Invtr Eq DP ETF-2Y-JULY28-UiAJULETF
13F holders, Q1 2026 (March 31)44holders −3
2new positions
4sold out
$29.01avg. 13F price*
At the end of Q1 2026, 44 institutions reported holding Invtr Eq DP ETF-2Y-JULY28-Ui (AJUL) in their 13F filings, down 3 from Q4 2025. 2 opened new positions and 4 sold out. The largest holders were HighTower Advisors, LLC ($6.2M), Raymond James Financial Inc. ($3.4M) and Commonwealth Equity Services, LLC ($2.8M).
- Company
- Invtr Eq DP ETF-2Y-JULY28-Ui
- Filed as
- INNOVATOR ETFS TRUST (Q1 2026)
- CUSIP
- 45783Y236
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $357K |
| Exits | 4 | $1.3M |
All 13F filers, Q4 2025 → Q1 2026: 14,061 shares bought and 84,454 shares sold, net −70,393 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| HighTower Advisors, LLC | 0.01% | Reduce -0.2% | 215,408 | $6.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.1% | 117,187 | $3.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.2% | 97,336 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -1.0% | 56,286 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -23.2% | 30,574 | $890K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 29,500 | $855K |
| Old Mission Capital LLC | 0.02% | Reduce -25.9% | 28,661 | $831K |
| AE Wealth Management LLC | 0.00% | Reduce -0.1% | 27,020 | $783K |
| MTM Financial Group, LLC | 0.31% | Reduce -6.4% | 22,662 | $657K |
| Syntegra Private Wealth Group, LLC | 0.06% | No change | 20,353 | $590K |
| Waverly Advisors, LLC | 0.00% | No change | 20,349 | $590K |
| Maia Wealth LLC | 0.09% | Add +0.1% | 19,220 | $557K |
| Brookstone Capital Management | 0.01% | Reduce -24.9% | 17,960 | $521K |
| Trek Financial, LLC | 0.03% | Reduce -3.3% | 16,252 | $471K |
| Belpointe Asset Management LLC | 0.02% | Add +1.9% | 14,973 | $434K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -3.6% | 14,761 | $428K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 13,063 | $379K |
| KFG Wealth Management, LLC | 0.04% | No change | 11,417 | $331K |
| Cypress Wealth Services, LLC | 0.05% | No change | 11,357 | $329K |
| Three Seasons Wealth, LLC | 0.12% | No change | 10,520 | $305K |
| World Investment Advisors | 0.00% | No change | 10,299 | $299K |
| Cornerstone Wealth Group, LLC | 0.02% | No change | 8,960 | $265K |
| Tradition Wealth Management, LLC | 0.02% | No change | 8,307 | $241K |
| Able Wealth Management LLC | 0.06% | No change | 7,776 | $225K |
| Applied Capital LLC | 0.08% | Reduce -8.1% | 7,736 | $224K |
| Cetera Investment Advisers | 0.00% | New | 7,180 | $208K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.06% | Reduce -5.1% | 6,997 | $203K |
| Barclays PLC | 0.00% | Add +23.1% | 6,331 | $184K |
| TopTier Wealth Management, LLC | 0.09% | New | 5,131 | $149K |
| CoreCap Advisors, LLC | 0.00% | No change | 4,927 | $143K |
| Bullseye Investment Management, LLC | 0.07% | No change | 4,550 | $132K |
| Centaurus Financial, Inc. | 0.01% | Reduce -6.8% | 3,864 | $112K |
| Cwm, LLC | 0.00% | Reduce -0.1% | 3,143 | $91K |
| Osaic Holdings, Inc. | 0.00% | Reduce -33.8% | 2,250 | $65K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 2,128 | $62K |
| Harbour Investments, Inc. | 0.00% | No change | 1,238 | $36K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,150 | $33K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 1,000 | $29K |
| Spire Wealth Management | 0.00% | No change | 962 | $28K |
| UBS Group AG | 0.00% | Add +48.5% | 854 | $25K |
| IFP Advisors, Inc | 0.00% | No change | 705 | $20K |
| 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.