ZOCT institutional holders

Innovator Equity Defined Protection ETF - 1 Yr October · 77 reporting institutions · $63.9M reported value

Funds that can replace ZOCT · ZOCT return decomposition

Institutional holdings

Institutions reporting ZOCT, largest first
InstitutionReported positionAdvisors at firmReport period
Commonwealth Equity Services, LLC$19.4M2,8632026-06-30
The Clark Group Asset Management$6.9M32026-06-30
Kfg Wealth Management, LLC$1.9M492026-06-30
Susquehanna International Group, LLP$1.9M02026-06-30
Hightower Advisors, LLC$1.7M1,0462026-06-30
Brookstone Capital Management$1.6M3372026-06-30
Envestnet Pmc$1.5M602026-06-30
Osaic Holdings, Inc.$1.3M02026-06-30
Strategic Blueprint, LLC$1.2M552026-06-30
Wealthplan Partners, LLC$1.1M262026-06-30
Cetera Investment Advisers$1.1M10,3702026-06-30
Cypress Wealth Services, LLC$1.1M142026-06-30
Kestra Advisory Services, LLC$1.1M1,4792026-06-30
C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors$1M1032026-06-30
Harbour Investments, Inc.$1M2472026-06-30
Canandaigua National Bank & Trust Co$913.9K02026-06-30
Lineweaver Wealth Advisors, LLC$898.6K92026-06-30
Vantage Financial Partners, LLC$889.8K02025-12-31
Canandaigua National Corp$885.4K02026-03-31
Advisory Services Network$870.9K2532026-06-30
Raymond James Financial Inc$725.1K02026-06-30
Fc Advisory LLC$722.5K52026-06-30
The Salvetti Group$684.5K62026-06-30
Captrust Financial Advisors$659.9K9622026-06-30
Sovran Advisors, LLC$644K702026-06-30
Chris Bulman Inc$560.9K72026-06-30
Southland Equity Partners, Llc.$547.6K252026-06-30
Independent Financial Group, LLC$524.5K4812026-06-30
Old Mission Capital LLC$510K02026-06-30
Ameritas Advisory Services, LLC$488.9K5502026-06-30
Archer Investment Corp$459.5K782026-06-30
Ashton Thomas Private Wealth, LLC$456.2K962026-06-30
MML Investors Services, LLC$454.2K5,1202026-06-30
Lpl Financial LLC$418.5K23,4582026-06-30
Jane Street Group, LLC$395.5K02026-06-30
Img Wealth Management, Inc.$367.3K72026-06-30
Mtm Financial Group, LLC$356.5K82026-06-30
Truist Financial Corp$342.7K02026-06-30
Independent Advisor Alliance, LLC$325.8K3022026-06-30
First Heartland Consultants, Inc.$323.7K992026-06-30
Integrity Advisory Solutions, LLC$289.2K1272026-06-30
Assuredpartners Investment Advisors$286.7K292026-06-30
Bridgeport Financial Solutions$284.8K132026-06-30
Soltis Investment Advisors LLC$284.5K782026-06-30
Cfo4life Group, LLC$274.1K02026-06-30
Newedge Advisors$268.6K6012026-06-30
Steward Partners Investment Advisory, LLC$268.4K4812026-06-30
Gill Capital Partners$260.6K102026-06-30
Continuum Advisory, LLC$259.5K402026-06-30
Fsa Advisors, Inc.$249.5K02026-06-30
Trustbank$248.5K02026-06-30
Galvin, Gaustad & Stein, LLC$241.6K82026-06-30
Main Street Financial Solutions, LLC$240.1K412026-06-30
Ifp Advisors, Inc$239.4K3182026-06-30
Farther Finance Advisors, LLC$237.4K3342026-06-30
Trek Financial, LLC$234.4K632026-06-30
Wealthgarden F.S. LLC$230.3K52026-06-30
Tradition Wealth Management, LLC$220.2K232026-06-30
Bluesphere Advisors LLC$219.7K42026-06-30
Allworth Financial, LP$176.3K3172026-06-30
Corecap Advisors, LLC$157.7K1182026-06-30
Jpmorgan Chase & Co$79.3K02026-06-30
Spire Wealth Management$66.8K32026-06-30
Clearstead; Clearstead Advisory Solutions$55.1K642026-06-30
Ae Wealth Management LLC$53.8K4712026-06-30
Financial Network Wealth Advisors LLC$40.4K72026-06-30
Investors Portfolio Services LLC$30.4K32026-06-30
UBS Group AG$29.4K02026-06-30
Dhjj Financial Advisors, Ltd.$27.5K72026-06-30
Evermay Wealth Management LLC$24.9K232026-06-30
Ifg Advisory, LLC$13.8K1102026-06-30
Cwm, LLC$5K6672026-03-31
Noble Wealth Management Pbc.$2.8K42026-06-30
Centaurus Financial, Inc.$1.9K4312026-06-30
Hrt Financial LP$76602026-06-30
Cambridge Investment Research Advisors, Inc.$6023,9402026-03-31
Capital Analysts, LLC$276082026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30