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Disclosery

KJUL INNOVATOR ETFS TRUST

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ETF (fund)

81 managers (81 13F filers) reported a position in KJUL shares at 2025-06-30, 2,942,885 shares in all. 9 filers opened a position and 15 filers sold out during the quarter.

Managers
81
13F filers
81
New
9
Added
22
Reduced
28
Sold out
15
Shares held by filers
2,942,885

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
COMMONWEALTH EQUITY SERVICES, LLC346,488$10.1M0.01%+78,82713F-HRTimeline
HighTower Advisors, LLC216,716$6.33M0.01%-236,15213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…154,931$4.52M0.13%new13F-HRTimelineGroup
XML Financial, LLC151,735$4.43M0.38%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.141,131$4.12M0.01%+27,28013F-HR/ATimelineGroup
Trek Financial, LLC107,774$3.15M0.21%new13F-HRTimeline
Cetera Investment Advisers94,739$2.77M<0.01%-7,60413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC88,728$2.59M0.01%+13,96213F-HRTimelineGroup
Berger Financial Group, Inc72,831$2.13M0.14%+67013F-HRTimeline
BLAIR WILLIAM & CO/IL71,177$2.08M0.01%-71013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC69,298$2.02M0.04%-81013F-HRTimelineGroup
RED CRANE WEALTH MANAGEMENT, LLC67,607$1.97M1.8%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…59,807$1.77M<0.01%+26,01813F-HRTimeline
Crown Wealth Group, LLC57,344$1.67M0.63%+45,02913F-HRTimeline
Diligent Investors, LLC55,299$1.61M0.38%-61313F-HRTimeline
Cypress Wealth Services, LLC50,154$1.46M0.26%-61513F-HRTimeline
ODonnell Financial Services, LLC49,186$1.44M0.55%-2,65213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC48,870$1.43M<0.01%-8,82613F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC48,116$1.4M0.04%+2,67713F-HRTimeline
Fragasso Financial Advisors Inc47,030$1.37M0.09%-4,20013F-HRTimeline
Compass Advisory Group LLC46,084$1.35M0.43%013F-HRTimeline
CORRADO ADVISORS, LLC43,324$1.26M0.77%-48713F-HRTimeline
Long Island Wealth Management, Inc.42,256$1.23M0.64%+9,50913F-HRTimeline
LPL Financial LLC41,891$1.22M<0.01%+11,65413F-HRTimeline
Capital Investment Advisory Services, L…39,289$1.15M0.09%013F-HRTimeline
M Holdings Securities, Inc.39,127$1.14M0.2%+3,15413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth37,685$1.1M<0.01%+8,55513F-HRTimelineGroup
Jacobi Capital Management LLC35,428$1.03M0.07%+1,15513F-HRTimeline
Cambridge Investment Research Advisors,…34,487$1.01M<0.01%-15,05513F-HRTimeline
GILL CAPITAL PARTNERS, LLC32,416$946K0.3%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.28,602$835K<0.01%-3,99413F-HRTimeline
IFP Advisors, Inc27,069$790K0.02%+5,76013F-HRTimeline
WorthPointe, LLC25,869$755K0.32%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP24,954$729K<0.01%-12213F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.24,889$727K0.26%+85713F-HRTimeline
Wood Tarver Financial Group, LLC24,179$705K0.21%-7,60613F-HRTimeline
Straight Path Wealth Management22,951$670K0.23%new13F-HRTimeline
Global Strategic Investment Solutions, …22,369$653K0.07%-3,06113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC21,584$630K0.02%-58413F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC20,198$590K0.04%+4,95513F-HRTimeline
Tradition Wealth Management, LLC18,333$535K0.04%-50513F-HRTimeline
Chicago Partners Investment Group LLC16,778$501K0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC17,021$497K0.08%-37413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC15,891$464K0.01%-1,29113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC15,455$451K<0.01%-1,26813F-HRTimelineGroup
WEALTH ALLIANCE, LLC15,047$439K0.05%013F-HRTimeline
MML INVESTORS SERVICES, LLC14,384$420K<0.01%-16313F-HRTimeline
UBS Group AGin group UBS Group AG12,841$375K<0.01%+5,28713F-HRTimelineGroup
Outlook Wealth Advisors, LLC12,711$371K0.1%013F-HRTimeline
FSA Advisors, Inc.11,895$347K0.28%-31813F-HRTimeline
LEIGH BALDWIN & CO., LLC11,200$327K0.22%+1,50013F-HRTimeline
Miller Financial Services LLC10,961$320K0.41%-6313F-HRTimeline
Sunbelt Securities, Inc.10,822$319K0.03%+20013F-HRTimeline
WEALTHGARDEN F.S. LLC10,677$314K0.26%-78613F-HRTimeline
NorthCrest Asset Manangement, LLC10,408$308K0.01%013F-HRTimeline
Kingsview Wealth Management, LLC10,358$302K0.01%-60713F-HRTimeline
Valtinson Bruner Financial Planning LLC10,057$294K0.09%-1,28413F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,142$267K0.01%-39213F-HRTimeline
Atria Wealth Solutions, Inc.7,749$228K0.01%013F-HRTimeline
BCGM Wealth Management, LLC7,610$222K0.06%013F-HRTimeline
Janney Montgomery Scott LLC7,540$220K<0.01%013F-HRTimeline
BCS Wealth Management7,440$217K0.05%+7513F-HRTimeline
ACAS, LLC7,134$216K0.14%new13F-HRTimeline
Sigma Planning Corp7,023$205K0.01%new13F-HRTimeline
Allworth Financial LP6,535$191K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.6,200$181K<0.01%013F-HRTimeline
PFS Partners, LLC5,912$173K0.09%+4,60513F-HRTimeline
Steward Partners Investment Advisory, L…2,698$78.8K<0.01%+37713F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV1,896$55.4K0.05%013F-HRTimeline
CoreCap Advisors, LLC1,603$46.8K<0.01%+1,17713F-HRTimeline
Compass Financial Services Inc1,174$34.3K0.02%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,000$29.2K<0.01%new13F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.901$26.3K0.03%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN793$23.2K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY680$19.9K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC500$14.6K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC393$11.5K0.01%-1,67113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management208$6.09K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.200$5.84K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC103$3.01K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.