Invtr Eq DD 10 Buf ETF NovDDTN ETF 13F holders, Q4 2025 (December 31) 20 holders
$19.22 avg. 13F price*
At the end of Q4 2025 , 20 institutions reported holding Invtr Eq DD 10 Buf ETF Nov (DDTN) in their 13F filings. The largest holders were Goldenstone Wealth Management LLC ($14.8M), Wealth Enhancement Advisory Services, LLC ($10.6M) and Truist Financial Corp. ($1.2M).
Company Invtr Eq DD 10 Buf ETF Nov
Filed as INNOVATOR ETFS TRUST (Q4 2025)
CUSIP 45784N460
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q4 2025 Institutions Total Value New Positions 19 $17.5M Exits 0 $0
Ownership 20 holders Portfolio Manager % of Holder's Portfolio Change Shares Value ▼ Goldenstone Wealth Management LLC 11.09% — 773,445 $14.8M Wealth Enhancement Advisory Services, LLC 0.01% New 547,061 $10.6M Truist Financial Corp. 0.00% New 61,454 $1.2M Envestnet Asset Management Inc. 0.00% New 61,454 $1.2M Southland Equity Partners LLC 0.23% New 61,009 $1.2M Commonwealth Equity Services, LLC 0.00% New 58,178 $1.1M Brookstone Capital Management 0.00% New 20,275 $389K IFP Advisors, Inc 0.01% New 15,345 $294K Independent Financial Group, LLC 0.01% New 15,195 $291K Jane Street Group, LLC 0.00% New 15,174 $291K Hiley Hunt Wealth Management 0.11% New 12,730 $244K Elmwood Wealth Management, Inc. 0.06% New 10,532 $202K Merit Financial Group, LLC 0.00% New 10,250 $196K Harbour Investments, Inc. 0.00% New 7,739 $148K Woodard & Co. Asset Management Group Inc. 0.01% New 4,600 $88K Steward Partners Investment Advisory, LLC 0.00% New 3,185 $61K DHJJ Financial Advisors, Ltd. 0.02% New 2,525 $48K Archer Investment Corp 0.01% New 1,576 $30K Royal Bank of Canada 0.00% New 1,025 $20K UBS Group AG 0.00% New 235 $5K
"% of holder's portfolio" is DDTN's weight in each manager's 13F, not the share of Invtr Eq DD 10 Buf ETF Nov the manager owns.