Innov Prem Inc. 10 Barr-JulyJULDETF
13F holders, Q1 2025 (March 31)11holders +1
1new positions
0sold out
$24.74avg. 13F price*
At the end of Q1 2025, 11 institutions reported holding Innov Prem Inc. 10 Barr-July (JULD) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Old Mission Capital LLC ($682K), Sunbelt Securities, Inc. ($672K) and Commonwealth Equity Services, LLC ($399K).
- Company
- Innov Prem Inc. 10 Barr-July
- Filed as
- INNOVATOR ETFS TRUST (Q1 2025)
- CUSIP
- 45783Y574
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $4K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 20,569 shares bought and 3,100 shares sold, net +17,469 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| Old Mission Capital LLC | 0.01% | Add +206.4% | 27,579 | $682K |
| Sunbelt Securities, Inc. | 0.06% | Add +0.6% | 27,167 | $672K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -14.0% | 16,121 | $399K |
| World Investment Advisors | 0.01% | Add +11.5% | 14,500 | $359K |
| Wealthspire Retirement, LLC | 0.02% | Add +1.5% | 10,344 | $256K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 3,012 | $74K |
| Cwm, LLC | 0.00% | Reduce -16.6% | 2,416 | $60K |
| Principal Securities, Inc. | 0.00% | No change | 1,596 | $40K |
| Osaic Holdings, Inc. | 0.00% | New | 175 | $4K |
| CoreCap Advisors, LLC | 0.00% | No change | 69 | $2K |
| Allworth Financial LP | 0.00% | No change | 13 | $320 |
"% of holder's portfolio" is JULD's weight in each manager's 13F, not the share of Innov Prem Inc. 10 Barr-July the manager owns.