Innovator Equity Defined ProTJULETF

13F holders, Q2 2026 (June 30)
75holders −9
3new positions
3sold out
1famous investor
$30.23avg. 13F price*

At the end of Q2 2026, 75 institutions reported holding Innovator Equity Defined Pro (TJUL) in their 13F filings, down 9 from Q1 2026. 3 opened new positions and 3 sold out. The largest holders were Commonwealth Equity Services, LLC ($17.4M), Legacy CG, LLC ($17.1M) and Brookstone Capital Management ($3.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Innovator Equity Defined Pro
CUSIP
45783Y541
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 90Q1 2024Q2 2024: 90Q2 2024Q3 2024: 89Q3 2024Q4 2024: 91Q4 2024Q1 2025: 83Q1 2025Q2 2025: 78Q2 2025Q3 2025: 80Q3 2025Q4 2025: 93Q4 2025Q1 2026: 84Q1 2026Q2 2026: 75Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions3$1.1M
Exits3$496K

All 13F filers, Q1 2026 → Q2 2026: 68,585 shares bought and 274,933 shares sold, net −206,348 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 75 holders

Commonwealth Equity Services, LLC 0.02% Reduce -1.0% 576,958 $17.4M
Legacy CG, LLC 4.37% Add +2.3% 564,487 $17.1M
Brookstone Capital Management 0.04% Reduce -30.2% 126,340 $3.8M
Osaic Holdings, Inc. 0.00% Reduce -12.8% 89,818 $2.7M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -19.1% 72,746 $2.2M
KFG Wealth Management, LLC 0.24% Reduce -12.9% 69,871 $2.1M
Cetera Investment Advisers 0.00% Reduce -4.2% 66,932 $2.0M
LPL Financial LLC 0.00% Add +15.0% 63,187 $1.9M
Mercer Global Advisors Inc. 0.00% Reduce -40.0% 53,934 $1.6M
Syntegra Private Wealth Group, LLC 0.13% Reduce -8.7% 53,850 $1.6M
Kestra Advisory Services, LLC 0.01% Reduce -23.1% 53,726 $1.6M
HighTower Advisors, LLC 0.00% Add +8.6% 44,824 $1.4M
Diligent Investors, LLC 0.29% Reduce -15.2% 42,665 $1.3M
MTM Financial Group, LLC 0.53% Reduce -14.7% 40,755 $1.2M
Waverly Advisors, LLC 0.01% No change 36,479 $1.1M
Cypress Wealth Services, LLC 0.13% No change 34,867 $1.1M
Envestnet Asset Management Inc. 0.00% Add +5.2% 34,322 $1.0M
Mgo One Seven LLC 0.02% Reduce -3.6% 33,998 $1.0M
Kingswood Wealth Advisors, LLC 0.04% Reduce -1.5% 31,285 $946K
MML Investors Services, LLC 0.00% Add +7.2% 24,690 $746K
Trek Financial, LLC 0.04% Reduce -1.2% 23,929 $723K
Farther Finance Advisors, LLC 0.01% Reduce -6.9% 23,819 $720K
Wealth Enhancement Advisory Services, LLC 0.00% Add +0.7% 22,160 $671K
Atlantic Private Wealth, LLC 0.40% Reduce -4.6% 21,750 $658K
Spire Wealth Management 0.02% Reduce -4.4% 21,688 $656K
Central Valley Advisors, LLC 0.17% No change 21,658 $655K
Axxcess Wealth Management, LLC 0.01% New 21,568 $652K
Tempo Wealth, LLC 0.10% No change 21,366 $646K
Main Street Financial Solutions, LLC 0.04% Reduce -9.9% 18,618 $563K
Focus Partners Wealth 0.00% No change 16,093 $486K
Raymond James Financial Inc. 0.00% Reduce -12.8% 15,878 $480K
Integrity Alliance, Llc. 0.01% Reduce -1.5% 15,447 $467K
GWN Securities Inc. 0.08% Reduce -0.0% 15,098 $456K
Sound Income Strategies, LLC 0.02% No change 14,288 $432K
Three Seasons Wealth, LLC 0.04% No change 13,583 $411K
NewEdge Advisors, LLC 0.00% Add +6.3% 12,747 $385K
Beacon Financial Advisory LLC 0.07% No change 11,930 $361K
HRT Financial LP 0.00% Add +26.8% 11,717 $354K
Maia Wealth LLC 0.05% Reduce -17.9% 10,588 $320K
AE Wealth Management LLC 0.00% Reduce -83.1% 10,340 $313K
Castle Rock Wealth Management, LLC 0.06% Reduce -2.5% 10,298 $311K
Janney Montgomery Scott LLC 0.00% No change 9,794 $296K
Pine Harbor Wealth Management, LLC 0.08% No change 9,414 $285K
Tradition Wealth Management, LLC 0.02% Reduce -9.9% 9,092 $275K
Citadel Advisors 0.00% Add +6.8% 9,035 $273K
Mutual Advisors, LLC 0.00% No change 8,629 $261K
Sigma Planning Corp 0.01% No change 8,337 $252K
Prostatis Group LLC 0.06% Reduce -10.1% 8,307 $251K
BIP Wealth, LLC 0.01% No change 8,200 $248K
Patriot Financial Group Insurance Agency, LLC 0.03% Reduce -50.0% 8,100 $245K
Captrust Financial Advisors 0.00% New 7,757 $234K
Selby Wealth Management, LLC 0.08% No change 7,680 $232K
Intentional Wealth Strategies, LLC 0.20% No change 7,106 $215K
Harbour Investments, Inc. 0.00% Reduce -11.0% 6,785 $205K
Wedbush Securities Inc. 0.01% New 6,670 $202K
JPMorgan Chase & Co. 0.00% Reduce -47.5% 6,293 $190K
Barclays PLC 0.00% Add +7.5% 6,272 $190K
IFP Advisors, Inc 0.00% Add +11.6% 5,314 $161K
Bullseye Investment Management, LLC 0.07% Reduce -12.5% 4,883 $148K
IFG Advisory, LLC 0.01% No change 4,827 $146K
Financial Network Wealth Advisors LLC 0.14% Reduce -4.2% 4,611 $139K
AdvisorNet Financial, Inc 0.01% No change 4,020 $122K
Capital Investment Advisory Services, LLC 0.01% No change 4,000 $121K
Red Reef Advisors LLC 0.09% No change 3,102 $94K
Keating Financial Advisory Services, Inc. 0.01% No change 2,694 $81K
Parallel Advisors, LLC 0.00% Reduce -21.7% 1,800 $54K
CoreCap Advisors, LLC 0.00% No change 1,740 $53K
Morgan Stanley 0.00% No change 1,642 $50K
Regatta Research & Money Management 0.03% — 1,010 $31K
International Assets Investment Management, LLC 0.00% No change 594 $18K
Capital Analysts, LLC 0.00% No change 523 $16K
Noble Wealth Management PBC 0.01% No change 426 $13K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 156 $5K
Global Retirement Partners, LLC 0.00% — 100 $3K
Triumph Capital Management 0.00% No change 40 $1K

"% of holder's portfolio" is TJUL's weight in each manager's 13F, not the share of Innovator Equity Defined Pro the manager owns.