QTOC Institutional Ownership
Innovator Growth Accelerated Plus ETF - October
1W: +1.1%
1M: +1.8%
3M: +4.4%
YTD: +16.3%
1Y: +18.9%
3Y: +71.7%
$39.67
+0.30 (+0.76%)
Weekly Expected Move ±0.4%
$39
$40
$40
$40
$40
Overview
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Holdings
Changes
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Institutional Ownership — QTOC
22
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
11M
Total Invested
4
New Positions
4
Increased
6
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (24 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | 149,727 | $6M | +131,841 | +737.1% | 11Q | SEC ↗ |
| 2 | Sunbelt Securities, Inc. | 35,527 | $1M | -2,822 | -7.4% | 14Q | SEC ↗ |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30,986 | $1M | +14,631 | +89.5% | 4Q | SEC ↗ |
| 4 | Welch Financial Planning, LLC | 20,177 | $800K | +143 | +0.7% | 3Q | SEC ↗ |
| 5 | Brookwood Investment Group LLC | 18,660 | $740K | +1,314 | +7.6% | 6Q | SEC ↗ |
| 6 | World Investment Advisors | 15,805 | $627K | — | +0.0% | 10Q | SEC ↗ |
| 7 | Andina Capital Management, LLC NEW | 15,196 | $603K | — | +0.0% | 1Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 14,475 | $574K | — | +0.0% | 19Q | SEC ↗ |
| 9 | CARY STREET PARTNERS FINANCIAL LLC | 11,650 | $462K | — | +0.0% | 7Q | SEC ↗ |
| 10 | HighTower Advisors, LLC | 6,859 | $272K | — | +0.0% | 5Q | SEC ↗ |
| 11 | Regatta Research & Money Management NEW | 6,462 | $256K | — | +0.0% | 1Q | SEC ↗ |
| 12 | Focus Financial Network, Inc. NEW | 5,870 | $233K | — | +0.0% | 1Q | SEC ↗ |
| 13 | Bullseye Investment Management, LLC | 809 | $32K | -238 | -22.7% | 1Q | SEC ↗ |
| 14 | IFP Advisors, Inc | 805 | $32K | — | +0.0% | 7Q | SEC ↗ |
| 15 | EverSource Wealth Advisors, LLC | 151 | $6K | -250 | -62.3% | 7Q | SEC ↗ |
| 16 | Highland Investment Advisors LLC NEW | 85 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 17 | DHJJ Financial Advisors, Ltd. | 45 | $2K | — | +0.0% | 12Q | SEC ↗ |
| 18 | RED REEF ADVISORS LLC | 20 | $1K | — | +0.0% | 3Q | SEC ↗ |
| 19 | CoreCap Advisors, LLC | 11 | $0K | -10 | -47.6% | 3Q | SEC ↗ |
| 20 | MORGAN STANLEY | 1 | $0K | — | +0.0% | 3Q | SEC ↗ |
| 21 | GOLDMAN SACHS GROUP INC | 0 | $0K | -8,348 | -100.0% | 1Q | SEC ↗ |
| 22 | OLD MISSION CAPITAL LLC | 0 | $0K | -28,162 | -100.0% | 2Q | SEC ↗ |
| 23 | UBS Group AG | 0 | $0K | -1,072 | -100.0% | 11Q | SEC ↗ |
| 24 | Kestra Advisory Services, LLC | 0 | $0K | -10,070 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| Andina Capital Management, LLC | 15,196 | $603K |
| Regatta Research & Money Management | 6,462 | $256K |
| Focus Financial Network, Inc. | 5,870 | $233K |
| Highland Investment Advisors LLC | 85 | $3K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | 28,162 | $1M |
| Kestra Advisory Services, LLC | 10,070 | $399K |
| GOLDMAN SACHS GROUP INC | 8,348 | $331K |
| UBS Group AG | 1,072 | $43K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | +131,841 | +737.1% | 149,727 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +14,631 | +89.5% | 30,986 |
| Brookwood Investment Group LLC | +1,314 | +7.6% | 18,660 |
| Welch Financial Planning, LLC | +143 | +0.7% | 20,177 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Sunbelt Securities, Inc. | -2,822 | -7.4% | 35,527 |
| EverSource Wealth Advisors, LLC | -250 | -62.3% | 151 |
| Bullseye Investment Management, LLC | -238 | -22.7% | 809 |
| CoreCap Advisors, LLC | -10 | -47.6% | 11 |