Invtr Eq D Di 15 B ETF - JulDDFLETF

13F holders, Q1 2026 (March 31)
47holders −3
4new positions
7sold out
$20.55avg. 13F price*

At the end of Q1 2026, 47 institutions reported holding Invtr Eq D Di 15 B ETF - Jul (DDFL) in their 13F filings, down 3 from Q4 2025. 4 opened new positions and 7 sold out. The largest holders were Commonwealth Equity Services, LLC ($4.4M), Harbour Investments, Inc. ($4.1M) and Southland Equity Partners LLC ($3.5M).

Company
Invtr Eq D Di 15 B ETF - Jul
Filed as
INNOVATOR ETFS TRUST (Q1 2026)
CUSIP
45784N536
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q2 2025: 1Q2 2025Q3 2025: 48Q3 2025Q4 2025: 50Q4 2025Q1 2026: 47Q1 2026Q2 2026: 50Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions4$305K
Exits7$1.9M

All 13F filers, Q4 2025 → Q1 2026: 119,685 shares bought and 285,945 shares sold, net −166,260 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 47 holders

Commonwealth Equity Services, LLC 0.01% Add +0.0% 211,885 $4.4M
Harbour Investments, Inc. 0.06% Add +19.5% 200,098 $4.1M
Southland Equity Partners LLC 0.68% No change 169,864 $3.5M
Sigma Planning Corp 0.09% Reduce -0.8% 149,110 $3.1M
Corrado Advisors, LLC 1.45% Reduce -2.5% 135,434 $2.8M
Welch Financial Planning, LLC 1.83% Reduce -0.5% 123,676 $2.5M
Diligent Investors, LLC 0.57% Reduce -4.3% 111,008 $2.3M
Farther Finance Advisors, LLC 0.01% Add +486.1% 74,711 $1.5M
Retirement Guys Formula LLC 0.55% Reduce -10.7% 57,715 $1.2M
NewEdge Advisors, LLC 0.00% Add +1.8% 57,345 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Add +2.1% 49,728 $1.0M
World Investment Advisors 0.02% Reduce -1.5% 47,126 $968K
Cetera Investment Advisers 0.00% Add +4.6% 45,771 $940K
SeaCrest Wealth Management, LLC 0.10% No change 45,328 $931K
KFG Wealth Management, LLC 0.12% Reduce -0.9% 44,438 $913K
Silver Oak Securities, Incorporated 0.06% Reduce -1.0% 39,069 $803K
ACT Advisors, LLC. 0.33% No change 37,813 $777K
Benjamin Edwards Inc. 0.01% Reduce -31.7% 36,380 $747K
Composition Wealth, LLC 0.01% No change 31,720 $652K
Strategic Blueprint, LLC 0.04% No change 31,513 $647K
Kestra Advisory Services, LLC 0.00% No change 27,323 $561K
BIP Wealth, LLC 0.02% Reduce -1.6% 26,683 $548K
Envestnet Asset Management Inc. 0.00% Reduce -0.8% 26,294 $540K
Red Crane Wealth Management, LLC 0.44% Reduce -2.4% 26,104 $536K
Dynamic Advisor Solutions LLC 0.02% No change 25,075 $515K
Independent Financial Group, LLC 0.01% Reduce -2.5% 23,023 $473K
Castle Rock Wealth Management, LLC 0.08% No change 19,019 $392K
Susquehanna International Group, LLP 0.00% Reduce -31.1% 17,019 $350K
HBW Advisory Services LLC 0.03% Reduce -1.2% 13,582 $279K
Pinnacle Wealth Management Group, Inc. 0.13% No change 12,630 $259K
Gallagher Fiduciary Advisors, LLC 0.01% No change 11,659 $240K
Trek Financial, LLC 0.01% No change 11,377 $234K
IFP Advisors, Inc 0.00% Reduce -92.9% 11,120 $228K
Core Wealth Advisors, Inc. 0.05% New 10,937 $225K
Old Mission Capital LLC 0.01% Reduce -50.3% 10,317 $212K
Evolution Wealth Management Inc. 0.11% No change 7,279 $150K
Barclays PLC 0.00% Add +626.1% 6,433 $132K
Red Reef Advisors LLC 0.12% No change 5,708 $117K
Physician Wealth Advisors, Inc. 0.01% No change 4,294 $88K
DHJJ Financial Advisors, Ltd. 0.02% Add +15.9% 3,643 $75K
Rothschild Investment LLC 0.00% No change 2,500 $51K
Guardian Wealth Advisors, LLC / NC 0.00% New 1,750 $36K
Aptus Capital Advisors, LLC 0.00% No change 1,750 $36K
Advisory Services Network, LLC 0.00% New 1,700 $35K
Noble Wealth Management PBC 0.01% Reduce -2.7% 720 $15K
UBS Group AG 0.00% New 477 $10K
Gilpin Wealth Management, LLC 0.01% No change 400 $8K

"% of holder's portfolio" is DDFL's weight in each manager's 13F, not the share of Invtr Eq D Di 15 B ETF - Jul the manager owns.