INNOVATOR ETFS TRUST (ZOCT)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
70
Reporting holders
$62.3M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | $19.4M | 703,351 | 0.02% | 7q | -17.7%-$4.2M |
| Pachira Investments Inc. | $6.9M | 248,097 | 2.58% | 7q | +1.1%+$76.2K |
| KFG WEALTH MANAGEMENT, LLC | $1.9M | 70,501 | 0.22% | 7q | -3.6%-$71.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 67,094 | 0.00% | 6q | +247.7%+$1.3M |
| HighTower Advisors, LLC | $1.7M | 61,561 | 0.00% | 7q | -18.2%-$377.4K |
| Brookstone Capital Management | $1.6M | 58,804 | 0.02% | 6q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $1.5M | 53,910 | 0.00% | 3q | +2.2%+$32.3K |
| OSAIC HOLDINGS, INC. | $1.3M | 47,956 | 0.00% | 7q | -2.1%-$28.3K |
| Strategic Blueprint, LLC | $1.2M | 45,166 | 0.06% | 7q | -2.6%-$33.1K |
| WealthPLAN Partners, LLC | $1.1M | 39,889 | 0.21% | 7q | HELD |
| Cetera Investment Advisers | $1.1M | 39,416 | 0.00% | 7q | -58.9%-$1.6M |
| Cypress Wealth Services, LLC | $1.1M | 38,956 | 0.13% | 7q | -8.6%-$101.7K |
| Kestra Advisory Services, LLC | $1.1M | 38,701 | 0.00% | 7q | -41.2%-$748.4K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $1.0M | 37,971 | 0.05% | 3q | -13.7%-$166.1K |
| HARBOUR INVESTMENTS, INC. | $1.0M | 36,264 | 0.01% | 7q | -13.8%-$159.8K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $913.9K | 33,100 | 0.08% | 5q | HELD |
| Lineweaver Wealth Advisors, LLC | $898.6K | 32,543 | 0.11% | 3q | HELD |
| Advisory Services Network, LLC | $870.9K | 31,542 | 0.01% | 7q | HELD |
| RAYMOND JAMES FINANCIAL INC | $725.1K | 26,259 | 0.00% | 5q | -85.2%-$4.2M |
| FC Advisory LLC | $722.5K | 26,165 | 0.19% | 6q | HELD |
| CENTRAL VALLEY ADVISORS, LLC | $684.5K | 24,790 | 0.18% | 4q | -2.7%-$18.7K |
| CAPTRUST FINANCIAL ADVISORS | $659.9K | 23,900 | 0.00% | 7q | HELD |
| Sovran Advisors, LLC | $644.0K | 23,236 | 0.05% | 4q | HELD |
| Chris Bulman Inc | $560.9K | 20,314 | 0.20% | 7q | -1.3%-$7.3K |
| Southland Equity Partners LLC | $547.6K | 19,833 | 0.10% | 7q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $524.5K | 18,997 | 0.01% | 6q | +7.9%+$38.6K |
| OLD MISSION CAPITAL LLC | $510.0K | 18,471 | 0.01% | new | NEW |
| FSA Advisors, Inc. | $499.1K | 18,074 | 0.11% | 3q | +96.0%+$244.5K |
| Ameritas Advisory Services, LLC | $488.9K | 17,705 | 0.01% | new | NEW |
| Archer Investment Corp | $459.5K | 16,642 | 0.04% | 7q | +93.4%+$222.0K |
| Ashton Thomas Private Wealth, LLC | $456.2K | 16,522 | 0.01% | 3q | HELD |
| MML INVESTORS SERVICES, LLC | $454.2K | 16,449 | 0.00% | 3q | +15.3%+$60.3K |
| LPL Financial LLC | $418.5K | 15,155 | 0.00% | 5q | -28.8%-$169.4K |
| JANE STREET GROUP, LLC | $395.5K | 14,325 | 0.00% | 2q | +61.5%+$150.6K |
| IMG Wealth Management, Inc. | $367.3K | 13,302 | 0.20% | 7q | -14.0%-$59.7K |
| MTM FINANCIAL GROUP, LLC | $356.5K | 12,912 | 0.15% | new | FIRST |
| TRUIST FINANCIAL CORP | $342.7K | 12,410 | 0.00% | 3q | HELD |
| Independent Advisor Alliance | $325.8K | 11,799 | 0.01% | new | NEW |
| First Heartland Consultants, Inc. | $323.7K | 11,722 | 0.02% | 3q | +27.0%+$68.8K |
| Integrity Advisory Solutions, LLC | $289.2K | 10,474 | 0.03% | 3q | -3.1%-$9.2K |
| AssuredPartners Investment Advisors, LLC | $286.7K | 10,385 | 0.03% | 3q | HELD |
| BridgePort Financial Solutions, LLC | $284.8K | 10,313 | 0.07% | 3q | HELD |
| Soltis Investment Advisors LLC | $284.4K | 10,302 | 0.02% | 4q | HELD |
| CFO4Life Group, LLC | $274.1K | 9,927 | 0.04% | 3q | HELD |
| NewEdge Advisors, LLC | $268.6K | 9,726 | 0.00% | 7q | -29.3%-$111.2K |
| Steward Partners Investment Advisory, LLC | $268.4K | 9,722 | 0.00% | 7q | HELD |
| GILL CAPITAL PARTNERS, LLC | $260.6K | 9,439 | 0.07% | 3q | HELD |
| Continuum Advisory, LLC | $259.5K | 9,398 | 0.02% | 3q | HELD |
| TrustBank | $248.5K | 9,000 | 0.08% | 3q | HELD |
| Galvin, Gaustad & Stein, LLC | $241.6K | 8,750 | 0.02% | 3q | HELD |
| Main Street Financial Solutions, LLC | $240.1K | 8,695 | 0.02% | 3q | HELD |
| IFP Advisors, Inc | $239.4K | 8,672 | 0.00% | 5q | -8.2%-$21.4K |
| Farther Finance Advisors, LLC | $237.4K | 8,597 | 0.00% | 6q | HELD |
| Trek Financial, LLC | $234.4K | 8,490 | 0.01% | 3q | HELD |
| WEALTHGARDEN F.S. LLC | $230.3K | 8,339 | 0.13% | 4q | HELD |
| Tradition Wealth Management, LLC | $220.2K | 7,976 | 0.01% | 3q | HELD |
| Bluesphere Advisors LLC | $219.7K | 7,958 | 0.07% | 7q | HELD |
| Allworth Financial LP | $176.3K | 6,384 | 0.00% | 3q | HELD |
| CoreCap Advisors, LLC | $157.7K | 5,710 | 0.00% | 5q | +7.1%+$10.4K |
| JPMORGAN CHASE & CO | $79.3K | 2,874 | 0.00% | new | NEW |
| Spire Wealth Management | $66.8K | 2,420 | 0.00% | 3q | HELD |
| Clearstead Advisors, LLC | $55.1K | 1,996 | 0.00% | 7q | HELD |
| AE Wealth Management LLC | $53.8K | 1,947 | 0.00% | 7q | -33.0%-$26.5K |
| Financial Network Wealth Advisors LLC | $40.4K | 1,464 | 0.04% | 3q | HELD |
| Investors Portfolio Services LLC | $30.4K | 1,100 | 0.02% | 3q | HELD |
| UBS Group AG | $29.4K | 1,064 | 0.00% | 3q | +79.4%+$13.0K |
| DHJJ Financial Advisors, Ltd. | $27.5K | 995 | 0.01% | 7q | -31.1%-$12.4K |
| EVERMAY WEALTH MANAGEMENT LLC | $24.9K | 900 | 0.00% | 4q | HELD |
| IFG Advisory, LLC | $13.8K | 500 | 0.00% | 2q | HELD |
| Noble Wealth Management PBC | $2.8K | 100 | 0.00% | 6q | -84.6%-$15.2K |
| CENTAURUS FINANCIAL, INC. | $1.9K | 67,473 | 0.07% | 7q | -4.6% |
| Cambridge Investment Research Advisors, Inc. | $1.2K | 42,914 | 0.00% | 7q | +90.7% |
| HRT FINANCIAL LP | $766 | 27,778 | 0.00% | new | NEW |
| Capital Analysts, LLC | $27 | 992 | 0.00% | 7q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 70 | $62.3M | 2,257,421 | 4 | 11 | 21 | 0.0% |
| Q1 2026 | 70 | $68.9M | 2,574,555 | 4 | 8 | 22 | 0.0% |
| Q4 2025 | 73 | $79.2M | 2,949,933 | 27 | 19 | 9 | 0.0% |
| Q3 2025 | 47 | $40.3M | 1,516,204 | 8 | 14 | 6 | 0.0% |
| Q2 2025 | 45 | $32.8M | 1,260,121 | 6 | 4 | 12 | 0.0% |
| Q1 2025 | 43 | $33.9M | 1,347,199 | 6 | 4 | 9 | 0.0% |
| Q4 2024 | 41 | $31.8M | 1,259,001 | 39 | 0 | 0 | 0.0% |