Innovator Equity Defined ProTJULETF
13F holders, Q1 2026 (March 31)84holders −9
6new positions
14sold out
1famous investor
$29.36avg. 13F price*
At the end of Q1 2026, 84 institutions reported holding Innovator Equity Defined Pro (TJUL) in their 13F filings, down 9 from Q4 2025. 6 opened new positions and 14 sold out. The largest holders were Commonwealth Equity Services, LLC ($17.1M), Legacy CG, LLC ($16.2M) and Brookstone Capital Management ($5.3M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $17.8M |
| Exits | 14 | $8.9M |
All 13F filers, Q4 2025 → Q1 2026: 652,597 shares bought and 2,039,742 shares sold, net −1,387,145 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 84 holders
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.7% | 582,995 | $17.1M |
| Legacy CG, LLC | 4.50% | New | 551,992 | $16.2M |
| Brookstone Capital Management | 0.06% | Reduce -2.8% | 181,094 | $5.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.1% | 103,036 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.5% | 89,951 | $2.6M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -88.1% | 89,849 | $2.6M |
| KFG Wealth Management, LLC | 0.30% | Reduce -3.5% | 80,231 | $2.4M |
| Cetera Investment Advisers | 0.00% | Reduce -3.4% | 69,828 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +23.3% | 69,820 | $2.1M |
| AE Wealth Management LLC | 0.01% | Reduce -3.4% | 61,149 | $1.8M |
| Syntegra Private Wealth Group, LLC | 0.16% | Reduce -6.4% | 58,947 | $1.7M |
| LPL Financial LLC | 0.00% | Reduce -3.8% | 54,959 | $1.6M |
| Diligent Investors, LLC | 0.37% | Reduce -4.0% | 50,315 | $1.5M |
| MTM Financial Group, LLC | 0.66% | Add +0.7% | 47,774 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.0% | 41,265 | $1.2M |
| Old Mission Capital LLC | 0.03% | New | 40,163 | $1.2M |
| Waverly Advisors, LLC | 0.01% | No change | 36,479 | $1.1M |
| Mgo One Seven LLC | 0.02% | Reduce -10.5% | 35,263 | $1.0M |
| Cypress Wealth Services, LLC | 0.14% | No change | 34,867 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.2% | 32,619 | $958K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -4.4% | 31,755 | $932K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -4.6% | 25,587 | $753K |
| Csenge Advisory Group | 0.03% | Reduce -1.6% | 24,786 | $728K |
| Trek Financial, LLC | 0.04% | Reduce -4.0% | 24,210 | $711K |
| MML Investors Services, LLC | 0.00% | Reduce -18.5% | 23,033 | $676K |
| Atlantic Private Wealth, LLC | 0.44% | No change | 22,795 | $669K |
| Spire Wealth Management | 0.02% | Add +0.0% | 22,684 | $666K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -12.2% | 22,000 | $648K |
| Howard Bailey Securities, LLC | 0.26% | Add +3.2% | 21,848 | $641K |
| Central Valley Advisors, LLC | 0.17% | No change | 21,658 | $636K |
| Tempo Wealth, LLC | 0.11% | Reduce -17.1% | 21,366 | $627K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -12.8% | 20,668 | $607K |
| Raymond James Financial Inc. | 0.00% | Reduce -42.1% | 18,209 | $535K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Add +92.9% | 16,200 | $476K |
| Focus Partners Wealth | 0.00% | No change | 16,093 | $473K |
| Integrity Alliance, Llc. | 0.02% | Reduce -42.4% | 15,679 | $460K |
| GWN Securities Inc. | 0.08% | Reduce -0.7% | 15,101 | $443K |
| Sound Income Strategies, LLC | 0.02% | Reduce -1.9% | 14,288 | $421K |
| Three Seasons Wealth, LLC | 0.15% | No change | 13,583 | $399K |
| Maia Wealth LLC | 0.06% | No change | 12,891 | $379K |
| NewEdge Advisors, LLC | 0.00% | Reduce -28.4% | 11,997 | $352K |
| Beacon Financial Advisory LLC | 0.08% | No change | 11,930 | $350K |
| Sunbelt Securities, Inc. | 0.02% | No change | 11,915 | $350K |
| JPMorgan Chase & Co. | 0.00% | Add +205.8% | 11,983 | $350K |
| Castle Rock Wealth Management, LLC | 0.07% | Reduce -0.6% | 10,564 | $311K |
| Integrated Wealth Management | 0.35% | Reduce -2.0% | 10,300 | $302K |
| Cwm, LLC | 0.00% | Add +1436.0% | 10,153 | $298K |
| Tradition Wealth Management, LLC | 0.02% | No change | 10,092 | $296K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.1% | 9,794 | $288K |
| Pine Harbor Wealth Management, LLC | 0.08% | Reduce -2.4% | 9,414 | $276K |
| Prostatis Group LLC | 0.07% | Reduce -4.7% | 9,243 | $271K |
| HRT Financial LP | 0.00% | New | 9,241 | $271K |
| Opus Financial Solutions LLC | 0.25% | Reduce -13.1% | 8,900 | $261K |
| Mutual Advisors, LLC | 0.01% | No change | 8,629 | $253K |
| Citadel Advisors | 0.00% | Reduce -65.1% | 8,464 | $249K |
| Sigma Planning Corp | 0.01% | No change | 8,337 | $245K |
| Key Capital Management, INC | 0.16% | Add +14.2% | 8,205 | $241K |
| BIP Wealth, LLC | 0.01% | No change | 8,200 | $241K |
| Gradient Investments LLC | 0.00% | Reduce -99.2% | 7,826 | $230K |
| Selby Wealth Management, LLC | 0.09% | No change | 7,680 | $225K |
| Harbour Investments, Inc. | 0.00% | Reduce -8.3% | 7,623 | $224K |
| Intentional Wealth Strategies, LLC | 0.19% | — | 7,106 | $209K |
| Susquehanna International Group, LLP | 0.00% | Reduce -47.6% | 6,837 | $201K |
| Barclays PLC | 0.00% | Add +157.2% | 5,833 | $171K |
| Bullseye Investment Management, LLC | 0.09% | Reduce -17.9% | 5,579 | $164K |
| IFG Advisory, LLC | 0.41% | New | 4,827 | $142K |
| Financial Network Wealth Advisors LLC | 0.14% | No change | 4,811 | $141K |
| IFP Advisors, Inc | 0.00% | No change | 4,762 | $140K |
| AdvisorNet Financial, Inc | 0.01% | No change | 4,020 | $118K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 4,000 | $117K |
| Red Reef Advisors LLC | 0.10% | Reduce -18.1% | 3,102 | $91K |
| Keating Financial Advisory Services, Inc. | 0.01% | No change | 2,694 | $79K |
| Parallel Advisors, LLC | 0.00% | Add +360.0% | 2,300 | $68K |
| CoreCap Advisors, LLC | 0.00% | Reduce -47.9% | 1,740 | $51K |
| Morgan Stanley | 0.00% | No change | 1,642 | $48K |
| International Assets Investment Management, LLC | 0.00% | No change | 594 | $17K |
| Capital Analysts, LLC | 0.00% | No change | 523 | $15K |
| Networth Advisors, LLC | 0.01% | Reduce -6.0% | 466 | $14K |
| Noble Wealth Management PBC | 0.01% | No change | 426 | $13K |
| Mosley Wealth Management | 0.00% | New | 213 | $6K |
| Assetmark, Inc. | 0.00% | Add +381.6% | 183 | $5K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 156 | $5K |
| UBS Group AG | 0.00% | New | 105 | $3K |
| Triumph Capital Management | 0.00% | No change | 40 | $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.