Innovator ETFs Trust - LOUP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gradient Investments LLC | History | Added to | 279,217 | 21,334 | 0.34% | 0.3% | 1 | +33,492 | 13.63% | Q4 2025 | Jan 08, 2026 |
| ROYAL BANK OF CANADA | History | New | 231,075 | 17,657 | 0.0% | — | 2 | +231,075 | New | Q4 2025 | Feb 17, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 183,431 | 14,015 | 1.01% | 1.07% | 3 | -12,455 | -6.36% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 130,583 | 9,977 | 0.0% | 0.0% | 4 | +42,923 | 48.97% | Q4 2025 | Feb 11, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 91,581 | 6,997 | 2.21% | 2.37% | 5 | +1,134 | 1.25% | Q4 2025 | Jan 08, 2026 |
| EPIQ PARTNERS, LLC | History | Reduced | 79,189 | 6,050 | 2.82% | 2.79% | 6 | -726 | -0.91% | Q4 2025 | Jan 07, 2026 |
| Focus Partners Wealth | History | New | 56,022 | 4,280 | 0.0% | — | 7 | +56,022 | New | Q4 2025 | Feb 13, 2026 |
| Mattson Financial Services, LLC | History | Added to | 44,621 | 3,409 | 0.8% | 0.72% | 8 | +4,098 | 10.11% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 33,124 | 2,530 | 0.0% | 0.0% | 9 | +22,672 | 216.92% | Q4 2025 | Feb 06, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 25,647 | 1,959 | 0.04% | — | 10 | +25,647 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 22,053 | 1,685 | 0.0% | 0.0% | 11 | +17,168 | 351.44% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 14,000 | 1,069 | 0.0% | 0.0% | 12 | +6,919 | 97.71% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 13,886 | 1,061 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| 46 Peaks LLC | History | New | 12,201 | 932 | 0.68% | — | 14 | +12,201 | New | Q4 2025 | Feb 26, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 8,206 | 627 | 0.0% | 0.0% | 15 | -2,413 | -22.72% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 5,019 | 383 | 0.0% | 0.0% | 16 | +1,333 | 36.16% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Reduced | 4,604 | 351 | 0.0% | 0.0% | 17 | -38 | -0.82% | Q4 2025 | Feb 13, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | New | 4,717 | 348 | 0.34% | — | 18 | +4,717 | New | Q4 2025 | Feb 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 4,000 | 305 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sigma Planning Corp | History | New | 3,717 | 284 | 0.01% | — | 20 | +3,717 | New | Q4 2025 | Jan 30, 2026 |
| IHT Wealth Management, LLC | History | New | 3,705 | 283 | 0.01% | — | 21 | +3,705 | New | Q4 2025 | Feb 17, 2026 |
| Paladin Wealth, LLC | History | New | 3,583 | 273 | 0.19% | — | 22 | +3,583 | New | Q4 2025 | Jan 15, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 3,341 | 255 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Brown Financial Advisors | History | Added to | 3,182 | 243 | 0.09% | 0.08% | 24 | +204 | 6.85% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | No change | 3,000 | 229 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Triumph Capital Management | History | New | 2,896 | 221 | 0.05% | — | 26 | +2,896 | New | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 2,654 | 202 | 0.0% | — | 27 | +2,654 | New | Q4 2025 | Feb 18, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 1,688 | 128 | 0.01% | 0.01% | 28 | -1 | -0.06% | Q4 2025 | Jan 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 1,501 | 114 | 0.0% | 0.0% | 29 | +580 | 62.98% | Q4 2025 | Feb 12, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 1,109 | 84 | 0.06% | 0.05% | 30 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 1,000 | 76 | 0.06% | 0.06% | 31 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 900 | 68 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | New | 700 | 53 | 0.0% | — | 33 | +700 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 584 | 44 | 0.0% | 0.0% | 34 | +414 | 243.53% | Q4 2025 | Mar 16, 2026 |
| Asset Dedication, LLC | History | No change | 436 | 33 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CWM, LLC | History | No change | 410 | 31 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Aventus Investment Advisors, Inc. | History | No change | 381 | 29 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MORGAN STANLEY | History | Reduced | 379 | 28 | 0.0% | 0.0% | 38 | -359 | -48.64% | Q4 2025 | Feb 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 315 | 24 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ancora Advisors LLC | History | No change | 225 | 17 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | New | 144 | 11 | 0.0% | — | 41 | +144 | New | Q4 2025 | Feb 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 131 | 10 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 95 | 7 | 0.0% | — | 44 | +95 | New | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | No change | 100 | 7 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 80 | 6 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 64 | 4 | 0.0% | — | 46 | +64 | New | Q4 2025 | Feb 19, 2026 |
| Farther Finance Advisors, LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 26 | 1 | 0.0% | 0.0% | 48 | -100 | -79.37% | Q4 2025 | Feb 09, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -23,166 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,278 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JPMORGAN CHASE & CO | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |