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

$24.11 +0.03 (+0.12%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$2.42M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.93M
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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
4/17/2026 Brookstone Capital Management46,561$1.09M0.0%-20.0%6.008%
2/20/2026Sunbelt Securities Inc.14,163$339K0.0%+3.1%1.827%
2/18/2026Wealthspire 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%
2/11/2026Winnow Wealth LLC5,348$128K0.1%N/A0.690%
2/10/2026Foundations Investment Advisors LLC10,803$259K0.0%N/A1.394%
2/9/2026Valtinson Bruner Financial Planning LLC16,533$396K0.1%N/A2.133%
2/9/2026Harbour Investments Inc.134,548$3.22M0.1%-22.4%17.361%
2/4/2026Trek Financial LLC39,825$954K0.1%-14.0%5.139%
1/16/2026 Blue Trust Inc.3,040$73K0.0%N/A0.392%
11/19/2025Sunbelt 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%
8/12/2025NFP 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%
7/28/2025Harbour 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%
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

Who are the largest shareholders of OCTH shares?

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.

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

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).

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

Institutional investors have bought a total of 101,582 shares in the last 24 months. This purchase volume represents approximately $2.42M in transactions.

Which of Innovator Premium Income 20 Barrier ETF - October's 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: Harbour Investments Inc. ($38.88K), Brookstone Capital Management ($15.58K), NFP Retirement Inc. ($10.05K), Trek Financial LLC ($6.46K), Outlook Wealth Advisors LLC ($5.28K), Sunbelt Securities Inc. ($2.50K), and Wealthspire Retirement LLC ($2.12K).

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

Institutional investors have sold a total of 80,871 shares in the last 24 months. This volume of shares sold represents approximately $1.93M in transactions.


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