INNOVATOR ETFS TRUST ZJAN
EQUITY 1YR JANUA · ETP · CUSIP 45784N817
42
institutional holders
+8 vs Q1 2025
845.9k
shares reported held*
$22.3mreported value*
13 new
6 added
7 reduced
5 sold out
net bought ≈ $3.8m (+145.2k 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 ≈ $26.34.
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2024 | 1 |
| Q1 2025 | 34 |
| Q2 2025 | 42 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2025 | 34 | 1 |
| Q2 2025 | 19 | 12 |
Biggest buyers
| Cerity Partners LLC | New | +38.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +31.8k |
| Farther Finance Advisors, LLC | New | +19.4k |
| CENTRAL VALLEY ADVISORS, LLC | New | +10.5k |
| Brookstone Capital Management | New | +10.3k |
| Independent Wealth Network Inc. | New | +10.0k |
| Sequoia Financial Advisors, LLC | New | +9.7k |
| AdvisorNet Financial, Inc | New | +9.7k |
| Cambridge Investment Research Advisors, Inc. | Added | +8.7k |
| ENVESTNET ASSET MANAGEMENT INC | New | +8.6k |
Biggest sellers
| Chicago Partners Investment Group LLC | Sold out | -14.5k |
| JANE STREET GROUP, LLC | Sold out | -12.8k |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | -11.6k |
| OneDigital Investment Advisors LLC | Sold out | -10.0k |
| HighTower Advisors, LLC | Reduced | -4.3k |
| Kestra Advisory Services, LLC | Reduced | -1.8k |
| Continuum Advisory, LLC | Sold out | -992 |
| UBS Group AG | Reduced | -549 |
| IFP Advisors, Inc | Reduced | -285 |
| AE Wealth Management LLC | Reduced | -227 |
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 78.3k $2.1m | Reduced -11.6k |
| Kestra Advisory Services, LLC 0.01% of their portfolio | 69.5k $1.8m | Reduced -1.8k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 65.8k $1.7m | Added +4.1k |
| CoreCap Advisors, LLC 0.05% of their portfolio | 49.1k $1.3m | Added +7.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 46.1k $1.2m | Added +31.8k |
| HighTower Advisors, LLC 0.00% of their portfolio | 43.6k $1.1m | Reduced -4.3k |
| GILL CAPITAL PARTNERS, LLC 0.34% of their portfolio | 39.7k $1.0m | Unchanged |
| Cerity Partners LLC 0.00% of their portfolio | 38.8k $1.0m | New |
| Mutual Advisors, LLC 0.02% of their portfolio | 37.1k $982.8k | Unchanged |
| KFG WEALTH MANAGEMENT, LLC 0.11% of their portfolio | 25.5k $671.6k | Unchanged |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 25.4k $670.0k | Added +8.7k |
| Lineweaver Wealth Advisors, LLC 0.10% of their portfolio | 23.9k $628.2k | Unchanged |
| Cornerstone Wealth Group, LLC 0.04% of their portfolio | 21.4k $564.3k | Unchanged |
| Farther Finance Advisors, LLC 0.01% of their portfolio | 19.4k $509.8k | New |
| Cetera Investment Advisers 0.00% of their portfolio | 18.5k $487.8k | Added +886 |
| Tradition Wealth Management, LLC 0.04% of their portfolio | 18.3k $482.4k | Unchanged |
| AE Wealth Management LLC 0.00% of their portfolio | 17.3k $454.7k | Reduced -227 |
| Vantage Financial Partners, LLC 0.10% of their portfolio | 16.0k $420.0k | Unchanged |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 15.5k $409.8k | Unchanged |
| SageView Advisory Group, LLC 0.01% of their portfolio | 14.9k $395.3k | Unchanged |
| Archer Investment Corp 0.08% of their portfolio | 12.9k $339.0k | Added +78 |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 11.7k $307.4k | Unchanged |
| CENTRAL VALLEY ADVISORS, LLC 0.09% of their portfolio | 10.5k $276.8k | New |
| INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio | 10.3k $271.8k | Unchanged |
| Brookstone Capital Management 0.00% of their portfolio | 10.3k $270.3k | New |
| Independent Wealth Network Inc. 0.10% of their portfolio | 10.0k $262.8k | New |
| NewEdge Advisors, LLC 0.00% of their portfolio | 9.9k $261.2k | Unchanged |
| Sequoia Financial Advisors, LLC 0.00% of their portfolio | 9.7k $256.1k | New |
| AdvisorNet Financial, Inc 0.02% of their portfolio | 9.7k $254.1k | New |
| Comprehensive Financial Consultants Institutional, Inc. 0.08% of their portfolio | 8.9k $235.3k | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 8.6k $225.3k | New |
| OLD MISSION CAPITAL LLC 0.01% of their portfolio | 8.5k $223.4k | New |
| INTEGRAL INVESTMENT ADVISORS, INC. 0.06% of their portfolio | 7.8k $206.7k | New |
| Elmwood Wealth Management, Inc. 0.08% of their portfolio | 7.8k $205.3k | New |
| BARCLAYS PLC 0.00% of their portfolio | 7.6k $200.6k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 7.2k $190.3k | Reduced -20 |
| CENTAURUS FINANCIAL, INC. 0.01% of their portfolio | 5.1k $134.0k | Unchanged |
| IFP Advisors, Inc 0.00% of their portfolio | 2.4k $64.1k | Reduced -285 |
| Allworth Financial LP 0.00% of their portfolio | 1.5k $39.5k | Unchanged |
| UBS Group AG 0.00% of their portfolio | 1.2k $31.4k | Reduced -549 |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 120 $3.2k | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio | 0 $0 | Unchanged |