Inr Eqty Def P ETF - 1 Y OcZOCTETF

13F holders, Q4 2025 (December 31)
78holders +25
27new positions
4sold out
$26.84avg. 13F price*

At the end of Q4 2025, 78 institutions reported holding Inr Eqty Def P ETF - 1 Y Oc (ZOCT) in their 13F filings, up 25 from Q3 2025. 27 opened new positions and 4 sold out. The largest holders were Commonwealth Equity Services, LLC ($24.8M), Pachira Investments Inc. ($6.3M) and Raymond James Financial Inc. ($5.2M).

Company
Inr Eqty Def P ETF - 1 Y Oc
Filed as
INNOVATOR ETFS TRUST (Q4 2025)
CUSIP
45784N700
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q3 2024: 1Q3 2024Q4 2024: 49Q4 2024Q1 2025: 50Q1 2025Q2 2025: 52Q2 2025Q3 2025: 53Q3 2025Q4 2025: 78Q4 2025Q1 2026: 76Q1 2026Q2 2026: 74Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions27$9.5M
Exits4$813K

All 13F filers, Q3 2025 → Q4 2025: 1,489,853 shares bought and 136,706 shares sold, net +1,353,147 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 78 holders

Commonwealth Equity Services, LLC 0.03% Add +974.7% 922,470 $24.8M
Pachira Investments Inc. 3.07% Add +5.1% 235,323 $6.3M
Raymond James Financial Inc. 0.00% Add +10.1% 195,102 $5.2M
NewEdge Advisors, LLC 0.02% Reduce -29.6% 162,736 $4.4M
Cetera Investment Advisers 0.00% Add +337.9% 98,636 $2.6M
HighTower Advisors, LLC 0.00% Add +14.3% 75,229 $2.0M
Kestra Advisory Services, LLC 0.01% Add +28.7% 73,874 $2.0M
KFG Wealth Management, LLC 0.26% Add +7.5% 73,664 $2.0M
Centaurus Financial, Inc. 0.09% Add +14.3% 71,574 $1.9M
Brookstone Capital Management 0.02% Add +163.0% 65,829 $1.8M
Harbour Investments, Inc. 0.03% Add +303.1% 57,206 $1.5M
Strategic Blueprint, LLC 0.08% Reduce -3.0% 51,062 $1.4M
Old Mission Capital LLC 0.05% New 47,793 $1.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.07% New 44,771 $1.2M
Cypress Wealth Services, LLC 0.16% Add +9.7% 42,641 $1.1M
Sovran Advisors, LLC 0.09% No change 41,314 $1.1M
Osaic Holdings, Inc. 0.00% Add +108.3% 40,102 $1.1M
WealthPLAN Partners, LLC 0.16% No change 39,889 $1.1M
Vantage Financial Partners, LLC 0.18% Add +28.1% 33,159 $890K
Canandaigua National Bank & Trust Co. 0.08% Add +27.3% 33,100 $888K
Lineweaver Wealth Advisors, LLC 0.12% New 32,563 $874K
Advisory Services Network, LLC 0.01% Add +27.8% 31,542 $846K
FC Advisory LLC 0.24% No change 30,949 $831K
Cambridge Investment Research Advisors, Inc. 0.00% Add +29.8% 27,890 $748K
Captrust Financial Advisors 0.00% No change 23,900 $641K
Central Valley Advisors, LLC 0.19% No change 23,591 $633K
LPL Financial LLC 0.00% Add +11.3% 21,289 $571K
Chris Bulman Inc 0.25% Add +28.9% 20,773 $557K
MML Investors Services, LLC 0.00% New 19,999 $537K
Southland Equity Partners LLC 0.10% No change 19,833 $532K
Envestnet Asset Management Inc. 0.00% New 19,830 $532K
CreativeOne Wealth, LLC 0.01% Add +19.3% 19,026 $511K
Integrity Advisory Solutions, LLC 0.07% New 18,282 $491K
Susquehanna International Group, LLP 0.00% Reduce -43.0% 17,971 $482K
Ashton Thomas Private Wealth, LLC 0.01% New 17,823 $478K
Independent Financial Group, LLC 0.01% No change 17,600 $472K
IMG Wealth Management, Inc. 0.27% No change 15,798 $424K
Goldman Sachs Group Inc. 0.00% New 15,079 $405K
Summit Wealth Partners, LLC 0.07% Reduce -16.7% 13,121 $352K
MTM Financial Group, LLC 0.17% No change 12,992 $349K
Truist Financial Corp. 0.00% New 12,446 $334K
Independent Wealth Network Inc. 0.09% Reduce -1.4% 10,969 $294K
Archer Investment Corp 0.07% Add +59.9% 10,783 $289K
Soltis Investment Advisors LLC 0.02% No change 10,542 $283K
AssuredPartners Investment Advisors, LLC 0.04% New 10,385 $279K
BridgePort Financial Solutions, LLC 0.07% New 10,363 $278K
First Heartland Consultants, Inc. 0.02% New 9,973 $268K
CFO4Life Group, LLC 0.04% New 9,927 $266K
Steward Partners Investment Advisory, LLC 0.00% No change 9,722 $261K
IFP Advisors, Inc 0.01% Add +127.7% 9,448 $254K
Gill Capital Partners, LLC 0.08% New 9,439 $253K
Continuum Advisory, LLC 0.03% New 9,398 $252K
FSA Advisors, Inc. 0.17% New 9,220 $247K
TrustBank 0.10% — 9,000 $242K
Galvin, Gaustad & Stein, LLC 0.02% New 8,750 $235K
Main Street Financial Solutions, LLC 0.02% New 8,695 $233K
Farther Finance Advisors, LLC 0.00% No change 8,597 $231K
Trek Financial, LLC 0.01% New 8,490 $228K
Wealthgarden F.S. LLC 0.15% No change 8,339 $225K
Tradition Wealth Management, LLC 0.02% New 7,976 $214K
Bluesphere Advisors LLC 0.09% No change 7,958 $214K
Allworth Financial LP 0.00% New 6,384 $171K
Optima Capital LLC 0.06% New 4,956 $133K
SageView Advisory Group, LLC 0.00% New 4,517 $121K
CoreCap Advisors, LLC 0.00% Reduce -12.2% 4,055 $109K
AE Wealth Management LLC 0.00% Reduce -84.1% 2,925 $78K
Spire Wealth Management 0.00% New 2,420 $65K
Barclays PLC 0.00% Reduce -60.1% 2,223 $60K
Clearstead Advisors, LLC 0.00% No change 1,996 $54K
Financial Network Wealth Advisors LLC 0.04% New 1,464 $39K
DHJJ Financial Advisors, Ltd. 0.01% Reduce -19.5% 1,445 $39K
Signaturefd, LLC 0.00% New 1,173 $31K
Investors Portfolio Services LLC 0.03% — 1,100 $30K
Capital Analysts, LLC 0.00% No change 992 $27K
Evermay Wealth Management LLC 0.00% No change 900 $24K
Noble Wealth Management PBC 0.01% No change 650 $17K
UBS Group AG 0.00% New 436 $12K
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.