Invtr Eq DP ETF-2Y-JULY28-UiAJULETF
13F holders, Q4 2025 (December 31)47holders +3
4new positions
1sold out
$29.07avg. 13F price*
At the end of Q4 2025, 47 institutions reported holding Invtr Eq DP ETF-2Y-JULY28-Ui (AJUL) in their 13F filings, up 3 from Q3 2025. 4 opened new positions and 1 sold out. The largest holders were HighTower Advisors, LLC ($6.3M), 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 (Q4 2025)
- CUSIP
- 45783Y236
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.9M |
| Exits | 1 | $50K |
All 13F filers, Q3 2025 → Q4 2025: 92,990 shares bought and 25,193 shares sold, net +67,797 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 47 holders
| HighTower Advisors, LLC | 0.01% | Reduce -0.4% | 215,922 | $6.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.1% | 122,152 | $3.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.4% | 99,565 | $2.9M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.4% | 56,875 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | New | 41,741 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 39,811 | $1.2M |
| Old Mission Capital LLC | 0.04% | Add +232.1% | 38,701 | $1.1M |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 29,500 | $858K |
| AE Wealth Management LLC | 0.00% | Reduce -2.1% | 27,060 | $787K |
| MTM Financial Group, LLC | 0.34% | Reduce -3.8% | 24,213 | $704K |
| Brookstone Capital Management | 0.01% | Reduce -20.6% | 23,917 | $695K |
| Syntegra Private Wealth Group, LLC | 0.05% | No change | 20,353 | $592K |
| Waverly Advisors, LLC | 0.00% | New | 20,349 | $592K |
| Maia Wealth LLC | 0.10% | Reduce -0.3% | 19,207 | $560K |
| Trek Financial, LLC | 0.03% | Reduce -1.9% | 16,799 | $488K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -0.1% | 15,313 | $445K |
| Belpointe Asset Management LLC | 0.02% | Add +6.2% | 14,701 | $427K |
| Vantage Financial Partners, LLC | 0.08% | No change | 13,458 | $391K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 13,063 | $380K |
| KFG Wealth Management, LLC | 0.04% | No change | 11,417 | $332K |
| Cypress Wealth Services, LLC | 0.05% | No change | 11,357 | $330K |
| Three Seasons Wealth, LLC | 0.03% | No change | 10,520 | $306K |
| World Investment Advisors | 0.00% | No change | 10,299 | $299K |
| Cornerstone Wealth Group, LLC | 0.02% | No change | 8,960 | $260K |
| Applied Capital LLC | 0.09% | Reduce -3.2% | 8,413 | $245K |
| Tradition Wealth Management, LLC | 0.02% | Reduce -8.4% | 8,307 | $241K |
| Able Wealth Management LLC | 0.07% | No change | 7,776 | $226K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.06% | No change | 7,374 | $214K |
| Barclays PLC | 0.00% | Reduce -0.8% | 5,145 | $150K |
| CoreCap Advisors, LLC | 0.01% | No change | 4,927 | $143K |
| Bullseye Investment Management, LLC | 0.07% | Reduce -66.6% | 4,550 | $132K |
| Centaurus Financial, Inc. | 0.01% | Reduce -0.1% | 4,144 | $120K |
| Osaic Holdings, Inc. | 0.00% | No change | 3,400 | $99K |
| Cwm, LLC | 0.00% | No change | 3,146 | $91K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 2,128 | $62K |
| SageView Advisory Group, LLC | 0.00% | New | 1,926 | $56K |
| Harbour Investments, Inc. | 0.00% | No change | 1,238 | $36K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +49.9% | 1,150 | $33K |
| Bank of America Corp. | 0.00% | Add +10.0% | 1,100 | $32K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 1,000 | $29K |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.3% | 979 | $28K |
| Spire Wealth Management | 0.00% | No change | 962 | $28K |
| IFP Advisors, Inc | 0.00% | Add +1.4% | 705 | $20K |
| UBS Group AG | 0.00% | New | 575 | $17K |
| Noble Wealth Management PBC | 0.01% | No change | 480 | $14K |
| Sunbelt Securities, Inc. | 0.00% | No change | 180 | $5K |
| Morgan Stanley | 0.00% | No change | 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.