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DDFD Institutional Ownership

Innovator Equity Dual Directional 15 Buffer ETF - December
1W: +0.0% 1M: +0.5% 3M: +1.9% YTD: +6.5%
$20.42
+0.04 (+0.17%)
 
Weekly Expected Move ±0.4%
$20 $20 $20 $20 $21
ETF CBOE · AUM $1.3B

Institutional Ownership — DDFD

61
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
109M
Total Invested
8
New Positions
9
Increased
25
Reduced
4
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (66 total)

# Holder Shares Value Change Change % Holding Period Filing
1 SIGNATUREFD, LLC 1,265,508 26M -45,275 -3.5% 3Q SEC ↗
2 SageView Advisory Group, LLC 510,851 10M -21,992 -4.1% 3Q SEC ↗
3 Creative Planning 510,851 10M -21,992 -4.1% 2Q SEC ↗
4 MML INVESTORS SERVICES, LLC 331,993 7M +29,690 +9.8% 2Q SEC ↗
5 ENVESTNET ASSET MANAGEMENT INC 330,003 7M +4,388 +1.3% 2Q SEC ↗
6 OSAIC HOLDINGS, INC. 309,923 6M -9,756 -3.1% 2Q SEC ↗
7 RPg Family Wealth Advisory, LLC NEW 300,310 6M — +0.0% 1Q SEC ↗
8 COMMONWEALTH EQUITY SERVICES, LLC 182,006 4M -4,470 -2.4% 3Q SEC ↗
9 CENTAURUS FINANCIAL, INC. 174,283 4M +142,835 +454.2% 3Q SEC ↗
10 SUSQUEHANNA INTERNATIONAL GROUP, LLP 173,333 4M +133,325 +333.2% 3Q SEC ↗
11 Cambridge Investment Research Advisors 121,335 2M -4,514 -3.6% 3Q SEC ↗
12 Brookstone Capital Management 85,945 2M -2,829 -3.2% 3Q SEC ↗
13 Weaver Capital Management LLC 81,364 2M — +0.0% 3Q SEC ↗
14 Archer Investment Corp 73,924 2M -980 -1.3% 3Q SEC ↗
15 Diligent Investors, LLC 68,900 1M -2,000 -2.8% 3Q SEC ↗
16 MACROVIEW INVESTMENT MANAGEMENT LLC 67,655 1M +3,325 +5.2% 3Q SEC ↗
17 JANE STREET GROUP, LLC NEW 65,728 1M — +0.0% 1Q SEC ↗
18 SAGESPRING WEALTH PARTNERS, LLC 52,567 1M — +0.0% 2Q SEC ↗
19 Cassady Wealth & Retirement Planning, 51,363 1M +2,233 +4.5% 3Q SEC ↗
20 Cetera Investment Advisers 50,787 1M -1,450 -2.8% 3Q SEC ↗
21 Kestra Advisory Services, LLC 50,273 1M -12,862 -20.4% 3Q SEC ↗
22 INDEPENDENT FINANCIAL GROUP, LLC 50,010 1M — +0.0% 3Q SEC ↗
23 First Heartland Consultants, Inc. 48,300 986K -63 -0.1% 3Q SEC ↗
24 CORRADO ADVISORS, LLC 42,966 877K -1,311 -3.0% 3Q SEC ↗
25 Castle Rock Wealth Management, LLC 38,613 788K -1,533 -3.8% 3Q SEC ↗
26 ARS Wealth Advisors Group, LLC 35,615 727K — +0.0% 3Q SEC ↗
27 CITADEL ADVISORS LLC 26,650 544K +6,924 +35.1% 2Q SEC ↗
28 Cypress Wealth Services, LLC 26,316 537K — +0.0% 3Q SEC ↗
29 Merit Financial Group, LLC 24,737 505K -1,001 -3.9% 3Q SEC ↗
30 NewEdge Advisors, LLC 22,373 457K — +0.0% 3Q SEC ↗
31 OLD MISSION CAPITAL LLC 20,975 428K +120 +0.6% 3Q SEC ↗
32 Composition Wealth, LLC 19,680 402K — +0.0% 3Q SEC ↗
33 PRINCIPAL SECURITIES, INC. 17,732 362K -482 -2.6% 3Q SEC ↗
34 HARBOUR INVESTMENTS, INC. 17,085 349K -51,364 -75.0% 3Q SEC ↗
35 BENJAMIN EDWARDS INC 15,750 322K — +0.0% 3Q SEC ↗
36 Kingsview Wealth Management, LLC 14,579 298K -181,054 -92.5% 3Q SEC ↗
37 Coordinated Financial Services, Inc. 14,325 293K +575 +4.2% 2Q SEC ↗
38 Strategic Blueprint, LLC 14,291 292K +2,680 +23.1% 2Q SEC ↗
39 Visionary Wealth Advisors 14,089 288K — +0.0% 3Q SEC ↗
40 IFP Advisors, Inc 14,008 286K — +0.0% 3Q SEC ↗
41 Summit Financial, LLC NEW 13,780 281K — +0.0% 1Q SEC ↗
42 Tradition Wealth Management, LLC 13,266 271K — +0.0% 3Q SEC ↗
43 IMA Advisory Services, Inc. NEW 12,325 252K — +0.0% 1Q SEC ↗
44 Welch Financial Planning, LLC 12,010 245K -82,523 -87.3% 3Q SEC ↗
45 DHJJ Financial Advisors, Ltd. 11,950 244K — +0.0% 3Q SEC ↗
46 SEEDS INVESTOR LLC NEW 11,262 230K — +0.0% 1Q SEC ↗
47 AssuredPartners Investment Advisors, L 10,020 205K — +0.0% 3Q SEC ↗
48 Fortune Financial Group, Inc. NEW 10,000 204K — +0.0% 1Q SEC ↗
49 BARCLAYS PLC NEW 9,887 202K — +0.0% 1Q SEC ↗
50 Clearstead Advisors, LLC 8,981 183K — +0.0% 3Q SEC ↗

Recent Activity

New Positions (8)
HolderSharesValue
RPg Family Wealth Advisory, LLC 300,310 6M
JANE STREET GROUP, LLC 65,728 1M
Summit Financial, LLC 13,780 281K
IMA Advisory Services, Inc. 12,325 252K
SEEDS INVESTOR LLC 11,262 230K
Fortune Financial Group, Inc. 10,000 204K
BARCLAYS PLC 9,887 202K
UBS Group AG 1,686 34K
Biggest Increases (10)
HolderAddedChange %Total Shares
CENTAURUS FINANCIAL, INC. +142,835 +454.2% 174,283
SUSQUEHANNA INTERNATIONAL GROUP, LL +133,325 +333.2% 173,333
MML INVESTORS SERVICES, LLC +29,690 +9.8% 331,993
CITADEL ADVISORS LLC +6,924 +35.1% 26,650
ENVESTNET ASSET MANAGEMENT INC +4,388 +1.3% 330,003
MACROVIEW INVESTMENT MANAGEMENT LLC +3,325 +5.2% 67,655
Strategic Blueprint, LLC +2,680 +23.1% 14,291
Cassady Wealth & Retirement Plannin +2,233 +4.5% 51,363
Coordinated Financial Services, Inc +575 +4.2% 14,325
OLD MISSION CAPITAL LLC +120 +0.6% 20,975
Biggest Decreases (20)
HolderReducedChange %Total Shares
Kingsview Wealth Management, LLC -181,054 -92.5% 14,579
Welch Financial Planning, LLC -82,523 -87.3% 12,010
HARBOUR INVESTMENTS, INC. -51,364 -75.0% 17,085
SIGNATUREFD, LLC -45,275 -3.5% 1,265,508
Bullseye Investment Management, LLC -30,198 -99.1% 262
SageView Advisory Group, LLC -21,992 -4.1% 510,851
Creative Planning -21,992 -4.1% 510,851
Kestra Advisory Services, LLC -12,862 -20.4% 50,273
OSAIC HOLDINGS, INC. -9,756 -3.1% 309,923
Cambridge Investment Research Advis -4,514 -3.6% 121,335
COMMONWEALTH EQUITY SERVICES, LLC -4,470 -2.4% 182,006
Brookstone Capital Management -2,829 -3.2% 85,945
Diligent Investors, LLC -2,000 -2.8% 68,900
Castle Rock Wealth Management, LLC -1,533 -3.8% 38,613
Cetera Investment Advisers -1,450 -2.8% 50,787
CORRADO ADVISORS, LLC -1,311 -3.0% 42,966
Merit Financial Group, LLC -1,001 -3.9% 24,737
WOODARD & CO ASSET MANAGEMENT GROUP -1,000 -40.0% 1,500
Archer Investment Corp -980 -1.3% 73,924
PRINCIPAL SECURITIES, INC. -482 -2.6% 17,732

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms