In Eq DF PR ETF 2Y JAN28-UsdAJANETF
13F holders, Q1 2025 (March 31)42holders −6
2new positions
6sold out
$26.30avg. 13F price*
At the end of Q1 2025, 42 institutions reported holding In Eq DF PR ETF 2Y JAN28-Usd (AJAN) in their 13F filings, down 6 from Q4 2024. 2 opened new positions and 6 sold out. The largest holders were Commonwealth Equity Services, LLC ($3.5M), Strategic Blueprint, LLC ($3.0M) and Lake Street Private Wealth, LLC ($2.0M).
- Company
- In Eq DF PR ETF 2Y JAN28-Usd
- Filed as
- INNOVATOR ETFS TRUST (Q1 2025)
- CUSIP
- 45783Y418
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $285K |
| Exits | 6 | $2.4M |
All 13F filers, Q4 2024 → Q1 2025: 69,251 shares bought and 226,856 shares sold, net −157,605 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| Commonwealth Equity Services, LLC | 0.01% | Add +3.7% | 133,815 | $3.5M |
| Strategic Blueprint, LLC | 0.17% | Reduce -4.8% | 115,200 | $3.0M |
| Lake Street Private Wealth, LLC | 0.32% | Reduce -3.2% | 74,610 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Add +232.9% | 63,044 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +25.6% | 46,732 | $1.2M |
| KFG Wealth Management, LLC | 0.18% | Reduce -1.1% | 38,573 | $1.0M |
| Bison Wealth, LLC | 0.09% | Reduce -43.5% | 37,876 | $996K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.5% | 35,872 | $944K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 35,628 | $937K |
| Cetera Investment Advisers | 0.00% | Reduce -3.3% | 30,193 | $794K |
| Focus Partners Wealth | 0.00% | Reduce -10.0% | 26,980 | $710K |
| Harbour Investments, Inc. | 0.02% | Reduce -5.3% | 26,761 | $704K |
| Balance Wealth Partners LLC | 0.45% | — | 26,274 | $691K |
| Bernard Wealth Management Corp. | 0.34% | Reduce -4.7% | 26,264 | $691K |
| HighTower Advisors, LLC | 0.00% | No change | 20,840 | $548K |
| CoreCap Advisors, LLC | 0.02% | No change | 20,697 | $544K |
| SageView Advisory Group, LLC | 0.02% | No change | 20,576 | $541K |
| Captrust Financial Advisors | 0.00% | No change | 20,559 | $541K |
| Mgo One Seven LLC | 0.02% | No change | 19,800 | $521K |
| Vantage Financial Partners, LLC | 0.12% | No change | 18,146 | $477K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.5% | 17,604 | $463K |
| Brookstone Capital Management | 0.01% | Reduce -14.6% | 17,149 | $451K |
| Raymond James Financial Inc. | 0.00% | Reduce -70.8% | 16,104 | $424K |
| MML Investors Services, LLC | 0.00% | Reduce -14.7% | 14,406 | $379K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -24.6% | 11,480 | $302K |
| Goldman Sachs Group Inc. | 0.00% | New | 10,748 | $283K |
| Milestone Asset Management, LLC | 0.06% | No change | 10,272 | $270K |
| Beacon Financial Advisory LLC | 0.07% | No change | 8,800 | $231K |
| John W. Brooker & Co., CPAs | 0.09% | No change | 8,160 | $215K |
| Three Seasons Wealth, LLC | 0.11% | No change | 8,113 | $213K |
| 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 |
| Centaurus Financial, Inc. | 0.01% | Reduce -85.4% | 6,608 | $174K |
| AE Wealth Management LLC | 0.00% | No change | 5,763 | $152K |
| Barclays PLC | 0.00% | Reduce -0.9% | 5,567 | $146K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -9.8% | 4,056 | $107K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -43.4% | 2,609 | $69K |
| Principal Securities, Inc. | 0.00% | No change | 2,134 | $56K |
| Atticus Wealth Management, LLC | 0.02% | No change | 2,034 | $54K |
| IFP Advisors, Inc | 0.00% | No change | 700 | $18K |
| UBS Group AG | 0.00% | New | 106 | $3K |
| 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.