ETF Holders

Who owns DDTN?

Buffer or defined outcome

Innovator Equity Dual Directional 10 Buffer ETF - Nov · Innovator

23 institutions reported holding DDTN, worth $31.6M, in Form 13F filings for June 30, 2026.

13F holders
23
Institutional value
$31.6M
Change from prior quarter
+15.0%
+$4.1M, with price moves
New and sold-out firms
3 / 0
6 added, 6 trimmed

Top 10 institutional holders of DDTN

FirmLocationValueSharesChange
Goldenstone Wealth Management LLCEl Dorado Hills, CA$15.0M735,350−25,355 shares
Wealth Enhancement Advisory Services, LLCPlymouth, MN$6.9M337,885+6,739 shares
Susquehanna International Group, LLPBala Cynwyd, PA$2.3M113,381+88,699 shares
AE Wealth Management LLCTopeka, KS$1.7M81,436+68,435 shares
Southland Equity Partners LLCWildwood, MO$1.2M59,271No change
Commonwealth Equity Services, LLCWaltham, MA$1.2M57,765−399 shares
Old Mission Capital LLCChicago, IL$438K21,462New position
JPMorgan Chase & CoNew York, NY$404K19,900New position
Occidental Asset Management, LLCBurlingame, CA$320K15,700+1,250 shares
IFP Advisors, IncTampa, FL$313K15,345No change
13 more firms

The full list comes with the Advisors and Institutions package.

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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 DDTN?

23 institutional managers reported holding DDTN in Form 13F filings for June 30, 2026, worth $31.6M in total. The largest reported position was held by Goldenstone Wealth Management LLC, at $15.0M.

Did institutions buy or sell DDTN last quarter?

Reported 13F value rose 15.0% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 0 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 DDTN 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.