INR EQTY DEF P ETF - 1 Y OC (ZOCT) Institutional Ownership Changes & 13F Activity

INR EQTY DEF P ETF - 1 Y OC (ZOCT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Commonwealth Equity Services, Llc, Raymond James Financial Inc, Newedge Advisors, Llc, Cetera Investment Advisers, and Kestra Advisory Services, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Raymond James Financial IncBuy+195,102—195,102$5.24MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+162,736—162,736$4.37MQ4 2025Feb 18, 2026
Cetera Investment AdvisersBuy+98,636—98,636$2.65MQ4 2025Feb 17, 2026
Old Mission Capital LlcBuy+47,793—47,793$1.28MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+40,102—40,102$1.08MQ4 2025Feb 17, 2026
Advisory Services Network, LlcBuy+31,542—31,542$846.45KQ4 2025Feb 17, 2026
Captrust Financial AdvisorsBuy+23,900—23,900$641.37KQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+17,971—17,971$482.26KQ4 2025Feb 17, 2026
Kestra Advisory Services, LlcBuy+73,874—73,874$1.98MQ4 2025Feb 13, 2026
Centaurus Financial, Inc.Buy+71,574—71,574$1.92MQ4 2025Feb 13, 2026
Mml Investors Services, LlcBuy+19,999—19,999$536.69KQ4 2025Feb 13, 2026
Creativeone Wealth, LlcBuy+19,026—19,026$510.58KQ4 2025Feb 13, 2026
Barclays PlcBuy+2,223—2,223$59.66KQ4 2025Feb 13, 2026
Financial Network Wealth Advisors LlcBuy+1,464—1,464$39.29KQ4 2025Feb 13, 2026
Commonwealth Equity Services, LlcBuy+922,470—922,470$24.76MQ4 2025Feb 12, 2026
Wealthplan Partners, LlcBuy+39,889—39,889$1.07MQ4 2025Feb 12, 2026
Steward Partners Investment Advisory, LlcBuy+9,722—9,722$260.90KQ4 2025Feb 12, 2026
Lpl Financial LlcBuy+21,289—21,289$571.30KQ4 2025Feb 11, 2026
Continuum Advisory, LlcBuy+9,398—9,398$252.20KQ4 2025Feb 11, 2026
Wealthgarden F.S. LlcBuy+8,339—8,339$224.74KQ4 2025Feb 11, 2026
Tradition Wealth Management, LlcBuy+7,976—7,976$214.04KQ4 2025Feb 11, 2026
Capital Analysts, LlcBuy+992—992$27.00KQ4 2025Feb 11, 2026
Envestnet Asset Management IncBuy+19,830—19,830$532.15KQ4 2025Feb 10, 2026
Goldman Sachs Group IncBuy+15,079—15,079$404.66KQ4 2025Feb 10, 2026
Gill Capital Partners, LlcBuy+9,439—9,439$253.30KQ4 2025Feb 10, 2026
Harbour Investments, Inc.Buy+57,206—57,206$1.54MQ4 2025Feb 09, 2026
Integrity Advisory Solutions, LlcBuy+18,282—18,282$490.61KQ4 2025Feb 09, 2026
TrustbankBuy+9,000—9,000$241.52KQ4 2025Feb 09, 2026
Clearstead Advisors, LlcBuy+1,996—1,996$53.56KQ4 2025Feb 09, 2026
Investors Portfolio Services LlcBuy+1,100—1,100$29.52KQ4 2025Feb 09, 2026
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Frequently asked questions about ZOCT activity

  • Which institutional owners are buying ZOCT?

    Institutional owners buying ZOCT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in ZOCT activity?

    "Buy" means an investor increased their reported position in ZOCT compared to the prior reporting period. This reflects growing exposure to INR EQTY DEF P ETF - 1 Y OC (ZOCT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in ZOCT increasing?

    Institutional interest in ZOCT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.