LOUP Institutional Ownership
Innovator Deepwater Frontier Tech ETF
1W: +0.5%
1M: +6.2%
3M: -7.0%
YTD: +16.8%
1Y: +21.6%
3Y: +162.3%
5Y: +70.6%
$91.09
+0.65 (+0.72%)
Weekly Expected Move ±3.8%
$84
$88
$91
$95
$98
Overview
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Institutional Ownership — LOUP
65
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
134M
Total Invested
14
New Positions
20
Increased
17
Reduced
6
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (70 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Gradient Investments LLC | 264,367 | $24M | -23,849 | -8.3% | 6Q | SEC ↗ |
| 2 | ROYAL BANK OF CANADA | 261,623 | $24M | +30,436 | +13.2% | 22Q | SEC ↗ |
| 3 | Tradition Wealth Management, LLC | 189,004 | $17M | -298 | -0.2% | 23Q | SEC ↗ |
| 4 | LPL Financial LLC | 165,248 | $15M | +9,675 | +6.2% | 22Q | SEC ↗ |
| 5 | Elmwood Wealth Management, Inc. | 116,401 | $11M | +855 | +0.7% | 10Q | SEC ↗ |
| 6 | EPIQ PARTNERS, LLC | 90,924 | $8M | +4,968 | +5.8% | 27Q | SEC ↗ |
| 7 | GTS SECURITIES LLC NEW | 53,693 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 8 | Mattson Financial Services, LLC | 38,341 | $3M | -6,395 | -14.3% | 6Q | SEC ↗ |
| 9 | HighTower Advisors, LLC | 37,270 | $3M | +4,269 | +12.9% | 5Q | SEC ↗ |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 14,423 | $1M | +75 | +0.5% | 23Q | SEC ↗ |
| 11 | 46 Peaks LLC | 14,347 | $1M | +861 | +6.4% | 3Q | SEC ↗ |
| 12 | MISSION WEALTH MANAGEMENT, LP NEW | 13,170 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,708 | $1M | +4,608 | +56.9% | 6Q | SEC ↗ |
| 14 | STIFEL FINANCIAL CORP | 8,827 | $804K | +1,458 | +19.8% | 4Q | SEC ↗ |
| 15 | JANE STREET GROUP, LLC | 7,477 | $681K | -14,929 | -66.6% | 2Q | SEC ↗ |
| 16 | Mariner, LLC | 7,114 | $648K | +2,093 | +41.7% | 5Q | SEC ↗ |
| 17 | OSAIC HOLDINGS, INC. | 7,084 | $645K | -28,651 | -80.2% | 26Q | SEC ↗ |
| 18 | CAPTRUST FINANCIAL ADVISORS | 5,051 | $460K | — | +0.0% | 2Q | SEC ↗ |
| 19 | Paladin Wealth, LLC | 4,946 | $451K | +296 | +6.4% | 3Q | SEC ↗ |
| 20 | Snowden Capital Advisors LLC NEW | 4,505 | $410K | — | +0.0% | 1Q | SEC ↗ |
| 21 | Dorsey & Whitney Trust CO LLC | 4,000 | $364K | — | +0.0% | 5Q | SEC ↗ |
| 22 | Belvedere Trading LLC NEW | 3,978 | $362K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Sigma Planning Corp | 3,827 | $349K | +158 | +4.3% | 3Q | SEC ↗ |
| 24 | Authentikos Wealth Advisory, LLC | 3,799 | $346K | +154 | +4.2% | 2Q | SEC ↗ |
| 25 | RAYMOND JAMES FINANCIAL INC | 3,456 | $315K | +12 | +0.3% | 3Q | SEC ↗ |
| 26 | Cambridge Investment Research Advisors NEW | 3,396 | $309K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Triumph Capital Management | 3,089 | $281K | -269 | -8.0% | 4Q | SEC ↗ |
| 28 | FAS Wealth Partners, Inc. | 3,041 | $277K | -100 | -3.2% | 5Q | SEC ↗ |
| 29 | FIFTH THIRD BANCORP | 3,000 | $273K | — | +0.0% | 2Q | SEC ↗ |
| 30 | Brown Financial Advisors | 2,895 | $264K | -202 | -6.5% | 4Q | SEC ↗ |
| 31 | INTEGRITY ALLIANCE, LLC. NEW | 2,515 | $229K | — | +0.0% | 1Q | SEC ↗ |
| 32 | NWF Advisory Services Inc. NEW | 2,130 | $194K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Federation des caisses Desjardins du Q | 1,701 | $155K | +200 | +13.3% | 4Q | SEC ↗ |
| 34 | MORGAN STANLEY | 1,607 | $146K | +1,228 | +324.0% | 22Q | SEC ↗ |
| 35 | Capital Investment Advisory Services, | 1,488 | $136K | -200 | -11.8% | 15Q | SEC ↗ |
| 36 | Ulland Investment Advisors, LLC | 1,215 | $111K | +215 | +21.5% | 7Q | SEC ↗ |
| 37 | CREATIVE FINANCIAL DESIGNS INC /ADV | 1,100 | $100K | — | +0.0% | 32Q | SEC ↗ |
| 38 | UBS Group AG NEW | 879 | $80K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Arax Advisory Partners NEW | 696 | $63K | — | +0.0% | 1Q | SEC ↗ |
| 40 | Rockefeller Capital Management L.P. | 533 | $49K | -17 | -3.1% | 4Q | SEC ↗ |
| 41 | Asset Dedication, LLC | 436 | $40K | — | +0.0% | 25Q | SEC ↗ |
| 42 | Marshall & Sterling Wealth Advisors In | 423 | $39K | -86 | -16.9% | 7Q | SEC ↗ |
| 43 | CWM, LLC | 410 | $37K | — | +0.0% | 12Q | SEC ↗ |
| 44 | Aventus Investment Advisors, Inc. | 381 | $35K | — | +0.0% | 5Q | SEC ↗ |
| 45 | EVOLUTION WEALTH MANAGEMENT INC. | 315 | $29K | — | +0.0% | 5Q | SEC ↗ |
| 46 | SIMPLEX TRADING, LLC NEW | 218 | $20K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Blume Capital Management, Inc. NEW | 150 | $14K | — | +0.0% | 1Q | SEC ↗ |
| 48 | HARBOUR INVESTMENTS, INC. | 137 | $12K | +14 | +11.4% | 12Q | SEC ↗ |
| 49 | BLUE BELL PRIVATE WEALTH MANAGEMENT, L | 131 | $12K | — | +0.0% | 19Q | SEC ↗ |
| 50 | Spire Wealth Management | 100 | $9K | — | +0.0% | 6Q | SEC ↗ |
Recent Activity
New Positions (14)
| Holder | Shares | Value |
|---|---|---|
| GTS SECURITIES LLC | 53,693 | $5M |
| MISSION WEALTH MANAGEMENT, LP | 13,170 | $1M |
| Snowden Capital Advisors LLC | 4,505 | $410K |
| Belvedere Trading LLC | 3,978 | $362K |
| Cambridge Investment Research Advis | 3,396 | $309K |
| INTEGRITY ALLIANCE, LLC. | 2,515 | $229K |
| NWF Advisory Services Inc. | 2,130 | $194K |
| UBS Group AG | 879 | $80K |
| Arax Advisory Partners | 696 | $63K |
| SIMPLEX TRADING, LLC | 218 | $20K |
| Blume Capital Management, Inc. | 150 | $14K |
| CoreCap Advisors, LLC | 25 | $2K |
| TD Waterhouse Canada Inc. | 12 | $1K |
| SECURITY NATIONAL BANK OF SIOUX CIT | 10 | $1K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Focus Partners Wealth | 54,968 | $5M |
| FLOW TRADERS U.S. LLC | 44,659 | $4M |
| OLD MISSION CAPITAL LLC | 25,647 | $2M |
| CITADEL ADVISORS LLC | 8,182 | $745K |
| HRT FINANCIAL LP | 6,407 | $584K |
| IHT Wealth Management, LLC | 3,705 | $337K |
| Kestra Advisory Services, LLC | 700 | $64K |
| GROUP ONE TRADING LLC | 144 | $13K |
| Strategic Investment Solutions, Inc | 80 | $7K |
| Advisory Services Network, LLC | 1 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ROYAL BANK OF CANADA | +30,436 | +13.2% | 261,623 |
| LPL Financial LLC | +9,675 | +6.2% | 165,248 |
| EPIQ PARTNERS, LLC | +4,968 | +5.8% | 90,924 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +4,608 | +56.9% | 12,708 |
| HighTower Advisors, LLC | +4,269 | +12.9% | 37,270 |
| Mariner, LLC | +2,093 | +41.7% | 7,114 |
| STIFEL FINANCIAL CORP | +1,458 | +19.8% | 8,827 |
| MORGAN STANLEY | +1,228 | +324.0% | 1,607 |
| 46 Peaks LLC | +861 | +6.4% | 14,347 |
| Elmwood Wealth Management, Inc. | +855 | +0.7% | 116,401 |
| Paladin Wealth, LLC | +296 | +6.4% | 4,946 |
| Ulland Investment Advisors, LLC | +215 | +21.5% | 1,215 |
| Federation des caisses Desjardins d | +200 | +13.3% | 1,701 |
| Sigma Planning Corp | +158 | +4.3% | 3,827 |
| Authentikos Wealth Advisory, LLC | +154 | +4.2% | 3,799 |
| COMMONWEALTH EQUITY SERVICES, LLC | +75 | +0.5% | 14,423 |
| FMR LLC | +65 | +3250.0% | 67 |
| MCGUIRE CAPITAL ADVISORS INC | +25 | +39.1% | 89 |
| HARBOUR INVESTMENTS, INC. | +14 | +11.4% | 137 |
| RAYMOND JAMES FINANCIAL INC | +12 | +0.3% | 3,456 |
Biggest Decreases (11)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | -28,651 | -80.2% | 7,084 |
| Gradient Investments LLC | -23,849 | -8.3% | 264,367 |
| JANE STREET GROUP, LLC | -14,929 | -66.6% | 7,477 |
| Mattson Financial Services, LLC | -6,395 | -14.3% | 38,341 |
| Tradition Wealth Management, LLC | -298 | -0.2% | 189,004 |
| Triumph Capital Management | -269 | -8.0% | 3,089 |
| Brown Financial Advisors | -202 | -6.5% | 2,895 |
| Capital Investment Advisory Service | -200 | -11.8% | 1,488 |
| FAS Wealth Partners, Inc. | -100 | -3.2% | 3,041 |
| Marshall & Sterling Wealth Advisors | -86 | -16.9% | 423 |
| Rockefeller Capital Management L.P. | -17 | -3.1% | 533 |