Innv Prem in 15 B ETF - JulLJULETF

13F holders, Q1 2026 (March 31)
13holders +2
4new positions
2sold out
$23.83avg. 13F price*

At the end of Q1 2026, 13 institutions reported holding Innv Prem in 15 B ETF - Jul (LJUL) in their 13F filings, up 2 from Q4 2025. 4 opened new positions and 2 sold out. The largest holders were AA Financial Advisors, LLC ($2.8M), Bright Futures Wealth Management, LLC. ($1.4M) and MTM Financial Group, LLC ($921K).

Company
Innv Prem in 15 B ETF - Jul
Filed as
INNOVATOR ETFS TRUST (Q1 2026)
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 2025 → Q1 2026

InstitutionsTotal Value
New Positions4$1.4M
Exits2$529K

All 13F filers, Q4 2025 → Q1 2026: 163,504 shares bought and 112,566 shares sold, net +50,938 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 13 holders

AA Financial Advisors, LLC 0.39% Add +680.5% 116,270 $2.8M
Bright Futures Wealth Management, LLC. 0.93% New 56,969 $1.4M
MTM Financial Group, LLC 0.43% Reduce -1.8% 38,634 $921K
KFG Wealth Management, LLC 0.04% Reduce -4.7% 12,713 $303K
Susquehanna International Group, LLP 0.00% Reduce -27.6% 12,589 $300K
Cetera Investment Advisers 0.00% No change 11,731 $280K
Farther Finance Advisors, LLC 0.00% Reduce -92.6% 6,716 $160K
JPMorgan Chase & Co. 0.00% Add +335.0% 4,915 $117K
UBS Group AG 0.00% New 917 $22K
IFP Advisors, Inc 0.00% Add +1.8% 566 $13K
Harbour Investments, Inc. 0.00% New 417 $10K
Barclays PLC 0.00% New 32 $763
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.