Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / INNOVATOR US SMA
-
Number of holders
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18
-
Total 13F shares, excl. options
-
385,276
-
Shares change
-
+132,822
-
Total reported value, excl. options
-
$9,819,907
-
Value change
-
+$3,320,218
-
Number of buys
-
10
-
Number of sells
-
-6
-
Price
-
$25.49
Significant Holders of INNOVATOR ETFS TRUST - INNOVATOR US SMA (KJUN) as of Q1 2025
21 filings reported holding KJUN - INNOVATOR ETFS TRUST - INNOVATOR US SMA as of Q1 2025.
INNOVATOR ETFS TRUST - INNOVATOR US SMA (KJUN) has 18 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 385,276 shares
.
Largest 10 shareholders include Trek Financial, LLC (49,324 shares), CORRADO ADVISORS, LLC (46,076 shares), OSAIC HOLDINGS, INC. (44,572 shares), JT Stratford LLC (42,031 shares), HighTower Advisors, LLC (41,789 shares), Faithward Advisors, LLC (40,181 shares), OLD MISSION CAPITAL LLC (34,278 shares), PFS Partners, LLC (18,986 shares), Kestra Advisory Services, LLC (14,293 shares), and COMMONWEALTH EQUITY SERVICES, LLC (13,851 shares).
This table shows the top 18 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.