Skip to content

EALT INNOVATOR ETFS TRUST

Follow

INNOVATOR US EQ (fund)

46 managers (46 13F filers) reported a position in EALT shares at 2025-03-31, 3,426,740 shares in all. 17 filers opened a position and 2 filers sold out during the quarter.

Managers
46
13F filers
46
New
17
Added
18
Reduced
8
Sold out
2
Shares held by filers
3,426,740

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Bullseye Investment Management, LLC880,391$27.1M16.47%+85,24713F-HRTimeline
SMART Wealth LLC416,270$12.8M4.59%-14,06413F-HRTimeline
CWM, LLCin group CWM, LLC349,136$10.7M0.04%+227,81713F-HRTimelineGroup
3EDGE Asset Management, LP338,470$10.4M0.71%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC281,113$8.64M0.01%+196,11913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC180,145$5.54M<0.01%+44,26713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.101,266$3.11M0.01%+64,22113F-HRTimelineGroup
Cetera Investment Advisers93,857$2.89M0.01%+48,51113F-HRTimeline
Orion Porfolio Solutions, LLC77,383$2.38M0.02%new13F-HRTimeline
Orion Portfolio Solutions, LLC77,383$2.38M0.02%new13F-HR/ATimeline
Mutual Advisors, LLC71,053$2.17M0.06%+7,40813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…65,412$2.02M0.08%+4,64713F-HRTimelineGroup
Financial Futures Ltd Liability Co.49,269$1.51M0.86%+1,13713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC43,084$1.32M<0.01%new13F-HR/ATimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC38,599$1.19M0.04%-2,10013F-HRTimeline
RFG Advisory, LLC35,572$1.09M0.03%new13F-HRTimeline
Encompass More Asset Management35,282$1.08M0.32%+26,24413F-HRTimeline
Visionary Wealth Advisors34,047$1.05M0.06%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.29,040$893K0.03%+15,54013F-HRTimeline
HighTower Advisors, LLC24,900$766K<0.01%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC21,178$651K0.02%new13F-HRTimeline
SMITH, MOORE & CO.17,454$537K0.05%+1,95013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,983$491K<0.01%-63,86613F-HRTimelineGroup
Insight Wealth Partners, LLC15,381$473K0.28%new13F-HRTimeline
Triad Wealth Partners, LLC14,210$437K0.14%new13F-HRTimeline
Cambridge Advisors Inc.13,950$429K0.09%+70013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,475$384K<0.01%+2,19313F-HRTimelineGroup
Brookwood Investment Group LLC12,271$377K0.06%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,887$335K<0.01%new13F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.8,611$265K0.04%-38013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,455$260K<0.01%+35713F-HRTimelineGroup
First Heartland Consultants, Inc.8,408$258K0.03%+10313F-HRTimeline
Claro Advisors Inc.8,020$247K0.03%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management7,959$245K<0.01%-88613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,560$232K<0.01%-48713F-HRTimelineGroup
Steward Partners Investment Advisory, L…7,258$223K<0.01%+1,45813F-HRTimeline
Sunbelt Securities, Inc.5,178$159K0.01%+20013F-HRTimeline
UBS Group AGin group UBS Group AG4,496$138K<0.01%new13F-HRTimelineGroup
WOODARD & CO ASSET MANAGEMENT GROUP INC…1,713$52.7K0.01%-50,39213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,253$39K<0.01%new13F-HR/ATimelineGroup
Noble Wealth Management PBC800$24.6K0.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP785$24.2K<0.01%new13F-HR/ATimelineGroup
Financial Network Wealth Advisors LLC439$13.5K0.02%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC204$6.27K<0.01%new13F-HR/ATimelineGroup
AE Wealth Management LLC140$4.3K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-2,44113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.