Who Owns Innovator Premium Income 20 Barrier ETF (OCTH)?Hedge Fund & Institutional Holders

$23.91-0.09 (-0.37%)Financial ServicesBATS

Institutional Holders

26

as of Q4 2025

Total Institutional Value

$2.4760001077000954e+89T

% of Float Held

—

QoQ Change in Holders

+14 / -1

Price History

$21.99$22.58$23.18$23.77$24.36Sep 24Jun 25Mar 26

OCTH — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Bullseye Investment Management, LLCNew Position+105K+$2.5B
Outlook Wealth Advisors, LLCNew Position+45K+$1.1B
Trek Financial, LLCNew Position+40K+$953.0M
Whipplewood Advisors, LLCNew Position+32K+$757.0M
Valtinson Bruner Financial Planning LLCNew Position+17K+$395.0M
WINNOW WEALTH LLCNew Position+5K+$128.0M
Blue Trust, Inc.New Position+3K+$72.0M
CoreCap Advisors, LLCNew Position+518+$12.0M
Sunbelt Securities, Inc.Increased+422+$8.5M
HARBOR INVESTMENT ADVISORY, LLCNew Position+4K+$100K
SUSQUEHANNA INTERNATIONAL GROUP, LLPNew Position+13K+$0
UBS Group AGNew Position+35+$0
OSAIC HOLDINGS, INC.New Position+122+$0
AE Wealth Management LLCNew Position+94+$0
Pinnacle Wealth Planning Services, Inc.New Position+633+$0

OCTH — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
HARBOUR INVESTMENTS, INC.Decreased-39K-$4.2B
Wealthspire Retirement, LLCDecreased-2K-$45.0M
PRINCIPAL SECURITIES, INC.Closed Position-1K-$35K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Bullseye Investment Management, LLC104,691$2.5B1.51%Share
2Outlook Wealth Advisors, LLC45,002$1.1B0.24%Share
3Trek Financial, LLC39,825$953.0M0.06%Share
4Whipplewood Advisors, LLC31,643$757.0M0.49%Share
5Wealthspire Retirement, LLC19,900$476.0M0.03%Share
6Valtinson Bruner Financial Planning LLC16,533$395.0M0.11%Share
7OLD MISSION CAPITAL LLC14,339$343.0M0.01%Share
8Sunbelt Securities, Inc.14,163$339.0M0.02%Share
9WINNOW WEALTH LLC5,348$128.0M0.09%Share
10Blue Trust, Inc.3,040$72.0M0.00%Share
11CREATIVE FINANCIAL DESIGNS INC /ADV800$19.0M0.00%Share
12CoreCap Advisors, LLC518$12.0M0.00%Share
13Farther Finance Advisors, LLC500$11.0M0.00%Share
14HARBOUR INVESTMENTS, INC.134,548$3.2M0.07%Share
15Brookstone Capital Management58,199$1.4M0.02%Share
16Allworth Financial LP10,866$260K0.00%Share
17HARBOR INVESTMENT ADVISORY, LLC4,210$100K0.01%Share
18COMMONWEALTH EQUITY SERVICES, LLC10,798$00.00%Share
19OSAIC HOLDINGS, INC.122$00.00%Share
20Wealth Watch Advisors, INC28$00.00%Share
21Pinnacle Wealth Planning Services, Inc.633$00.00%Share
22AE Wealth Management LLC94$00.00%Share
23FOUNDATIONS INVESTMENT ADVISORS, LLC10,803$00.00%Share
24Steward Partners Investment Advisory, LLC4,210$00.00%Share
25SUSQUEHANNA INTERNATIONAL GROUP, LLP12,743$00.00%Share
26UBS Group AG35$00.00%Share

OCTH Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202526$7.1B+16
Q3 202510$7.2B-10
Q2 202520$11.6B+0
Q1 202520$11.6B+2
Q4 202418$42.3B+2
Q3 202416$1.7T+3
Q2 202413$4.0T+2
Q1 202411$459.5T—

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As of Q4 2025, 26 institutional investors hold OCTH (Innovator Premium Income 20 Barrier ETF). The largest holder is Bullseye Investment Management, LLC with $2.5B in shares. This quarter, 14 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own OCTH?

As of Q4 2025, 26 institutional investors report holding OCTH (Innovator Premium Income 20 Barrier ETF) in their 13F filings.

Who is the largest institutional holder of OCTH?

The largest institutional holder of OCTH is Bullseye Investment Management, LLC with $2.5B in shares.

Is institutional ownership of OCTH increasing or decreasing?

This quarter, 14 institutions opened new positions in OCTH and 1 closed their positions.