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Innovator Equity Defined PRO (TJUL)

CUSIP: 45783Y541 | NYSE | 163 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC570,167
0.0% of portfolio›$17.5M
Brookstone Capital Management122,850
0.0% of portfolio›$3.8M
Cambridge Investment Research Advisors, Inc.70,078
0.0% of portfolio›$2.1M
KFG Wealth Management, LLC65,179
0.2% of portfolio›$2.0M
Syntegra Private Wealth Group, LLC53,874
0.1% of portfolio›$1.7M
Kestra Advisory Services, LLC52,376
0.0% of portfolio›$1.6M
Diligent Investors, LLC38,665
0.3% of portfolio›$1.2M
Cypress Wealth Services, LLC34,867
0.1% of portfolio›$1.1M
MGO One Seven LLC30,582
0.0% of portfolio›$937.8K
Concurrent Investment Advisors, LLC27,802
0.0% of portfolio›$852.6K
Kingswood Wealth Advisors, LLC27,554
0.0% of portfolio›$844.9K
Farther Finance Advisors, LLC22,632
0.0% of portfolio›$694.0K
Wealth Enhancement Advisory Services, LLC22,000
0.0% of portfolio›$676.4K
Central Valley Advisors, LLC21,658
0.2% of portfolio›$664.1K
Tempo Wealth, LLC21,366
0.1% of portfolio›$655.2K
Schear Investment Advisers, LLC21,366
0.1% of portfolio›$655.2K
Spire Wealth Management20,950
0.0% of portfolio›$642.3K
Axxcess Wealth Management, LLC18,835
0.0% of portfolio›$577.6K
Sound Income Strategies, LLC14,288
0.0% of portfolio›$439.3K
Integrity Alliance, Llc.13,886
0.0% of portfolio›$425.8K
Beacon Financial Advisory LLC11,930
0.1% of portfolio›$365.8K
Maia Wealth LLC10,588
0.0% of portfolio›$324.7K
Three Seasons Wealth, LLC10,452
0.0% of portfolio›$320.5K
Castle Rock Wealth Management, LLC10,298
0.1% of portfolio›$316.4K
Trek Financial, LLC8,328
0.0% of portfolio›$255.4K
BIP Wealth, LLC8,200
0.0% of portfolio›$251.5K
Patriot Financial Group Insurance Agency, LLC8,000
0.0% of portfolio›$245.3K
Sigma Planning Corp7,937
0.0% of portfolio›$243.4K
Selby Wealth Management, LLC7,680
0.1% of portfolio›$235.5K
SeaCrest Wealth Management, LLC7,675
0.0% of portfolio›$235.4K
IFP Advisors, Inc7,412
0.0% of portfolio›$227.3K
Wedbush Securities Inc6,670
0.0% of portfolio›$205
Financial Network Wealth Advisors LLC4,611
0.1% of portfolio›$141.4K
Capital Investment Advisory Services, LLC4,000
0.0% of portfolio›$122.7K
Parallel Advisors, LLC1,800
0.0% of portfolio›$55.2K
CoreCap Advisors, LLC1,740
0.0% of portfolio›$53.4K
Noble Wealth Management PBC426
0.0% of portfolio›$13.1K
Pinnacle Wealth Planning Services, Inc.156
0.0% of portfolio›$4.8K
Triumph Capital Management40
0.0% of portfolio›$1.2K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
570,167$17.5M0.0%ETFLowWaltham, MA2026-11-02
Brookstone Capital Management
122,850$3.8M0.0%ETFMediumWheaton, IL2026-10-22
Cambridge Investment Research Advisors, Inc.
70,078$2.1M0.0%ETFLowFairfield, IA2026-11-02
KFG Wealth Management, LLC
65,179$2.0M0.2%ETFMediumGranger, IN2026-10-16
Syntegra Private Wealth Group, LLC
53,874$1.7M0.1%ETFLowChesterfield, MO2026-10-13
Kestra Advisory Services, LLC
52,376$1.6M0.0%CoreLowAustin, TX2026-11-02
Diligent Investors, LLC
38,665$1.2M0.3%CoreLowRedlands, CA2026-10-21
Cypress Wealth Services, LLC
34,867$1.1M0.1%ETFLowPalm Desert, CA2026-10-21
MGO One Seven LLC
30,582$937.8K0.0%GrowthLowBeachwood, OH2026-10-28
Concurrent Investment Advisors, LLC
27,802$852.6K0.0%GrowthMediumTampa, FL2026-10-16
Kingswood Wealth Advisors, LLC
27,554$844.9K0.0%GrowthLowSan Diego, CA2026-10-23
Farther Finance Advisors, LLC
22,632$694.0K0.0%IndexLowSan Francisco, CA2026-10-08
Wealth Enhancement Advisory Services, LLC
22,000$676.4K0.0%CoreLowPlymouth, MN2026-10-13
Central Valley Advisors, LLC
21,658$664.1K0.2%CoreLowSacramento, CA2026-10-27
Tempo Wealth, LLC
21,366$655.2K0.1%Agg GrowthLowIndependence, OH2026-10-14
Schear Investment Advisers, LLC
21,366$655.2K0.1%Agg GrowthMediumCincinnati, OH2026-10-14
Spire Wealth Management
20,950$642.3K0.0%GrowthMediumMclean, VA2026-10-30
Axxcess Wealth Management, LLC
18,835$577.6K0.0%CoreLowCarlsbad, CA2026-10-21
Sound Income Strategies, LLC
14,288$439.3K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Integrity Alliance, Llc.
13,886$425.8K0.0%ETFMediumUrbandale, IA2026-10-29
Beacon Financial Advisory LLC
11,930$365.8K0.1%ETFLowCleveland, OH2026-10-16
Maia Wealth LLC
10,588$324.7K0.0%ETFMediumDenver, CO2026-10-19
Three Seasons Wealth, LLC
10,452$320.5K0.0%GrowthMediumSalt Lake City, UT2026-11-03
Castle Rock Wealth Management, LLC
10,298$316.4K0.1%GrowthMediumWalnut Creek, CA2026-10-09
Trek Financial, LLC
8,328$255.4K0.0%ETFHighScottsdale, AZ2026-10-29
BIP Wealth, LLC
8,200$251.5K0.0%ETFMediumAtlanta, GA2026-10-22
Patriot Financial Group Insurance Agency, LLC
8,000$245.3K0.0%GrowthLowWalpole, MA2026-10-14
Sigma Planning Corp
7,937$243.4K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Selby Wealth Management, LLC
7,680$235.5K0.1%ETFVery LowEmeryville, CA2026-10-16
SeaCrest Wealth Management, LLC
7,675$235.4K0.0%GrowthLowPurchase, NY2026-10-21
IFP Advisors, Inc
7,412$227.3K0.0%GrowthLowTampa, FL2026-10-16
Wedbush Securities Inc
6,670$2050.0%CoreLowPasadena, CA2026-10-22
Financial Network Wealth Advisors LLC
4,611$141.4K0.1%ETFLowMurray, UT2026-10-28
Capital Investment Advisory Services, LLC
4,000$122.7K0.0%CoreMediumRaleigh, NC2026-10-30
Parallel Advisors, LLC
1,800$55.2K0.0%IndexLowSan Francisco, CA2026-11-03
CoreCap Advisors, LLC
1,740$53.4K0.0%ETFMediumSouthfield, MI2026-10-08
Noble Wealth Management PBC
426$13.1K0.0%YieldMediumGreenwood Village, CO2026-10-01
Pinnacle Wealth Planning Services, Inc.
156$4.8K0.0%GARPLowMansfield, OH2026-10-27
Triumph Capital Management
40$1.2K0.0%ETFMediumDenver, CO2026-10-14