Innov PRM Inc. 15BUFF ETF OctLOCTETF
13F holders, Q1 2025 (March 31)11holders +1
2new positions
1sold out
$23.67avg. 13F price*
At the end of Q1 2025, 11 institutions reported holding Innov PRM Inc. 15BUFF ETF Oct (LOCT) in their 13F filings, up 1 from Q4 2024. 2 opened new positions and 1 sold out. The largest holders were MTM Financial Group, LLC ($6.4M), Schulz Wealth, LTD. ($698K) and KFG Wealth Management, LLC ($696K).
- Company
- Innov PRM Inc. 15BUFF ETF Oct
- Filed as
- INNOVATOR ETFS TRUST (Q1 2025)
- CUSIP
- 45783Y434
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $702K |
| Exits | 1 | $536K |
All 13F filers, Q4 2024 → Q1 2025: 43,768 shares bought and 47,735 shares sold, net −3,967 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| MTM Financial Group, LLC | 3.74% | Reduce -0.1% | 270,273 | $6.4M |
| Schulz Wealth, LTD. | 0.53% | No change | 29,500 | $698K |
| KFG Wealth Management, LLC | 0.13% | New | 29,419 | $696K |
| Cannon Advisors, Inc. | 0.60% | Add +1.9% | 27,568 | $652K |
| Susquehanna International Group, LLP | 0.00% | Add +131.0% | 23,911 | $566K |
| Cetera Investment Advisers | 0.00% | Reduce -56.5% | 14,190 | $336K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 11,037 | $261K |
| Barclays PLC | 0.00% | No change | 2,193 | $52K |
| Principal Securities, Inc. | 0.00% | No change | 2,100 | $50K |
| CoreCap Advisors, LLC | 0.00% | Reduce -94.0% | 425 | $10K |
| Osaic Holdings, Inc. | 0.00% | New | 261 | $6K |
"% of holder's portfolio" is LOCT's weight in each manager's 13F, not the share of Innov PRM Inc. 15BUFF ETF Oct the manager owns.