In Eq DF PR ETF 2Y JAN28-UsdAJANETF

13F holders, Q4 2024 (December 31)
48holders +2
4new positions
3sold out
$26.25avg. 13F price*

At the end of Q4 2024, 48 institutions reported holding In Eq DF PR ETF 2Y JAN28-Usd (AJAN) in their 13F filings, up 2 from Q3 2024. 4 opened new positions and 3 sold out. The largest holders were Commonwealth Equity Services, LLC ($3.4M), Strategic Blueprint, LLC ($3.2M) and Lake Street Private Wealth, LLC ($2.0M).

Company
In Eq DF PR ETF 2Y JAN28-Usd
Filed as
INNOVATOR ETFS TRUST (Q4 2024)
CUSIP
45783Y418
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 38Q1 2024Q2 2024: 46Q2 2024Q3 2024: 46Q3 2024Q4 2024: 48Q4 2024Q1 2025: 42Q1 2025Q2 2025: 43Q2 2025Q3 2025: 42Q3 2025Q4 2025: 39Q4 2025Q1 2026: 42Q1 2026Q2 2026: 43Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions4$1.3M
Exits3$769K

All 13F filers, Q3 2024 → Q4 2024: 80,396 shares bought and 108,245 shares sold, net −27,849 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 48 holders

Commonwealth Equity Services, LLC 0.01% Reduce -4.6% 129,038 $3.4M
Strategic Blueprint, LLC 0.19% Reduce -1.1% 121,007 $3.2M
Lake Street Private Wealth, LLC 0.33% Reduce -3.7% 77,110 $2.0M
Bison Wealth, LLC 0.22% — 67,062 $1.8M
Raymond James Financial Inc. 0.00% — 55,187 $1.4M
Centaurus Financial, Inc. 0.07% Reduce -0.4% 45,329 $1.2M
KFG Wealth Management, LLC 0.19% No change 39,017 $1.0M
Susquehanna International Group, LLP 0.00% Add +379.6% 37,221 $977K
Kestra Advisory Services, LLC 0.01% Reduce -10.5% 36,062 $946K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -5.0% 35,628 $935K
Gill Capital Partners, LLC 0.32% New 34,272 $899K
Cetera Investment Advisers 0.00% Reduce -14.5% 31,215 $819K
Focus Partners Wealth 0.00% No change 29,990 $787K
Harbour Investments, Inc. 0.02% Reduce -6.9% 28,251 $741K
Bernard Wealth Management Corp. 0.34% — 27,553 $723K
HighTower Advisors, LLC 0.00% No change 20,840 $547K
CoreCap Advisors, LLC 0.02% Reduce -2.8% 20,697 $543K
SageView Advisory Group, LLC 0.02% No change 20,576 $540K
Captrust Financial Advisors 0.00% No change 20,559 $540K
Envestnet Asset Management Inc. 0.00% Reduce -31.3% 20,110 $528K
Brookstone Capital Management 0.01% Reduce -20.4% 20,074 $527K
Mgo One Seven LLC 0.02% No change 19,800 $520K
Executive Wealth Management, LLC 0.04% Reduce -32.7% 18,983 $498K
Osaic Holdings, Inc. 0.00% Add +1.3% 18,935 $497K
Vantage Financial Partners, LLC 0.12% No change 18,146 $476K
MML Investors Services, LLC 0.00% Reduce -5.0% 16,886 $443K
Oliver Lagore Vanvalin Investment Group 0.11% Add +3.3% 16,556 $435K
RFG Advisory, LLC 0.01% Reduce -22.3% 15,401 $404K
Kingsview Wealth Management, LLC 0.01% Reduce -43.7% 15,231 $400K
Independent Financial Group, LLC 0.01% No change 12,210 $320K
Jane Street Group, LLC 0.00% Reduce -49.2% 10,876 $285K
Milestone Asset Management, LLC 0.06% Reduce -2.1% 10,272 $270K
Chicago Partners Investment Group LLC 0.01% No change 9,239 $243K
Beacon Financial Advisory LLC 0.08% No change 8,800 $231K
John W. Brooker & Co., CPAs 0.09% No change 8,160 $214K
Three Seasons Wealth, LLC 0.10% No change 8,113 $213K
World Investment Advisors 0.01% No change 7,961 $209K
Sequoia Financial Advisors, LLC 0.00% No change 7,960 $209K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% No change 7,843 $206K
AE Wealth Management LLC 0.00% New 5,763 $151K
Barclays PLC 0.00% New 5,620 $147K
Sunbelt Securities, Inc. 0.01% No change 4,609 $121K
Farther Finance Advisors, LLC 0.00% New 4,496 $118K
Principal Securities, Inc. 0.00% Reduce -53.8% 2,134 $56K
Atticus Wealth Management, LLC 0.02% No change 2,034 $53K
Concourse Financial Group Securities, Inc. 0.00% No change 955 $25K
IFP Advisors, Inc 0.00% No change 700 $18K
AdvisorNet Financial, Inc 0.00% No change 100 $3K

"% of holder's portfolio" is AJAN's weight in each manager's 13F, not the share of In Eq DF PR ETF 2Y JAN28-Usd the manager owns.