Who Owns INNOVATOR ETFS TRUST (OCTH)? -- Institutional Holders (2026-03-31)
25 institutions reported holding $10.7M of INNOVATOR ETFS TRUST (OCTH) in SEC 13F filings for 2026-03-31. Largest institutional holders: HARBOUR INVESTMENTS, INC. ($3.4M), Brookstone Capital Management ($1.1M), Outlook Wealth Advisors, LLC ($1.1M), Trek Financial, LLC ($905,729), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($816,434). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | HARBOUR INVESTMENTS, INC. | $3.4M | 142,794 | Added |
| 2 | Brookstone Capital Management | $1.1M | 46,561 | Trimmed |
| 3 | Outlook Wealth Advisors, LLC | $1.1M | 44,787 | Trimmed |
| 4 | Trek Financial, LLC | $905,729 | 38,574 | Trimmed |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $816,434 | 34,771 | Added |
| 6 | Whipplewood Advisors, LLC | $752,168 | 32,034 | Added |
| 7 | OLD MISSION CAPITAL LLC | $707,884 | 30,148 | Added |
| 8 | Valtinson Bruner Financial Planning LLC | $393,698 | 16,767 | Added |
| 9 | NFP Retirement, Inc. | $362,546 | 15,440 | Trimmed |
| 10 | Foundations Investment Advisors, LLC | $259,551 | 11,054 | Added |
| 11 | Allworth Financial LP | $258,085 | 10,992 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $257,060 | 10,948 | Added |
| 13 | Sunbelt Securities, Inc. | $214,735 | 9,145 | Trimmed |
| 14 | Steward Partners Investment Advisory, LLC | $101,435 | 4,320 | Added |
| 15 | HARBOR INVESTMENT ADVISORY, LLC | $98,852 | 4,210 | Hold |
| 16 | CREATIVE FINANCIAL DESIGNS INC /ADV | $18,784 | 800 | Hold |
| 17 | CoreCap Advisors, LLC | $12,163 | 518 | Hold |
| 18 | Pinnacle Wealth Planning Services, Inc. | $12,069 | 514 | Trimmed |
| 19 | UBS Group AG | $6,340 | 270 | Added |
| 20 | OSAIC HOLDINGS, INC. | $2,864 | 122 | Hold |
| 21 | Blue Trust, Inc. | $0 | 0 | Exited |
| 22 | Farther Finance Advisors, LLC | $0 | 0 | Exited |
| 23 | Wealth Watch Advisors, INC | $0 | 0 | Exited |
| 24 | WINNOW WEALTH LLC | $0 | 0 | Exited |
| 25 | AE Wealth Management LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31