Innov Prem Inc. 20 Barr-JulyJULHETF
13F holders, Q1 2026 (March 31)24holders −3
3new positions
4sold out
$24.70avg. 13F price*
At the end of Q1 2026, 24 institutions reported holding Innov Prem Inc. 20 Barr-July (JULH) in their 13F filings, down 3 from Q4 2025. 3 opened new positions and 4 sold out. The largest holders were World Investment Advisors ($2.0M), 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 (Q1 2026)
- CUSIP
- 45783Y582
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $263K |
| Exits | 4 | $236K |
All 13F filers, Q4 2025 → Q1 2026: 17,445 shares bought and 15,990 shares sold, net +1,455 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| World Investment Advisors | 0.03% | Reduce -5.6% | 81,178 | $2.0M |
| RPg Family Wealth Advisory, LLC | 0.40% | Add +2.0% | 76,879 | $1.9M |
| Brookstone Capital Management | 0.02% | Add +0.4% | 57,437 | $1.4M |
| Old Mission Capital LLC | 0.02% | Add +9.1% | 40,020 | $988K |
| Stephens Inc. | 0.01% | Reduce -1.1% | 36,914 | $911K |
| Maia Wealth LLC | 0.14% | No change | 33,550 | $828K |
| Whipplewood Advisors, LLC | 0.40% | Add +4.4% | 31,301 | $773K |
| Raymond James Financial Inc. | 0.00% | Reduce -1.8% | 26,002 | $642K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.4% | 22,874 | $565K |
| Accurate Wealth Management, LLC | 0.04% | Add +2.1% | 12,886 | $320K |
| Sunbelt Securities, Inc. | 0.01% | Add +1.2% | 9,398 | $232K |
| LPL Financial LLC | 0.00% | New | 9,016 | $223K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 2,020 | $50K |
| Luminist Capital LLC | 0.05% | Reduce -1.4% | 1,569 | $39K |
| Morgan Stanley | 0.00% | New | 1,063 | $26K |
| AE Wealth Management LLC | 0.00% | No change | 970 | $24K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.9% | 578 | $14K |
| UBS Group AG | 0.00% | New | 570 | $14K |
| CoreCap Advisors, LLC | 0.00% | No change | 494 | $12K |
| Osaic Holdings, Inc. | 0.00% | No change | 189 | $5K |
| IFP Advisors, Inc | 0.00% | No change | 100 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -20.0% | 80 | $2K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 40 | $988 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 33 | $815 |
"% 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.