| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | 6.1% | $1,174,834 | 48,587 | Brookstone Capital Management, LLC | 31 Dec 2025 |
As of 31 Dec 2025, 21 institutional investors reported holding 398,527 shares of Innovator ETFs Trust - Innovator Premium Income 30 Barrier ETF - October (OCTJ). This represents 50% of the company’s total 800,445 outstanding shares.
The largest institutional shareholders of Innovator ETFs Trust - Innovator Premium Income 30 Barrier ETF - October (OCTJ) together control 50% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| HARBOUR INVESTMENTS, INC. | 16% | 127,864 | -18% | 0.06% | $3,062,982 |
| Outlook Wealth Advisors, LLC | 7.5% | 60,122 | -43% | 0.33% | $1,440,220 |
| Brookstone Capital Management | 6.1% | 48,577 | -18% | 0.01% | $1,163,650 |
| Sunbelt Securities, Inc. | 4.1% | 32,481 | +1414% | 0.05% | $778,082 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3% | 24,302 | -40% | 0% | $582,154 |
| OLD MISSION CAPITAL LLC | 2.7% | 21,459 | -36% | 0.02% | $514,050 |
| CoreCap Advisors, LLC | 2.2% | 17,739 | +18% | 0.01% | $424,938 |
| Trek Financial, LLC | 2% | 15,965 | -4.9% | 0.02% | $382,442 |
| Steward Partners Investment Advisory, LLC | 1.8% | 14,432 | -1.3% | 0% | $345,719 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.6% | 12,628 | +5.3% | 0% | $302,490 |
| World Investment Advisors | 1.3% | 10,420 | 0% | $249,612 | |
| WINNOW WEALTH LLC | 0.89% | 7,143 | 0.13% | $171,432 | |
| Archer Investment Corp | 0.22% | 1,771 | 0% | 0.01% | $42,424 |
| Pinnacle Wealth Planning Services, Inc. | 0.16% | 1,263 | 0% | $30,255 | |
| UBS Group AG | 0.13% | 1,070 | +59% | 0% | $25,632 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 0.1% | 800 | 0% | 0% | $19,164 |
| Farther Finance Advisors, LLC | 0.03% | 209 | 0% | $5,015 | |
| AE Wealth Management LLC | 0.02% | 157 | 0% | $3,761 | |
| DHJJ Financial Advisors, Ltd. | 0.01% | 82 | 0% | 0% | $1,965 |
| IFP Advisors, Inc | 0% | 25 | 0% | 0% | $599 |
| Wealth Watch Advisors, INC | 0% | 18 | 0% | $431 | |
| PRINCIPAL SECURITIES, INC. | 0% | 0 | -100% | $0 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 398,527 | $9,547,017 | -$1,542,529 | $23.96 | 21 |
| 2025 Q3 | 670,768 | $15,994,886 | +$1,628,161 | $23.88 | 18 |
| 2025 Q2 | 602,713 | $14,378,031 | -$64,742 | $23.90 | 16 |
| 2025 Q1 | 605,623 | $14,389,610 | +$409,195 | $23.76 | 18 |
| 2024 Q4 | 588,186 | $14,047,219 | +$337,645 | $23.88 | 17 |
| 2024 Q3 | 573,864 | $13,719,499 | -$1,314,614 | $23.87 | 19 |
| 2024 Q2 | 628,086 | $17,341,548 | -$1,788,881 | $23.97 | 18 |
| 2024 Q1 | 704,486 | $16,942,624 | -$791,688 | $24.05 | 21 |
| 2023 Q4 | 737,408 | $17,784,824 | +$14,280,574 | $24.12 | 15 |