DDFO Institutional Ownership
Innovator ETFs Trust - Innovator Equity Dual Directional 15 Buffer ETF - October
1W: +0.4%
1M: +0.8%
YTD: +1.0%
$23.02
+0.04 (+0.17%)
Weekly Expected Move ±0.2%
$23
$23
$23
$23
$23
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DDFO
65
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
82M
Total Invested
6
New Positions
11
Increased
25
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (70 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Valtinson Bruner Financial Planning LL | 489,751 | $11M | -1,821 | -0.4% | 3Q | SEC ↗ |
| 2 | SageView Advisory Group, LLC | 482,639 | $11M | -19,266 | -3.8% | 3Q | SEC ↗ |
| 3 | Creative Planning | 482,639 | $11M | -19,266 | -3.8% | 2Q | SEC ↗ |
| 4 | Weaver Capital Management LLC | 471,002 | $11M | — | +0.0% | 3Q | SEC ↗ |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 273,383 | $6M | -45,117 | -14.2% | 3Q | SEC ↗ |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 112,082 | $3M | +101,310 | +940.5% | 2Q | SEC ↗ |
| 7 | Southland Equity Partners LLC | 83,962 | $2M | — | +0.0% | 3Q | SEC ↗ |
| 8 | AE Wealth Management LLC | 65,308 | $2M | +54,612 | +510.6% | 2Q | SEC ↗ |
| 9 | Cetera Investment Advisers | 65,040 | $1M | -1,300 | -2.0% | 3Q | SEC ↗ |
| 10 | Cambridge Investment Research Advisors | 59,915 | $1M | -13,172 | -18.0% | 3Q | SEC ↗ |
| 11 | HARBOUR INVESTMENTS, INC. | 59,849 | $1M | -2,814 | -4.5% | 3Q | SEC ↗ |
| 12 | Kingsview Wealth Management, LLC | 54,288 | $1M | +8,621 | +18.9% | 3Q | SEC ↗ |
| 13 | CENTAURUS FINANCIAL, INC. | 49,532 | $1M | — | +0.0% | 3Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. | 46,811 | $1M | +89 | +0.2% | 2Q | SEC ↗ |
| 15 | Castle Rock Wealth Management, LLC | 45,848 | $1M | -133 | -0.3% | 3Q | SEC ↗ |
| 16 | Modern Wealth Management, LLC | 45,672 | $1M | +4,940 | +12.1% | 2Q | SEC ↗ |
| 17 | INDEPENDENT FINANCIAL GROUP, LLC | 40,264 | $927K | -4,007 | -9.1% | 3Q | SEC ↗ |
| 18 | World Investment Advisors | 38,415 | $884K | — | +0.0% | 3Q | SEC ↗ |
| 19 | Summit Financial, LLC NEW | 37,288 | $858K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Welch Financial Planning, LLC | 32,693 | $753K | +520 | +1.6% | 3Q | SEC ↗ |
| 21 | Farther Finance Advisors, LLC | 31,795 | $732K | -763 | -2.3% | 3Q | SEC ↗ |
| 22 | Cornerstone Wealth Group, LLC | 30,425 | $700K | — | +0.0% | 3Q | SEC ↗ |
| 23 | WORLD EQUITY GROUP, INC. | 29,757 | $685K | -5,982 | -16.7% | 3Q | SEC ↗ |
| 24 | Atria Investments, Inc | 29,757 | $685K | -5,982 | -16.7% | 3Q | SEC ↗ |
| 25 | IFP Advisors, Inc | 29,079 | $669K | -3,513 | -10.8% | 3Q | SEC ↗ |
| 26 | Archer Investment Corp | 26,753 | $616K | -100,000 | -78.9% | 3Q | SEC ↗ |
| 27 | CALTON & ASSOCIATES, INC. | 24,517 | $564K | +1,000 | +4.3% | 3Q | SEC ↗ |
| 28 | Brookstone Capital Management | 24,030 | $553K | +12,295 | +104.8% | 3Q | SEC ↗ |
| 29 | OLD MISSION CAPITAL LLC NEW | 23,758 | $547K | — | +0.0% | 1Q | SEC ↗ |
| 30 | Financial Solutions Advisory Group, In | 23,291 | $536K | +377 | +1.6% | 2Q | SEC ↗ |
| 31 | DHJJ Financial Advisors, Ltd. | 23,177 | $534K | — | +0.0% | 3Q | SEC ↗ |
| 32 | HighTower Advisors, LLC | 23,092 | $532K | — | +0.0% | 3Q | SEC ↗ |
| 33 | HRT FINANCIAL LP NEW | 20,997 | $483K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Keystone Wealth Services, LLC | 20,649 | $475K | -11 | -0.1% | 2Q | SEC ↗ |
| 35 | Grantvest Financial Group LLC | 20,283 | $467K | — | +0.0% | 3Q | SEC ↗ |
| 36 | Foundations Investment Advisors, LLC | 19,487 | $449K | — | +0.0% | 3Q | SEC ↗ |
| 37 | Caliber Wealth Management, LLC / KS | 18,354 | $423K | — | +0.0% | 3Q | SEC ↗ |
| 38 | KFG WEALTH MANAGEMENT, LLC | 16,807 | $387K | -2,335 | -12.2% | 3Q | SEC ↗ |
| 39 | Sigma Planning Corp | 16,652 | $383K | -18,596 | -52.8% | 3Q | SEC ↗ |
| 40 | Allworth Financial LP | 15,842 | $365K | — | +0.0% | 3Q | SEC ↗ |
| 41 | CITADEL ADVISORS LLC | 15,364 | $354K | -17,558 | -53.3% | 2Q | SEC ↗ |
| 42 | Cassady Wealth & Retirement Planning, | 14,806 | $341K | +1,771 | +13.6% | 2Q | SEC ↗ |
| 43 | KINGSWOOD WEALTH ADVISORS, LLC | 13,777 | $317K | -235 | -1.7% | 3Q | SEC ↗ |
| 44 | NewEdge Advisors, LLC | 13,385 | $308K | — | +0.0% | 3Q | SEC ↗ |
| 45 | INTEGRITY ALLIANCE, LLC. | 13,237 | $305K | — | +0.0% | 3Q | SEC ↗ |
| 46 | SILVER OAK SECURITIES, INCORPORATED | 12,995 | $299K | — | +0.0% | 2Q | SEC ↗ |
| 47 | Pitti Group Wealth Management, LLC | 11,150 | $257K | — | +0.0% | 3Q | SEC ↗ |
| 48 | Merit Financial Group, LLC | 10,774 | $248K | — | +0.0% | 3Q | SEC ↗ |
| 49 | Koshinski Asset Management, Inc. | 10,646 | $245K | — | +0.0% | 3Q | SEC ↗ |
| 50 | Pallas Capital Advisors LLC | 9,390 | $216K | — | +0.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| Summit Financial, LLC | 37,288 | $858K |
| OLD MISSION CAPITAL LLC | 23,758 | $547K |
| HRT FINANCIAL LP | 20,997 | $483K |
| Pinnacle Wealth Management Group, I | 9,320 | $215K |
| Capital Investment Advisors, LLC | 8,922 | $205K |
| UBS Group AG | 965 | $22K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MACROVIEW INVESTMENT MANAGEMENT LLC | 61,817 | $1M |
| Clear Point Advisors Inc. | 25,774 | $593K |
| JANE STREET GROUP, LLC | 19,777 | $455K |
| Visionary Wealth Advisors | 11,789 | $271K |
| Crusonia Wealth Advisors LLC | 11,676 | $269K |
| AssuredPartners Investment Advisors | 11,255 | $259K |
| ADAPT WEALTH ADVISORS, LLC | 10,416 | $240K |
| Kestra Advisory Services, LLC | 6,974 | $161K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 3,250 | $75K |
| Advisory Services Network, LLC | 200 | $5K |
Biggest Increases (11)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +101,310 | +940.5% | 112,082 |
| AE Wealth Management LLC | +54,612 | +510.6% | 65,308 |
| Brookstone Capital Management | +12,295 | +104.8% | 24,030 |
| Kingsview Wealth Management, LLC | +8,621 | +18.9% | 54,288 |
| Modern Wealth Management, LLC | +4,940 | +12.1% | 45,672 |
| BARCLAYS PLC | +3,510 | +632.4% | 4,065 |
| Cassady Wealth & Retirement Plannin | +1,771 | +13.6% | 14,806 |
| CALTON & ASSOCIATES, INC. | +1,000 | +4.3% | 24,517 |
| Welch Financial Planning, LLC | +520 | +1.6% | 32,693 |
| Financial Solutions Advisory Group, | +377 | +1.6% | 23,291 |
| OSAIC HOLDINGS, INC. | +89 | +0.2% | 46,811 |