TJUL — INNOVATOR EQUITY DEFINED PRO
As of Q2 2026, 3 SEC-registered investment managers reported holding TJUL (INNOVATOR EQUITY DEFINED PRO) in their latest 13F filings, with a combined reported value of $512.92K across 16.97K shares. That is +66.2% by share count (+6.76K shares) versus the previous quarter, while reported value moved +71.1%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 1 added to existing stakes, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 9.04K | $273.13K | 0.00% | Add |
| JPMorgan Chase & Co history | 6.29K | $190.15K | 0.00% | New |
| Morgan Stanley history | 1.64K | $49.64K | 0.00% | Hold |
Q1 2026 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 8.46K | $248.52K | 0.00% | Reduce |
| Morgan Stanley history | 1.64K | $48.21K | 0.00% | Hold |
| UBS Group AG history | 105 | $3.08K | 0.00% | New |
Q4 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 24.23K | $716.91K | 0.00% | Add |
| Goldman Sachs Group history | 11.49K | $339.90K | 0.00% | New |
| JPMorgan Chase & Co history | 3.92K | $115.93K | 0.00% | Reduce |
| Morgan Stanley history | 1.64K | $48.59K | 0.00% | Hold |
Q3 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 7.79K | $228.10K | 0.00% | New |
| JPMorgan Chase & Co history | 5.91K | $173.07K | 0.00% | Reduce |
| UBS Group AG history | 1.75K | $51.28K | 0.00% | Reduce |
| Morgan Stanley history | 1.64K | $48.09K | 0.00% | Add |
Q2 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 30.39K | $871.95K | 0.00% | Add |
| JPMorgan Chase & Co history | 9.39K | $269.43K | 0.00% | Reduce |
| Morgan Stanley history | 1.55K | $44.41K | 0.00% | Hold |
Q1 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 19.69K | $552.56K | 0.00% | Add |
| JPMorgan Chase & Co history | 10.01K | $280.99K | 0.00% | Add |
| Citadel Advisors history | 8.52K | $239.01K | 0.00% | Reduce |
| Morgan Stanley history | 1.55K | $43.44K | 0.00% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 6.29K sh · $190.15K
Fully Exited (vs previous quarter)
- UBS Group AG sold 105 sh · $3.08K
Fund Position History — shares by quarter (top 5 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|---|
| Citadel Advisors | 9.04K | 8.46K | 24.23K | 7.79K | — | 8.52K | 17.63K | 23.80K | 15.55K | 19.98K |
| JPMorgan Chase & Co | 6.29K | — | 3.92K | 5.91K | 9.39K | 10.01K | 5.53K | 12.76K | — | — |
| Morgan Stanley | 1.64K | 1.64K | 1.64K | 1.64K | 1.55K | 1.55K | 1.55K | 2.58K | 2.58K | 2.67K |
| Goldman Sachs Group | — | — | 11.49K | — | — | — | — | 23.78K | — | — |
| UBS Group AG | — | 105 | — | 1.75K | 30.39K | 19.69K | 998 | 7.65K | 163 | 596 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details