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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | Buy | +195,102 | — | 195,102 | $5.24M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +162,736 | — | 162,736 | $4.37M | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | Buy | +98,636 | — | 98,636 | $2.65M | Q4 2025 | Feb 17, 2026 |
| Old Mission Capital Llc | Buy | +47,793 | — | 47,793 | $1.28M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +40,102 | — | 40,102 | $1.08M | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, Llc | Buy | +31,542 | — | 31,542 | $846.45K | Q4 2025 | Feb 17, 2026 |
| Captrust Financial Advisors | Buy | +23,900 | — | 23,900 | $641.37K | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +17,971 | — | 17,971 | $482.26K | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, Llc | Buy | +73,874 | — | 73,874 | $1.98M | Q4 2025 | Feb 13, 2026 |
| Centaurus Financial, Inc. | Buy | +71,574 | — | 71,574 | $1.92M | Q4 2025 | Feb 13, 2026 |
| Mml Investors Services, Llc | Buy | +19,999 | — | 19,999 | $536.69K | Q4 2025 | Feb 13, 2026 |
| Creativeone Wealth, Llc | Buy | +19,026 | — | 19,026 | $510.58K | Q4 2025 | Feb 13, 2026 |
| Barclays Plc | Buy | +2,223 | — | 2,223 | $59.66K | Q4 2025 | Feb 13, 2026 |
| Financial Network Wealth Advisors Llc | Buy | +1,464 | — | 1,464 | $39.29K | Q4 2025 | Feb 13, 2026 |
| Commonwealth Equity Services, Llc | Buy | +922,470 | — | 922,470 | $24.76M | Q4 2025 | Feb 12, 2026 |
| Wealthplan Partners, Llc | Buy | +39,889 | — | 39,889 | $1.07M | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +9,722 | — | 9,722 | $260.90K | Q4 2025 | Feb 12, 2026 |
| Lpl Financial Llc | Buy | +21,289 | — | 21,289 | $571.30K | Q4 2025 | Feb 11, 2026 |
| Continuum Advisory, Llc | Buy | +9,398 | — | 9,398 | $252.20K | Q4 2025 | Feb 11, 2026 |
| Wealthgarden F.S. Llc | Buy | +8,339 | — | 8,339 | $224.74K | Q4 2025 | Feb 11, 2026 |
| Tradition Wealth Management, Llc | Buy | +7,976 | — | 7,976 | $214.04K | Q4 2025 | Feb 11, 2026 |
| Capital Analysts, Llc | Buy | +992 | — | 992 | $27.00K | Q4 2025 | Feb 11, 2026 |
| Envestnet Asset Management Inc | Buy | +19,830 | — | 19,830 | $532.15K | Q4 2025 | Feb 10, 2026 |
| Goldman Sachs Group Inc | Buy | +15,079 | — | 15,079 | $404.66K | Q4 2025 | Feb 10, 2026 |
| Gill Capital Partners, Llc | Buy | +9,439 | — | 9,439 | $253.30K | Q4 2025 | Feb 10, 2026 |
| Harbour Investments, Inc. | Buy | +57,206 | — | 57,206 | $1.54M | Q4 2025 | Feb 09, 2026 |
| Integrity Advisory Solutions, Llc | Buy | +18,282 | — | 18,282 | $490.61K | Q4 2025 | Feb 09, 2026 |
| Trustbank | Buy | +9,000 | — | 9,000 | $241.52K | Q4 2025 | Feb 09, 2026 |
| Clearstead Advisors, Llc | Buy | +1,996 | — | 1,996 | $53.56K | Q4 2025 | Feb 09, 2026 |
| Investors Portfolio Services Llc | Buy | +1,100 | — | 1,100 | $29.52K | Q4 2025 | Feb 09, 2026 |
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.