Who owns DDFO?
Innovator Equity Dual Directional 15 Buffer ETF - Oct · Innovator
59 institutions reported holding DDFO, worth $83.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DDFO
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Valtinson Bruner Financial Planning LLC | New Brighton, MN | $11.0M | 489,751 | −1,821 shares |
| SageView Advisory Group, LLC | Newport Beach, CA | $10.9M | 482,639 | New position |
| Creative Planning | Overland Park, KS | $10.9M | 482,639 | −19,266 shares |
| Weaver Capital Management LLC | Suwanee, GA | $10.1M | 471,002 | No change |
| Commonwealth Equity Services, LLC | Waltham, MA | $6.2M | 273,383 | −45,117 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $2.7M | 119,830 | +46,743 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $2.5M | 112,082 | +101,310 shares |
| Southland Equity Partners LLC | Wildwood, MO | $1.9M | 83,962 | No change |
| AE Wealth Management LLC | Topeka, KS | $1.5M | 65,308 | +54,612 shares |
| Cetera Investment Advisers | Schaumburg, IL | $1.5M | 65,040 | −1,300 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DDFO?
59 institutional managers reported holding DDFO in Form 13F filings for June 30, 2026, worth $83.9M in total. The largest reported position was held by Valtinson Bruner Financial Planning LLC, at $11.0M.
Did institutions buy or sell DDFO last quarter?
Reported 13F value rose 24.7% from March 31, 2026, which includes price moves as well as buying and selling. 8 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DDFO ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.