Invtr Eq DP ETF-2Y-JULY28-UiAJULETF
13F holders, Q2 2025 (June 30)42holders
7new positions
6sold out
$27.89avg. 13F price*
At the end of Q2 2025, 42 institutions reported holding Invtr Eq DP ETF-2Y-JULY28-Ui (AJUL) in their 13F filings, unchanged from Q1 2025. 7 opened new positions and 6 sold out. The largest holders were HighTower Advisors, LLC ($6.3M), Raymond James Financial Inc. ($3.5M) and AE Wealth Management LLC ($3.3M).
- Company
- Invtr Eq DP ETF-2Y-JULY28-Ui
- Filed as
- INNOVATOR ETFS TRUST (Q2 2025)
- CUSIP
- 45783Y236
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.9M |
| Exits | 6 | $2.1M |
All 13F filers, Q1 2025 → Q2 2025: 280,147 shares bought and 106,705 shares sold, net +173,442 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| HighTower Advisors, LLC | 0.01% | No change | 225,035 | $6.3M |
| Raymond James Financial Inc. | 0.00% | Add +5.5% | 127,010 | $3.5M |
| AE Wealth Management LLC | 0.02% | Add +3011.2% | 116,670 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +59.4% | 101,924 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | No change | 57,180 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 39,811 | $1.1M |
| Howard Bailey Securities, LLC | 0.34% | New | 39,059 | $1.1M |
| Csenge Advisory Group | 0.05% | New | 31,747 | $870K |
| Brookstone Capital Management | 0.01% | Reduce -27.1% | 31,097 | $868K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 29,500 | $823K |
| Foundations Investment Advisors, LLC | 0.01% | Add +108.9% | 26,505 | $740K |
| MTM Financial Group, LLC | 0.39% | No change | 25,940 | $724K |
| Maia Wealth LLC | 0.12% | Reduce -5.4% | 22,068 | $616K |
| Syntegra Private Wealth Group, LLC | 0.06% | No change | 20,353 | $568K |
| Brass Tax Wealth Management, Inc. | 0.10% | No change | 18,559 | $518K |
| Trek Financial, LLC | 0.03% | Reduce -12.3% | 17,865 | $499K |
| Belpointe Asset Management LLC | 0.02% | New | 14,541 | $406K |
| Vantage Financial Partners, LLC | 0.09% | No change | 13,458 | $376K |
| Bullseye Investment Management, LLC | 0.23% | No change | 13,607 | $364K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.5% | 12,884 | $360K |
| KFG Wealth Management, LLC | 0.05% | No change | 11,417 | $319K |
| Cypress Wealth Services, LLC | 0.06% | Reduce -25.0% | 11,357 | $317K |
| Three Seasons Wealth, LLC | 0.03% | No change | 10,520 | $294K |
| World Investment Advisors | 0.01% | No change | 10,441 | $291K |
| Tradition Wealth Management, LLC | 0.02% | Reduce -20.8% | 9,825 | $274K |
| GeoWealth Management, LLC | 0.01% | New | 9,683 | $270K |
| Applied Capital LLC | 0.12% | Reduce -14.3% | 9,464 | $264K |
| Able Wealth Management LLC | 0.11% | No change | 7,776 | $217K |
| FSA Advisors, Inc. | 0.18% | New | 7,726 | $216K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.07% | Reduce -21.4% | 7,374 | $206K |
| Osaic Holdings, Inc. | 0.00% | Add +31.8% | 6,050 | $169K |
| Barclays PLC | 0.00% | Reduce -1.7% | 5,308 | $148K |
| CoreCap Advisors, LLC | 0.01% | No change | 4,927 | $138K |
| Cwm, LLC | 0.00% | Reduce -3.5% | 4,328 | $121K |
| UBS Group AG | 0.00% | Add +474.7% | 2,270 | $63K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,128 | $59K |
| Principal Securities, Inc. | 0.00% | No change | 1,750 | $49K |
| Harbour Investments, Inc. | 0.00% | Add +1428.4% | 1,238 | $35K |
| Spire Wealth Management | 0.00% | No change | 962 | $27K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -60.0% | 767 | $21K |
| IFP Advisors, Inc | 0.00% | New | 565 | $16K |
| Park Square Financial Group, LLC | 0.00% | New | 129 | $4K |
"% 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.