Skip to content
Disclosery

IJUL INNOVATOR ETFS TRUST

Follow

INTRNL DEV JULY (fund)

92 managers (92 13F filers) reported a position in IJUL shares at 2025-03-31, 3,063,800 shares in all. 13 filers opened a position and 7 filers sold out during the quarter.

Managers
92
13F filers
92
New
13
Added
14
Reduced
37
Sold out
7
Shares held by filers
3,063,800

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, Inc216,588$6.31M0.44%-7,84113F-HRTimeline
HighTower Advisors, LLC212,151$6.18M0.01%-11,28013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.175,335$5.11M0.01%-54,36613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC172,477$5.02M0.01%-3,96913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC167,250$4.87M<0.01%+12,04413F-HRTimelineGroup
BLAIR WILLIAM & CO/IL163,355$4.76M0.01%-30,14213F-HRTimeline
Global Strategic Investment Solutions, …159,220$4.64M0.54%-9,62513F-HRTimeline
MML INVESTORS SERVICES, LLC138,229$4.03M0.01%+11,18713F-HRTimeline
Cetera Investment Advisers119,646$3.48M0.01%+42,65613F-HRTimeline
CORRADO ADVISORS, LLC114,280$3.33M2.22%-91413F-HRTimeline
Bedel Financial Consulting, Inc.81,834$2.49M0.36%013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.79,214$2.31M0.13%+28013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC66,543$1.94M0.07%-88513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC54,911$1.6M<0.01%+39713F-HRTimelineGroup
Lantz Financial LLC54,173$1.58M0.43%-229,63113F-HRTimeline
Americana Partners, LLC52,391$1.53M0.06%new13F-HRTimeline
Strategic Blueprint, LLC47,917$1.4M0.08%-15613F-HRTimeline
WorthPointe, LLC46,752$1.36M0.62%013F-HRTimeline
Cypress Wealth Services, LLC46,291$1.35M0.27%013F-HRTimeline
Diligent Investors, LLC42,220$1.23M0.3%-2,50513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC42,335$1.17M0.03%013F-HRTimelineGroup
Siligmueller & Norvid Wealth Advisors L…38,022$1.11M0.47%-57513F-HRTimeline
OLD MISSION CAPITAL LLC32,017$932K0.02%+22,32913F-HRTimeline
Long Island Wealth Management, Inc.30,992$902K0.55%+3213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…29,159$849K<0.01%-18013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.28,045$817K<0.01%-58513F-HRTimeline
Ifrah Financial Services, Inc.26,312$766K0.22%-54313F-HRTimeline
OneDigital Investment Advisors LLC24,950$727K0.01%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS24,580$716K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC24,135$703K<0.01%-5,85813F-HRTimelineGroup
WEALTHGARDEN F.S. LLC23,857$695K0.67%-1,82413F-HRTimeline
BCS Wealth Management23,741$691K0.18%-2,95813F-HRTimeline
Clear Point Advisors Inc.22,283$649K0.58%013F-HRTimeline
Cambridge Investment Research Advisors,…21,585$629K<0.01%+1,20713F-HRTimeline
M Holdings Securities, Inc.21,496$626K0.1%+3,76613F-HRTimeline
LPL Financial LLC20,890$608K<0.01%-62313F-HRTimeline
Janney Montgomery Scott LLC19,473$567K<0.01%-50013F-HRTimeline
IFP Advisors, Inc19,429$566K0.02%-38313F-HRTimeline
DHJJ Financial Advisors, Ltd.18,745$546K0.22%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC17,732$516K<0.01%013F-HRTimelineGroup
SageView Advisory Group, LLC17,711$516K0.02%-7,59113F-HRTimeline
Jacobi Capital Management LLC16,561$482K0.04%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV15,250$444K0.03%-17013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC13,296$398K0.03%new13F-HRTimeline
Triad Wealth Partners, LLC13,579$395K0.12%+3,09413F-HRTimeline
Composition Wealth, LLC13,114$382K0.01%-1,83913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC12,848$374K0.01%-12,08913F-HRTimeline
SIGNATUREFD, LLC12,533$365K0.01%013F-HRTimeline
Compass Advisory Group LLC12,329$359K0.12%-53013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC11,481$334K0.12%-69213F-HRTimeline
NorthCrest Asset Manangement, LLC10,807$315K0.01%-2,17713F-HRTimeline
Allworth Financial LP10,424$309K<0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,456$304K<0.01%new13F-HRTimelineGroup
Summit Wealth Partners, LLC9,663$281K0.06%-17413F-HRTimeline
HFG Wealth Management, LLC9,823$272K0.16%-76,22613F-HRTimeline
Tradition Wealth Management, LLC9,274$270K0.02%-12013F-HRTimeline
Steward Partners Investment Advisory, L…9,144$266K<0.01%013F-HRTimeline
BAILARD, INC.8,525$248K0.01%013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …8,382$244K0.06%-1413F-HRTimelineGroup
Kingsview Wealth Management, LLC8,336$243K<0.01%+74313F-HRTimeline
GILL CAPITAL PARTNERS, LLC8,205$239K0.08%013F-HRTimeline
HARBOUR INVESTMENTS, INC.7,834$228K0.01%013F-HRTimeline
Chicago Partners Investment Group LLC7,483$227K0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,783$227K<0.01%-26,74413F-HRTimelineGroup
NewEdge Advisors, LLC7,665$223K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC7,179$209K<0.01%+42213F-HRTimelineGroup
Atria Wealth Solutions, Inc.6,989$204K<0.01%new13F-HRTimeline
Fragasso Financial Advisors Inc6,882$200K0.01%new13F-HRTimeline
Atlantic Private Wealth, LLC6,469$188K0.14%013F-HRTimeline
UBS Group AGin group UBS Group AG5,681$165K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC4,525$132K<0.01%new13F-HRTimelineGroup
AlphaCore Capital LLC3,600$105K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc3,379$98.4K0.01%-37713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,080$89.7K0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.3,015$87.8K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…3,000$87.4K0.01%013F-HRTimeline
MAI Capital Management2,912$84.8K<0.01%-38413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,704$78.7K<0.01%+2,69713F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC2,068$60.2K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,474$42.9K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC1,328$38.7K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC1,140$33.2K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,110$32.3K<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC1,095$31.9K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,000$29K<0.01%+30013F-HR/ATimelineGroup
Financial Network Wealth Advisors LLC887$25.8K0.03%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV770$22.4K<0.01%013F-HRTimeline
Compass Financial Services Inc255$7.43K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC165$4.8K<0.01%-1413F-HRTimelineGroup
AE Wealth Management LLC23$670<0.01%013F-HRTimeline
Archer Investment Corp9$262<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-4,00013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.