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Innovator Premium Income 20 Barrier ETF - October (OCTH) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Innovator Premium Income 20 Barrier ETF - October (BATS:OCTH)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$4.78M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.69M
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OCTH Institutional Buying and Selling by Quarter

Innovator Premium Income 20 Barrier ETF - October Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025 CWM LLC19,907$471K0.0%+10.6%2.488%
4/30/2025 Allworth Financial LP11,078$260K0.0%-9.0%1.303%
4/30/2025 Trek Financial LLC46,287$1.10M0.1%-18.5%5.446%
4/29/2025 Brookstone Capital Management57,439$1.36M0.0%-2.0%6.758%
4/14/2025 Outlook Wealth Advisors LLC50,282$1.19M0.3%-26.6%5.916%
4/10/2025 Whipplewood Advisors LLC28,722$711K0.2%N/A3.379%
2/18/2025 Sunbelt Securities Inc.16,244$395K0.0%-20.3%2.031%
2/13/2025NFP Retirement Inc.31,820$761K0.1%N/A3.978%
2/13/2025 Trek Financial LLC56,787$1.36M0.1%-12.7%7.098%
2/12/2025Bullseye Investment Management LLC109,775$2.62M1.7%+11.1%13.722%
2/10/2025Harbour Investments Inc.54,034$1.29M0.0%+34.0%6.754%
2/10/2025Commonwealth Equity Services LLC10,095$242K0.0%+17.7%1.262%
1/30/2025 Allworth Financial LP12,167$293K0.0%-4.2%1.521%
1/30/2025 Principal Securities Inc.1,475$35K0.0%N/A0.184%
1/14/2025 Outlook Wealth Advisors LLC68,532$1.64M0.5%-2.8%8.567%
1/13/2025 Brookstone Capital Management58,584$1.40M0.0%-3.0%7.323%
11/18/2024 Sunbelt Securities Inc.20,382$486K0.0%-4.0%2.548%
11/15/2024Wolverine Trading LLC11,475$279K0.0%N/A1.434%
11/5/2024Harbour Investments Inc.40,315$962K0.0%+24.1%5.039%
10/23/2024 Outlook Wealth Advisors LLC70,533$1.68M0.5%+231.2%8.817%
10/2/2024 Mid American Wealth Advisory Group Inc.25,452$607K0.4%+66.2%3.182%
8/9/2024Pine Harbor Wealth Management LLC11,354$273K0.2%-48.9%1.419%
7/26/2024Harbour Investments Inc.32,473$781K0.0%+88.6%4.059%
7/22/2024Atria Wealth Solutions Inc.55,595$1.34M0.0%-11.2%6.949%
7/18/2024 Brookstone Capital Management60,198$1.45M0.0%-1.2%7.525%
7/18/2024 Outlook Wealth Advisors LLC21,295$512K0.2%-4.7%2.662%
7/10/2024 Mid American Wealth Advisory Group Inc.15,318$368K0.2%N/A1.915%
5/20/2024Bullseye Investment Management LLC149,756$3.62M2.1%-1.8%18.720%
4/22/2024 Outlook Wealth Advisors LLC22,336$540K0.2%+2.2%0.000%
4/15/2024 Sunbelt Securities Inc.21,228$513K0.1%+2.0%0.000%
2/12/2024Steward Partners Investment Advisory LLC11,825$287K0.0%N/A0.000%
2/7/2024 Principal Securities Inc.59,503$1.44M0.1%N/A0.000%
1/29/2024 Outlook Wealth Advisors LLC21,847$530K0.2%N/A0.000%
1/26/2024 Harbor Investment Advisory LLC4,210$102K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

OCTH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OCTH shares?

During the previous two years, 18 institutional investors and hedge funds held shares of Innovator Premium Income 20 Barrier ETF - October. The most heavily invested institutionals were Bullseye Investment Management LLC ($2.62M), Brookstone Capital Management ($1.36M), Atria Wealth Solutions Inc. ($1.34M), Harbour Investments Inc. ($1.29M), Outlook Wealth Advisors LLC ($1.19M), Trek Financial LLC ($1.10M), and NFP Retirement Inc. ($761K).Learn more on OCTH's institutional investors.

Which institutional investors have been buying Innovator Premium Income 20 Barrier ETF - October stock?

Of the 13 institutional investors that purchased Innovator Premium Income 20 Barrier ETF - October stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Outlook Wealth Advisors LLC ($71.57K), Principal Securities Inc. ($60.98K), Harbour Investments Inc. ($36.81K), NFP Retirement Inc. ($31.82K), Whipplewood Advisors LLC ($28.72K), Mid American Wealth Advisory Group Inc. ($25.45K), and Steward Partners Investment Advisory LLC ($11.83K).

How much institutional buying is happening at Innovator Premium Income 20 Barrier ETF - October?

Institutional investors have bought a total of 297,700 shares in the last 24 months. This purchase volume represents approximately $7.16M in transactions.

Which Innovator Premium Income 20 Barrier ETF - October major shareholders have been selling company stock?

The following institutional investors have sold Innovator Premium Income 20 Barrier ETF - October stock in the last 24 months: Outlook Wealth Advisors LLC ($21.29K), Trek Financial LLC ($18.76K), Pine Harbor Wealth Management LLC ($10.85K), Atria Wealth Solutions Inc. ($7.01K), Sunbelt Securities Inc. ($5.00K), Brookstone Capital Management ($3.70K), and Bullseye Investment Management LLC ($2.74K).

How much institutional selling is happening at Innovator Premium Income 20 Barrier ETF - October?

Institutional investors have sold a total of 70,979 shares in the last 24 months. This volume of shares sold represents approximately $1.69M in transactions.



This page (BATS:OCTH) was last updated on 5/3/2025 by MarketBeat.com Staff
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