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DDFM Institutional Ownership

Innovator ETFs Trust - Innovator Equity Dual Directional 15 Buffer ETF - March
1W: -0.1% 1M: +0.4% YTD: +0.4%
$20.16
+0.06 (+0.27%)
 
Weekly Expected Move ±0.4%
$20 $20 $20 $20 $20
ETF CBOE · AUM $47.4M

Institutional Ownership — DDFM

47
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
30M
Total Invested
10
New Positions
16
Increased
11
Reduced
5
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (47 total)

# Holder Shares Value Change Change % Holding Period Filing
1 OSAIC HOLDINGS, INC. NEW 298,265 $6M — +0.0% 1Q SEC ↗
2 COMMONWEALTH EQUITY SERVICES, LLC 158,368 $3M +9,845 +6.6% 2Q SEC ↗
3 PRIVATE CLIENT SERVICES, LLC NEW 91,021 $2M — +0.0% 1Q SEC ↗
4 CENTAURUS FINANCIAL, INC. 82,774 $2M -3,900 -4.5% 2Q SEC ↗
5 Cape Investment Advisory, Inc. 79,661 $2M +1,500 +1.9% 2Q SEC ↗
6 MACROVIEW INVESTMENT MANAGEMENT LLC 78,709 $2M +3,560 +4.7% 2Q SEC ↗
7 ROTHSCHILD INVESTMENT LLC 61,575 $1M +1,175 +1.9% 2Q SEC ↗
8 Archer Investment Corp 58,135 $1M +13,477 +30.2% 2Q SEC ↗
9 JANE STREET GROUP, LLC NEW 44,114 $890K — +0.0% 1Q SEC ↗
10 Goldenstone Wealth Management LLC 41,700 $841K — +0.0% 2Q SEC ↗
11 Kestra Advisory Services, LLC 39,267 $792K +3,722 +10.5% 2Q SEC ↗
12 Cetera Investment Advisers 37,760 $761K +14,209 +60.3% 2Q SEC ↗
13 Cambridge Investment Research Advisors 36,983 $746K -474 -1.3% 2Q SEC ↗
14 Carrera Capital Advisors 36,823 $743K — +0.0% 2Q SEC ↗
15 WORLD EQUITY GROUP, INC. 32,265 $651K +12,463 +62.9% 2Q SEC ↗
16 CITADEL ADVISORS LLC NEW 24,061 $485K — +0.0% 1Q SEC ↗
17 ARS Wealth Advisors Group, LLC 23,071 $465K — +0.0% 2Q SEC ↗
18 Kingsview Wealth Management, LLC 22,891 $462K +2,726 +13.5% 2Q SEC ↗
19 Foundations Investment Advisors, LLC 21,420 $432K +7,286 +51.5% 2Q SEC ↗
20 CORRADO ADVISORS, LLC 20,059 $404K — +0.0% 2Q SEC ↗
21 Visionary Wealth Advisors 19,980 $403K — +0.0% 2Q SEC ↗
22 Composition Wealth, LLC NEW 19,601 $395K — +0.0% 1Q SEC ↗
23 Welch Financial Planning, LLC 18,527 $374K -890 -4.6% 2Q SEC ↗
24 SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,696 $357K -565 -3.1% 2Q SEC ↗
25 DHJJ Financial Advisors, Ltd. 17,186 $347K +533 +3.2% 2Q SEC ↗
26 Merit Financial Group, LLC 14,864 $300K — +0.0% 2Q SEC ↗
27 Occidental Asset Management, LLC 13,595 $274K — +0.0% 2Q SEC ↗
28 PRINCIPAL SECURITIES, INC. 12,543 $253K -300 -2.3% 2Q SEC ↗
29 Cassady Wealth & Retirement Planning, NEW 11,530 $233K — +0.0% 1Q SEC ↗
30 Bright Futures Wealth Management, LLC. 10,569 $213K -26,755 -71.7% 2Q SEC ↗
31 OLD MISSION CAPITAL LLC NEW 10,389 $209K — +0.0% 1Q SEC ↗
32 BARCLAYS PLC NEW 10,104 $204K — +0.0% 1Q SEC ↗
33 HARBOUR INVESTMENTS, INC. 6,186 $125K +1,227 +24.7% 2Q SEC ↗
34 Waverly Advisors, LLC 5,498 $111K — +0.0% 2Q SEC ↗
35 Stone House Investment Management, LLC 4,185 $84K +1,305 +45.3% 2Q SEC ↗
36 IFP Advisors, Inc 3,160 $64K +10 +0.3% 2Q SEC ↗
37 IMA Advisory Services, Inc. NEW 3,000 $60K — +0.0% 1Q SEC ↗
38 Physician Wealth Advisors, Inc. 2,500 $50K — +0.0% 2Q SEC ↗
39 Aptus Capital Advisors, LLC 1,850 $37K +1,350 +270.0% 2Q SEC ↗
40 Weaver Capital Management LLC 1,113 $22K — +0.0% 2Q SEC ↗
41 AE Wealth Management LLC NEW 750 $15K — +0.0% 1Q SEC ↗
42 GILPIN WEALTH MANAGEMENT, LLC 540 $11K +140 +35.0% 2Q SEC ↗
43 WOODARD & CO ASSET MANAGEMENT GROUP IN 0 $0K -1,000 -100.0% 1Q SEC ↗
44 Advisory Services Network, LLC 0 $0K -1,100 -100.0% 1Q SEC ↗
45 Annis Gardner Whiting Capital Advisors 0 $0K -50 -100.0% 1Q SEC ↗
46 GUARDIAN WEALTH ADVISORS, LLC / NC 0 $0K -500 -100.0% 1Q SEC ↗
47 GOLDMAN SACHS GROUP INC 0 $0K -10,331 -100.0% 1Q SEC ↗

Recent Activity

New Positions (10)
Biggest Increases (16)
HolderAddedChange %Total Shares
Cetera Investment Advisers +14,209 +60.3% 37,760
Archer Investment Corp +13,477 +30.2% 58,135
WORLD EQUITY GROUP, INC. +12,463 +62.9% 32,265
COMMONWEALTH EQUITY SERVICES, LLC +9,845 +6.6% 158,368
Foundations Investment Advisors, LL +7,286 +51.5% 21,420
Kestra Advisory Services, LLC +3,722 +10.5% 39,267
MACROVIEW INVESTMENT MANAGEMENT LLC +3,560 +4.7% 78,709
Kingsview Wealth Management, LLC +2,726 +13.5% 22,891
Cape Investment Advisory, Inc. +1,500 +1.9% 79,661
Aptus Capital Advisors, LLC +1,350 +270.0% 1,850
Stone House Investment Management, +1,305 +45.3% 4,185
HARBOUR INVESTMENTS, INC. +1,227 +24.7% 6,186
ROTHSCHILD INVESTMENT LLC +1,175 +1.9% 61,575
DHJJ Financial Advisors, Ltd. +533 +3.2% 17,186
GILPIN WEALTH MANAGEMENT, LLC +140 +35.0% 540
IFP Advisors, Inc +10 +0.3% 3,160
Biggest Decreases (6)
HolderReducedChange %Total Shares
Bright Futures Wealth Management, L -26,755 -71.7% 10,569
CENTAURUS FINANCIAL, INC. -3,900 -4.5% 82,774
Welch Financial Planning, LLC -890 -4.6% 18,527
SUSQUEHANNA INTERNATIONAL GROUP, LL -565 -3.1% 17,696
Cambridge Investment Research Advis -474 -1.3% 36,983
PRINCIPAL SECURITIES, INC. -300 -2.3% 12,543

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