Inv E D PRT ETF - 2Y T JAN27TJANETF

13F holders, Q1 2026 (March 31)
27holders −3
1new positions
3sold out
$27.10avg. 13F price*

At the end of Q1 2026, 27 institutions reported holding Inv E D PRT ETF - 2Y T JAN27 (TJAN) in their 13F filings, down 3 from Q4 2025. 1 opened new positions and 3 sold out. The largest holders were Brookstone Capital Management ($4.6M), HighTower Advisors, LLC ($1.7M) and Old Mission Capital LLC ($1.1M).

Company
Inv E D PRT ETF - 2Y T JAN27
Filed as
INNOVATOR ETFS TRUST (Q1 2026)
CUSIP
45784N825
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2025: 30Q1 2025Q2 2025: 30Q2 2025Q3 2025: 31Q3 2025Q4 2025: 30Q4 2025Q1 2026: 27Q1 2026Q2 2026: 26Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions1$9K
Exits3$474K

All 13F filers, Q4 2025 → Q1 2026: 4,127 shares bought and 55,040 shares sold, net −50,913 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 27 holders

Brookstone Capital Management 0.05% Reduce -0.5% 168,266 $4.6M
HighTower Advisors, LLC 0.00% No change 63,479 $1.7M
Old Mission Capital LLC 0.03% Reduce -17.2% 39,191 $1.1M
Commonwealth Equity Services, LLC 0.00% No change 34,931 $947K
Tradition Wealth Management, LLC 0.06% Reduce -0.3% 32,651 $885K
Cypress Wealth Services, LLC 0.12% No change 30,599 $829K
Gill Capital Partners, LLC 0.22% No change 28,254 $766K
Mutual Advisors, LLC 0.01% No change 25,017 $678K
Atlantic Private Wealth, LLC 0.43% No change 24,500 $664K
Raymond James Financial Inc. 0.00% Reduce -38.6% 22,277 $604K
SMI Advisory Services, LLC 0.08% Reduce -29.2% 18,817 $512K
MTM Financial Group, LLC 0.20% Add +3.7% 15,983 $433K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.5% 14,101 $382K
Triad Wealth Partners, LLC 0.03% Reduce -0.3% 13,253 $359K
MML Investors Services, LLC 0.00% Reduce -30.0% 9,074 $246K
LPL Financial LLC 0.00% No change 8,558 $232K
Cetera Investment Advisers 0.00% No change 8,534 $231K
Susquehanna International Group, LLP 0.00% Add +1.8% 7,621 $207K
Barclays PLC 0.00% Add +105.4% 6,001 $163K
Osaic Holdings, Inc. 0.00% No change 5,254 $142K
Farther Finance Advisors, LLC 0.00% No change 3,249 $88K
Bullseye Investment Management, LLC 0.04% Reduce -7.8% 2,698 $73K
Cwm, LLC 0.00% No change 2,653 $72K
IFP Advisors, Inc 0.00% Reduce -32.3% 2,100 $57K
Abound Wealth Management 0.00% New 344 $9K
UBS Group AG 0.00% Reduce -84.0% 322 $9K
Harbour Investments, Inc. 0.00% No change 171 $5K

"% 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.