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Disclosery

BJUL INNOVATOR ETFS TRUST

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US EQTY BUFR JUL (fund)

123 managers (123 13F filers) reported a position in BJUL shares at 2026-03-31, 3,663,654 shares in all. 11 filers opened a position and 13 filers sold out during the quarter.

Managers
123
13F filers
123
New
11
Added
14
Reduced
57
Sold out
13
Shares held by filers
3,663,654

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Penserra Capital Management LLCin group Penserra Capital Management L…404,315$20.1M0.24%+40,41913F-HRTimelineGroup
COFG Advisors, LLC361,324$18M4.44%-7,10913F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.285,983$14.2M3.54%+3,97913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC199,450$9.91M0.01%-4,91513F-HRTimeline
HighTower Advisors, LLC164,710$8.18M0.01%-3,00013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC162,034$8.05M0.01%-2,16713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.133,715$6.64M0.01%-70,78413F-HRTimelineGroup
Cetera Investment Advisers99,966$4.97M0.01%-21,84713F-HRTimeline
Bullseye Investment Management, LLC93,785$4.66M2.51%+93,10013F-HRTimeline
ROTHSCHILD INVESTMENT LLC92,350$4.59M0.24%-20013F-HRTimeline
Bellwether Advisors, LLC75,522$3.75M0.64%013F-HRTimeline
Janney Montgomery Scott LLC62,997$3.13M0.01%-11,50213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC55,738$2.77M<0.01%+2,28613F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC49,763$2.47M0.36%-56113F-HRTimeline
My Personal CFO, LLC46,755$2.32M1.02%-7,00013F-HRTimeline
LPL Financial LLC45,910$2.28M<0.01%-5,52213F-HRTimeline
Cambridge Investment Research Advisors,…45,193$2.25M0.01%-6,94913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC43,186$2.15M<0.01%-9,21513F-HRTimelineGroup
SIGNATUREFD, LLC42,034$2.09M0.03%013F-HRTimeline
Wealthquest Corp41,690$2.07M0.15%-6013F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management40,887$2.03M0.07%+21213F-HRTimelineGroup
Snowden Capital Advisors LLC39,130$1.94M0.05%-4,09413F-HRTimeline
Lantz Financial LLC38,174$1.9M0.39%-17713F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.37,747$1.88M0.12%-19913F-HRTimelineGroup
FSA Advisors, Inc.36,875$1.83M1.21%-63513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC35,331$1.76M0.01%-79713F-HRTimelineGroup
Berkshire Money Management, Inc.34,856$1.73M0.18%-37413F-HRTimeline
Fragasso Financial Advisors Inc32,161$1.61M0.1%013F-HRTimeline
Orion Porfolio Solutions, LLC30,759$1.53M0.01%new13F-HRTimeline
Cornerstone Wealth Group, LLC24,847$1.3M0.08%013F-HRTimeline
BLAIR WILLIAM & CO/IL26,048$1.29M<0.01%-2,48213F-HRTimeline
World Investment Advisors25,381$1.26M0.02%+44513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC25,105$1.25M0.02%013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management24,765$1.23M0.01%-65613F-HRTimelineGroup
Global Trust Wealth Management LLC24,450$1.21M0.92%013F-HRTimeline
MML INVESTORS SERVICES, LLC23,830$1.18M<0.01%-2,92513F-HRTimeline
DHJJ Financial Advisors, Ltd.22,608$1.12M0.37%-5013F-HRTimeline
Strategic Blueprint, LLC22,497$1.12M0.07%-35413F-HRTimeline
Atria Investments, Inc21,435$1.07M0.01%new13F-HRTimeline
BCGM Wealth Management, LLC21,352$1.06M0.27%-10013F-HRTimeline
Beacon Pointe Advisors, LLC19,830$985K0.01%+6,62313F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC18,892$939K0.67%-96213F-HRTimeline
Commerce Advisors, LLC18,413$915K0.77%13F-HRTimeline
CWM, LLCin group CWM, LLC18,314$910K<0.01%new13F-HRTimelineGroup
BCS Wealth Management17,180$854K0.17%-17,41813F-HRTimeline
Merit Financial Group, LLC16,577$824K0.01%-65013F-HRTimeline
Triad Wealth Partners, LLC16,530$821K0.07%+11,85113F-HRTimeline
Cresset Asset Management, LLC16,395$815K<0.01%013F-HRTimeline
City Center Advisors, LLC15,837$787K0.73%+16513F-HRTimeline
IMG Wealth Management, Inc.15,667$778K0.5%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …14,725$732K0.01%-1113F-HRTimelineGroup
FORONJY FINANCIAL LLC13,892$690K0.29%+2,29013F-HRTimeline
Sigma Planning Corp13,240$658K0.02%-2213F-HRTimeline
CoreCap Advisors, LLC12,678$630K0.02%-5913F-HRTimeline
Outlook Wealth Advisors, LLC12,666$629K0.15%013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …12,639$628K0.1%-2313F-HRTimelineGroup
Advisory Services Network, LLC12,417$617K0.01%013F-HRTimeline
Kathmere Capital Management, LLC12,159$604K0.04%013F-HRTimeline
Arax Advisory Partners11,304$562K0.02%013F-HRTimeline
Farther Finance Advisors, LLC11,065$552K0.01%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,084$551K0.01%-77613F-HRTimelineGroup
CRA Financial Services, LLC10,115$503K0.07%013F-HRTimeline
TopTier Wealth Management, LLC9,898$492K0.3%-3113F-HRTimeline
Rothschild Wealth LLC9,117$453K0.04%-1,03213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,790$437K<0.01%new13F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.8,694$432K0.02%013F-HRTimeline
Wingate Wealth Advisors, Inc.8,198$407K0.22%-99113F-HRTimeline
Wood Tarver Financial Group, LLC7,916$393K0.11%-2713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS7,720$384K<0.01%-1,09513F-HRTimeline
Arkadios Wealth Advisors7,709$383K0.01%new13F-HRTimeline
CORRADO ADVISORS, LLC7,634$379K0.2%-913F-HRTimeline
Trek Financial, LLC7,065$351K0.02%-9813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,025$349K0.01%-20013F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…6,831$339K<0.01%-41813F-HRTimeline
Ballast Rock Private Wealth LLC6,671$331K0.18%-12513F-HRTimeline
Southland Equity Partners LLC6,522$324K0.06%013F-HRTimeline
AE Wealth Management LLC6,386$317K<0.01%-19513F-HRTimeline
Seros Financial, LLC6,211$309K0.2%013F-HRTimeline
Soltis Investment Advisors LLC5,824$289K0.02%013F-HRTimeline
4J Wealth Management LLC5,750$286K0.16%013F-HRTimeline
Tradition Wealth Management, LLC5,690$283K0.02%-2,59913F-HRTimeline
Lewis Asset Management, LLC5,689$283K0.12%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.5,645$280K<0.01%-1613F-HRTimeline
Foundations Investment Advisors, LLC5,540$275K<0.01%+813F-HRTimeline
D.B. Root & Company, LLC5,529$275K0.07%013F-HRTimeline
Ashton Thomas Private Wealth, LLC5,483$272K0.01%new13F-HRTimeline
GWN SECURITIES INC.5,404$269K0.05%-5413F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC5,368$267K0.05%013F-HRTimeline
Weaver Consulting Group5,326$265K0.06%-2,04813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,093$255K<0.01%-22,38313F-HRTimeline
Three Seasons Wealth, LLC5,065$252K0.1%-35513F-HRTimeline
Chris Bulman Inc4,687$233K0.1%013F-HRTimeline
Valtinson Bruner Financial Planning LLC4,403$219K0.06%013F-HRTimeline
Beacon Financial Advisory LLC4,377$217K0.05%013F-HRTimeline
Buska Wealth Management, LLC4,346$216K0.09%-66213F-HRTimeline
OneDigital Investment Advisors LLC4,209$209K<0.01%013F-HRTimeline
Focus Financial Network, Inc.4,089$203K0.01%+2113F-HRTimeline
CENTAURUS FINANCIAL, INC.3,837$191K0.01%013F-HRTimeline
MAI Capital Management3,669$182K<0.01%new13F-HRTimeline
Orion Capital Management LLC3,000$149K0.05%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,021$100K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC1,985$98.6K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,811$88.2K<0.01%-3,33613F-HR/ATimelineGroup
IFP Advisors, Inc1,669$82.9K<0.01%-1513F-HRTimeline
Financial Network Wealth Advisors LLC1,366$67.9K0.07%+80313F-HRTimeline
Whipplewood Advisors, LLC935$46.5K0.02%013F-HRTimeline
Keating Financial Advisory Services, In…847$42.1K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…790$39.3K<0.01%-8013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP781$38.1K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG586$29.1K<0.01%+57113F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV500$24.8K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.500$24.8K<0.01%013F-HRTimeline
Noble Wealth Management PBC500$24.8K0.01%013F-HRTimeline
Allworth Financial LP498$24.7K<0.01%013F-HRTimeline
WealthShield Partners, LLC478$23.8K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN468$23.3K<0.01%new13F-HR/ATimelineGroup
Archer Investment Corp248$12.3K<0.01%013F-HRTimeline
Larson Financial Group LLC219$10.9K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…217$10.8K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.211$10.5K0.01%-1,22313F-HRTimeline
AdvisorNet Financial, Inc160$7.95K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC105$5.22K<0.01%-18613F-HRTimeline
IAG Wealth Partners, LLC72$3.58K<0.01%new13F-HRTimeline