DDFO institutional holders

Innovator Equity Dual Directional 15 Buffer ETF - October · 59 reporting institutions · $79.6M reported value

Funds that can replace DDFO · DDFO return decomposition

Institutional holdings

Institutions reporting DDFO, largest first
InstitutionReported positionAdvisors at firmReport period
Valtinson Bruner Financial Planning LLC$11M72026-06-30
Sageview Advisory Group, LLC$10.9M942026-06-30
Creative Planning$10.9M1,1712026-06-30
Weaver Capital Management LLC$10.1M32026-06-30
Commonwealth Equity Services, LLC$6.2M2,8632026-06-30
Susquehanna International Group, LLP$2.5M02026-06-30
Southland Equity Partners, Llc.$1.9M252026-06-30
Ae Wealth Management LLC$1.5M4712026-06-30
Cetera Investment Advisers$1.5M10,3702026-06-30
Harbour Investments, Inc.$1.3M2472026-06-30
Kingsview Wealth Management, LLC$1.2M1152026-06-30
Archer Investment Corp$1.2M782026-06-30
Osaic Holdings, Inc.$1.1M02026-06-30
Castle Rock Wealth Management, LLC$1M72026-06-30
Modern Wealth Management, LLC$1M1612026-06-30
Independent Financial Group, LLC$906.3K4812026-06-30
Summit Financial, LLC$839.4K2292026-06-30
World Investment Advisors$824.1K3592026-06-30
Welch Financial Planning, LLC$735.9K32026-06-30
Farther Finance Advisors, LLC$715.7K3342026-06-30
Cornerstone Wealth Group, LLC$684.9K302026-06-30
Atria Investments, Inc$669.8K62026-06-30
World Equity Group, Inc.$669.8K562026-06-30
Ifp Advisors, Inc$654.6K3182026-06-30
Calton & Associates, Inc.$551.9K1402026-06-30
Brookstone Capital Management$540.9K3372026-06-30
Old Mission Capital LLC$534.8K02026-06-30
Financial Solutions Advisory Group$525.3K82026-06-30
Dhjj Financial Advisors, Ltd.$521.7K72026-06-30
Hightower Advisors, LLC$519.8K1,0462026-06-30
Keystone Wealth Services, LLC$464.8K122026-06-30
Grantvest Financial Group LLC$456.6K52026-06-30
Foundations Investment Advisors, LLC$438.7K3022026-06-30
Caliber Wealth Management, LLC / Ks$413.1K142026-06-30
Kfg Wealth Management, LLC$378.3K492026-06-30
Sigma Planning Corp$374.8K4742026-06-30
Allworth Financial, LP$356.6K3172026-06-30
Citadel Advisors LLC$345.8K02026-06-30
Cassady Wealth & Retirement Planning, LLC$333.3K52026-06-30
Kingswood Wealth Advisors, LLC$310.1K1232026-06-30
Newedge Advisors$301.3K6012026-06-30
Integrity Alliance, Llc.$298K3532026-06-30
Silver Oak Securities, Incorporated$292.5K1172026-06-30
The Pitti Group Wealth Management, LLC$251K42026-06-30
Merit Financial Group, LLC$242.5K2952026-06-30
Koshinski Asset Management, Inc.$239.6K692026-06-30
Pallas Capital Advisors, LLC$211.4K272026-06-30
Pinnacle Wealth Management Group, Inc.$209.8K32026-06-30
Capital Investment Advisors, LLC$200.8K592026-06-30
Rothschild Investment LLC$158.7K182026-06-30
Barclays PLC$91.5K02026-06-30
Aptus Capital Advisors, LLC$73.2K212026-06-30
UBS Group AG$21.7K02026-06-30
Noble Wealth Management Pbc.$15.2K42026-06-30
Gilpin Wealth Management, LLC$9K42026-06-30
Eversource Wealth Advisors, LLC$4.5K772026-06-30
Cambridge Investment Research Advisors, Inc.$1.6K3,9402026-03-31
Centaurus Financial, Inc.$1.1K4312026-06-30
Hrt Financial LP$47202026-06-30

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