Innovator Equity Defined Protection ETF is an exchange-traded fund on BATS. As of Q3 2025, 76 institutional investors hold shares in this ETF, with total holdings valued at $115.1M. Gradient Investments LLC is the largest holder with a position valued at $27.9M.
Overview of institutional ownership in TJUL as of Q3 2025
Institutions with the largest positions in TJUL as of Q3 2025
| Institution | Position Value |
|---|---|
Gradient Investments LLC RIA/Wealth | $27.9M 0.49% of portfolio |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $17.8M 0.03% of portfolio |
Vishria Bird Financial Group, LLC RIA/Wealth | $11.2M 2.24% of portfolio |
Brookstone Capital Management RIA/Wealth | $5.4M 0.06% of portfolio |
Mattson Financial Services, LLC RIA/Wealth | $3.2M 0.79% of portfolio |
A Advisor Group Holdings, Inc. Institution | $3.1M 0.00% of portfolio |
B Brown Financial Advisors RIA/Wealth | $3.0M 1.14% of portfolio |
$2.7M 0.01% of portfolio | |
KFG WEALTH MANAGEMENT, LLC RIA/Wealth | $2.5M 0.36% of portfolio |
Cetera Investment Advisers RIA/Wealth | $2.1M 0.00% of portfolio |
Institutional buying and selling activity for TJUL in Q3 2025
| Institution | Net Bought |
|---|---|
Brookstone Capital Management RIA/Wealth | +$2.8M +94.0K shares |
AE Wealth Management LLC RIA/Wealth | +$1.5M +49.9K shares |
Cypress Wealth Services, LLC RIA/Wealth | +$1.0M +34.9K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$864.8K +29.5K shares |
Cetera Investment Advisers RIA/Wealth | +$822.2K +28.1K shares |
Csenge Advisory Group RIA/Wealth | +$709.0K +24.2K shares |
Atlantic Private Wealth, LLC RIA/Wealth | +$667.6K +22.8K shares |
A4 Wealth Advisors LLC RIA/Wealth | +$667.5K +22.8K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$596.3K +20.4K shares |
Gradient Investments LLC RIA/Wealth | +$589.3K +20.1K shares |
| Institution | Net Sold |
|---|---|
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$2.2M −75.2K shares |
O OLD MISSION CAPITAL LLC Institution | −$1.3M −46.1K shares |
Kestra Advisory Services, LLC RIA/Wealth | −$974.5K −33.3K shares |
Armis Advisers, LLC RIA/Wealth | −$940.5K −32.8K shares |
J JANE STREET GROUP, LLC Institution | −$663.2K −23.1K shares |
KFG WEALTH MANAGEMENT, LLC RIA/Wealth | −$405.0K −13.8K shares |
L Lion Street Advisors, LLC RIA/Wealth | −$385.5K −13.4K shares |
Kingsview Wealth Management, LLC RIA/Wealth | −$318.1K −11.1K shares |
IFG Advisory, LLC RIA/Wealth | −$291.5K −10.2K shares |
LAKE STREET FINANCIAL LLC RIA/Wealth | −$252.3K −8.6K shares |
Institutions that initiated new positions or completely exited TJUL in Q3 2025
| Institution | Position Value |
|---|---|
Csenge Advisory Group RIA/Wealth | $709.0K 24.2K shares |
A4 Wealth Advisors LLC RIA/Wealth | $667.5K 22.8K shares |
Sound Income Strategies, LLC RIA/Wealth | $427.6K 14.6K shares |
Mutual Advisors, LLC RIA/Wealth | $254.1K 8.6K shares |
CWM, LLC RIA/Wealth | $29.2K 998.0 shares |
| Institution | Previous Position |
|---|---|
Armis Advisers, LLC RIA/Wealth | $940.5K 32.8K shares |
J JANE STREET GROUP, LLC Institution | $663.2K 23.1K shares |
L Lion Street Advisors, LLC RIA/Wealth | $385.5K 13.4K shares |
Kingsview Wealth Management, LLC RIA/Wealth | $318.1K 11.1K shares |
IFG Advisory, LLC RIA/Wealth | $291.5K 10.2K shares |
BARCLAYS PLC Institution | $198.0K 6.9K shares |
Wood Tarver Financial Group, LLC RIA/Wealth | $143.1K 5.0K shares |
INVESTMENT MANAGEMENT CORP /VA/ /ADV RIA/Wealth | $66.5K 2.3K shares |
Hanson McClain, Inc. RIA/Wealth | $12.9K 450.0 shares |
Sterling Capital Management LLC Long Only Manager | $3.5K 123.0 shares |
Institutions with the largest Call and Put options positions in TJUL as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with TJUL as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Vishria Bird Financial Group, LLC RIA/Wealth | 2.24% $11.2M |
B Brown Financial Advisors RIA/Wealth | 1.14% $3.0M |
Mattson Financial Services, LLC RIA/Wealth | 0.79% $3.2M |
A4 Wealth Advisors LLC RIA/Wealth | 0.58% $667.5K |
Gradient Investments LLC RIA/Wealth | 0.49% $27.9M |
P Paladin Wealth, LLC Institution | 0.45% $597.8K |
Atlantic Private Wealth, LLC RIA/Wealth | 0.44% $667.6K |
D Diligent Investors, LLC RIA/Wealth | 0.39% $1.5M |
KFG WEALTH MANAGEMENT, LLC RIA/Wealth | 0.36% $2.5M |
C CENTRAL VALLEY ADVISORS, LLC Institution | 0.20% $634.3K |
Discover hedge funds investing in TJUL

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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