Who owns OCTJ?
Innovator Premium Income 30 Barrier ETF - October · Innovator
18 institutions reported holding OCTJ, worth $9.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of OCTJ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Harbour Investments, Inc. | Madison, WI | $2.1M | 88,102 | −48,651 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.7M | 72,359 | +30,783 shares |
| Outlook Wealth Advisors, LLC | Shenandoah, TX | $1.3M | 54,329 | −5,133 shares |
| Old Mission Capital LLC | Chicago, IL | $1.0M | 43,102 | New position |
| VIMA LLC | Troy, MI | $807K | 33,738 | New position |
| MTM Financial Group, LLC | Bethlehem, PA | $520K | 21,735 | New position |
| CoreCap Advisors, LLC | Southfield, MI | $408K | 17,083 | −885 shares |
| Trek Financial, LLC | Scottsdale, AZ | $382K | 15,965 | No change |
| Steward Partners Investment Advisory, LLC | Stamford, CT | $297K | 12,402 | −1,850 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $279K | 11,681 | −1,078 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 OCTJ?
18 institutional managers reported holding OCTJ in Form 13F filings for June 30, 2026, worth $9.3M in total. The largest reported position was held by Harbour Investments, Inc., at $2.1M.
Did institutions buy or sell OCTJ last quarter?
Reported 13F value rose 5.6% from March 31, 2026, which includes price moves as well as buying and selling. 3 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 OCTJ 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.