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Disclosery

BJUL INNOVATOR ETFS TRUST

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US EQTY BUFR JUL (fund)

107 managers (107 13F filers) reported a position in BJUL shares at 2025-03-31, 3,902,291 shares in all. 9 filers opened a position and 12 filers sold out during the quarter.

Managers
107
13F filers
107
New
9
Added
15
Reduced
48
Sold out
12
Shares held by filers
3,902,291

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
COMMONWEALTH EQUITY SERVICES, LLC563,747$24.3M0.03%+348,56313F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…400,143$17.3M0.31%+58,65613F-HRTimelineGroup
INTEGRAL INVESTMENT ADVISORS, INC.263,979$11.4M3.64%+5,60813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS250,315$10.8M0.03%new13F-HRTimeline
WealthPlan Investment Management, LLC186,105$8.04M0.79%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.179,725$7.76M0.02%-13,62213F-HRTimelineGroup
HighTower Advisors, LLC173,955$7.51M0.01%-90713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC139,237$6.01M0.01%-6,90913F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC89,800$3.88M0.26%-1,20013F-HRTimeline
WealthPLAN Partners, LLC88,140$3.81M0.54%new13F-HRTimeline
Cetera Investment Advisers88,028$3.8M0.01%+21,72713F-HRTimeline
Bellwether Advisors, LLC75,522$3.26M0.68%013F-HRTimeline
My Personal CFO, LLC58,020$2.51M1.26%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC56,316$2.43M<0.01%-4,08513F-HRTimelineGroup
Janney Montgomery Scott LLC55,960$2.42M0.01%new13F-HRTimeline
Motiv8 Investments LLC53,445$2.31M1.53%+6,90013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC52,689$2.27M0.43%-1,32813F-HRTimeline
Wealthquest Corp50,322$2.17M0.18%-9,95613F-HR/ATimeline
Snowden Capital Advisors LLC49,931$2.16M0.07%-69013F-HRTimeline
Cambridge Investment Research Advisors,…49,607$2.14M0.01%-4,21713F-HRTimeline
FSA Advisors, Inc.41,051$1.77M1.41%+1,04413F-HRTimeline
Lantz Financial LLC37,061$1.6M0.44%-55513F-HRTimeline
Berkshire Money Management, Inc.36,752$1.59M0.18%-3,07413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC34,873$1.51M<0.01%+28013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC32,888$1.42M0.01%-16,16113F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management32,384$1.4M0.04%+7,31713F-HRTimelineGroup
Fragasso Financial Advisors Inc32,161$1.39M0.1%013F-HRTimeline
LPL Financial LLC28,404$1.23M<0.01%+76813F-HRTimeline
BLAIR WILLIAM & CO/IL28,341$1.22M<0.01%-1,00013F-HRTimeline
Bison Wealth, LLC27,837$1.2M0.11%-1,97313F-HRTimeline
Strategic Blueprint, LLC26,386$1.14M0.06%-4,81913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC25,158$1.12M0.03%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC25,153$1.09M<0.01%-4,17713F-HRTimeline
Cornerstone Wealth Group, LLC24,847$1.07M0.09%013F-HRTimeline
Marcum Wealth, LLC23,971$1.03M0.09%-132,08313F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.22,664$979K0.05%-11,90513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,035$951K<0.01%+11913F-HRTimelineGroup
BCGM Wealth Management, LLC21,452$926K0.28%013F-HRTimeline
DHJJ Financial Advisors, Ltd.20,207$872K0.35%-1,16513F-HRTimeline
BCS Wealth Management20,124$869K0.22%-9,50913F-HRTimeline
Beacon Pointe Advisors, LLC17,228$744K0.01%-1,00913F-HRTimeline
Cresset Asset Management, LLC16,395$708K<0.01%013F-HRTimeline
Sigma Planning Corp16,091$695K0.02%-2,71013F-HRTimeline
CoreCap Advisors, LLC13,905$600K0.03%-4013F-HRTimeline
HARBOUR INVESTMENTS, INC.13,803$596K0.02%013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …12,949$559K0.13%-1313F-HRTimelineGroup
Arax Advisory Partners12,743$550K0.04%-2713F-HRTimeline
Secure Asset Management, LLC12,730$550K0.11%-5,61013F-HRTimeline
Kathmere Capital Management, LLC12,265$530K0.05%013F-HRTimeline
City Center Advisors, LLC12,239$528K0.62%+59613F-HRTimeline
Outlook Wealth Advisors, LLC11,957$516K0.14%-52413F-HRTimeline
Farther Finance Advisors, LLC11,065$479K0.01%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.10,531$455K0.01%013F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…10,149$438K0.19%-12,37913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management8,971$387K0.01%-3,82413F-HRTimelineGroup
RFG Advisory, LLC8,720$376K0.01%-21413F-HRTimeline
UBS Group AGin group UBS Group AG8,567$370K<0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,380$362K<0.01%-6713F-HRTimelineGroup
OneDigital Investment Advisors LLC8,214$355K<0.01%-17113F-HRTimeline
Vantage Financial Partners, LLC7,792$336K0.08%-22213F-HRTimeline
Wingate Wealth Advisors, Inc.7,690$332K0.38%013F-HRTimeline
Buska Wealth Management, LLC7,553$326K0.1%-62313F-HRTimeline
CRA Financial Services, LLC7,550$326K0.06%-1,50013F-HRTimeline
Advisory Services Network, LLC7,519$325K0.01%-15013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,497$324K0.01%-36213F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,346$317K0.02%013F-HRTimelineGroup
ACAS, LLC6,940$299K0.23%+10013F-HRTimeline
Seros Financial, LLC6,763$292K0.22%-1,98513F-HRTimeline
Southland Equity Partners LLC6,522$282K0.07%013F-HRTimeline
Comprehensive Financial Planning, Inc./…6,449$278K0.27%-15713F-HRTimeline
PFG Advisors6,273$271K0.02%-9113F-HRTimeline
Trek Financial, LLC6,220$269K0.02%013F-HRTimeline
Beacon Financial Advisory LLC6,135$265K0.08%013F-HRTimeline
Tradition Wealth Management, LLC6,041$261K0.02%013F-HRTimeline
Sowell Financial Services LLC5,957$257K0.01%-7,42313F-HRTimeline
4J Wealth Management LLC5,750$248K0.2%013F-HRTimeline
GWN SECURITIES INC.5,711$247K0.01%new13F-HRTimeline
D.B. Root & Company, LLC5,695$246K0.08%013F-HRTimeline
Three Seasons Wealth, LLC5,420$234K0.12%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC5,368$232K0.05%013F-HRTimeline
Schulz Wealth, LTD.5,125$221K0.17%013F-HRTimeline
Steward Partners Investment Advisory, L…5,101$220K<0.01%-87813F-HRTimeline
Triad Wealth Partners, LLC4,679$202K0.06%013F-HRTimeline
CENTAURUS FINANCIAL, INC.4,049$175K0.01%013F-HRTimeline
AE Wealth Management LLC3,998$173K<0.01%-14113F-HRTimeline
IMG Wealth Management, Inc.3,587$155K0.14%-27213F-HRTimeline
IFP Advisors, Inc3,236$140K<0.01%013F-HRTimeline
Orion Capital Management LLC3,000$130K0.05%013F-HRTimeline
Glen Eagle Advisors, LLC2,385$103K0.02%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,057$88.8K<0.01%+1,74613F-HRTimelineGroup
Sunbelt Securities, Inc.2,015$87K0.01%-80013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,193$51.5K<0.01%+1,17713F-HRTimelineGroup
Wood Tarver Financial Group, LLC986$42.6K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…950$41K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC893$40.4K0.03%-4213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\875$37.8K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC726$31.3K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC563$24.3K0.03%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV500$21.6K<0.01%013F-HRTimeline
Allworth Financial LP498$21.1K<0.01%-1613F-HRTimeline
WealthShield Partners, LLC478$20.6K<0.01%new13F-HRTimeline
Larson Financial Group LLC461$19.9K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA420$18K<0.01%new13F-HR/ATimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC291$12.6K<0.01%-8413F-HRTimeline
Archer Investment Corp248$10.7K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC149$6.43K<0.01%+10513F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.