DDTO Institutional Ownership & Shareholders
INNOVATOR EDD 10 BUFF OCT (DDTO) is currently held by 21 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $10.73M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
B. Riley Wealth Advisors, Inc. is currently the largest disclosed institutional shareholder of DDTO tracked by InsiderSet, reporting ownership valued at approximately $2.87M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.86M, representing an estimated loss of -0.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 91% of the total disclosed DDTO value among the investors covered in this analysis. Major shareholders include B. Riley Wealth Advisors, Inc., Southland Equity Partners Llc, Pitti Group Wealth Management, Llc, and several other long-term asset managers with concentrated positions in INNOVATOR EDD 10 BUFF OCT (DDTO).
This page ranks the largest institutional DDTO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
21
Total Reported Value
$10.73M
Largest Holder
B. Riley Wealth Advisors, Inc.
Largest Position
$2.87M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
29
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| B. Riley Wealth Advisors, Inc. | 0.11% | 121,133 | $2,869,641 | $2,863,584 | -$6,057 | -0.21% | |
| Southland Equity Partners Llc | 0.41% | 99,811 | $2,364,523 | $2,359,532 | -$4,991 | -0.21% | |
| Pitti Group Wealth Management, Llc | 0.89% | 53,033 | $1,216,577 | $1,253,700 | +$37,123 | +3.05% | |
| Commonwealth Equity Services, Llc | 0.00% | 33,582 | $795,560 | $793,878 | -$1,682 | -0.21% | |
| Cra Financial Services, Llc | 0.07% | 28,374 | $672,180 | $670,761 | -$1,419 | -0.21% | |
| Susquehanna International Group, Llp | 0.00% | 23,729 | $544,344 | $560,954 | +$16,610 | +3.05% | |
| Old Mission Capital Llc | 0.01% | 21,337 | $489,470 | $504,407 | +$14,937 | +3.05% | |
| Dynamic Advisor Solutions Llc | 0.01% | 13,955 | $330,594 | $329,896 | -$698 | -0.21% | |
| Blue Sky Capital Consultants Group, Inc. | 0.11% | 11,033 | $261,372 | $260,820 | -$552 | -0.21% | |
| Independent Financial Group, Llc | 0.00% | 9,500 | $225,055 | $224,580 | -$475 | -0.21% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 9,603 | $220,293 | $227,015 | +$6,722 | +3.05% | |
| Concurrent Investment Advisors, Llc | 0.00% | 8,816 | $208,861 | $208,410 | -$451 | -0.22% | |
| Physician Wealth Advisors, Inc. | 0.02% | 5,723 | $135,579 | $135,292 | -$287 | -0.21% | |
| Ifp Advisors, Inc | 0.00% | 4,678 | $110,822 | $110,588 | -$234 | -0.21% | |
| Woodard & Co Asset Management Group Inc | 0.02% | 4,700 | $107,818 | $111,108 | +$3,290 | +3.05% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 2,589 | $59,392 | $61,204 | +$1,812 | +3.05% | |
| Jpmorgan Chase & Co | 0.00% | 1,733 | $39,582 | $40,968 | +$1,386 | +3.50% | |
| Ubs Group Ag | 0.00% | 1,566 | $35,924 | $37,020 | +$1,096 | +3.05% | |
| Osaic Holdings, Inc. | 0.00% | 1,300 | $29,821 | $30,732 | +$911 | +3.05% | |
| Barclays Plc | 0.00% | 566 | $12,984 | $13,380 | +$396 | +3.05% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 20 | $474 | $473 | -$1 | -0.25% |
Frequently asked questions about DDTO
Who are the largest institutional holders of DDTO?
The largest institutional holders of DDTO reported in the latest SEC Form 13F filings include B. Riley Wealth Advisors, Inc., Southland Equity Partners Llc, Pitti Group Wealth Management, Llc, Commonwealth Equity Services, Llc, and Cra Financial Services, Llc. InsiderSet ranks institutional holders by their latest reported DDTO position.
What is DDTO institutional ownership?
This page tracks DDTO positions reported by institutional investment managers through SEC Form 13F. INNOVATOR EDD 10 BUFF OCT (DDTO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DDTO?
InsiderSet currently tracks 21 institutional managers reporting DDTO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DDTO shareholders.
How much DDTO stock do institutions own?
Institutional investment managers disclosed approximately $10.73M in DDTO holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DDTO institutional ownership last updated?
The latest DDTO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DDTO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DDTO position after the reporting date.
Are institutions buying or selling DDTO?
Institutional buying and selling can be analyzed by comparing DDTO positions across consecutive 13F reporting periods. InsiderSet's DDTO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DDTO ownership changes.
How has DDTO institutional ownership changed over time?
InsiderSet tracks DDTO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.