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Disclosery

IJUL INNOVATOR ETFS TRUST

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INTRNL DEV JULY (fund)

105 managers (105 13F filers) reported a position in IJUL shares at 2025-09-30, 4,789,392 shares in all. 22 filers opened a position and 7 filers sold out during the quarter.

Managers
105
13F filers
105
New
22
Added
48
Reduced
12
Sold out
7
Shares held by filers
4,789,392

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
ACCESS FINANCIAL SERVICES, INC.442,325$14.5M5.24%new13F-HRTimeline
Compass Advisory Group LLC415,537$13.6M3.81%+403,20813F-HRTimeline
BLAIR WILLIAM & CO/IL341,024$11.1M0.03%+190,74913F-HRTimeline
Strategic Blueprint, LLC326,450$10.7M0.47%+283,44313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.253,568$8.25M0.01%+22,46813F-HRTimelineGroup
Berger Financial Group, Inc210,985$6.9M0.41%+12,19613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC179,054$5.85M<0.01%-8,16813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC173,878$5.68M0.01%+20,87713F-HRTimeline
Global Strategic Investment Solutions, …160,246$5.24M0.52%+6,00613F-HRTimeline
Cetera Investment Advisers149,840$4.9M0.01%+35,31713F-HRTimeline
MML INVESTORS SERVICES, LLC130,955$4.28M0.01%-16,03213F-HRTimeline
Americana Partners, LLC97,954$3.2M0.1%+12,62613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC93,340$3.05M<0.01%+42,62713F-HRTimelineGroup
Bedel Financial Consulting, Inc.82,306$2.69M0.34%+47213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…74,337$2.43M<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC72,023$2.35M<0.01%+15,64813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC68,668$2.24M0.05%+2,19413F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.67,926$2.22M0.11%-6,41913F-HRTimelineGroup
Lantz Financial LLC57,418$1.88M0.42%+3,20213F-HRTimeline
Long Island Wealth Management, Inc.57,127$1.87M0.91%+9,19113F-HRTimeline
CORRADO ADVISORS, LLC55,819$1.82M0.98%+48,50713F-HRTimeline
SIGNATUREFD, LLC50,073$1.64M0.03%+37,54013F-HRTimeline
Cresset Asset Management, LLC48,499$1.59M0.01%new13F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC47,068$1.54M0.01%+16,40913F-HRTimelineGroup
Diligent Investors, LLC45,276$1.48M0.37%+3,69413F-HRTimeline
SYON CAPITAL LLC44,427$1.45M0.08%new13F-HRTimeline
WorthPointe, LLC44,228$1.45M0.54%-1,16713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC41,736$1.36M0.02%-48513F-HRTimelineGroup
OneDigital Investment Advisors LLC39,941$1.31M0.01%+11,09113F-HRTimeline
LPL Financial LLC39,092$1.28M<0.01%+2,98013F-HRTimeline
Triad Wealth Partners, LLC37,617$1.23M0.16%+14,52113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS34,080$1.11M<0.01%+9,50013F-HRTimeline
Straight Path Wealth Management33,987$1.11M0.31%+74013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP31,788$1.04M<0.01%+21,04413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…30,653$1.01M<0.01%+1,42713F-HRTimeline
Steward Partners Investment Advisory, L…30,091$984K0.01%+21,24713F-HRTimeline
BCS Wealth Management26,675$872K0.2%+5,42413F-HRTimeline
HARBOUR INVESTMENTS, INC.26,024$851K0.02%+23,50113F-HRTimeline
Ifrah Financial Services, Inc.25,679$839K0.22%-30713F-HRTimeline
WEALTHGARDEN F.S. LLC22,375$738K0.53%-11913F-HRTimeline
Cambridge Investment Research Advisors,…22,496$735K<0.01%+1,38213F-HRTimeline
Clear Point Advisors Inc.22,283$728K0.57%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC21,572$705K0.05%+4,39113F-HRTimeline
Luminist Capital LLC21,364$698K0.6%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.20,480$669K0.23%+1,92813F-HRTimeline
PRIVATE CLIENT SERVICES, LLC19,879$650K0.22%new13F-HRTimeline
IFP Advisors, Inc19,641$642K0.02%+26213F-HR/ATimeline
Janney Montgomery Scott LLC19,265$630K<0.01%-20813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\18,677$610K<0.01%+18,66113F-HRTimelineGroup
Jacobi Capital Management LLC16,561$541K0.03%013F-HRTimeline
CWM, LLCin group CWM, LLC15,998$523K<0.01%+6,56113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC15,988$523K<0.01%013F-HRTimelineGroup
Schneider Downs Wealth Management Advis…15,436$505K0.06%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV15,250$498K0.03%013F-HRTimeline
PFG Advisors13,464$440K0.02%+6,94713F-HRTimeline
Composition Wealth, LLC13,114$429K0.01%013F-HRTimeline
Allworth Financial LP13,002$425K<0.01%+2,57813F-HRTimeline
GILL CAPITAL PARTNERS, LLC12,760$417K0.13%+4,55513F-HRTimeline
PFS Partners, LLC11,791$385K0.18%+10,06513F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC11,289$369K0.11%-3513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,064$362K<0.01%new13F-HRTimelineGroup
NorthCrest Asset Manangement, LLC10,807$355K0.01%013F-HRTimeline
GTS SECURITIES LLC10,723$350K0.01%new13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC10,107$330K0.01%-1,83813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED10,011$327K0.02%new13F-HRTimeline
Tradition Wealth Management, LLC9,681$316K0.02%+40713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,287$304K<0.01%+35313F-HRTimelineGroup
Kingsview Wealth Management, LLC9,205$301K<0.01%+7513F-HRTimeline
NorthCoast Asset Management LLC8,927$292K<0.01%new13F-HRTimeline
BAILARD, INC.8,525$279K0.01%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC8,520$278K0.04%new13F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …8,519$278K0.05%+2,00613F-HRTimelineGroup
Weaver Consulting Group8,500$278K0.07%new13F-HRTimeline
Summit Wealth Partners, LLC8,495$278K0.05%013F-HRTimeline
NewEdge Advisors, LLC8,295$271K<0.01%+63013F-HRTimeline
Fragasso Financial Advisors Inc7,797$257K0.02%+91513F-HRTimeline
Chicago Partners Investment Group LLC7,483$247K0.01%013F-HRTimeline
Arete Wealth Advisors, LLC7,437$243K0.02%new13F-HRTimeline
Worth Financial Advisory Group, LLC7,357$240K0.13%new13F-HRTimeline
Cypress Wealth Services, LLC7,328$240K0.04%-38,96313F-HRTimeline
Beacon Financial Advisory LLC6,885$225K0.05%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,264$205K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC5,309$174K0.01%+78413F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…4,700$154K0.03%new13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC4,530$148K0.1%013F-HRTimeline
MAI Capital Management4,204$137K<0.01%013F-HRTimeline
Advisory Services Network, LLC4,000$131K<0.01%new13F-HRTimeline
Atlantic Private Wealth, LLC3,394$111K0.07%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,080$101K0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…3,000$98.1K0.01%013F-HRTimeline
CoreCap Advisors, LLC2,969$97K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.2,765$90.4K0.01%-25013F-HRTimeline
Financial Network Wealth Advisors LLC1,682$55K0.06%+70013F-HRTimeline
AdvisorNet Financial, Inc1,506$49.2K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,474$48.2K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC1,179$38.5K<0.01%+1,15613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,110$36.3K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,000$33K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV770$25.2K<0.01%013F-HRTimeline
TRUST CO OF VERMONT268$8.76K<0.01%new13F-HRTimeline
Compass Financial Services Inc255$8.34K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…250$8.17K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC165$5.39K<0.01%013F-HRTimelineGroup
JDM Financial Group LLC157$5.13K<0.01%new13F-HRTimeline
Archer Investment Corp9$294<0.01%013F-HRTimeline