Ino Eq Po ETF 2YR AP2028-UsdAAPRETF
13F holders, Q4 2024 (December 31)54holders +7
11new positions
3sold out
2famous investors
$26.36avg. 13F price*
At the end of Q4 2024, 54 institutions reported holding Ino Eq Po ETF 2YR AP2028-Usd (AAPR) in their 13F filings, up 7 from Q3 2024. 11 opened new positions and 3 sold out. The largest holders were Kestra Advisory Services, LLC ($3.6M), Commonwealth Equity Services, LLC ($3.2M) and Centaurus Financial, Inc. ($3.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Ino Eq Po ETF 2YR AP2028-Usd
- Filed as
- INNOVATOR ETFS TRUST (Q4 2024)
- CUSIP
- 45783Y335
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $3.2M |
| Exits | 3 | $682K |
All 13F filers, Q3 2024 → Q4 2024: 145,096 shares bought and 188,726 shares sold, net −43,630 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Kestra Advisory Services, LLC | 0.02% | No change | 138,226 | $3.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.0% | 119,861 | $3.2M |
| Centaurus Financial, Inc. | 0.18% | Reduce -1.4% | 112,232 | $3.0M |
| Raymond James Financial Inc. | 0.00% | — | 105,807 | $2.8M |
| Strategic Blueprint, LLC | 0.07% | Add +8.5% | 47,409 | $1.2M |
| Brookstone Capital Management | 0.02% | Reduce -0.3% | 44,742 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +80.4% | 44,555 | $1.2M |
| Crown Wealth Group, LLC | 0.46% | Reduce -5.7% | 42,760 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | No change | 34,760 | $916K |
| Trek Financial, LLC | 0.06% | No change | 32,098 | $846K |
| Bullseye Investment Management, LLC | 0.58% | Reduce -69.9% | 31,848 | $839K |
| MTM Financial Group, LLC | 0.49% | Add +0.1% | 31,179 | $822K |
| Jane Street Group, LLC | 0.00% | New | 27,411 | $723K |
| Cetera Investment Advisers | 0.00% | No change | 23,930 | $631K |
| World Investment Advisors | 0.02% | No change | 23,926 | $631K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.3% | 23,050 | $608K |
| Garden State Investment Advisory Services LLC | 0.18% | Reduce -44.2% | 22,775 | $600K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -55.4% | 21,413 | $564K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.20% | Reduce -1.1% | 20,701 | $546K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -10.7% | 19,884 | $524K |
| Lineweaver Wealth Advisors, LLC | 0.09% | No change | 19,425 | $512K |
| KFG Wealth Management, LLC | 0.10% | No change | 19,322 | $509K |
| Visionary Wealth Advisors | 0.03% | No change | 16,674 | $440K |
| Legacy Capital Wealth Partners, LLC | 0.11% | No change | 16,562 | $437K |
| HighTower Advisors, LLC | 0.00% | No change | 15,817 | $417K |
| Keystone Wealth Services, LLC | 0.11% | No change | 15,342 | $404K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -56.1% | 15,304 | $403K |
| Old Mission Capital LLC | 0.01% | New | 14,547 | $383K |
| Three Seasons Wealth, LLC | 0.16% | Reduce -49.0% | 12,747 | $336K |
| Cypress Wealth Services, LLC | 0.07% | No change | 12,519 | $330K |
| Fisher Asset Management | 0.00% | New | 12,227 | $322K |
| O'Connor Financial Group LLC | 0.17% | No change | 12,187 | $321K |
| Spire Wealth Management | 0.01% | New | 11,550 | $304K |
| Pitti Group Wealth Management, LLC | 0.31% | New | 11,516 | $304K |
| LPL Financial LLC | 0.00% | New | 11,251 | $297K |
| Citadel Advisors | 0.00% | New | 8,619 | $227K |
| FC Advisory LLC | 0.08% | No change | 8,526 | $225K |
| Diligent Investors, LLC | 0.05% | No change | 8,250 | $217K |
| Two Sigma Securities, LLC | 0.04% | New | 8,234 | $217K |
| Novus Advisors, LLC | 0.22% | — | 8,200 | $216K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -2.4% | 8,002 | $211K |
| Geneos Wealth Management Inc. | 0.01% | New | 7,000 | $185K |
| CoreCap Advisors, LLC | 0.01% | Reduce -31.9% | 5,757 | $152K |
| Farther Finance Advisors, LLC | 0.01% | No change | 5,698 | $150K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 5,640 | $149K |
| Harbour Investments, Inc. | 0.00% | No change | 4,320 | $114K |
| JPMorgan Chase & Co. | 0.00% | New | 4,163 | $110K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 4,041 | $107K |
| Barclays PLC | 0.00% | Add +95.8% | 3,916 | $103K |
| AE Wealth Management LLC | 0.00% | New | 3,055 | $81K |
| IFP Advisors, Inc | 0.00% | No change | 2,900 | $76K |
| NBZ Investment Advisors LLC | 0.02% | — | 1,635 | $43K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,080 | $29K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 405 | $11K |
"% of holder's portfolio" is AAPR's weight in each manager's 13F, not the share of Ino Eq Po ETF 2YR AP2028-Usd the manager owns.