Who owns LOCT?
Innovator Premium Income 15 Buffer ETF - October · Innovator
14 institutions reported holding LOCT, worth $5.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of LOCT
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| MTM Financial Group, LLC | Bethlehem, PA | $1.5M | 63,534 | New position |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.3M | 53,418 | New position |
| Cetera Investment Advisers | Schaumburg, IL | $589K | 24,655 | −1,342 shares |
| Summit Financial, LLC | Parsippany, NJ | $474K | 19,753 | New position |
| KFG Wealth Management, LLC | Granger, IN | $325K | 13,593 | +831 shares |
| Old Mission Capital LLC | Chicago, IL | $270K | 11,322 | −19,005 shares |
| World Investment Advisors | Lincroft, NJ | $207K | 8,798 | No change |
| Steward Partners Investment Advisory, LLC | Stamford, CT | $164K | 6,869 | No change |
| Farther Finance Advisors, LLC | San Francisco, CA | $67K | 2,813 | −1,148 shares |
| Red REEF Advisors LLC | Boca Raton, FL | $50K | 2,101 | No change |
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 LOCT?
14 institutional managers reported holding LOCT in Form 13F filings for June 30, 2026, worth $5.0M in total. The largest reported position was held by MTM Financial Group, LLC, at $1.5M.
Did institutions buy or sell LOCT last quarter?
Reported 13F value rose 35.3% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 3 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 LOCT 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.