Innovator Grad Tact RotationIGTRETF
13F holders, Q3 2024 (September 30)14holders +1
1new positions
2sold out
$28.31avg. 13F price*
At the end of Q3 2024, 14 institutions reported holding Innovator Grad Tact Rotation (IGTR) in their 13F filings, up 1 from Q2 2024. 1 opened new positions and 2 sold out. The largest holders were Gradient Investments LLC ($149.1M), Orion Porfolio Solutions, LLC ($4.4M) and Orion Portfolio Solutions, LLC ($4.4M).
- Company
- Innovator Grad Tact Rotation
- CUSIP
- 45783Y665
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $9K |
| Exits | 2 | $808K |
All 13F filers, Q2 2024 → Q3 2024: 131,908 shares bought and 556,928 shares sold, net −425,020 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Gradient Investments LLC | 3.11% | Reduce -7.8% | 5,267,239 | $149.1M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +11.5% | 156,629 | $4.4M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +11.5% | 156,629 | $4.4M |
| Copley Financial Group, Inc. | 3.18% | — | 123,602 | $3.5M |
| Brown Financial Advisors | 1.28% | Add +897.1% | 110,211 | $3.1M |
| Jane Street Group, LLC | 0.00% | Reduce -15.6% | 81,103 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -59.2% | 43,854 | $1.2M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -3.2% | 39,794 | $1.1M |
| Aptus Capital Advisors, LLC | 0.01% | No change | 21,195 | $600K |
| Paladin Wealth, LLC | 0.26% | — | 10,614 | $301K |
| Harbour Investments, Inc. | 0.00% | Reduce -1.9% | 5,265 | $149K |
| Mattson Financial Services, LLC | 0.04% | No change | 3,968 | $109K |
| UBS Group AG | 0.00% | New | 318 | $9K |
| Sunbelt Securities, Inc. | 0.00% | Add +125.0% | 180 | $5K |
"% of holder's portfolio" is IGTR's weight in each manager's 13F, not the share of Innovator Grad Tact Rotation the manager owns.