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JULH Institutional Ownership

Innovator Premium Income 20 Barrier ETF - July
1W: +0.1% 1M: -1.2% 3M: +0.4% YTD: +0.2% 1Y: -0.3% 3Y: +16.7%
$24.97
+0.03 (+0.14%)
 
Weekly Expected Move ±0.9%
$25 $25 $25 $25 $25
ETF CBOE · AUM $14.9M

Institutional Ownership — JULH

25
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
9M
Total Invested
2
New Positions
2
Increased
11
Reduced
5
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (29 total)

# Holder Shares Value Change Change % Holding Period Filing
1 World Investment Advisors 81,027 2M -151 -0.2% 12Q SEC ↗
2 Brookstone Capital Management 51,436 1M -6,001 -10.4% 12Q SEC ↗
3 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 51,329 1M — +0.0% 1Q SEC ↗
4 STEPHENS INC /AR 36,914 922K — +0.0% 12Q SEC ↗
5 Whipplewood Advisors, LLC 31,382 784K +81 +0.3% 6Q SEC ↗
6 Farther Finance Advisors, LLC 27,265 681K +26,687 +4617.1% 4Q SEC ↗
7 RAYMOND JAMES FINANCIAL INC 26,002 649K — +0.0% 4Q SEC ↗
8 COMMONWEALTH EQUITY SERVICES, LLC 22,660 566K -214 -0.9% 12Q SEC ↗
9 Accurate Wealth Management, LLC 11,931 298K -955 -7.4% 12Q SEC ↗
10 Soltis Investment Advisors LLC NEW 10,059 251K — +0.0% 1Q SEC ↗
11 Sunbelt Securities, Inc. 9,398 235K +111 +1.2% 8Q SEC ↗
12 HARBOR INVESTMENT ADVISORY, LLC 2,020 50K — +0.0% 12Q SEC ↗
13 Luminist Capital LLC 1,424 36K -145 -9.2% 7Q SEC ↗
14 MORGAN STANLEY 1,063 27K — +0.0% 2Q SEC ↗
15 AE Wealth Management LLC 970 24K — +0.0% 4Q SEC ↗
16 CoreCap Advisors, LLC 385 10K -109 -22.1% 10Q SEC ↗
17 OSAIC HOLDINGS, INC. 189 5K — +0.0% 6Q SEC ↗
18 IFP Advisors, Inc 100 2K — +0.0% 5Q SEC ↗
19 EverSource Wealth Advisors, LLC 80 2K — +0.0% 7Q SEC ↗
20 BLUE BELL PRIVATE WEALTH MANAGEMENT, L 40 1K — +0.0% 12Q SEC ↗
21 Pinnacle Wealth Planning Services, Inc 33 1K — +0.0% 3Q SEC ↗
22 RPg Family Wealth Advisory, LLC 0 0K -76,879 -100.0% 11Q SEC ↗
23 Wealth Watch Advisors, INC 0 0K -26 -100.0% 1Q SEC ↗
24 Kestra Advisory Services, LLC 0 0K -4,291 -100.0% 1Q SEC ↗
25 UBS Group AG 0 0K -570 -100.0% 1Q SEC ↗
26 WINNOW WEALTH LLC 0 0K -5,109 -100.0% 1Q SEC ↗
27 Maia Wealth LLC 0 0K -33,550 -100.0% 8Q SEC ↗
28 OLD MISSION CAPITAL LLC 0 0K -40,020 -100.0% 4Q SEC ↗
29 LPL Financial LLC 0 0K -9,016 -100.0% 1Q SEC ↗

Recent Activity

New Positions (2)
Sold Out (8)
HolderPrev SharesPrev Value
RPg Family Wealth Advisory, LLC 76,879 2M
OLD MISSION CAPITAL LLC 40,020 999K
Maia Wealth LLC 33,550 838K
LPL Financial LLC 9,016 225K
WINNOW WEALTH LLC 5,109 128K
Kestra Advisory Services, LLC 4,291 107K
UBS Group AG 570 14K
Wealth Watch Advisors, INC 26 1K
Biggest Increases (3)
HolderAddedChange %Total Shares
Farther Finance Advisors, LLC +26,687 +4617.1% 27,265
Sunbelt Securities, Inc. +111 +1.2% 9,398
Whipplewood Advisors, LLC +81 +0.3% 31,382
Biggest Decreases (6)
HolderReducedChange %Total Shares
Brookstone Capital Management -6,001 -10.4% 51,436
Accurate Wealth Management, LLC -955 -7.4% 11,931
COMMONWEALTH EQUITY SERVICES, LLC -214 -0.9% 22,660
World Investment Advisors -151 -0.2% 81,027
Luminist Capital LLC -145 -9.2% 1,424
CoreCap Advisors, LLC -109 -22.1% 385

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