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Disclosery

LOUP INNOVATOR ETFS TRUST

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INNOVATOR DEEPW (fund)

50 managers (50 13F filers) reported a position in LOUP shares at 2025-12-31, 1,279,587 shares in all. 11 filers opened a position and 4 filers sold out during the quarter.

Managers
50
13F filers
50
New
11
Added
12
Reduced
7
Sold out
4
Shares held by filers
1,279,587

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Gradient Investments LLCin group Gradient Investments LLC279,217$21.3M0.34%+33,49213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA231,075$17.7M<0.01%+43,47213F-HRTimelineGroup
Tradition Wealth Management, LLC183,431$14M1.01%-12,45513F-HRTimeline
LPL Financial LLC130,583$9.98M<0.01%+42,92313F-HRTimeline
Elmwood Wealth Management, Inc.91,581$7M2.21%+1,13413F-HRTimeline
EPIQ PARTNERS, LLC79,189$6.05M2.82%-72613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth56,022$4.28M<0.01%new13F-HRTimelineGroup
Mattson Financial Services, LLC44,621$3.41M0.8%+4,09813F-HRTimeline
HighTower Advisors, LLC33,124$2.53M<0.01%+22,67213F-HRTimeline
OLD MISSION CAPITAL LLC25,647$1.96M0.08%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,053$1.69M<0.01%+17,16813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,000$1.07M<0.01%+6,91913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC13,886$1.06M<0.01%013F-HRTimeline
46 Peaks LLC12,201$932K0.68%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,206$627K<0.01%-2,41313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,019$384K<0.01%+1,33313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC4,604$352K<0.01%-3813F-HRTimelineGroup
Safe Harbor Wealth Advisors, LLC4,717$348K0.34%13F-HRTimeline
Dorsey & Whitney Trust CO LLC4,000$306K0.02%013F-HRTimeline
Sigma Planning Corp3,717$284K0.01%new13F-HRTimeline
IHT Wealth Management, LLC3,705$283K0.01%new13F-HRTimeline
Paladin Wealth, LLC3,583$274K0.19%new13F-HRTimeline
FAS Wealth Partners, Inc.3,341$255K0.02%013F-HRTimeline
Brown Financial Advisors3,182$243K0.09%+20413F-HRTimeline
COMERICA BANK3,000$229K<0.01%013F-HRTimeline
Triumph Capital Management2,896$221K0.05%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,654$203K<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…1,688$129K0.01%-113F-HRTimeline
Federation des caisses Desjardins du Qu…1,501$115K<0.01%+58013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,109$84.7K0.06%013F-HRTimeline
Ulland Investment Advisors, LLC1,000$76K0.06%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV900$68.8K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC700$53.5K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…584$44.6K<0.01%+41413F-HR/ATimelineGroup
Asset Dedication, LLC436$33.3K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC410$31K<0.01%013F-HRTimelineGroup
Aventus Investment Advisors, Inc.381$29.1K0.02%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY379$29K<0.01%-35913F-HR/ATimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.315$24.1K0.02%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC225$17.2K<0.01%013F-HRTimelineGroup
GROUP ONE TRADING LLC144$11K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC131$10K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management100$7.64K<0.01%013F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…95$7.26K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL80$6.11K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC64$4.89K<0.01%13F-HRTimeline
Farther Finance Advisors, LLC50$3.82K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.26$1.99K<0.01%-10013F-HRTimeline
DHJJ Financial Advisors, Ltd.10$765<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5$382<0.01%new13F-HRTimelineGroup