Invtr Eq DP ETF-2Y-JULY28-UiAJULETF
13F holders, Q3 2025 (September 30)44holders +2
7new positions
6sold out
$28.60avg. 13F price*
At the end of Q3 2025, 44 institutions reported holding Invtr Eq DP ETF-2Y-JULY28-Ui (AJUL) in their 13F filings, up 2 from Q2 2025. 7 opened new positions and 6 sold out. The largest holders were HighTower Advisors, LLC ($6.2M), Raymond James Financial Inc. ($3.6M) and Commonwealth Equity Services, LLC ($2.9M).
- Company
- Invtr Eq DP ETF-2Y-JULY28-Ui
- Filed as
- INNOVATOR ETFS TRUST (Q3 2025)
- CUSIP
- 45783Y236
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $778K |
| Exits | 6 | $2.5M |
All 13F filers, Q2 2025 → Q3 2025: 27,495 shares bought and 214,010 shares sold, net −186,515 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| HighTower Advisors, LLC | 0.01% | Reduce -3.7% | 216,792 | $6.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.8% | 124,766 | $3.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.0% | 100,924 | $2.9M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.1% | 57,099 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 39,811 | $1.1M |
| Brookstone Capital Management | 0.01% | Reduce -3.1% | 30,132 | $862K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 29,500 | $844K |
| AE Wealth Management LLC | 0.01% | Reduce -76.3% | 27,631 | $791K |
| MTM Financial Group, LLC | 0.35% | Reduce -3.0% | 25,157 | $720K |
| Syntegra Private Wealth Group, LLC | 0.05% | No change | 20,353 | $583K |
| Maia Wealth LLC | 0.09% | Reduce -12.7% | 19,267 | $554K |
| Brass Tax Wealth Management, Inc. | 0.09% | No change | 18,559 | $531K |
| Trek Financial, LLC | 0.03% | Reduce -4.2% | 17,121 | $490K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -42.1% | 15,334 | $439K |
| Belpointe Asset Management LLC | 0.02% | Reduce -4.8% | 13,842 | $396K |
| Vantage Financial Partners, LLC | 0.08% | No change | 13,458 | $385K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.4% | 13,063 | $374K |
| Bullseye Investment Management, LLC | 0.23% | No change | 13,607 | $364K |
| Old Mission Capital LLC | 0.01% | New | 11,654 | $334K |
| KFG Wealth Management, LLC | 0.05% | No change | 11,417 | $327K |
| Cypress Wealth Services, LLC | 0.05% | No change | 11,357 | $325K |
| Three Seasons Wealth, LLC | 0.03% | No change | 10,520 | $301K |
| World Investment Advisors | 0.01% | Reduce -1.4% | 10,299 | $295K |
| Tradition Wealth Management, LLC | 0.02% | Reduce -7.7% | 9,065 | $259K |
| Cornerstone Wealth Group, LLC | 0.02% | New | 8,960 | $256K |
| Applied Capital LLC | 0.10% | Reduce -8.2% | 8,693 | $249K |
| Able Wealth Management LLC | 0.08% | No change | 7,776 | $223K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.07% | No change | 7,374 | $211K |
| Barclays PLC | 0.00% | Reduce -2.3% | 5,187 | $148K |
| CoreCap Advisors, LLC | 0.01% | No change | 4,927 | $141K |
| Centaurus Financial, Inc. | 0.01% | New | 4,150 | $119K |
| Osaic Holdings, Inc. | 0.00% | Reduce -43.8% | 3,400 | $97K |
| Cwm, LLC | 0.00% | Reduce -27.3% | 3,146 | $90K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,128 | $61K |
| Principal Securities, Inc. | 0.00% | No change | 1,750 | $50K |
| Harbour Investments, Inc. | 0.00% | No change | 1,238 | $35K |
| JPMorgan Chase & Co. | 0.00% | New | 1,079 | $31K |
| Bank of America Corp. | 0.00% | New | 1,000 | $29K |
| Spire Wealth Management | 0.00% | No change | 962 | $28K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 767 | $22K |
| IFP Advisors, Inc | 0.00% | Add +23.0% | 695 | $20K |
| Noble Wealth Management PBC | 0.01% | — | 480 | $14K |
| Sunbelt Securities, Inc. | 0.00% | New | 180 | $5K |
| Morgan Stanley | 0.00% | New | 163 | $5K |
"% 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.