§ EQUITY
USDTJUL
INNOVATOR EQUITY DEFINED PRO
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
18 increased/new, 29 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 583K | 0.0% | −1% |
| Legacy CG, LLC | 552K | 4.5% | n/a |
| Brookstone Capital Management | 181K | 0.1% | −3% |
| OSAIC HOLDINGS, INC. | 103K | 0.0% | −2% |
| MERCER GLOBAL ADVISORS INC /ADV | 90K | 0.0% | −88% |
| KFG WEALTH MANAGEMENT, LLC | 80K | 0.3% | −3% |
◇ AC INTELLIGENCE
Top institutional owners for TJUL as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER98.0% · 74 holders
DEALER / BANK1.2% · 5 holders
INCOME / DEFENSIVE0.6% · 1 holder
TACTICAL / MACRO0.3% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for TJUL in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention TJUL yet.