Skip to content
Disclosery

KJUL INNOVATOR ETFS TRUST

Follow

ETF (fund)

86 managers (86 13F filers) reported a position in KJUL shares at 2025-09-30, 3,192,535 shares in all. 13 filers opened a position and 6 filers sold out during the quarter.

Managers
86
13F filers
86
New
13
Added
30
Reduced
21
Sold out
6
Shares held by filers
3,192,535

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Compass Advisory Group LLC468,529$14.5M4.07%+422,44513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC265,089$8.21M0.01%-81,39913F-HRTimeline
HighTower Advisors, LLC219,673$6.8M0.01%+2,95713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.160,220$4.93M0.01%+19,08913F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…155,223$4.81M0.12%+29213F-HRTimelineGroup
XML Financial, LLC150,120$4.65M0.38%-1,61513F-HRTimeline
Cetera Investment Advisers128,581$3.98M<0.01%+33,84213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC91,525$2.83M0.05%+22,22713F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC80,617$2.5M0.01%-8,11113F-HRTimelineGroup
RED CRANE WEALTH MANAGEMENT, LLC75,659$2.34M1.98%+8,05213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC73,052$2.26M<0.01%+24,18213F-HRTimelineGroup
Berger Financial Group, Inc72,965$2.26M0.14%+13413F-HRTimeline
BLAIR WILLIAM & CO/IL71,177$2.2M0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…57,862$1.8M<0.01%-1,94513F-HRTimeline
Diligent Investors, LLC57,159$1.77M0.45%+1,86013F-HRTimeline
LPL Financial LLC47,090$1.46M<0.01%+5,19913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC47,034$1.46M0.03%-1,08213F-HRTimeline
CORRADO ADVISORS, LLC45,490$1.41M0.76%+2,16613F-HRTimeline
Long Island Wealth Management, Inc.44,786$1.39M0.68%+2,53013F-HRTimeline
Fragasso Financial Advisors Inc41,041$1.28M0.08%-5,98913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth37,685$1.17M<0.01%013F-HRTimelineGroup
ODonnell Financial Services, LLC37,282$1.15M0.41%-11,90413F-HRTimeline
Jacobi Capital Management LLC35,428$1.1M0.07%013F-HRTimeline
Cambridge Investment Research Advisors,…34,544$1.07M<0.01%+5713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,805$1.02M<0.01%new13F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC32,416$1M0.31%013F-HRTimeline
IFP Advisors, Inc29,437$911K0.02%+2,36813F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP28,385$879K<0.01%+3,43113F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.25,836$800K0.27%+94713F-HRTimeline
Wood Tarver Financial Group, LLC25,653$794K0.23%+1,47413F-HRTimeline
WorthPointe, LLC25,615$793K0.3%-25413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC25,472$789K0.05%+5,27413F-HRTimeline
Straight Path Wealth Management23,363$723K0.2%+41213F-HRTimeline
Global Strategic Investment Solutions, …21,300$659K0.07%-1,06913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC21,197$656K0.02%-38713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC18,577$575K<0.01%+4,19313F-HRTimeline
Tradition Wealth Management, LLC18,322$567K0.04%-1113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC17,386$538K<0.01%+1,93113F-HRTimelineGroup
Chicago Partners Investment Group LLC16,778$525K0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC16,494$511K0.08%-52713F-HRTimeline
WEALTH ALLIANCE, LLC16,246$503K0.05%+1,19913F-HRTimeline
BCS Wealth Management14,238$441K0.1%+6,79813F-HRTimeline
Luminist Capital LLC13,502$418K0.36%new13F-HRTimeline
Outlook Wealth Advisors, LLC12,711$394K0.1%013F-HRTimeline
FSA Advisors, Inc.11,730$363K0.29%-16513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC11,289$350K0.01%-4,60213F-HRTimeline
LEIGH BALDWIN & CO., LLC11,200$347K0.2%013F-HR/ATimeline
Miller Financial Services LLC10,961$339K0.39%013F-HRTimeline
WEALTHGARDEN F.S. LLC10,621$332K0.24%-5613F-HRTimeline
NorthCrest Asset Manangement, LLC10,408$323K0.01%013F-HRTimeline
Sunbelt Securities, Inc.10,366$321K0.02%-45613F-HRTimeline
U.S. Capital Wealth Advisors, LLC10,310$319K0.01%+1,16813F-HRTimeline
Valtinson Bruner Financial Planning LLC10,057$311K0.09%013F-HRTimeline
Kingsview Wealth Management, LLC9,831$304K<0.01%-52713F-HRTimeline
HARBOUR INVESTMENTS, INC.9,531$295K0.01%+3,33113F-HRTimeline
Sigma Planning Corp9,513$295K0.01%+2,49013F-HRTimeline
Steward Partners Investment Advisory, L…9,459$293K<0.01%+6,76113F-HRTimeline
Arete Wealth Advisors, LLC9,226$286K0.02%new13F-HRTimeline
PFS Partners, LLC9,147$283K0.13%+3,23513F-HRTimeline
WINNACLE WEALTH LLC8,362$259K0.2%new13F-HRTimeline
Mutual Advisors, LLC7,571$236K0.01%new13F-HRTimeline
Crown Wealth Group, LLC7,624$236K0.07%-49,72013F-HRTimeline
BCGM Wealth Management, LLC7,610$236K0.06%013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.7,315$226K<0.01%new13F-HR/ATimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC7,290$226K0.04%new13F-HRTimeline
Janney Montgomery Scott LLC7,040$218K<0.01%-50013F-HRTimeline
GTS SECURITIES LLC6,894$213K0.01%new13F-HRTimeline
Seros Financial, LLC6,698$207K0.13%new13F-HR/ATimeline
Allworth Financial LP6,535$202K<0.01%013F-HRTimeline
Collaborative Wealth Managment Inc.6,496$201K0.08%new13F-HRTimeline
AE Wealth Management LLC5,655$175K<0.01%+5,15513F-HRTimeline
Annis Gardner Whiting Capital Advisors,…5,135$159K0.03%new13F-HRTimeline
Advisory Services Network, LLC3,747$116K<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …2,856$88.4K0.02%13F-HRTimelineGroup
Capital Investment Advisory Services, L…2,167$67.1K0.01%-37,12213F-HRTimeline
CoreCap Advisors, LLC1,603$49.6K<0.01%013F-HRTimeline
Compass Financial Services Inc1,174$36.3K0.02%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.901$27.9K0.03%013F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN793$24.6K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY680$21.1K<0.01%013F-HR/ATimelineGroup
Whipplewood Advisors, LLC393$12.2K0.01%013F-HRTimeline
Noble Wealth Management PBC323$10K0.01%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management208$6.45K<0.01%013F-HRTimelineGroup
Financial Network Wealth Advisors LLC103$3.19K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG80$2.48K<0.01%-12,76113F-HRTimelineGroup
JDM Financial Group LLC69$2.14K<0.01%new13F-HRTimeline