Who owns ZOCT?
Innovator Equity Defined Protection ETF - 1 Yr October · Innovator
74 institutions reported holding ZOCT, worth $65.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ZOCT
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Commonwealth Equity Services, LLC | Waltham, MA | $19.4M | 703,351 | −150,756 shares |
| Pachira Investments Inc. | Dana Point, CA | $6.9M | 248,097 | +2,761 shares |
| KFG Wealth Management, LLC | Granger, IN | $1.9M | 70,501 | −2,603 shares |
| Centaurus Financial, Inc. | Anaheim, CA | $1.9M | 67,473 | −3,278 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.9M | 67,094 | +47,799 shares |
| HighTower Advisors, LLC | Chicago, IL | $1.7M | 61,561 | −13,668 shares |
| Brookstone Capital Management | Wheaton, IL | $1.6M | 58,804 | +103 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $1.5M | 53,910 | +1,170 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $1.3M | 47,956 | −1,026 shares |
| Strategic Blueprint, LLC | Atlanta, GA | $1.2M | 45,166 | −1,199 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns ZOCT?
74 institutional managers reported holding ZOCT in Form 13F filings for June 30, 2026, worth $65.9M in total. The largest reported position was held by Commonwealth Equity Services, LLC, at $19.4M.
Did institutions buy or sell ZOCT last quarter?
Reported 13F value fell 6.2% from March 31, 2026, which includes price moves as well as buying and selling. 8 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is ZOCT ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.