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Disclosery

KJUL INNOVATOR ETFS TRUST

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ETF (fund)

93 managers (93 13F filers) reported a position in KJUL shares at 2024-12-31, 4,784,224 shares in all. 10 filers opened a position and 6 filers sold out during the quarter.

Managers
93
13F filers
93
New
10
Added
13
Reduced
37
Sold out
6
Shares held by filers
4,784,224

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
ODonnell Financial Services, LLC646,392$22.6M9.46%+589,86513F-HRTimeline
HighTower Advisors, LLC603,509$17.8M0.02%+2,80413F-HRTimeline
Allworth Financial LP492,685$14.8M0.08%+300,64413F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC356,421$10.5M0.21%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC284,978$8.39M0.01%-12,34013F-HRTimeline
Maltin Wealth Management, Inc.195,835$5.76M2.83%+5,69113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.121,871$3.59M0.01%-2,48713F-HR/ATimelineGroup
Onyx Bridge Wealth Group LLC97,382$2.87M0.41%-98813F-HRTimeline
Cetera Investment Advisers93,779$2.76M0.01%-1,29313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC92,867$2.73M0.01%+11,94413F-HRTimelineGroup
Wood Tarver Financial Group, LLC82,138$2.42M0.81%13F-HRTimeline
RFG Advisory, LLC76,166$2.24M0.06%-3,04413F-HRTimeline
Berger Financial Group, Inc74,912$2.21M0.15%-9,68213F-HRTimeline
BLAIR WILLIAM & CO/IL73,482$2.16M0.01%-1,67913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC70,108$2.06M0.05%-77613F-HRTimelineGroup
Diligent Investors, LLC67,488$1.99M0.46%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC59,611$1.75M<0.01%13F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…56,292$1.66M<0.01%+1,72313F-HR/ATimeline
Cambridge Investment Research Advisors,…54,410$1.6M0.01%-7,22213F-HRTimeline
Fragasso Financial Advisors Inc52,410$1.54M0.12%-11,25013F-HRTimeline
Cypress Wealth Services, LLC51,234$1.51M0.3%013F-HRTimeline
Compass Advisory Group LLC46,859$1.38M0.49%+84013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC45,776$1.35M0.04%-10,25013F-HRTimeline
CORRADO ADVISORS, LLC44,123$1.3M0.85%-3,23613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management43,246$1.27M0.02%+18,47113F-HRTimelineGroup
Chris Bulman Inc42,399$1.25M0.8%-96213F-HRTimeline
GILL CAPITAL PARTNERS, LLC35,416$1.04M0.37%013F-HRTimeline
Jacobi Capital Management LLC34,273$1.01M0.08%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.33,630$990K0.01%-2,00013F-HRTimeline
Long Island Wealth Management, Inc.32,747$964K0.6%-2,72013F-HRTimeline
LPL Financial LLC31,251$920K<0.01%-1,33513F-HRTimeline
M Holdings Securities, Inc.29,719$875K0.14%013F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth29,580$871K<0.01%-26013F-HR/ATimelineGroup
Forvis Mazars Wealth Advisors, LLC27,219$801K0.02%-8,39113F-HRTimeline
Marcum Wealth, LLC26,393$777K0.07%013F-HRTimeline
WorthPointe, LLC25,869$761K0.32%-3413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP25,505$751K<0.01%-29813F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.25,137$740K0.29%013F-HRTimeline
Global Strategic Investment Solutions, …25,114$739K0.09%013F-HRTimeline
OLD MISSION CAPITAL LLC24,199$712K0.02%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,619$695K<0.01%+10,51313F-HRTimelineGroup
Crown Wealth Group, LLC21,200$624K0.25%013F-HRTimeline
IFP Advisors, Inc20,309$598K0.02%-1,10013F-HRTimeline
Tradition Wealth Management, LLC19,367$570K0.05%-45113F-HRTimeline
Sugarloaf Wealth Management, LLC18,462$543K0.1%013F-HRTimeline
Chicago Partners Investment Group LLC17,728$523K0.02%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC17,473$514K0.1%-2,30313F-HRTimeline
WEALTH ALLIANCE, LLC17,197$506K0.06%013F-HRTimeline
Global Trust Asset Management, LLC16,500$486K0.18%-1,00013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC16,219$477K<0.01%+1,22913F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC15,130$445K0.02%013F-HRTimelineGroup
SageView Advisory Group, LLC14,602$430K0.02%-10,20313F-HRTimeline
MML INVESTORS SERVICES, LLC13,754$405K<0.01%+5,38313F-HRTimeline
Outlook Wealth Advisors, LLC12,711$374K0.11%013F-HRTimeline
NorthCrest Asset Manangement, LLC12,524$369K0.01%013F-HR/ATimeline
FSA Advisors, Inc.12,409$361K0.44%013F-HRTimeline
WEALTHGARDEN F.S. LLC11,463$337K0.32%-1,65913F-HRTimeline
Valtinson Bruner Financial Planning LLC11,345$334K0.12%-313F-HRTimeline
Miller Financial Services LLC11,024$324K0.27%13F-HRTimeline
Sunbelt Securities, Inc.10,822$318K0.03%-54813F-HRTimeline
LEIGH BALDWIN & CO., LLC10,600$312K0.26%13F-HR/ATimeline
U.S. Capital Wealth Advisors, LLC10,143$299K0.01%-1,25013F-HRTimeline
Atria Wealth Solutions, Inc.9,992$294K<0.01%-30013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,770$288K<0.01%new13F-HRTimelineGroup
Kingsview Wealth Management, LLC9,469$279K0.01%-23013F-HRTimeline
Sigma Planning Corp9,081$267K0.01%-4,28513F-HRTimeline
WINNACLE WEALTH LLC9,003$264K0.26%13F-HRTimeline
BCS Wealth Management8,876$261K0.06%-66713F-HRTimeline
BCGM Wealth Management, LLC7,610$224K0.07%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,271$214K<0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC7,040$207K<0.01%-8,20013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,805$200K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.6,285$185K0.01%-6813F-HRTimeline
Atlantic Private Wealth, LLC5,517$162K0.12%013F-HRTimeline
Sugar Maple Asset Management, LLC4,599$135K0.1%new13F-HRTimeline
Steward Partners Investment Advisory, L…3,164$93.1K<0.01%+1,36713F-HRTimeline
Capital Investment Advisory Services, L…2,167$63.8K0.01%013F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV1,896$55.8K0.05%13F-HRTimeline
PFS Partners, LLC1,182$34.8K0.02%-10013F-HRTimeline
Stonebridge Financial Group, LLC1,088$32K<0.01%13F-HRTimeline
CWM, LLCin group CWM, LLC1,014$30K<0.01%+63413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO854$25.1K<0.01%-2,84913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC800$23.5K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN793$23.3K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC700$20.6K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\674$19.8K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC426$12.5K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC393$11.6K0.01%13F-HRTimeline
Noble Wealth Management PBC323$9.51K0.01%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management208$6.14K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV100$2.94K<0.01%013F-HRTimeline
Luminist Capital LLC98$2.88K0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.