Innov Prem Inc. 20 Barr-JulyJULHETF
13F holders, Q2 2025 (June 30)22holders
2new positions
2sold out
$24.90avg. 13F price*
At the end of Q2 2025, 22 institutions reported holding Innov Prem Inc. 20 Barr-July (JULH) in their 13F filings, unchanged from Q1 2025. 2 opened new positions and 2 sold out. The largest holders were World Investment Advisors ($2.2M), RPg Family Wealth Advisory, LLC ($1.9M) and Brookstone Capital Management ($1.2M).
- Company
- Innov Prem Inc. 20 Barr-July
- Filed as
- INNOVATOR ETFS TRUST (Q2 2025)
- CUSIP
- 45783Y582
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $447K |
| Exits | 2 | $210K |
All 13F filers, Q1 2025 → Q2 2025: 28,131 shares bought and 63,344 shares sold, net −35,213 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| World Investment Advisors | 0.05% | Reduce -3.1% | 88,659 | $2.2M |
| RPg Family Wealth Advisory, LLC | 0.51% | Add +3.9% | 75,497 | $1.9M |
| Brookstone Capital Management | 0.02% | Reduce -6.2% | 49,958 | $1.2M |
| M Holdings Securities, Inc. | 0.17% | Add +9.6% | 39,243 | $974K |
| Stephens Inc. | 0.01% | Reduce -4.2% | 37,598 | $934K |
| Maia Wealth LLC | 0.16% | Reduce -18.5% | 33,282 | $826K |
| Whipplewood Advisors, LLC | 0.39% | Reduce -2.2% | 28,384 | $705K |
| Schulz Wealth, LTD. | 0.35% | No change | 19,000 | $472K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.8% | 18,279 | $454K |
| Old Mission Capital LLC | 0.01% | New | 17,921 | $445K |
| Susquehanna International Group, LLP | 0.00% | Reduce -72.8% | 14,394 | $357K |
| Bullseye Investment Management, LLC | 0.21% | No change | 13,331 | $331K |
| Accurate Wealth Management, LLC | 0.05% | Add +36.3% | 13,269 | $330K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -0.7% | 5,032 | $125K |
| Principal Securities, Inc. | 0.00% | No change | 3,301 | $82K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 2,020 | $50K |
| Luminist Capital LLC | 0.05% | Reduce -6.2% | 2,003 | $50K |
| CoreCap Advisors, LLC | 0.00% | Reduce -26.9% | 196 | $5K |
| IFP Advisors, Inc | 0.00% | New | 100 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 100 | $2K |
| Osaic Holdings, Inc. | 0.00% | Reduce -57.1% | 75 | $2K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 40 | $993 |
"% of holder's portfolio" is JULH's weight in each manager's 13F, not the share of Innov Prem Inc. 20 Barr-July the manager owns.