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Disclosery

IJUL INNOVATOR ETFS TRUST

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INTRNL DEV JULY (fund)

87 managers (87 13F filers) reported a position in IJUL shares at 2024-12-31, 3,370,091 shares in all. 8 filers opened a position and 10 filers sold out during the quarter.

Managers
87
13F filers
87
New
8
Added
14
Reduced
37
Sold out
10
Shares held by filers
3,370,091

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
Lantz Financial LLC283,804$7.86M2.09%-1,77413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.229,701$6.36M0.01%-49,34913F-HR/ATimelineGroup
Berger Financial Group, Inc224,429$6.22M0.43%-8,80113F-HRTimeline
HighTower Advisors, LLC223,431$6.19M0.01%-47,61713F-HRTimeline
BLAIR WILLIAM & CO/IL193,497$5.36M0.02%-13,47813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC176,446$4.89M0.01%-6,14413F-HRTimeline
Global Strategic Investment Solutions, …168,845$4.68M0.55%-5,22113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC155,206$4.3M<0.01%+53,56713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC127,042$3.52M0.01%+57,75113F-HRTimeline
CORRADO ADVISORS, LLC115,194$3.19M2.08%-5,21213F-HRTimeline
HFG Wealth Management, LLC86,049$2.53M1.64%-27,06613F-HRTimeline
Bedel Financial Consulting, Inc.81,834$2.34M0.33%-1,43913F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.78,934$2.19M0.1%+1,88213F-HRTimelineGroup
Cetera Investment Advisers76,990$2.13M<0.01%+68913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC67,428$1.87M0.06%-12,39413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC54,514$1.51M<0.01%13F-HR/ATimelineGroup
Strategic Blueprint, LLC48,073$1.33M0.08%-25213F-HRTimeline
WorthPointe, LLC46,752$1.29M0.54%013F-HRTimeline
Cypress Wealth Services, LLC46,291$1.28M0.26%-10,96213F-HRTimeline
Diligent Investors, LLC44,725$1.24M0.28%-5513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC42,335$1.17M0.03%-17613F-HRTimelineGroup
Siligmueller & Norvid Wealth Advisors L…38,597$1.07M0.46%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,527$956K<0.01%+23,09113F-HRTimelineGroup
Long Island Wealth Management, Inc.30,960$857K0.54%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC29,993$831K<0.01%+1,52613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…29,339$813K<0.01%-5,17613F-HR/ATimeline
AVANTAX ADVISORY SERVICES, INC.28,630$793K<0.01%013F-HRTimeline
Ifrah Financial Services, Inc.26,855$744K0.21%+63613F-HRTimeline
BCS Wealth Management26,699$739K0.18%-88913F-HRTimeline
WEALTHGARDEN F.S. LLC25,681$711K0.66%-10,34913F-HRTimeline
SageView Advisory Group, LLC25,302$701K0.03%-15,67313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC24,937$691K0.02%-16,79313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS24,580$681K<0.01%-7,00013F-HRTimeline
Clear Point Advisors Inc.22,283$617K0.53%-1,08513F-HRTimeline
LPL Financial LLC21,513$596K<0.01%-2,78813F-HRTimeline
Cambridge Investment Research Advisors,…20,378$564K<0.01%-1,77913F-HRTimeline
Janney Montgomery Scott LLC19,973$553K<0.01%-58013F-HRTimeline
IFP Advisors, Inc19,812$549K0.02%+65713F-HRTimeline
DHJJ Financial Advisors, Ltd.18,745$519K0.2%+16313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC17,732$491K<0.01%013F-HRTimelineGroup
M Holdings Securities, Inc.17,730$491K0.08%-2,93313F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,542$486K<0.01%new13F-HRTimelineGroup
Jacobi Capital Management LLC16,561$459K0.03%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV15,420$427K0.03%013F-HRTimeline
Composition Wealth, LLC14,953$414K0.01%+2,93513F-HRTimeline
NorthCrest Asset Manangement, LLC12,984$360K0.01%013F-HR/ATimeline
Compass Advisory Group LLC12,859$356K0.13%013F-HRTimeline
SIGNATUREFD, LLC12,533$347K0.01%013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC12,173$337K0.12%-3,02413F-HRTimeline
Helium Advisors LLC11,414$316K0.25%13F-HRTimeline
Allworth Financial LP10,424$294K<0.01%-2,42513F-HRTimeline
Triad Wealth Partners, LLC10,485$290K0.1%new13F-HRTimeline
Summit Wealth Partners, LLC9,837$272K0.06%-2,76213F-HRTimeline
OLD MISSION CAPITAL LLC9,688$268K0.01%+8113F-HRTimeline
Tradition Wealth Management, LLC9,394$260K0.02%-2,00013F-HRTimeline
Steward Partners Investment Advisory, L…9,144$253K<0.01%+5,90913F-HRTimeline
BAILARD, INC.8,525$236K0.01%013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …8,396$233K0.05%-10913F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC8,205$227K0.08%-2,53013F-HRTimeline
HARBOUR INVESTMENTS, INC.7,834$217K0.01%+87713F-HRTimeline
NewEdge Advisors, LLC7,665$212K<0.01%013F-HRTimeline
Kingsview Wealth Management, LLC7,593$210K<0.01%-2,55113F-HRTimeline
Chicago Partners Investment Group LLC7,483$208K0.01%-89613F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,397$205K0.01%-1,49113F-HRTimeline
CWM, LLCin group CWM, LLC6,757$187K<0.01%+1,79013F-HRTimelineGroup
Atlantic Private Wealth, LLC6,469$179K0.13%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…4,000$113K0.01%013F-HRTimeline
AdvisorNet Financial, Inc3,756$104K0.01%013F-HRTimeline
Global Trust Asset Management, LLC3,700$102K0.04%013F-HRTimeline
MAI Capital Management3,296$91.3K<0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,080$85.3K0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.3,015$83.6K0.01%-613F-HRTimeline
Capital Investment Advisory Services, L…3,000$83.1K0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC1,680$46.5K0.04%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,474$40.8K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC1,140$31.6K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,110$30.7K<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC1,095$30.3K<0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV770$21.3K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA700$19K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\310$8.59K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC179$4.96K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.120$3.34K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC106$2.94K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC23$637<0.01%new13F-HRTimeline
Archer Investment Corp9$249<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7$208<0.01%-2,64713F-HRTimelineGroup