Inr Eqty Def P ETF - 1 Y OcZOCTETF
13F holders, Q3 2025 (September 30)53holders +1
8new positions
8sold out
1famous investor
$26.58avg. 13F price*
At the end of Q3 2025, 53 institutions reported holding Inr Eqty Def P ETF - 1 Y Oc (ZOCT) in their 13F filings, up 1 from Q2 2025. 8 opened new positions and 8 sold out. The largest holders were NewEdge Advisors, LLC ($6.1M), Pachira Investments Inc. ($6.0M) and Raymond James Financial Inc. ($4.7M). 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 (Q3 2025)
- CUSIP
- 45784N700
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.2M |
| Exits | 8 | $2.2M |
All 13F filers, Q2 2025 → Q3 2025: 393,731 shares bought and 214,830 shares sold, net +178,901 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| NewEdge Advisors, LLC | 0.03% | Reduce -0.4% | 231,139 | $6.1M |
| Pachira Investments Inc. | 3.34% | Add +0.3% | 223,897 | $6.0M |
| Raymond James Financial Inc. | 0.00% | Add +5597.6% | 177,252 | $4.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +16.6% | 85,836 | $2.3M |
| KFG Wealth Management, LLC | 0.26% | Add +2.0% | 68,535 | $1.8M |
| HighTower Advisors, LLC | 0.00% | No change | 65,833 | $1.7M |
| Centaurus Financial, Inc. | 0.08% | Reduce -49.0% | 62,629 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +7.3% | 57,382 | $1.5M |
| Strategic Blueprint, LLC | 0.06% | Reduce -3.9% | 52,670 | $1.4M |
| Sovran Advisors, LLC | 0.10% | New | 41,314 | $1.1M |
| WealthPLAN Partners, LLC | 0.16% | No change | 39,889 | $1.1M |
| Cypress Wealth Services, LLC | 0.17% | No change | 38,881 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Add +282.9% | 31,556 | $839K |
| FC Advisory LLC | 0.24% | No change | 30,949 | $823K |
| Canandaigua National Bank & Trust Co. | 0.06% | No change | 26,000 | $691K |
| Vantage Financial Partners, LLC | 0.14% | No change | 25,878 | $688K |
| Brookstone Capital Management | 0.01% | Add +61.9% | 25,030 | $665K |
| Advisory Services Network, LLC | 0.01% | No change | 24,678 | $656K |
| Captrust Financial Advisors | 0.00% | No change | 23,900 | $635K |
| Central Valley Advisors, LLC | 0.19% | New | 23,591 | $627K |
| Cetera Investment Advisers | 0.00% | Reduce -49.8% | 22,524 | $599K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.4% | 21,481 | $571K |
| Southland Equity Partners LLC | 0.11% | No change | 19,833 | $527K |
| Osaic Holdings, Inc. | 0.00% | Add +252.9% | 19,251 | $512K |
| LPL Financial LLC | 0.00% | Add +51.5% | 19,124 | $508K |
| AE Wealth Management LLC | 0.00% | No change | 18,393 | $489K |
| Independent Financial Group, LLC | 0.01% | No change | 17,600 | $468K |
| Citadel Advisors | 0.00% | Add +86.0% | 16,361 | $435K |
| Chris Bulman Inc | 0.21% | Add +40.1% | 16,119 | $428K |
| CreativeOne Wealth, LLC | 0.01% | New | 15,945 | $424K |
| IMG Wealth Management, Inc. | 0.28% | Add +21.7% | 15,798 | $420K |
| Summit Wealth Partners, LLC | 0.08% | New | 15,744 | $418K |
| Harbour Investments, Inc. | 0.01% | Reduce -17.6% | 14,190 | $377K |
| MTM Financial Group, LLC | 0.17% | No change | 12,992 | $345K |
| Independent Wealth Network Inc. | 0.10% | Reduce -5.0% | 11,128 | $296K |
| Soltis Investment Advisors LLC | 0.02% | New | 10,542 | $280K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +187.5% | 9,722 | $258K |
| Farther Finance Advisors, LLC | 0.00% | No change | 8,597 | $229K |
| Wealthgarden F.S. LLC | 0.16% | New | 8,339 | $223K |
| WPWealth LLP | 0.04% | No change | 8,372 | $223K |
| Bluesphere Advisors LLC | 0.10% | No change | 7,958 | $212K |
| Archer Investment Corp | 0.04% | Reduce -42.1% | 6,744 | $179K |
| Barclays PLC | 0.00% | Add +2892.5% | 5,566 | $148K |
| CoreCap Advisors, LLC | 0.00% | Add +163.7% | 4,620 | $123K |
| IFP Advisors, Inc | 0.00% | Add +5.1% | 4,150 | $110K |
| Principal Securities, Inc. | 0.00% | Reduce -89.9% | 3,919 | $104K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,996 | $53K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,950 | $52K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 1,795 | $48K |
| Capital Analysts, LLC | 0.00% | No change | 992 | $26K |
| Evermay Wealth Management LLC | 0.00% | New | 900 | $24K |
| Noble Wealth Management PBC | 0.01% | — | 650 | $17K |
| Cwm, LLC | 0.00% | No change | 187 | $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.