Skip to content
Disclosery

PJAN INNOVATOR ETFS TRUST

Follow

US EQTY PWR BUF (fund)

255 managers (255 13F filers) reported a position in PJAN shares at 2025-12-31, 21,782,384 shares in all. 26 filers opened a position and 26 filers sold out during the quarter.

Managers
255
13F filers
255
New
26
Added
63
Reduced
93
Sold out
26
Shares held by filers
21,782,384

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
Maia Wealth LLC5,936$279K0.05%-1,32113F-HRTimeline
Compass Ion Advisors, LLC5,931$279K0.03%013F-HRTimeline
Collaborative Wealth Managment Inc.5,772$271K0.1%013F-HRTimeline
Madison Wealth Partners, Inc5,715$269K0.05%013F-HRTimeline
Sequent Planning LLC5,715$269K0.07%-1,05913F-HRTimeline
Sovereign Financial Group, Inc.5,700$268K0.05%013F-HRTimeline
BAILARD, INC.5,650$266K0.01%013F-HRTimeline
Sonoma Allocations LLC5,583$265K0.09%-4,62513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC5,582$262K<0.01%013F-HR/ATimeline
DRIVE WEALTH MANAGEMENT, LLC5,516$259K0.05%-45713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,505$259K<0.01%013F-HRTimelineGroup
Three Seasons Wealth, LLC5,398$254K0.02%013F-HRTimeline
MMA ASSET MANAGEMENT LLC5,393$254K0.09%-5,39313F-HRTimeline
Advyzon Investment Management, LLC5,079$239K0.03%+20713F-HRTimeline
Fragasso Financial Advisors Inc5,022$236K0.01%013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.4,905$231K0.06%-17513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP4,900$230K0.01%-82413F-HRTimeline
Stirlingshire Investments, Inc.4,798$226K0.2%13F-HRTimeline
Strategic Blueprint, LLC4,767$224K0.01%-3,00913F-HRTimeline
IHT Wealth Management, LLC4,761$224K0.01%+513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC4,607$217K0.01%-413F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,589$216K0.01%013F-HRTimelineGroup
Private Advisor Group, LLC4,451$209K<0.01%new13F-HRTimeline
Goldstein Advisors, LLC4,364$205K0.02%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.4,309$203K0.18%013F-HRTimeline
Waterloo Capital, L.P.4,304$202K0.01%new13F-HRTimeline
CALTON & ASSOCIATES, INC.4,265$201K0.03%new13F-HRTimeline
Financial Network Wealth Advisors LLC4,196$197K0.21%+25313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,893$183K<0.01%+3,30013F-HR/ATimelineGroup
Evergreen Private Wealth LLC3,547$167K0.07%013F-HRTimeline
LANARK FINANCIAL, INC.3,421$161K0.01%013F-HRTimeline
PFS Partners, LLC2,872$135K0.06%013F-HRTimeline
COMERICA BANK2,500$118K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates2,390$112K0.03%-1,16513F-HRTimeline
RED REEF ADVISORS LLC2,366$111K0.11%13F-HRTimeline
OPTIMA CAPITAL LLC2,351$111K0.05%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,160$102K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC2,128$100K<0.01%new13F-HRTimeline
Wagner Wealth Management, LLC2,000$94K0.02%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,932$90.8K<0.01%013F-HR/ATimelineGroup
Parallel Advisors, LLC1,389$65.3K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC860$40.4K<0.01%+41513F-HRTimelineGroup
Capital Investment Advisory Services, L…565$26.6K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC403$19K<0.01%-77513F-HR/ATimelineGroup
Sunbelt Securities, Inc.390$18.3K<0.01%-1,25013F-HRTimeline
SageView Advisory Group, LLC385$18.1K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC326$15.3K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.319$15K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.319$15K0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…304$14.3K<0.01%013F-HRTimelineGroup
CHAPMAN FINANCIAL GROUP, LLC300$14.1K0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA252$12K<0.01%-1,75213F-HRTimelineGroup
Elevated Capital Advisors, LLC160$7.52K<0.01%new13F-HRTimeline
Garton & Associates Financial Advisors …120$5.64K<0.01%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3$141<0.01%013F-HRTimeline