DOSSIER · 13F Holders · Q2 2026
ZOCT

Innovator Eqty Def Prot 1yr to Oct 2025 ETF

77 institutions still hold Innovator Eqty Def Prot 1yr to Oct 2025 ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 45784N700·77 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$49M
visible holders
Holders
77
filers reporting
Concentration
39.38%
COMMONWEALTH EQUITY SERVICES, LLC #1
top holder share
AI Holders Summary · Q2 2026

77 institutions reported ZOCT in Q2 2026. COMMONWEALTH EQUITY SERVICES, LLC leads at 39.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$19M703K0.02%Q2 2026
02
Pachira Investments Inc.
CIK 0001563634
$7M248K2.58%Q2 2026
03
KFG WEALTH MANAGEMENT, LLC
CIK 0001919344
$2M71K0.22%Q2 2026
04
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$2M72K0.09%Q4 2025
05
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M67K0.00%Q2 2026
06
HighTower Advisors, LLC
CIK 0001462245
$2M62K0.00%Q2 2026
07
Brookstone Capital Management
CIK 0001599584
$2M59K0.02%Q2 2026
08
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M54K0.00%Q2 2026
09
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M48K0.00%Q2 2026
10
Strategic Blueprint, LLC
CIK 0001767821
$1M45K0.06%Q2 2026
11
Cetera Investment Advisers
CIK 0001666741
$1M39K0.00%Q2 2026
12
Cypress Wealth Services, LLC
CIK 0001721527
$1M39K0.13%Q2 2026
13
Kestra Advisory Services, LLC
CIK 0001830819
$1M39K0.00%Q2 2026
14
WealthPLAN Partners, LLC
CIK 0001639943
$1M40K0.21%Q1 2026
15
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CIK 0001965756
$1M38K0.05%Q2 2026
16
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$1M36K0.01%Q2 2026
17
CANANDAIGUA NATIONAL BANK & TRUST CO
CIK 0001074266
$914K33K0.08%Q2 2026
18
Lineweaver Wealth Advisors, LLC
CIK 0001797873
$899K33K0.11%Q2 2026
19
Vantage Financial Partners, LLC
CIK 0001911766
$890K33K0.18%Q4 2025
20
CANANDAIGUA NATIONAL CORP
CIK 0000759458
$885K33K0.08%Q1 2026
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