INNOVATOR ETFS TRUST (LOCT)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
14
Reporting holders
$5.0M
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 |
|---|---|---|---|---|---|
| MTM FINANCIAL GROUP, LLC | $1.5M | 63,534 | 0.65% | new | FIRST |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 53,418 | 0.00% | new | NEW |
| Cetera Investment Advisers | $588.8K | 24,655 | 0.00% | 10q | -5.2%-$32.0K |
| Summit Financial, LLC | $473.7K | 19,753 | 0.01% | new | NEW |
| KFG WEALTH MANAGEMENT, LLC | $324.6K | 13,593 | 0.04% | 6q | +6.5%+$19.8K |
| OLD MISSION CAPITAL LLC | $270.4K | 11,322 | 0.00% | 5q | -62.7%-$453.8K |
| World Investment Advisors | $207.3K | 8,798 | 0.00% | 3q | HELD |
| Steward Partners Investment Advisory, LLC | $164.0K | 6,869 | 0.00% | 11q | HELD |
| Farther Finance Advisors, LLC | $67.2K | 2,813 | 0.00% | 5q | -29.0%-$27.4K |
| RED REEF ADVISORS LLC | $50.2K | 2,101 | 0.05% | 3q | HELD |
| CoreCap Advisors, LLC | $10.1K | 423 | 0.00% | 10q | +1.2% |
| UBS Group AG | $8.5K | 358 | 0.00% | 2q | +131.0%+$4.8K |
| IFP Advisors, Inc | $6.9K | 290 | 0.00% | 5q | HELD |
| BARCLAYS PLC | $2.5K | 104 | 0.00% | new | NEW |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 14 | $5.0M | 208,031 | 3 | 3 | 3 | 0.0% |
| Q1 2026 | 13 | $3.7M | 155,788 | 1 | 3 | 6 | 0.0% |
| Q4 2025 | 15 | $4.8M | 202,154 | 4 | 3 | 3 | 0.0% |
| Q3 2025 | 12 | $3.9M | 163,021 | 1 | 2 | 3 | 0.0% |
| Q2 2025 | 13 | $3.7M | 154,263 | 4 | 3 | 2 | 0.0% |
| Q1 2025 | 10 | $3.3M | 140,604 | 2 | 2 | 2 | 0.0% |
| Q4 2024 | 9 | $3.4M | 144,418 | 2 | 4 | 2 | 0.0% |
| Q3 2024 | 8 | $3.5M | 147,652 | 1 | 4 | 0 | 0.0% |
| Q2 2024 | 6 | $2.5M | 106,187 | 1 | 1 | 2 | 0.0% |
| Q1 2024 | 6 | $5.1M | 211,078 | 2 | 2 | 1 | 0.0% |
| Q4 2023 | 7 | $5.3M | 221,156 | 6 | 0 | 0 | 0.0% |