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ZOCT

Innovator Equity Defined Protection ETF - 1 Yr October
ZOCT

53 hedge funds and large institutions have $45.2M invested in Innovator Equity Defined Protection ETF - 1 Yr October in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

14% more capital invested

Capital invested by funds: $39.5M → $45.2M (+$5.66M)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

11.21% more ownership

Funds ownership: 62.71% → 73.93% (+11%)

2% more funds holding

Funds holding: 52 → 53 (+1)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
17
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
+$4.58M
2
SA
Sovran Advisors
California
+$1.09M
3
CVA
Central Valley Advisors
California
+$620K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$613K
5
CW
CreativeOne Wealth
Kansas
+$419K

Top Sellers

1
CF
Centaurus Financial
California
-$1.58M
2
PS
Principal Securities
Iowa
-$915K
3
AWA
Arete Wealth Advisors
Illinois
-$747K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$588K
5
Goldman Sachs
Goldman Sachs
New York
-$385K
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
1
NewEdge Advisors
Louisiana
$6.14M -$23.7K -903 -0.4%
PI
2
Pachira Investments
California
$5.95M +$19.9K +758 +0.3%
Raymond James Financial
3
Raymond James Financial
Florida
$4.71M +$4.58M +174,141 +5,598%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.28M +$321K +12,214 +17%
KWM
5
KFG Wealth Management
Indiana
$1.82M +$35.5K +1,349 +2%
HighTower Advisors
6
HighTower Advisors
Illinois
$1.75M – – –
CF
7
Centaurus Financial
California
$1.67M -$1.58M -60,114 -49%
KAS
8
Kestra Advisory Services
Texas
$1.53M +$102K +3,881 +7%
SB
9
Strategic Blueprint
Georgia
$1.4M -$56.1K -2,134 -4%
SA
10
Sovran Advisors
California
$1.1M +$1.09M +41,314 New
WP
11
WealthPLAN Partners
Nebraska
$1.06M – – –
CWS
12
Cypress Wealth Services
California
$1.03M – – –
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$839K +$613K +23,314 +283%
FA
14
FC Advisory
Pennsylvania
$823K – – –
CNBT
15
Canandaigua National Bank & Trust
New York
$691K – – –
VFPW
16
Vantage Financial Partners (Wisconsin)
Wisconsin
$688K – – –
BCM
17
Brookstone Capital Management
Illinois
$665K +$252K +9,573 +62%
ASN
18
Advisory Services Network
Georgia
$656K – – –
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$635K – – –
CVA
20
Central Valley Advisors
California
$627K +$620K +23,591 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$599K -$588K -22,361 -50%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$571K +$2.47K +94 +0.4%
SEP
23
Southland Equity Partners
Missouri
$527K – – –
Osaic Holdings
24
Osaic Holdings
Arizona
$512K +$363K +13,796 +253%
LPL Financial
25
LPL Financial
California
$508K +$171K +6,500 +51%
1
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ZOCT Hedge Fund Activity: Q3 2025 in Review

53 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) for Q3 2025, worth a combined $45.2M — up 14% from $39.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ZOCT positions and 8 closed out — a net gain of 1 holder — while 17 added to existing stakes and 8 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $4.58M. The largest seller was Centaurus Financial, cutting an estimated $1.58M.

  • 53 institutional investors held Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) as of Q3 2025, up from 52 in Q2 2025.
  • Funds reported $45.2M of Innovator Equity Defined Protection ETF - 1 Yr October stock for Q3 2025, up 14% quarter-over-quarter.
  • 9 funds opened new Innovator Equity Defined Protection ETF - 1 Yr October positions in Q3 2025 and 8 closed out, a net change of +1 holder.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr October buyer in Q3 2025 was Raymond James Financial, an estimated $4.58M added.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr October seller in Q3 2025 was Centaurus Financial, an estimated $1.58M sold.

Based on aggregated 13F filings for Q3 2025.