Innovator Equity Defined ProTJULETF
13F holders, Q2 2024 (June 30)90holders
4new positions
3sold out
1famous investor
$26.67avg. 13F price*
At the end of Q2 2024, 90 institutions reported holding Innovator Equity Defined Pro (TJUL) in their 13F filings, unchanged from Q1 2024. 4 opened new positions and 3 sold out. The largest holders were Amplius Wealth Advisors, LLC ($32.2M), Commonwealth Equity Services, LLC ($20.0M) and Vishria Bird Financial Group, LLC ($10.7M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.9M |
| Exits | 3 | $7.2M |
All 13F filers, Q1 2024 → Q2 2024: 112,019 shares bought and 769,854 shares sold, net −657,835 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 90 holders
| Amplius Wealth Advisors, LLC | 3.58% | Reduce -7.9% | 1,201,136 | $32.2M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -7.7% | 748,254 | $20.0M |
| Vishria Bird Financial Group, LLC | 4.49% | Reduce -0.8% | 398,755 | $10.7M |
| AE Wealth Management LLC | 0.07% | Reduce -4.8% | 259,062 | $6.9M |
| Strategic Blueprint, LLC | 0.35% | Reduce -3.8% | 189,581 | $5.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.4% | 120,942 | $3.2M |
| KFG Wealth Management, LLC | 1.17% | Reduce -0.9% | 109,846 | $2.9M |
| Brookstone Capital Management | 0.05% | Reduce -1.1% | 106,876 | $2.9M |
| Cetera Investment Advisers | 0.01% | Reduce -12.4% | 106,959 | $2.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +13.6% | 104,434 | $2.8M |
| Fort Washington Investment Advisors Inc. | 0.01% | No change | 82,300 | $2.2M |
| Trek Financial, LLC | 0.16% | Reduce -14.5% | 77,498 | $2.1M |
| Mgo One Seven LLC | 0.10% | Reduce -9.4% | 77,350 | $2.1M |
| Centaurus Financial, Inc. | 0.13% | Reduce -1.2% | 70,142 | $1.9M |
| Syntegra Private Wealth Group, LLC | 0.21% | No change | 62,204 | $1.7M |
| Diligent Investors, LLC | 0.40% | Reduce -0.8% | 59,965 | $1.6M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -0.9% | 48,868 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -50.8% | 48,590 | $1.3M |
| MTM Financial Group, LLC | 0.76% | Reduce -0.7% | 44,236 | $1.2M |
| Cypress Wealth Services, LLC | 0.25% | No change | 41,600 | $1.1M |
| Relative Value Partners Group, LLC | 0.14% | New | 40,305 | $1.1M |
| Lake Street Private Wealth, LLC | 0.14% | Reduce -10.8% | 40,305 | $1.1M |
| Maia Wealth LLC | 0.30% | — | 37,302 | $1.0M |
| Harbour Investments, Inc. | 0.03% | Reduce -3.3% | 37,437 | $1.0M |
| Bullseye Investment Management, LLC | 0.69% | Reduce -69.4% | 37,028 | $1.0M |
| HighTower Advisors, LLC | 0.00% | No change | 35,904 | $961K |
| Brass Tax Wealth Management, Inc. | 0.17% | No change | 32,920 | $882K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -14.9% | 32,005 | $857K |
| Captrust Financial Advisors | 0.00% | No change | 29,088 | $779K |
| Main Street Financial Solutions, LLC | 0.07% | Add +16.0% | 27,508 | $737K |
| MML Investors Services, LLC | 0.00% | Add +8.0% | 27,185 | $728K |
| CGN Advisors LLC | 0.08% | No change | 26,280 | $704K |
| Vantage Financial Partners, LLC | 0.17% | No change | 25,176 | $674K |
| Envestnet Asset Management Inc. | 0.00% | Add +1.1% | 25,052 | $671K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 24,400 | $653K |
| FSA Advisors, Inc. | 0.68% | Reduce -0.9% | 24,357 | $652K |
| Pinnacle Wealth Management Group, Inc. | 0.42% | Reduce -4.1% | 23,160 | $620K |
| Prostatis Group LLC | 0.21% | Add +5.4% | 22,814 | $611K |
| Cerity Partners LLC | 0.00% | Add +1.6% | 19,544 | $523K |
| Pine Harbor Wealth Management, LLC | 0.31% | Reduce -0.9% | 19,392 | $519K |
| John W. Brooker & Co., CPAs | 0.24% | No change | 18,175 | $487K |
| Focus Partners Wealth | 0.00% | New | 17,591 | $471K |
| Garden State Investment Advisory Services LLC | 0.16% | Reduce -36.4% | 17,567 | $470K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | No change | 17,488 | $468K |
| Royal Bank of Canada | 0.00% | Add +40.5% | 17,427 | $467K |
| Plotkin Financial Advisors, LLC | 0.30% | Reduce -1.7% | 17,339 | $464K |
| Susquehanna International Group, LLP | 0.00% | Add +37.9% | 16,648 | $446K |
| Citadel Advisors | 0.00% | Reduce -22.2% | 15,554 | $417K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -4.8% | 15,190 | $407K |
| Bright Futures Wealth Management, LLC. | 0.21% | Add +8.4% | 14,395 | $386K |
| Jane Street Group, LLC | 0.00% | Reduce -38.9% | 14,200 | $380K |
| Osaic Holdings, Inc. | 0.00% | Add +236.3% | 13,579 | $364K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -66.2% | 13,514 | $362K |
| Lion Street Advisors, LLC | 0.13% | Add +1.3% | 13,435 | $360K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -74.2% | 12,681 | $340K |
| Beacon Financial Advisory LLC | 0.12% | No change | 11,930 | $319K |
| Atlantic Private Wealth, LLC | 0.25% | No change | 11,326 | $303K |
| IFG Advisory, LLC | 0.02% | New | 10,760 | $288K |
| Castle Rock Wealth Management, LLC | 0.07% | No change | 10,625 | $285K |
| Three Seasons Wealth, LLC | 0.15% | No change | 10,452 | $280K |
| Old Mission Capital LLC | 0.01% | Reduce -63.7% | 10,241 | $274K |
| Fermata Advisors, LLC | 0.06% | No change | 9,945 | $266K |
| Sigma Planning Corp | 0.01% | Reduce -17.2% | 9,837 | $263K |
| Silver Oak Securities, Incorporated | 0.04% | Add +17.1% | 9,682 | $259K |
| Accurate Wealth Management, LLC | 0.06% | Reduce -1.9% | 9,243 | $249K |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 8,727 | $234K |
| First Commonwealth Financial Corp | 0.06% | No change | 8,561 | $229K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -20.0% | 8,368 | $224K |
| Truist Financial Corp. | 0.00% | No change | 8,123 | $218K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 8,028 | $215K |
| TKG Advisors, LLC | 0.12% | No change | 8,000 | $214K |
| Capital Investment Advisory Services, LLC | 0.02% | No change | 7,000 | $187K |
| CoreCap Advisors, LLC | 0.01% | No change | 5,362 | $144K |
| Principal Securities, Inc. | 0.00% | No change | 4,122 | $110K |
| AdvisorNet Financial, Inc | 0.01% | No change | 4,020 | $108K |
| Arax Advisory Partners | 0.01% | Reduce -19.5% | 3,484 | $93K |
| IFP Advisors, Inc | 0.00% | No change | 3,000 | $80K |
| Morgan Stanley | 0.00% | Reduce -3.4% | 2,584 | $69K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 2,345 | $63K |
| Financial Network Wealth Advisors LLC | 0.03% | New | 1,431 | $38K |
| Bank of Montreal | 0.00% | No change | 1,300 | $35K |
| 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 |
| Central Valley Advisors, LLC | 0.00% | No change | 21,658 | $10K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 273 | $7K |
| Assetmark, Inc. | 0.00% | No change | 210 | $6K |
| UBS Group AG | 0.00% | Reduce -72.7% | 163 | $4K |
| 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.