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DDFL Institutional Ownership

Innovator ETFs Trust - Innovator Equity Dual Directional 15 Buffer ETF - July
1W: +0.1% 1M: +0.6% YTD: +0.9%
$21.65
+0.05 (+0.23%)
 
Weekly Expected Move ±0.7%
$21 $22 $22 $22 $22
ETF CBOE · AUM $153.8M

Institutional Ownership — DDFL

57
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
46M
Total Invested
10
New Positions
4
Increased
24
Reduced
7
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (63 total)

# Holder Shares Value Change Change % Holding Period Filing
1 CENTAURUS FINANCIAL, INC. NEW 347,995 $8M — +0.0% 1Q SEC ↗
2 COMMONWEALTH EQUITY SERVICES, LLC 178,812 $4M -33,073 -15.6% 4Q SEC ↗
3 Southland Equity Partners LLC 169,864 $4M — +0.0% 4Q SEC ↗
4 CORRADO ADVISORS, LLC 139,927 $3M +4,493 +3.3% 4Q SEC ↗
5 HARBOUR INVESTMENTS, INC. 117,997 $3M -82,101 -41.0% 4Q SEC ↗
6 Diligent Investors, LLC 114,998 $2M +3,990 +3.6% 4Q SEC ↗
7 SIGNATUREFD, LLC NEW 94,206 $2M — +0.0% 1Q SEC ↗
8 Welch Financial Planning, LLC 85,711 $2M -37,965 -30.7% 3Q SEC ↗
9 Farther Finance Advisors, LLC 80,018 $2M +5,307 +7.1% 3Q SEC ↗
10 NewEdge Advisors, LLC 57,235 $1M -110 -0.2% 4Q SEC ↗
11 RETIREMENT GUYS FORMULA LLC 55,727 $1M -1,988 -3.4% 4Q SEC ↗
12 World Investment Advisors 46,309 $1M -817 -1.7% 4Q SEC ↗
13 Cetera Investment Advisers 45,771 $991K — +0.0% 4Q SEC ↗
14 KFG WEALTH MANAGEMENT, LLC 44,438 $962K — +0.0% 4Q SEC ↗
15 SUSQUEHANNA INTERNATIONAL GROUP, LLP 40,880 $885K +23,861 +140.2% 4Q SEC ↗
16 BENJAMIN EDWARDS INC 36,380 $788K — +0.0% 4Q SEC ↗
17 Summit Financial, LLC NEW 34,350 $744K — +0.0% 1Q SEC ↗
18 ARS Wealth Advisors Group, LLC NEW 34,100 $738K — +0.0% 1Q SEC ↗
19 Sigma Planning Corp 32,119 $695K -116,991 -78.5% 4Q SEC ↗
20 Composition Wealth, LLC 31,720 $687K — +0.0% 4Q SEC ↗
21 Strategic Blueprint, LLC 31,513 $682K — +0.0% 4Q SEC ↗
22 ACT Advisors, LLC. 30,266 $655K -7,547 -20.0% 4Q SEC ↗
23 Kestra Advisory Services, LLC 27,157 $588K -166 -0.6% 4Q SEC ↗
24 ENVESTNET ASSET MANAGEMENT INC 25,653 $555K -641 -2.4% 4Q SEC ↗
25 Dynamic Advisor Solutions LLC 25,075 $543K — +0.0% 4Q SEC ↗
26 RED CRANE WEALTH MANAGEMENT, LLC 19,664 $426K -6,440 -24.7% 4Q SEC ↗
27 Castle Rock Wealth Management, LLC 19,019 $412K — +0.0% 4Q SEC ↗
28 SILVER OAK SECURITIES, INCORPORATED 18,927 $410K -20,142 -51.6% 4Q SEC ↗
29 Cambridge Investment Research Advisors 18,429 $399K -31,299 -62.9% 4Q SEC ↗
30 BIP Wealth, LLC 17,405 $377K -9,278 -34.8% 3Q SEC ↗
31 CITADEL ADVISORS LLC NEW 15,859 $343K — +0.0% 1Q SEC ↗
32 HBW ADVISORY SERVICES LLC 13,582 $294K — +0.0% 4Q SEC ↗
33 Pinnacle Wealth Management Group, Inc. 12,630 $273K — +0.0% 4Q SEC ↗
34 Gallagher Fiduciary Advisors, LLC 11,659 $252K — +0.0% 4Q SEC ↗
35 Core Wealth Advisors, Inc. 10,937 $237K — +0.0% 2Q SEC ↗
36 Cassady Wealth & Retirement Planning, NEW 10,694 $232K — +0.0% 1Q SEC ↗
37 Applied Capital LLC NEW 9,964 $216K — +0.0% 1Q SEC ↗
38 MML INVESTORS SERVICES, LLC NEW 9,960 $216K — +0.0% 1Q SEC ↗
39 EVOLUTION WEALTH MANAGEMENT INC. 7,279 $158K — +0.0% 4Q SEC ↗
40 Physician Wealth Advisors, Inc. 4,294 $93K — +0.0% 4Q SEC ↗
41 RED REEF ADVISORS LLC 4,208 $91K -1,500 -26.3% 3Q SEC ↗
42 DHJJ Financial Advisors, Ltd. 3,643 $79K — +0.0% 4Q SEC ↗
43 BARCLAYS PLC 2,935 $64K -3,498 -54.4% 3Q SEC ↗
44 ROTHSCHILD INVESTMENT LLC 2,500 $54K — +0.0% 3Q SEC ↗
45 LANARK FINANCIAL, INC. NEW 2,180 $47K — +0.0% 1Q SEC ↗
46 Aptus Capital Advisors, LLC 1,750 $38K — +0.0% 4Q SEC ↗
47 NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW 809 $18K — +0.0% 1Q SEC ↗
48 Noble Wealth Management PBC 720 $16K — +0.0% 3Q SEC ↗
49 GILPIN WEALTH MANAGEMENT, LLC 400 $9K — +0.0% 3Q SEC ↗
50 IFP Advisors, Inc 120 $3K -11,000 -98.9% 4Q SEC ↗
Biggest Increases (4)
HolderAddedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL +23,861 +140.2% 40,880
Farther Finance Advisors, LLC +5,307 +7.1% 80,018
CORRADO ADVISORS, LLC +4,493 +3.3% 139,927
Diligent Investors, LLC +3,990 +3.6% 114,998
Biggest Decreases (17)
HolderReducedChange %Total Shares
Sigma Planning Corp -116,991 -78.5% 32,119
HARBOUR INVESTMENTS, INC. -82,101 -41.0% 117,997
Welch Financial Planning, LLC -37,965 -30.7% 85,711
COMMONWEALTH EQUITY SERVICES, LLC -33,073 -15.6% 178,812
Cambridge Investment Research Advis -31,299 -62.9% 18,429
SILVER OAK SECURITIES, INCORPORATED -20,142 -51.6% 18,927
IFP Advisors, Inc -11,000 -98.9% 120
BIP Wealth, LLC -9,278 -34.8% 17,405
ACT Advisors, LLC. -7,547 -20.0% 30,266
RED CRANE WEALTH MANAGEMENT, LLC -6,440 -24.7% 19,664
BARCLAYS PLC -3,498 -54.4% 2,935
RETIREMENT GUYS FORMULA LLC -1,988 -3.4% 55,727
RED REEF ADVISORS LLC -1,500 -26.3% 4,208
World Investment Advisors -817 -1.7% 46,309
ENVESTNET ASSET MANAGEMENT INC -641 -2.4% 25,653
Kestra Advisory Services, LLC -166 -0.6% 27,157
NewEdge Advisors, LLC -110 -0.2% 57,235

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