Innovator Deepwater FrontierLOUPETF
13F holders, Q4 2024 (December 31)28holders +4
7new positions
5sold out
$53.35avg. 13F price*
At the end of Q4 2024, 28 institutions reported holding Innovator Deepwater Frontier (LOUP) in their 13F filings, up 4 from Q3 2024. 7 opened new positions and 5 sold out. The largest holders were Tradition Wealth Management, LLC ($10.3M), Royal Bank of Canada ($10.1M) and Epiq Partners, LLC ($4.3M).
- Company
- Innovator Deepwater Frontier
- CUSIP
- 45782C862
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $672K |
| Exits | 5 | $1.7M |
All 13F filers, Q3 2024 → Q4 2024: 60,169 shares bought and 77,394 shares sold, net −17,225 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 28 holders
| Tradition Wealth Management, LLC | 0.91% | Add +1.4% | 193,907 | $10.3M |
| Royal Bank of Canada | 0.00% | Add +26.4% | 188,500 | $10.1M |
| Epiq Partners, LLC | 2.43% | Reduce -5.4% | 80,804 | $4.3M |
| Elmwood Wealth Management, Inc. | 1.03% | Add +12.9% | 47,726 | $2.5M |
| Marshall & Sterling Wealth Advisors Inc. | 1.23% | — | 33,266 | $1.8M |
| Jane Street Group, LLC | 0.00% | Reduce -71.2% | 14,526 | $775K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 9,254 | $494K |
| Raymond James Financial Inc. | 0.00% | — | 8,255 | $440K |
| LPL Financial LLC | 0.00% | Add +0.7% | 7,129 | $380K |
| Captrust Financial Advisors | 0.00% | Reduce -1.1% | 5,015 | $268K |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.5% | 4,644 | $248K |
| HighTower Advisors, LLC | 0.00% | New | 4,115 | $220K |
| Dorsey & Whitney Trust CO LLC | 0.01% | New | 4,000 | $213K |
| Comerica Bank | 0.00% | New | 3,000 | $160K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +9.6% | 1,144 | $61K |
| Ulland Investment Advisors, LLC | 0.04% | New | 1,000 | $53K |
| Creative Financial Designs Inc. | 0.00% | No change | 900 | $48K |
| Asset Dedication, LLC | 0.00% | No change | 436 | $23K |
| Cwm, LLC | 0.00% | No change | 410 | $22K |
| UBS Group AG | 0.00% | New | 377 | $20K |
| Ameriflex Group, Inc. | 0.01% | — | 250 | $15K |
| Morgan Stanley | 0.00% | No change | 270 | $14K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 131 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 100 | $5K |
| Wells Fargo & Company | 0.00% | New | 89 | $5K |
| Global Retirement Partners, LLC | 0.00% | No change | 43 | $2K |
| Allworth Financial LP | 0.00% | New | 13 | $789 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 10 | $534 |
"% of holder's portfolio" is LOUP's weight in each manager's 13F, not the share of Innovator Deepwater Frontier the manager owns.