17 institutions reported holding $5.0M of INNOVATOR ETFS TRUST (LOCT) in SEC 13F filings for 2026-06-30. Largest institutional holders: MTM FINANCIAL GROUP, LLC ($1.5M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.3M), Cetera Investment Advisers ($588,761), Summit Financial, LLC ($473,743), KFG WEALTH MANAGEMENT, LLC ($324,592). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MTM FINANCIAL GROUP, LLC | $1.5M | 63,534 | Trimmed |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 53,418 | New |
| 3 | Cetera Investment Advisers | $588,761 | 24,655 | Trimmed |
| 4 | Summit Financial, LLC | $473,743 | 19,753 | New |
| 5 | KFG WEALTH MANAGEMENT, LLC | $324,592 | 13,593 | Added |
| 6 | OLD MISSION CAPITAL LLC | $270,369 | 11,322 | Trimmed |
| 7 | World Investment Advisors | $207,283 | 8,798 | Hold |
| 8 | Steward Partners Investment Advisory, LLC | $164,032 | 6,869 | Hold |
| 9 | Farther Finance Advisors, LLC | $67,174 | 2,813 | Trimmed |
| 10 | RED REEF ADVISORS LLC | $50,172 | 2,101 | Hold |
| 11 | CoreCap Advisors, LLC | $10,113 | 423 | Added |
| 12 | UBS Group AG | $8,549 | 358 | Added |
| 13 | IFP Advisors, Inc | $6,925 | 290 | Hold |
| 14 | BARCLAYS PLC | $2,484 | 104 | New |
| 15 | CreativeOne Wealth, LLC | $0 | 0 | Exited |
| 16 | Arista Wealth Management, LLC | $0 | 0 | Exited |
| 17 | Cannon Advisors, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30