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Disclosery

KJUL INNOVATOR ETFS TRUST

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ETF (fund)

82 managers (82 13F filers) reported a position in KJUL shares at 2026-03-31, 3,271,923 shares in all. 4 filers opened a position and 9 filers sold out during the quarter.

Managers
82
13F filers
82
New
4
Added
11
Reduced
41
Sold out
9
Shares held by filers
3,271,923

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Allworth Financial LP950,770$30.5M0.12%+943,60613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC258,334$8.27M0.01%-5,19913F-HRTimeline
XML Financial, LLC128,193$4.11M0.33%-5,10713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.110,755$3.55M0.01%-37,82913F-HRTimelineGroup
Cetera Investment Advisers104,716$3.35M<0.01%-3,92413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC95,946$3.07M0.01%+16,13313F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC90,433$2.9M0.04%-23513F-HRTimelineGroup
RED CRANE WEALTH MANAGEMENT, LLC80,443$2.58M2.12%+5,58413F-HRTimeline
Berger Financial Group, Inc72,250$2.31M0.13%-1,02313F-HRTimeline
BLAIR WILLIAM & CO/IL68,387$2.19M0.01%-45013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC66,444$2.13M<0.01%-6,50213F-HRTimelineGroup
BFI Wealth Solutions, LLC62,665$2.02M1.94%+19,90413F-HRTimeline
LPL Financial LLC59,876$1.92M<0.01%+1,75813F-HRTimeline
Diligent Investors, LLC57,159$1.83M0.45%013F-HRTimeline
Compass Advisory Group LLC54,117$1.73M0.46%-429,60813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC46,053$1.48M0.03%013F-HR/ATimeline
Long Island Wealth Management, Inc.44,514$1.43M0.66%-1,37213F-HRTimeline
Fragasso Financial Advisors Inc40,637$1.31M0.08%-34313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…48,326$1.31M<0.01%-9,18813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth37,435$1.2M<0.01%-25013F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC35,131$1.15M0.07%+5,48713F-HR/ATimeline
Cornerstone Wealth, LLC/TN34,276$1.14M0.64%13F-HRTimeline
ODonnell Financial Services, LLC35,065$1.12M0.39%-76713F-HRTimeline
Cambridge Investment Research Advisors,…34,313$1.1M<0.01%-1,67113F-HRTimeline
Jacobi Capital Management LLC32,545$1.04M0.06%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC32,416$1.04M0.3%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP27,635$885K<0.01%-513F-HRTimelineGroup
IFP Advisors, Inc27,339$876K0.02%+1,10213F-HRTimeline
Wood Tarver Financial Group, LLC26,012$833K0.23%013F-HRTimeline
WorthPointe, LLC25,159$806K0.22%-45613F-HRTimeline
DHJJ Financial Advisors, Ltd.24,613$788K0.26%-62513F-HRTimeline
Todd Wealth Management, LLC23,898$765K0.7%013F-HRTimeline
Straight Path Wealth Management23,562$755K0.2%+8713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC21,132$677K0.02%013F-HRTimelineGroup
OLD MISSION CAPITAL LLC20,886$669K0.02%-24,52113F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…20,619$660K0.02%-83,97313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC19,262$617K<0.01%-3,00613F-HRTimeline
Tradition Wealth Management, LLC18,322$587K0.04%013F-HRTimeline
HighTower Advisors, LLC18,065$579K<0.01%-197,43113F-HRTimeline
Global Trust Wealth Management LLC17,000$545K0.41%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC16,494$528K0.08%013F-HRTimeline
WEALTH ALLIANCE, LLC16,074$515K0.05%-17213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC15,152$485K<0.01%-1,68613F-HRTimelineGroup
Chicago Partners Investment Group LLC14,557$484K0.01%-2,22113F-HRTimeline
BCS Wealth Management14,127$452K0.09%-14,34913F-HRTimeline
Keating Financial Advisory Services, In…13,451$431K0.07%-1,12113F-HRTimeline
FSA Advisors, Inc.11,730$376K0.25%013F-HRTimeline
Global Strategic Investment Solutions, …11,392$365K0.04%-9,84913F-HRTimeline
Miller Financial Services LLC10,711$343K0.38%-25013F-HRTimeline
Sunbelt Securities, Inc.10,312$330K0.02%-5413F-HRTimeline
Valtinson Bruner Financial Planning LLC10,057$322K0.09%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC10,043$322K0.01%-1,24613F-HRTimeline
World Investment Advisors9,990$320K0.01%-10813F-HRTimeline
Outlook Wealth Advisors, LLC9,248$296K0.07%-3,12113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC9,226$296K0.02%new13F-HRTimelineGroup
PFS Partners, LLC9,147$293K0.13%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC8,481$272K0.01%-43013F-HRTimeline
Crown Wealth Group, LLC7,946$255K0.07%013F-HRTimeline
NorthCrest Asset Manangement, LLC7,842$253K0.01%-2,56613F-HRTimeline
BCGM Wealth Management, LLC7,610$244K0.06%013F-HRTimeline
Sigma Planning Corp6,977$223K0.01%-2213F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.6,915$221K<0.01%-40013F-HRTimelineGroup
Seros Financial, LLC6,698$215K0.14%013F-HRTimeline
WINNACLE WEALTH LLC6,442$206K0.16%-87913F-HRTimeline
AE Wealth Management LLC5,373$172K<0.01%-28213F-HRTimeline
Annis Gardner Whiting Capital Advisors,…5,135$164K0.03%013F-HRTimeline
Advisory Services Network, LLC3,747$120K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…2,167$69.4K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,837$58.8K<0.01%+42613F-HRTimeline
CoreCap Advisors, LLC1,783$57.1K<0.01%+37813F-HRTimeline
PlanVest Financial, Inc1,465$46.9K0.04%13F-HRTimeline
Steward Partners Investment Advisory, L…1,282$41.1K<0.01%-8,24113F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.878$28.1K0.02%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY680$21.8K<0.01%013F-HRTimelineGroup
TopTier Wealth Management, LLC537$17.2K0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG501$16K<0.01%+35713F-HRTimelineGroup
Whipplewood Advisors, LLC393$12.6K0.01%013F-HRTimeline
Noble Wealth Management PBC240$7.69K<0.01%-5013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management208$6.68K<0.01%013F-HRTimelineGroup
IFG Advisory, LLC200$6.41K0.02%new13F-HRTimeline
Financial Network Wealth Advisors LLC103$3.3K<0.01%013F-HRTimeline
JDM Financial Group LLC69$2.21K<0.01%013F-HRTimeline