INNOV EQ DEF PRO ETF-2YR0725 (TJUL) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $81.41M 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 $17.12M in its March 31, 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 $17.57M, representing an estimated gain of +2.65% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% 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
80
Total Reported Value
$81.41M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$17.12M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
94
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% | 582,995 | $17,117,670 | $17,571,528 | +$453,858 | +2.65% | |
| Legacy Cg, Llc | 4.50% | 551,992 | $16,207,368 | $16,637,094 | +$429,726 | +2.65% | |
| Brookstone Capital Management | 0.06% | 181,094 | $5,317,210 | $5,458,191 | +$140,981 | +2.65% | |
| Osaic Holdings, Inc. | 0.00% | 103,036 | $3,025,267 | $3,105,515 | +$80,248 | +2.65% | |
| Mercer Global Advisors Inc | 0.00% | 89,849 | $2,638,110 | $2,708,058 | +$69,948 | +2.65% | |
| Kfg Wealth Management, Llc | 0.30% | 80,231 | $2,355,711 | $2,418,170 | +$62,459 | +2.65% | |
| Cetera Investment Advisers | 0.00% | 69,828 | $2,050,262 | $2,104,623 | +$54,361 | +2.65% | |
| Kestra Advisory Services, Llc | 0.01% | 69,820 | $2,050,027 | $2,104,382 | +$54,355 | +2.65% | |
| Ae Wealth Management Llc | 0.01% | 61,149 | $1,795,432 | $1,843,037 | +$47,605 | +2.65% | |
| Syntegra Private Wealth Group, Llc | 0.16% | 58,947 | $1,730,778 | $1,776,668 | +$45,890 | +2.65% | |
| Lpl Financial Llc | 0.00% | 54,959 | $1,613,684 | $1,656,470 | +$42,786 | +2.65% | |
| Diligent Investors, Llc | 0.37% | 50,315 | $1,477,329 | $1,516,499 | +$39,170 | +2.65% | |
| Hightower Advisors, Llc | 0.00% | 41,265 | $1,211,614 | $1,243,731 | +$32,117 | +2.65% | |
| Old Mission Capital Llc | 0.03% | 40,163 | $1,179,249 | $1,210,517 | +$31,268 | +2.65% | |
| Waverly Advisors, Llc | 0.01% | 36,479 | $1,071,082 | $1,099,481 | +$28,399 | +2.65% | |
| Mgo One Seven Llc | 0.02% | 35,263 | $1,035,378 | $1,062,830 | +$27,452 | +2.65% | |
| Cypress Wealth Services, Llc | 0.14% | 34,867 | $1,023,751 | $1,050,895 | +$27,144 | +2.65% | |
| Envestnet Asset Management Inc | 0.00% | 32,619 | $957,746 | $983,140 | +$25,394 | +2.65% | |
| Kingswood Wealth Advisors, Llc | 0.04% | 31,755 | $932,378 | $957,099 | +$24,721 | +2.65% | |
| Farther Finance Advisors, Llc | 0.01% | 25,587 | $753,409 | $771,195 | +$17,786 | +2.36% | |
| Csenge Advisory Group | 0.03% | 24,786 | $727,757 | $747,053 | +$19,296 | +2.65% | |
| Trek Financial, Llc | 0.04% | 24,210 | $710,844 | $729,692 | +$18,848 | +2.65% | |
| Mml Investors Services, Llc | 0.00% | 23,033 | $676,276 | $694,217 | +$17,941 | +2.65% | |
| Atlantic Private Wealth, Llc | 0.44% | 22,795 | $669,298 | $687,044 | +$17,746 | +2.65% | |
| Spire Wealth Management | 0.02% | 22,684 | $665,999 | $683,698 | +$17,699 | +2.66% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 22,000 | $648,292 | $663,082 | +$14,790 | +2.28% | |
| Howard Bailey Securities, Llc | 0.26% | 21,848 | $641,492 | $658,501 | +$17,009 | +2.65% | |
| Central Valley Advisors, Llc | 0.17% | 21,658 | $635,914 | $652,774 | +$16,860 | +2.65% | |
| Tempo Wealth, Llc | 0.11% | 21,366 | $627,340 | $643,973 | +$16,633 | +2.65% | |
| Raymond James Financial Inc | 0.00% | 18,209 | $534,646 | $548,821 | +$14,175 | +2.65% | |
| Patriot Financial Group Insurance Agency, Llc | 0.03% | 16,200 | $475,658 | $488,270 | +$12,612 | +2.65% | |
| Focus Partners Wealth | 0.00% | 16,093 | $472,516 | $485,045 | +$12,529 | +2.65% | |
| Integrity Alliance, Llc. | 0.02% | 15,679 | $460,361 | $472,567 | +$12,206 | +2.65% | |
| Gwn Securities Inc. | 0.08% | 15,101 | $443,404 | $455,146 | +$11,742 | +2.65% | |
| Sound Income Strategies, Llc | 0.02% | 14,288 | $420,710 | $430,642 | +$9,932 | +2.36% | |
| Three Seasons Wealth, Llc | 0.15% | 13,583 | $398,819 | $409,393 | +$10,574 | +2.65% | |
| Maia Wealth Llc | 0.06% | 12,891 | $378,500 | $388,536 | +$10,036 | +2.65% | |
| Beacon Financial Advisory Llc | 0.08% | 11,930 | $350,284 | $359,571 | +$9,287 | +2.65% | |
| Sunbelt Securities, Inc. | 0.02% | 11,915 | $349,843 | $359,119 | +$9,276 | +2.65% | |
| Castle Rock Wealth Management, Llc | 0.07% | 10,564 | $311,298 | $318,400 | +$7,102 | +2.28% | |
| Integrated Wealth Management | 0.35% | 10,300 | $302,424 | $310,443 | +$8,019 | +2.65% | |
| Cwm, Llc | 0.00% | 10,153 | $298,108 | $306,012 | +$7,904 | +2.65% | |
| Tradition Wealth Management, Llc | 0.02% | 10,092 | $296,317 | $304,174 | +$7,857 | +2.65% | |
| Pine Harbor Wealth Management, Llc | 0.08% | 9,414 | $276,410 | $283,739 | +$7,329 | +2.65% | |
| Prostatis Group Llc | 0.07% | 9,243 | $271,383 | $278,585 | +$7,202 | +2.65% | |
| Opus Financial Solutions Llc | 0.25% | 8,900 | $261,318 | $268,247 | +$6,929 | +2.65% | |
| Mutual Advisors, Llc | 0.01% | 8,629 | $253,361 | $260,079 | +$6,718 | +2.65% | |
| Citadel Advisors Llc | 0.00% | 8,464 | $248,517 | $255,106 | +$6,589 | +2.65% | |
| Sigma Planning Corp | 0.01% | 8,337 | $244,788 | $251,278 | +$6,490 | +2.65% | |
| Key Capital Management, Inc | 0.16% | 8,205 | $240,912 | $247,300 | +$6,388 | +2.65% |
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.