Innov Prem Inc. 20 Barr-JulyJULHETF
13F holders, Q4 2025 (December 31)27holders +3
5new positions
2sold out
$25.04avg. 13F price*
At the end of Q4 2025, 27 institutions reported holding Innov Prem Inc. 20 Barr-July (JULH) in their 13F filings, up 3 from Q3 2025. 5 opened new positions and 2 sold out. The largest holders were World Investment Advisors ($2.1M), RPg Family Wealth Advisory, LLC ($1.9M) and Brookstone Capital Management ($1.4M).
- Company
- Innov Prem Inc. 20 Barr-July
- Filed as
- INNOVATOR ETFS TRUST (Q4 2025)
- CUSIP
- 45783Y582
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $278K |
| Exits | 2 | $284K |
All 13F filers, Q3 2025 → Q4 2025: 31,112 shares bought and 29,650 shares sold, net +1,462 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| World Investment Advisors | 0.04% | Add +1.8% | 85,994 | $2.1M |
| RPg Family Wealth Advisory, LLC | 0.42% | Add +0.1% | 75,374 | $1.9M |
| Brookstone Capital Management | 0.02% | Add +0.1% | 57,204 | $1.4M |
| Stephens Inc. | 0.01% | No change | 37,320 | $930K |
| Old Mission Capital LLC | 0.04% | Add +77.6% | 36,679 | $914K |
| Maia Wealth LLC | 0.14% | Add +2.0% | 33,550 | $838K |
| Whipplewood Advisors, LLC | 0.48% | Add +0.6% | 29,970 | $747K |
| Raymond James Financial Inc. | 0.00% | Reduce -9.1% | 26,475 | $660K |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.0% | 23,680 | $590K |
| Schulz Wealth, LTD. | 0.31% | No change | 19,000 | $484K |
| Accurate Wealth Management, LLC | 0.04% | Reduce -1.6% | 12,616 | $315K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -16.2% | 9,287 | $231K |
| Winnacle Wealth LLC | 0.09% | New | 5,109 | $128K |
| Kestra Advisory Services, LLC | 0.00% | New | 4,291 | $107K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 2,020 | $50K |
| Motiv8 Investments LLC | 0.02% | New | 1,690 | $42K |
| Luminist Capital LLC | 0.05% | Reduce -17.9% | 1,591 | $40K |
| AE Wealth Management LLC | 0.00% | No change | 970 | $24K |
| Farther Finance Advisors, LLC | 0.00% | Add +58.7% | 573 | $14K |
| CoreCap Advisors, LLC | 0.00% | No change | 494 | $12K |
| Osaic Holdings, Inc. | 0.00% | Add +152.0% | 189 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 100 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 100 | $2K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 40 | $997 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 33 | $823 |
| Wealth Watch Advisors, INC | 0.00% | New | 26 | $648 |
| Bullseye Investment Management, LLC | 0.00% | Reduce -99.8% | 21 | $523 |
"% 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.