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Innovator Equity Defined PRO (TJUL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares570,167 from 576,958
Change-6,791 (-1%)
Value$17.5M (+$42.7K)
Filed 2026-11-02
Brookstone Capital Management
DECREASED
Shares122,850 from 126,340
Change-3,490 (-3%)
Value$3.8M (-$52.1K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares70,078 from 72,746
Change-2,668 (-4%)
Value$2.1M (-$50.0K)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares65,758 from 63,187
Change+2,571 (+4%)
Value$2.0M (+$106.3K)
Filed 2026-11-06
KFG Wealth Management, LLC
DECREASED
Shares65,179 from 69,871
Change-4,692 (-7%)
Value$2.0M (-$113.5K)
Filed 2026-10-16
Syntegra Private Wealth Group, LLC
INCREASED
Shares53,874 from 53,850
Change+24 (+0%)
Value$1.7M (+$24.2K)
Filed 2026-10-13
Kestra Advisory Services, LLC
DECREASED
Shares52,376 from 53,726
Change-1,350 (-3%)
Value$1.6M (-$18.0K)
Filed 2026-11-02
Diligent Investors, LLC
DECREASED
Shares38,665 from 42,665
Change-4,000 (-9%)
Value$1.2M (-$104.1K)
Filed 2026-10-21
Cypress Wealth Services, LLC
UNCHANGED
Shares34,867 from 34,867
Change0 (0%)
Value$1.1M (+$17.3K)
Filed 2026-10-21
MGO One Seven LLC
DECREASED
Shares30,582 from 33,998
Change-3,416 (-10%)
Value$937.8K (-$90.0K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
NEW
Shares27,802
Change+27,802
Value$852.6K
Filed 2026-10-16
Kingswood Wealth Advisors, LLC
DECREASED
Shares27,554 from 31,285
Change-3,731 (-12%)
Value$844.9K (-$100.8K)
Filed 2026-10-23
Farther Finance Advisors, LLC
DECREASED
Shares22,632 from 23,819
Change-1,187 (-5%)
Value$694.0K (-$26.0K)
Filed 2026-10-08
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares22,000 from 22,160
Change-160 (-1%)
Value$676.4K (+$5.2K)
Filed 2026-10-13
Central Valley Advisors, LLC
UNCHANGED
Shares21,658 from 21,658
Change0 (0%)
Value$664.1K (+$9.4K)
Filed 2026-10-27
Schear Investment Advisers, LLC
NEW
Shares21,366
Change+21,366
Value$655.2K
Filed 2026-10-14
Tempo Wealth, LLC
UNCHANGED
Shares21,366 from 21,366
Change0 (0%)
Value$655.2K (+$9.3K)
Filed 2026-10-14
Spire Wealth Management
DECREASED
Shares20,950 from 21,688
Change-738 (-3%)
Value$642.3K (-$13.3K)
Filed 2026-10-30
Axxcess Wealth Management, LLC
DECREASED
Shares18,835 from 21,568
Change-2,733 (-13%)
Value$577.6K (-$74.4K)
Filed 2026-10-21
Sound Income Strategies, LLC
UNCHANGED
Shares14,288 from 14,288
Change0 (0%)
Value$439.3K (+$7.4K)
Filed 2026-10-09
Integrity Alliance, Llc.
DECREASED
Shares13,886 from 15,447
Change-1,561 (-10%)
Value$425.8K (-$41.2K)
Filed 2026-10-29
Beacon Financial Advisory LLC
UNCHANGED
Shares11,930 from 11,930
Change0 (0%)
Value$365.8K (+$5.2K)
Filed 2026-10-16
Maia Wealth LLC
UNCHANGED
Shares10,588 from 10,588
Change0 (0%)
Value$324.7K (+$4.6K)
Filed 2026-10-19
Three Seasons Wealth, LLC
DECREASED
Shares10,452 from 13,583
Change-3,131 (-23%)
Value$320.5K (-$90.1K)
Filed 2026-11-03
Castle Rock Wealth Management, LLC
UNCHANGED
Shares10,298 from 10,298
Change0 (0%)
Value$316.4K (+$4.9K)
Filed 2026-10-09
Trek Financial, LLC
DECREASED
Shares8,328 from 23,929
Change-15,601 (-65%)
Value$255.4K (-$468.0K)
Filed 2026-10-29
BIP Wealth, LLC
UNCHANGED
Shares8,200 from 8,200
Change0 (0%)
Value$251.5K (+$3.6K)
Filed 2026-10-22
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares8,000 from 8,100
Change-100 (-1%)
Value$245.3K (+$456)
Filed 2026-10-14
Sigma Planning Corp
DECREASED
Shares7,937 from 8,337
Change-400 (-5%)
Value$243.4K (-$8.6K)
Filed 2026-10-23
Selby Wealth Management, LLC
UNCHANGED
Shares7,680 from 7,680
Change0 (0%)
Value$235.5K (+$3.3K)
Filed 2026-10-16
SeaCrest Wealth Management, LLC
NEW
Shares7,675
Change+7,675
Value$235.4K
Filed 2026-10-21
IFP Advisors, Inc
INCREASED
Shares7,412 from 5,314
Change+2,098 (+39%)
Value$227.3K (+$66.6K)
Filed 2026-10-16
Wedbush Securities Inc
UNCHANGED
Shares6,670 from 6,670
Change0 (0%)
Value$205 (-$201.8K)
Filed 2026-10-22
Barclays PLC
UNCHANGED
Shares6,272 from 6,272
Change0 (0%)
Value$192.3K (+$2.7K)
Filed 2026-11-06
Financial Network Wealth Advisors LLC
UNCHANGED
Shares4,611 from 4,611
Change0 (0%)
Value$141.4K (+$2.0K)
Filed 2026-10-28
Capital Investment Advisory Services, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$122.7K (+$1.7K)
Filed 2026-10-30
Parallel Advisors, LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$55.2K (+$783)
Filed 2026-11-03
CoreCap Advisors, LLC
UNCHANGED
Shares1,740 from 1,740
Change0 (0%)
Value$53.4K (+$757)
Filed 2026-10-08
Noble Wealth Management PBC
UNCHANGED
Shares426 from 426
Change0 (0%)
Value$13.1K (+$185)
Filed 2026-10-01
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares156 from 156
Change0 (0%)
Value$4.8K (+$68)
Filed 2026-10-27
Triumph Capital Management
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$1.2K (+$18)
Filed 2026-10-14
Legacy CG, LLC
CLOSED
Shares0 from 564,487
Change-564,487 (-100%)
Value$0 (-$17.1M)
Filed 2026-10-30
Bullseye Investment Management, LLC
CLOSED
Shares0 from 4,883
Change-4,883 (-100%)
Value$0 (-$147.6K)
Filed 2026-10-29
AdvisorNet Financial, Inc
CLOSED
Shares0 from 4,020
Change-4,020 (-100%)
Value$0 (-$121.5K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 594
Change-594 (-100%)
Value$0 (-$18.0K)
Filed 2026-11-02
Osaic Holdings, Inc.
N/A
Shares— from 89,818
Change-89,818 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 66,932
Change-66,932 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 53,934
Change-53,934 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 44,824
Change-44,824 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 40,755
Change-40,755 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 36,479
Change-36,479 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 34,322
Change-34,322 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 24,690
Change-24,690 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 21,750
Change-21,750 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 18,618
Change-18,618 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 16,093
Change-16,093 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 15,878
Change-15,878 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 15,098
Change-15,098 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 12,747
Change-12,747 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 11,717
Change-11,717 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 10,340
Change-10,340 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 9,794
Change-9,794 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 9,414
Change-9,414 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 9,092
Change-9,092 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 9,035
Change-9,035 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 8,629
Change-8,629 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 8,307
Change-8,307 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 7,757
Change-7,757 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 7,106
Change-7,106 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 6,785
Change-6,785 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 6,293
Change-6,293 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 4,827
Change-4,827 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 3,102
Change-3,102 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2,694
Change-2,694 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,642
Change-1,642 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 1,010
Change-1,010 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 523
Change-523 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED570,167576,958-6,791-1%$17.4M$17.5M+$42.7K2026-11-02
Brookstone Capital Management
DECREASED122,850126,340-3,490-3%$3.8M$3.8M-$52.1K2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED70,07872,746-2,668-4%$2.2M$2.1M-$50.0K2026-11-02
LPL Financial LLC
INCREASED65,75863,187+2,571+4%$1.9M$2.0M+$106.3K2026-11-06
KFG Wealth Management, LLC
DECREASED65,17969,871-4,692-7%$2.1M$2.0M-$113.5K2026-10-16
Syntegra Private Wealth Group, LLC
INCREASED53,87453,850+24+0%$1.6M$1.7M+$24.2K2026-10-13
Kestra Advisory Services, LLC
DECREASED52,37653,726-1,350-3%$1.6M$1.6M-$18.0K2026-11-02
Diligent Investors, LLC
DECREASED38,66542,665-4,000-9%$1.3M$1.2M-$104.1K2026-10-21
Cypress Wealth Services, LLC
UNCHANGED34,86734,86700%$1.1M$1.1M+$17.3K2026-10-21
MGO One Seven LLC
DECREASED30,58233,998-3,416-10%$1.0M$937.8K-$90.0K2026-10-28
Concurrent Investment Advisors, LLC
NEW27,802—+27,802——$852.6K—2026-10-16
Kingswood Wealth Advisors, LLC
DECREASED27,55431,285-3,731-12%$945.7K$844.9K-$100.8K2026-10-23
Farther Finance Advisors, LLC
DECREASED22,63223,819-1,187-5%$720.0K$694.0K-$26.0K2026-10-08
Wealth Enhancement Advisory Services, LLC
DECREASED22,00022,160-160-1%$671.2K$676.4K+$5.2K2026-10-13
Central Valley Advisors, LLC
UNCHANGED21,65821,65800%$654.7K$664.1K+$9.4K2026-10-27
Schear Investment Advisers, LLC
NEW21,366—+21,366——$655.2K—2026-10-14
Tempo Wealth, LLC
UNCHANGED21,36621,36600%$645.9K$655.2K+$9.3K2026-10-14
Spire Wealth Management
DECREASED20,95021,688-738-3%$655.6K$642.3K-$13.3K2026-10-30
Axxcess Wealth Management, LLC
DECREASED18,83521,568-2,733-13%$652.0K$577.6K-$74.4K2026-10-21
Sound Income Strategies, LLC
UNCHANGED14,28814,28800%$431.9K$439.3K+$7.4K2026-10-09
Integrity Alliance, Llc.
DECREASED13,88615,447-1,561-10%$467.0K$425.8K-$41.2K2026-10-29
Beacon Financial Advisory LLC
UNCHANGED11,93011,93000%$360.6K$365.8K+$5.2K2026-10-16
Maia Wealth LLC
UNCHANGED10,58810,58800%$320.1K$324.7K+$4.6K2026-10-19
Three Seasons Wealth, LLC
DECREASED10,45213,583-3,131-23%$410.6K$320.5K-$90.1K2026-11-03
Castle Rock Wealth Management, LLC
UNCHANGED10,29810,29800%$311.5K$316.4K+$4.9K2026-10-09
Trek Financial, LLC
DECREASED8,32823,929-15,601-65%$723.4K$255.4K-$468.0K2026-10-29
BIP Wealth, LLC
UNCHANGED8,2008,20000%$247.9K$251.5K+$3.6K2026-10-22
Patriot Financial Group Insurance Agency, LLC
DECREASED8,0008,100-100-1%$244.9K$245.3K+$4562026-10-14
Sigma Planning Corp
DECREASED7,9378,337-400-5%$252.0K$243.4K-$8.6K2026-10-23
Selby Wealth Management, LLC
UNCHANGED7,6807,68000%$232.2K$235.5K+$3.3K2026-10-16
SeaCrest Wealth Management, LLC
NEW7,675—+7,675——$235.4K—2026-10-21
IFP Advisors, Inc
INCREASED7,4125,314+2,098+39%$160.6K$227.3K+$66.6K2026-10-16
Wedbush Securities Inc
UNCHANGED6,6706,67000%$202.0K$205-$201.8K2026-10-22
Barclays PLC
UNCHANGED6,2726,27200%$189.6K$192.3K+$2.7K2026-11-06
Financial Network Wealth Advisors LLC
UNCHANGED4,6114,61100%$139.4K$141.4K+$2.0K2026-10-28
Capital Investment Advisory Services, LLC
UNCHANGED4,0004,00000%$120.9K$122.7K+$1.7K2026-10-30
Parallel Advisors, LLC
UNCHANGED1,8001,80000%$54.4K$55.2K+$7832026-11-03
CoreCap Advisors, LLC
UNCHANGED1,7401,74000%$52.6K$53.4K+$7572026-10-08
Noble Wealth Management PBC
UNCHANGED42642600%$12.9K$13.1K+$1852026-10-01
Pinnacle Wealth Planning Services, Inc.
UNCHANGED15615600%$4.7K$4.8K+$682026-10-27
Triumph Capital Management
UNCHANGED404000%$1.2K$1.2K+$182026-10-14
Legacy CG, LLC
CLOSED0564,487-564,487-100%$17.1M$0-$17.1M2026-10-30
Bullseye Investment Management, LLC
CLOSED04,883-4,883-100%$147.6K$0-$147.6K2026-10-29
AdvisorNet Financial, Inc
CLOSED04,020-4,020-100%$121.5K$0-$121.5K2026-10-15
International Assets Investment Management, LLC
CLOSED0594-594-100%$18.0K$0-$18.0K2026-11-02
Osaic Holdings, Inc.
N/A—89,818-89,818-100%$2.7M———
Cetera Investment Advisers
N/A—66,932-66,932-100%$2.0M———
Mercer Global Advisors Inc
N/A—53,934-53,934-100%$1.6M———
HighTower Advisors, LLC
N/A—44,824-44,824-100%$1.4M———
MTM Financial Group, LLC
N/A—40,755-40,755-100%$1.2M———
Waverly Advisors, LLC
N/A—36,479-36,479-100%$1.1M———
Envestnet Asset Management Inc
N/A—34,322-34,322-100%$1.0M———
MML Investors Services, LLC
N/A—24,690-24,690-100%$746.4K———
Atlantic Private Wealth, LLC
N/A—21,750-21,750-100%$657.5K———
Main Street Financial Solutions, LLC
N/A—18,618-18,618-100%$562.8K———
Focus Partners Wealth
N/A—16,093-16,093-100%$486.5K———
Raymond James Financial Inc
N/A—15,878-15,878-100%$480.0K———
GWN Securities Inc.
N/A—15,098-15,098-100%$456.4K———
NewEdge Advisors, LLC
N/A—12,747-12,747-100%$385.3K———
HRT Financial LP
N/A—11,717-11,717-100%$354.0K———
AE Wealth Management LLC
N/A—10,340-10,340-100%$312.6K———
Janney Montgomery Scott LLC
N/A—9,794-9,794-100%$296.0K———
Pine Harbor Wealth Management, LLC
N/A—9,414-9,414-100%$284.6K———
Tradition Wealth Management, LLC
N/A—9,092-9,092-100%$274.9K———
Citadel Advisors LLC
N/A—9,035-9,035-100%$273.1K———
Mutual Advisors, LLC
N/A—8,629-8,629-100%$260.9K———
Prostatis Group LLC
N/A—8,307-8,307-100%$251.1K———
Captrust Financial Advisors
N/A—7,757-7,757-100%$234.5K———
Intentional Wealth Strategies, LLC
N/A—7,106-7,106-100%$214.8K———
Harbour Investments, Inc.
N/A—6,785-6,785-100%$205.1K———
JPMorgan Chase & Co
N/A—6,293-6,293-100%$190.2K———
IFG Advisory, LLC
N/A—4,827-4,827-100%$145.9K———
RED Reef Advisors LLC
N/A—3,102-3,102-100%$93.8K———
Keating Financial Advisory Services, Inc.
N/A—2,694-2,694-100%$81.4K———
Morgan Stanley
N/A—1,642-1,642-100%$49.6K———
Regatta Research & Money Management
N/A—1,010-1,010-100%$30.5K———
Capital Analysts, LLC
N/A—523-523-100%$16———
Global Retirement Partners, LLC
N/A—100-100-100%$3.0K———
Showing 78 of 78 institutions