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Disclosery

PJAN INNOVATOR ETFS TRUST

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US EQTY PWR BUF (fund)

223 managers (224 13F filers) reported a position in PJAN shares at 2024-12-31, 17,243,148 shares in all. 14 filers opened a position and 20 filers sold out during the quarter.

Managers
223
13F filers
224
New
14
Added
49
Reduced
92
Sold out
20
Shares held by filers
17,243,148

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
ALLIANCEBERNSTEIN L.P.3,860,443$163M0.06%+265,12913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,142,289$48.3M0.11%-49,29313F-HR/ATimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…1,116,205$47.2M0.86%+155,51213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC811,587$34.3M0.05%-171,34413F-HRTimeline
MML INVESTORS SERVICES, LLC647,360$27.4M0.09%+27,37713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC531,107$22.4M0.01%13F-HR/ATimelineGroup
Range Financial Group LLC461,278$19.5M8.99%-11,97613F-HRTimeline
Cetera Investment Advisers451,323$19.1M0.04%+13,43713F-HRTimeline
Southland Equity Partners LLC434,655$18.4M4.27%-19,35213F-HRTimeline
NorthCoast Asset Management LLC371,922$15.7M0.08%+71,42013F-HR/ATimeline
Bellwether Advisors, LLC276,293$11.7M2.09%+1,44613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC265,410$11.2M<0.01%+1,82413F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC247,548$10.5M0.24%-23,17513F-HRTimeline
AA Financial Advisors, LLC191,209$8.08M2.15%+15,03413F-HRTimeline
Janney Montgomery Scott LLC189,185$7.99M0.02%+12,20413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding176,081$7.44M-140,558Timeline
Motiv8 Investments LLC170,199$7.19M5.05%-60,25713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC154,395$6.52M0.09%+25,31613F-HRTimelineGroup
LPL Financial LLC142,400$6.02M<0.01%-85013F-HRTimeline
CWM, LLCin group CWM, LLC138,665$5.86M0.02%+33,93713F-HRTimelineGroup
CoreCap Advisors, LLC125,977$5.32M0.24%+8,69913F-HRTimeline
HighTower Advisors, LLC123,080$5.2M0.01%+1,99013F-HRTimeline
Cambridge Investment Research Advisors,…122,637$5.18M0.02%-36,09213F-HRTimeline
Beacon Pointe Advisors, LLC114,907$4.85M0.05%-6913F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC113,672$4.8M4.55%13F-HRTimeline
Integrated Wealth Concepts LLC109,490$4.63M0.05%-3,08213F-HRTimeline
IFP Advisors, Inc101,176$4.27M0.14%+22,22413F-HRTimeline
Long Island Wealth Management, Inc.97,095$4.1M2.57%-6213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…92,926$3.93M0.01%+5,65113F-HR/ATimeline
World Investment Advisors90,196$3.81M0.1%new13F-HRTimeline
BCGM Wealth Management, LLC87,599$3.7M1.17%013F-HRTimeline
Elmwood Wealth Management, Inc.87,308$3.69M1.49%-1,74513F-HRTimeline
CITY HOLDING CO86,705$3.66M0.52%-41,75013F-HRTimeline
Pallas Capital Advisors LLC86,252$3.64M0.16%-86413F-HRTimeline
Gladstone Institutional Advisory LLC82,511$3.49M0.16%-10,26913F-HRTimeline
CRA Financial Services, LLC80,888$3.42M0.59%-1,56113F-HRTimeline
MAI Capital Management73,040$3.09M0.02%-1,53913F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC71,499$3.02M0.46%-76913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management69,653$2.94M0.04%-25,13213F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC68,237$2.88M0.03%-4,83313F-HRTimeline
Weaver Capital Management LLC68,236$2.88M0.81%-17613F-HRTimeline
WEALTH ALLIANCE, LLC66,781$2.82M0.34%-17313F-HRTimeline
MTM FINANCIAL GROUP, LLC66,434$2.81M1.68%-39513F-HRTimeline
Capasso Planning Partners LLC65,692$2.78M1.11%new13F-HRTimeline
Diligent Investors, LLC64,648$2.73M0.63%+5,08513F-HRTimeline
Compass Advisory Group LLC63,167$2.67M0.96%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC62,103$2.62M0.06%+41,09113F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC60,914$2.57M0.49%-5,92513F-HRTimeline
OneDigital Investment Advisors LLC57,935$2.45M0.03%+4,07813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP57,099$2.41M<0.01%-2,23413F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.54,293$2.29M0.14%-6,01613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO53,365$2.25M<0.01%-1,20413F-HRTimelineGroup
HBW ADVISORY SERVICES LLC53,347$2.25M0.23%+26913F-HRTimeline
Trek Financial, LLC53,227$2.25M0.17%-11,02713F-HRTimeline
Strategic Blueprint, LLC50,423$2.13M0.13%-6,21113F-HRTimeline
Nikulski Financial, Inc.50,280$2.12M0.62%-18513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth48,977$2.07M0.01%-169,00013F-HR/ATimelineGroup
Stuart Chaussee & Associates, Inc.45,890$1.94M0.48%-4,78513F-HRTimeline
AdvisorNet Financial, Inc45,687$1.93M0.16%+75013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS45,248$1.91M0.01%013F-HRTimeline
AE Wealth Management LLC44,455$1.88M0.02%+21913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC43,004$1.82M<0.01%+26,57513F-HRTimelineGroup
WealthPlan Investment Management, LLC41,984$1.77M0.18%+14,31713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC40,367$1.71M0.04%-10,83313F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…39,593$1.67M0.22%-13213F-HRTimeline
Sugarloaf Wealth Management, LLC39,230$1.66M0.31%-2,00013F-HRTimeline
CORRADO ADVISORS, LLC39,195$1.66M1.08%new13F-HRTimeline
FSA Advisors, Inc.39,087$1.62M1.98%-5,16613F-HRTimeline
WorthPointe, LLC38,148$1.61M0.67%+1,08713F-HRTimeline
Atria Wealth Solutions, Inc.37,949$1.6M0.02%+71513F-HRTimeline
Bison Wealth, LLC36,270$1.53M0.19%13F-HRTimeline
Orion Capital Management LLC36,098$1.53M0.67%-1,18913F-HRTimeline
NewEdge Advisors, LLC36,045$1.52M0.01%-117,41713F-HRTimeline
Jessup Wealth Management, Inc35,510$1.5M0.64%-1,69413F-HRTimeline
KFG WEALTH MANAGEMENT, LLC35,102$1.48M0.28%-4,61113F-HRTimeline
HARBOUR INVESTMENTS, INC.34,968$1.48M0.04%-1,55813F-HRTimeline
U.S. Capital Wealth Advisors, LLC33,976$1.44M0.04%+1,85013F-HRTimeline
Continuum Advisory, LLC33,729$1.43M0.18%-9313F-HRTimeline
Castle Rock Wealth Management, LLC33,002$1.42M0.34%-3,52113F-HRTimeline
Mutual Advisors, LLC32,771$1.39M0.04%+12,25413F-HRTimeline
GILL CAPITAL PARTNERS, LLC32,013$1.35M0.48%-3,45913F-HRTimeline
RFG Advisory, LLC30,775$1.3M0.04%-22,75313F-HRTimeline
First City Capital Management, Inc.30,200$1.28M0.68%013F-HRTimeline
Encompass More Asset Management30,161$1.27M0.42%+13,25113F-HRTimeline
Orion Porfolio Solutions, LLC30,131$1.27M0.01%+2,19613F-HRTimeline
Orion Portfolio Solutions, LLC30,131$1.27M0.01%+2,19613F-HRTimeline
Lineweaver Wealth Advisors, LLC29,550$1.25M0.23%013F-HRTimeline
ARS Wealth Advisors Group, LLC27,395$1.16M0.16%-17113F-HRTimeline
Farther Finance Advisors, LLC26,657$1.13M0.04%+18,90613F-HRTimeline
Crown Wealth Group, LLC26,277$1.11M0.45%+5213F-HRTimeline
Advisory Services Network, LLC25,640$1.08M0.02%-1,18813F-HRTimeline
YARGER WEALTH STRATEGIES, LLC25,619$1.08M0.62%-17,14413F-HRTimeline
Lakeridge Wealth Management LLC24,878$1.05M0.54%013F-HRTimeline
Koshinski Asset Management, Inc.24,520$1.04M0.09%013F-HRTimeline
BCS Wealth Management24,459$1.03M0.26%-2,31213F-HRTimeline
Midwest Financial Network, LLC24,427$1.03M1.07%13F-HRTimeline
Bernard Wealth Management Corp.24,002$1.01M0.48%13F-HR/ATimeline
Firestone Capital Management23,912$1.01M0.25%-23813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.23,846$1.01M0.01%+2,13013F-HRTimeline
Focus Financial Network, Inc.23,780$1M0.04%-71213F-HRTimeline
Clay Northam Wealth Management, LLC23,775$1M0.65%-83513F-HRTimeline
Valmark Advisers, Inc.22,120$935K0.01%013F-HRTimeline
WPWealth LLP22,094$933K0.19%+15,55713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC22,054$932K0.03%-4813F-HRTimeline
Bedel Financial Consulting, Inc.21,520$925K0.13%-21313F-HRTimeline
Schulz Wealth, LTD.21,125$893K0.69%-1013F-HRTimeline
Valtinson Bruner Financial Planning LLC20,426$863K0.3%-50813F-HRTimeline
Cresset Asset Management, LLC20,158$852K<0.01%013F-HRTimeline
Smith Anglin Financial, LLC20,116$850K0.08%013F-HRTimeline
Weaver Consulting Group20,065$848K0.26%-97213F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …19,610$829K0.2%-16,12513F-HRTimelineGroup
Soltis Investment Advisors LLC19,595$828K0.08%013F-HRTimeline
Helium Advisors LLC19,433$821K0.65%13F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC19,039$804K0.16%013F-HRTimeline
Chicago Partners Investment Group LLC18,556$786K0.03%-1,15213F-HRTimeline
Tradition Wealth Management, LLC18,375$776K0.07%-81213F-HRTimeline
Sunbelt Securities, Inc.17,845$753K0.07%-2,20013F-HRTimeline
Keystone Wealth Services, LLC17,063$721K0.19%-6,65513F-HRTimeline
Sterling Financial Planning, Inc.16,600$701K0.26%-6113F-HRTimeline
Certified Advisory Corp16,029$677K0.07%-32,96513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,984$675K0.02%-9813F-HRTimelineGroup
Cardinal Point Capital Management ULC15,940$673K0.11%013F-HRTimeline
DHJJ Financial Advisors, Ltd.15,099$638K0.25%-1,36713F-HRTimeline
BLAIR WILLIAM & CO/IL15,068$637K<0.01%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…15,030$635K0.01%013F-HRTimelineGroup
Belpointe Asset Management LLC15,296$627K0.04%+28113F-HRTimeline
Global Strategic Investment Solutions, …14,736$623K0.07%-22913F-HRTimeline
Pinnacle Wealth Management Group, Inc.14,686$620K0.39%+1,80013F-HRTimeline
Sigma Planning Corp14,503$613K0.02%-14,33613F-HRTimeline
Chris Bulman Inc14,454$611K0.39%+2513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC14,204$600K0.05%+3,46313F-HRTimeline
Main Street Financial Solutions, LLC14,100$596K0.06%013F-HRTimeline
Arax Advisory Partners13,997$591K0.04%+65913F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.13,968$590K0.03%-9,18113F-HRTimelineGroup
Triad Wealth Partners, LLC13,668$577K0.21%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC13,348$564K0.18%013F-HRTimeline
Sovereign Financial Group, Inc.12,966$548K0.13%-3,03313F-HRTimeline
Parkside Investments, LLC12,950$547K0.08%-1,75013F-HRTimeline
Horizon Investments, LLC12,864$544K0.02%+3,15113F-HRTimeline
Steward Partners Investment Advisory, L…12,430$525K<0.01%013F-HRTimeline
B. Riley Wealth Advisors, Inc.12,183$515K0.02%013F-HRTimeline
Delta Investment Management, LLC12,128$512K0.1%-21213F-HRTimeline
New Republic Capital, LLC11,964$505K0.33%013F-HRTimeline
Kathmere Capital Management, LLC11,906$503K0.05%+313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…11,643$492K0.02%-1,38013F-HRTimelineGroup
City Center Advisors, LLC11,438$483K0.54%+6613F-HRTimeline
Per Stirling Capital Management, LLC.10,973$464K0.07%013F-HRTimeline
Catalina Capital Group, LLC10,572$447K0.15%-1,25013F-HRTimeline
Beacon Financial Advisory LLC10,258$433K0.14%+1,52013F-HRTimeline
My Personal CFO, LLC10,245$433K0.22%-2513F-HRTimeline
Cambridge Advisors Inc.9,903$418K0.09%-1,92013F-HRTimeline
Quest 10 Wealth Builders, Inc.9,489$401K0.4%13F-HRTimeline
Mariner, LLCin group Mariner, LLC9,410$398K<0.01%+313F-HRTimelineGroup
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …9,275$390K0.03%-51813F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV9,175$388K0.03%013F-HRTimeline
AssuredPartners Investment Advisors, LLC9,153$387K0.08%13F-HRTimeline
WealthPLAN Partners, LLC9,131$386K0.05%-6,16013F-HRTimeline
Outlook Wealth Advisors, LLC9,005$380K0.11%-33213F-HRTimeline
PCA Investment Advisory Services Inc.8,690$367K0.17%013F-HRTimeline
Snowden Capital Advisors LLC8,497$359K0.01%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC8,432$354K0.08%013F-HRTimeline
MBL Wealth, LLC8,311$351K0.04%-90013F-HRTimeline
Maia Wealth LLC8,213$351K0.08%+2,63013F-HRTimeline
Berkshire Money Management, Inc.8,204$347K0.04%new13F-HRTimeline
Avantax Planning Partners, Inc.8,202$347K0.01%-5613F-HRTimeline
Wood Tarver Financial Group, LLC7,937$335K0.11%13F-HRTimeline
Berger Financial Group, Inc7,924$335K0.02%013F-HRTimeline
Keystone Financial Group, Inc.7,878$333K0.27%13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,710$326K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,496$317K<0.01%+5,50013F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC7,459$315K0.01%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,254$306K0.01%-11913F-HRTimelineGroup
Archer Investment Corp7,000$296K0.08%013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC6,516$275K0.1%-1,24613F-HRTimeline
Cape Investment Advisory, Inc.6,400$270K0.11%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC6,287$266K0.03%-613F-HRTimeline
Arete Wealth Advisors, LLC6,242$264K0.02%013F-HRTimeline
Garden State Investment Advisory Servic…6,247$264K0.08%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,114$258K<0.01%-92113F-HR/ATimelineGroup
Cornerstone Wealth Group, LLC6,113$258K0.02%013F-HRTimeline
Ashton Thomas Private Wealth, LLC6,074$257K0.01%+55013F-HRTimeline
Runnymede Capital Advisors, Inc.6,038$255K0.22%13F-HRTimeline
Compass Ion Advisors, LLC5,931$251K0.03%013F-HRTimeline
Allegiance Financial Group Advisory Ser…5,915$250K0.08%new13F-HRTimeline
Riggs Capital Management LLC5,749$243K0.24%13F-HRTimeline
Madison Wealth Partners, Inc5,715$241K0.07%013F-HRTimeline
BAILARD, INC.5,650$239K0.01%013F-HRTimeline
GWN SECURITIES INC.5,531$234K0.06%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,505$233K<0.01%013F-HRTimelineGroup
Three Seasons Wealth, LLC5,398$228K0.11%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP5,386$228K0.06%+13513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC5,331$225K<0.01%013F-HRTimeline
Kingsview Wealth Management, LLC5,300$224K<0.01%-1,25113F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.5,080$215K0.07%013F-HRTimeline
Fragasso Financial Advisors Inc5,022$212K0.02%013F-HRTimeline
Jacobi Capital Management LLC5,004$211K0.02%013F-HRTimeline
Betterment LLC4,898$207K<0.01%new13F-HRTimeline
IHT Wealth Management, LLC4,756$201K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,589$194K0.01%013F-HRTimelineGroup
Evergreen Private Wealth LLC3,547$150K0.07%013F-HRTimeline