Innovator Deepwater FrontierLOUPETF
13F holders, Q1 2025 (March 31)28holders
6new positions
5sold out
$45.41avg. 13F price*
At the end of Q1 2025, 28 institutions reported holding Innovator Deepwater Frontier (LOUP) in their 13F filings, unchanged from Q4 2024. 6 opened new positions and 5 sold out. The largest holders were Royal Bank of Canada ($9.9M), Tradition Wealth Management, LLC ($9.0M) and Gradient Investments LLC ($7.5M).
- Company
- Innovator Deepwater Frontier
- CUSIP
- 45782C862
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $10.3M |
| Exits | 5 | $725K |
All 13F filers, Q4 2024 → Q1 2025: 304,658 shares bought and 20,067 shares sold, net +284,591 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 28 holders
| Royal Bank of Canada | 0.00% | Add +16.1% | 218,927 | $9.9M |
| Tradition Wealth Management, LLC | 0.79% | Add +2.5% | 198,851 | $9.0M |
| Gradient Investments LLC | 0.15% | New | 164,235 | $7.5M |
| Epiq Partners, LLC | 2.01% | Reduce -1.4% | 79,657 | $3.6M |
| Elmwood Wealth Management, Inc. | 1.36% | Add +53.4% | 73,225 | $3.3M |
| Mattson Financial Services, LLC | 0.42% | New | 31,094 | $1.4M |
| Marshall & Sterling Wealth Advisors Inc. | 0.96% | Reduce -6.7% | 31,049 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | New | 23,233 | $1.1M |
| LPL Financial LLC | 0.00% | Add +195.9% | 21,094 | $958K |
| Jane Street Group, LLC | 0.00% | Reduce -11.2% | 12,901 | $586K |
| Raymond James Financial Inc. | 0.00% | Add +7.9% | 8,904 | $404K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -16.0% | 7,772 | $353K |
| Osaic Holdings, Inc. | 0.00% | Add +59.5% | 7,408 | $336K |
| Cibc World Market Inc. | 0.00% | New | 7,240 | $329K |
| Comerica Bank | 0.00% | No change | 3,000 | $136K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +40.0% | 1,602 | $73K |
| Ulland Investment Advisors, LLC | 0.04% | No change | 1,000 | $45K |
| Creative Financial Designs Inc. | 0.00% | No change | 900 | $41K |
| Asset Dedication, LLC | 0.00% | No change | 436 | $20K |
| Cwm, LLC | 0.00% | No change | 410 | $19K |
| Morgan Stanley | 0.00% | No change | 270 | $12K |
| Ameriflex Group, Inc. | 0.00% | No change | 250 | $11K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 131 | $6K |
| Harbour Investments, Inc. | 0.00% | No change | 100 | $5K |
| Spire Wealth Management | 0.00% | New | 100 | $5K |
| Farther Finance Advisors, LLC | 0.00% | New | 50 | $2K |
| Allworth Financial LP | 0.00% | No change | 13 | $616 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 10 | $455 |
"% of holder's portfolio" is LOUP's weight in each manager's 13F, not the share of Innovator Deepwater Frontier the manager owns.