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Disclosery

IJUL INNOVATOR ETFS TRUST

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INTRNL DEV JULY (fund)

108 managers (108 13F filers) reported a position in IJUL shares at 2026-03-31, 3,806,809 shares in all. 9 filers opened a position and 14 filers sold out during the quarter.

Managers
108
13F filers
108
New
9
Added
15
Reduced
45
Sold out
14
Shares held by filers
3,806,809

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
BLAIR WILLIAM & CO/IL341,024$11.5M0.03%013F-HRTimeline
Berger Financial Group, Inc204,253$6.89M0.39%-5,48313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.194,229$6.56M0.01%-37,11713F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…187,442$6.33M0.21%-52613F-HRTimelineGroup
GTS FINANCIAL, LLC185,528$5.4M4.28%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC159,878$5.4M0.01%-8,92513F-HRTimeline
Cetera Investment Advisers122,165$4.12M<0.01%-5,50213F-HRTimeline
BIP Wealth, LLC97,426$3.29M0.13%-247,00413F-HRTimeline
Global Strategic Investment Solutions, …89,715$3.03M0.3%-60,29713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC87,079$2.94M<0.01%-1,65813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC87,070$2.94M<0.01%-14,39613F-HRTimelineGroup
Bedel Financial Consulting, Inc.81,624$2.75M0.32%-68213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC70,238$2.37M0.01%+23,01113F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC68,668$2.32M0.05%013F-HR/ATimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.67,701$2.28M0.14%013F-HRTimelineGroup
HighTower Advisors, LLC65,715$2.22M<0.01%-5,10013F-HRTimeline
Long Island Wealth Management, Inc.58,113$1.96M0.91%013F-HRTimeline
Signal Advisors Wealth, LLC56,153$1.9M0.13%+9,26513F-HRTimeline
Talon Private Wealth, LLC56,123$1.89M0.25%13F-HRTimeline
BFI Wealth Solutions, LLC55,178$1.88M1.8%+14,77513F-HRTimeline
Americana Partners, LLC55,516$1.87M0.05%-34,09813F-HRTimeline
CORRADO ADVISORS, LLC54,450$1.84M0.96%-1,14313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…51,798$1.75M<0.01%-29,79913F-HRTimelineGroup
Triad Wealth Partners, LLC51,743$1.75M0.14%+8,31813F-HRTimeline
SIGNATUREFD, LLC50,073$1.69M0.03%013F-HRTimeline
LPL Financial LLC48,949$1.65M<0.01%-87913F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.47,405$1.6M0.57%-92,42513F-HRTimeline
Cresset Asset Management, LLC47,332$1.6M0.01%-1,16713F-HRTimeline
Diligent Investors, LLC45,256$1.53M0.38%-2013F-HRTimeline
OneDigital Investment Advisors LLC44,941$1.52M0.01%+4,55013F-HRTimeline
WorthPointe, LLC43,593$1.47M0.4%-63513F-HRTimeline
MML INVESTORS SERVICES, LLC42,708$1.44M<0.01%-15,52913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC41,042$1.39M0.02%-10813F-HRTimelineGroup
Rothschild Wealth LLC38,922$1.31M0.12%-37113F-HRTimeline
OLD MISSION CAPITAL LLC37,330$1.26M0.03%new13F-HRTimeline
Straight Path Wealth Management34,655$1.17M0.31%+29213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS34,080$1.15M<0.01%013F-HRTimeline
Cornerstone Wealth, LLC/TN33,209$1.15M0.65%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP31,023$1.05M<0.01%-59313F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC29,746$1.03M0.06%+4,61113F-HR/ATimeline
CWM, LLCin group CWM, LLC27,564$930K<0.01%+8,36313F-HRTimelineGroup
World Investment Advisors27,160$917K0.01%+27313F-HRTimeline
BCS Wealth Management25,067$846K0.17%-26,36713F-HRTimeline
Ifrah Financial Services, Inc.24,119$814K0.22%-77713F-HRTimeline
Cambridge Investment Research Advisors,…23,869$806K<0.01%+2,02313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…30,161$747K<0.01%-49213F-HRTimeline
Compass Advisory Group LLC20,355$687K0.18%-410,84213F-HRTimeline
DHJJ Financial Advisors, Ltd.20,132$679K0.23%-34813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO19,882$658K<0.01%new13F-HR/ATimelineGroup
IFP Advisors, Inc18,903$638K0.01%+24613F-HRTimeline
Opus Financial Solutions LLC17,682$597K0.56%-1,58913F-HRTimeline
Jacobi Capital Management LLC16,561$559K0.03%013F-HRTimeline
Schneider Downs Wealth Management Advis…15,436$521K0.06%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV15,250$515K0.03%013F-HRTimeline
PFG Advisors13,202$446K0.02%-12413F-HRTimeline
Allworth Financial LP13,002$439K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC12,715$429K0.12%013F-HRTimeline
Composition Wealth, LLC12,454$420K0.01%-66013F-HRTimeline
Liberty Atlantic Advisors LLC11,870$401K0.34%-10613F-HRTimeline
PFS Partners, LLC11,617$392K0.18%-17413F-HRTimeline
WealthPlan Investment Management, LLC11,409$385K0.02%-12913F-HRTimeline
Vantage Point Financial LLC9,638$325K0.11%+2,84513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,252$312K0.02%-44513F-HRTimeline
Tradition Wealth Management, LLC9,006$304K0.02%-67513F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC8,971$303K0.08%-24113F-HRTimeline
Fragasso Financial Advisors Inc8,605$293K0.02%+2113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,514$288K<0.01%013F-HRTimelineGroup
BAILARD, INC.8,525$288K0.01%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC8,520$288K0.04%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,502$287K<0.01%-57313F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …8,493$287K0.05%-2613F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC8,222$277K0.01%-1,88513F-HRTimeline
NorthCrest Asset Manangement, LLC8,133$276K0.01%-2,67413F-HRTimeline
Summit Wealth Partners, LLC8,112$274K0.04%-38313F-HRTimeline
NewEdge Advisors, LLC7,715$260K<0.01%013F-HR/ATimeline
Advisor OS, LLCin group Advisor OS, LLC7,437$251K0.02%new13F-HRTimelineGroup
Cypress Wealth Services, LLC7,328$247K0.03%013F-HRTimeline
Weaver Consulting Group7,250$245K0.06%013F-HRTimeline
Merit Financial Group, LLC6,989$236K<0.01%+32213F-HRTimeline
Beacon Financial Advisory LLC6,885$232K0.05%013F-HRTimeline
Chicago Partners Investment Group LLC5,937$206K<0.01%-1,04313F-HRTimeline
HRT FINANCIAL LP5,939$200K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,309$179K<0.01%013F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…4,700$159K0.03%013F-HRTimeline
Advisory Services Network, LLC4,000$135K<0.01%new13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC3,930$133K0.09%013F-HRTimeline
Atlantic Private Wealth, LLC3,394$115K0.07%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,080$104K0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\3,013$102K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…3,000$101K0.01%013F-HRTimeline
CoreCap Advisors, LLC2,969$100K<0.01%013F-HRTimeline
AE Wealth Management LLC2,813$94.9K<0.01%+32613F-HRTimeline
Sunbelt Securities, Inc.2,765$93.3K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…2,064$69.7K<0.01%-28,02813F-HRTimeline
Financial Network Wealth Advisors LLC1,682$56.8K0.06%013F-HRTimeline
AdvisorNet Financial, Inc1,506$50.8K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG1,158$39.1K<0.01%new13F-HRTimelineGroup
PlanVest Financial, Inc1,133$38.2K0.03%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,110$37.5K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC976$32.9K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV770$26K<0.01%013F-HRTimeline
MAI Capital Management552$18.6K<0.01%-3,65213F-HRTimeline
IFG Advisory, LLC500$16.9K0.05%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.367$12.4K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC211$7.12K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC165$5.57K<0.01%013F-HRTimelineGroup
JDM Financial Group LLC157$5.3K<0.01%013F-HRTimeline
Archer Investment Corp9$304<0.01%013F-HRTimeline