CUSIP 45783Y855DEFINED WLT SHLDBALTQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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254 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase & Co | 4.03M | $134.91M | +4.02M | Added |
| 2 | Osaic Holdings, Inc. | 2.44M | $81.80M | +111.3K | Added |
| 3 | Wealthquest Corp | 2.36M | $79.17M | −284.3K | Reduced |
| 4 | Raymond James Financial Inc | 2.00M | $67.01M |
| −104.8K |
| Reduced |
| 5 | Cetera Investment Advisers | 1.53M | $51.24M | +282.7K | Added |
| 6 | Foundations Investment Advisors, LLC | 1.23M | $41.10M | +691.5K | Added |
| 7 | Envestnet Asset Management Inc | 1.11M | $37.34M | −710.9K | Reduced |
| 8 | Commonwealth Equity Services, LLC | 1.11M | $37.09M | +88.8K | Added |
| 9 | Orion Porfolio Solutions, LLC | 1.01M | $33.89M | +45.7K | Added |
| 10 | Kingsview Wealth Management, LLC | 1.01M | $33.75M | +161.4K | Added |
See every fund holding Innovator Etfs Trust, with full quarter-over-quarter share changes.
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