Innovator Equity Defined ProTJULETF
13F holders, Q4 2024 (December 31)91holders +2
6new positions
9sold out
1famous investor
$27.76avg. 13F price*
At the end of Q4 2024, 91 institutions reported holding Innovator Equity Defined Pro (TJUL) in their 13F filings, up 2 from Q3 2024. 6 opened new positions and 9 sold out. The largest holders were Gradient Investments LLC ($54.4M), Commonwealth Equity Services, LLC ($19.0M) and Vishria Bird Financial Group, LLC ($11.0M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $7.1M |
| Exits | 9 | $6.3M |
All 13F filers, Q3 2024 → Q4 2024: 448,396 shares bought and 455,794 shares sold, net −7,398 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 91 holders
| Gradient Investments LLC | 1.10% | Add +6.4% | 1,959,830 | $54.4M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -5.2% | 683,150 | $19.0M |
| Vishria Bird Financial Group, LLC | 3.85% | Reduce -0.8% | 395,548 | $11.0M |
| Brown Financial Advisors | 2.45% | Add +5.7% | 219,961 | $6.1M |
| Mattson Financial Services, LLC | 1.82% | New | 208,472 | $5.7M |
| Strategic Blueprint, LLC | 0.29% | Reduce -7.0% | 172,480 | $4.8M |
| KFG Wealth Management, LLC | 0.55% | Reduce -2.0% | 106,159 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -15.8% | 100,665 | $2.8M |
| Kestra Advisory Services, LLC | 0.02% | Add +14.1% | 99,574 | $2.8M |
| Brookstone Capital Management | 0.04% | Reduce -0.0% | 90,076 | $2.5M |
| Cetera Investment Advisers | 0.01% | Reduce -12.3% | 86,598 | $2.4M |
| Mgo One Seven LLC | 0.08% | Reduce -0.4% | 72,263 | $2.0M |
| Syntegra Private Wealth Group, LLC | 0.20% | No change | 62,204 | $1.7M |
| Bison Wealth, LLC | 0.21% | — | 61,083 | $1.7M |
| Diligent Investors, LLC | 0.37% | Reduce -4.3% | 57,415 | $1.6M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -1.2% | 53,347 | $1.5M |
| MTM Financial Group, LLC | 0.86% | Reduce -0.1% | 51,624 | $1.4M |
| Centaurus Financial, Inc. | 0.07% | Reduce -38.4% | 43,354 | $1.2M |
| Paladin Wealth, LLC | 1.02% | Add +11.5% | 42,322 | $1.2M |
| Kingswood Wealth Advisors, LLC | 0.08% | Add +155.2% | 38,355 | $1.1M |
| Lake Street Private Wealth, LLC | 0.17% | Reduce -3.6% | 37,555 | $1.0M |
| HighTower Advisors, LLC | 0.00% | No change | 35,904 | $997K |
| Trek Financial, LLC | 0.07% | Reduce -0.0% | 34,341 | $954K |
| Brass Tax Wealth Management, Inc. | 0.19% | No change | 32,920 | $914K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.5% | 29,108 | $808K |
| MML Investors Services, LLC | 0.00% | Reduce -2.6% | 29,042 | $806K |
| Captrust Financial Advisors | 0.00% | Reduce -3.4% | 28,088 | $780K |
| Harbour Investments, Inc. | 0.02% | Reduce -18.6% | 28,027 | $778K |
| Main Street Financial Solutions, LLC | 0.08% | No change | 27,508 | $764K |
| Old Mission Capital LLC | 0.02% | Add +47.8% | 26,379 | $733K |
| CGN Advisors LLC | 0.07% | No change | 26,280 | $730K |
| Spire Wealth Management | 0.02% | New | 26,133 | $726K |
| Vantage Financial Partners, LLC | 0.17% | Reduce -0.9% | 24,720 | $686K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 24,400 | $678K |
| Maia Wealth LLC | 0.15% | Add +21.5% | 24,107 | $676K |
| FSA Advisors, Inc. | 0.81% | No change | 23,989 | $658K |
| NewEdge Advisors, LLC | 0.00% | Reduce -32.7% | 21,953 | $610K |
| Central Valley Advisors, LLC | 0.27% | No change | 21,658 | $601K |
| Prostatis Group LLC | 0.17% | Reduce -13.4% | 21,047 | $584K |
| Cerity Partners LLC | 0.00% | No change | 19,230 | $534K |
| Citadel Advisors | 0.00% | Reduce -25.9% | 17,634 | $490K |
| Raymond James Financial Inc. | 0.00% | — | 17,488 | $486K |
| Focus Partners Wealth | 0.00% | Reduce -4.1% | 16,866 | $468K |
| Noble Wealth Management PBC | 0.32% | — | 16,347 | $454K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.9% | 16,179 | $449K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -25.4% | 15,594 | $433K |
| Pinnacle Wealth Management Group, Inc. | 0.27% | No change | 15,360 | $427K |
| AE Wealth Management LLC | 0.00% | Reduce -20.8% | 15,119 | $420K |
| Sunbelt Securities, Inc. | 0.04% | No change | 14,490 | $403K |
| Plotkin Financial Advisors, LLC | 0.24% | Reduce -0.3% | 14,306 | $397K |
| AssuredPartners Investment Advisors, LLC | 0.07% | — | 13,773 | $382K |
| Lion Street Advisors, LLC | 0.12% | No change | 13,435 | $373K |
| Bullseye Investment Management, LLC | 0.26% | Reduce -80.0% | 13,369 | $371K |
| LPL Financial LLC | 0.00% | New | 13,119 | $364K |
| Bright Futures Wealth Management, LLC. | 0.33% | Reduce -8.0% | 12,967 | $364K |
| Beacon Financial Advisory LLC | 0.11% | No change | 11,930 | $331K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -14.2% | 11,594 | $322K |
| Atlantic Private Wealth, LLC | 0.24% | No change | 11,326 | $315K |
| Susquehanna International Group, LLP | 0.00% | New | 10,917 | $303K |
| Pine Harbor Wealth Management, LLC | 0.12% | Reduce -10.1% | 10,846 | $301K |
| Castle Rock Wealth Management, LLC | 0.07% | No change | 10,625 | $299K |
| Three Seasons Wealth, LLC | 0.14% | No change | 10,452 | $290K |
| Fermata Advisors, LLC | 0.05% | No change | 9,945 | $276K |
| Accurate Wealth Management, LLC | 0.05% | No change | 9,243 | $257K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -22.9% | 8,508 | $236K |
| Amplius Wealth Advisors, LLC | 0.02% | Reduce -28.7% | 8,377 | $233K |
| Sigma Planning Corp | 0.01% | No change | 8,337 | $232K |
| CreativeOne Wealth, LLC | 0.01% | No change | 8,130 | $226K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 8,028 | $223K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -10.4% | 7,820 | $217K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | No change | 7,300 | $203K |
| Barclays PLC | 0.00% | Add +14304.0% | 7,202 | $200K |
| IFP Advisors, Inc | 0.01% | Reduce -9.7% | 5,600 | $156K |
| JPMorgan Chase & Co. | 0.00% | Reduce -56.7% | 5,525 | $153K |
| Wood Tarver Financial Group, LLC | 0.05% | — | 4,988 | $138K |
| Investment Management Corp. /Va/ | 0.12% | — | 4,800 | $133K |
| CoreCap Advisors, LLC | 0.01% | Reduce -13.1% | 4,500 | $125K |
| AdvisorNet Financial, Inc | 0.01% | No change | 4,020 | $112K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -42.9% | 4,000 | $111K |
| Arax Advisory Partners | 0.00% | Reduce -20.9% | 2,754 | $76K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 2,345 | $66K |
| Morgan Stanley | 0.00% | Reduce -40.1% | 1,548 | $43K |
| UBS Group AG | 0.00% | Reduce -87.0% | 998 | $28K |
| Principal Securities, Inc. | 0.00% | Add +364.8% | 567 | $16K |
| Capital Analysts, LLC | 0.00% | No change | 523 | $15K |
| Parallel Advisors, LLC | 0.00% | No change | 500 | $14K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 403 | $11K |
| MAI Capital Management | 0.00% | New | 203 | $6K |
| Sterling Capital Management LLC | 0.00% | No change | 123 | $3K |
| Global Retirement Partners, LLC | 0.00% | No change | 100 | $3K |
| Assetmark, Inc. | 0.00% | New | 38 | $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.