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Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) Institutional Ownership

$25.48 +0.03 (+0.12%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Innovator Equity Defined Protection ETF - 1 Yr October (NYSEARCA:ZOCT)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$13.57M
Number of
Institutional Sellers
(last 12 months)
0
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ZOCT Institutional Buying and Selling by Quarter

Innovator Equity Defined Protection ETF - 1 Yr October Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/30/2025Principal Securities Inc.41,271$1.04M0.0%N/A0.000%
1/30/2025WealthPLAN Partners LLC39,889$1.01M0.1%N/A0.000%
1/30/2025DHJJ Financial Advisors Ltd.1,795$45K0.0%N/A0.000%
1/29/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors6,293$159K0.0%N/A0.000%
1/29/2025 Pachira Investments Inc.204,572$5.17M3.2%N/A0.000%
1/28/2025 Kingsview Wealth Management LLC20,061$507K0.0%N/A0.000%
1/28/2025 Archer Investment Corp11,742$297K0.1%N/A0.000%
1/24/2025 Spire Wealth Management1,562$39K0.0%N/A0.000%
1/24/2025 Bluesphere Advisors LLC7,958$201K0.1%N/A0.000%
1/23/2025 Strategic Blueprint LLC55,022$1.39M0.1%N/A0.000%
1/22/2025 Atticus Wealth Management LLC2,795$71K0.0%N/A0.000%
1/21/2025 KFG Wealth Management LLC73,931$1.87M0.3%N/A0.000%
1/21/2025 Southland Equity Partners LLC19,833$501K0.1%N/A0.000%
1/17/2025 Independent Wealth Network Inc.11,770$297K0.1%N/A0.000%
1/15/2025 Cypress Wealth Services LLC38,881$982K0.2%N/A0.000%
(Data available from 1/1/2016 forward)

ZOCT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ZOCT shares?

During the previous two years, 15 institutional investors and hedge funds held shares of Innovator Equity Defined Protection ETF - 1 Yr October. The most heavily invested institutionals were Pachira Investments Inc. ($5.17M), KFG Wealth Management LLC ($1.87M), Strategic Blueprint LLC ($1.39M), Principal Securities Inc. ($1.04M), WealthPLAN Partners LLC ($1.01M), Cypress Wealth Services LLC ($982K), and Kingsview Wealth Management LLC ($507K).Learn more on ZOCT's institutional investors.

Which institutional investors have been buying Innovator Equity Defined Protection ETF - 1 Yr October stock?

Of the 15 institutional investors that purchased Innovator Equity Defined Protection ETF - 1 Yr October stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Pachira Investments Inc. ($204.57K), KFG Wealth Management LLC ($73.93K), Strategic Blueprint LLC ($55.02K), Principal Securities Inc. ($41.27K), WealthPLAN Partners LLC ($39.89K), Cypress Wealth Services LLC ($38.88K), and Kingsview Wealth Management LLC ($20.06K).

How much institutional buying is happening at Innovator Equity Defined Protection ETF - 1 Yr October?

Institutional investors have bought a total of 537,375 shares in the last 24 months. This purchase volume represents approximately $13.57M in transactions.



This page (NYSEARCA:ZOCT) was last updated on 1/30/2025 by MarketBeat.com Staff
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