INNOVATOR ETFS TR (DBOC)
Institutional ownership reported to the SEC as of Q3 2023, across 12 quarters.
13
Reporting holders
$5.4M
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Cetera Advisor Networks LLC | $1.6M | 52,012 | 0.01% | 12q | -3.9%-$66.4K |
| OSAIC HOLDINGS, INC. | $931.4K | 29,501 | 0.00% | 12q | -11.5%-$121.1K |
| DHJJ Financial Advisors, Ltd. | $640.7K | 20,292 | 0.33% | 12q | -5.8%-$39.7K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $549.1K | 17,393 | 0.15% | 11q | -3.3%-$18.7K |
| Cetera Investment Advisers | $407.2K | 12,898 | 0.00% | 4q | -9.0%-$40.0K |
| OneDigital Investment Advisors LLC | $335.6K | 10,631 | 0.01% | 8q | -16.5%-$66.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $285.1K | 9,029 | 0.00% | 2q | -57.3%-$383.3K |
| Orion Capital Management LLC | $275.1K | 8,713 | 0.18% | 9q | HELD |
| Arlington Capital Management, Inc. | $221.0K | 7,000 | 0.23% | 2q | -2.7%-$6.2K |
| Sunbelt Securities, Inc. | $49.4K | 1,565 | 0.01% | 4q | HELD |
| BANK OF MONTREAL /CAN/ | $25.2K | 800 | 0.00% | 8q | HELD |
| Authentikos Wealth Advisory, LLC | $9.3K | 295 | 0.01% | new | NEW |
| UBS Group AG | $505 | 16 | 0.00% | 12q | -95.2%-$10.0K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2023 | 13 | $5.4M | 170,145 | 1 | 0 | 9 | 0.0% |
| Q2 2023 | 14 | $6.9M | 222,865 | 3 | 2 | 5 | 0.0% |
| Q1 2023 | 10 | $5.4M | 183,338 | 0 | 3 | 4 | 0.0% |
| Q4 2022 | 13 | $5.7M | 207,087 | 5 | 1 | 1 | 0.0% |
| Q3 2022 | 11 | $5.6M | 211,696 | 0 | 2 | 2 | 0.0% |
| Q2 2022 | 14 | $7.5M | 277,757 | 1 | 3 | 6 | 0.0% |
| Q1 2022 | 14 | $8.5M | 278,145 | 1 | 3 | 6 | 0.0% |
| Q4 2021 | 15 | $11.1M | 365,852 | 4 | 2 | 4 | 0.0% |
| Q3 2021 | 13 | $10.3M | 352,879 | 1 | 2 | 9 | 0.0% |
| Q2 2021 | 15 | $23.9M | 831,785 | 0 | 3 | 6 | 0.0% |
| Q1 2021 | 16 | $25.6M | 917,544 | 4 | 5 | 4 | 0.0% |
| Q4 2020 | 12 | $19.4M | 713,978 | 10 | 0 | 0 | 0.0% |