Skip to content
Disclosery

EJUL INNOVATOR ETFS TRUST

Follow

EMRGNG MKT JULY (fund)

65 managers (65 13F filers) reported a position in EJUL shares at 2025-03-31, 1,396,129 shares in all. 8 filers opened a position and 4 filers sold out during the quarter.

Managers
65
13F filers
65
New
8
Added
9
Reduced
26
Sold out
4
Shares held by filers
1,396,129

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 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
Berger Financial Group, Inc132,977$3.36M0.23%+2,03513F-HRTimeline
HFG Wealth Management, LLC101,907$2.51M1.52%-20913F-HRTimeline
CORRADO ADVISORS, LLC87,137$2.2M1.47%-54313F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.85,871$2.17M0.12%+69413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC73,996$1.87M<0.01%-8,22913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC72,415$1.79M0.04%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.66,879$1.69M<0.01%-8,46513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC54,752$1.38M0.01%-15,40113F-HRTimelineGroup
Cypress Wealth Services, LLC49,367$1.25M0.25%013F-HRTimeline
Diligent Investors, LLC46,738$1.18M0.29%-7,08613F-HRTimeline
CWM, LLCin group CWM, LLC44,441$1.12M<0.01%-2,78113F-HRTimelineGroup
Cetera Investment Advisers44,006$1.11M<0.01%+2,70313F-HRTimeline
Global Strategic Investment Solutions, …29,444$744K0.09%-1,55013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.25,860$653K<0.01%-52213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,713$624K<0.01%013F-HRTimeline
Jacobi Capital Management LLC24,007$607K0.04%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC22,000$556K0.01%-7,85113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC21,595$546K<0.01%-3,55813F-HRTimelineGroup
Ifrah Financial Services, Inc.21,317$539K0.15%+10,01213F-HRTimeline
IFP Advisors, Inc20,194$510K0.02%-5,41213F-HRTimeline
Helium Advisors LLC20,143$509K0.37%-2,54213F-HRTimeline
Tradition Wealth Management, LLC19,579$495K0.04%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC17,963$454K0.02%+7,41713F-HRTimelineGroup
Cape Investment Advisory, Inc.17,232$435K0.17%-10013F-HRTimeline
WPWealth LLP15,601$394K0.08%013F-HRTimeline
WorthPointe, LLC15,448$390K0.18%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,990$379K<0.01%+90513F-HRTimelineGroup
Prairie Wealth Advisors, Inc.13,949$352K0.17%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,943$327K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,133$307K<0.01%-21,99513F-HRTimelineGroup
OLD MISSION CAPITAL LLC12,089$305K0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…12,027$304K<0.01%+21813F-HRTimeline
Trek Financial, LLC10,809$273K0.02%-69113F-HRTimeline
Janney Montgomery Scott LLC10,679$270K<0.01%013F-HRTimeline
LPL Financial LLC10,149$256K<0.01%+93613F-HRTimeline
WINNACLE WEALTH LLC9,621$243K0.22%-38813F-HRTimeline
HighTower Advisors, LLC9,497$240K<0.01%-87013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,392$237K<0.01%new13F-HR/ATimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC9,045$229K0.01%-44013F-HRTimeline
Triad Wealth Partners, LLC8,949$226K0.07%new13F-HRTimeline
Onyx Bridge Wealth Group LLC8,601$217K0.03%-74,25513F-HRTimeline
Atria Wealth Solutions, Inc.8,018$203K<0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC8,000$202K<0.01%-2,70013F-HRTimeline
Steward Partners Investment Advisory, L…7,522$190K<0.01%013F-HRTimeline
CoreCap Advisors, LLC6,905$174K0.01%-2313F-HRTimeline
Whipplewood Advisors, LLC26,983$88K0.06%+23,49913F-HRTimeline
Atlantic Private Wealth, LLC2,887$72.9K0.05%013F-HRTimeline
Sunbelt Securities, Inc.2,846$71.9K0.01%-4913F-HRTimeline
Farther Finance Advisors, LLC1,979$50.1K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,731$43.7K<0.01%-2513F-HRTimeline
DHJJ Financial Advisors, Ltd.1,665$42.1K0.02%013F-HRTimeline
Stonebridge Financial Group, LLC1,372$34.7K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…1,098$27.7K<0.01%-76013F-HRTimeline
AE Wealth Management LLC1,085$27.4K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,011$25.5K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG776$19.6K<0.01%new13F-HRTimelineGroup
Compass Financial Services Inc744$18.8K0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC424$10.7K0.01%013F-HRTimeline
AdvisorNet Financial, Inc391$9.88K<0.01%013F-HRTimeline
Allworth Financial LP149$3.76K<0.01%013F-HRTimeline
MAI Capital Management44$1.11K<0.01%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC23$582<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…21$531<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO0$12<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.