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Disclosery

KJUL INNOVATOR ETFS TRUST

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ETF (fund)

86 managers (86 13F filers) reported a position in KJUL shares at 2025-12-31, 3,166,059 shares in all. 6 filers opened a position and 10 filers sold out during the quarter.

Managers
86
13F filers
86
New
6
Added
15
Reduced
33
Sold out
10
Shares held by filers
3,166,059

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Compass Advisory Group LLC483,725$15.3M4.14%+15,19613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC263,533$8.35M0.01%-1,55613F-HRTimeline
HighTower Advisors, LLC215,496$6.83M0.01%-4,17713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.148,584$4.71M0.01%-11,63613F-HRTimelineGroup
XML Financial, LLC133,300$4.23M0.34%-16,82013F-HRTimeline
Cetera Investment Advisers108,640$3.44M<0.01%-19,94113F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…104,592$3.32M0.08%-50,63113F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC90,668$2.87M0.04%-85713F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC79,813$2.53M0.01%-80413F-HRTimelineGroup
RED CRANE WEALTH MANAGEMENT, LLC74,859$2.37M1.94%-80013F-HRTimeline
Berger Financial Group, Inc73,273$2.32M0.13%+30813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC72,946$2.31M<0.01%-10613F-HRTimelineGroup
BLAIR WILLIAM & CO/IL68,837$2.18M0.01%-2,34013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…57,514$1.85M<0.01%-34813F-HRTimeline
LPL Financial LLC58,118$1.84M<0.01%+11,02813F-HRTimeline
Diligent Investors, LLC57,159$1.81M0.45%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC46,053$1.46M0.03%-98113F-HRTimeline
Long Island Wealth Management, Inc.45,886$1.45M0.69%+1,10013F-HRTimeline
OLD MISSION CAPITAL LLC45,407$1.44M0.06%new13F-HRTimeline
BFI Wealth Solutions, LLC42,761$1.36M1.29%13F-HRTimeline
Fragasso Financial Advisors Inc40,980$1.3M0.08%-6113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth37,685$1.19M<0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…35,984$1.14M<0.01%+1,44013F-HRTimeline
ODonnell Financial Services, LLC35,832$1.14M0.39%-1,45013F-HRTimeline
Jacobi Capital Management LLC32,545$1.03M0.06%-2,88313F-HRTimeline
GILL CAPITAL PARTNERS, LLC32,416$1.03M0.31%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC29,644$940K0.06%+4,17213F-HRTimeline
BCS Wealth Management28,476$903K0.09%+14,23813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP27,640$876K<0.01%-74513F-HRTimelineGroup
IFP Advisors, Inc26,237$832K0.02%-3,20013F-HRTimeline
Wood Tarver Financial Group, LLC26,012$824K0.23%+35913F-HRTimeline
WorthPointe, LLC25,615$812K0.21%013F-HRTimeline
DHJJ Financial Advisors, Ltd.25,238$800K0.27%-59813F-HRTimeline
Todd Wealth Management, LLC23,898$758K0.69%13F-HRTimeline
Straight Path Wealth Management23,475$744K0.2%+11213F-HRTimeline
MML INVESTORS SERVICES, LLC22,268$706K<0.01%+3,69113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,883$694K<0.01%-10,92213F-HRTimelineGroup
CORRADO ADVISORS, LLC21,514$682K0.34%-23,97613F-HRTimeline
Global Strategic Investment Solutions, …21,241$673K0.07%-5913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC21,132$670K0.02%-6513F-HR/ATimelineGroup
Tradition Wealth Management, LLC18,322$581K0.04%013F-HRTimeline
Chicago Partners Investment Group LLC16,778$545K0.01%013F-HRTimeline
Global Trust Wealth Management LLC17,000$539K0.4%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC16,838$534K<0.01%-54813F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC16,494$523K0.08%013F-HRTimeline
WEALTH ALLIANCE, LLC16,246$515K0.05%013F-HRTimeline
Keating Financial Advisory Services, In…14,572$462K0.06%13F-HRTimeline
Outlook Wealth Advisors, LLC12,369$392K0.09%-34213F-HRTimeline
FSA Advisors, Inc.11,730$372K0.26%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC11,289$358K0.01%013F-HRTimeline
Miller Financial Services LLC10,961$347K0.41%013F-HRTimeline
NorthCrest Asset Manangement, LLC10,408$333K0.01%013F-HRTimeline
Sunbelt Securities, Inc.10,366$329K0.02%013F-HRTimeline
World Investment Advisors10,098$320K0.01%new13F-HR/ATimeline
Valtinson Bruner Financial Planning LLC10,057$319K0.09%013F-HRTimeline
Steward Partners Investment Advisory, L…9,523$302K<0.01%+6413F-HRTimeline
PFS Partners, LLC9,147$290K0.13%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC8,911$282K0.01%-1,39913F-HRTimeline
Crown Wealth Group, LLC7,946$252K0.07%+32213F-HRTimeline
BCGM Wealth Management, LLC7,610$241K0.06%013F-HRTimeline
GTS SECURITIES LLC7,415$235K0.01%+52113F-HRTimeline
WINNACLE WEALTH LLC7,321$234K0.17%-1,04113F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.7,315$231K<0.01%013F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC7,290$231K0.03%013F-HRTimeline
Allworth Financial LP7,164$227K<0.01%+62913F-HRTimeline
Sigma Planning Corp6,999$222K0.01%-2,51413F-HRTimeline
Keystone Wealth Services, LLC5,165$214K0.05%new13F-HRTimeline
Seros Financial, LLC6,698$212K0.12%013F-HRTimeline
TWO SIGMA SECURITIES, LLC6,670$211K0.03%new13F-HRTimeline
Collaborative Wealth Managment Inc.6,458$205K0.07%-3813F-HRTimeline
AE Wealth Management LLC5,655$179K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…5,135$163K0.03%013F-HRTimeline
Capital Investment Advisory Services, L…2,167$68.7K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,411$44.7K<0.01%-8,12013F-HRTimeline
CoreCap Advisors, LLC1,405$44.5K<0.01%-19813F-HRTimeline
Compass Financial Services Inc1,174$37.2K0.02%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.878$27.8K0.02%-2313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY680$21.6K<0.01%013F-HR/ATimelineGroup
Whipplewood Advisors, LLC393$12.5K0.01%013F-HRTimeline
Noble Wealth Management PBC290$9.19K<0.01%-3313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management208$6.61K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.200$6.34K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG144$4.57K<0.01%+6413F-HRTimelineGroup
Financial Network Wealth Advisors LLC103$3.27K<0.01%013F-HRTimeline
Motiv8 Investments LLC108$3K<0.01%new13F-HRTimeline
JDM Financial Group LLC69$2.19K<0.01%013F-HRTimeline