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Disclosery

EJUL INNOVATOR ETFS TRUST

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EMRGNG MKT JULY (fund)

63 managers (63 13F filers) reported a position in EJUL shares at 2024-12-31, 1,490,703 shares in all. 6 filers opened a position and 10 filers sold out during the quarter.

Managers
63
13F filers
63
New
6
Added
11
Reduced
24
Sold out
10
Shares held by filers
1,490,703

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Berger Financial Group, Inc130,942$3.23M0.22%-1,11513F-HRTimeline
HFG Wealth Management, LLC102,116$2.61M1.69%-15,22613F-HRTimeline
CORRADO ADVISORS, LLC87,680$2.16M1.41%-5,18813F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.85,177$2.1M0.1%+2,13413F-HRTimelineGroup
Onyx Bridge Wealth Group LLC82,856$2.04M0.29%+4913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC82,225$2.03M<0.01%-2,04313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.75,344$1.86M<0.01%-11,87013F-HR/ATimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC72,415$1.79M0.04%-10613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC70,153$1.73M0.01%-3,46213F-HRTimelineGroup
Diligent Investors, LLC53,824$1.33M0.3%-3613F-HRTimeline
Cypress Wealth Services, LLC49,367$1.22M0.24%-64513F-HRTimeline
CWM, LLCin group CWM, LLC47,222$1.17M<0.01%+2,38913F-HRTimelineGroup
Cetera Investment Advisers41,303$1.02M<0.01%-8,16413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,128$842K<0.01%+12,99713F-HRTimelineGroup
Global Strategic Investment Solutions, …30,994$764K0.09%-1913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC29,851$736K0.02%-14913F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.26,382$651K<0.01%+10013F-HRTimeline
IFP Advisors, Inc25,606$632K0.02%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC25,153$620K<0.01%13F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,713$610K<0.01%+3,08813F-HR/ATimeline
Jacobi Capital Management LLC24,007$592K0.04%013F-HRTimeline
Helium Advisors LLC22,685$560K0.44%13F-HRTimeline
Tradition Wealth Management, LLC19,579$483K0.04%013F-HRTimeline
Cape Investment Advisory, Inc.17,332$427K0.17%+3,84813F-HRTimeline
WPWealth LLP15,601$385K0.08%-15,63413F-HRTimeline
WorthPointe, LLC15,448$381K0.16%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,085$347K<0.01%-1,34513F-HRTimelineGroup
Prairie Wealth Advisors, Inc.13,949$344K0.17%013F-HRTimeline
Cambridge Investment Research Advisors,…11,809$291K<0.01%+2,99013F-HRTimeline
Trek Financial, LLC11,500$284K0.02%-23913F-HRTimeline
Ifrah Financial Services, Inc.11,305$279K0.08%-39113F-HRTimeline
Riggs Capital Management LLC10,884$268K0.26%13F-HRTimeline
OneDigital Investment Advisors LLC10,700$264K<0.01%+2,00013F-HRTimeline
Janney Montgomery Scott LLC10,679$263K<0.01%+50013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC10,546$260K0.01%013F-HRTimelineGroup
HighTower Advisors, LLC10,367$256K<0.01%-43013F-HRTimeline
WINNACLE WEALTH LLC10,009$246K0.24%13F-HRTimeline
NorthCrest Asset Manangement, LLC9,640$238K0.01%013F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC9,485$234K0.01%013F-HRTimeline
SageView Advisory Group, LLC9,387$232K0.01%-6,05713F-HRTimeline
LPL Financial LLC9,213$227K<0.01%-1,39313F-HRTimeline
Steward Partners Investment Advisory, L…7,522$186K<0.01%+3,22213F-HRTimeline
CoreCap Advisors, LLC6,928$171K0.01%-93013F-HRTimeline
Whipplewood Advisors, LLC3,484$85.9K0.05%13F-HRTimeline
Sunbelt Securities, Inc.2,895$71.6K0.01%-3,58613F-HRTimeline
Atlantic Private Wealth, LLC2,887$71.2K0.05%013F-HRTimeline
Capital Investment Advisory Services, L…1,858$45.8K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,756$43.3K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,665$41.1K0.02%-20013F-HRTimeline
Stonebridge Financial Group, LLC1,372$33.8K<0.01%13F-HRTimeline
Sugarloaf Wealth Management, LLC1,200$29.6K0.01%013F-HRTimeline
AE Wealth Management LLC1,085$26.8K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,011$24.9K<0.01%new13F-HRTimelineGroup
Financial Network Wealth Advisors LLC424$10.5K0.02%-1,62213F-HRTimeline
AdvisorNet Financial, Inc391$9.64K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA260$6K<0.01%new13F-HRTimelineGroup
Allworth Financial LP149$3.71K<0.01%-39,73813F-HRTimeline
FMR LLCin group FMR LLC66$1.63K<0.01%new13F-HRTimelineGroup
MAI Capital Management44$1.09K<0.01%new13F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC23$568<0.01%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…21$518<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1$36<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.