Invtr Eq D Di 10 B ETF - JulDDTLETF

13F holders, Q4 2025 (December 31)
37holders −1
6new positions
8sold out
$20.93avg. 13F price*

At the end of Q4 2025, 37 institutions reported holding Invtr Eq D Di 10 B ETF - Jul (DDTL) in their 13F filings, down 1 from Q3 2025. 6 opened new positions and 8 sold out. The largest holders were Gradient Investments LLC ($38.1M), Investment Management Corp. /Va/ ($9.8M) and Safe Harbor Wealth Advisors, LLC ($8.0M).

Company
Invtr Eq D Di 10 B ETF - Jul
Filed as
INNOVATOR ETFS TRUST (Q4 2025)
CUSIP
45784N510
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q3 2025: 38Q3 2025Q4 2025: 37Q4 2025Q1 2026: 37Q1 2026Q2 2026: 36Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions6$2.3M
Exits8$5.0M

All 13F filers, Q3 2025 → Q4 2025: 256,508 shares bought and 260,768 shares sold, net −4,260 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 37 holders

Gradient Investments LLC 0.60% Add +2.2% 1,818,559 $38.1M
Investment Management Corp. /Va/ 8.25% Reduce -0.9% 470,115 $9.8M
Safe Harbor Wealth Advisors, LLC 7.77% — 383,250 $8.0M
Commonwealth Equity Services, LLC 0.01% Add +5.1% 249,055 $5.2M
Southland Equity Partners LLC 0.64% Add +1.3% 153,914 $3.2M
MTM Financial Group, LLC 1.33% Add +19.3% 132,802 $2.8M
Brookstone Capital Management 0.02% Reduce -5.1% 84,722 $1.8M
Pinnacle Wealth Management Group, Inc. 0.85% No change 81,285 $1.7M
World Equity Group, Inc. 0.41% Add +310.8% 70,154 $1.5M
Farther Finance Advisors, LLC 0.02% New 69,561 $1.5M
Corrado Advisors, LLC 0.63% Reduce -0.3% 59,948 $1.3M
CreativeOne Wealth, LLC 0.03% Reduce -4.0% 50,874 $1.1M
Dynamic Advisor Solutions LLC 0.03% No change 47,298 $990K
Atria Investments, Inc 0.01% New 38,791 $812K
Stratos Wealth Advisors, LLC 0.04% Reduce -5.3% 35,500 $743K
Susquehanna International Group, LLP 0.00% Add +103.6% 28,281 $592K
Brown Financial Advisors 0.17% Reduce -4.9% 22,368 $468K
Sagespring Wealth Partners, LLC 0.01% No change 19,324 $404K
Weaver Consulting Group 0.10% No change 18,583 $389K
Cetera Investment Advisers 0.00% Add +2.3% 17,921 $375K
Paladin Wealth, LLC 0.24% Reduce -4.8% 16,734 $350K
Cambridge Investment Research Advisors, Inc. 0.00% Add +19.7% 15,677 $328K
Diligent Investors, LLC 0.07% No change 14,200 $297K
IFP Advisors, Inc 0.01% Reduce -2.1% 14,194 $297K
Mattson Financial Services, LLC 0.06% Reduce -8.3% 12,843 $269K
Strategic Blueprint, LLC 0.02% No change 12,195 $255K
A4 Wealth Advisors LLC 0.21% Reduce -3.9% 11,833 $248K
Occidental Asset Management, LLC 0.03% No change 10,450 $219K
Red Reef Advisors LLC 0.13% — 6,081 $127K
Harbour Investments, Inc. 0.00% No change 4,478 $94K
DHJJ Financial Advisors, Ltd. 0.01% No change 2,059 $43K
Kestra Advisory Services, LLC 0.00% New 1,845 $39K
Physician Wealth Advisors, Inc. 0.00% No change 900 $19K
AE Wealth Management LLC 0.00% No change 592 $12K
UBS Group AG 0.00% New 352 $7K
Royal Bank of Canada 0.00% New 197 $4K
JPMorgan Chase & Co. 0.00% New 14 $293

"% of holder's portfolio" is DDTL's weight in each manager's 13F, not the share of Invtr Eq D Di 10 B ETF - Jul the manager owns.