Innovator Equity Defined ProTJULETF
13F holders, Q3 2024 (September 30)89holders −1
8new positions
9sold out
1famous investor
$27.52avg. 13F price*
At the end of Q3 2024, 89 institutions reported holding Innovator Equity Defined Pro (TJUL) in their 13F filings, down 1 from Q2 2024. 8 opened new positions and 9 sold out. The largest holders were Gradient Investments LLC ($50.6M), Commonwealth Equity Services, LLC ($19.8M) and Vishria Bird Financial Group, LLC ($10.9M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $59.4M |
| Exits | 9 | $2.2M |
All 13F filers, Q2 2024 → Q3 2024: 2,231,614 shares bought and 1,738,641 shares sold, net +492,973 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 89 holders
| Gradient Investments LLC | 1.05% | New | 1,842,535 | $50.6M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -3.7% | 720,594 | $19.8M |
| Vishria Bird Financial Group, LLC | 4.15% | No change | 398,755 | $10.9M |
| Brown Financial Advisors | 2.35% | New | 208,165 | $5.7M |
| Strategic Blueprint, LLC | 0.32% | Reduce -2.1% | 185,522 | $5.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.1% | 119,593 | $3.3M |
| KFG Wealth Management, LLC | 0.65% | Reduce -1.4% | 108,346 | $3.0M |
| Cetera Investment Advisers | 0.01% | Reduce -7.6% | 98,782 | $2.7M |
| Brookstone Capital Management | 0.04% | Reduce -15.7% | 90,105 | $2.5M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -16.5% | 87,249 | $2.4M |
| Mgo One Seven LLC | 0.09% | Reduce -6.2% | 72,550 | $2.0M |
| Centaurus Financial, Inc. | 0.12% | Add +0.3% | 70,385 | $1.9M |
| Bullseye Investment Management, LLC | 1.10% | Add +80.1% | 66,682 | $1.8M |
| Syntegra Private Wealth Group, LLC | 0.20% | No change | 62,204 | $1.7M |
| Diligent Investors, LLC | 0.38% | No change | 59,965 | $1.6M |
| Fort Washington Investment Advisors Inc. | 0.01% | Reduce -31.4% | 56,500 | $1.6M |
| International Assets Investment Management, LLC | 0.12% | New | 39,794 | $1.5M |
| Foundations Investment Advisors, LLC | 0.03% | Add +10.5% | 53,996 | $1.5M |
| MTM Financial Group, LLC | 0.87% | Add +16.9% | 51,696 | $1.4M |
| Cypress Wealth Services, LLC | 0.23% | Reduce -3.4% | 40,193 | $1.1M |
| Lake Street Private Wealth, LLC | 0.17% | Reduce -3.4% | 38,955 | $1.1M |
| Paladin Wealth, LLC | 0.91% | — | 37,950 | $1.0M |
| HighTower Advisors, LLC | 0.00% | No change | 35,904 | $986K |
| Harbour Investments, Inc. | 0.03% | Reduce -8.1% | 34,418 | $944K |
| Trek Financial, LLC | 0.07% | Reduce -55.7% | 34,347 | $942K |
| Brass Tax Wealth Management, Inc. | 0.19% | No change | 32,920 | $903K |
| NewEdge Advisors, LLC | 0.01% | Reduce -32.9% | 32,615 | $895K |
| MML Investors Services, LLC | 0.00% | Add +9.7% | 29,820 | $818K |
| Envestnet Asset Management Inc. | 0.00% | Add +18.0% | 29,560 | $811K |
| Captrust Financial Advisors | 0.00% | No change | 29,088 | $798K |
| Main Street Financial Solutions, LLC | 0.07% | No change | 27,508 | $755K |
| CGN Advisors LLC | 0.07% | No change | 26,280 | $721K |
| Vantage Financial Partners, LLC | 0.17% | Reduce -0.9% | 24,949 | $685K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 24,400 | $670K |
| Prostatis Group LLC | 0.22% | Add +6.6% | 24,315 | $667K |
| FSA Advisors, Inc. | 0.66% | Reduce -1.5% | 23,989 | $658K |
| Citadel Advisors | 0.00% | Add +53.0% | 23,803 | $653K |
| Goldman Sachs Group Inc. | 0.00% | New | 23,780 | $653K |
| Central Valley Advisors, LLC | 0.34% | No change | 21,658 | $594K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -34.6% | 20,915 | $574K |
| Maia Wealth LLC | 0.13% | Reduce -46.8% | 19,837 | $545K |
| Cerity Partners LLC | 0.00% | Reduce -1.6% | 19,230 | $528K |
| AE Wealth Management LLC | 0.00% | Reduce -92.6% | 19,095 | $524K |
| John W. Brooker & Co., CPAs | 0.23% | No change | 18,175 | $499K |
| Old Mission Capital LLC | 0.01% | Add +74.3% | 17,848 | $490K |
| Focus Partners Wealth | 0.00% | No change | 17,591 | $483K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | No change | 17,488 | $480K |
| Osaic Holdings, Inc. | 0.00% | Add +23.9% | 16,830 | $462K |
| Jane Street Group, LLC | 0.00% | Add +9.0% | 15,476 | $425K |
| Pinnacle Wealth Management Group, Inc. | 0.27% | Reduce -33.7% | 15,360 | $421K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 15,027 | $412K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -4.6% | 14,490 | $398K |
| Plotkin Financial Advisors, LLC | 0.24% | Reduce -17.2% | 14,356 | $394K |
| Bright Futures Wealth Management, LLC. | 0.19% | Reduce -2.1% | 14,094 | $388K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.0% | 13,512 | $371K |
| Lion Street Advisors, LLC | 0.13% | No change | 13,435 | $369K |
| JPMorgan Chase & Co. | 0.00% | New | 12,761 | $350K |
| Pine Harbor Wealth Management, LLC | 0.16% | Reduce -37.8% | 12,066 | $331K |
| Beacon Financial Advisory LLC | 0.11% | No change | 11,930 | $327K |
| Amplius Wealth Advisors, LLC | 0.03% | Reduce -99.0% | 11,756 | $320K |
| Atlantic Private Wealth, LLC | 0.24% | No change | 11,326 | $311K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -13.0% | 11,035 | $303K |
| IFG Advisory, LLC | 0.02% | No change | 10,760 | $295K |
| Castle Rock Wealth Management, LLC | 0.07% | No change | 10,625 | $291K |
| Three Seasons Wealth, LLC | 0.15% | No change | 10,452 | $287K |
| Fermata Advisors, LLC | 0.06% | No change | 9,945 | $273K |
| Accurate Wealth Management, LLC | 0.05% | No change | 9,243 | $254K |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 8,727 | $239K |
| Sigma Planning Corp | 0.01% | Reduce -15.3% | 8,337 | $229K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -2.8% | 8,130 | $223K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 8,028 | $220K |
| TKG Advisors, LLC | 0.11% | No change | 8,000 | $220K |
| UBS Group AG | 0.00% | Add +4595.1% | 7,653 | $210K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | New | 7,300 | $200K |
| Capital Investment Advisory Services, LLC | 0.02% | No change | 7,000 | $192K |
| IFP Advisors, Inc | 0.01% | Add +106.7% | 6,200 | $170K |
| CoreCap Advisors, LLC | 0.01% | Reduce -3.4% | 5,180 | $142K |
| AdvisorNet Financial, Inc | 0.01% | No change | 4,020 | $110K |
| Arax Advisory Partners | 0.01% | No change | 3,484 | $96K |
| Morgan Stanley | 0.00% | No change | 2,584 | $71K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 2,345 | $64K |
| Capital Analysts, LLC | 0.00% | No change | 523 | $14K |
| Parallel Advisors, LLC | 0.00% | No change | 500 | $14K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 403 | $11K |
| Sterling Capital Management LLC | 0.00% | — | 123 | $3K |
| Principal Securities, Inc. | 0.00% | Reduce -97.0% | 122 | $3K |
| Clear Point Advisors Inc. | 0.00% | No change | 100 | $3K |
| Global Retirement Partners, LLC | 0.00% | No change | 100 | $3K |
| Barclays PLC | 0.00% | New | 50 | $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.