Skip to content
Disclosery

BJUN INNOVATOR ETFS TRUST

Follow

ETF (fund)

77 managers (77 13F filers) reported a position in BJUN shares at 2025-03-31, 2,173,134 shares in all. 7 filers opened a position and 8 filers sold out during the quarter.

Managers
77
13F filers
77
New
7
Added
9
Reduced
31
Sold out
8
Shares held by filers
2,173,134

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

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

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
Penserra Capital Management LLCin group Penserra Capital Management L…429,979$17.4M0.31%+63,02413F-HRTimelineGroup
Lantz Financial LLC253,585$10.3M2.81%-1,60613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC152,125$6.16M0.01%-9,24213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC119,171$4.83M0.01%+5,78713F-HRTimeline
Strategic Blueprint, LLC102,732$4.16M0.23%+1,92913F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC92,082$3.73M0.71%-68713F-HRTimeline
HighTower Advisors, LLC71,560$2.9M<0.01%-3,59313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.61,028$2.47M0.01%-20,97713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC42,244$1.71M<0.01%-34,96813F-HRTimelineGroup
WPWealth LLP33,918$1.37M0.27%013F-HRTimeline
Consolidated Portfolio Review Corp32,365$1.31M0.21%-23513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV32,155$1.3M0.1%-15513F-HRTimeline
Maltin Wealth Management, Inc.31,717$1.28M0.6%-5013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …30,113$1.22M0.29%-7413F-HRTimelineGroup
Fragasso Financial Advisors Inc28,571$1.16M0.09%013F-HRTimeline
OLD MISSION CAPITAL LLC27,656$1.12M0.02%new13F-HRTimeline
Whipplewood Advisors, LLC935$1.09M0.78%-26,60913F-HRTimeline
Outlook Wealth Advisors, LLC26,156$1.06M0.29%+1,99813F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.23,735$961K0.31%-7513F-HRTimeline
BCS Wealth Management23,509$952K0.24%-12113F-HRTimeline
Cetera Investment Advisers23,480$951K<0.01%-1,49613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC23,207$940K<0.01%-3,34713F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC21,020$873K0.02%013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS20,929$848K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.20,436$828K0.33%-81313F-HRTimeline
My Personal CFO, LLC20,400$826K0.42%013F-HRTimeline
Snowden Capital Advisors LLC18,954$768K0.02%013F-HRTimeline
Beacon Pointe Advisors, LLC18,366$744K0.01%-1,53313F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…16,177$655K0.28%-4,20013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO15,914$645K<0.01%+15,48213F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management15,910$644K0.01%-6913F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.15,630$633K0.03%-1,59513F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC15,080$611K0.13%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management15,053$610K0.02%+5,70113F-HRTimelineGroup
Janney Montgomery Scott LLC14,988$607K<0.01%-98013F-HRTimeline
Sigma Planning Corp14,783$599K0.02%-49013F-HRTimeline
Focus Financial Network, Inc.13,711$555K0.02%013F-HRTimeline
Arax Advisory Partners13,656$553K0.04%013F-HRTimeline
LPL Financial LLC13,417$543K<0.01%+313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,238$536K<0.01%-3,16513F-HRTimelineGroup
CoreCap Advisors, LLC12,979$526K0.02%-25713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED12,256$494K0.05%013F-HR/ATimeline
Secure Asset Management, LLC11,990$486K0.1%013F-HRTimeline
MML INVESTORS SERVICES, LLC11,644$472K<0.01%-96613F-HRTimeline
WealthShield Partners, LLC11,450$464K0.06%+8,30013F-HRTimeline
Beacon Financial Advisory LLC11,405$462K0.14%013F-HRTimeline
AE Wealth Management LLC11,377$461K<0.01%013F-HRTimeline
RFG Advisory, LLC10,205$413K0.01%-3,06613F-HRTimeline
AdvisorNet Financial, Inc9,721$394K0.03%013F-HRTimeline
OneDigital Investment Advisors LLC8,265$335K<0.01%013F-HRTimeline
FSA Advisors, Inc.8,250$332K0.26%-8713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,925$321K0.01%-20113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,075$287K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…6,866$278K<0.01%-1,18613F-HRTimeline
Advisory Services Network, LLC6,779$275K0.01%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC6,555$265K0.01%new13F-HRTimelineGroup
Berkshire Money Management, Inc.6,329$256K0.03%013F-HRTimeline
CRA Financial Services, LLC6,025$244K0.04%013F-HRTimeline
Clear Point Advisors Inc.5,770$234K0.21%013F-HRTimeline
J.W. COLE ADVISORS, INC.5,563$225K0.01%new13F-HRTimeline
Trek Financial, LLC5,215$211K0.02%013F-HRTimeline
Cypress Wealth Services, LLC5,125$208K0.04%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,453$180K<0.01%+66713F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…3,641$147K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,271$132K<0.01%-1,50213F-HRTimeline
Bellwether Advisors, LLC3,076$125K0.03%013F-HRTimeline
UBS Group AGin group UBS Group AG3,012$122K<0.01%new13F-HRTimelineGroup
Orion Capital Management LLC3,000$122K0.05%013F-HRTimeline
Sunbelt Securities, Inc.2,100$85.1K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…1,225$49.6K<0.01%-41513F-HRTimeline
IFP Advisors, Inc312$12.6K<0.01%013F-HRTimeline
Archer Investment Corp250$10.1K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC201$8.14K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY68$2.75K<0.01%new13F-HRTimelineGroup
Integrity Financial Corp /WA63$2.55K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8$324<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • Brookstone Capital Management reported 1,104,343 BJUN shares, 22.68% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-02. 0001062993-26-005156

    Accepted , ingested