LOUP Institutional Ownership & Shareholders

INNOVATOR DEEPWATER FRONTIER (LOUP) is currently held by 61 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $121.89M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Royal Bank Of Canada is currently the largest disclosed institutional shareholder of LOUP tracked by InsiderSet, reporting ownership valued at approximately $25.79M in its June 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 $19.46M, representing an estimated loss of -24.51% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed LOUP value among the investors covered in this analysis. Major shareholders include Royal Bank Of Canada, Gradient Investments Llc, Tradition Wealth Management, Llc, and several other long-term asset managers with concentrated positions in INNOVATOR DEEPWATER FRONTIER (LOUP).

This page ranks the largest institutional LOUP 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

61

Total Reported Value

$121.89M

Largest Holder

Royal Bank Of Canada

Largest Position

$25.79M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

74

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Royal Bank Of Canada0.00%261,623$25,786,000$19,464,751-$6,321,249-24.51%
Gradient Investments Llc0.27%211,052$18,743,494$15,702,269-$3,041,225-16.23%
Tradition Wealth Management, Llc1.14%189,004$18,628,234$14,061,898-$4,566,336-24.51%
Lpl Financial Llc0.00%165,248$16,286,843$12,294,451-$3,992,392-24.51%
Elmwood Wealth Management, Inc.2.48%116,436$10,340,682$8,662,838-$1,677,844-16.23%
Epiq Partners, Llc3.56%92,953$8,255,156$6,915,703-$1,339,453-16.23%
Gts Securities Llc0.11%53,693$5,291,982$3,994,759-$1,297,223-24.51%
Mattson Financial Services, Llc0.72%38,341$3,441,105$2,852,570-$588,535-17.10%
Mission Wealth Management, Lp0.03%18,052$1,603,219$1,343,069-$260,150-16.23%
Commonwealth Equity Services, Llc0.00%14,423$1,421,530$1,073,071-$348,459-24.51%
46 Peaks Llc0.89%14,347$1,414,040$1,067,417-$346,623-24.51%
Susquehanna International Group, Llp0.00%12,708$1,252,500$945,475-$307,025-24.51%
Stifel Financial Corp0.00%8,827$869,988$656,729-$213,259-24.51%
Hb Wealth Management, Llc0.00%9,000$799,290$669,600-$129,690-16.23%
Jane Street Group, Llc0.00%7,477$736,933$556,289-$180,644-24.51%
Mariner, Llc0.00%7,114$701,156$529,282-$171,874-24.51%
Osaic Holdings, Inc.0.00%7,084$698,185$527,050-$171,135-24.51%
Captrust Financial Advisors0.00%5,051$497,827$375,794-$122,033-24.51%
Snowden Capital Advisors Llc0.01%4,505$444,013$335,172-$108,841-24.51%
Paladin Wealth, Llc0.23%4,841$429,905$360,170-$69,735-16.22%
Cypress Capital, Llc0.11%4,542$403,375$337,925-$65,450-16.23%
Dorsey & Whitney Trust Co Llc0.02%4,000$394,240$297,600-$96,640-24.51%
Belvedere Trading Llc0.03%3,978$392,072$295,963-$96,109-24.51%
Authentikos Wealth Advisory, Llc0.24%3,799$374,429$282,646-$91,783-24.51%
Sigma Planning Corp0.01%3,850$341,919$286,440-$55,479-16.23%
Raymond James Financial Inc0.00%3,456$340,623$257,126-$83,497-24.51%
Integrity Alliance, Llc.0.01%3,400$301,954$252,960-$48,994-16.23%
Fas Wealth Partners, Inc.0.02%3,041$299,721$226,250-$73,471-24.51%
Fifth Third Bancorp0.00%3,000$295,680$223,200-$72,480-24.51%
Triumph Capital Management0.05%3,245$288,154$241,428-$46,726-16.22%
Brown Financial Advisors0.10%2,895$285,331$215,388-$69,943-24.51%
Federation Des Caisses Desjardins Du Quebec0.00%1,701$167,648$126,554-$41,094-24.51%
Morgan Stanley0.00%1,607$158,386$119,561-$38,825-24.51%
Capital Investment Advisory Services, Llc0.01%1,488$132,149$110,707-$21,442-16.23%
Creative Financial Designs Inc0.01%1,100$108,416$81,840-$26,576-24.51%
Ubs Group Ag0.00%879$86,634$65,398-$21,236-24.51%
Arax Advisory Partners0.00%696$68,598$51,782-$16,816-24.51%
Rockefeller Capital Management L.P.0.00%533$52,532$39,655-$12,877-24.51%
Asset Dedication, Llc0.00%436$42,973$32,438-$10,535-24.51%
Marshall & Sterling Wealth Advisors Inc.0.02%423$37,567$31,471-$6,096-16.23%
Aventus Investment Advisors, Inc.0.02%381$33,837$28,346-$5,491-16.23%
Cwm, Llc0.00%410$28,226$30,504+$2,278+8.07%
Evolution Wealth Management Inc.0.02%315$27,975$23,436-$4,539-16.23%
Simplex Trading, Llc0.00%218$21,486$16,219-$5,267-24.51%
Ancora Advisors Llc0.00%179$17,642$13,318-$4,324-24.51%
Harbour Investments, Inc.0.00%137$13,503$10,193-$3,310-24.51%
Blue Bell Private Wealth Management, Llc0.00%131$11,634$9,746-$1,888-16.22%
Ritter Daniher Financial Advisory Llc / De0.00%95$9,364$7,068-$2,296-24.52%
Spire Wealth Management0.00%100$8,881$7,440-$1,441-16.23%
Mcguire Capital Advisors Inc0.00%89$8,772$6,622-$2,150-24.51%
Showing 50 of 61

Frequently asked questions about LOUP

  • Who are the largest institutional holders of LOUP?

    The largest institutional holders of LOUP reported in the latest SEC Form 13F filings include Royal Bank Of Canada, Gradient Investments Llc, Tradition Wealth Management, Llc, Lpl Financial Llc, and Elmwood Wealth Management, Inc.. InsiderSet ranks institutional holders by their latest reported LOUP position.

  • What is LOUP institutional ownership?

    This page tracks LOUP positions reported by institutional investment managers through SEC Form 13F. INNOVATOR DEEPWATER FRONTIER (LOUP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own LOUP?

    InsiderSet currently tracks 61 institutional managers reporting LOUP 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 LOUP shareholders.

  • How much LOUP stock do institutions own?

    Institutional investment managers disclosed approximately $121.89M in LOUP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was LOUP institutional ownership last updated?

    The latest LOUP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 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 LOUP 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 LOUP position after the reporting date.

  • Are institutions buying or selling LOUP?

    Institutional buying and selling can be analyzed by comparing LOUP positions across consecutive 13F reporting periods. InsiderSet's LOUP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LOUP ownership changes.

  • How has LOUP institutional ownership changed over time?

    InsiderSet tracks LOUP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.