Innv Prem in 15 B ETF - JulLJULETF

13F holders, Q2 2025 (June 30)
5holders −2
1new positions
3sold out
$23.79avg. 13F price*

At the end of Q2 2025, 5 institutions reported holding Innv Prem in 15 B ETF - Jul (LJUL) in their 13F filings, down 2 from Q1 2025. 1 opened new positions and 3 sold out. The largest holders were KFG Wealth Management, LLC ($701K), MTM Financial Group, LLC ($478K) and IFP Advisors, Inc ($13K).

Company
Innv Prem in 15 B ETF - Jul
Filed as
INNOVATOR ETFS TRUST (Q2 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions1$13K
Exits3$398K

All 13F filers, Q1 2025 → Q2 2025: 675 shares bought and 17,967 shares sold, net −17,292 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

KFG Wealth Management, LLC 0.11% Add +0.4% 29,447 $701K
MTM Financial Group, LLC 0.26% Reduce -6.1% 20,104 $478K
IFP Advisors, Inc 0.00% New 552 $13K
Barclays PLC 0.00% No change 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.