In Equ D PR ETF - 2 Y O 2026AOCTETF
13F holders, Q1 2025 (March 31)44holders +20
20new positions
0sold out
$24.83avg. 13F price*
At the end of Q1 2025, 44 institutions reported holding In Equ D PR ETF - 2 Y O 2026 (AOCT) in their 13F filings, up 20 from Q4 2024. 20 opened new positions and 0 sold out. The largest holders were Legacy CG, LLC ($16.7M), Raymond James Financial Inc. ($4.9M) and Atria Investments, Inc ($3.2M).
- Company
- In Equ D PR ETF - 2 Y O 2026
- Filed as
- INNOVATOR ETFS TRUST (Q1 2025)
- CUSIP
- 45784N601
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $12.6M |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 543,713 shares bought and 101,590 shares sold, net +442,123 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| Legacy CG, LLC | 5.41% | Add +0.8% | 674,590 | $16.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.3% | 198,032 | $4.9M |
| Atria Investments, Inc | 0.04% | New | 128,043 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -44.3% | 112,554 | $2.8M |
| Brookstone Capital Management | 0.04% | New | 100,484 | $2.5M |
| AE Wealth Management LLC | 0.02% | Add +13.3% | 94,906 | $2.4M |
| HighTower Advisors, LLC | 0.00% | No change | 69,453 | $1.7M |
| Fort Washington Investment Advisors Inc. | 0.01% | No change | 59,500 | $1.5M |
| Howard Bailey Securities, LLC | 0.33% | New | 39,979 | $993K |
| Cetera Investment Advisers | 0.00% | Add +55.2% | 37,717 | $936K |
| Susquehanna International Group, LLP | 0.00% | New | 36,815 | $914K |
| Tradition Wealth Management, LLC | 0.08% | Reduce -0.3% | 35,705 | $886K |
| Bison Wealth, LLC | 0.08% | New | 34,308 | $852K |
| Capasso Planning Partners LLC | 0.33% | Reduce -0.4% | 31,452 | $781K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.3% | 27,790 | $690K |
| Old Mission Capital LLC | 0.01% | New | 25,755 | $639K |
| John W. Brooker & Co., CPAs | 0.25% | No change | 24,600 | $611K |
| Atlantic Private Wealth, LLC | 0.42% | New | 22,665 | $563K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 21,838 | $542K |
| Orion Portfolio Solutions, LLC | 0.01% | New | 21,838 | $542K |
| Jane Street Group, LLC | 0.00% | New | 18,655 | $463K |
| MTM Financial Group, LLC | 0.26% | No change | 17,690 | $439K |
| Gill Capital Partners, LLC | 0.14% | New | 16,462 | $409K |
| IFG Advisors, LLC | 0.08% | No change | 16,090 | $399K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.11% | Reduce -6.7% | 12,525 | $311K |
| KFG Wealth Management, LLC | 0.06% | Reduce -3.2% | 12,259 | $304K |
| WealthShield Partners, LLC | 0.04% | Add +12.6% | 11,910 | $296K |
| Syntegra Private Wealth Group, LLC | 0.03% | No change | 11,735 | $291K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 10,450 | $259K |
| Independent Financial Group, LLC | 0.01% | No change | 10,000 | $248K |
| Encompass More Asset Management | 0.07% | New | 9,503 | $236K |
| Cypress Wealth Services, LLC | 0.05% | No change | 9,056 | $225K |
| Triad Wealth Partners, LLC | 0.06% | New | 8,353 | $207K |
| Harbour Investments, Inc. | 0.00% | Add +34.0% | 6,889 | $173K |
| Bellwether Advisors, LLC | 0.03% | No change | 6,538 | $162K |
| Barclays PLC | 0.00% | New | 4,641 | $115K |
| CoreCap Advisors, LLC | 0.00% | New | 4,062 | $101K |
| Wood Tarver Financial Group, LLC | 0.03% | New | 3,248 | $81K |
| Cwm, LLC | 0.00% | Add +164.4% | 3,168 | $79K |
| Principal Securities, Inc. | 0.00% | No change | 2,956 | $73K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,662 | $66K |
| Osaic Holdings, Inc. | 0.00% | New | 700 | $17K |
| IFP Advisors, Inc | 0.00% | New | 500 | $12K |
| Park Square Financial Group, LLC | 0.00% | New | 137 | $3K |
"% 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.