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Disclosery

PJAN INNOVATOR ETFS TRUST

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US EQTY PWR BUF (fund)

237 managers (238 13F filers) reported a position in PJAN shares at 2025-09-30, 19,452,092 shares in all. 18 filers opened a position and 22 filers sold out during the quarter.

Managers
237
13F filers
238
New
18
Added
34
Reduced
104
Sold out
22
Shares held by filers
19,452,092

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
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,505$252K<0.01%013F-HRTimelineGroup
Three Seasons Wealth, LLC5,398$247K0.02%013F-HRTimeline
Ausdal Financial Partners, Inc.5,339$244K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,111$234K0.01%-113F-HRTimelineGroup
INTEGRAL INVESTMENT ADVISORS, INC.5,080$233K0.06%013F-HRTimeline
Fragasso Financial Advisors Inc5,022$230K0.01%013F-HRTimeline
Garden State Investment Advisory Servic…4,886$224K0.06%013F-HRTimeline
Advyzon Investment Management, LLC4,872$223K0.04%new13F-HRTimeline
IHT Wealth Management, LLC4,756$218K0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,730$217K<0.01%013F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.4,619$212K0.01%-11,33313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC4,611$211K0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,589$210K0.01%013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.4,309$197K0.18%-1,21413F-HRTimeline
Financial Network Wealth Advisors LLC3,943$181K0.2%+91013F-HRTimeline
Silicon Valley Capital Partners3,810$174K0.02%new13F-HRTimeline
Global Wealth Strategies & Associates3,555$163K0.04%new13F-HRTimeline
Evergreen Private Wealth LLC3,547$162K0.07%013F-HRTimeline
LANARK FINANCIAL, INC.3,421$157K0.01%013F-HRTimeline
PFS Partners, LLC2,872$132K0.06%013F-HRTimeline
COMERICA BANK2,500$114K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,004$92K<0.01%new13F-HRTimelineGroup
Wagner Wealth Management, LLC2,000$91.6K0.02%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,932$88.5K<0.01%-9,16313F-HR/ATimelineGroup
Sunbelt Securities, Inc.1,640$75.1K0.01%-16,20513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,178$54K<0.01%013F-HRTimelineGroup
ORG Partners LLC1,000$45.8K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG941$43.1K<0.01%-9,52213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…593$27.2K<0.01%new13F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC454$20.8K<0.01%new13F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC445$20.4K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC326$14.9K<0.01%-70613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.319$14.6K<0.01%013F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…304$13.9K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…286$13.1K<0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC16$733<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3$137<0.01%013F-HRTimeline