Innovator ETFs Trust - ZOCT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 922,470 | 24,755 | 0.03% | 0.0% | 1 | +836,634 | 974.69% | Q4 2025 | Feb 12, 2026 |
| Pachira Investments Inc. | History | Added to | 235,323 | 6,315 | 3.07% | 3.34% | 2 | +11,426 | 5.1% | Q4 2025 | Feb 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 195,102 | 5,235 | 0.0% | 0.0% | 3 | +17,850 | 10.07% | Q4 2025 | Feb 18, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 162,736 | 4,367 | 0.02% | 0.03% | 4 | -68,403 | -29.59% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 98,636 | 2,646 | 0.0% | 0.0% | 5 | +76,112 | 337.92% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 75,229 | 2,018 | 0.0% | 0.0% | 6 | +9,396 | 14.27% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 73,874 | 1,982 | 0.01% | 0.01% | 7 | +16,492 | 28.74% | Q4 2025 | Feb 13, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 73,664 | 1,976 | 0.26% | 0.26% | 8 | +5,129 | 7.48% | Q4 2025 | Jan 21, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 71,574 | 1,921 | 0.09% | 0.08% | 9 | +8,945 | 14.28% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 65,829 | 1,766 | 0.02% | 0.01% | 10 | +40,799 | 163.0% | Q4 2025 | Jan 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 57,206 | 1,535 | 0.03% | 0.01% | 11 | +43,016 | 303.14% | Q4 2025 | Feb 09, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 51,062 | 1,370 | 0.08% | 0.06% | 12 | -1,608 | -3.05% | Q4 2025 | Jan 30, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 47,793 | 1,282 | 0.03% | — | 13 | +47,793 | New | Q4 2025 | Feb 17, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 44,771 | 1,201 | 0.07% | — | 14 | +44,771 | New | Q4 2025 | Jan 20, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 42,641 | 1,144 | 0.16% | 0.17% | 15 | +3,760 | 9.67% | Q4 2025 | Jan 14, 2026 |
| Sovran Advisors, LLC | History | No change | 41,314 | 1,112 | 0.09% | 0.1% | 16 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 40,102 | 1,076 | 0.0% | 0.0% | 17 | +20,851 | 108.31% | Q4 2025 | Feb 17, 2026 |
| WealthPLAN Partners, LLC | History | No change | 39,889 | 1,070 | 0.16% | 0.16% | 18 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Vantage Financial Partners, LLC | History | Added to | 33,159 | 889 | 0.18% | 0.14% | 19 | +7,281 | 28.14% | Q4 2025 | Feb 03, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Added to | 33,100 | 888 | 0.08% | 0.06% | 20 | +7,100 | 27.31% | Q4 2025 | Jan 30, 2026 |
| Lineweaver Wealth Advisors, LLC | History | New | 32,563 | 873 | 0.12% | — | 21 | +32,563 | New | Q4 2025 | Jan 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 31,542 | 846 | 0.01% | 0.01% | 22 | +6,864 | 27.81% | Q4 2025 | Feb 17, 2026 |
| FC Advisory LLC | History | No change | 30,949 | 830 | 0.24% | 0.24% | 23 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 27,890 | 748 | 0.0% | 0.0% | 24 | +6,409 | 29.84% | Q4 2025 | Feb 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 23,900 | 641 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 23,591 | 633 | 0.19% | 0.19% | 26 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| LPL Financial LLC | History | Added to | 21,289 | 571 | 0.0% | 0.0% | 27 | +2,165 | 11.32% | Q4 2025 | Feb 11, 2026 |
| Chris Bulman Inc | History | Added to | 20,773 | 557 | 0.25% | 0.21% | 28 | +4,654 | 28.87% | Q4 2025 | Jan 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 19,999 | 536 | 0.0% | — | 29 | +19,999 | New | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 19,830 | 532 | 0.0% | — | 30 | +19,830 | New | Q4 2025 | Feb 10, 2026 |
| Southland Equity Partners LLC | History | No change | 19,833 | 532 | 0.1% | 0.11% | 31 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 19,026 | 510 | 0.01% | 0.01% | 32 | +3,081 | 19.32% | Q4 2025 | Feb 13, 2026 |
| Integrity Advisory Solutions, LLC | History | New | 18,282 | 490 | 0.07% | — | 33 | +18,282 | New | Q4 2025 | Feb 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 17,971 | 482 | 0.0% | 0.0% | 34 | -13,585 | -43.05% | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 17,823 | 478 | 0.01% | — | 35 | +17,823 | New | Q4 2025 | Jan 29, 2026 |
| IMG Wealth Management, Inc. | History | No change | 15,798 | 423 | 0.27% | 0.28% | 36 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 15,079 | 404 | 0.0% | — | 37 | +15,079 | New | Q4 2025 | Mar 25, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 13,121 | 352 | 0.07% | 0.08% | 38 | -2,623 | -16.66% | Q4 2025 | Jan 27, 2026 |
| TRUIST FINANCIAL CORP | History | New | 12,446 | 333 | 0.0% | — | 39 | +12,446 | New | Q4 2025 | Feb 02, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 10,969 | 294 | 0.09% | 0.09% | 40 | -159 | -1.43% | Q4 2025 | Jan 26, 2026 |
| Archer Investment Corp | History | Added to | 10,783 | 289 | 0.07% | 0.04% | 41 | +4,039 | 59.89% | Q4 2025 | Jan 30, 2026 |
| Soltis Investment Advisors LLC | History | No change | 10,542 | 282 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q4 2025 | Apr 02, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 10,385 | 278 | 0.04% | — | 44 | +10,385 | New | Q4 2025 | Feb 03, 2026 |
| BridgePort Financial Solutions, LLC | History | New | 10,363 | 278 | 0.07% | — | 43 | +10,363 | New | Q4 2025 | Jan 16, 2026 |
| First Heartland Consultants, Inc. | History | New | 9,973 | 267 | 0.02% | — | 45 | +9,973 | New | Q4 2025 | Jan 09, 2026 |
| CFO4Life Group, LLC | History | New | 9,927 | 266 | 0.04% | — | 46 | +9,927 | New | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 9,722 | 260 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 9,439 | 253 | 0.08% | — | 48 | +9,439 | New | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Added to | 9,448 | 253 | 0.01% | 0.0% | 49 | +5,298 | 127.66% | Q4 2025 | Feb 06, 2026 |
| Continuum Advisory, LLC | History | New | 9,398 | 252 | 0.03% | — | 50 | +9,398 | New | Q4 2025 | Feb 11, 2026 |
| FSA Advisors, Inc. | History | New | 9,220 | 247 | 0.17% | — | 51 | +9,220 | New | Q4 2025 | Feb 02, 2026 |
| TrustBank | History | New | 9,000 | 241 | 0.1% | — | 52 | +9,000 | New | Q4 2025 | Feb 09, 2026 |
| Galvin, Gaustad & Stein, LLC | History | New | 8,750 | 234 | 0.02% | — | 53 | +8,750 | New | Q4 2025 | Jan 23, 2026 |
| Main Street Financial Solutions, LLC | History | New | 8,695 | 233 | 0.02% | — | 54 | +8,695 | New | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | No change | 8,597 | 230 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Trek Financial, LLC | History | New | 8,490 | 227 | 0.01% | — | 56 | +8,490 | New | Q4 2025 | Feb 04, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 8,339 | 224 | 0.15% | 0.16% | 57 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tradition Wealth Management, LLC | History | New | 7,976 | 214 | 0.02% | — | 58 | +7,976 | New | Q4 2025 | Feb 11, 2026 |
| Bluesphere Advisors LLC | History | No change | 7,958 | 213 | 0.09% | 0.1% | 59 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Allworth Financial LP | History | New | 6,384 | 171 | 0.0% | — | 60 | +6,384 | New | Q4 2025 | Feb 05, 2026 |
| OPTIMA CAPITAL LLC | History | New | 4,956 | 132 | 0.06% | — | 61 | +4,956 | New | Q4 2025 | Jan 23, 2026 |
| SageView Advisory Group, LLC | History | New | 4,517 | 121 | 0.0% | — | 62 | +4,517 | New | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 4,055 | 108 | 0.0% | 0.0% | 63 | -565 | -12.23% | Q4 2025 | Jan 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,925 | 78 | 0.0% | 0.0% | 64 | -15,468 | -84.1% | Q4 2025 | Jan 26, 2026 |
| Spire Wealth Management | History | New | 2,420 | 64 | 0.0% | — | 65 | +2,420 | New | Q4 2025 | Jan 14, 2026 |
| BARCLAYS PLC | History | Reduced | 2,223 | 59 | 0.0% | 0.0% | 66 | -3,343 | -60.06% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,996 | 53 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 1,464 | 39 | 0.04% | — | 68 | +1,464 | New | Q4 2025 | Feb 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 1,445 | 38 | 0.01% | 0.02% | 69 | -350 | -19.5% | Q4 2025 | Jan 23, 2026 |
| SIGNATUREFD, LLC | History | New | 1,173 | 31 | 0.0% | — | 70 | +1,173 | New | Q4 2025 | Jan 20, 2026 |
| Investors Portfolio Services LLC | History | New | 1,100 | 29 | 0.03% | — | 71 | +1,100 | New | Q4 2025 | Feb 09, 2026 |
| Capital Analysts, LLC | History | No change | 992 | 27 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 900 | 24 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Noble Wealth Management PBC | History | No change | 650 | 17 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| UBS Group AG | History | New | 436 | 11 | 0.0% | — | 75 | +436 | New | Q4 2025 | Jan 29, 2026 |
| CWM, LLC | History | No change | 187 | 5 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,361 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WPWealth LLP | History | Closed out | 0 | 0 | — | 0.04% | — | -8,372 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,919 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,950 | -100.0% | Q3 2025 | Nov 06, 2025 |