Skip to content

BJUL INNOVATOR ETFS TRUST

Follow

US EQTY BUFR JUL (fund)

103 managers (103 13F filers) reported a position in BJUL shares at 2025-06-30, 3,541,612 shares in all. 7 filers opened a position and 12 filers sold out during the quarter.

Managers
103
13F filers
103
New
7
Added
26
Reduced
36
Sold out
12
Shares held by filers
3,541,612

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC587,144$27.7M0.04%+23,39713F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…374,394$17.6M0.25%-25,74913F-HRTimelineGroup
INTEGRAL INVESTMENT ADVISORS, INC.262,318$12.4M3.53%-1,66113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.195,209$9.2M0.02%+15,48413F-HR/ATimelineGroup
HighTower Advisors, LLC173,845$8.19M0.01%-11013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC149,856$7.06M0.01%+10,61913F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC94,600$4.46M0.28%+4,80013F-HRTimeline
Cetera Investment Advisers82,097$3.87M0.01%-5,93113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC77,324$3.64M0.01%new13F-HRTimelineGroup
Bellwether Advisors, LLC75,522$3.56M0.61%013F-HRTimeline
My Personal CFO, LLC60,420$2.85M1.29%+2,40013F-HRTimeline
Janney Montgomery Scott LLC58,927$2.78M0.01%+2,96713F-HRTimeline
Motiv8 Investments LLC55,276$2.61M1.59%+1,83113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC53,379$2.52M0.01%+20,49113F-HRTimelineGroup
Cambridge Investment Research Advisors,…52,719$2.48M0.01%+3,11213F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC52,472$2.47M0.41%-21713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC47,514$2.24M<0.01%-8,80213F-HRTimelineGroup
Snowden Capital Advisors LLC45,250$2.13M0.06%-4,68113F-HRTimeline
Wealthquest Corp44,157$2.08M0.16%-6,16513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC42,375$2M<0.01%+7,50213F-HRTimelineGroup
LPL Financial LLC39,654$1.87M<0.01%+11,25013F-HRTimeline
FSA Advisors, Inc.39,212$1.85M1.5%-1,83913F-HRTimeline
Berkshire Money Management, Inc.37,381$1.76M0.19%+62913F-HRTimeline
Lantz Financial LLC37,134$1.75M0.44%+7313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management32,387$1.53M0.05%+313F-HRTimelineGroup
Fragasso Financial Advisors Inc32,161$1.52M0.1%013F-HRTimeline
WealthPlan Investment Management, LLC28,636$1.35M0.1%-157,46913F-HRTimeline
Bison Wealth, LLC28,302$1.33M0.11%+46513F-HRTimeline
BLAIR WILLIAM & CO/IL27,916$1.32M<0.01%-42513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…26,604$1.26M<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC25,062$1.18M0.02%-9613F-HRTimelineGroup
Cornerstone Wealth Group, LLC24,847$1.17M0.09%013F-HRTimeline
Strategic Blueprint, LLC24,671$1.16M0.06%-1,71513F-HRTimeline
MML INVESTORS SERVICES, LLC24,048$1.13M<0.01%-1,10513F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.22,664$1.07M0.06%013F-HRTimelineGroup
BCGM Wealth Management, LLC21,452$1.01M0.29%013F-HRTimeline
DHJJ Financial Advisors, Ltd.21,368$1.01M0.36%+1,16113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,598$971K<0.01%new13F-HRTimelineGroup
CHAPMAN FINANCIAL GROUP, LLC20,495$966K0.82%13F-HRTimeline
OLD MISSION CAPITAL LLC19,081$899K0.02%new13F-HRTimeline
Beacon Pointe Advisors, LLC18,688$881K0.01%+1,46013F-HRTimeline
BCS Wealth Management18,001$848K0.18%-2,12313F-HRTimeline
Cresset Asset Management, LLC16,395$773K<0.01%013F-HR/ATimeline
SageView Advisory Group, LLC14,147$680K0.03%new13F-HRTimeline
Sigma Planning Corp13,644$643K0.02%-2,44713F-HRTimeline
CoreCap Advisors, LLC13,184$621K0.03%-72113F-HRTimeline
HARBOUR INVESTMENTS, INC.12,762$601K0.02%-1,04113F-HRTimeline
Secure Asset Management, LLC12,665$597K0.11%-6513F-HRTimeline
Advisory Services Network, LLC12,417$595K0.01%+4,89813F-HRTimeline
Kathmere Capital Management, LLC12,193$575K0.04%-7213F-HRTimeline
Outlook Wealth Advisors, LLC11,957$564K0.14%013F-HRTimeline
Arax Advisory Partners11,503$542K0.02%-1,24013F-HRTimeline
City Center Advisors, LLC11,456$540K0.58%-78313F-HRTimeline
Farther Finance Advisors, LLC11,065$521K0.01%013F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…10,149$482K0.19%013F-HRTimeline
CRA Financial Services, LLC10,215$481K0.07%+2,66513F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …9,633$454K0.1%-3,31613F-HRTimelineGroup
UBS Group AGin group UBS Group AG8,371$395K<0.01%-19613F-HRTimelineGroup
Wingate Wealth Advisors, Inc.7,690$362K0.32%013F-HRTimeline
CORRADO ADVISORS, LLC7,670$361K0.22%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management7,608$359K<0.01%-1,36313F-HRTimelineGroup
Vantage Financial Partners, LLC7,489$353K0.08%-30313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,459$352K0.01%-3813F-HRTimelineGroup
ACAS, LLC7,040$342K0.23%+10013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,225$341K0.02%-12113F-HRTimelineGroup
OneDigital Investment Advisors LLC6,795$320K<0.01%-1,41913F-HRTimeline
Seros Financial, LLC6,763$319K0.2%013F-HRTimeline
Comprehensive Financial Planning, Inc./…6,724$317K0.25%+27513F-HRTimeline
Southland Equity Partners LLC6,522$307K0.07%013F-HRTimeline
GWN SECURITIES INC.6,240$294K0.05%+52913F-HRTimeline
Trek Financial, LLC6,061$286K0.02%-15913F-HRTimeline
Buska Wealth Management, LLC6,039$285K0.08%-1,51413F-HRTimeline
D.B. Root & Company, LLC5,892$278K0.08%+19713F-HRTimeline
4J Wealth Management LLC5,750$271K0.18%013F-HRTimeline
Tradition Wealth Management, LLC5,690$268K0.02%-35113F-HRTimeline
Three Seasons Wealth, LLC5,420$255K0.03%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC5,368$253K0.05%013F-HRTimeline
Schulz Wealth, LTD.5,125$242K0.18%013F-HRTimeline
Steward Partners Investment Advisory, L…5,101$240K<0.01%013F-HRTimeline
Triad Wealth Partners, LLC4,679$221K0.04%013F-HRTimeline
PFG Advisors4,658$220K0.01%-1,61513F-HRTimeline
AE Wealth Management LLC3,759$177K<0.01%-23913F-HRTimeline
IFP Advisors, Inc3,028$143K<0.01%-20813F-HRTimeline
Orion Capital Management LLC3,000$141K0.05%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.2,930$138K0.17%13F-HRTimeline
Sunbelt Securities, Inc.2,815$125K0.01%+80013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,457$116K<0.01%+2,30813F-HR/ATimelineGroup
Glen Eagle Advisors, LLC2,385$112K0.02%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,057$96.9K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…950$44.8K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC935$44.1K0.02%+4213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\875$41.2K<0.01%013F-HRTimelineGroup
Wood Tarver Financial Group, LLC878$41K0.01%-10813F-HRTimeline
Financial Network Wealth Advisors LLC563$26.5K0.03%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV500$23.6K<0.01%013F-HRTimeline
Allworth Financial LP498$23.5K<0.01%013F-HRTimeline
WealthShield Partners, LLC478$22.5K<0.01%013F-HRTimeline
Larson Financial Group LLC461$21.7K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA420$20K<0.01%013F-HR/ATimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC291$13.7K<0.01%013F-HRTimeline
Archer Investment Corp248$11.7K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc160$7.54K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.