TJUL

Innovator Equity Defined Pro

-$43.2M

Net Activity

Institutions Holding

82

Popularity Rank

#4892

Avg Weight

0.12%

Total Value

$86.4M

Ownership Trend

82 institutions currently hold TJUL, with 18 net buyers and 52 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

52

Net Buying Institutions

18

Key Holders

Key Holders

Top 5 by Value

CE
Commonwealth Equity Services, LLC
$17.1M
LC
Legacy CG, LLC
$16.2M
BC
Brookstone Capital Management
$5.3M
OH
Osaic Holdings, INC.
$3.0M
CI
Cambridge Investment Research Advisors, Inc.
$2.6M

Top 5 by Conviction

LC
Legacy CG, LLC
4.50%
MF
Mtm Financial Group, LLC
0.66%
AP
Atlantic Private Wealth, LLC
0.44%
DI
Diligent Investors, LLC
0.37%
IW
Integrated Wealth Management
0.35%
View all 82 holding institutions

Quarterly Activity

Recent Activity

+$24.2M

Total Buy Value

$115.6M

Total Sell Value

New buy7
Trim39
Add11
Sold out13

18

Net Buyers

52

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INNOVATOR EQUITY DEFINED PRO (TJUL)?
Major stakeholders currently include Commonwealth Equity Services, LLC ($17.1M), Legacy CG, LLC ($16.2M), Brookstone Capital Management ($5.3M). Based on the latest 13F filings, there are a total of 82 tracked investment funds and institutions maintaining positions in TJUL.
What is the overall institutional sentiment toward TJUL recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $43.2M, driven by 18 managers accumulating shares while 52 reduced their exposure.
Which institutions have been selling or reducing their TJUL positions?
In the latest period, 39 funds trimmed their holdings, and 13 managers completely exited their positions. The aggregate reported sell value was $115.6M.
Are there any notable investors adding TJUL to their portfolios?
Yes, buying activity remains notable. 7 institutions opened new positions in {ticker}, and 11 existing holders added to their shares. The total reported buy value for the quarter amounted to $24.2M.

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