Innovator Equity Defined ProTJULETF
13F holders, Q3 2025 (September 30)80holders +2
11new positions
11sold out
1famous investor
$29.23avg. 13F price*
At the end of Q3 2025, 80 institutions reported holding Innovator Equity Defined Pro (TJUL) in their 13F filings, up 2 from Q2 2025. 11 opened new positions and 11 sold out. The largest holders were Gradient Investments LLC ($27.9M), Commonwealth Equity Services, LLC ($17.8M) and Vishria Bird Financial Group, LLC ($11.2M). 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $4.9M |
| Exits | 11 | $3.0M |
All 13F filers, Q2 2025 → Q3 2025: 471,853 shares bought and 353,585 shares sold, net +118,268 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 80 holders
| Gradient Investments LLC | 0.47% | Add +2.2% | 953,418 | $27.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -11.0% | 608,348 | $17.8M |
| Vishria Bird Financial Group, LLC | 2.19% | Reduce -0.3% | 381,472 | $11.2M |
| Bullseye Investment Management, LLC | 3.53% | No change | 196,880 | $5.5M |
| Brookstone Capital Management | 0.06% | Add +105.0% | 183,512 | $5.4M |
| Mattson Financial Services, LLC | 0.77% | Add +3.2% | 110,536 | $3.2M |
| Osaic Holdings, Inc. | 0.00% | Add +11.5% | 107,194 | $3.1M |
| Brown Financial Advisors | 1.10% | Add +0.8% | 101,543 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.8% | 91,130 | $2.7M |
| KFG Wealth Management, LLC | 0.36% | Reduce -14.1% | 84,177 | $2.5M |
| Cetera Investment Advisers | 0.00% | Add +63.6% | 72,203 | $2.1M |
| AE Wealth Management LLC | 0.01% | Add +320.6% | 65,437 | $1.9M |
| Mgo One Seven LLC | 0.04% | No change | 64,263 | $1.9M |
| Syntegra Private Wealth Group, LLC | 0.17% | Add +2.5% | 62,862 | $1.8M |
| LPL Financial LLC | 0.00% | Add +1.4% | 59,946 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -36.9% | 56,902 | $1.7M |
| Diligent Investors, LLC | 0.39% | Reduce -8.7% | 52,415 | $1.5M |
| MTM Financial Group, LLC | 0.69% | Reduce -1.5% | 47,588 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +22.9% | 42,557 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Add +16.8% | 41,670 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +112.5% | 38,464 | $1.1M |
| Brass Tax Wealth Management, Inc. | 0.18% | Add +10.9% | 36,479 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Add +538.1% | 35,017 | $1.0M |
| MML Investors Services, LLC | 0.00% | Add +43.0% | 35,016 | $1.0M |
| Cypress Wealth Services, LLC | 0.17% | New | 34,867 | $1.0M |
| Kingswood Wealth Advisors, LLC | 0.06% | Reduce -3.5% | 34,297 | $1.0M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -0.7% | 29,167 | $854K |
| Howard Bailey Securities, LLC | 0.22% | New | 26,548 | $777K |
| Vantage Financial Partners, LLC | 0.16% | Add +24.3% | 25,662 | $752K |
| Trek Financial, LLC | 0.04% | Reduce -11.4% | 25,219 | $739K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.7% | 25,059 | $735K |
| Csenge Advisory Group | 0.03% | New | 24,209 | $709K |
| Lake Street Private Wealth, LLC | 0.09% | Reduce -26.5% | 23,900 | $700K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -13.8% | 23,708 | $694K |
| Atlantic Private Wealth, LLC | 0.43% | New | 22,795 | $668K |
| A4 Wealth Advisors LLC | 0.56% | — | 22,792 | $667K |
| Spire Wealth Management | 0.02% | Reduce -6.6% | 22,679 | $664K |
| Central Valley Advisors, LLC | 0.20% | No change | 21,658 | $634K |
| Paladin Wealth, LLC | 0.43% | Add +6.9% | 20,414 | $598K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.8% | 17,253 | $505K |
| Focus Partners Wealth | 0.00% | Reduce -4.6% | 16,093 | $471K |
| GWN Securities Inc. | 0.10% | Add +3.5% | 14,934 | $437K |
| Sound Income Strategies, LLC | 0.02% | New | 14,569 | $428K |
| Old Mission Capital LLC | 0.01% | Reduce -77.2% | 13,631 | $399K |
| Three Seasons Wealth, LLC | 0.04% | Add +30.0% | 13,583 | $398K |
| Maia Wealth LLC | 0.07% | Reduce -3.7% | 13,255 | $390K |
| Beacon Financial Advisory LLC | 0.08% | No change | 11,930 | $349K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -17.8% | 11,915 | $349K |
| Castle Rock Wealth Management, LLC | 0.07% | No change | 10,625 | $312K |
| Tradition Wealth Management, LLC | 0.02% | New | 10,092 | $296K |
| Janney Montgomery Scott LLC | 0.00% | No change | 9,794 | $287K |
| Harbour Investments, Inc. | 0.01% | Reduce -30.2% | 9,664 | $283K |
| Pine Harbor Wealth Management, LLC | 0.09% | New | 9,647 | $283K |
| Triumph Capital Management | 0.07% | Reduce -12.6% | 8,928 | $261K |
| Mutual Advisors, LLC | 0.01% | New | 8,629 | $254K |
| Prostatis Group LLC | 0.06% | New | 8,676 | $254K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Add +15.1% | 8,400 | $246K |
| Sigma Planning Corp | 0.01% | No change | 8,337 | $244K |
| Strategic Blueprint, LLC | 0.01% | Reduce -27.8% | 8,200 | $240K |
| Plotkin Financial Advisors, LLC | 0.11% | Reduce -29.0% | 7,801 | $228K |
| Citadel Advisors | 0.00% | New | 7,789 | $228K |
| Amplius Wealth Advisors, LLC | 0.02% | Reduce -18.4% | 6,884 | $202K |
| JPMorgan Chase & Co. | 0.00% | Reduce -37.1% | 5,910 | $173K |
| Financial Network Wealth Advisors LLC | 0.15% | Add +261.5% | 4,811 | $141K |
| IFP Advisors, Inc | 0.00% | Add +1.0% | 4,691 | $137K |
| AdvisorNet Financial, Inc | 0.01% | No change | 4,020 | $118K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 4,000 | $117K |
| Centaurus Financial, Inc. | 0.01% | No change | 3,900 | $114K |
| CoreCap Advisors, LLC | 0.00% | No change | 3,340 | $98K |
| UBS Group AG | 0.00% | Reduce -94.2% | 1,751 | $51K |
| Noble Wealth Management PBC | 0.03% | — | 1,701 | $50K |
| Morgan Stanley | 0.00% | Add +6.1% | 1,642 | $48K |
| Bank of Montreal | 0.00% | No change | 1,500 | $44K |
| Cwm, LLC | 0.00% | New | 998 | $29K |
| Capital Analysts, LLC | 0.00% | No change | 523 | $15K |
| Parallel Advisors, LLC | 0.00% | No change | 500 | $15K |
| Principal Securities, Inc. | 0.00% | No change | 445 | $13K |
| MAI Capital Management | 0.00% | No change | 203 | $6K |
| Global Retirement Partners, LLC | 0.00% | No change | 100 | $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.