Invtr Eq DP ETF-2Y-JULY28-UiAJULETF
13F holders, Q4 2024 (December 31)47holders +9
9new positions
3sold out
1famous investor
$26.98avg. 13F price*
At the end of Q4 2024, 47 institutions reported holding Invtr Eq DP ETF-2Y-JULY28-Ui (AJUL) in their 13F filings, up 9 from Q3 2024. 9 opened new positions and 3 sold out. The largest holders were HighTower Advisors, LLC ($6.3M), RFG Advisory, LLC ($3.8M) and Raymond James Financial Inc. ($3.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invtr Eq DP ETF-2Y-JULY28-Ui
- Filed as
- INNOVATOR ETFS TRUST (Q4 2024)
- CUSIP
- 45783Y236
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.6M |
| Exits | 3 | $2.5M |
All 13F filers, Q3 2024 → Q4 2024: 107,243 shares bought and 107,500 shares sold, net −257 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 47 holders
| HighTower Advisors, LLC | 0.01% | No change | 233,316 | $6.3M |
| RFG Advisory, LLC | 0.11% | Reduce -0.1% | 141,719 | $3.8M |
| Raymond James Financial Inc. | 0.00% | — | 111,773 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.6% | 61,162 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | No change | 57,922 | $1.6M |
| Noble Wealth Management PBC | 0.97% | — | 51,678 | $1.4M |
| Brookstone Capital Management | 0.02% | Reduce -16.4% | 41,469 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +11.9% | 32,474 | $877K |
| Susquehanna International Group, LLP | 0.00% | Add +64.4% | 31,541 | $852K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 29,500 | $797K |
| MTM Financial Group, LLC | 0.42% | Add +6.5% | 25,905 | $700K |
| Trek Financial, LLC | 0.05% | Add +1.8% | 25,577 | $691K |
| Maia Wealth LLC | 0.14% | Reduce -10.1% | 23,822 | $647K |
| Old Mission Capital LLC | 0.01% | New | 23,887 | $645K |
| Jane Street Group, LLC | 0.00% | Add +56.3% | 23,423 | $633K |
| Syntegra Private Wealth Group, LLC | 0.06% | Add +10.9% | 19,018 | $514K |
| Brass Tax Wealth Management, Inc. | 0.11% | No change | 18,559 | $501K |
| Goldman Sachs Group Inc. | 0.00% | Add +115.5% | 16,585 | $448K |
| Cypress Wealth Services, LLC | 0.08% | No change | 15,145 | $409K |
| Foundations Investment Advisors, LLC | 0.01% | Add +56.2% | 15,065 | $407K |
| Tradition Wealth Management, LLC | 0.03% | No change | 14,262 | $385K |
| Vantage Financial Partners, LLC | 0.09% | No change | 13,458 | $364K |
| Stenger Family Office, LLC | 0.12% | — | 14,845 | $354K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 12,784 | $345K |
| Applied Capital LLC | 0.18% | No change | 12,710 | $343K |
| Bullseye Investment Management, LLC | 0.24% | Add +54.0% | 12,590 | $340K |
| Legacy Investment Solutions, LLC | 0.22% | No change | 12,073 | $329K |
| Legacy Wealth Managment, LLC | 0.22% | No change | 12,073 | $329K |
| Visionary Wealth Advisors | 0.02% | No change | 11,551 | $312K |
| KFG Wealth Management, LLC | 0.06% | New | 11,417 | $308K |
| Three Seasons Wealth, LLC | 0.14% | No change | 10,520 | $284K |
| World Investment Advisors | 0.01% | No change | 10,441 | $282K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.09% | Reduce -6.5% | 9,386 | $254K |
| Able Wealth Management LLC | 0.14% | No change | 7,776 | $210K |
| Citadel Advisors | 0.00% | New | 7,760 | $210K |
| Continuum Advisory, LLC | 0.02% | No change | 5,156 | $139K |
| CoreCap Advisors, LLC | 0.01% | New | 4,927 | $133K |
| Barclays PLC | 0.00% | New | 4,535 | $122K |
| Cwm, LLC | 0.00% | Reduce -1.4% | 4,487 | $121K |
| AE Wealth Management LLC | 0.00% | New | 3,750 | $101K |
| Harbor Investment Advisory, LLC | 0.01% | New | 2,128 | $57K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,916 | $52K |
| Principal Securities, Inc. | 0.00% | Reduce -50.0% | 1,750 | $47K |
| Spire Wealth Management | 0.00% | New | 962 | $26K |
| Osaic Holdings, Inc. | 0.00% | New | 900 | $24K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +15.2% | 841 | $23K |
| Harbour Investments, Inc. | 0.00% | No change | 81 | $2K |
"% of holder's portfolio" is AJUL's weight in each manager's 13F, not the share of Invtr Eq DP ETF-2Y-JULY28-Ui the manager owns.