ETF Holders

Who owns OCTH?

Buffer or defined outcome

Innovator Premium Income 20 Barrier ETF - October · Innovator

20 institutions reported holding OCTH, worth $10.1M, in Form 13F filings for June 30, 2026.

13F holders
20
Institutional value
$10.1M
Change from prior quarter
-3.7%
−$392K, with price moves
New and sold-out firms
2 / 1
6 added, 6 trimmed

Top 10 institutional holders of OCTH

FirmLocationValueSharesChange
Susquehanna International Group, LLPBala Cynwyd, PA$2.3M94,699+59,928 shares
Harbour Investments, Inc.Madison, WI$2.2M91,585−51,209 shares
Outlook Wealth Advisors, LLCShenandoah, TX$1.0M43,046−1,741 shares
Trek Financial, LLCScottsdale, AZ$926K38,574No change
Whipplewood Advisors, LLCLittleton, CO$781K32,539+505 shares
MTM Financial Group, LLCBethlehem, PA$520K21,667New position
Valtinson Bruner Financial Planning LLCNew Brighton, MN$408K17,008+241 shares
Wealthspire Retirement, LLCAliso Viejo, CA$375K15,647+207 shares
Allworth Financial LPFolsom, CA$267K11,121+129 shares
Foundations Investment Advisors, LLCPhoenix, AZ$265K11,040−14 shares
10 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 OCTH?

20 institutional managers reported holding OCTH in Form 13F filings for June 30, 2026, worth $10.1M in total. The largest reported position was held by Susquehanna International Group, LLP, at $2.3M.

Did institutions buy or sell OCTH last quarter?

Reported 13F value fell 3.7% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 1 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 OCTH 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.