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Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL

92 hedge funds and large institutions have $130M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 11 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

15% more funds holding

Funds holding: 80 → 92 (+12)

5% more capital invested

Capital invested by funds: $123M → $130M (+$6.73M)

5.48% more ownership

Funds ownership: 73.41% → 78.89% (+5.5%)

61% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 28

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
92
Holders Change
+12
Holders Change %
+15%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
11
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$22.3M
2
WA
Waverly Advisors
Alabama
+$1.07M
3
IA
Integrity Alliance
Iowa
+$802K
4
Citadel Advisors
Citadel Advisors
Florida
+$484K
5
GI
Gradient Investments
Minnesota
+$345K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$748K
2
MOS
MGO One Seven
Ohio
-$732K
3
LSPW
Lake Street Private Wealth
Illinois
-$700K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$628K
5
OMC
Old Mission Capital
Illinois
-$399K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
26
Farther Finance Advisors
California
$794K -$69K -2,344 -8%
TW
27
Tempo Wealth
Ohio
$763K +$759K +25,780 New
VFPW
28
Vantage Financial Partners (Wisconsin)
Wisconsin
$759K – – –
TF
29
Trek Financial
Arizona
$746K – – –
CAG
30
Csenge Advisory Group
Florida
$745K +$28.5K +969 +4%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$744K – – –
Citadel Advisors
32
Citadel Advisors
Florida
$717K +$484K +16,439 +211%
MSFS
33
Main Street Financial Solutions
Pennsylvania
$702K – – –
APW
34
Atlantic Private Wealth
North Carolina
$675K – – –
SWM
35
Spire Wealth Management
Virginia
$671K +$118 +4 +0%
CVA
36
Central Valley Advisors
California
$641K – – –
HBS
37
Howard Bailey Securities
Indiana
$626K -$158K -5,378 -20%
PW
38
Paladin Wealth
Minnesota
$582K -$22.3K -758 -4%
NA
39
NewEdge Advisors
Louisiana
$496K -$14.9K -506 -3%
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$476K – – –
GS
41
GWN Securities
Florida
$450K +$7.89K +268 +2%
SIS
42
Sound Income Strategies
Florida
$433K -$59 -2 -0%
TSW
43
Three Seasons Wealth
Utah
$402K – – –
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$386K -$748K -25,409 -66%
MW
45
Maia Wealth
Colorado
$382K -$10.7K -364 -3%
BFA
46
Beacon Financial Advisory
Ohio
$353K – – –
SS
47
Sunbelt Securities
Texas
$353K – – –
Goldman Sachs
48
Goldman Sachs
New York
$340K +$338K +11,487 New
CRWM
49
Castle Rock Wealth Management
California
$316K – – –
IMC Chicago
50
IMC Chicago
Illinois
$312K +$311K +10,548 New
1
2
3 4

TJUL Hedge Fund Activity: Q4 2025 in Review

92 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) for Q4 2025, worth a combined $130M — up 5.5% from $123M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TJUL positions and 8 closed out — a net gain of 15 holders — while 11 added to existing stakes and 28 trimmed.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $22.3M. The largest seller was Susquehanna International Group, cutting an estimated $748K.

  • 92 institutional investors held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) as of Q4 2025, up from 80 in Q3 2025.
  • Funds reported $130M of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 stock for Q4 2025, up 5.5% quarter-over-quarter.
  • 23 funds opened new Innovator Equity Defined Protection ETF - 2 Yr to July 2027 positions in Q4 2025 and 8 closed out, a net change of +15 holders.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to July 2027 buyer in Q4 2025 was Mercer Global Advisors, an estimated $22.3M added.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to July 2027 seller in Q4 2025 was Susquehanna International Group, an estimated $748K sold.

Based on aggregated 13F filings for Q4 2025.