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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
ETF CBOE · AUM $99.5M

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)
HolderSharesValue
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
Biggest Increases (11)
HolderAddedChange %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
Biggest Decreases (20)
HolderReducedChange %Total Shares
Archer Investment Corp -100,000 -78.9% 26,753
COMMONWEALTH EQUITY SERVICES, LLC -45,117 -14.2% 273,383
Creative Planning -19,266 -3.8% 482,639
SageView Advisory Group, LLC -19,266 -3.8% 482,639
Sigma Planning Corp -18,596 -52.8% 16,652
CITADEL ADVISORS LLC -17,558 -53.3% 15,364
Cambridge Investment Research Advis -13,172 -18.0% 59,915
Atria Investments, Inc -5,982 -16.7% 29,757
WORLD EQUITY GROUP, INC. -5,982 -16.7% 29,757
INDEPENDENT FINANCIAL GROUP, LLC -4,007 -9.1% 40,264
IFP Advisors, Inc -3,513 -10.8% 29,079
HARBOUR INVESTMENTS, INC. -2,814 -4.5% 59,849
KFG WEALTH MANAGEMENT, LLC -2,335 -12.2% 16,807
Valtinson Bruner Financial Planning -1,821 -0.4% 489,751
Bullseye Investment Management, LLC -1,653 -94.6% 94
Cetera Investment Advisers -1,300 -2.0% 65,040
Farther Finance Advisors, LLC -763 -2.3% 31,795
KINGSWOOD WEALTH ADVISORS, LLC -235 -1.7% 13,777
Castle Rock Wealth Management, LLC -133 -0.3% 45,848
Keystone Wealth Services, LLC -11 -0.1% 20,649

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