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Disclosery

IJUL INNOVATOR ETFS TRUST

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INTRNL DEV JULY (fund)

92 managers (92 13F filers) reported a position in IJUL shares at 2025-06-30, 2,923,584 shares in all. 9 filers opened a position and 10 filers sold out during the quarter.

Managers
92
13F filers
92
New
9
Added
20
Reduced
30
Sold out
10
Shares held by filers
2,923,584

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.231,100$7.38M0.01%+55,76513F-HR/ATimelineGroup
Berger Financial Group, Inc198,789$6.35M0.41%-17,79913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC187,222$5.98M<0.01%+19,97213F-HRTimelineGroup
Global Strategic Investment Solutions, …154,240$4.93M0.53%-4,98013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC153,001$4.89M0.01%-19,47613F-HRTimeline
BLAIR WILLIAM & CO/IL150,275$4.8M0.01%-13,08013F-HRTimeline
MML INVESTORS SERVICES, LLC146,987$4.7M0.01%+8,75813F-HRTimeline
Cetera Investment Advisers114,523$3.66M0.01%-5,12313F-HRTimeline
Americana Partners, LLC85,328$2.73M0.09%+32,93713F-HRTimeline
Bedel Financial Consulting, Inc.81,834$2.61M0.36%013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.74,345$2.37M0.13%-4,86913F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC66,474$2.12M0.06%-6913F-HRTimeline
HighTower Advisors, LLC56,375$1.8M<0.01%-155,77613F-HRTimeline
Lantz Financial LLC54,216$1.73M0.43%+4313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC50,713$1.62M<0.01%-4,19813F-HRTimelineGroup
Long Island Wealth Management, Inc.47,936$1.53M0.8%+16,94413F-HRTimeline
Cypress Wealth Services, LLC46,291$1.48M0.26%013F-HRTimeline
WorthPointe, LLC45,395$1.45M0.61%-1,35713F-HRTimeline
Strategic Blueprint, LLC43,007$1.37M0.07%-4,91013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC42,221$1.35M0.03%-11413F-HRTimelineGroup
Diligent Investors, LLC41,582$1.33M0.31%-63813F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…38,022$1.2M0.47%013F-HRTimeline
LPL Financial LLC36,112$1.15M<0.01%+15,22213F-HRTimeline
Straight Path Wealth Management33,247$1.06M0.36%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC30,659$979K<0.01%+6,52413F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.30,387$971K0.01%+2,34213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…29,226$930K<0.01%+6713F-HRTimeline
OneDigital Investment Advisors LLC28,850$921K0.01%+3,90013F-HRTimeline
Merit Financial Group, LLC28,486$910K0.01%new13F-HRTimeline
Ifrah Financial Services, Inc.25,986$830K0.23%-32613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS24,580$785K<0.01%013F-HRTimeline
M Holdings Securities, Inc.23,233$742K0.13%+1,73713F-HRTimeline
Triad Wealth Partners, LLC23,096$738K0.15%+9,51713F-HRTimeline
Clear Point Advisors Inc.22,283$712K0.6%013F-HRTimeline
WEALTHGARDEN F.S. LLC22,494$709K0.59%-1,36313F-HRTimeline
BCS Wealth Management21,251$679K0.15%-2,49013F-HRTimeline
Cambridge Investment Research Advisors,…21,114$674K<0.01%-47113F-HRTimeline
Janney Montgomery Scott LLC19,473$622K<0.01%013F-HRTimeline
IFP Advisors, Inc19,379$619K0.02%-5013F-HRTimeline
DHJJ Financial Advisors, Ltd.18,552$593K0.21%-19313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC17,181$549K0.04%+3,88513F-HRTimeline
Jacobi Capital Management LLC16,561$529K0.04%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO16,050$513K<0.01%+13,34613F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC15,988$511K<0.01%-1,74413F-HRTimelineGroup
Schneider Downs Wealth Management Advis…15,436$493K0.07%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV15,250$487K0.03%013F-HRTimeline
Composition Wealth, LLC13,114$419K0.01%013F-HRTimeline
SIGNATUREFD, LLC12,533$400K0.01%013F-HRTimeline
Compass Advisory Group LLC12,329$394K0.12%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC11,945$382K0.01%-90313F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC11,324$362K0.12%-15713F-HRTimeline
NorthCrest Asset Manangement, LLC10,807$344K0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,744$343K<0.01%new13F-HRTimelineGroup
Allworth Financial LP10,424$333K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC9,437$301K<0.01%+2,25813F-HRTimelineGroup
Tradition Wealth Management, LLC9,274$296K0.02%013F-HRTimeline
Kingsview Wealth Management, LLC9,130$292K<0.01%+79413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,934$285K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…8,844$282K<0.01%-30013F-HRTimeline
BAILARD, INC.8,525$272K0.01%013F-HRTimeline
Summit Wealth Partners, LLC8,495$271K0.05%-1,16813F-HRTimeline
GILL CAPITAL PARTNERS, LLC8,205$262K0.08%013F-HRTimeline
IHT Wealth Management, LLC7,924$253K0.01%new13F-HRTimeline
NewEdge Advisors, LLC7,665$245K<0.01%013F-HRTimeline
Chicago Partners Investment Group LLC7,483$241K0.01%013F-HRTimeline
CORRADO ADVISORS, LLC7,312$234K0.14%-106,96813F-HRTimeline
Fragasso Financial Advisors Inc6,882$220K0.01%013F-HRTimeline
PFG Advisors6,517$208K0.01%new13F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …6,513$208K0.04%-1,86913F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC4,525$145K<0.01%013F-HRTimelineGroup
CHAPMAN FINANCIAL GROUP, LLC4,530$145K0.12%13F-HRTimeline
MAI Capital Management4,204$134K<0.01%+1,29213F-HRTimeline
UBS Group AGin group UBS Group AG4,192$134K<0.01%-1,48913F-HRTimelineGroup
AlphaCore Capital LLC3,400$109K<0.01%-20013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,080$98.4K0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…3,000$95.8K0.01%013F-HRTimeline
CoreCap Advisors, LLC2,969$94.8K<0.01%+1,82913F-HRTimeline
Sunbelt Securities, Inc.3,015$83.5K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,523$80.6K<0.01%-5,31113F-HRTimeline
PFS Partners, LLC1,726$55.1K0.03%new13F-HRTimeline
AdvisorNet Financial, Inc1,506$48.1K<0.01%-1,87313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,474$47.1K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC1,110$35.5K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,000$32K<0.01%013F-HR/ATimelineGroup
Financial Network Wealth Advisors LLC982$31.4K0.04%+9513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV770$24.6K<0.01%013F-HRTimeline
Compass Financial Services Inc255$8.14K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC165$5.27K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC23$735<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\16$511<0.01%new13F-HRTimelineGroup
Archer Investment Corp9$287<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.