Innv Prem in 15 B ETF - JulLJULETF

13F holders, Q1 2025 (March 31)
7holders +3
4new positions
1sold out
$23.82avg. 13F price*

At the end of Q1 2025, 7 institutions reported holding Innv Prem in 15 B ETF - Jul (LJUL) in their 13F filings, up 3 from Q4 2024. 4 opened new positions and 1 sold out. The largest holders were KFG Wealth Management, LLC ($698K), MTM Financial Group, LLC ($510K) and Wolverine Trading, LLC ($381K).

Company
Innv Prem in 15 B ETF - Jul
Filed as
INNOVATOR ETFS TRUST (Q1 2025)
CUSIP
45783Y186
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q3 2024: 5Q3 2024Q4 2024: 4Q4 2024Q1 2025: 7Q1 2025Q2 2025: 5Q2 2025Q3 2025: 8Q3 2025Q4 2025: 11Q4 2025Q1 2026: 13Q1 2026Q2 2026: 14Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions4$717K
Exits1$231K

All 13F filers, Q4 2024 → Q1 2025: 30,115 shares bought and 30,513 shares sold, net −398 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 7 holders

KFG Wealth Management, LLC 0.13% New 29,324 $698K
MTM Financial Group, LLC 0.30% Reduce -1.0% 21,417 $510K
Wolverine Trading, LLC 0.01% Reduce -56.4% 15,947 $381K
Osaic Holdings, Inc. 0.00% New 552 $13K
UBS Group AG 0.00% New 155 $4K
Barclays PLC 0.00% New 84 $2K
DHJJ Financial Advisors, Ltd. 0.00% No change 4 $96

"% of holder's portfolio" is LJUL's weight in each manager's 13F, not the share of Innv Prem in 15 B ETF - Jul the manager owns.