Innovator ETFs Trust - DDTO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 121,181 | 2,570 | 0.0% | 0.0% | 1 | -1,910 | -1.55% | Q1 2026 | Apr 27, 2026 |
| Southland Equity Partners LLC | History | Reduced | 99,811 | 2,116 | 0.41% | 0.43% | 2 | -540 | -0.54% | Q1 2026 | Apr 14, 2026 |
| Pitti Group Wealth Management, LLC | History | Added to | 51,029 | 1,082 | 0.88% | 0.86% | 3 | +2,538 | 5.23% | Q1 2026 | May 15, 2026 |
| CRA Financial Services, LLC | History | Reduced | 22,874 | 485 | 0.06% | 0.08% | 4 | -7,040 | -23.53% | Q1 2026 | Apr 09, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 22,755 | 482 | 0.01% | — | 5 | +22,755 | New | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 16,445 | 349 | 0.0% | 0.0% | 6 | -300 | -1.79% | Q1 2026 | Apr 30, 2026 |
| Atlantic Private Wealth, LLC | History | New | 16,171 | 342 | 0.22% | — | 7 | +16,171 | New | Q1 2026 | May 08, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Added to | 15,737 | 333 | 0.16% | 0.14% | 8 | +572 | 3.77% | Q1 2026 | Apr 28, 2026 |
| AE Wealth Management LLC | History | New | 14,869 | 315 | 0.0% | — | 9 | +14,869 | New | Q1 2026 | May 13, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 13,955 | 295 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 9,500 | 201 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | No change | 9,440 | 200 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 5,723 | 121 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 4,700 | 99 | 0.02% | 0.02% | 14 | -1,700 | -26.56% | Q1 2026 | Apr 28, 2026 |
| IFP Advisors, Inc | History | Added to | 4,698 | 99 | 0.0% | 0.0% | 15 | +25 | 0.53% | Q1 2026 | Apr 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,589 | 54 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 475 | 10 | 0.0% | — | 17 | +475 | New | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 431 | 9 | 0.0% | 0.0% | 19 | -1,300 | -75.1% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | New | 426 | 9 | 0.0% | — | 18 | +426 | New | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | New | 198 | 4 | 0.0% | — | 20 | +198 | New | Q1 2026 | May 05, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.27% | — | -273,900 | -100.0% | Q1 2026 | Apr 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -32,719 | -100.0% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.01% | — | -25,714 | -100.0% | Q1 2026 | Apr 16, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,926 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,767 | -100.0% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,897 | -100.0% | Q1 2026 | Apr 30, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 20 | 0 | — | — | — | +5 | 33.33% | Q1 2026 | Apr 09, 2026 |