INNOV EQ DEF PRO ETF-2YR0725 (TJUL) Institutional Shareholders
INNOV EQ DEF PRO ETF-2YR0725 (TJUL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $74.59M in TJUL holdings during the latest filing period.
Commonwealth Equity Services, Llc is currently the largest disclosed institutional shareholder of TJUL tracked by InsiderSet, reporting ownership valued at approximately $17.44M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $17.65M, representing an estimated gain of +1.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed TJUL value among the investors covered in this analysis. Major shareholders include Commonwealth Equity Services, Llc, Legacy Cg, Llc, Brookstone Capital Management, and several other long-term asset managers with concentrated positions in INNOV EQ DEF PRO ETF-2YR0725 (TJUL).
This page ranks the largest institutional TJUL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
70
Total Reported Value
$74.59M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$17.44M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
97
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Commonwealth Equity Services, Llc | 0.02% | 576,958 | $17,441,440 | $17,649,145 | +$207,705 | +1.19% | |
| Legacy Cg, Llc | 4.37% | 564,487 | $17,064,442 | $17,267,657 | +$203,215 | +1.19% | |
| Brookstone Capital Management | 0.04% | 126,340 | $3,819,258 | $3,864,741 | +$45,483 | +1.19% | |
| Osaic Holdings, Inc. | 0.00% | 89,818 | $2,715,182 | $2,747,533 | +$32,351 | +1.19% | |
| Kfg Wealth Management, Llc | 0.24% | 69,871 | $2,112,200 | $2,137,354 | +$25,154 | +1.19% | |
| Cetera Investment Advisers | 0.00% | 66,932 | $2,023,354 | $2,047,450 | +$24,096 | +1.19% | |
| Lpl Financial Llc | 0.00% | 63,187 | $1,910,143 | $1,932,890 | +$22,747 | +1.19% | |
| Mercer Global Advisors Inc | 0.00% | 53,934 | $1,630,425 | $1,649,841 | +$19,416 | +1.19% | |
| Syntegra Private Wealth Group, Llc | 0.13% | 53,850 | $1,627,886 | $1,647,272 | +$19,386 | +1.19% | |
| Kestra Advisory Services, Llc | 0.01% | 53,726 | $1,624,137 | $1,643,478 | +$19,341 | +1.19% | |
| Diligent Investors, Llc | 0.29% | 42,665 | $1,289,763 | $1,305,122 | +$15,359 | +1.19% | |
| Waverly Advisors, Llc | 0.01% | 36,479 | $1,102,760 | $1,115,893 | +$13,133 | +1.19% | |
| Cypress Wealth Services, Llc | 0.13% | 34,867 | $1,054,029 | $1,066,582 | +$12,553 | +1.19% | |
| Envestnet Asset Management Inc | 0.00% | 34,322 | $1,037,554 | $1,049,910 | +$12,356 | +1.19% | |
| Mgo One Seven Llc | 0.02% | 33,998 | $1,027,760 | $1,039,999 | +$12,239 | +1.19% | |
| Kingswood Wealth Advisors, Llc | 0.04% | 31,285 | $945,746 | $957,008 | +$11,262 | +1.19% | |
| Mml Investors Services, Llc | 0.00% | 24,690 | $746,368 | $755,267 | +$8,899 | +1.19% | |
| Trek Financial, Llc | 0.04% | 23,929 | $723,374 | $731,988 | +$8,614 | +1.19% | |
| Farther Finance Advisors, Llc | 0.01% | 23,819 | $720,048 | $728,623 | +$8,575 | +1.19% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 22,160 | $671,229 | $677,874 | +$6,645 | +0.99% | |
| Atlantic Private Wealth, Llc | 0.40% | 21,750 | $657,503 | $665,333 | +$7,830 | +1.19% | |
| Spire Wealth Management | 0.02% | 21,688 | $655,628 | $663,436 | +$7,808 | +1.19% | |
| Central Valley Advisors, Llc | 0.17% | 21,658 | $654,721 | $662,518 | +$7,797 | +1.19% | |
| Axxcess Wealth Management, Llc | 0.01% | 21,568 | $652,001 | $659,765 | +$7,764 | +1.19% | |
| Tempo Wealth, Llc | 0.10% | 21,366 | $645,894 | $653,586 | +$7,692 | +1.19% | |
| Focus Partners Wealth | 0.00% | 16,093 | $486,491 | $492,285 | +$5,794 | +1.19% | |
| Raymond James Financial Inc | 0.00% | 15,878 | $479,992 | $485,708 | +$5,716 | +1.19% | |
| Integrity Alliance, Llc. | 0.01% | 15,447 | $466,963 | $472,524 | +$5,561 | +1.19% | |
| Gwn Securities Inc. | 0.08% | 15,098 | $456,416 | $461,848 | +$5,432 | +1.19% | |
| Sound Income Strategies, Llc | 0.02% | 14,288 | $431,926 | $437,070 | +$5,144 | +1.19% | |
| Three Seasons Wealth, Llc | 0.04% | 13,583 | $410,614 | $415,504 | +$4,890 | +1.19% | |
| Newedge Advisors, Llc | 0.00% | 12,747 | $385,342 | $389,931 | +$4,589 | +1.19% | |
| Beacon Financial Advisory Llc | 0.07% | 11,930 | $360,644 | $364,939 | +$4,295 | +1.19% | |
| Hrt Financial Lp | 0.00% | 11,717 | $354,000 | $358,423 | +$4,423 | +1.25% | |
| Sunbelt Securities, Inc. | 0.02% | 11,915 | $349,843 | $364,480 | +$14,637 | +4.18% | |
| Maia Wealth Llc | 0.05% | 10,588 | $320,075 | $323,887 | +$3,812 | +1.19% | |
| Castle Rock Wealth Management, Llc | 0.06% | 10,298 | $311,488 | $315,016 | +$3,528 | +1.13% | |
| Cwm, Llc | 0.00% | 10,153 | $298,108 | $310,580 | +$12,472 | +4.18% | |
| Janney Montgomery Scott Llc | 0.00% | 9,794 | $296,000 | $299,598 | +$3,598 | +1.22% | |
| Pine Harbor Wealth Management, Llc | 0.08% | 9,414 | $284,585 | $287,974 | +$3,389 | +1.19% | |
| Tradition Wealth Management, Llc | 0.02% | 9,092 | $274,851 | $278,124 | +$3,273 | +1.19% | |
| Citadel Advisors Llc | 0.00% | 9,035 | $273,128 | $276,381 | +$3,253 | +1.19% | |
| Mutual Advisors, Llc | 0.00% | 8,629 | $260,855 | $263,961 | +$3,106 | +1.19% | |
| Sigma Planning Corp | 0.01% | 8,337 | $252,028 | $255,029 | +$3,001 | +1.19% | |
| Prostatis Group Llc | 0.06% | 8,307 | $251,114 | $254,111 | +$2,997 | +1.19% | |
| Bip Wealth, Llc | 0.01% | 8,200 | $247,886 | $250,838 | +$2,952 | +1.19% | |
| Patriot Financial Group Insurance Agency, Llc | 0.03% | 8,100 | $244,863 | $247,779 | +$2,916 | +1.19% | |
| Captrust Financial Advisors | 0.00% | 7,757 | $234,494 | $237,287 | +$2,793 | +1.19% | |
| Selby Wealth Management, Llc | 0.08% | 7,680 | $232,166 | $234,931 | +$2,765 | +1.19% | |
| Intentional Wealth Strategies, Llc | 0.20% | 7,106 | $214,814 | $217,373 | +$2,559 | +1.19% |
Frequently asked questions about TJUL
Who owns the most TJUL stock?
The largest holders of TJUL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNOV EQ DEF PRO ETF-2YR0725 (TJUL).
Is TJUL widely held by superinvestors?
Many widely followed stocks like TJUL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly TJUL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.