Who owns Innovator Premium Income 20 Barrier ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of OCTH from SEC Form 13F filings across 20 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 20 institutions disclosed 419,722 shares of Innovator Premium Income 20 Barrier ETF worth $10.1M — about 56% of shares outstanding; the largest disclosed holder is SUSQUEHANNA INTERNATIONAL GROUP, LLP. Source: SEC Form 13F filings, parsed by EvidInvest.
20
13F holders
$10.1M
value, 2026 filers
56%
of shares outstanding (419,722 sh)
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of OCTH's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 94,699 | $2.3M | 0.0% | 12.6% | +172.4% |
| 2 | HARBOUR INVESTMENTS, INC. | 91,585 | $2.2M | 0.0% | 12.2% | -35.9% |
| 3 | Outlook Wealth Advisors, LLC | 43,046 | $1.0M | 0.2% | 5.7% | -3.9% |
| 4 | Trek Financial, LLC | 38,574 | $925,583 | 0.0% | 5.1% | 0.0% |
| 5 | Whipplewood Advisors, LLC | 32,539 | $780,773 | 0.5% | 4.3% | +1.6% |
| 6 | MTM FINANCIAL GROUP, LLCNEW | 21,667 | $519,900 | 0.2% | 2.9% | new |
| 7 | Valtinson Bruner Financial Planning LLC | 17,008 | $408,119 | 0.1% | 2.3% | +1.4% |
| 8 | Wealthspire Retirement, LLC | 15,647 | $375,450 | 0.0% | 2.1% | +1.3% |
| 9 | Allworth Financial LP | 11,121 | $266,847 | 0.0% | 1.5% | +1.2% |
| 10 | Foundations Investment Advisors, LLC | 11,040 | $264,905 | 0.0% | 1.5% | -0.1% |
| 11 | OLD MISSION CAPITAL LLC | 10,519 | $252,403 | 0.0% | 1.4% | -65.1% |
| 12 | Soltis Investment Advisors LLCNEW | 10,423 | $250,090 | 0.0% | 1.4% | new |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 10,252 | $246,000 | 0.0% | 1.4% | -6.4% |
| 14 | Steward Partners Investment Advisory, LLC | 4,320 | $103,658 | 0.0% | 0.6% | 0.0% |
| 15 | HARBOR INVESTMENT ADVISORY, LLC | 4,210 | $101,019 | 0.0% | 0.6% | 0.0% |
| 16 | UBS Group AG | 1,235 | $29,634 | 0.0% | 0.2% | +357.4% |
| 17 | CREATIVE FINANCIAL DESIGNS INC /ADV | 800 | $19,196 | 0.0% | 0.1% | 0.0% |
| 18 | Pinnacle Wealth Planning Services, Inc. | 514 | $12,333 | 0.0% | 0.1% | 0.0% |
| 19 | CoreCap Advisors, LLC | 401 | $9,622 | 0.0% | 0.1% | -22.6% |
| 20 | OSAIC HOLDINGS, INC. | 122 | $2,928 | 0.0% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.