ZOCT Institutional Ownership & Shareholders
INR EQTY DEF P ETF - 1 Y OC (ZOCT) is currently held by 78 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $66.33M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Commonwealth Equity Services, Llc is currently the largest disclosed institutional shareholder of ZOCT tracked by InsiderSet, reporting ownership valued at approximately $18.03M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $18.08M, representing an estimated gain of +0.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed ZOCT value among the investors covered in this analysis. Major shareholders include Commonwealth Equity Services, Llc, Pachira Investments Inc., Kfg Wealth Management, Llc, and several other long-term asset managers with concentrated positions in INR EQTY DEF P ETF - 1 Y OC (ZOCT).
This page ranks the largest institutional ZOCT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
78
Total Reported Value
$66.33M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$18.03M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
89
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Commonwealth Equity Services, Llc | 0.02% | 641,088 | $18,027,400 | $18,081,887 | +$54,487 | +0.30% | |
| Pachira Investments Inc. | 2.47% | 274,718 | $7,725,070 | $7,748,421 | +$23,351 | +0.30% | |
| Kfg Wealth Management, Llc | 0.21% | 68,740 | $1,932,969 | $1,938,812 | +$5,843 | +0.30% | |
| Centaurus Financial, Inc. | 0.07% | 67,473 | $1,863,000 | $1,903,076 | +$40,076 | +2.15% | |
| Susquehanna International Group, Llp | 0.00% | 67,094 | $1,852,573 | $1,892,386 | +$39,813 | +2.15% | |
| Brookstone Capital Management | 0.02% | 59,188 | $1,664,367 | $1,669,398 | +$5,031 | +0.30% | |
| Envestnet Asset Management Inc | 0.00% | 53,910 | $1,488,541 | $1,520,532 | +$31,991 | +2.15% | |
| Kestra Advisory Services, Llc | 0.00% | 51,873 | $1,458,669 | $1,463,078 | +$4,409 | +0.30% | |
| Osaic Holdings, Inc. | 0.00% | 47,956 | $1,324,113 | $1,352,599 | +$28,486 | +2.15% | |
| Strategic Blueprint, Llc | 0.06% | 42,924 | $1,207,017 | $1,210,671 | +$3,654 | +0.30% | |
| Concurrent Investment Advisors, Llc | 0.01% | 42,711 | $1,201,033 | $1,204,664 | +$3,631 | +0.30% | |
| Cypress Wealth Services, Llc | 0.14% | 40,732 | $1,153,327 | $1,148,846 | -$4,481 | -0.39% | |
| Wealthplan Partners, Llc | 0.21% | 39,889 | $1,121,679 | $1,125,069 | +$3,390 | +0.30% | |
| Cetera Investment Advisers | 0.00% | 39,416 | $1,088,339 | $1,111,728 | +$23,389 | +2.15% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.05% | 36,221 | $1,018,535 | $1,021,613 | +$3,078 | +0.30% | |
| Harbour Investments, Inc. | 0.01% | 36,264 | $1,001,307 | $1,022,826 | +$21,519 | +2.15% | |
| Sovran Advisors, Llc | 0.06% | 32,970 | $933,710 | $929,919 | -$3,791 | -0.41% | |
| Canandaigua National Corp | 0.08% | 33,100 | $885,359 | $933,586 | +$48,227 | +5.45% | |
| Lineweaver Wealth Advisors, Llc | 0.10% | 31,312 | $880,493 | $883,155 | +$2,662 | +0.30% | |
| Advisory Services Network, Llc | 0.01% | 31,542 | $870,925 | $889,642 | +$18,717 | +2.15% | |
| Hrt Financial Lp | 0.00% | 27,778 | $766,000 | $783,478 | +$17,478 | +2.28% | |
| Fc Advisory Llc | 0.19% | 26,165 | $735,760 | $737,984 | +$2,224 | +0.30% | |
| Central Valley Advisors, Llc | 0.20% | 25,842 | $726,679 | $728,874 | +$2,195 | +0.30% | |
| Raymond James Financial Inc | 0.00% | 26,259 | $725,053 | $740,635 | +$15,582 | +2.15% | |
| Captrust Financial Advisors | 0.00% | 23,900 | $659,917 | $674,100 | +$14,183 | +2.15% | |
| Chris Bulman Inc | 0.20% | 20,769 | $584,024 | $585,790 | +$1,766 | +0.30% | |
| Independent Financial Group, Llc | 0.01% | 20,492 | $576,235 | $577,977 | +$1,742 | +0.30% | |
| Trek Financial, Llc | 0.03% | 20,231 | $568,882 | $570,615 | +$1,733 | +0.30% | |
| Truist Financial Corp | 0.00% | 19,312 | $543,053 | $544,695 | +$1,642 | +0.30% | |
| Wheelhouse Advisory Group Llc | 0.14% | 18,963 | $533,240 | $534,851 | +$1,611 | +0.30% | |
| Old Mission Capital Llc | 0.01% | 18,471 | $510,013 | $520,975 | +$10,962 | +2.15% | |
| Ameritas Advisory Services, Llc | 0.01% | 17,705 | $488,863 | $499,370 | +$10,507 | +2.15% | |
| Southland Equity Partners Llc | 0.08% | 17,238 | $484,733 | $486,198 | +$1,465 | +0.30% | |
| Img Wealth Management, Inc. | 0.25% | 17,069 | $479,980 | $481,431 | +$1,451 | +0.30% | |
| Ashton Thomas Private Wealth, Llc | 0.01% | 16,522 | $456,199 | $466,003 | +$9,804 | +2.15% | |
| Mml Investors Services, Llc | 0.00% | 16,449 | $454,183 | $463,944 | +$9,761 | +2.15% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 15,568 | $440,269 | $439,095 | -$1,174 | -0.27% | |
| Chicago Partners Investment Group Llc | 0.01% | 14,977 | $422,501 | $422,426 | -$75 | -0.02% | |
| Lpl Financial Llc | 0.00% | 15,155 | $418,454 | $427,447 | +$8,993 | +2.15% | |
| Jane Street Group, Llc | 0.00% | 14,325 | $395,536 | $404,037 | +$8,501 | +2.15% | |
| Madrona Financial Services, Llc | 0.06% | 12,710 | $357,405 | $358,486 | +$1,081 | +0.30% | |
| First Heartland Consultants, Inc. | 0.02% | 11,722 | $329,623 | $330,619 | +$996 | +0.30% | |
| Independent Advisor Alliance | 0.01% | 11,799 | $325,789 | $332,791 | +$7,002 | +2.15% | |
| Bridgeport Financial Solutions, Llc | 0.07% | 10,313 | $290,002 | $290,878 | +$876 | +0.30% | |
| Soltis Investment Advisors Llc | 0.01% | 10,302 | $289,688 | $290,568 | +$880 | +0.30% | |
| Assuredpartners Investment Advisors, Llc | 0.03% | 10,385 | $286,746 | $292,909 | +$6,163 | +2.15% | |
| Cfo4Life Group, Llc | 0.04% | 9,927 | $274,100 | $279,991 | +$5,891 | +2.15% | |
| Newedge Advisors, Llc | 0.00% | 9,726 | $268,550 | $274,322 | +$5,772 | +2.15% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 9,722 | $268,440 | $274,209 | +$5,769 | +2.15% | |
| Gill Capital Partners, Llc | 0.07% | 9,439 | $265,425 | $266,227 | +$802 | +0.30% |
Frequently asked questions about ZOCT
Who are the largest institutional holders of ZOCT?
The largest institutional holders of ZOCT reported in the latest SEC Form 13F filings include Commonwealth Equity Services, Llc, Pachira Investments Inc., Kfg Wealth Management, Llc, Centaurus Financial, Inc., and Susquehanna International Group, Llp. InsiderSet ranks institutional holders by their latest reported ZOCT position.
What is ZOCT institutional ownership?
This page tracks ZOCT positions reported by institutional investment managers through SEC Form 13F. INR EQTY DEF P ETF - 1 Y OC (ZOCT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ZOCT?
InsiderSet currently tracks 78 institutional managers reporting ZOCT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ZOCT shareholders.
How much ZOCT stock do institutions own?
Institutional investment managers disclosed approximately $66.33M in ZOCT holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ZOCT institutional ownership last updated?
The latest ZOCT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ZOCT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ZOCT position after the reporting date.
Are institutions buying or selling ZOCT?
Institutional buying and selling can be analyzed by comparing ZOCT positions across consecutive 13F reporting periods. InsiderSet's ZOCT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ZOCT ownership changes.
How has ZOCT institutional ownership changed over time?
InsiderSet tracks ZOCT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.