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Disclosery

BJUL INNOVATOR ETFS TRUST

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US EQTY BUFR JUL (fund)

127 managers (127 13F filers) reported a position in BJUL shares at 2025-12-31, 3,740,015 shares in all. 11 filers opened a position and 2 filers sold out during the quarter.

Managers
127
13F filers
127
New
11
Added
17
Reduced
50
Sold out
2
Shares held by filers
3,740,015

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
COFG Advisors, LLC368,433$18.7M4.62%13F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…363,896$18.5M0.22%-15,02513F-HRTimelineGroup
INTEGRAL INVESTMENT ADVISORS, INC.282,004$14.3M3.55%+13,22013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.204,499$10.4M0.02%-21,92913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC204,365$10.4M0.01%-20,38713F-HRTimeline
HighTower Advisors, LLC167,710$8.51M0.01%-6,45013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC164,201$8.34M0.01%-9,31513F-HRTimelineGroup
Cetera Investment Advisers121,813$6.18M0.01%+1,41313F-HRTimeline
ROTHSCHILD INVESTMENT LLC92,550$4.7M0.26%-1,80013F-HRTimeline
Bellwether Advisors, LLC75,522$3.83M0.61%013F-HRTimeline
Janney Montgomery Scott LLC74,499$3.78M0.01%-2,87313F-HRTimeline
My Personal CFO, LLC53,755$2.73M1.14%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC53,452$2.71M<0.01%-4,21313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC52,401$2.66M<0.01%+3,03613F-HRTimelineGroup
Cambridge Investment Research Advisors,…52,142$2.65M0.01%-54013F-HRTimeline
LPL Financial LLC51,432$2.61M<0.01%-4,84513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC50,324$2.55M0.37%-1,96513F-HRTimeline
Snowden Capital Advisors LLC43,224$2.19M0.06%-15513F-HRTimeline
SIGNATUREFD, LLC42,034$2.13M0.03%013F-HRTimeline
Wealthquest Corp41,750$2.12M0.16%-1,15113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management40,675$2.06M0.07%-1,30613F-HRTimelineGroup
Lantz Financial LLC38,351$1.95M0.41%013F-HRTimeline
Motiv8 Investments LLC38,104$1.93M1.05%-15,57313F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.37,946$1.93M0.09%-2,00013F-HRTimelineGroup
FSA Advisors, Inc.37,510$1.9M1.33%-8913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC36,128$1.83M0.01%+3,22913F-HRTimelineGroup
Berkshire Money Management, Inc.35,230$1.79M0.17%-69513F-HRTimeline
BCS Wealth Management34,598$1.76M0.18%+16,59713F-HRTimeline
Fragasso Financial Advisors Inc32,161$1.63M0.1%013F-HRTimeline
BLAIR WILLIAM & CO/IL28,530$1.45M<0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…27,476$1.41M<0.01%-113F-HRTimeline
MML INVESTORS SERVICES, LLC26,755$1.36M<0.01%-19413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management25,421$1.29M0.01%-523,75613F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC25,105$1.27M0.02%-9213F-HRTimelineGroup
World Investment Advisors24,936$1.27M0.02%new13F-HR/ATimeline
Cornerstone Wealth Group, LLC24,847$1.26M0.09%013F-HRTimeline
Global Trust Wealth Management LLC24,450$1.24M0.92%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,749$1.21M<0.01%+8,41913F-HRTimelineGroup
Strategic Blueprint, LLC22,851$1.16M0.07%-1,24113F-HRTimeline
DHJJ Financial Advisors, Ltd.22,658$1.15M0.38%-19513F-HRTimeline
BCGM Wealth Management, LLC21,452$1.09M0.28%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC19,854$1.01M0.69%-64113F-HRTimeline
Merit Financial Group, LLC17,227$874K0.01%new13F-HRTimeline
Cresset Asset Management, LLC16,395$832K<0.01%013F-HRTimeline
OLD MISSION CAPITAL LLC16,315$828K0.03%+53113F-HRTimeline
City Center Advisors, LLC15,672$796K0.73%+85113F-HRTimeline
IMG Wealth Management, Inc.15,667$795K0.51%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …14,736$748K0.01%-15413F-HRTimelineGroup
AlphaStar Capital Management, LLC14,380$730K0.05%new13F-HRTimeline
Sigma Planning Corp13,262$673K0.02%-33213F-HRTimeline
Beacon Pointe Advisors, LLC13,207$670K<0.01%-1,67713F-HRTimeline
CoreCap Advisors, LLC12,737$647K0.02%+1813F-HRTimeline
Outlook Wealth Advisors, LLC12,666$643K0.15%-113F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …12,662$643K0.11%013F-HRTimelineGroup
Advisory Services Network, LLC12,417$630K0.01%013F-HRTimeline
Kathmere Capital Management, LLC12,159$617K0.04%-3413F-HRTimeline
Secure Asset Management, LLC12,027$611K0.1%-63813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,860$602K0.01%-4913F-HRTimelineGroup
FORONJY FINANCIAL LLC11,602$589K0.25%+4,63413F-HRTimeline
Arax Advisory Partners11,304$574K0.02%new13F-HRTimeline
Farther Finance Advisors, LLC11,065$562K0.01%013F-HRTimeline
Rothschild Wealth LLC10,149$515K0.05%new13F-HR/ATimeline
CRA Financial Services, LLC10,115$513K0.07%-10013F-HRTimeline
TopTier Wealth Management, LLC9,929$504K0.34%13F-HRTimeline
Wingate Wealth Advisors, Inc.9,189$466K0.26%+1,49913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,815$447K<0.01%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.8,694$441K0.02%new13F-HRTimeline
Tradition Wealth Management, LLC8,289$421K0.03%-1,21213F-HRTimeline
Wood Tarver Financial Group, LLC7,943$403K0.11%-1,10013F-HRTimeline
CORRADO ADVISORS, LLC7,643$388K0.19%-2713F-HRTimeline
Vantage Financial Partners, LLC7,489$380K0.08%013F-HRTimeline
Weaver Consulting Group7,374$374K0.09%013F-HRTimeline
Steward Partners Investment Advisory, L…7,249$368K<0.01%+3713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,225$367K0.01%013F-HRTimelineGroup
Trek Financial, LLC7,163$364K0.02%013F-HRTimeline
Ballast Rock Private Wealth LLC6,796$345K0.22%13F-HRTimeline
AE Wealth Management LLC6,581$334K<0.01%-39313F-HRTimeline
Southland Equity Partners LLC6,522$331K0.07%013F-HRTimeline
HRT FINANCIAL LP6,422$325K<0.01%new13F-HRTimeline
Seros Financial, LLC6,211$315K0.18%013F-HRTimeline
Soltis Investment Advisors LLC5,824$296K0.02%013F-HR/ATimeline
4J Wealth Management LLC5,750$292K0.17%013F-HRTimeline
HARBOUR INVESTMENTS, INC.5,661$287K0.01%-10,93713F-HRTimeline
Foundations Investment Advisors, LLC5,532$281K<0.01%+12813F-HRTimeline
D.B. Root & Company, LLC5,529$281K0.07%-50113F-HRTimeline
GWN SECURITIES INC.5,458$277K0.06%+1513F-HRTimeline
Three Seasons Wealth, LLC5,420$275K0.03%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC5,368$272K0.05%013F-HRTimeline
GTS SECURITIES LLC5,204$264K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,147$261K<0.01%-3,37113F-HRTimelineGroup
Schulz Wealth, LTD.5,125$260K0.17%013F-HRTimeline
Buska Wealth Management, LLC5,008$254K0.09%-34113F-HRTimeline
Chris Bulman Inc4,687$238K0.11%-5,43013F-HRTimeline
Triad Wealth Partners, LLC4,679$238K0.02%013F-HRTimeline
Valtinson Bruner Financial Planning LLC4,403$224K0.06%+2213F-HRTimeline
Beacon Financial Advisory LLC4,377$222K0.05%013F-HRTimeline
OneDigital Investment Advisors LLC4,209$214K<0.01%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,187$213K<0.01%013F-HRTimelineGroup
Focus Financial Network, Inc.4,068$207K0.01%-36113F-HRTimeline
PFG Advisors4,027$204K0.01%-15413F-HRTimeline
CENTAURUS FINANCIAL, INC.3,837$195K0.01%013F-HRTimeline
Orion Capital Management LLC3,000$152K0.05%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,021$103K<0.01%013F-HR/ATimelineGroup
Glen Eagle Advisors, LLC1,985$101K0.01%013F-HRTimeline
IFP Advisors, Inc1,684$85.5K<0.01%+613F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,434$72.8K0.06%-1,49613F-HRTimeline
SageView Advisory Group, LLC1,000$50.8K<0.01%-13,14713F-HRTimeline
Whipplewood Advisors, LLC935$47.5K0.03%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\875$44.4K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…870$44.2K<0.01%-8013F-HRTimeline
Keating Financial Advisory Services, In…847$43K0.01%13F-HRTimeline
Bullseye Investment Management, LLC685$34.8K0.02%new13F-HRTimeline
RED REEF ADVISORS LLC585$29.7K0.03%13F-HRTimeline
Financial Network Wealth Advisors LLC563$28.6K0.03%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV500$25.4K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.500$25.4K<0.01%-1,51513F-HRTimeline
Noble Wealth Management PBC500$25.4K0.01%013F-HRTimeline
Allworth Financial LP498$25.3K<0.01%013F-HRTimeline
WealthShield Partners, LLC478$24.3K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC447$22.7K<0.01%+29013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC291$14.8K<0.01%013F-HRTimeline
Archer Investment Corp248$12.6K<0.01%013F-HRTimeline
Larson Financial Group LLC219$11.1K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…217$11K0.01%-513F-HRTimeline
AdvisorNet Financial, Inc160$8.12K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG15$761<0.01%-15613F-HRTimelineGroup
Jessup Wealth Management, Inc7$368<0.01%new13F-HRTimeline