LOCT Institutional Ownership
Innovator Premium Income 15 Buffer ETF
1W: +0.3%
1M: +0.1%
3M: -0.1%
YTD: +0.8%
1Y: +1.1%
$23.88
+0.07 (+0.30%)
Weekly Expected Move ±0.3%
$24
$24
$24
$24
$24
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — LOCT
17
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
5M
Total Invested
3
New Positions
3
Increased
7
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (18 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MTM FINANCIAL GROUP, LLC | 63,534 | $2M | -57,530 | -47.5% | 11Q | SEC ↗ |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 53,418 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 3 | Cetera Investment Advisers | 24,655 | $589K | -1,342 | -5.2% | 10Q | SEC ↗ |
| 4 | Summit Financial, LLC NEW | 19,753 | $472K | — | +0.0% | 1Q | SEC ↗ |
| 5 | KFG WEALTH MANAGEMENT, LLC | 13,593 | $325K | +831 | +6.5% | 6Q | SEC ↗ |
| 6 | OLD MISSION CAPITAL LLC | 11,322 | $270K | -19,005 | -62.7% | 5Q | SEC ↗ |
| 7 | World Investment Advisors | 8,798 | $210K | — | +0.0% | 3Q | SEC ↗ |
| 8 | Steward Partners Investment Advisory, | 6,869 | $164K | — | +0.0% | 11Q | SEC ↗ |
| 9 | Farther Finance Advisors, LLC | 2,813 | $67K | -1,148 | -29.0% | 5Q | SEC ↗ |
| 10 | RED REEF ADVISORS LLC | 2,101 | $50K | — | +0.0% | 3Q | SEC ↗ |
| 11 | CoreCap Advisors, LLC | 423 | $10K | +5 | +1.2% | 10Q | SEC ↗ |
| 12 | UBS Group AG | 358 | $9K | +203 | +131.0% | 2Q | SEC ↗ |
| 13 | IFP Advisors, Inc | 290 | $7K | — | +0.0% | 5Q | SEC ↗ |
| 14 | BARCLAYS PLC NEW | 104 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Arista Wealth Management, LLC | 0 | $0K | -16,224 | -100.0% | 2Q | SEC ↗ |
| 16 | CreativeOne Wealth, LLC | 0 | $0K | -23,452 | -100.0% | 3Q | SEC ↗ |
| 17 | Kestra Advisory Services, LLC | 0 | $0K | -4,983 | -100.0% | 1Q | SEC ↗ |
| 18 | Cannon Advisors, Inc. | 0 | $0K | -24,434 | -100.0% | 7Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 53,418 | $1M |
| Summit Financial, LLC | 19,753 | $472K |
| BARCLAYS PLC | 104 | $2K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Cannon Advisors, Inc. | 24,434 | $583K |
| CreativeOne Wealth, LLC | 23,452 | $560K |
| Arista Wealth Management, LLC | 16,224 | $387K |
| Kestra Advisory Services, LLC | 4,983 | $119K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| KFG WEALTH MANAGEMENT, LLC | +831 | +6.5% | 13,593 |
| UBS Group AG | +203 | +131.0% | 358 |
| CoreCap Advisors, LLC | +5 | +1.2% | 423 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MTM FINANCIAL GROUP, LLC | -57,530 | -47.5% | 63,534 |
| OLD MISSION CAPITAL LLC | -19,005 | -62.7% | 11,322 |
| Cetera Investment Advisers | -1,342 | -5.2% | 24,655 |
| Farther Finance Advisors, LLC | -1,148 | -29.0% | 2,813 |