TJUL Innovator Equity Defined Protection ETF - 2 Yr to July 2027
BATSTJUL Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
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10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Not enough fundamentals data to compute this ratio group yet.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
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Financial Health Debt, liquidity, solvency — balance sheet strength
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
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Capital Efficiency Asset turnover, inventory turnover, receivables turnover
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value · ≈ 5Y avg · industry median · verdict relative to median
Institutional owners (13F) 80 filers · $90.6M total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 3 (-7 vs prior Q) | 12 (-2 vs prior Q) | 11 (+2 vs prior Q) | 31 (-8 vs prior Q) | -344K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | $17,441,440 | 576,958 | 19.25% | Shares |
| Legacy CG, LLC | $17,064,442 | 564,487 | 18.83% | Shares |
| Vishria Bird Financial Group, LLC | $11,171,408 | 381,472 | 12.33% | Shares |
| Brookstone Capital Management | $3,767,183 | 122,850 | 4.16% | Shares |
| OSAIC HOLDINGS, INC. | $2,715,182 | 89,818 | 3.00% | Shares |
| Cetera Investment Advisers | $2,023,354 | 66,932 | 2.23% | Shares |
| KFG WEALTH MANAGEMENT, LLC | $1,998,707 | 65,179 | 2.21% | Shares |
| LPL Financial LLC | $1,910,143 | 63,187 | 2.11% | Shares |
| Syntegra Private Wealth Group, LLC | $1,652,041 | 53,874 | 1.82% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $1,630,425 | 53,934 | 1.80% | Shares |
| Kestra Advisory Services, LLC | $1,624,137 | 53,726 | 1.79% | Shares |
| HighTower Advisors, LLC | $1,355,044 | 44,824 | 1.50% | Shares |
| Diligent Investors, LLC | $1,185,658 | 38,665 | 1.31% | Shares |
| Waverly Advisors, LLC | $1,102,760 | 36,479 | 1.22% | Shares |
| Cypress Wealth Services, LLC | $1,071,289 | 34,867 | 1.18% | Shares |
| BRASS TAX WEALTH MANAGEMENT, INC | $1,068,288 | 36,479 | 1.18% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $1,037,554 | 34,322 | 1.15% | Shares |
| MGO ONE SEVEN LLC | $1,027,760 | 33,998 | 1.13% | Shares |
| Concurrent Investment Advisors, LLC | $852,554 | 27,802 | 0.94% | Shares |
| KINGSWOOD WEALTH ADVISORS, LLC | $844,941 | 27,554 | 0.93% | Shares |
| Vantage Financial Partners, LLC | $759,339 | 25,662 | 0.84% | Shares |
| MML INVESTORS SERVICES, LLC | $746,368 | 24,690 | 0.82% | Shares |
| Trek Financial, LLC | $723,374 | 23,929 | 0.80% | Shares |
| Farther Finance Advisors, LLC | $694,008 | 22,632 | 0.77% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $676,390 | 22,000 | 0.75% | Shares |
| CENTRAL VALLEY ADVISORS, LLC | $664,140 | 21,658 | 0.73% | Shares |
| Atlantic Private Wealth, LLC | $657,503 | 21,750 | 0.73% | Shares |
| Spire Wealth Management | $655,628 | 21,688 | 0.72% | Shares |
| Tempo Wealth, LLC | $655,186 | 21,366 | 0.72% | Shares |
| Schear Investment Advisers, LLC | $655,186 | 21,366 | 0.72% | Shares |
| AXXCESS WEALTH MANAGEMENT, LLC | $577,573 | 18,835 | 0.64% | Shares |
| Main Street Financial Solutions, LLC | $562,822 | 18,618 | 0.62% | Shares |
| Focus Partners Wealth | $486,491 | 16,093 | 0.54% | Shares |
| RAYMOND JAMES FINANCIAL INC | $479,992 | 15,878 | 0.53% | Shares |
| INTEGRITY ALLIANCE, LLC. | $466,963 | 15,447 | 0.52% | Shares |
| GWN SECURITIES INC. | $456,416 | 15,098 | 0.50% | Shares |
| Sound Income Strategies, LLC | $439,285 | 14,288 | 0.48% | Shares |
| Three Seasons Wealth, LLC | $410,614 | 13,583 | 0.45% | Shares |
| NewEdge Advisors, LLC | $385,342 | 12,747 | 0.43% | Shares |
| Beacon Financial Advisory LLC | $365,832 | 11,930 | 0.40% | Shares |
| Sunbelt Securities, Inc. | $349,843 | 11,915 | 0.39% | Shares |
| Maia Wealth LLC | $324,680 | 10,588 | 0.36% | Shares |
| Castle Rock Wealth Management, LLC | $316,406 | 10,298 | 0.35% | Shares |
| AE Wealth Management LLC | $312,578 | 10,340 | 0.34% | Shares |
| CWM, LLC | $298,108 | 10,153 | 0.33% | Shares |
| Pine Harbor Wealth Management, LLC | $276,410 | 9,414 | 0.31% | Shares |
| Tradition Wealth Management, LLC | $274,851 | 9,092 | 0.30% | Shares |
| CITADEL ADVISORS LLC | $273,128 | 9,035 | 0.30% | Shares |
| Mutual Advisors, LLC | $260,855 | 8,629 | 0.29% | Shares |
| BIP Wealth, LLC | $251,452 | 8,200 | 0.28% | Shares |
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