Inr Eqty Def P ETF - 1 Y OcZOCTETF
13F holders, Q1 2025 (March 31)50holders +1
6new positions
5sold out
1famous investor
$25.15avg. 13F price*
At the end of Q1 2025, 50 institutions reported holding Inr Eqty Def P ETF - 1 Y Oc (ZOCT) in their 13F filings, up 1 from Q4 2024. 6 opened new positions and 5 sold out. The largest holders were NewEdge Advisors, LLC ($6.2M), Pachira Investments Inc. ($5.4M) and Centaurus Financial, Inc. ($2.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Inr Eqty Def P ETF - 1 Y Oc
- Filed as
- INNOVATOR ETFS TRUST (Q1 2025)
- CUSIP
- 45784N700
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $3.4M |
| Exits | 5 | $1.6M |
All 13F filers, Q4 2024 → Q1 2025: 157,911 shares bought and 260,638 shares sold, net −102,727 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| NewEdge Advisors, LLC | 0.04% | Reduce -0.6% | 247,422 | $6.2M |
| Pachira Investments Inc. | 3.79% | Add +4.9% | 214,521 | $5.4M |
| Centaurus Financial, Inc. | 0.18% | No change | 115,332 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.9% | 95,485 | $2.4M |
| KFG Wealth Management, LLC | 0.31% | Reduce -9.1% | 67,186 | $1.7M |
| HighTower Advisors, LLC | 0.00% | No change | 65,833 | $1.7M |
| Maia Wealth LLC | 0.37% | Add +0.1% | 64,471 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.8% | 61,742 | $1.6M |
| Strategic Blueprint, LLC | 0.08% | No change | 55,022 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | New | 50,930 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -79.2% | 46,775 | $1.2M |
| Principal Securities, Inc. | 0.02% | No change | 41,271 | $1.0M |
| WealthPLAN Partners, LLC | 0.14% | No change | 39,889 | $1.0M |
| Cypress Wealth Services, LLC | 0.20% | No change | 38,881 | $978K |
| Cetera Investment Advisers | 0.00% | Reduce -6.6% | 37,164 | $935K |
| FC Advisory LLC | 0.26% | New | 30,949 | $778K |
| Arete Wealth Advisors, LLC | 0.06% | No change | 28,726 | $721K |
| Vantage Financial Partners, LLC | 0.16% | No change | 26,033 | $655K |
| Canandaigua National Bank & Trust Co. | 0.07% | New | 26,000 | $654K |
| Advisory Services Network, LLC | 0.01% | No change | 24,678 | $621K |
| Captrust Financial Advisors | 0.00% | No change | 23,900 | $601K |
| AE Wealth Management LLC | 0.00% | Add +1.2% | 21,534 | $542K |
| Southland Equity Partners LLC | 0.12% | No change | 19,833 | $499K |
| Independent Financial Group, LLC | 0.02% | No change | 17,600 | $443K |
| Harbour Investments, Inc. | 0.01% | Reduce -4.4% | 17,227 | $433K |
| Brookstone Capital Management | 0.01% | New | 15,457 | $389K |
| IMG Wealth Management, Inc. | 0.32% | No change | 14,168 | $356K |
| IFG Advisors, LLC | 0.07% | No change | 13,950 | $351K |
| Old Mission Capital LLC | 0.01% | Reduce -20.1% | 13,282 | $334K |
| MTM Financial Group, LLC | 0.19% | Reduce -2.9% | 12,992 | $327K |
| Archer Investment Corp | 0.08% | No change | 11,742 | $295K |
| Independent Wealth Network Inc. | 0.12% | Reduce -2.2% | 11,513 | $290K |
| Chris Bulman Inc | 0.18% | No change | 11,502 | $289K |
| Citadel Advisors | 0.00% | Reduce -9.8% | 11,341 | $285K |
| Farther Finance Advisors, LLC | 0.01% | New | 8,597 | $216K |
| WPWealth LLP | 0.04% | No change | 8,372 | $211K |
| Bluesphere Advisors LLC | 0.11% | No change | 7,958 | $200K |
| Osaic Holdings, Inc. | 0.00% | Add +1801.3% | 7,605 | $191K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,382 | $85K |
| Continuum Advisory, LLC | 0.01% | No change | 3,301 | $83K |
| Atticus Wealth Management, LLC | 0.02% | No change | 2,795 | $70K |
| Bellwether Advisors, LLC | 0.01% | No change | 2,400 | $60K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,996 | $50K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 1,795 | $45K |
| Barclays PLC | 0.00% | Add +1591.0% | 1,691 | $43K |
| AdvisorNet Financial, Inc | 0.00% | New | 1,596 | $40K |
| Capital Analysts, LLC | 0.00% | No change | 992 | $25K |
| Noble Wealth Management PBC | 0.01% | No change | 650 | $16K |
| Cwm, LLC | 0.00% | No change | 187 | $5K |
| UBS Group AG | 0.00% | Reduce -94.1% | 20 | $503 |
"% of holder's portfolio" is ZOCT's weight in each manager's 13F, not the share of Inr Eqty Def P ETF - 1 Y Oc the manager owns.