Invtr Equ DE PR ETF - 1 YR NZNOVETF
13F holders, Q1 2025 (March 31)32holders +10
13new positions
3sold out
$25.05avg. 13F price*
At the end of Q1 2025, 32 institutions reported holding Invtr Equ DE PR ETF - 1 YR N (ZNOV) in their 13F filings, up 10 from Q4 2024. 13 opened new positions and 3 sold out. The largest holders were NewEdge Advisors, LLC ($3.0M), Blair William & Co. ($2.9M) and Brown Wealth Management, LLC ($1.7M).
- Company
- Invtr Equ DE PR ETF - 1 YR N
- Filed as
- INNOVATOR ETFS TRUST (Q1 2025)
- CUSIP
- 45784N809
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $7.6M |
| Exits | 3 | $6.9M |
All 13F filers, Q4 2024 → Q1 2025: 326,628 shares bought and 361,710 shares sold, net −35,082 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| NewEdge Advisors, LLC | 0.02% | Add +22.4% | 120,072 | $3.0M |
| Blair William & Co. | 0.01% | No change | 117,529 | $2.9M |
| Brown Wealth Management, LLC | 0.60% | New | 69,676 | $1.7M |
| Townsquare Capital LLC | 0.02% | Reduce -47.1% | 69,676 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.8% | 68,618 | $1.7M |
| Cypress Wealth Services, LLC | 0.32% | No change | 63,901 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -3.0% | 59,668 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | New | 39,895 | $999K |
| Orion Portfolio Solutions, LLC | 0.01% | New | 39,895 | $999K |
| AdvisorNet Financial, Inc | 0.07% | New | 38,535 | $965K |
| Brookstone Capital Management | 0.01% | New | 30,899 | $774K |
| Archer Investment Corp | 0.12% | Reduce -5.0% | 18,960 | $475K |
| Susquehanna International Group, LLP | 0.00% | Reduce -41.0% | 18,349 | $460K |
| Encompass More Asset Management | 0.12% | New | 16,515 | $414K |
| Ashton Thomas Private Wealth, LLC | 0.02% | New | 15,764 | $395K |
| Triad Wealth Partners, LLC | 0.12% | New | 15,271 | $383K |
| IFG Advisors, LLC | 0.07% | No change | 15,030 | $377K |
| Osaic Holdings, Inc. | 0.00% | New | 14,094 | $353K |
| Lineweaver Wealth Advisors, LLC | 0.06% | No change | 12,963 | $325K |
| Cetera Investment Advisers | 0.00% | No change | 11,118 | $279K |
| FC Advisory LLC | 0.09% | New | 10,180 | $255K |
| Marshall Financial Group, LLC | 0.05% | New | 10,009 | $251K |
| Vantage Financial Partners, LLC | 0.06% | No change | 9,421 | $236K |
| IMG Wealth Management, Inc. | 0.20% | No change | 8,956 | $224K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -17.7% | 8,633 | $216K |
| Spire Wealth Management | 0.01% | No change | 8,027 | $201K |
| Continuum Advisory, LLC | 0.02% | Add +78.5% | 5,404 | $135K |
| Bellwether Advisors, LLC | 0.02% | No change | 4,000 | $100K |
| Capital Analysts, LLC | 0.00% | No change | 3,006 | $75K |
| JPMorgan Chase & Co. | 0.00% | New | 1,111 | $28K |
| AE Wealth Management LLC | 0.00% | No change | 840 | $21K |
| CoreCap Advisors, LLC | 0.00% | New | 435 | $11K |
"% of holder's portfolio" is ZNOV's weight in each manager's 13F, not the share of Invtr Equ DE PR ETF - 1 YR N the manager owns.