Innovator Equity Defined ProTJULETF
13F holders, Q1 2025 (March 31)83holders −8
4new positions
10sold out
1famous investor
$28.06avg. 13F price*
At the end of Q1 2025, 83 institutions reported holding Innovator Equity Defined Pro (TJUL) in their 13F filings, down 8 from Q4 2024. 4 opened new positions and 10 sold out. The largest holders were Gradient Investments LLC ($26.5M), Commonwealth Equity Services, LLC ($19.5M) 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.5M |
| Exits | 10 | $4.3M |
All 13F filers, Q4 2024 → Q1 2025: 466,713 shares bought and 1,639,463 shares sold, net −1,172,750 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 83 holders
| Gradient Investments LLC | 0.53% | Reduce -51.9% | 943,664 | $26.5M |
| Commonwealth Equity Services, LLC | 0.03% | Add +1.5% | 693,607 | $19.5M |
| Vishria Bird Financial Group, LLC | 3.72% | Reduce -1.4% | 389,832 | $10.9M |
| Bullseye Investment Management, LLC | 3.53% | Add +1372.7% | 196,880 | $5.5M |
| Strategic Blueprint, LLC | 0.26% | Reduce -2.2% | 168,760 | $4.7M |
| Mattson Financial Services, LLC | 0.91% | Reduce -48.4% | 107,481 | $3.0M |
| Brown Financial Advisors | 1.20% | Reduce -52.7% | 103,952 | $2.9M |
| KFG Wealth Management, LLC | 0.53% | Reduce -2.4% | 103,658 | $2.9M |
| Osaic Holdings, Inc. | 0.01% | Add +531.6% | 102,194 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -5.6% | 95,045 | $2.7M |
| Brookstone Capital Management | 0.04% | Reduce -0.3% | 89,852 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +593.1% | 75,671 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -25.0% | 74,687 | $2.1M |
| Mgo One Seven LLC | 0.07% | Reduce -8.3% | 66,263 | $1.9M |
| Syntegra Private Wealth Group, LLC | 0.20% | Reduce -1.4% | 61,311 | $1.7M |
| Diligent Investors, LLC | 0.39% | No change | 57,415 | $1.6M |
| LPL Financial LLC | 0.00% | Add +296.8% | 52,056 | $1.5M |
| MTM Financial Group, LLC | 0.81% | Reduce -4.9% | 49,087 | $1.4M |
| Cetera Investment Advisers | 0.00% | Reduce -45.9% | 46,845 | $1.3M |
| Centaurus Financial, Inc. | 0.07% | No change | 43,354 | $1.2M |
| Lake Street Private Wealth, LLC | 0.17% | Reduce -3.3% | 36,305 | $1.0M |
| Kingswood Wealth Advisors, LLC | 0.09% | Reduce -6.1% | 36,001 | $1.0M |
| HighTower Advisors, LLC | 0.00% | No change | 35,904 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +17.7% | 34,271 | $962K |
| Brass Tax Wealth Management, Inc. | 0.19% | No change | 32,920 | $924K |
| Bison Wealth, LLC | 0.08% | Reduce -47.4% | 32,142 | $902K |
| Farther Finance Advisors, LLC | 0.02% | New | 29,373 | $823K |
| MML Investors Services, LLC | 0.00% | Add +0.4% | 29,150 | $818K |
| Trek Financial, LLC | 0.06% | Reduce -16.0% | 28,848 | $809K |
| Main Street Financial Solutions, LLC | 0.07% | No change | 27,508 | $772K |
| Spire Wealth Management | 0.02% | No change | 26,133 | $733K |
| Harbour Investments, Inc. | 0.02% | Reduce -12.8% | 24,449 | $686K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 24,400 | $685K |
| Central Valley Advisors, LLC | 0.23% | No change | 21,658 | $608K |
| Vantage Financial Partners, LLC | 0.14% | Reduce -16.5% | 20,638 | $579K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -61.9% | 20,324 | $570K |
| FSA Advisors, Inc. | 0.44% | Reduce -17.2% | 19,872 | $558K |
| UBS Group AG | 0.00% | Add +1873.2% | 19,692 | $553K |
| Paladin Wealth, LLC | 0.49% | Reduce -53.8% | 19,576 | $549K |
| NewEdge Advisors, LLC | 0.00% | Reduce -10.9% | 19,558 | $549K |
| Cerity Partners LLC | 0.00% | No change | 19,230 | $540K |
| Focus Partners Wealth | 0.00% | No change | 16,866 | $473K |
| Noble Wealth Management PBC | 0.30% | Reduce -2.8% | 15,892 | $446K |
| AE Wealth Management LLC | 0.00% | Reduce -0.4% | 15,059 | $423K |
| GWN Securities Inc. | 0.02% | New | 14,438 | $405K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -1.1% | 14,325 | $402K |
| Plotkin Financial Advisors, LLC | 0.24% | Reduce -1.1% | 14,156 | $397K |
| Maia Wealth LLC | 0.09% | Reduce -42.4% | 13,895 | $385K |
| AssuredPartners Investment Advisors, LLC | 0.07% | Reduce -1.0% | 13,631 | $382K |
| Lion Street Advisors, LLC | 0.12% | No change | 13,435 | $377K |
| Beacon Financial Advisory LLC | 0.10% | No change | 11,930 | $335K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -28.9% | 11,089 | $311K |
| Prostatis Group LLC | 0.10% | Reduce -47.6% | 11,025 | $309K |
| Castle Rock Wealth Management, LLC | 0.08% | No change | 10,625 | $298K |
| Three Seasons Wealth, LLC | 0.15% | No change | 10,452 | $293K |
| Pine Harbor Wealth Management, LLC | 0.12% | Reduce -4.3% | 10,382 | $291K |
| JPMorgan Chase & Co. | 0.00% | Add +81.3% | 10,014 | $281K |
| Fermata Advisors, LLC | 0.05% | No change | 9,945 | $279K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -15.5% | 9,794 | $275K |
| Triumph Capital Management | 0.09% | New | 9,288 | $261K |
| Citadel Advisors | 0.00% | Reduce -51.7% | 8,518 | $239K |
| Amplius Wealth Advisors, LLC | 0.02% | Add +0.7% | 8,432 | $237K |
| Sigma Planning Corp | 0.01% | No change | 8,337 | $234K |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 7,820 | $219K |
| Accurate Wealth Management, LLC | 0.04% | Reduce -19.5% | 7,443 | $205K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | No change | 7,300 | $205K |
| Barclays PLC | 0.00% | Reduce -0.5% | 7,163 | $201K |
| IFP Advisors, Inc | 0.00% | No change | 5,600 | $157K |
| Wood Tarver Financial Group, LLC | 0.05% | No change | 4,988 | $140K |
| AdvisorNet Financial, Inc | 0.01% | No change | 4,020 | $113K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 4,000 | $112K |
| CoreCap Advisors, LLC | 0.00% | Reduce -25.8% | 3,340 | $94K |
| Investment Management Corp. /Va/ | 0.06% | Reduce -51.7% | 2,317 | $65K |
| Morgan Stanley | 0.00% | No change | 1,548 | $43K |
| Financial Network Wealth Advisors LLC | 0.05% | New | 1,431 | $40K |
| Atlantic Private Wealth, LLC | 0.03% | Reduce -87.5% | 1,414 | $40K |
| Principal Securities, Inc. | 0.00% | No change | 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% | No change | 203 | $6K |
| Sterling Capital Management LLC | 0.00% | No change | 123 | $3K |
| Assetmark, Inc. | 0.00% | No change | 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.