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

$24.20 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
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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)
11
Total
Institutional Inflows
(last 12 months)
$1.98M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$2.11M
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OCTH Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/18/2026 Sunbelt Securities Inc.9,145$215K0.0%-35.4%1.180%
5/13/2026 Wealthspire Retirement LLC15,440$363K0.0%-22.4%1.992%
4/17/2026 Brookstone Capital Management46,561$1.09M0.0%-20.0%6.008%
2/20/2026 Sunbelt Securities Inc.14,163$339K0.0%+3.1%1.827%
2/18/2026 Wealthspire Retirement LLC19,900$477K0.0%-9.6%2.568%
2/16/2026Motiv8 Investments LLC1,787$43K0.0%N/A0.231%
2/12/2026 Commonwealth Equity Services LLC10,798$259K0.0%+8.4%1.393%
2/11/2026 Outlook Wealth Advisors LLC45,002$1.08M0.2%-7.5%5.807%
2/11/2026 Winnow Wealth LLC5,348$128K0.1%N/A0.690%
2/10/2026 Foundations Investment Advisors LLC10,803$259K0.0%N/A1.394%
2/9/2026 Valtinson Bruner Financial Planning LLC16,533$396K0.1%N/A2.133%
2/9/2026 Harbour Investments Inc.134,548$3.22M0.1%-22.4%17.361%
2/4/2026 Trek Financial LLC39,825$954K0.1%-14.0%5.139%
1/16/2026 Blue Trust Inc.3,040$73K0.0%N/A0.392%
11/19/2025 Sunbelt Securities Inc.13,741$330K0.0%-15.4%1.773%
11/6/2025 Whipplewood Advisors LLC30,828$741K0.5%+3.6%3.978%
10/30/2025 Outlook Wealth Advisors LLC48,671$1.17M0.3%-2.3%6.280%
10/15/2025 Brookstone Capital Management58,066$1.40M0.0%-6.4%7.492%
8/12/2025 NFP Retirement Inc.21,772$521K0.0%-27.2%2.809%
8/11/2025 Outlook Wealth Advisors LLC49,822$1.19M0.3%-0.9%6.429%
7/31/2025 Whipplewood Advisors LLC29,770$712K0.4%+3.6%3.841%
7/30/2025 Brookstone Capital Management62,005$1.48M0.0%+7.9%8.001%
7/28/2025 Harbour Investments Inc.98,388$2.36M0.1%+58.0%12.695%
7/11/2025 Farther Finance Advisors LLC1,250$30K0.0%N/A0.161%
5/15/2025OLD Mission Capital LLC10,538$249K0.0%N/A1.317%
5/13/2025NFP Retirement Inc.29,922$708K0.1%-6.0%3.740%
5/8/2025Harbour Investments Inc.62,272$1.49M0.0%+15.2%7.784%
5/1/2025CWM LLC19,907$471K0.0%+10.6%2.488%
4/30/2025Allworth Financial LP11,078$260K0.0%-9.0%1.303%
4/30/2025Trek Financial LLC46,287$1.10M0.1%-18.5%5.446%
4/29/2025Brookstone Capital Management57,439$1.36M0.0%-2.0%6.758%
4/14/2025Outlook Wealth Advisors LLC50,282$1.19M0.3%-26.6%5.916%
4/10/2025Whipplewood Advisors LLC28,722$711K0.2%N/A3.379%
2/18/2025Sunbelt Securities Inc.16,244$395K0.0%-20.3%2.031%
2/13/2025NFP Retirement Inc.31,820$761K0.1%N/A3.978%
2/13/2025Trek 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%
1/30/2025Allworth Financial LP12,167$293K0.0%-4.2%1.521%
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1/30/2025Principal Securities Inc.1,475$35K0.0%N/A0.184%
1/14/2025Outlook Wealth Advisors LLC68,532$1.64M0.5%-2.8%8.567%
1/13/2025Brookstone Capital Management58,584$1.40M0.0%-3.0%7.323%
11/18/2024Sunbelt 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%
10/23/2024Outlook Wealth Advisors LLC70,533$1.68M0.5%+231.2%8.817%
10/2/2024Mid 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%
7/18/2024Brookstone Capital Management60,198$1.45M0.0%-1.2%7.525%
7/18/2024Outlook Wealth Advisors LLC21,295$512K0.2%-4.7%2.662%
7/10/2024Mid 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%
4/22/2024Outlook Wealth Advisors LLC22,336$540K0.2%+2.2%0.000%
4/15/2024Sunbelt Securities Inc.21,228$513K0.1%+2.0%0.000%
2/12/2024Steward Partners Investment Advisory LLC11,825$287K0.0%N/A0.000%
2/7/2024Principal Securities Inc.59,503$1.44M0.1%N/A0.000%
1/29/2024Outlook Wealth Advisors LLC21,847$530K0.2%N/A0.000%
1/26/2024Harbor Investment Advisory LLC4,210$102K0.0%N/A0.000%


OCTH Institutional Ownership - Frequently Asked Questions

During the previous two years, 24 institutional investors and hedge funds held shares of Innovator Premium Income 20 Barrier ETF - October. The most heavily invested institutionals were Harbour Investments Inc. ($3.22M), Bullseye Investment Management LLC ($2.62M), Atria Wealth Solutions Inc. ($1.34M), Brookstone Capital Management ($1.09M), Outlook Wealth Advisors LLC ($1.08M), Trek Financial LLC ($954K), and Whipplewood Advisors LLC ($741K).Learn more on Innovator Premium Income 20 Barrier ETF - October's institutional investors.

Of the 19 institutional investors that purchased Innovator Premium Income 20 Barrier ETF - October's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Harbour Investments Inc. ($81.17K), Outlook Wealth Advisors LLC ($49.24K), NFP Retirement Inc. ($31.82K), Whipplewood Advisors LLC ($30.83K), Mid American Wealth Advisory Group Inc. ($25.45K), Valtinson Bruner Financial Planning LLC ($16.53K), and Wolverine Trading LLC ($11.48K).

Institutional investors have bought a total of 82,806 shares in the last 24 months. This purchase volume represents approximately $1.98M in transactions.

The following institutional investors have sold Innovator Premium Income 20 Barrier ETF - October stock in the last 24 months: Harbour Investments Inc. ($38.88K), Brookstone Capital Management ($15.58K), NFP Retirement Inc. ($8.15K), Sunbelt Securities Inc. ($7.52K), Wealthspire Retirement LLC ($6.58K), Trek Financial LLC ($6.46K), and Outlook Wealth Advisors LLC ($5.28K).

Institutional investors have sold a total of 88,451 shares in the last 24 months. This volume of shares sold represents approximately $2.11M in transactions.


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This page (BATS:OCTH) was last updated on 5/26/2026 by MarketBeat.com Staff.
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