In Eq DF PR ETF 2Y JAN28-UsdAJANETF

13F holders, Q4 2025 (December 31)
39holders −3
2new positions
8sold out
$27.85avg. 13F price*

At the end of Q4 2025, 39 institutions reported holding In Eq DF PR ETF 2Y JAN28-Usd (AJAN) in their 13F filings, down 3 from Q3 2025. 2 opened new positions and 8 sold out. The largest holders were Commonwealth Equity Services, LLC ($2.1M), Lake Street Private Wealth, LLC ($1.5M) and Osaic Holdings, Inc. ($1.4M).

Company
In Eq DF PR ETF 2Y JAN28-Usd
Filed as
INNOVATOR ETFS TRUST (Q4 2025)
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 2025 → Q4 2025

InstitutionsTotal Value
New Positions2$1.5M
Exits8$3.1M

All 13F filers, Q3 2025 → Q4 2025: 59,074 shares bought and 215,724 shares sold, net −156,650 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 39 holders

Commonwealth Equity Services, LLC 0.00% Reduce -0.7% 74,229 $2.1M
Lake Street Private Wealth, LLC 0.19% Reduce -13.7% 54,980 $1.5M
Osaic Holdings, Inc. 0.00% Reduce -1.4% 51,076 $1.4M
BIP Wealth, LLC 0.05% New 46,479 $1.3M
Mutual Advisors, LLC 0.03% No change 45,424 $1.3M
KFG Wealth Management, LLC 0.13% Reduce -5.8% 35,401 $986K
Focus Partners Wealth 0.00% No change 24,137 $672K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -5.1% 23,958 $667K
HighTower Advisors, LLC 0.00% Reduce -0.1% 23,545 $656K
Cetera Investment Advisers 0.00% Reduce -8.1% 23,122 $644K
Bernard Wealth Management Corp. 0.26% Add +0.3% 23,019 $641K
Kestra Advisory Services, LLC 0.00% Reduce -32.3% 21,762 $606K
SageView Advisory Group, LLC 0.02% No change 20,576 $573K
Captrust Financial Advisors 0.00% No change 20,559 $573K
CoreCap Advisors, LLC 0.02% Reduce -1.8% 20,083 $559K
Balance Wealth Partners LLC 0.17% Reduce -18.3% 19,195 $535K
Old Mission Capital LLC 0.02% Reduce -55.2% 18,834 $525K
Envestnet Asset Management Inc. 0.00% No change 16,121 $449K
Brookstone Capital Management 0.00% No change 14,728 $410K
Susquehanna International Group, LLP 0.00% Reduce -63.2% 14,475 $403K
MML Investors Services, LLC 0.00% No change 14,406 $401K
LPL Financial LLC 0.00% Add +15.2% 12,087 $337K
BridgePort Financial Solutions, LLC 0.08% No change 10,390 $289K
Milestone Asset Management, LLC 0.05% No change 10,272 $286K
Kingsview Wealth Management, LLC 0.00% Reduce -12.1% 10,081 $281K
Vantage Financial Partners, LLC 0.05% Reduce -50.7% 8,942 $249K
Harbour Investments, Inc. 0.01% Reduce -36.0% 8,806 $245K
JPMorgan Chase & Co. 0.00% Add +48.8% 8,580 $239K
Bullock Wealth Management Group 0.12% — 8,492 $237K
Three Seasons Wealth, LLC 0.02% No change 8,113 $226K
Foundations Investment Advisors, LLC 0.00% New 7,843 $218K
Barclays PLC 0.00% Add +4.9% 5,642 $157K
AE Wealth Management LLC 0.00% No change 4,563 $127K
Farther Finance Advisors, LLC 0.00% No change 3,231 $90K
Sunbelt Securities, Inc. 0.00% No change 2,609 $73K
Benson Wealth Management INC 0.05% — 1,626 $45K
Keating Financial Advisory Services, Inc. 0.01% — 1,581 $44K
IFP Advisors, Inc 0.00% Add +0.9% 1,100 $31K
UBS Group AG 0.00% Reduce -88.8% 883 $25K

"% 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.