Skip to content
Disclosery

KJUL INNOVATOR ETFS TRUST

Follow

ETF (fund)

88 managers (88 13F filers) reported a position in KJUL shares at 2025-03-31, 3,657,093 shares in all. 8 filers opened a position and 12 filers sold out during the quarter.

Managers
88
13F filers
88
New
8
Added
15
Reduced
47
Sold out
12
Shares held by filers
3,657,093

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
HighTower Advisors, LLC452,868$12.7M0.02%-150,64113F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC368,120$10.3M0.21%+11,69913F-HRTimelineGroup
ALTFEST L J & CO INC364,596$10.2M1.28%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC267,661$7.49M0.01%-17,31713F-HRTimeline
Maltin Wealth Management, Inc.189,823$5.31M2.49%-6,01213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.113,851$3.18M0.01%-8,02013F-HRTimelineGroup
Cetera Investment Advisers102,343$2.86M0.01%+8,56413F-HRTimeline
Onyx Bridge Wealth Group LLC98,915$2.77M0.4%+1,53313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC74,766$2.09M0.01%-18,10113F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC70,108$2.06M0.05%013F-HRTimelineGroup
Berger Financial Group, Inc72,161$2.02M0.14%-2,75113F-HRTimeline
BLAIR WILLIAM & CO/IL71,887$2.01M0.01%-1,59513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC57,696$1.61M<0.01%-1,91513F-HRTimelineGroup
Diligent Investors, LLC55,912$1.56M0.38%-11,57613F-HRTimeline
ODonnell Financial Services, LLC51,838$1.45M0.6%-594,55413F-HRTimeline
Fragasso Financial Advisors Inc51,230$1.43M0.11%-1,18013F-HRTimeline
Cypress Wealth Services, LLC50,769$1.42M0.29%-46513F-HRTimeline
Cambridge Investment Research Advisors,…49,542$1.39M<0.01%-4,86813F-HRTimeline
Compass Advisory Group LLC46,084$1.29M0.45%-77513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC45,439$1.27M0.04%-33713F-HRTimeline
CORRADO ADVISORS, LLC43,811$1.23M0.82%-31213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management42,800$1.2M0.02%-44613F-HRTimelineGroup
Chris Bulman Inc41,134$1.15M0.73%-1,26513F-HRTimeline
Capital Investment Advisory Services, L…39,289$1.1M0.1%+37,12213F-HRTimeline
M Holdings Securities, Inc.35,973$1.01M0.17%+6,25413F-HRTimeline
Jacobi Capital Management LLC34,273$958K0.07%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…33,789$945K<0.01%-22,50313F-HRTimeline
Long Island Wealth Management, Inc.32,747$916K0.56%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.32,596$912K0.01%-1,03413F-HRTimeline
GILL CAPITAL PARTNERS, LLC32,416$907K0.31%-3,00013F-HRTimeline
Wood Tarver Financial Group, LLC31,785$889K0.29%-50,35313F-HRTimeline
LPL Financial LLC30,237$846K<0.01%-1,01413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth29,130$815K<0.01%-45013F-HR/ATimelineGroup
Marcum Wealth, LLC26,393$738K0.06%013F-HRTimeline
WorthPointe, LLC25,869$723K0.33%013F-HRTimeline
Global Strategic Investment Solutions, …25,430$711K0.08%+31613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP25,076$701K<0.01%-42913F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.24,032$672K0.27%-1,10513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC22,168$620K0.02%+7,03813F-HRTimelineGroup
IFP Advisors, Inc21,309$596K0.02%+1,00013F-HRTimeline
Tradition Wealth Management, LLC18,838$527K0.05%-52913F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC17,395$486K0.09%-7813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC17,182$481K0.01%-10,03713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC16,723$468K<0.01%+50413F-HRTimelineGroup
Chicago Partners Investment Group LLC16,778$465K0.02%-95013F-HRTimeline
WEALTH ALLIANCE, LLC15,047$421K0.05%-2,15013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC15,243$421K0.04%new13F-HRTimeline
MML INVESTORS SERVICES, LLC14,547$407K<0.01%+79313F-HRTimeline
OLD MISSION CAPITAL LLC13,210$369K0.01%-10,98913F-HRTimeline
Atlantic Private Wealth, LLC12,965$363K0.27%+7,44813F-HRTimeline
Outlook Wealth Advisors, LLC12,711$355K0.1%013F-HRTimeline
Crown Wealth Group, LLC12,315$344K0.18%-8,88513F-HRTimeline
FSA Advisors, Inc.12,213$342K0.27%-19613F-HRTimeline
WEALTHGARDEN F.S. LLC11,463$321K0.31%013F-HRTimeline
Valtinson Bruner Financial Planning LLC11,341$317K0.11%-413F-HRTimeline
Miller Financial Services LLC11,024$308K0.44%013F-HRTimeline
Kingsview Wealth Management, LLC10,965$307K0.01%+1,49613F-HRTimeline
Sunbelt Securities, Inc.10,622$297K0.03%-20013F-HRTimeline
NorthCrest Asset Manangement, LLC10,408$291K0.01%-2,11613F-HRTimeline
SageView Advisory Group, LLC10,012$280K0.01%-4,59013F-HRTimeline
LEIGH BALDWIN & CO., LLC9,700$271K0.22%-90013F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,534$267K0.01%-60913F-HRTimeline
WINNACLE WEALTH LLC8,517$238K0.22%-48613F-HRTimeline
Atria Wealth Solutions, Inc.7,749$217K<0.01%-2,24313F-HRTimeline
BCGM Wealth Management, LLC7,610$213K0.07%013F-HRTimeline
UBS Group AGin group UBS Group AG7,554$211K<0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC7,540$211K<0.01%+50013F-HRTimeline
BCS Wealth Management7,365$206K0.05%-1,51113F-HRTimeline
Allworth Financial LP6,535$180K<0.01%-486,15013F-HRTimeline
HARBOUR INVESTMENTS, INC.6,200$173K<0.01%-8513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,367$122K<0.01%new13F-HRTimeline
Mattson Financial Services, LLC3,674$103K0.03%new13F-HRTimeline
Steward Partners Investment Advisory, L…2,321$64.9K<0.01%-84313F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV1,896$53K0.05%013F-HRTimeline
PFS Partners, LLC1,307$36.6K0.02%+12513F-HRTimeline
Compass Financial Services Inc1,174$32.8K0.02%new13F-HRTimeline
Stonebridge Financial Group, LLC1,088$30.4K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC800$22.4K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN793$22.2K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY680$19K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC500$14K<0.01%-20013F-HRTimeline
CoreCap Advisors, LLC426$11.9K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC2,064$11K0.01%+1,67113F-HRTimeline
Noble Wealth Management PBC323$9.03K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management208$5.83K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.200$5.59K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV100$2.8K<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.