INNOVATOR ETFS TRUST ZJAN
EQUITY 1YR JANUA · ETP · CUSIP 45784N817
34
institutional holders
+33 vs Q4 2024
700.7k
shares reported held*
$17.9mreported value*
34 new
0 added
0 reduced
1 sold out
net bought ≈ $16.6m (+650.7k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $25.51.
Trends to Q1 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2024 | 1 |
| Q1 2025 | 34 |
Biggest buyers
| COMMONWEALTH EQUITY SERVICES, LLC | New | +89.9k |
| Kestra Advisory Services, LLC | New | +71.2k |
| RAYMOND JAMES FINANCIAL INC | New | +61.7k |
| HighTower Advisors, LLC | New | +47.9k |
| CoreCap Advisors, LLC | New | +41.3k |
| GILL CAPITAL PARTNERS, LLC | New | +39.7k |
| Mutual Advisors, LLC | New | +37.1k |
| KFG WEALTH MANAGEMENT, LLC | New | +25.5k |
| Lineweaver Wealth Advisors, LLC | New | +23.9k |
| Cornerstone Wealth Group, LLC | New | +21.4k |
Biggest sellers
| OLD MISSION CAPITAL LLC | Sold out | -50.0k |
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 89.9k $2.3m | New |
| Kestra Advisory Services, LLC 0.01% of their portfolio | 71.2k $1.8m | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 61.7k $1.6m | New |
| HighTower Advisors, LLC 0.00% of their portfolio | 47.9k $1.2m | New |
| CoreCap Advisors, LLC 0.05% of their portfolio | 41.3k $1.1m | New |
| GILL CAPITAL PARTNERS, LLC 0.35% of their portfolio | 39.7k $1.0m | New |
| Mutual Advisors, LLC 0.03% of their portfolio | 37.1k $945.7k | New |
| KFG WEALTH MANAGEMENT, LLC 0.12% of their portfolio | 25.5k $650.8k | New |
| Lineweaver Wealth Advisors, LLC 0.10% of their portfolio | 23.9k $608.7k | New |
| Cornerstone Wealth Group, LLC 0.05% of their portfolio | 21.4k $546.8k | New |
| Tradition Wealth Management, LLC 0.04% of their portfolio | 18.3k $467.4k | New |
| Cetera Investment Advisers 0.00% of their portfolio | 17.6k $450.1k | New |
| AE Wealth Management LLC 0.00% of their portfolio | 17.5k $446.4k | New |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 16.7k $426.0k | New |
| Vantage Financial Partners, LLC 0.10% of their portfolio | 16.0k $407.0k | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 15.5k $396.2k | New |
| SageView Advisory Group, LLC 0.02% of their portfolio | 14.9k $380.0k | New |
| Chicago Partners Investment Group LLC 0.01% of their portfolio | 14.5k $371.1k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 14.3k $363.7k | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 12.8k $327.4k | New |
| Archer Investment Corp 0.08% of their portfolio | 12.8k $326.5k | New |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 11.7k $297.9k | New |
| INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio | 10.3k $263.3k | New |
| OneDigital Investment Advisors LLC 0.00% of their portfolio | 10.0k $255.1k | New |
| NewEdge Advisors, LLC 0.00% of their portfolio | 9.9k $253.1k | New |
| Comprehensive Financial Consultants Institutional, Inc. 0.08% of their portfolio | 8.9k $228.0k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 7.2k $184.9k | New |
| CENTAURUS FINANCIAL, INC. 0.01% of their portfolio | 5.1k $130.0k | New |
| IFP Advisors, Inc 0.00% of their portfolio | 2.7k $69.4k | New |
| UBS Group AG 0.00% of their portfolio | 1.7k $44.4k | New |
| Allworth Financial LP 0.00% of their portfolio | 1.5k $38.2k | New |
| Continuum Advisory, LLC 0.00% of their portfolio | 992 $25.3k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 0 $14 | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio | 0 $0 | New |