Innovator International DeveIJULETF

13F holders, Q1 2024 (March 31)
78holders
1famous investor
$28.22avg. 13F price*

At the end of Q1 2024, 78 institutions reported holding Innovator International Deve (IJUL) in their 13F filings. The largest holders were HFG Wealth Management, LLC ($9.9M), HighTower Advisors, LLC ($7.9M) and Lantz Financial LLC ($7.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Innovator International Deve
CUSIP
45782C722
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 78Q1 2024Q2 2024: 82Q2 2024Q3 2024: 85Q3 2024Q4 2024: 87Q4 2024Q1 2025: 91Q1 2025Q2 2025: 92Q2 2025Q3 2025: 106Q3 2025Q4 2025: 111Q4 2025Q1 2026: 109Q1 2026Q2 2026: 110Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions7$6.5M
Exits12$8.0M

Ownership 78 holders

HFG Wealth Management, LLC 5.81% Add +14.1% 349,681 $9.9M
HighTower Advisors, LLC 0.01% Reduce -6.0% 279,497 $7.9M
Lantz Financial LLC 2.47% Reduce -1.0% 271,715 $7.7M
Berger Financial Group, Inc 0.59% Reduce -0.7% 252,293 $7.1M
Spectrum Investment Advisors, Inc. 4.51% Add +1.3% 216,465 $6.1M
Blair William & Co. 0.02% Reduce -5.0% 210,709 $5.9M
Commonwealth Equity Services, LLC 0.01% Reduce -2.2% 184,134 $5.2M
Global Strategic Investment Solutions, LLC 0.60% Add +1.1% 183,360 $5.2M
Osaic Holdings, Inc. 0.01% Reduce -39.3% 174,845 $4.9M
Gradient Investments LLC 0.11% Reduce -78.6% 173,346 $4.9M
Accuvest Global Advisors 1.84% New 149,212 $4.2M
Corrado Advisors, LLC 2.25% Reduce -3.2% 121,322 $3.4M
Forvis Mazars Wealth Advisors, LLC 0.07% Reduce -11.0% 98,085 $2.8M
Lincoln National Corp. 0.04% Reduce -63.7% 90,560 $2.6M
Independent Financial Group, LLC 0.10% Reduce -0.4% 77,256 $2.2M
Stratos Wealth Advisors, LLC 0.13% Add +84.0% 77,060 $2.2M
Cetera Investment Advisers 0.00% Add +562.9% 63,763 $1.8M
Cypress Wealth Services, LLC 0.38% No change 57,253 $1.6M
Old Mission Capital LLC 0.04% New 51,230 $1.4M
Strategic Blueprint, LLC 0.10% Reduce -1.3% 49,363 $1.4M
WorthPointe, LLC 0.65% Reduce -19.3% 45,835 $1.3M
Raymond James Financial Services Advisors, Inc. 0.00% Add +11.9% 45,474 $1.3M
Diligent Investors, LLC 0.32% No change 44,780 $1.3M
LPL Financial LLC 0.00% Add +4.7% 42,877 $1.2M
Long Island Wealth Management, Inc. 0.76% Reduce -16.7% 38,353 $1.1M
Envestnet Asset Management Inc. 0.00% Reduce -8.6% 33,229 $937K
Captrust Financial Advisors 0.00% Add +33.9% 31,580 $891K
Composition Wealth, LLC 0.02% Reduce -1.3% 31,476 $888K
Avantax Advisory Services, Inc. 0.01% Reduce -1.6% 28,385 $801K
Wealth Enhancement Advisory Services, LLC 0.00% No change 27,398 $773K
Ifrah Financial Services, Inc. 0.21% Add +3.2% 26,448 $746K
SageView Advisory Group, LLC 0.04% Reduce -69.0% 24,012 $746K
BCS Wealth Management 0.24% Reduce -2.4% 26,182 $739K
Janney Montgomery Scott LLC 0.00% Reduce -8.2% 24,358 $687K
Cerity Partners LLC 0.00% Reduce -12.5% 23,484 $662K
Clear Point Advisors Inc. 0.54% Reduce -0.4% 23,368 $659K
ODonnell Financial Services, LLC 0.30% Reduce -2.4% 23,335 $658K
Castle Wealth Management LLC 0.30% Reduce -25.9% 20,440 $577K
Alera Investment Advisors, LLC 0.07% Reduce -8.1% 19,165 $541K
Kestra Advisory Services, LLC 0.00% Add +27.1% 18,890 $533K
Pillar Wealth Advisors, LLC 0.39% No change 18,085 $510K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -8.9% 16,772 $473K
NewEdge Advisors, LLC 0.00% Add +96.7% 16,522 $466K
DHJJ Financial Advisors, Ltd. 0.20% Reduce -1.2% 16,375 $462K
Allworth Financial LP 0.00% Reduce -94.6% 15,496 $437K
Nations Financial Group Inc, /Ia/ 0.04% Reduce -21.9% 15,425 $435K
Tradition Wealth Management, LLC 0.04% Reduce -0.5% 15,421 $435K
JPMorgan Chase & Co. 0.00% New 14,763 $416K
HRT Financial LP 0.00% New 14,629 $412K
NorthCrest Asset Manangement, LLC 0.01% No change 12,984 $366K
Signaturefd, LLC 0.01% No change 12,533 $354K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -26.0% 11,525 $325K
Gill Capital Partners, LLC 0.12% No change 10,735 $294K
Bank of Montreal 0.00% Add +6.5% 9,800 $277K
Citadel Advisors 0.00% Add +5.0% 9,284 $262K
Bailard, Inc. 0.01% No change 8,525 $240K
Chicago Partners Investment Group LLC 0.01% No change 8,671 $239K
PCA Investment Advisory Services Inc. 0.13% Reduce -0.0% 8,469 $239K
Fragasso Financial Advisors Inc 0.02% No change 8,067 $228K
Summit Wealth Partners, LLC 0.05% Reduce -12.2% 7,983 $225K
Arlington Capital Management, Inc. 0.19% Add +0.3% 7,918 $223K
First Commonwealth Financial Corp 0.06% No change 7,908 $223K
Brookstone Capital Management 0.00% Reduce -43.0% 7,679 $217K
Kingsview Wealth Management, LLC 0.01% Reduce -2.5% 7,659 $216K
Harbour Investments, Inc. 0.01% Reduce -1.4% 5,692 $161K
Global Trust Asset Management, LLC 0.06% No change 5,000 $141K
Concourse Financial Group Securities, Inc. 0.01% No change 4,000 $113K
Cwm, LLC 0.00% No change 3,965 $112K
Sunbelt Securities, Inc. 0.01% Reduce -17.8% 3,141 $89K
Principal Securities, Inc. 0.00% Reduce -4.9% 2,711 $76K
Capital Investment Advisory Services, LLC 0.01% No change 2,275 $64K
CoreCap Advisors, LLC 0.00% New 2,113 $60K
AdvisorNet Financial, Inc 0.00% No change 1,556 $44K
Harbor Investment Advisory, LLC 0.00% No change 1,110 $31K
Creative Financial Designs Inc. 0.00% No change 770 $22K
UBS Group AG 0.00% New 127 $4K
CIBC Private Wealth Group LLC 0.00% New 120 $3K
Archer Investment Corp 0.00% No change 9 $254

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