INNOVATOR ETFS TR (DSOC)
Institutional ownership reported to the SEC as of Q3 2023, across 12 quarters.
6
Reporting holders
$2.3M
Reported value
0.0%
Held as options
+3
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 |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $859.5K | 26,548 | 0.00% | new | NEW |
| OneDigital Investment Advisors LLC | $579.5K | 17,898 | 0.01% | 11q | -9.6%-$61.4K |
| OSAIC HOLDINGS, INC. | $537.6K | 16,606 | 0.00% | 12q | -9.7%-$58.0K |
| DHJJ Financial Advisors, Ltd. | $161.4K | 4,986 | 0.08% | new | NEW |
| Authentikos Wealth Advisory, LLC | $121.7K | 3,760 | 0.12% | new | NEW |
| Sunbelt Securities, Inc. | $6.5K | 200 | 0.00% | 3q | HELD |
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 | 6 | $2.3M | 69,998 | 3 | 0 | 2 | 0.0% |
| Q2 2023 | 3 | $1.2M | 38,392 | 0 | 1 | 0 | 0.0% |
| Q1 2023 | 6 | $2.0M | 66,622 | 2 | 1 | 3 | 0.0% |
| Q4 2022 | 5 | $1.5M | 56,444 | 0 | 1 | 4 | 0.0% |
| Q3 2022 | 5 | $1.6M | 63,971 | 0 | 1 | 2 | 0.0% |
| Q2 2022 | 5 | $1.8M | 66,392 | 1 | 1 | 2 | 0.0% |
| Q1 2022 | 7 | $3.3M | 101,765 | 0 | 1 | 2 | 0.0% |
| Q4 2021 | 9 | $5.1M | 152,915 | 0 | 3 | 3 | 0.0% |
| Q3 2021 | 10 | $6.5M | 207,423 | 3 | 1 | 4 | 0.0% |
| Q2 2021 | 7 | $11.5M | 374,321 | 0 | 5 | 0 | 0.0% |
| Q1 2021 | 8 | $10.6M | 362,876 | 3 | 2 | 1 | 0.0% |
| Q4 2020 | 5 | $8.0M | 282,933 | 4 | 0 | 0 | 0.0% |