DDTL Institutional Ownership
Innovator ETFs Trust - Innovator Equity Dual Directional 10 Buffer ETF - July
1W: +0.0%
1M: +0.9%
YTD: +0.7%
$22.56
+0.04 (+0.18%)
Weekly Expected Move ±0.9%
$22
$22
$23
$23
$23
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DDTL
45
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
44M
Total Invested
8
New Positions
6
Increased
18
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (48 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | INVESTMENT MANAGEMENT CORP /VA/ /ADV | 469,826 | $11M | +1,871 | +0.4% | 4Q | SEC ↗ |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 373,284 | $8M | +123,984 | +49.7% | 4Q | SEC ↗ |
| 3 | Southland Equity Partners LLC | 154,592 | $3M | — | +0.0% | 4Q | SEC ↗ |
| 4 | MTM FINANCIAL GROUP, LLC | 132,165 | $3M | -1,204 | -0.9% | 4Q | SEC ↗ |
| 5 | CENTAURUS FINANCIAL, INC. NEW | 114,933 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 6 | Beacon Pointe Advisors, LLC | 89,860 | $2M | +25,071 | +38.7% | 2Q | SEC ↗ |
| 7 | WORLD EQUITY GROUP, INC. | 88,709 | $2M | +13,857 | +18.5% | 4Q | SEC ↗ |
| 8 | Pinnacle Wealth Management Group, Inc. | 81,285 | $2M | — | +0.0% | 4Q | SEC ↗ |
| 9 | Brookstone Capital Management | 68,669 | $2M | -2,593 | -3.6% | 4Q | SEC ↗ |
| 10 | CORRADO ADVISORS, LLC | 58,601 | $1M | -1,006 | -1.7% | 4Q | SEC ↗ |
| 11 | RED CRANE WEALTH MANAGEMENT, LLC NEW | 56,591 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 12 | Dynamic Advisor Solutions LLC | 47,298 | $1M | — | +0.0% | 4Q | SEC ↗ |
| 13 | SWMG, LLC NEW | 35,898 | $810K | — | +0.0% | 1Q | SEC ↗ |
| 14 | Stratos Wealth Advisors, LLC | 35,500 | $801K | — | +0.0% | 4Q | SEC ↗ |
| 15 | Atria Investments, Inc | 32,282 | $728K | -6,252 | -16.2% | 3Q | SEC ↗ |
| 16 | CreativeOne Wealth, LLC | 22,004 | $496K | -26,997 | -55.1% | 4Q | SEC ↗ |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,797 | $469K | -3,298 | -13.7% | 4Q | SEC ↗ |
| 18 | Cetera Investment Advisers | 20,130 | $454K | +1,609 | +8.7% | 4Q | SEC ↗ |
| 19 | Weaver Consulting Group | 18,583 | $419K | — | +0.0% | 4Q | SEC ↗ |
| 20 | Diligent Investors, LLC | 14,200 | $320K | — | +0.0% | 4Q | SEC ↗ |
| 21 | IFP Advisors, Inc | 13,220 | $298K | -874 | -6.2% | 4Q | SEC ↗ |
| 22 | Strategic Blueprint, LLC | 12,195 | $275K | — | +0.0% | 4Q | SEC ↗ |
| 23 | Occidental Asset Management, LLC | 10,450 | $236K | — | +0.0% | 4Q | SEC ↗ |
| 24 | OSAIC HOLDINGS, INC. NEW | 9,477 | $214K | — | +0.0% | 1Q | SEC ↗ |
| 25 | LEE JOHNSON CAPITAL MANAGEMENT, LLC NEW | 9,205 | $208K | — | +0.0% | 1Q | SEC ↗ |
| 26 | TrustBank NEW | 9,150 | $206K | — | +0.0% | 1Q | SEC ↗ |
| 27 | RED REEF ADVISORS LLC | 6,081 | $137K | — | +0.0% | 3Q | SEC ↗ |
| 28 | HARBOUR INVESTMENTS, INC. | 4,478 | $101K | — | +0.0% | 4Q | SEC ↗ |
| 29 | Farther Finance Advisors, LLC | 2,916 | $66K | -13,504 | -82.2% | 3Q | SEC ↗ |
| 30 | DHJJ Financial Advisors, Ltd. | 2,059 | $46K | — | +0.0% | 4Q | SEC ↗ |
| 31 | BARCLAYS PLC | 1,921 | $43K | -324 | -14.4% | 2Q | SEC ↗ |
| 32 | Integrated Wealth Concepts LLC NEW | 1,396 | $31K | — | +0.0% | 1Q | SEC ↗ |
| 33 | JPMORGAN CHASE & CO | 1,020 | $23K | +740 | +264.3% | 3Q | SEC ↗ |
| 34 | Physician Wealth Advisors, Inc. | 900 | $20K | — | +0.0% | 4Q | SEC ↗ |
| 35 | AE Wealth Management LLC | 592 | $13K | — | +0.0% | 4Q | SEC ↗ |
| 36 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW | 278 | $6K | — | +0.0% | 1Q | SEC ↗ |
| 37 | UBS Group AG | 273 | $6K | -325 | -54.3% | 3Q | SEC ↗ |
| 38 | Kestra Advisory Services, LLC | 0 | $0K | -1,845 | -100.0% | 1Q | SEC ↗ |
| 39 | Paladin Wealth, LLC | 0 | $0K | -14,491 | -100.0% | 3Q | SEC ↗ |
| 40 | ROYAL BANK OF CANADA | 0 | $0K | -197 | -100.0% | 1Q | SEC ↗ |
| 41 | A4 Wealth Advisors LLC | 0 | $0K | -10,802 | -100.0% | 3Q | SEC ↗ |
| 42 | OLD MISSION CAPITAL LLC | 0 | $0K | -14,481 | -100.0% | 1Q | SEC ↗ |
| 43 | Cambridge Investment Research Advisors | 0 | $0K | -19,145 | -100.0% | 3Q | SEC ↗ |
| 44 | Brown Financial Advisors | 0 | $0K | -22,031 | -100.0% | 3Q | SEC ↗ |
| 45 | SAGESPRING WEALTH PARTNERS, LLC | 0 | $0K | -19,324 | -100.0% | 2Q | SEC ↗ |
| 46 | TopTier Wealth Management, LLC | 0 | $0K | -1,676 | -100.0% | 1Q | SEC ↗ |
| 47 | Mattson Financial Services, LLC | 0 | $0K | -12,766 | -100.0% | 3Q | SEC ↗ |
| 48 | Gradient Investments LLC | 0 | $0K | -1,866,754 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| CENTAURUS FINANCIAL, INC. | 114,933 | $3M |
| RED CRANE WEALTH MANAGEMENT, LLC | 56,591 | $1M |
| SWMG, LLC | 35,898 | $810K |
| OSAIC HOLDINGS, INC. | 9,477 | $214K |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 9,205 | $208K |
| TrustBank | 9,150 | $206K |
| Integrated Wealth Concepts LLC | 1,396 | $31K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 278 | $6K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Gradient Investments LLC | 1,866,754 | $42M |
| Brown Financial Advisors | 22,031 | $497K |
| SAGESPRING WEALTH PARTNERS, LLC | 19,324 | $436K |
| Cambridge Investment Research Advis | 19,145 | $432K |
| Paladin Wealth, LLC | 14,491 | $327K |
| OLD MISSION CAPITAL LLC | 14,481 | $327K |
| Mattson Financial Services, LLC | 12,766 | $288K |
| A4 Wealth Advisors LLC | 10,802 | $244K |
| Kestra Advisory Services, LLC | 1,845 | $42K |
| TopTier Wealth Management, LLC | 1,676 | $38K |
| ROYAL BANK OF CANADA | 197 | $4K |
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | +123,984 | +49.7% | 373,284 |
| Beacon Pointe Advisors, LLC | +25,071 | +38.7% | 89,860 |
| WORLD EQUITY GROUP, INC. | +13,857 | +18.5% | 88,709 |
| INVESTMENT MANAGEMENT CORP /VA/ /AD | +1,871 | +0.4% | 469,826 |
| Cetera Investment Advisers | +1,609 | +8.7% | 20,130 |
| JPMORGAN CHASE & CO | +740 | +264.3% | 1,020 |
Biggest Decreases (10)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CreativeOne Wealth, LLC | -26,997 | -55.1% | 22,004 |
| Farther Finance Advisors, LLC | -13,504 | -82.2% | 2,916 |
| Atria Investments, Inc | -6,252 | -16.2% | 32,282 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -3,298 | -13.7% | 20,797 |
| Brookstone Capital Management | -2,593 | -3.6% | 68,669 |
| MTM FINANCIAL GROUP, LLC | -1,204 | -0.9% | 132,165 |
| CORRADO ADVISORS, LLC | -1,006 | -1.7% | 58,601 |
| IFP Advisors, Inc | -874 | -6.2% | 13,220 |
| UBS Group AG | -325 | -54.3% | 273 |
| BARCLAYS PLC | -324 | -14.4% | 1,921 |