Inr Eqty Def P ETF - 1 Y OcZOCTETF
13F holders, Q2 2025 (June 30)52holders +2
6new positions
3sold out
1famous investor
$26.00avg. 13F price*
At the end of Q2 2025, 52 institutions reported holding Inr Eqty Def P ETF - 1 Y Oc (ZOCT) in their 13F filings, up 2 from Q1 2025. 6 opened new positions and 3 sold out. The largest holders were NewEdge Advisors, LLC ($6.0M), Pachira Investments Inc. ($5.8M) and Centaurus Financial, Inc. ($3.2M). 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 (Q2 2025)
- CUSIP
- 45784N700
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.1M |
| Exits | 3 | $1.7M |
All 13F filers, Q1 2025 → Q2 2025: 73,786 shares bought and 200,054 shares sold, net −126,268 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| NewEdge Advisors, LLC | 0.03% | Reduce -6.2% | 232,042 | $6.0M |
| Pachira Investments Inc. | 4.38% | Add +4.0% | 223,139 | $5.8M |
| Centaurus Financial, Inc. | 0.19% | Add +6.4% | 122,743 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -22.9% | 73,622 | $1.9M |
| KFG Wealth Management, LLC | 0.28% | No change | 67,186 | $1.7M |
| HighTower Advisors, LLC | 0.00% | No change | 65,833 | $1.7M |
| Strategic Blueprint, LLC | 0.07% | Reduce -0.4% | 54,804 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -13.3% | 53,501 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +20.8% | 44,885 | $1.2M |
| WealthPLAN Partners, LLC | 0.17% | No change | 39,889 | $1.0M |
| Cypress Wealth Services, LLC | 0.18% | No change | 38,881 | $1.0M |
| Principal Securities, Inc. | 0.02% | Reduce -6.2% | 38,699 | $1.0M |
| FC Advisory LLC | 0.25% | No change | 30,949 | $804K |
| Arete Wealth Advisors, LLC | 0.05% | No change | 28,726 | $747K |
| Canandaigua National Bank & Trust Co. | 0.06% | No change | 26,000 | $676K |
| Vantage Financial Partners, LLC | 0.16% | Reduce -0.6% | 25,878 | $673K |
| Advisory Services Network, LLC | 0.01% | No change | 24,678 | $647K |
| Captrust Financial Advisors | 0.00% | No change | 23,900 | $621K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -54.3% | 21,387 | $556K |
| Southland Equity Partners LLC | 0.11% | No change | 19,833 | $516K |
| AE Wealth Management LLC | 0.00% | Reduce -14.6% | 18,393 | $478K |
| Independent Financial Group, LLC | 0.01% | No change | 17,600 | $457K |
| Harbour Investments, Inc. | 0.01% | No change | 17,227 | $448K |
| Brookstone Capital Management | 0.01% | No change | 15,457 | $402K |
| Goldman Sachs Group Inc. | 0.00% | New | 14,824 | $385K |
| IFG Advisors, LLC | 0.06% | No change | 13,950 | $363K |
| MTM Financial Group, LLC | 0.18% | No change | 12,992 | $338K |
| IMG Wealth Management, Inc. | 0.26% | Reduce -8.4% | 12,980 | $337K |
| LPL Financial LLC | 0.00% | New | 12,624 | $328K |
| Independent Wealth Network Inc. | 0.11% | Add +1.8% | 11,719 | $305K |
| Archer Investment Corp | 0.07% | Reduce -0.8% | 11,642 | $303K |
| Chris Bulman Inc | 0.17% | No change | 11,502 | $299K |
| Old Mission Capital LLC | 0.01% | Reduce -26.8% | 9,728 | $253K |
| Citadel Advisors | 0.00% | Reduce -22.4% | 8,798 | $229K |
| Farther Finance Advisors, LLC | 0.00% | No change | 8,597 | $223K |
| WPWealth LLP | 0.04% | No change | 8,372 | $218K |
| Susquehanna International Group, LLP | 0.00% | Reduce -83.8% | 8,242 | $214K |
| Bluesphere Advisors LLC | 0.10% | No change | 7,958 | $207K |
| FSA Advisors, Inc. | 0.16% | New | 7,716 | $201K |
| UBS Group AG | 0.00% | Add +29265.0% | 5,873 | $153K |
| Osaic Holdings, Inc. | 0.00% | Reduce -28.3% | 5,455 | $142K |
| IFP Advisors, Inc | 0.00% | New | 3,950 | $103K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,382 | $88K |
| Raymond James Financial Inc. | 0.00% | New | 3,111 | $81K |
| Atticus Wealth Management, LLC | 0.02% | No change | 2,795 | $73K |
| Bellwether Advisors, LLC | 0.01% | No change | 2,400 | $62K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,996 | $52K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 1,795 | $47K |
| CoreCap Advisors, LLC | 0.00% | New | 1,752 | $46K |
| Capital Analysts, LLC | 0.00% | No change | 992 | $26K |
| Cwm, LLC | 0.00% | No change | 187 | $5K |
| Barclays PLC | 0.00% | Reduce -89.0% | 186 | $5K |
"% 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.