In Equ D PR ETF - 2 Y O 2026AOCTETF
13F holders, Q2 2025 (June 30)39holders −5
1new positions
5sold out
$25.71avg. 13F price*
At the end of Q2 2025, 39 institutions reported holding In Equ D PR ETF - 2 Y O 2026 (AOCT) in their 13F filings, down 5 from Q1 2025. 1 opened new positions and 5 sold out. The largest holders were Legacy CG, LLC ($17.2M), Raymond James Financial Inc. ($5.2M) and Atria Investments, Inc ($3.5M).
- Company
- In Equ D PR ETF - 2 Y O 2026
- Filed as
- INNOVATOR ETFS TRUST (Q2 2025)
- CUSIP
- 45784N601
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $866K |
| Exits | 5 | $3.8M |
All 13F filers, Q1 2025 → Q2 2025: 137,296 shares bought and 190,613 shares sold, net −53,317 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| Legacy CG, LLC | 5.12% | Reduce -1.0% | 668,011 | $17.2M |
| Raymond James Financial Inc. | 0.00% | Add +2.0% | 201,946 | $5.2M |
| Atria Investments, Inc | 0.04% | Add +5.7% | 135,337 | $3.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.3% | 112,269 | $2.9M |
| AE Wealth Management LLC | 0.02% | Add +15.5% | 109,641 | $2.8M |
| Brookstone Capital Management | 0.03% | Reduce -1.6% | 98,884 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.9% | 67,466 | $1.7M |
| Cwm, LLC | 0.00% | Add +1503.0% | 50,784 | $1.3M |
| Howard Bailey Securities, LLC | 0.34% | Add +6.0% | 42,369 | $1.1M |
| Bison Wealth, LLC | 0.07% | Add +7.5% | 36,890 | $949K |
| Tradition Wealth Management, LLC | 0.07% | No change | 35,705 | $918K |
| Csenge Advisory Group | 0.05% | New | 34,198 | $866K |
| Cetera Investment Advisers | 0.00% | Reduce -14.1% | 32,399 | $833K |
| Susquehanna International Group, LLP | 0.00% | Reduce -14.8% | 31,365 | $806K |
| Capasso Planning Partners LLC | 0.45% | Reduce -1.9% | 30,857 | $793K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.7% | 27,995 | $720K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +10.1% | 24,046 | $618K |
| KFG Wealth Management, LLC | 0.08% | Add +58.7% | 19,456 | $500K |
| MTM Financial Group, LLC | 0.25% | Add +1.0% | 17,866 | $459K |
| IFG Advisors, LLC | 0.07% | No change | 16,090 | $414K |
| Encompass More Asset Management | 0.10% | Add +67.8% | 15,943 | $410K |
| Gill Capital Partners, LLC | 0.13% | Reduce -6.8% | 15,344 | $395K |
| Triad Wealth Partners, LLC | 0.08% | Add +82.2% | 15,218 | $391K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +14.1% | 11,926 | $307K |
| Syntegra Private Wealth Group, LLC | 0.03% | No change | 11,735 | $302K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.10% | Reduce -8.4% | 11,469 | $295K |
| Independent Financial Group, LLC | 0.01% | No change | 10,000 | $257K |
| Cypress Wealth Services, LLC | 0.04% | No change | 9,056 | $233K |
| Harbour Investments, Inc. | 0.00% | No change | 6,889 | $176K |
| WealthShield Partners, LLC | 0.02% | Reduce -47.9% | 6,208 | $160K |
| CoreCap Advisors, LLC | 0.00% | Reduce -9.5% | 3,675 | $94K |
| Barclays PLC | 0.00% | Reduce -35.4% | 2,999 | $77K |
| Principal Securities, Inc. | 0.00% | No change | 2,956 | $76K |
| Bellwether Advisors, LLC | 0.01% | Reduce -61.8% | 2,500 | $64K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -45.2% | 1,458 | $37K |
| Wood Tarver Financial Group, LLC | 0.01% | Reduce -73.2% | 871 | $22K |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.3% | 600 | $15K |
| IFP Advisors, Inc | 0.00% | No change | 500 | $13K |
| Park Square Financial Group, LLC | 0.00% | No change | 137 | $4K |
"% 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.