In Equ D PR ETF - 2 Y O 2026AOCTETF
13F holders, Q4 2025 (December 31)33holders −6
4new positions
11sold out
$26.57avg. 13F price*
At the end of Q4 2025, 33 institutions reported holding In Equ D PR ETF - 2 Y O 2026 (AOCT) in their 13F filings, down 6 from Q3 2025. 4 opened new positions and 11 sold out. The largest holders were Legacy CG, LLC ($17.5M), Raymond James Financial Inc. ($4.9M) and Commonwealth Equity Services, LLC ($2.8M).
- Company
- In Equ D PR ETF - 2 Y O 2026
- Filed as
- INNOVATOR ETFS TRUST (Q4 2025)
- CUSIP
- 45784N601
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.3M |
| Exits | 11 | $4.8M |
All 13F filers, Q3 2025 → Q4 2025: 66,881 shares bought and 319,386 shares sold, net −252,505 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| Legacy CG, LLC | 4.90% | Reduce -2.0% | 658,204 | $17.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.9% | 183,636 | $4.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.6% | 104,749 | $2.8M |
| Brookstone Capital Management | 0.02% | Reduce -16.4% | 81,736 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -4.5% | 64,656 | $1.7M |
| Allworth Financial LP | 0.00% | New | 43,636 | $1.2M |
| Tradition Wealth Management, LLC | 0.08% | Add +10.6% | 39,505 | $1.0M |
| Capasso Planning Partners LLC | 0.45% | Reduce -0.4% | 30,738 | $817K |
| Continuum Wealth Advisors, LLC | 0.28% | Reduce -12.9% | 27,024 | $718K |
| Cetera Investment Advisers | 0.00% | Reduce -11.6% | 25,522 | $678K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -13.3% | 25,474 | $677K |
| Selby Wealth Management, LLC | 0.26% | — | 24,600 | $654K |
| KFG Wealth Management, LLC | 0.07% | Reduce -3.4% | 18,799 | $499K |
| MTM Financial Group, LLC | 0.23% | Add +0.8% | 18,014 | $479K |
| JPMorgan Chase & Co. | 0.00% | Add +831.8% | 13,669 | $363K |
| AE Wealth Management LLC | 0.00% | No change | 11,960 | $318K |
| Syntegra Private Wealth Group, LLC | 0.03% | No change | 11,735 | $312K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.09% | No change | 11,391 | $303K |
| Independent Financial Group, LLC | 0.01% | No change | 10,000 | $266K |
| Cypress Wealth Services, LLC | 0.03% | No change | 9,056 | $241K |
| LPL Financial LLC | 0.00% | Reduce -0.2% | 7,784 | $207K |
| WealthShield Partners, LLC | 0.02% | No change | 7,730 | $205K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 7,125 | $189K |
| Harbour Investments, Inc. | 0.00% | Reduce -20.5% | 5,476 | $143K |
| CoreCap Advisors, LLC | 0.00% | No change | 3,675 | $98K |
| UBS Group AG | 0.00% | New | 3,634 | $97K |
| Cwm, LLC | 0.00% | Reduce -96.2% | 3,112 | $83K |
| St Germain D J Co. Inc. | 0.00% | New | 1,977 | $53K |
| Global Retirement Partners, LLC | 0.00% | Reduce -39.2% | 1,396 | $37K |
| IFP Advisors, Inc | 0.00% | Add +71.4% | 1,200 | $32K |
| Bullseye Investment Management, LLC | 0.01% | New | 984 | $26K |
| Osaic Holdings, Inc. | 0.00% | No change | 500 | $13K |
| Morgan Stanley | 0.00% | No change | 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.