Home › DDFO

Who holds DDFO

INNOVATOR ETFS TRUST · 59 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
Valtinson Bruner Financial Planning LLC489.8K$11.0M2.8%
SageView Advisory Group, LLC482.6K$10.9M0.4%
Creative Planning482.6K$10.9M0.0%
Weaver Capital Management LLC471.0K$10.1M2.2%
COMMONWEALTH EQUITY SERVICES, LLC273.4K$6.2M0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP112.1K$2.5M0.0%
Southland Equity Partners LLC84.0K$1.9M0.3%
AE Wealth Management LLC65.3K$1.5M0.0%
Cetera Investment Advisers65.0K$1.5M0.0%
Cambridge Investment Research Advisors, Inc.59.9K$1.3M0.0%
HARBOUR INVESTMENTS, INC.59.8K$1.3M0.0%
Kingsview Wealth Management, LLC54.3K$1.2M0.0%
CENTAURUS FINANCIAL, INC.49.5K$1.1M0.0%
OSAIC HOLDINGS, INC.46.8K$1.1M0.0%
Castle Rock Wealth Management, LLC45.8K$1.0M0.2%
Modern Wealth Management, LLC45.7K$1.0M0.0%
INDEPENDENT FINANCIAL GROUP, LLC40.3K$906,3430.0%
Summit Financial, LLC37.3K$839,3530.0%
World Investment Advisors38.4K$824,0640.0%
Welch Financial Planning, LLC32.7K$735,9190.4%
Farther Finance Advisors, LLC31.8K$715,7050.0%
Cornerstone Wealth Group, LLC30.4K$684,8670.0%
Atria Investments, Inc29.8K$669,8300.0%
WORLD EQUITY GROUP, INC.29.8K$669,8290.1%
IFP Advisors, Inc29.1K$654,5680.0%
Archer Investment Corp26.8K$602,2100.1%
CALTON & ASSOCIATES, INC.24.5K$551,8780.1%
Brookstone Capital Management24.0K$540,9150.0%
OLD MISSION CAPITAL LLC23.8K$534,7920.0%
Financial Solutions Advisory Group, Inc.23.3K$525,3290.1%
DHJJ Financial Advisors, Ltd.23.2K$521,7150.2%
HRT FINANCIAL LP21.0K$472,0000.0%
Keystone Wealth Services, LLC20.6K$464,8090.1%
Grantvest Financial Group LLC20.3K$456,5700.3%
FOUNDATIONS INVESTMENT ADVISORS, LLC19.5K$438,6520.0%
CALIBER WEALTH MANAGEMENT, LLC / KS18.4K$413,1490.0%
KFG WEALTH MANAGEMENT, LLC16.8K$378,3260.0%
Sigma Planning Corp16.7K$374,8370.0%
Allworth Financial LP15.8K$356,6040.0%
CITADEL ADVISORS LLC15.4K$345,8440.0%
Cassady Wealth & Retirement Planning, LLC14.8K$333,2830.2%
KINGSWOOD WEALTH ADVISORS, LLC13.8K$310,1200.0%
NewEdge Advisors, LLC13.4K$301,2960.0%
INTEGRITY ALLIANCE, LLC.13.2K$297,9650.0%
SILVER OAK SECURITIES, INCORPORATED13.0K$292,5170.0%
Pitti Group Wealth Management, LLC11.2K$250,9860.2%
Merit Financial Group, LLC10.8K$242,5230.0%
Koshinski Asset Management, Inc.10.6K$239,6410.0%
Pallas Capital Advisors LLC9.4K$211,3690.0%
Pinnacle Wealth Management Group, Inc.9.3K$209,7930.1%
Capital Investment Advisors, LLC8.9K$200,8250.0%
ROTHSCHILD INVESTMENT LLC7.0K$158,6960.0%
BARCLAYS PLC4.1K$91,5030.0%
Aptus Capital Advisors, LLC3.2K$73,1580.0%
Bullseye Investment Management, LLC1.7K$37,4760.0%
UBS Group AG965$21,7220.0%
Noble Wealth Management PBC675$15,5050.0%
GILPIN WEALTH MANAGEMENT, LLC400$9,0040.0%
EverSource Wealth Advisors, LLC200$4,5020.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings {{ activeFund.holdingsCountLabel }}

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.companyLabel }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter

{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}