Innovator Equity Defined ProTJULETF
13F holders, Q4 2025 (December 31)93holders +13
14new positions
8sold out
1famous investor
$29.59avg. 13F price*
At the end of Q4 2025, 93 institutions reported holding Innovator Equity Defined Pro (TJUL) in their 13F filings, up 13 from Q3 2025. 14 opened new positions and 8 sold out. The largest holders were Gradient Investments LLC ($28.6M), Mercer Global Advisors Inc. ($22.4M) and Commonwealth Equity Services, LLC ($17.4M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $25.9M |
| Exits | 8 | $1.7M |
All 13F filers, Q3 2025 → Q4 2025: 909,739 shares bought and 384,569 shares sold, net +525,170 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 93 holders
| Gradient Investments LLC | 0.45% | Add +1.2% | 965,144 | $28.6M |
| Mercer Global Advisors Inc. | 0.03% | New | 756,108 | $22.4M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -3.5% | 587,006 | $17.4M |
| Brookstone Capital Management | 0.06% | Add +1.6% | 186,376 | $5.5M |
| Mattson Financial Services, LLC | 0.75% | Reduce -1.6% | 108,718 | $3.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.8% | 105,281 | $3.1M |
| Brown Financial Advisors | 1.10% | Reduce -0.3% | 101,273 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.8% | 90,392 | $2.7M |
| KFG Wealth Management, LLC | 0.33% | Reduce -1.2% | 83,130 | $2.5M |
| Cetera Investment Advisers | 0.00% | Add +0.1% | 72,254 | $2.1M |
| AE Wealth Management LLC | 0.01% | Reduce -3.3% | 63,287 | $1.9M |
| Syntegra Private Wealth Group, LLC | 0.17% | Add +0.2% | 62,960 | $1.9M |
| LPL Financial LLC | 0.00% | Reduce -4.7% | 57,137 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.5% | 56,643 | $1.7M |
| Diligent Investors, LLC | 0.38% | No change | 52,415 | $1.6M |
| MTM Financial Group, LLC | 0.67% | Reduce -0.3% | 47,463 | $1.4M |
| HighTower Advisors, LLC | 0.00% | No change | 41,670 | $1.2M |
| Mgo One Seven LLC | 0.02% | Reduce -38.7% | 39,403 | $1.2M |
| Waverly Advisors, LLC | 0.01% | New | 36,479 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -16.5% | 35,518 | $1.1M |
| Cypress Wealth Services, LLC | 0.14% | No change | 34,867 | $1.0M |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -3.1% | 33,216 | $983K |
| Raymond James Financial Inc. | 0.00% | Reduce -10.2% | 31,458 | $931K |
| MML Investors Services, LLC | 0.00% | Reduce -19.3% | 28,269 | $836K |
| Integrity Alliance, Llc. | 0.03% | New | 27,226 | $806K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -8.0% | 26,823 | $794K |
| Tempo Wealth, LLC | 0.14% | — | 25,780 | $763K |
| Vantage Financial Partners, LLC | 0.15% | No change | 25,662 | $759K |
| Trek Financial, LLC | 0.04% | No change | 25,219 | $746K |
| Csenge Advisory Group | 0.03% | Add +4.0% | 25,178 | $745K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 25,059 | $744K |
| Citadel Advisors | 0.00% | Add +211.1% | 24,228 | $717K |
| Main Street Financial Solutions, LLC | 0.05% | No change | 23,708 | $702K |
| Atlantic Private Wealth, LLC | 0.43% | No change | 22,795 | $675K |
| Spire Wealth Management | 0.02% | Add +0.0% | 22,683 | $671K |
| Central Valley Advisors, LLC | 0.19% | No change | 21,658 | $641K |
| Howard Bailey Securities, LLC | 0.25% | Reduce -20.3% | 21,170 | $626K |
| Paladin Wealth, LLC | 0.40% | Reduce -3.7% | 19,656 | $582K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.9% | 16,747 | $496K |
| Focus Partners Wealth | 0.00% | No change | 16,093 | $476K |
| GWN Securities Inc. | 0.09% | Add +1.8% | 15,202 | $450K |
| Sound Income Strategies, LLC | 0.02% | Reduce -0.0% | 14,567 | $433K |
| Three Seasons Wealth, LLC | 0.04% | No change | 13,583 | $402K |
| Susquehanna International Group, LLP | 0.00% | Reduce -66.1% | 13,055 | $386K |
| Maia Wealth LLC | 0.07% | Reduce -2.8% | 12,891 | $382K |
| Beacon Financial Advisory LLC | 0.08% | No change | 11,930 | $353K |
| Sunbelt Securities, Inc. | 0.02% | No change | 11,915 | $353K |
| Goldman Sachs Group Inc. | 0.00% | New | 11,487 | $340K |
| Castle Rock Wealth Management, LLC | 0.07% | No change | 10,625 | $316K |
| IMC-Chicago, LLC | 0.01% | New | 10,548 | $312K |
| Integrated Wealth Management | 0.35% | — | 10,515 | $311K |
| Janney Montgomery Scott LLC | 0.00% | Add +5.4% | 10,319 | $305K |
| Opus Financial Solutions LLC | 0.29% | — | 10,246 | $303K |
| A4 Wealth Advisors LLC | 0.26% | Reduce -55.7% | 10,106 | $299K |
| Tradition Wealth Management, LLC | 0.02% | No change | 10,092 | $299K |
| Prostatis Group LLC | 0.07% | Add +11.8% | 9,702 | $287K |
| Pine Harbor Wealth Management, LLC | 0.09% | No change | 9,647 | $285K |
| Mutual Advisors, LLC | 0.01% | No change | 8,629 | $255K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | No change | 8,400 | $249K |
| Sigma Planning Corp | 0.01% | No change | 8,337 | $247K |
| Harbour Investments, Inc. | 0.01% | Reduce -14.0% | 8,310 | $246K |
| BIP Wealth, LLC | 0.01% | New | 8,200 | $243K |
| FSA Advisors, Inc. | 0.17% | New | 8,126 | $240K |
| Selby Wealth Management, LLC | 0.09% | — | 7,680 | $227K |
| Key Capital Management, INC | 0.21% | — | 7,183 | $213K |
| Centennial Advisors, LLC | 0.27% | — | 6,974 | $206K |
| Amplius Wealth Advisors, LLC | 0.02% | No change | 6,884 | $204K |
| Ameriprise Financial Inc. | 0.00% | New | 6,801 | $201K |
| Bullseye Investment Management, LLC | 0.10% | Reduce -96.5% | 6,792 | $201K |
| Financial Network Wealth Advisors LLC | 0.15% | No change | 4,811 | $142K |
| IFP Advisors, Inc | 0.00% | Add +1.5% | 4,762 | $141K |
| AdvisorNet Financial, Inc | 0.01% | No change | 4,020 | $119K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 4,000 | $118K |
| JPMorgan Chase & Co. | 0.00% | Reduce -33.7% | 3,918 | $116K |
| Centaurus Financial, Inc. | 0.01% | No change | 3,900 | $115K |
| Red Reef Advisors LLC | 0.11% | — | 3,788 | $112K |
| Lloyd Advisory Services, LLC. | 0.04% | New | 3,702 | $110K |
| CoreCap Advisors, LLC | 0.00% | No change | 3,340 | $99K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 2,694 | $80K |
| Barclays PLC | 0.00% | New | 2,268 | $67K |
| CX Institutional | 0.00% | New | 2,028 | $60K |
| SageView Advisory Group, LLC | 0.00% | New | 1,975 | $58K |
| Morgan Stanley | 0.00% | No change | 1,642 | $49K |
| Cwm, LLC | 0.00% | Reduce -33.8% | 661 | $20K |
| International Assets Investment Management, LLC | 0.00% | New | 594 | $18K |
| Capital Analysts, LLC | 0.00% | No change | 523 | $15K |
| Parallel Advisors, LLC | 0.00% | No change | 500 | $15K |
| Networth Advisors, LLC | 0.01% | — | 496 | $15K |
| Noble Wealth Management PBC | 0.01% | Reduce -75.0% | 426 | $13K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 156 | $5K |
| Global Retirement Partners, LLC | 0.00% | No change | 100 | $3K |
| Triumph Capital Management | 0.00% | Reduce -99.5% | 40 | $1K |
| 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.