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DDTN Institutional Ownership

Innovator Equity Dual Directional 10 Buffer ETF - November
1W: +0.1% 1M: +1.0% 3M: +2.8% YTD: +9.9%
$21.05
+0.05 (+0.25%)
 
Weekly Expected Move ±0.8%
$21 $21 $21 $21 $21
ETF CBOE · AUM $48.2M

Institutional Ownership — DDTN

23
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
32M
Total Invested
3
New Positions
5
Increased
6
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (27 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Goldenstone Wealth Management LLC 735,350 15M -25,355 -3.3% 3Q SEC ↗
2 WEALTH ENHANCEMENT ADVISORY SERVICES, 337,885 7M +6,739 +2.0% 3Q SEC ↗
3 SUSQUEHANNA INTERNATIONAL GROUP, LLP 113,381 2M +88,699 +359.4% 2Q SEC ↗
4 AE Wealth Management LLC 81,436 2M +68,435 +526.4% 2Q SEC ↗
5 Southland Equity Partners LLC 59,271 1M — +0.0% 3Q SEC ↗
6 COMMONWEALTH EQUITY SERVICES, LLC 57,765 1M -399 -0.7% 3Q SEC ↗
7 OLD MISSION CAPITAL LLC NEW 21,462 452K — +0.0% 1Q SEC ↗
8 JPMORGAN CHASE & CO NEW 19,900 419K — +0.0% 1Q SEC ↗
9 Occidental Asset Management, LLC 15,700 331K +1,250 +8.7% 2Q SEC ↗
10 IFP Advisors, Inc 15,345 323K — +0.0% 3Q SEC ↗
11 INDEPENDENT FINANCIAL GROUP, LLC 15,195 320K — +0.0% 3Q SEC ↗
12 Brookstone Capital Management 14,041 296K -8,184 -36.8% 3Q SEC ↗
13 ENVESTNET ASSET MANAGEMENT INC 13,544 285K -47,608 -77.9% 3Q SEC ↗
14 TRUIST FINANCIAL CORP 13,256 279K -47,896 -78.3% 3Q SEC ↗
15 Merit Financial Group, LLC 10,250 216K — +0.0% 3Q SEC ↗
16 OSAIC HOLDINGS, INC. 5,600 118K -2,500 -30.9% 2Q SEC ↗
17 WOODARD & CO ASSET MANAGEMENT GROUP IN 4,600 97K — +0.0% 3Q SEC ↗
18 UBS Group AG 3,849 81K +3,424 +805.6% 3Q SEC ↗
19 Steward Partners Investment Advisory, 3,185 67K — +0.0% 3Q SEC ↗
20 DHJJ Financial Advisors, Ltd. 2,525 53K — +0.0% 3Q SEC ↗
21 BARCLAYS PLC NEW 2,286 48K — +0.0% 1Q SEC ↗
22 Archer Investment Corp 1,576 33K — +0.0% 3Q SEC ↗
23 HARBOUR INVESTMENTS, INC. 639 13K — +0.0% 3Q SEC ↗
24 Elmwood Wealth Management, Inc. 0 0K -10,532 -100.0% 1Q SEC ↗
25 ROYAL BANK OF CANADA 0 0K -1,025 -100.0% 1Q SEC ↗
26 Hiley Hunt Wealth Management 0 0K -12,730 -100.0% 1Q SEC ↗
27 JANE STREET GROUP, LLC 0 0K -15,174 -100.0% 1Q SEC ↗

Recent Activity

New Positions (3)
HolderSharesValue
OLD MISSION CAPITAL LLC 21,462 452K
JPMORGAN CHASE & CO 19,900 419K
BARCLAYS PLC 2,286 48K
Sold Out (4)
HolderPrev SharesPrev Value
JANE STREET GROUP, LLC 15,174 319K
Hiley Hunt Wealth Management 12,730 268K
Elmwood Wealth Management, Inc. 10,532 222K
ROYAL BANK OF CANADA 1,025 22K
Biggest Increases (5)
HolderAddedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL +88,699 +359.4% 113,381
AE Wealth Management LLC +68,435 +526.4% 81,436
WEALTH ENHANCEMENT ADVISORY SERVICE +6,739 +2.0% 337,885
UBS Group AG +3,424 +805.6% 3,849
Occidental Asset Management, LLC +1,250 +8.7% 15,700
Biggest Decreases (6)
HolderReducedChange %Total Shares
TRUIST FINANCIAL CORP -47,896 -78.3% 13,256
ENVESTNET ASSET MANAGEMENT INC -47,608 -77.9% 13,544
Goldenstone Wealth Management LLC -25,355 -3.3% 735,350
Brookstone Capital Management -8,184 -36.8% 14,041
OSAIC HOLDINGS, INC. -2,500 -30.9% 5,600
COMMONWEALTH EQUITY SERVICES, LLC -399 -0.7% 57,765

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