Who Owns LOCT?
Innovator Premium Income 15 Buffer ETF — Institutional Ownership & 13F Holdings
$23.92
-0.01 (-0.06%)
Market Cap
$13.7M
Shares Outstanding
566,740
Institutional Holders
10
Total Inst. Value
$3.3M
% of Float Held
—
QoQ Holder Change
+6
Institutional data as of Q1 2025
New Positions
2
Closed Positions
2
Increased
2
Decreased
2
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Schulz Wealth, LTD. | $698K | 29,500 |
| 2 | KFG WEALTH MANAGEMENT, LLCNew | $696K | 29,419 |
| 3 | Cannon Advisors, Inc. | $652K | 27,568 |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $566K | 23,911 |
| 5 | Cetera Investment Advisers | $336K | 14,190 |
| 6 | Steward Partners Investment Advisory, LLC | $261K | 11,037 |
| 7 | BARCLAYS PLC | $52K | 2,193 |
| 8 | PRINCIPAL SECURITIES, INC. | $49K | 2,100 |
| 9 | CoreCap Advisors, LLC | $10K | 425 |
| 10 | OSAIC HOLDINGS, INC.New | $6K | 261 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| KFG WEALTH MANAGEMENT, LLCNew | +29K | $696K |
| Cannon Advisors, Inc. | +528 | $652K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +14K | $566K |
| OSAIC HOLDINGS, INC.New | +261 | $6K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Cetera Investment Advisers | -18K | $336K |
| CoreCap Advisors, LLC | -7K | $10K |
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Frequently Asked Questions
How many institutional investors hold LOCT?
As of Q1 2025, 10 institutional investors report holding LOCT (Innovator Premium Income 15 Buffer ETF) in their 13F filings.
Which hedge fund owns the most LOCT?
The largest institutional holder of LOCT is Schulz Wealth, LTD. with $698K in shares.
Are institutions buying or selling LOCT?
This quarter, 2 institutions opened new positions in LOCT and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.