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Disclosery

IJUL INNOVATOR ETFS TRUST

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INTRNL DEV JULY (fund)

110 managers (110 13F filers) reported a position in IJUL shares at 2025-12-31, 4,615,362 shares in all. 13 filers opened a position and 12 filers sold out during the quarter.

Managers
110
13F filers
110
New
13
Added
15
Reduced
34
Sold out
12
Shares held by filers
4,615,362

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Compass Advisory Group LLC431,197$14.4M3.9%+15,66013F-HRTimeline
BIP Wealth, LLC344,430$11.5M0.41%new13F-HRTimeline
BLAIR WILLIAM & CO/IL341,024$11.4M0.03%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.231,346$7.75M0.01%-22,22213F-HRTimelineGroup
Berger Financial Group, Inc209,736$7.03M0.41%-1,24913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…187,968$6.3M0.21%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC168,803$5.66M0.01%-5,07513F-HRTimeline
Global Strategic Investment Solutions, …150,012$5.03M0.49%-10,23413F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.139,830$4.69M1.71%-302,49513F-HRTimeline
Cetera Investment Advisers127,667$4.28M<0.01%-22,17313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC101,466$3.4M<0.01%-77,58813F-HRTimelineGroup
Americana Partners, LLC89,614$3M0.08%-8,34013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC88,737$2.97M<0.01%-4,60313F-HRTimelineGroup
Bedel Financial Consulting, Inc.82,306$2.76M0.3%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…81,597$2.73M<0.01%+7,26013F-HRTimelineGroup
HighTower Advisors, LLC70,815$2.37M<0.01%-1,20813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC68,668$2.3M0.05%013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.67,701$2.27M0.11%-22513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC58,237$1.95M<0.01%-72,71813F-HRTimeline
Long Island Wealth Management, Inc.58,113$1.95M0.92%+98613F-HRTimeline
Lantz Financial LLC57,087$1.91M0.4%-33113F-HRTimeline
CORRADO ADVISORS, LLC55,593$1.86M0.93%-22613F-HRTimeline
BCS Wealth Management51,434$1.72M0.17%+24,75913F-HRTimeline
SIGNATUREFD, LLC50,073$1.68M0.03%013F-HRTimeline
LPL Financial LLC49,828$1.67M<0.01%+10,73613F-HRTimeline
Cresset Asset Management, LLC48,499$1.63M0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC47,227$1.58M0.01%+15913F-HRTimelineGroup
Signal Advisors Wealth, LLC46,888$1.57M0.12%new13F-HRTimeline
Diligent Investors, LLC45,276$1.52M0.37%013F-HRTimeline
WorthPointe, LLC44,228$1.48M0.39%013F-HRTimeline
Triad Wealth Partners, LLC43,425$1.46M0.14%+5,80813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC41,150$1.38M0.02%-58613F-HRTimelineGroup
BFI Wealth Solutions, LLC40,403$1.35M1.29%13F-HRTimeline
OneDigital Investment Advisors LLC40,391$1.35M0.01%+45013F-HRTimeline
Rothschild Wealth LLC39,293$1.32M0.13%new13F-HR/ATimeline
Straight Path Wealth Management34,363$1.15M0.31%+37613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS34,080$1.14M<0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP31,616$1.06M<0.01%-17213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…30,653$1.04M<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…30,092$1.01M0.01%+113F-HRTimeline
World Investment Advisors26,887$901K0.01%new13F-HR/ATimeline
FOUNDERS FINANCIAL SECURITIES LLC25,135$842K0.05%+3,56313F-HRTimeline
Ifrah Financial Services, Inc.24,896$834K0.21%-78313F-HRTimeline
WEALTHGARDEN F.S. LLC22,340$766K0.51%-3513F-HRTimeline
Cambridge Investment Research Advisors,…21,846$732K<0.01%-65013F-HRTimeline
Clear Point Advisors Inc.21,182$710K0.55%-1,10113F-HRTimeline
DHJJ Financial Advisors, Ltd.20,480$686K0.23%013F-HRTimeline
Janney Montgomery Scott LLC19,265$646K<0.01%013F-HRTimeline
Opus Financial Solutions LLC19,271$646K0.61%13F-HRTimeline
CWM, LLCin group CWM, LLC19,201$643K<0.01%+3,20313F-HRTimelineGroup
IFP Advisors, Inc18,657$625K0.01%-98413F-HRTimeline
Jacobi Capital Management LLC16,561$555K0.03%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC15,988$536K<0.01%013F-HRTimelineGroup
Schneider Downs Wealth Management Advis…15,436$517K0.06%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV15,250$511K0.03%013F-HRTimeline
PFG Advisors13,326$447K0.02%-13813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC13,294$445K<0.01%new13F-HR/ATimelineGroup
NewCorp Financial Services, Inc.13,177$442K0.39%13F-HRTimeline
Composition Wealth, LLC13,114$439K0.01%013F-HRTimeline
Allworth Financial LP13,002$436K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC12,715$426K0.13%-4513F-HRTimeline
Liberty Atlantic Advisors LLC11,976$401K0.39%13F-HRTimeline
PFS Partners, LLC11,791$395K0.18%013F-HRTimeline
WealthPlan Investment Management, LLC11,538$387K0.02%new13F-HRTimeline
NorthCrest Asset Manangement, LLC10,807$366K0.01%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC10,107$339K0.01%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,697$325K0.02%-31413F-HRTimeline
Tradition Wealth Management, LLC9,681$324K0.02%013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC9,212$309K0.09%-2,07713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,075$304K<0.01%-21213F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth8,927$299K<0.01%new13F-HRTimelineGroup
GTS SECURITIES LLC8,666$290K0.01%-2,05713F-HRTimeline
Fragasso Financial Advisors Inc8,584$288K0.02%+78713F-HRTimeline
BAILARD, INC.8,525$286K0.01%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC8,520$285K0.04%013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …8,519$285K0.05%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,514$285K<0.01%+7,51413F-HRTimelineGroup
Summit Wealth Partners, LLC8,495$285K0.05%013F-HRTimeline
NewEdge Advisors, LLC7,715$259K<0.01%-58013F-HRTimeline
Cypress Wealth Services, LLC7,328$246K0.03%013F-HRTimeline
Weaver Consulting Group7,250$243K0.06%-1,25013F-HRTimeline
Chicago Partners Investment Group LLC6,980$239K0.01%-50313F-HRTimeline
Worth Financial Advisory Group, LLC6,987$234K0.11%-37013F-HRTimeline
Beacon Financial Advisory LLC6,885$231K0.05%013F-HRTimeline
Vantage Point Financial LLC6,793$228K0.08%new13F-HRTimeline
Merit Financial Group, LLC6,667$223K<0.01%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.6,618$222K0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,309$178K<0.01%013F-HR/ATimelineGroup
Annis Gardner Whiting Capital Advisors,…4,700$157K0.03%013F-HRTimeline
MAI Capital Management4,204$141K<0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC3,930$132K0.09%-60013F-HRTimeline
Atlantic Private Wealth, LLC3,394$114K0.07%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,080$103K0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\3,013$101K<0.01%-15,66413F-HRTimelineGroup
Capital Investment Advisory Services, L…3,000$101K0.01%013F-HRTimeline
CoreCap Advisors, LLC2,969$99.5K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.2,765$92.6K0.01%013F-HRTimeline
AE Wealth Management LLC2,487$83.3K<0.01%+1,30813F-HRTimeline
Parallel Advisors, LLC2,076$69.6K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC1,682$56.4K0.06%013F-HRTimeline
AdvisorNet Financial, Inc1,506$50.5K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,110$37.2K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV770$25.8K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.400$13.4K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.367$12.3K<0.01%-25,65713F-HRTimeline
TRUST CO OF VERMONT268$8.98K<0.01%013F-HRTimeline
Compass Financial Services Inc255$8.54K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC165$5.53K<0.01%013F-HRTimelineGroup
JDM Financial Group LLC157$5.26K<0.01%013F-HRTimeline
Archer Investment Corp9$302<0.01%013F-HRTimeline