Skip to content
Disclosery

BJUL INNOVATOR ETFS TRUST

Follow

US EQTY BUFR JUL (fund)

112 managers (112 13F filers) reported a position in BJUL shares at 2024-12-31, 3,266,425 shares in all. 5 filers opened a position and 15 filers sold out during the quarter.

Managers
112
13F filers
112
New
5
Added
12
Reduced
51
Sold out
15
Shares held by filers
3,266,425

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Penserra Capital Management LLCin group Penserra Capital Management L…341,487$15.2M0.28%+40,50813F-HRTimelineGroup
INTEGRAL INVESTMENT ADVISORS, INC.258,371$11.5M3.73%+6,71713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC215,184$9.59M0.01%-359,52813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.193,347$8.62M0.02%-3,92313F-HR/ATimelineGroup
HighTower Advisors, LLC174,862$7.79M0.01%-14,85513F-HRTimeline
Marcum Wealth, LLC156,054$6.95M0.6%-15413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC146,146$6.51M0.01%-3,17013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC91,000$4.05M0.27%-3,60013F-HRTimeline
Bellwether Advisors, LLC75,522$3.37M0.6%013F-HRTimeline
Cetera Investment Advisers66,301$2.95M0.01%-6,71813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC60,401$2.69M<0.01%-4,67213F-HRTimelineGroup
Wealthquest Corp60,278$2.69M0.22%-3,55413F-HRTimeline
My Personal CFO, LLC58,020$2.59M1.33%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC54,017$2.41M0.46%-26913F-HRTimeline
Cambridge Investment Research Advisors,…53,824$2.4M0.01%-60013F-HRTimeline
Snowden Capital Advisors LLC50,621$2.26M0.07%-3,34513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC49,049$2.19M0.01%+18,99013F-HRTimelineGroup
Motiv8 Investments LLC46,545$2.07M1.46%+8,81113F-HRTimeline
Berkshire Money Management, Inc.39,826$1.77M0.19%-46,58113F-HRTimeline
FSA Advisors, Inc.40,007$1.75M2.14%-1,91113F-HRTimeline
Lantz Financial LLC37,616$1.68M0.45%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC34,593$1.54M<0.01%13F-HR/ATimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.34,569$1.54M0.07%-43413F-HRTimelineGroup
Fragasso Financial Advisors Inc32,161$1.43M0.11%-96513F-HRTimeline
Strategic Blueprint, LLC31,205$1.39M0.08%-1,81113F-HRTimeline
Bison Wealth, LLC29,810$1.33M0.16%13F-HRTimeline
BCS Wealth Management29,633$1.32M0.33%-84613F-HRTimeline
BLAIR WILLIAM & CO/IL29,341$1.31M<0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC29,330$1.31M<0.01%-1,11713F-HRTimeline
LPL Financial LLC27,636$1.23M<0.01%+29913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC25,158$1.12M0.03%+25213F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management25,067$1.12M0.03%-3,88313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC24,890$1.11M<0.01%+10,93213F-HRTimelineGroup
Cornerstone Wealth Group, LLC24,847$1.11M0.09%013F-HRTimeline
Global Trust Asset Management, LLC24,450$1.09M0.41%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC22,546$1M0.81%13F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…22,528$1M0.43%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,916$977K<0.01%+8,84913F-HRTimelineGroup
BCGM Wealth Management, LLC21,452$956K0.3%013F-HRTimeline
DHJJ Financial Advisors, Ltd.21,372$952K0.37%-13013F-HRTimeline
Sigma Planning Corp18,801$838K0.03%-2313F-HRTimeline
Secure Asset Management, LLC18,340$817K0.12%013F-HRTimeline
Beacon Pointe Advisors, LLC18,237$813K0.01%-8,92813F-HRTimeline
Cresset Asset Management, LLC16,395$731K<0.01%-1,91113F-HRTimeline
Valtinson Bruner Financial Planning LLC14,879$663K0.23%-23313F-HRTimeline
CoreCap Advisors, LLC13,945$621K0.03%-10,42013F-HRTimeline
HARBOUR INVESTMENTS, INC.13,803$615K0.02%013F-HRTimeline
Sowell Financial Services LLC13,380$596K0.03%new13F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …12,962$578K0.14%-18413F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management12,795$570K0.01%-361,62313F-HRTimelineGroup
Arax Advisory Partners12,770$569K0.04%-27213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,507$557K<0.01%+2,01013F-HR/ATimeline
Outlook Wealth Advisors, LLC12,481$556K0.16%-2,46113F-HRTimeline
Kathmere Capital Management, LLC12,265$546K0.05%+10513F-HRTimeline
City Center Advisors, LLC11,643$519K0.58%-13213F-HRTimeline
B. Riley Wealth Advisors, Inc.10,531$469K0.02%013F-HRTimeline
Sugarloaf Wealth Management, LLC10,140$452K0.09%-15013F-HRTimeline
CRA Financial Services, LLC9,050$403K0.07%013F-HRTimeline
RFG Advisory, LLC8,934$398K0.01%-26,17713F-HRTimeline
OLD MISSION CAPITAL LLC8,641$385K0.01%-33013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,447$376K<0.01%-32713F-HRTimelineGroup
OneDigital Investment Advisors LLC8,385$374K<0.01%-2,53113F-HRTimeline
Seros Financial, LLC8,748$365K0.33%13F-HRTimeline
Buska Wealth Management, LLC8,176$364K0.12%-2,63713F-HRTimeline
Vantage Financial Partners, LLC8,014$357K0.09%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,859$350K0.01%new13F-HRTimelineGroup
Wingate Wealth Advisors, Inc.7,690$343K0.34%13F-HRTimeline
Advisory Services Network, LLC7,669$342K0.01%new13F-HRTimeline
Delta Investment Management, LLC7,409$330K0.06%-2,91013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,346$327K0.02%+2,34413F-HRTimelineGroup
ACAS, LLC6,840$312K0.23%+38513F-HRTimeline
Comprehensive Financial Planning, Inc./…6,606$294K0.25%13F-HRTimeline
Southland Equity Partners LLC6,522$291K0.07%013F-HRTimeline
Atria Wealth Solutions, Inc.6,372$284K<0.01%-2713F-HRTimeline
PFG Advisors6,364$284K0.02%-19013F-HRTimeline
Trek Financial, LLC6,220$277K0.02%-78013F-HRTimeline
Heritage Wealth Partners, LLC6,164$275K0.34%-63,50013F-HRTimeline
Beacon Financial Advisory LLC6,135$273K0.09%013F-HRTimeline
Tradition Wealth Management, LLC6,041$269K0.02%-40613F-HRTimeline
Steward Partners Investment Advisory, L…5,979$266K<0.01%-82813F-HRTimeline
4J Wealth Management LLC5,750$256K0.21%013F-HRTimeline
D.B. Root & Company, LLC5,695$254K0.08%013F-HRTimeline
Evolution Wealth Advisors, LLC5,695$254K0.04%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC5,694$254K0.01%013F-HR/ATimeline
Three Seasons Wealth, LLC5,420$242K0.12%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC5,368$239K0.05%013F-HRTimeline
Schulz Wealth, LTD.5,125$228K0.18%013F-HRTimeline
PCA Investment Advisory Services Inc.4,945$220K0.1%-33613F-HRTimeline
Triad Wealth Partners, LLC4,679$208K0.08%new13F-HRTimeline
AE Wealth Management LLC4,139$184K<0.01%-5,13313F-HRTimeline
CENTAURUS FINANCIAL, INC.4,049$180K0.01%-29113F-HRTimeline
IMG Wealth Management, Inc.3,859$172K0.16%13F-HRTimeline
IFP Advisors, Inc3,236$144K<0.01%013F-HRTimeline
Orion Capital Management LLC3,000$134K0.06%new13F-HRTimeline
Sunbelt Securities, Inc.2,815$126K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC2,385$106K0.02%013F-HRTimeline
Wood Tarver Financial Group, LLC986$43K0.01%13F-HRTimeline
Capital Investment Advisory Services, L…950$42.3K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC935$41.7K0.02%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\875$39K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC726$32.3K<0.01%013F-HRTimeline
Castleview Partners, LLC600$26.7K0.01%013F-HR/ATimeline
Financial Network Wealth Advisors LLC563$25.1K0.05%-14613F-HRTimeline
Allworth Financial LP514$23.5K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV500$22.3K<0.01%013F-HRTimeline
Larson Financial Group LLC461$20.5K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC375$16.7K<0.01%-10513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY311$13.9K<0.01%-73813F-HR/ATimelineGroup
Archer Investment Corp248$11.1K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC44$1.96K<0.01%-4,02813F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO16$713<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.