INNOVATOR ETFS TRUST (OCTJ)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
18
Reporting holders
$9.3M
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 |
|---|---|---|---|---|---|
| HARBOUR INVESTMENTS, INC. | $2.1M | 88,102 | 0.03% | 11q | -35.6%-$1.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 72,359 | 0.00% | 4q | +74.0%+$736.0K |
| Outlook Wealth Advisors, LLC | $1.3M | 54,329 | 0.28% | 11q | -8.6%-$122.7K |
| OLD MISSION CAPITAL LLC | $1.0M | 43,102 | 0.02% | new | NEW |
| VIMA LLC | $806.7K | 33,738 | 0.79% | new | NEW |
| MTM FINANCIAL GROUP, LLC | $519.7K | 21,735 | 0.22% | new | FIRST |
| CoreCap Advisors, LLC | $408.5K | 17,083 | 0.01% | 10q | -4.9%-$21.2K |
| Trek Financial, LLC | $381.7K | 15,965 | 0.02% | 11q | HELD |
| Steward Partners Investment Advisory, LLC | $296.5K | 12,402 | 0.00% | 11q | -13.0%-$44.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $279.3K | 11,681 | 0.00% | 11q | -8.4%-$25.8K |
| World Investment Advisors | $246.6K | 10,420 | 0.00% | 3q | HELD |
| Farther Finance Advisors, LLC | $88.5K | 3,700 | 0.00% | 3q | -34.3%-$46.2K |
| Archer Investment Corp | $36.9K | 1,542 | 0.00% | 11q | -12.9%-$5.5K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $19.1K | 800 | 0.00% | 10q | HELD |
| Pinnacle Wealth Planning Services, Inc. | $17.2K | 720 | 0.00% | 3q | HELD |
| UBS Group AG | $2.3K | 96 | 0.00% | 5q | +200.0%+$1.5K |
| DHJJ Financial Advisors, Ltd. | $2.0K | 82 | 0.00% | 5q | HELD |
| IFP Advisors, Inc | $837 | 35 | 0.00% | 5q | 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 | 0.7% |
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 | 18 | $9.3M | 387,891 | 2 | 2 | 7 | 0.0% |
| Q1 2026 | 19 | $9.5M | 403,414 | 2 | 6 | 5 | 0.0% |
| Q4 2025 | 21 | $9.5M | 398,527 | 6 | 4 | 7 | 0.0% |
| Q3 2025 | 17 | $15.7M | 658,774 | 2 | 4 | 5 | 0.0% |
| Q2 2025 | 15 | $14.0M | 588,668 | 3 | 4 | 4 | 0.0% |
| Q1 2025 | 17 | $14.0M | 590,374 | 3 | 4 | 4 | 0.0% |
| Q4 2024 | 16 | $13.7M | 572,030 | 2 | 4 | 4 | 0.0% |
| Q3 2024 | 18 | $13.3M | 558,048 | 3 | 5 | 7 | 0.0% |
| Q2 2024 | 17 | $17.0M | 612,483 | 0 | 5 | 8 | 0.0% |
| Q1 2024 | 20 | $16.6M | 689,091 | 6 | 5 | 5 | 0.0% |
| Q4 2023 | 14 | $17.3M | 716,866 | 13 | 0 | 0 | 0.0% |