In Equ D PR ETF - 2 Y O 2026AOCTETF

13F holders, Q1 2026 (March 31)
38holders +5
7new positions
1sold out
$26.45avg. 13F price*

At the end of Q1 2026, 38 institutions reported holding In Equ D PR ETF - 2 Y O 2026 (AOCT) in their 13F filings, up 5 from Q4 2025. 7 opened new positions and 1 sold out. The largest holders were Legacy CG, LLC ($17.8M), Raymond James Financial Inc. ($3.7M) and Commonwealth Equity Services, LLC ($2.8M).

Company
In Equ D PR ETF - 2 Y O 2026
Filed as
INNOVATOR ETFS TRUST (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions7$2.1M
Exits1$143K

All 13F filers, Q4 2025 → Q1 2026: 103,225 shares bought and 89,077 shares sold, net +14,148 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 38 holders

Legacy CG, LLC 4.94% Add +2.1% 672,374 $17.8M
Raymond James Financial Inc. 0.00% Reduce -24.5% 138,711 $3.7M
Commonwealth Equity Services, LLC 0.00% Reduce -0.6% 104,148 $2.8M
Brookstone Capital Management 0.02% Reduce -6.6% 76,331 $2.0M
HighTower Advisors, LLC 0.00% No change 64,656 $1.7M
Old Mission Capital LLC 0.03% New 40,429 $1.1M
Tradition Wealth Management, LLC 0.07% Reduce -1.1% 39,088 $1.0M
Continuum Wealth Advisors, LLC 0.30% No change 27,024 $715K
Allworth Financial LP 0.00% Reduce -40.7% 25,880 $685K
Cetera Investment Advisers 0.00% Add +0.7% 25,710 $680K
Selby Wealth Management, LLC 0.26% No change 24,600 $651K
Capasso Planning Partners LLC 0.35% Reduce -20.4% 24,460 $647K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -19.7% 20,452 $541K
KFG Wealth Management, LLC 0.06% No change 18,799 $497K
JPMorgan Chase & Co. 0.00% Add +34.8% 18,429 $484K
MTM Financial Group, LLC 0.22% Reduce -1.3% 17,772 $470K
Susquehanna International Group, LLP 0.00% New 15,869 $420K
Concurrent Investment Advisors, LLC 0.00% New 12,424 $329K
Syntegra Private Wealth Group, LLC 0.03% No change 11,735 $310K
AE Wealth Management LLC 0.00% Reduce -2.7% 11,640 $308K
Comprehensive Financial Consultants Institutional, Inc. 0.09% No change 11,391 $301K
Independent Financial Group, LLC 0.01% No change 10,000 $265K
LPL Financial LLC 0.00% Add +25.7% 9,784 $259K
Cypress Wealth Services, LLC 0.03% No change 9,056 $240K
WealthShield Partners, LLC 0.02% No change 7,730 $205K
Barclays PLC 0.00% New 7,308 $193K
Steward Partners Investment Advisory, LLC 0.00% Reduce -3.7% 6,863 $182K
Osaic Holdings, Inc. 0.00% Add +640.0% 3,700 $98K
CoreCap Advisors, LLC 0.00% No change 3,675 $97K
Cwm, LLC 0.00% No change 3,112 $82K
St Germain D J Co. Inc. 0.00% No change 1,977 $52K
UBS Group AG 0.00% Reduce -48.8% 1,861 $49K
Ashton Thomas Private Wealth, LLC 0.00% New 1,462 $39K
Advisory Services Network, LLC 0.00% New 1,011 $27K
Bullseye Investment Management, LLC 0.01% No change 984 $26K
IFP Advisors, Inc 0.00% Reduce -50.0% 600 $16K
TopTier Wealth Management, LLC 0.01% New 404 $11K
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.