In Equ D PR ETF - 2 Y O 2026AOCT ETF 13F holders, Q4 2024 (December 31) 24 holders
$24.86 avg. 13F price*
At the end of Q4 2024 , 24 institutions reported holding In Equ D PR ETF - 2 Y O 2026 (AOCT) in their 13F filings. The largest holders were Legacy CG, LLC ($16.6M), Raymond James Financial Inc. ($5.1M) and Commonwealth Equity Services, LLC ($5.0M).
Company In Equ D PR ETF - 2 Y O 2026
Filed as INNOVATOR ETFS TRUST (Q4 2024)
CUSIP 45784N601
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q4 2024 Institutions Total Value New Positions 24 $33.5M Exits 0 $0
Ownership 24 holders Portfolio Manager % of Holder's Portfolio Change Shares Value ▼ Legacy CG, LLC 5.10% New 668,894 $16.6M Raymond James Financial Inc. 0.00% — 206,855 $5.1M Commonwealth Equity Services, LLC 0.01% New 202,220 $5.0M AE Wealth Management LLC 0.02% New 83,790 $2.1M HighTower Advisors, LLC 0.00% New 69,453 $1.7M Fort Washington Investment Advisors Inc. 0.01% New 59,500 $1.5M Tradition Wealth Management, LLC 0.08% New 35,812 $890K Capasso Planning Partners LLC 0.31% New 31,587 $785K Cambridge Investment Research Advisors, Inc. 0.00% New 29,353 $730K John W. Brooker & Co., CPAs 0.26% New 24,600 $612K Cetera Investment Advisers 0.00% New 24,304 $604K MTM Financial Group, LLC 0.26% New 17,690 $440K IFG Advisors, LLC 0.08% New 16,090 $400K Comprehensive Financial Consultants Institutional, Inc. 0.12% New 13,419 $334K KFG Wealth Management, LLC 0.06% New 12,661 $315K Syntegra Private Wealth Group, LLC 0.03% New 11,735 $292K WealthShield Partners, LLC 0.04% New 10,576 $263K Independent Financial Group, LLC 0.01% New 10,000 $249K Cypress Wealth Services, LLC 0.05% New 9,056 $225K Bellwether Advisors, LLC 0.03% New 6,538 $163K Harbour Investments, Inc. 0.00% New 5,141 $131K Principal Securities, Inc. 0.00% New 2,956 $73K Steward Partners Investment Advisory, LLC 0.00% New 2,662 $66K Cwm, LLC 0.00% New 1,198 $30K
"% of holder's portfolio" is AOCT's weight in each manager's 13F, not the share of In Equ D PR ETF - 2 Y O 2026 the manager owns.