DDFM institutional holders

Innovator Equity Dual Directional 15 Buffer ETF - March · 42 reporting institutions · $28.3M reported value

Funds that can replace DDFM · DDFM return decomposition

Institutional holdings

Institutions reporting DDFM, largest first
InstitutionReported positionAdvisors at firmReport period
Osaic Holdings, Inc.$5.9M02026-06-30
Commonwealth Equity Services, LLC$3.1M2,8632026-06-30
Archer Investment Corp$2.3M782026-06-30
Private Client Services, LLC$1.8M662026-06-30
Cape Investment Advisory, Inc.$1.6M352026-06-30
MacRoview Investment Management LLC$1.6M42026-06-30
Rothschild Investment LLC$1.2M182026-06-30
Jane Street Group, LLC$871.2K02026-06-30
Goldenstone Wealth Management LLC$823.6K22026-06-30
Kestra Advisory Services, LLC$775.5K1,4792026-06-30
Cetera Investment Advisers$745.7K10,3702026-06-30
Carrera Capital Advisors$727.2K92026-06-30
World Equity Group, Inc.$637.2K562026-06-30
Citadel Advisors LLC$475.2K02026-06-30
Ars Wealth Advisors Group, LLC$455.6K162026-06-30
Kingsview Wealth Management, LLC$452.1K1152026-06-30
Foundations Investment Advisors, LLC$423K3022026-06-30
Corrado Advisors, LLC$396.2K52026-06-30
Visionary Wealth Advisors$394.6K462026-06-30
Composition Wealth, LLC$387.1K762026-06-30
Welch Financial Planning, LLC$365.9K32026-06-30
Susquehanna International Group, LLP$349.5K02026-06-30
Dhjj Financial Advisors, Ltd.$339.4K72026-06-30
Merit Financial Group, LLC$293.6K2952026-06-30
Occidental Asset Management, LLC$268.5K122026-06-30
Principal Securities, Inc.$247.7K1,4632026-06-30
Cassady Wealth & Retirement Planning, LLC$227.7K52026-06-30
Bright Futures Wealth Management, Llc.$208.7K142026-06-30
Old Mission Capital LLC$205.2K02026-06-30
Barclays PLC$199.5K02026-06-30
Harbour Investments, Inc.$122.2K2472026-06-30
Waverly Advisors, LLC$108.6K2312026-06-30
Stone House Investment Management, LLC$82.7K192026-06-30
Ifp Advisors, Inc$62.4K3182026-06-30
Ima Advisory Services, Inc.$59.2K482026-06-30
Physician Wealth Advisors, Inc.$49.4K92026-06-30
Aptus Capital Advisors, LLC$36.5K212026-06-30
Weaver Capital Management LLC$20.9K32026-06-30
Ae Wealth Management LLC$14.8K4712026-06-30
Gilpin Wealth Management, LLC$10.7K42026-06-30
Centaurus Financial, Inc.$1.6K4312026-06-30
Cambridge Investment Research Advisors, Inc.$7033,9402026-03-31

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2026-03-31 to 2026-06-30