Invtr Eq DD 10 Buf ETF NovDDTNETF
13F holders, Q1 2026 (March 31)20holders
4new positions
4sold out
$18.75avg. 13F price*
At the end of Q1 2026, 20 institutions reported holding Invtr Eq DD 10 Buf ETF Nov (DDTN) in their 13F filings, unchanged from Q4 2025. 4 opened new positions and 4 sold out. The largest holders were Goldenstone Wealth Management LLC ($14.2M), Wealth Enhancement Advisory Services, LLC ($6.2M) and Envestnet Asset Management Inc. ($1.1M).
- Company
- Invtr Eq DD 10 Buf ETF Nov
- Filed as
- INNOVATOR ETFS TRUST (Q1 2026)
- CUSIP
- 45784N460
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.1M |
| Exits | 4 | $757K |
All 13F filers, Q4 2025 → Q1 2026: 62,373 shares bought and 277,572 shares sold, net −215,199 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Goldenstone Wealth Management LLC | 10.36% | Reduce -1.6% | 760,705 | $14.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -39.5% | 331,146 | $6.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.5% | 61,152 | $1.1M |
| Truist Financial Corp. | 0.00% | Reduce -0.5% | 61,152 | $1.1M |
| Southland Equity Partners LLC | 0.22% | Reduce -2.9% | 59,271 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.0% | 58,164 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 24,682 | $462K |
| Brookstone Capital Management | 0.00% | Add +9.6% | 22,225 | $416K |
| IFP Advisors, Inc | 0.01% | No change | 15,345 | $287K |
| Independent Financial Group, LLC | 0.01% | No change | 15,195 | $285K |
| Occidental Asset Management, LLC | 0.03% | New | 14,450 | $271K |
| AE Wealth Management LLC | 0.00% | New | 13,001 | $243K |
| Merit Financial Group, LLC | 0.00% | No change | 10,250 | $192K |
| Osaic Holdings, Inc. | 0.00% | New | 8,100 | $152K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | No change | 4,600 | $86K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,185 | $60K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 2,525 | $47K |
| Archer Investment Corp | 0.01% | No change | 1,576 | $30K |
| Harbour Investments, Inc. | 0.00% | Reduce -91.7% | 639 | $12K |
| UBS Group AG | 0.00% | Add +80.8% | 425 | $8K |
"% of holder's portfolio" is DDTN's weight in each manager's 13F, not the share of Invtr Eq DD 10 Buf ETF Nov the manager owns.