Inr Eqty Def P ETF - 1 Y OcZOCTETF

13F holders, Q1 2026 (March 31)
76holders −2
3new positions
5sold out
$26.75avg. 13F price*

At the end of Q1 2026, 76 institutions reported holding Inr Eqty Def P ETF - 1 Y Oc (ZOCT) in their 13F filings, down 2 from Q4 2025. 3 opened new positions and 5 sold out. The largest holders were Commonwealth Equity Services, LLC ($22.8M), Pachira Investments Inc. ($6.6M) and Raymond James Financial Inc. ($4.8M).

Company
Inr Eqty Def P ETF - 1 Y Oc
Filed as
INNOVATOR ETFS TRUST (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions3$279K
Exits5$2.2M

All 13F filers, Q4 2025 → Q1 2026: 73,191 shares bought and 408,129 shares sold, net −334,938 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 76 holders

Commonwealth Equity Services, LLC 0.03% Reduce -7.4% 854,107 $22.8M
Pachira Investments Inc. 3.07% Add +4.3% 245,336 $6.6M
Raymond James Financial Inc. 0.00% Reduce -8.8% 177,978 $4.8M
Cetera Investment Advisers 0.00% Reduce -2.7% 95,963 $2.6M
HighTower Advisors, LLC 0.00% No change 75,229 $2.0M
KFG Wealth Management, LLC 0.25% Reduce -0.8% 73,104 $2.0M
Centaurus Financial, Inc. 0.09% Reduce -1.1% 70,751 $1.9M
Kestra Advisory Services, LLC 0.01% Reduce -10.9% 65,804 $1.8M
Brookstone Capital Management 0.02% Reduce -10.8% 58,701 $1.6M
Envestnet Asset Management Inc. 0.00% Add +166.0% 52,740 $1.4M
Osaic Holdings, Inc. 0.00% Add +22.1% 48,982 $1.3M
Strategic Blueprint, LLC 0.07% Reduce -9.2% 46,365 $1.2M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.07% Reduce -1.8% 43,988 $1.2M
Cypress Wealth Services, LLC 0.16% No change 42,641 $1.1M
Harbour Investments, Inc. 0.02% Reduce -26.5% 42,051 $1.1M
WealthPLAN Partners, LLC 0.21% No change 39,889 $1.1M
Canandaigua National Corp. 0.08% — 33,100 $885K
Lineweaver Wealth Advisors, LLC 0.12% No change 32,563 $871K
Advisory Services Network, LLC 0.01% No change 31,542 $844K
FC Advisory LLC 0.20% Reduce -15.5% 26,165 $700K
Central Valley Advisors, LLC 0.19% Add +8.0% 25,466 $681K
Captrust Financial Advisors 0.00% No change 23,900 $639K
Sovran Advisors, LLC 0.05% Reduce -43.8% 23,236 $635K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -19.3% 22,508 $602K
LPL Financial LLC 0.00% No change 21,289 $569K
Chris Bulman Inc 0.24% Reduce -0.9% 20,578 $550K
Southland Equity Partners LLC 0.10% No change 19,833 $530K
Susquehanna International Group, LLP 0.00% Add +7.4% 19,295 $516K
CreativeOne Wealth, LLC 0.01% Reduce -7.0% 17,692 $473K
Independent Financial Group, LLC 0.01% No change 17,600 $471K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -7.2% 16,541 $442K
IMG Wealth Management, Inc. 0.26% Reduce -2.1% 15,464 $414K
MML Investors Services, LLC 0.00% Reduce -28.7% 14,265 $382K
NewEdge Advisors, LLC 0.00% Reduce -91.5% 13,753 $368K
Spectrum Advisors, Inc. 0.29% — 13,700 $366K
MTM Financial Group, LLC 0.16% Reduce -0.6% 12,912 $345K
Truist Financial Corp. 0.00% No change 12,446 $333K
Integrity Advisory Solutions, LLC 0.04% Reduce -40.9% 10,809 $289K
Summit Wealth Partners, LLC 0.04% Reduce -19.8% 10,523 $281K
AssuredPartners Investment Advisors, LLC 0.03% No change 10,385 $279K
BridgePort Financial Solutions, LLC 0.08% No change 10,363 $277K
Soltis Investment Advisors LLC 0.02% Reduce -2.3% 10,302 $276K
CFO4Life Group, LLC 0.04% No change 9,927 $266K
Steward Partners Investment Advisory, LLC 0.00% No change 9,722 $260K
IFP Advisors, Inc 0.01% No change 9,448 $253K
Gill Capital Partners, LLC 0.07% No change 9,439 $252K
Continuum Advisory, LLC 0.02% No change 9,398 $251K
First Heartland Consultants, Inc. 0.02% Reduce -7.5% 9,230 $247K
FSA Advisors, Inc. 0.16% No change 9,220 $247K
TrustBank 0.09% No change 9,000 $241K
Jane Street Group, LLC 0.00% New 8,871 $237K
Galvin, Gaustad & Stein, LLC 0.02% No change 8,750 $234K
Main Street Financial Solutions, LLC 0.02% No change 8,695 $233K
Farther Finance Advisors, LLC 0.00% No change 8,597 $230K
Archer Investment Corp 0.05% Reduce -20.2% 8,603 $230K
Barclays PLC 0.00% Add +285.0% 8,559 $229K
Trek Financial, LLC 0.01% No change 8,490 $227K
Wealthgarden F.S. LLC 0.15% No change 8,339 $223K
Tradition Wealth Management, LLC 0.02% No change 7,976 $213K
Bluesphere Advisors LLC 0.08% No change 7,958 $213K
Allworth Financial LP 0.00% No change 6,384 $171K
CoreCap Advisors, LLC 0.00% Add +31.5% 5,333 $143K
AE Wealth Management LLC 0.00% Reduce -0.7% 2,906 $78K
Spire Wealth Management 0.00% No change 2,420 $65K
Clearstead Advisors, LLC 0.00% No change 1,996 $53K
Financial Network Wealth Advisors LLC 0.04% No change 1,464 $39K
DHJJ Financial Advisors, Ltd. 0.01% No change 1,445 $39K
Signaturefd, LLC 0.00% No change 1,173 $31K
Investors Portfolio Services LLC 0.03% No change 1,100 $29K
TopTier Wealth Management, LLC 0.02% New 1,047 $28K
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% Add +36.0% 593 $16K
IFG Advisory, LLC 0.04% New 500 $13K
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.