CUSIP 45783Y475INNOVATOR US EQEALTQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Commonwealth Equity Services, LLC | 334.7K | $11.81M |
| 2 | Orion Porfolio Solutions, LLC | 260.2K | $9.18M |
| 3 | Mutual Advisors, LLC | 258.9K | $9.14M |
| 4 | Brookstone Capital Management | 196.5K | $6.93M |
| 5 | Smart Wealth LLC | 191.8K | $6.77M |
| 6 | Raymond James Financial Inc | 172.1K | $6.07M |
| 7 | Cetera Investment Advisers | 115.7K | $4.08M |
| 8 | Osaic Holdings, Inc. | 66.1K | $2.33M |
| 9 |
| Farther Finance Advisors, LLC |
| 64.9K |
| $2.29M |
| 10 | Triad Wealth Partners, LLC | 64.0K | $2.26M |