In Equ D PR ETF - 2 Y O 2026AOCTETF

13F holders, Q3 2025 (September 30)
39holders
9new positions
9sold out
$26.26avg. 13F price*

At the end of Q3 2025, 39 institutions reported holding In Equ D PR ETF - 2 Y O 2026 (AOCT) in their 13F filings, unchanged from Q2 2025. 9 opened new positions and 9 sold out. The largest holders were Legacy CG, LLC ($17.6M), Raymond James Financial Inc. ($5.0M) and Commonwealth Equity Services, LLC ($2.8M).

Company
In Equ D PR ETF - 2 Y O 2026
Filed as
INNOVATOR ETFS TRUST (Q3 2025)
CUSIP
45784N601
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q4 2024: 24Q4 2024Q1 2025: 44Q1 2025Q2 2025: 39Q2 2025Q3 2025: 39Q3 2025Q4 2025: 33Q4 2025Q1 2026: 38Q1 2026Q2 2026: 36Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions9$2.0M
Exits9$7.0M

All 13F filers, Q2 2025 → Q3 2025: 161,134 shares bought and 397,414 shares sold, net −236,280 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 39 holders

Legacy CG, LLC 4.97% Add +0.5% 671,518 $17.6M
Raymond James Financial Inc. 0.00% Reduce -5.4% 191,072 $5.0M
Commonwealth Equity Services, LLC 0.00% Reduce -5.1% 106,500 $2.8M
Brookstone Capital Management 0.03% Reduce -1.1% 97,746 $2.6M
Cwm, LLC 0.01% Add +63.1% 82,810 $2.2M
HighTower Advisors, LLC 0.00% Add +0.3% 67,669 $1.8M
Tradition Wealth Management, LLC 0.07% No change 35,705 $938K
Ashton Thomas Private Wealth, LLC 0.02% Add +177.2% 33,057 $868K
Continuum Wealth Advisors, LLC 0.35% New 31,043 $815K
Capasso Planning Partners LLC 0.50% Reduce -0.0% 30,852 $810K
Susquehanna International Group, LLP 0.00% Reduce -1.7% 30,819 $809K
Cambridge Investment Research Advisors, Inc. 0.00% Add +4.9% 29,372 $771K
Cetera Investment Advisers 0.00% Reduce -10.9% 28,876 $758K
Triad Wealth Partners, LLC 0.09% Add +71.2% 26,050 $684K
Orion Porfolio Solutions, LLC 0.01% Add +5.3% 25,332 $665K
Encompass More Asset Management 0.11% Add +36.7% 21,791 $572K
KFG Wealth Management, LLC 0.07% No change 19,456 $511K
MTM Financial Group, LLC 0.23% No change 17,866 $469K
Ausdal Financial Partners, Inc. 0.02% New 12,397 $326K
AE Wealth Management LLC 0.00% Reduce -89.1% 11,960 $314K
Syntegra Private Wealth Group, LLC 0.03% No change 11,735 $308K
Old Mission Capital LLC 0.01% New 11,431 $300K
Comprehensive Financial Consultants Institutional, Inc. 0.09% Reduce -0.7% 11,391 $299K
Independent Financial Group, LLC 0.01% No change 10,000 $263K
Envestnet Asset Management Inc. 0.00% New 9,913 $260K
Cypress Wealth Services, LLC 0.04% No change 9,056 $238K
Gill Capital Partners, LLC 0.07% Reduce -41.1% 9,035 $237K
LPL Financial LLC 0.00% New 7,800 $205K
WealthShield Partners, LLC 0.02% Add +24.5% 7,730 $203K
Steward Partners Investment Advisory, LLC 0.00% Add +388.7% 7,125 $187K
Harbour Investments, Inc. 0.00% No change 6,889 $179K
CoreCap Advisors, LLC 0.00% No change 3,675 $96K
Principal Securities, Inc. 0.00% No change 2,956 $78K
Global Retirement Partners, LLC 0.00% New 2,297 $60K
JPMorgan Chase & Co. 0.00% New 1,467 $39K
Advisory Services Network, LLC 0.00% New 1,011 $27K
IFP Advisors, Inc 0.00% Add +40.0% 700 $18K
Osaic Holdings, Inc. 0.00% Reduce -16.7% 500 $13K
Morgan Stanley 0.00% New 176 $5K

"% 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.