INNOVATOR ETFS TRUST (OCTH)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
20
Reporting holders
$10.1M
Reported value
0.0%
Held as options
+0
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 | $2.3M | 94,699 | 0.00% | 3q | +172.4%+$1.4M |
| HARBOUR INVESTMENTS, INC. | $2.2M | 91,585 | 0.03% | 11q | -35.9%-$1.2M |
| Outlook Wealth Advisors, LLC | $1.0M | 43,046 | 0.22% | 11q | -3.9%-$41.8K |
| Trek Financial, LLC | $925.6K | 38,574 | 0.05% | 11q | HELD |
| Whipplewood Advisors, LLC | $780.8K | 32,539 | 0.53% | 6q | +1.6%+$12.1K |
| MTM FINANCIAL GROUP, LLC | $519.9K | 21,667 | 0.22% | new | FIRST |
| Valtinson Bruner Financial Planning LLC | $408.1K | 17,008 | 0.10% | 3q | +1.4%+$5.8K |
| Wealthspire Retirement, LLC | $375.4K | 15,647 | 0.02% | 7q | +1.3%+$5.0K |
| Allworth Financial LP | $266.8K | 11,121 | 0.00% | 9q | +1.2%+$3.1K |
| Foundations Investment Advisors, LLC | $264.9K | 11,040 | 0.00% | 3q | HELD |
| OLD MISSION CAPITAL LLC | $252.4K | 10,519 | 0.00% | 6q | -65.1%-$471.0K |
| Soltis Investment Advisors LLC | $250.1K | 10,423 | 0.01% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $246.0K | 10,252 | 0.00% | 8q | -6.4%-$16.7K |
| Steward Partners Investment Advisory, LLC | $103.7K | 4,320 | 0.00% | 11q | HELD |
| HARBOR INVESTMENT ADVISORY, LLC | $101.0K | 4,210 | 0.01% | 11q | HELD |
| UBS Group AG | $29.6K | 1,235 | 0.00% | 3q | +357.4%+$23.2K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $19.2K | 800 | 0.00% | 10q | HELD |
| Pinnacle Wealth Planning Services, Inc. | $12.3K | 514 | 0.00% | 3q | HELD |
| CoreCap Advisors, LLC | $9.6K | 401 | 0.00% | 10q | -22.6%-$2.8K |
| OSAIC HOLDINGS, INC. | $2.9K | 122 | 0.00% | 3q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-02 | 13G/A | Brookstone Capital Management, LLC | 0.8% |
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 | 20 | $10.1M | 419,722 | 1 | 6 | 5 | 0.0% |
| Q1 2026 | 20 | $10.7M | 454,769 | 0 | 10 | 5 | 0.0% |
| Q4 2025 | 25 | $10.5M | 438,900 | 10 | 4 | 4 | 0.0% |
| Q3 2025 | 16 | $12.8M | 534,459 | 0 | 4 | 6 | 0.0% |
| Q2 2025 | 19 | $11.6M | 488,002 | 3 | 5 | 4 | 0.0% |
| Q1 2025 | 18 | $11.5M | 483,537 | 4 | 1 | 7 | 0.0% |
| Q4 2024 | 16 | $10.2M | 427,917 | 2 | 3 | 7 | 0.0% |
| Q3 2024 | 19 | $10.9M | 457,246 | 5 | 4 | 6 | 0.0% |
| Q2 2024 | 18 | $12.2M | 519,882 | 3 | 3 | 7 | 0.0% |
| Q1 2024 | 16 | $13.3M | 549,981 | 5 | 3 | 3 | 0.0% |
| Q4 2023 | 11 | $11.3M | 465,685 | 9 | 0 | 0 | 0.0% |