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DDFS Institutional Ownership

Innovator ETFs Trust - Innovator Equity Dual Directional 15 Buffer ETF - September
1W: -0.1% 1M: +0.4% YTD: +0.3%
$22.38
+0.03 (+0.13%)
 
Weekly Expected Move ±0.6%
$22 $22 $22 $22 $23
ETF CBOE · AUM $43.1M

Institutional Ownership — DDFS

47
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
30M
Total Invested
2
New Positions
4
Increased
16
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (51 total)

# Holder Shares Value Change Change % Holding Period Filing
1 OSAIC HOLDINGS, INC. 271,684 $6M -8,926 -3.2% 4Q SEC ↗
2 COMMONWEALTH EQUITY SERVICES, LLC 134,038 $3M -53,437 -28.5% 4Q SEC ↗
3 Welch Financial Planning, LLC 89,586 $2M -73,558 -45.1% 3Q SEC ↗
4 ROTHSCHILD INVESTMENT LLC 57,865 $1M — +0.0% 4Q SEC ↗
5 Cetera Investment Advisers 55,986 $1M -4,535 -7.5% 4Q SEC ↗
6 INDEPENDENT FINANCIAL GROUP, LLC 54,168 $1M -14,937 -21.6% 4Q SEC ↗
7 SUSQUEHANNA INTERNATIONAL GROUP, LLP 52,610 $1M -53,032 -50.2% 4Q SEC ↗
8 Composition Wealth, LLC 50,781 $1M — +0.0% 4Q SEC ↗
9 KINGSWOOD WEALTH ADVISORS, LLC 40,679 $910K -480 -1.2% 4Q SEC ↗
10 Clearstead Advisors, LLC 38,520 $862K — +0.0% 4Q SEC ↗
11 HARBOUR INVESTMENTS, INC. 32,322 $723K — +0.0% 4Q SEC ↗
12 Visionary Wealth Advisors 31,083 $696K -276 -0.9% 4Q SEC ↗
13 Summit Financial, LLC NEW 30,720 $688K — +0.0% 1Q SEC ↗
14 CENTAURUS FINANCIAL, INC. 29,061 $650K — +0.0% 4Q SEC ↗
15 Brookstone Capital Management 28,925 $647K -122 -0.4% 4Q SEC ↗
16 ENVESTNET ASSET MANAGEMENT INC 28,569 $639K +16 +0.1% 4Q SEC ↗
17 Physician Wealth Advisors, Inc. 28,554 $639K — +0.0% 4Q SEC ↗
18 Blue Sky Capital Consultants Group, In 26,567 $595K — +0.0% 4Q SEC ↗
19 Dynamic Advisor Solutions LLC 24,430 $547K — +0.0% 4Q SEC ↗
20 AE Wealth Management LLC 24,401 $546K +17,501 +253.6% 4Q SEC ↗
21 Foundations Investment Advisors, LLC 23,662 $530K -896 -3.6% 3Q SEC ↗
22 HRT FINANCIAL LP NEW 23,649 $529K — +0.0% 1Q SEC ↗
23 Pallas Capital Advisors LLC 19,265 $431K — +0.0% 4Q SEC ↗
24 UBS Group AG 13,370 $299K +6,432 +92.7% 3Q SEC ↗
25 Beacon Financial Advisory LLC 13,067 $292K — +0.0% 4Q SEC ↗
26 AssuredPartners Investment Advisors, L 12,437 $278K -1,986 -13.8% 3Q SEC ↗
27 Aptus Capital Advisors, LLC 11,735 $263K — +0.0% 4Q SEC ↗
28 GUARDIAN WEALTH ADVISORS, LLC / NC 11,735 $263K — +0.0% 4Q SEC ↗
29 RPS ADVISORY SOLUTIONS LLC 11,695 $262K +244 +2.1% 4Q SEC ↗
30 NewEdge Advisors, LLC 10,456 $234K — +0.0% 4Q SEC ↗
31 Caliber Wealth Management, LLC / KS 9,756 $218K — +0.0% 4Q SEC ↗
32 Southland Equity Partners LLC 9,671 $216K — +0.0% 4Q SEC ↗
33 CRA Financial Services, LLC 9,500 $213K — +0.0% 3Q SEC ↗
34 First Heartland Consultants, Inc. 9,407 $211K -228 -2.4% 4Q SEC ↗
35 Capital Analysts, LLC 9,174 $205K — +0.0% 4Q SEC ↗
36 DHJJ Financial Advisors, Ltd. 5,048 $113K — +0.0% 4Q SEC ↗
37 Archer Investment Corp 4,053 $91K — +0.0% 4Q SEC ↗
38 IFP Advisors, Inc 2,507 $56K — +0.0% 4Q SEC ↗
39 EVOLUTION WEALTH MANAGEMENT INC. 2,423 $54K — +0.0% 4Q SEC ↗
40 Noble Wealth Management PBC 1,500 $34K — +0.0% 3Q SEC ↗
41 BARCLAYS PLC 1,158 $26K -262 -18.5% 3Q SEC ↗
42 Farther Finance Advisors, LLC 482 $11K — +0.0% 3Q SEC ↗
43 Weaver Capital Management LLC 442 $10K — +0.0% 4Q SEC ↗
44 GILPIN WEALTH MANAGEMENT, LLC 400 $9K — +0.0% 3Q SEC ↗
45 Kestra Advisory Services, LLC 0 $0K -8,000 -100.0% 1Q SEC ↗
46 Advisory Services Network, LLC 0 $0K -1,500 -100.0% 1Q SEC ↗
47 B. Riley Wealth Advisors, Inc. 0 $0K -120,800 -100.0% 2Q SEC ↗
48 Arax Advisory Partners 0 $0K -806 -100.0% 2Q SEC ↗
49 INTEGRITY ALLIANCE, LLC. 0 $0K -10,174 -100.0% 2Q SEC ↗
50 OLD MISSION CAPITAL LLC 0 $0K -47,645 -100.0% 2Q SEC ↗

Recent Activity

New Positions (2)
HolderSharesValue
Summit Financial, LLC 30,720 $688K
HRT FINANCIAL LP 23,649 $529K
Sold Out (7)
Biggest Increases (4)
HolderAddedChange %Total Shares
AE Wealth Management LLC +17,501 +253.6% 24,401
UBS Group AG +6,432 +92.7% 13,370
RPS ADVISORY SOLUTIONS LLC +244 +2.1% 11,695
ENVESTNET ASSET MANAGEMENT INC +16 +0.1% 28,569
Biggest Decreases (13)
HolderReducedChange %Total Shares
Welch Financial Planning, LLC -73,558 -45.1% 89,586
COMMONWEALTH EQUITY SERVICES, LLC -53,437 -28.5% 134,038
SUSQUEHANNA INTERNATIONAL GROUP, LL -53,032 -50.2% 52,610
INDEPENDENT FINANCIAL GROUP, LLC -14,937 -21.6% 54,168
OSAIC HOLDINGS, INC. -8,926 -3.2% 271,684
Cetera Investment Advisers -4,535 -7.5% 55,986
AssuredPartners Investment Advisors -1,986 -13.8% 12,437
Foundations Investment Advisors, LL -896 -3.6% 23,662
KINGSWOOD WEALTH ADVISORS, LLC -480 -1.2% 40,679
Visionary Wealth Advisors -276 -0.9% 31,083
BARCLAYS PLC -262 -18.5% 1,158
First Heartland Consultants, Inc. -228 -2.4% 9,407
Brookstone Capital Management -122 -0.4% 28,925

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