Inv E D PRT ETF - 2Y T JAN27TJAN ETF 13F holders, Q1 2025 (March 31) 30 holders
$25.29 avg. 13F price*
At the end of Q1 2025 , 30 institutions reported holding Inv E D PRT ETF - 2Y T JAN27 (TJAN) in their 13F filings. The largest holders were VanWeelden Wealth Management, LLC ($16.3M), Envestnet Asset Management Inc. ($16.2M) and Wick Capital Partners, LLC ($3.8M).
Company Inv E D PRT ETF - 2Y T JAN27
Filed as INNOVATOR ETFS TRUST (Q1 2025)
CUSIP 45784N825
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q1 2025 Institutions Total Value New Positions 30 $54.3M Exits 0 $0
Ownership 30 holders Portfolio Manager % of Holder's Portfolio Change Shares Value ▼ VanWeelden Wealth Management, LLC 14.53% New 645,628 $16.3M Envestnet Asset Management Inc. 0.01% New 640,861 $16.2M Wick Capital Partners, LLC 1.14% New 151,459 $3.8M Brookstone Capital Management 0.04% New 106,435 $2.7M HighTower Advisors, LLC 0.00% New 65,341 $1.7M Atlantic Private Wealth, LLC 1.16% New 62,218 $1.6M Jane Street Group, LLC 0.00% New 42,943 $1.1M Vantage Financial Partners, LLC 0.25% New 40,389 $1.0M Raymond James Financial Inc. 0.00% New 37,205 $941K Susquehanna International Group, LLP 0.00% New 32,576 $824K Tradition Wealth Management, LLC 0.07% New 29,562 $748K JPMorgan Chase & Co. 0.00% New 29,048 $735K Commonwealth Equity Services, LLC 0.00% New 28,636 $725K CoreCap Advisors, LLC 0.03% New 27,584 $698K SMI Advisory Services, LLC 0.15% New 26,563 $653K Gill Capital Partners, LLC 0.22% New 25,639 $649K Mutual Advisors, LLC 0.02% New 25,017 $634K Novus Advisors, LLC 0.55% New 21,389 $541K Bullseye Investment Management, LLC 0.31% New 18,974 $480K Cetera Investment Advisers 0.00% New 17,396 $440K Cambridge Investment Research Advisors, Inc. 0.00% New 14,568 $369K CFO4Life Group, LLC 0.06% New 13,240 $335K Old Mission Capital LLC 0.01% New 12,713 $322K Atria Wealth Solutions, Inc. 0.00% New 8,147 $206K Kestra Advisory Services, LLC 0.00% New 8,023 $203K Osaic Holdings, Inc. 0.00% New 3,254 $82K IFP Advisors, Inc 0.00% New 3,100 $78K Wood Tarver Financial Group, LLC 0.02% New 2,917 $74K Cwm, LLC 0.00% New 2,653 $67K Harbour Investments, Inc. 0.00% New 1,948 $49K
"% of holder's portfolio" is TJAN's weight in each manager's 13F, not the share of Inv E D PRT ETF - 2Y T JAN27 the manager owns.