Who Owns INNOVATOR ETFS TRUST (ZOCT)?Hedge Fund & Institutional Holders

$26.81-0.01 (-0.04%)BATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.400000063150004e+260T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$24.75$25.32$25.88$26.44$27.00Oct 24Jun 25Mar 26

ZOCT — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+922K+$24.0B
Pachira Investments Inc.New Position+235K+$6.3B
Strategic Blueprint, LLCNew Position+51K+$1.4B
OLD MISSION CAPITAL LLCNew Position+48K+$1.3B
Sovran Advisors, LLCNew Position+41K+$1.1B
Vantage Financial Partners, LLCNew Position+33K+$889.0M
Chris Bulman IncNew Position+21K+$557.0M
Integrity Advisory Solutions, LLCNew Position+18K+$490.0M
Ashton Thomas Private Wealth, LLCNew Position+18K+$478.0M
IMG Wealth Management, Inc.New Position+16K+$423.0M
Summit Wealth Partners, LLCNew Position+13K+$352.0M
Archer Investment CorpNew Position+11K+$289.0M
BridgePort Financial Solutions, LLCNew Position+10K+$278.0M
AssuredPartners Investment Advisors, LLCNew Position+10K+$278.0M
First Heartland Consultants, Inc.New Position+10K+$267.0M

ZOCT — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NewEdge Advisors, LLCDecreased-68K-$6.1B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-14K-$838.8M
CITADEL ADVISORS LLCClosed Position-16K-$434.9M
WPWealth LLPClosed Position-8K-$222.5M
BARCLAYS PLCDecreased-3K-$147.9M
Independent Wealth Network Inc.Decreased-159-$1.8M
PRINCIPAL SECURITIES, INC.Closed Position-4K-$104K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1COMMONWEALTH EQUITY SERVICES, LLC922,470$24.0B0.03%Share
2Pachira Investments Inc.235,323$6.3B3.07%Share
3RAYMOND JAMES FINANCIAL INC174,802$4.0B0.00%Share
4KFG WEALTH MANAGEMENT, LLC73,664$2.0B0.26%Share
5Strategic Blueprint, LLC51,062$1.4B0.08%Share
6OLD MISSION CAPITAL LLC47,793$1.3B0.03%Share
7Sovran Advisors, LLC41,314$1.1B0.09%Share
8Vantage Financial Partners, LLC33,159$889.0M0.18%Share
9FC Advisory LLC30,949$830.0M0.24%Share
10CENTRAL VALLEY ADVISORS, LLC23,591$633.0M0.19%Share
11Chris Bulman Inc20,773$557.0M0.25%Share
12Southland Equity Partners LLC19,833$532.0M0.10%Share
13Integrity Advisory Solutions, LLC18,282$490.0M0.07%Share
14Ashton Thomas Private Wealth, LLC17,823$478.0M0.01%Share
15IMG Wealth Management, Inc.15,798$423.0M0.27%Share
16Summit Wealth Partners, LLC13,121$352.0M0.07%Share
17Independent Wealth Network Inc.10,969$294.0M0.09%Share
18Archer Investment Corp10,783$289.0M0.07%Share
19BridgePort Financial Solutions, LLC10,363$278.0M0.07%Share
20AssuredPartners Investment Advisors, LLC10,385$278.0M0.04%Share
21First Heartland Consultants, Inc.9,973$267.0M0.02%Share
22GILL CAPITAL PARTNERS, LLC9,439$253.0M0.08%Share
23FSA Advisors, Inc.9,220$247.0M0.17%Share
24Galvin, Gaustad & Stein, LLC8,750$234.0M0.02%Share
25Main Street Financial Solutions, LLC8,695$233.0M0.02%Share
26Farther Finance Advisors, LLC8,597$230.0M0.00%Share
27Trek Financial, LLC8,490$227.0M0.01%Share
28WEALTHGARDEN F.S. LLC8,339$224.0M0.15%Share
29Tradition Wealth Management, LLC7,976$214.0M0.02%Share
30Bluesphere Advisors LLC7,958$213.0M0.09%Share
31OPTIMA CAPITAL LLC4,956$132.0M0.06%Share
32CoreCap Advisors, LLC4,055$108.0M0.00%Share
33Spire Wealth Management2,420$64.0M0.00%Share
34DHJJ Financial Advisors, Ltd.1,445$38.0M0.01%Share
35UBS Group AG436$11.0M0.00%Share
36NewEdge Advisors, LLC162,736$4.0M0.01%Share
37HighTower Advisors, LLC75,229$2.0M0.00%Share
38Cetera Investment Advisers98,636$2.0M0.00%Share
39Brookstone Capital Management65,829$1.8M0.02%Share
40HARBOUR INVESTMENTS, INC.57,206$1.5M0.03%Share
41C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors44,771$1.2M0.00%Share
42Cypress Wealth Services, LLC42,641$1.1M0.16%Share
43WealthPLAN Partners, LLC39,889$1.1M0.16%Share
44CENTAURUS FINANCIAL, INC.71,574$1.0M0.05%Share
45Kestra Advisory Services, LLC73,874$1.0M0.00%Share
46CANANDAIGUA NATIONAL BANK & TRUST CO33,100$888K0.08%Share
47Lineweaver Wealth Advisors, LLC32,563$873K0.12%Share
48TRUIST FINANCIAL CORP12,446$333K0.00%Share
49CFO4Life Group, LLC9,927$266K0.04%Share
50Continuum Advisory, LLC9,398$252K0.03%Share

ZOCT Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202576$49.1B+44
Q3 202532$23.7B-15
Q2 202547$28.4B+0
Q1 202547$30.0B+5
Q4 202442$1.6T+41
Q3 20241$0—

As of Q4 2025, 50 institutional investors hold ZOCT (INNOVATOR ETFS TRUST). The largest holder is COMMONWEALTH EQUITY SERVICES, LLC with $24.0B in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own ZOCT?

As of Q4 2025, 50 institutional investors report holding ZOCT (INNOVATOR ETFS TRUST) in their 13F filings.

Who is the largest institutional holder of ZOCT?

The largest institutional holder of ZOCT is COMMONWEALTH EQUITY SERVICES, LLC with $24.0B in shares.

Is institutional ownership of ZOCT increasing or decreasing?

This quarter, 15 institutions opened new positions in ZOCT and 3 closed their positions.