Innovator Equity Defined ProTJULETF
13F holders, Q1 2024 (March 31)90holders
1famous investor
$26.30avg. 13F price*
At the end of Q1 2024, 90 institutions reported holding Innovator Equity Defined Pro (TJUL) in their 13F filings. The largest holders were Amplius Wealth Advisors, LLC ($34.3M), Commonwealth Equity Services, LLC ($21.3M) and Vishria Bird Financial Group, LLC ($10.6M). 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
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $10.3M |
| Exits | 7 | $1.7M |
Ownership 90 holders
| Amplius Wealth Advisors, LLC | 3.85% | Add +44.8% | 1,303,921 | $34.3M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -3.3% | 810,856 | $21.3M |
| Vishria Bird Financial Group, LLC | 4.53% | Reduce -1.4% | 401,906 | $10.6M |
| AE Wealth Management LLC | 0.08% | Reduce -3.9% | 272,077 | $7.2M |
| Strategic Blueprint, LLC | 0.37% | Add +25.3% | 197,059 | $5.2M |
| Accuvest Global Advisors | 2.01% | New | 174,380 | $4.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -6.0% | 126,482 | $3.3M |
| Cetera Investment Advisers | 0.01% | Add +514.3% | 122,058 | $3.2M |
| Bullseye Investment Management, LLC | 1.95% | Reduce -36.8% | 121,122 | $3.2M |
| KFG Wealth Management, LLC | 1.20% | Add +7.8% | 110,832 | $2.9M |
| Brookstone Capital Management | 0.05% | Add +11.7% | 108,060 | $2.8M |
| NewEdge Advisors, LLC | 0.02% | Reduce -13.2% | 98,755 | $2.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +27.6% | 91,909 | $2.4M |
| Trek Financial, LLC | 0.19% | Add +18.2% | 90,642 | $2.4M |
| Financial Designs Corp | 1.49% | New | 85,660 | $2.3M |
| Mgo One Seven LLC | 0.12% | Reduce -1.8% | 85,398 | $2.2M |
| Fort Washington Investment Advisors Inc. | 0.01% | No change | 82,300 | $2.2M |
| Centaurus Financial, Inc. | 0.13% | Reduce -2.7% | 71,025 | $1.9M |
| Syntegra Private Wealth Group, LLC | 0.21% | Add +13.4% | 62,204 | $1.6M |
| Diligent Investors, LLC | 0.40% | No change | 60,465 | $1.6M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -0.4% | 49,330 | $1.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.15% | Add +355.2% | 49,127 | $1.3M |
| Lake Street Private Wealth, LLC | 0.17% | Reduce -1.8% | 45,205 | $1.2M |
| MTM Financial Group, LLC | 0.78% | Reduce -7.6% | 44,536 | $1.2M |
| Cypress Wealth Services, LLC | 0.26% | No change | 41,600 | $1.1M |
| Eudaimonia Partners, LLC | 0.25% | No change | 40,378 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -18.9% | 40,013 | $1.1M |
| Harbour Investments, Inc. | 0.04% | Add +39.0% | 38,712 | $1.0M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -45.8% | 37,605 | $989K |
| HighTower Advisors, LLC | 0.00% | No change | 35,904 | $946K |
| Brass Tax Wealth Management, Inc. | 0.45% | — | 32,920 | $866K |
| InterOcean Capital Group, LLC | 0.02% | New | 32,176 | $847K |
| Captrust Financial Advisors | 0.00% | No change | 29,088 | $765K |
| Old Mission Capital LLC | 0.02% | Add +4.5% | 28,223 | $743K |
| Garden State Investment Advisory Services LLC | 0.27% | Reduce -0.1% | 27,604 | $726K |
| CGN Advisors LLC | 0.09% | No change | 26,280 | $691K |
| Vantage Financial Partners, LLC | 0.18% | Add +43.7% | 25,176 | $662K |
| MML Investors Services, LLC | 0.00% | Add +18.2% | 25,173 | $662K |
| Envestnet Asset Management Inc. | 0.00% | Add +72.8% | 24,786 | $652K |
| FSA Advisors, Inc. | 0.69% | Reduce -1.6% | 24,582 | $647K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -7.6% | 24,400 | $642K |
| Pinnacle Wealth Management Group, Inc. | 0.47% | No change | 24,160 | $636K |
| Main Street Financial Solutions, LLC | 0.07% | Reduce -0.1% | 23,708 | $624K |
| Jane Street Group, LLC | 0.00% | New | 23,248 | $612K |
| Central Valley Advisors, LLC | 0.29% | Add +9.9% | 21,658 | $570K |
| Prostatis Group LLC | 0.22% | Add +24.2% | 21,641 | $569K |
| Citadel Advisors | 0.00% | New | 19,981 | $526K |
| Pine Harbor Wealth Management, LLC | 0.32% | Add +7.3% | 19,568 | $515K |
| Cerity Partners LLC | 0.00% | New | 19,230 | $506K |
| John W. Brooker & Co., CPAs | 0.26% | No change | 18,175 | $478K |
| Plotkin Financial Advisors, LLC | 0.31% | Reduce -13.9% | 17,639 | $464K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 17,488 | $460K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -4.8% | 15,950 | $420K |
| SageView Advisory Group, LLC | 0.02% | Reduce -87.2% | 16,022 | $381K |
| Bright Futures Wealth Management, LLC. | 0.19% | — | 13,283 | $356K |
| Lion Street Advisors, LLC | 0.14% | No change | 13,260 | $340K |
| Royal Bank of Canada | 0.00% | Add +216.3% | 12,399 | $326K |
| Susquehanna International Group, LLP | 0.00% | Reduce -78.5% | 12,075 | $318K |
| Beacon Financial Advisory LLC | 0.15% | Reduce -16.0% | 11,930 | $314K |
| Sigma Planning Corp | 0.01% | New | 11,882 | $313K |
| Atlantic Private Wealth, LLC | 0.25% | No change | 11,326 | $298K |
| Castle Rock Wealth Management, LLC | 0.08% | No change | 10,625 | $276K |
| CreativeOne Wealth, LLC | 0.01% | Add +16.0% | 10,460 | $275K |
| Three Seasons Wealth, LLC | 0.19% | No change | 10,452 | $274K |
| Fermata Advisors, LLC | 0.06% | No change | 9,945 | $262K |
| Accurate Wealth Management, LLC | 0.07% | Add +13.7% | 9,418 | $245K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +3.6% | 8,727 | $230K |
| First Commonwealth Financial Corp | 0.06% | No change | 8,561 | $225K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -1.1% | 8,269 | $218K |
| Truist Financial Corp. | 0.00% | No change | 8,123 | $214K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 8,028 | $211K |
| TKG Advisors, LLC | 0.12% | No change | 8,000 | $210K |
| Capital Investment Advisory Services, LLC | 0.02% | No change | 7,000 | $184K |
| CoreCap Advisors, LLC | 0.01% | New | 5,362 | $141K |
| Arax Advisory Partners | 0.01% | No change | 4,330 | $114K |
| Principal Securities, Inc. | 0.00% | Add +3.0% | 4,122 | $108K |
| Osaic Holdings, Inc. | 0.00% | No change | 4,038 | $106K |
| AdvisorNet Financial, Inc | 0.01% | No change | 4,020 | $106K |
| IFP Advisors, Inc | 0.00% | No change | 3,000 | $79K |
| Morgan Stanley | 0.00% | New | 2,674 | $70K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +11.3% | 2,345 | $62K |
| Bank of Montreal | 0.00% | No change | 1,300 | $34K |
| UBS Group AG | 0.00% | New | 596 | $16K |
| Capital Analysts, LLC | 0.00% | No change | 523 | $14K |
| Parallel Advisors, LLC | 0.00% | No change | 500 | $13K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 403 | $11K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 273 | $7K |
| Assetmark, Inc. | 0.00% | New | 210 | $6K |
| Clear Point Advisors Inc. | 0.00% | No change | 100 | $3K |
| Global Retirement Partners, LLC | 0.00% | No change | 100 | $3K |
"% of holder's portfolio" is TJUL's weight in each manager's 13F, not the share of Innovator Equity Defined Pro the manager owns.