Innovator International DeveIJANETF

13F holders, Q1 2024 (March 31)
84holders
2famous investors
$31.11avg. 13F price*

At the end of Q1 2024, 84 institutions reported holding Innovator International Deve (IJAN) in their 13F filings. The largest holders were Gradient Investments LLC ($19.3M), Altfest L J & Co. Inc. ($12.0M) and Compass Advisory Group LLC ($11.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
Innovator International Deve
CUSIP
45782C524
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 84Q1 2024Q2 2024: 87Q2 2024Q3 2024: 90Q3 2024Q4 2024: 88Q4 2024Q1 2025: 94Q1 2025Q2 2025: 96Q2 2025Q3 2025: 93Q3 2025Q4 2025: 93Q4 2025Q1 2026: 114Q1 2026Q2 2026: 105Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions16$10.3M
Exits5$1.6M

Ownership 84 holders

Gradient Investments LLC 0.45% Add +141709.2% 615,452 $19.3M
Altfest L J & Co. Inc. 1.70% Add +3.3% 382,636 $12.0M
Compass Advisory Group LLC 4.88% Add +3.9% 352,604 $11.0M
Heck Capital Advisors, LLC 1.35% Add +0.4% 282,995 $8.9M
Blair William & Co. 0.03% Add +32.8% 274,501 $8.6M
Long Island Wealth Management, Inc. 4.58% Add +7.4% 207,493 $6.5M
HighTower Advisors, LLC 0.01% Reduce -2.2% 177,061 $5.5M
Global Strategic Investment Solutions, LLC 0.63% Reduce -8.3% 171,727 $5.4M
HFG Wealth Management, LLC 2.96% Reduce -21.9% 160,506 $5.0M
Janney Montgomery Scott LLC 0.01% Add +1331.4% 151,297 $4.7M
AdvisorNet Financial, Inc 0.40% Reduce -0.1% 132,689 $4.2M
Commonwealth Equity Services, LLC 0.01% Add +42.4% 131,326 $4.1M
SageView Advisory Group, LLC 0.17% Add +464.6% 125,342 $3.4M
Stephens Inc. 0.05% New 92,865 $2.9M
Osaic Holdings, Inc. 0.01% Add +23.6% 78,836 $2.5M
Forvis Mazars Wealth Advisors, LLC 0.06% Reduce -22.7% 74,232 $2.3M
Independent Financial Group, LLC 0.10% Add +6.6% 70,942 $2.2M
Accuvest Global Advisors 0.96% New 70,193 $2.2M
Corrado Advisors, LLC 1.26% Add +13.2% 61,072 $1.9M
My Personal CFO, LLC 1.08% No change 60,150 $1.9M
Alera Investment Advisors, LLC 0.24% Reduce -2.2% 57,862 $1.8M
Cetera Investment Advisers 0.00% Add +698.4% 56,883 $1.8M
Macroview Investment Management LLC 1.66% Reduce -1.3% 47,841 $1.5M
WPWealth LLP 0.38% Add +5.1% 47,530 $1.5M
Diligent Investors, LLC 0.33% Add +106.0% 41,770 $1.3M
IFP Advisors, Inc 0.06% Reduce -1.3% 40,109 $1.3M
DHJJ Financial Advisors, Ltd. 0.52% Add +0.9% 37,257 $1.2M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -31.3% 36,484 $1.1M
Envestnet Asset Management Inc. 0.00% Reduce -5.6% 34,696 $1.1M
Lantz Financial LLC 0.35% Add +3.1% 34,489 $1.1M
NewEdge Advisors, LLC 0.01% Add +31.7% 33,323 $1.0M
Cypress Wealth Services, LLC 0.24% No change 32,535 $1.0M
Kestra Advisory Services, LLC 0.01% Add +88.9% 32,198 $1.0M
Berger Financial Group, Inc 0.08% Add +43.0% 31,772 $994K
LPL Financial LLC 0.00% Reduce -0.3% 28,794 $901K
Susquehanna International Group, LLP 0.00% New 26,300 $823K
Strategic Blueprint, LLC 0.05% Add +41.9% 24,079 $753K
Lincoln National Corp. 0.01% Add +29.4% 22,945 $718K
Wealth Alliance, LLC 0.09% Add +82.8% 22,196 $694K
PFG Advisors 0.05% Add +186.8% 20,369 $637K
Raymond James & Associates 0.00% New 19,878 $622K
First Commonwealth Financial Corp 0.16% New 19,223 $601K
InterOcean Capital Group, LLC 0.01% New 19,141 $599K
Pillar Wealth Advisors, LLC 0.45% No change 19,069 $597K
Advus Financial Partners, LLC 0.18% Add +80.8% 18,642 $583K
Avantax Advisory Services, Inc. 0.00% Add +41.6% 17,609 $551K
Castle Wealth Management LLC 0.28% Add +141.8% 17,022 $533K
WorthPointe, LLC 0.27% New 16,993 $532K
Secured Retirement Advisors, LLC 0.39% New 14,703 $460K
Tradition Wealth Management, LLC 0.04% Reduce -3.5% 13,221 $414K
BCS Wealth Management 0.13% Add +66.2% 12,895 $403K
Brookstone Capital Management 0.01% New 12,860 $402K
OneDigital Investment Advisors LLC 0.01% Reduce -7.9% 12,749 $399K
Steward Partners Investment Advisory, LLC 0.00% Add +10.0% 10,613 $332K
Mgo One Seven LLC 0.02% New 10,300 $322K
Trek Financial, LLC 0.03% Add +3.7% 10,089 $316K
Citadel Advisors 0.00% Add +16.2% 10,023 $314K
Sunbelt Securities, Inc. 0.03% Add +259.1% 9,545 $299K
Snowden Capital Advisors LLC 0.01% Add +1.8% 9,516 $298K
Avantax Planning Partners, Inc. 0.01% New 9,342 $292K
CoreCap Advisors, LLC 0.02% Add +14.9% 9,283 $290K
Fisher Asset Management 0.00% No change 8,655 $271K
BCGM Wealth Management, LLC 0.10% No change 8,654 $271K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -15.4% 8,561 $268K
Belpointe Asset Management LLC 0.02% Add +7.7% 8,354 $261K
Summit Wealth Partners, LLC 0.06% Add +1.7% 8,302 $260K
Composition Wealth, LLC 0.01% Reduce -17.6% 8,263 $259K
Truist Financial Corp. 0.00% Reduce -44.5% 8,246 $258K
Kathmere Capital Management, LLC 0.03% Reduce -5.5% 8,073 $253K
Visionary Wealth Advisors 0.02% New 7,988 $250K
Gill Capital Partners, LLC 0.09% No change 7,471 $230K
Cambridge Investment Research Advisors, Inc. 0.00% New 7,341 $230K
Collaborative Wealth Managment Inc. 0.11% Reduce -43.8% 7,030 $220K
Arlington Capital Management, Inc. 0.18% Reduce -1.1% 6,912 $216K
Clear Point Advisors Inc. 0.14% Add +45.4% 5,262 $165K
Bank of Montreal 0.00% Add +40.0% 2,800 $88K
EverSource Wealth Advisors, LLC 0.01% New 2,787 $86K
TFO Wealth Partners, LLC 0.01% No change 2,446 $77K
Principal Securities, Inc. 0.00% Add +154.9% 2,218 $69K
Harbour Investments, Inc. 0.00% Add +13.9% 1,822 $57K
Allworth Financial LP 0.00% Reduce -23.3% 1,337 $42K
Cwm, LLC 0.00% No change 655 $20K
Creative Financial Designs Inc. 0.00% New 300 $9K
JPMorgan Chase & Co. 0.00% New 10,107 $316

"% of holder's portfolio" is IJAN's weight in each manager's 13F, not the share of Innovator International Deve the manager owns.