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Disclosery

PJAN INNOVATOR ETFS TRUST

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US EQTY PWR BUF (fund)

246 managers (247 13F filers) reported a position in PJAN shares at 2025-06-30, 22,132,431 shares in all. 18 filers opened a position and 17 filers sold out during the quarter.

Managers
246
13F filers
247
New
18
Added
57
Reduced
96
Sold out
17
Shares held by filers
22,132,431

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
ALLIANCEBERNSTEIN L.P.3,828,314$169M0.06%-69,17513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,403,353$61.8M0.08%+303,99113F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,334,566$58.8M0.82%+178,33813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.990,360$43.6M0.08%-98,66313F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC854,004$37.6M0.11%-81,52113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management782,663$34.5M0.45%-43,58313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC700,049$30.8M0.01%-34,25713F-HRTimelineGroup
LPL Financial LLC670,791$29.5M0.01%+12,69413F-HRTimeline
Southland Equity Partners LLC433,565$19.1M4.19%-1,30913F-HRTimeline
Long Island Wealth Management, Inc.401,391$17.7M9.18%+297,43113F-HRTimeline
NorthCoast Asset Management LLC370,275$16.3M0.07%-4,00213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC354,921$15.6M<0.01%+33,45313F-HRTimelineGroup
BLAIR WILLIAM & CO/IL351,885$15.5M0.04%+80213F-HRTimeline
Weaver Capital Management LLC323,549$14.3M3.51%-16,04013F-HRTimeline
Bellwether Advisors, LLC269,012$11.8M2.02%-4713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…258,076$11.4M0.02%-177,12213F-HRTimeline
Cetera Investment Advisers257,903$11.4M0.02%+8,95213F-HRTimeline
CWM, LLCin group CWM, LLC246,556$10.9M0.04%+47,08713F-HRTimelineGroup
Ascent Wealth Partners, LLC243,170$10.7M1.32%-1,70513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC243,042$10.7M0.14%+43,60613F-HRTimelineGroup
Janney Montgomery Scott LLC223,936$9.86M0.03%+15,86813F-HRTimeline
Orion Porfolio Solutions, LLC197,732$8.71M0.07%+94,33813F-HR/ATimeline
World Investment Advisors196,559$8.66M0.2%-3,11013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC193,837$8.54M0.18%-16,14513F-HRTimeline
AA Financial Advisors, LLC190,959$8.41M1.81%-18313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC182,762$8.05M0.04%+42,60513F-HRTimelineGroup
Beacon Pointe Advisors, LLC176,457$7.77M0.08%+6,84713F-HRTimeline
Element Squared LLC174,846$7.7M4.8%13F-HRTimeline
Motiv8 Investments LLC166,707$7.34M4.49%-2,85513F-HRTimeline
Range Financial Group LLC160,171$7.06M2.77%-4,19413F-HRTimeline
Cambridge Investment Research Advisors,…139,596$6.15M0.02%-8213F-HRTimeline
CoreCap Advisors, LLC134,446$5.92M0.24%+2,17113F-HRTimeline
HighTower Advisors, LLC133,496$5.88M0.01%-4,44413F-HRTimeline
Pallas Capital Advisors LLC132,013$5.82M0.22%-25,05213F-HRTimeline
MAI Capital Management130,111$5.73M0.04%-49,42913F-HRTimeline
Catalina Capital Group, LLC126,543$5.57M3.76%+115,97113F-HRTimeline
BCGM Wealth Management, LLC122,471$5.39M1.52%+1,34913F-HRTimeline
Steward Partners Investment Advisory, L…122,013$5.37M0.04%+90813F-HRTimeline
GILL CAPITAL PARTNERS, LLC112,619$4.96M1.6%-4,02413F-HRTimeline
Integrated Wealth Concepts LLC105,676$4.66M0.05%-1,00013F-HRTimeline
IFP Advisors, Inc103,236$4.55M0.13%+79513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP103,065$4.54M0.01%+99113F-HRTimelineGroup
OneDigital Investment Advisors LLC100,557$4.43M0.05%+39,22813F-HRTimeline
Cresset Asset Management, LLC93,338$4.11M0.02%-7,40513F-HR/ATimeline
CRA Financial Services, LLC87,359$3.85M0.59%-1,95013F-HRTimeline
Elmwood Wealth Management, Inc.86,191$3.8M1.5%+2,46813F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …80,660$3.55M0.77%013F-HRTimelineGroup
MTM FINANCIAL GROUP, LLC77,856$3.43M1.86%013F-HRTimeline
Farther Finance Advisors, LLC75,735$3.34M0.07%+46,14313F-HRTimeline
CITY HOLDING CO74,750$3.29M0.43%-6,66513F-HRTimeline
Compass Advisory Group LLC72,939$3.21M1.02%+7,41713F-HRTimeline
WEALTH ALLIANCE, LLC71,641$3.16M0.35%-8213F-HRTimeline
Diligent Investors, LLC69,478$3.06M0.72%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC64,392$2.84M0.35%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC62,955$2.77M0.05%+85213F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.62,021$2.73M0.16%-48813F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC60,813$2.68M0.45%-4413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO59,993$2.64M<0.01%+3,08713F-HRTimelineGroup
JDM Financial Group LLC58,000$2.55M1.21%013F-HRTimeline
HBW ADVISORY SERVICES LLC54,678$2.41M0.3%+61613F-HRTimeline
Triad Wealth Partners, LLC52,823$2.33M0.47%+25,21313F-HRTimeline
WorthPointe, LLC52,613$2.32M0.97%+30613F-HRTimeline
KFG WEALTH MANAGEMENT, LLC50,122$2.21M0.35%-1113F-HRTimeline
AdvisorNet Financial, Inc49,122$2.16M0.14%+2,65413F-HRTimeline
CORRADO ADVISORS, LLC48,566$2.14M1.31%-21713F-HRTimeline
Nikulski Financial, Inc.48,430$2.13M0.58%-2,10013F-HRTimeline
Trek Financial, LLC47,776$2.1M0.14%-1,37613F-HRTimeline
FSA Advisors, Inc.47,396$2.09M1.7%-7313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding46,946$2.07M+6,224Timeline
Stuart Chaussee & Associates, Inc.46,625$2.05M0.46%-3,79513F-HRTimeline
HARBOUR INVESTMENTS, INC.46,365$2.04M0.05%-82413F-HRTimeline
Encompass More Asset Management45,255$1.99M0.47%+7,46313F-HRTimeline
Talon Private Wealth, LLC44,547$1.96M0.27%-3,49713F-HRTimeline
WealthPlan Investment Management, LLC43,978$1.94M0.14%+25013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC43,907$1.93M0.14%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC43,461$1.91M0.05%+1,40713F-HRTimeline
AE Wealth Management LLC43,321$1.91M0.01%-13,18513F-HRTimeline
Patriot Financial Group Insurance Agenc…40,576$1.79M0.21%+67413F-HRTimeline
Advisory Services Network, LLC40,046$1.79M0.03%-113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC40,479$1.78M0.14%+8,30813F-HRTimeline
Horizon Investments, LLC40,361$1.78M0.03%+18,25013F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC38,477$1.69M1.54%-73,76313F-HRTimeline
Jessup Wealth Management, Inc38,202$1.68M0.68%-84513F-HRTimeline
Bison Wealth, LLC37,674$1.66M0.13%+34613F-HRTimeline
Dakota Wealth Management37,262$1.64M0.03%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC36,867$1.62M0.03%013F-HRTimelineGroup
Orion Capital Management LLC36,786$1.62M0.62%+1,43813F-HRTimeline
RFG Advisory, LLC36,341$1.6M0.04%-5,85013F-HRTimeline
U.S. Capital Wealth Advisors, LLC35,322$1.56M0.05%-75513F-HRTimeline
Continuum Advisory, LLC34,571$1.52M0.18%-7013F-HRTimeline
NewEdge Advisors, LLC34,362$1.51M0.01%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC33,745$1.49M0.04%+13,18713F-HRTimelineGroup
Castle Rock Wealth Management, LLC32,563$1.45M0.34%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS31,953$1.41M<0.01%-5013F-HRTimeline
Mutual Advisors, LLC31,281$1.4M0.03%-33213F-HRTimeline
Atria Wealth Solutions, Inc.30,894$1.36M0.03%-5,84513F-HRTimeline
RPS ADVISORY SOLUTIONS LLC30,396$1.34M0.73%+3,15913F-HRTimeline
First City Capital Management, Inc.30,200$1.33M0.77%013F-HRTimeline
Crown Wealth Group, LLC28,387$1.25M0.47%+2,69013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC28,300$1.25M<0.01%-15,24513F-HRTimelineGroup
Lineweaver Wealth Advisors, LLC26,723$1.18M0.19%-2,12713F-HRTimeline
Weaver Consulting Group26,143$1.15M0.32%+4,35713F-HRTimeline
SCS Capital Management LLC26,044$1.15M0.01%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.25,880$1.14M0.01%-11513F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.25,790$1.13M0.01%013F-HRTimelineGroup
PTM WEALTH MANAGEMENT, LLC24,502$1.08M0.72%-4,20613F-HRTimeline
Chris Bulman Inc24,479$1.08M0.61%-33013F-HRTimeline
Koshinski Asset Management, Inc.24,195$1.07M0.08%-32513F-HRTimeline
BCS Wealth Management23,897$1.05M0.23%-1,05013F-HRTimeline
Lakeridge Wealth Management LLC23,865$1.05M0.48%-2113F-HRTimeline
Clay Northam Wealth Management, LLC23,310$1.03M0.66%-46513F-HRTimeline
Midwest Financial Network, LLC23,185$1.02M1.01%-30513F-HRTimeline
Arkadios Wealth Advisors22,955$1.01M0.03%+2,51813F-HRTimeline
Bernard Wealth Management Corp.22,935$1.01M0.47%-50313F-HRTimeline
Valmark Advisers, Inc.22,751$1M0.01%013F-HRTimeline
Sequoia Financial Advisors, LLC22,427$988K0.01%013F-HRTimeline
Focus Financial Network, Inc.22,015$970K0.04%-1,60513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED21,889$964K0.08%-3,26213F-HRTimeline
YARGER WEALTH STRATEGIES, LLC21,857$963K0.5%-3,52213F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC21,486$946K0.17%+8613F-HRTimeline
Bedel Financial Consulting, Inc.20,926$922K0.13%-6713F-HRTimeline
Tradition Wealth Management, LLC20,906$921K0.07%-1713F-HRTimeline
TOWNSQUARE CAPITAL LLC20,713$912K0.09%-57,71913F-HRTimeline
Firestone Capital Management20,535$905K0.21%-2,90113F-HRTimeline
Valtinson Bruner Financial Planning LLC20,123$886K0.28%-30313F-HRTimeline
Smith Anglin Financial, LLC20,116$886K0.08%013F-HRTimeline
Schulz Wealth, LTD.19,755$870K0.65%-1,37013F-HRTimeline
Helium Advisors LLC19,433$856K0.54%013F-HRTimeline
3EDGE Asset Management, LP19,113$842K0.05%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,932$834K<0.01%new13F-HRTimelineGroup
Soltis Investment Advisors LLC17,933$790K0.06%-16213F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.17,659$778K0.04%013F-HRTimelineGroup
Sunbelt Securities, Inc.17,845$754K0.07%+12,97513F-HRTimeline
Keystone Wealth Services, LLC17,063$752K0.18%013F-HRTimeline
Sterling Financial Planning, Inc.16,260$716K0.24%-6313F-HRTimeline
DHJJ Financial Advisors, Ltd.16,230$715K0.26%-3513F-HRTimeline
INTEGRITY ALLIANCE, LLC.15,952$703K0.04%-5,09713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…15,830$697K0.01%013F-HRTimelineGroup
Chicago Partners Investment Group LLC15,577$693K0.02%013F-HRTimeline
Global Strategic Investment Solutions, …14,736$649K0.07%013F-HRTimeline
Pinnacle Wealth Management Group, Inc.14,636$645K0.37%-5013F-HRTimeline
Main Street Financial Solutions, LLC14,100$621K0.05%013F-HRTimeline
Marshall Financial Group, LLC14,041$618K0.12%013F-HRTimeline
Certified Advisory Corp13,782$607K0.06%-11513F-HRTimeline
Faithward Advisors, LLC13,609$599K0.09%-4913F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC13,348$588K0.16%013F-HRTimeline
ARS Wealth Advisors Group, LLC13,186$581K0.07%-2,98713F-HRTimeline
MGO ONE SEVEN LLC12,931$570K0.02%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,746$561K<0.01%new13F-HRTimelineGroup
Per Stirling Capital Management, LLC.12,533$552K0.07%+9413F-HRTimeline
Core Wealth Advisors, Inc.12,475$550K0.16%013F-HRTimeline
New Republic Capital, LLC11,964$527K0.19%013F-HRTimeline
Wood Tarver Financial Group, LLC11,972$527K0.16%+9,01013F-HRTimeline
Kathmere Capital Management, LLC11,906$524K0.04%013F-HRTimeline
Parkside Investments, LLC11,875$523K0.07%-25013F-HRTimeline
Ashton Thomas Private Wealth, LLC11,210$494K0.02%+1,31413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY11,095$489K<0.01%+4,98113F-HRTimelineGroup
City Center Advisors, LLC11,073$488K0.52%-78813F-HRTimeline
Beacon Financial Advisory LLC10,758$474K0.12%-1,00013F-HRTimeline
UBS Group AGin group UBS Group AG10,463$461K<0.01%+4,53113F-HRTimelineGroup
Sigma Planning Corp10,372$457K0.01%-1,59313F-HRTimeline
My Personal CFO, LLC10,205$450K0.2%013F-HRTimeline
Delta Investment Management, LLC10,199$449K0.09%-1,92913F-HRTimeline
Cambridge Advisors Inc.9,879$435K0.09%-2413F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …9,276$417K0.03%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC9,382$413K<0.01%013F-HRTimelineGroup
Belpointe Asset Management LLC9,152$403K0.02%+1,38813F-HRTimeline
Outlook Wealth Advisors, LLC9,005$397K0.1%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP9,530$395K0.16%13F-HRTimeline
WealthPLAN Partners, LLC8,838$389K0.06%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8,500$374K0.03%-71013F-HRTimeline
Snowden Capital Advisors LLC8,497$374K0.01%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC8,432$371K0.07%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…8,346$368K0.02%-8,62813F-HRTimelineGroup
GWN SECURITIES INC.8,228$362K0.07%-1,19113F-HRTimeline
Arax Advisory Partners8,216$362K0.02%-313F-HRTimeline
Berkshire Money Management, Inc.8,204$361K0.04%013F-HRTimeline
Avantax Planning Partners, Inc.8,202$361K0.01%013F-HRTimeline
Cardinal Point Capital Management ULC7,960$351K0.03%013F-HRTimeline
Berger Financial Group, Inc7,924$349K0.02%013F-HRTimeline
Strategic Blueprint, LLC7,922$349K0.02%-6513F-HRTimeline
Cornerstone Wealth Group, LLC7,879$347K0.03%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,829$345K0.02%-513F-HRTimeline
Allegiance Financial Group Advisory Ser…7,585$334K0.09%-83513F-HRTimeline
COMMONS CAPITAL, LLC7,582$334K0.25%new13F-HRTimeline
Cape Investment Advisory, Inc.7,550$333K0.12%013F-HRTimeline
Maia Wealth LLC7,408$326K0.06%-91913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC7,407$326K0.01%+38513F-HRTimeline
Vantage Point Financial LLC7,332$323K0.14%new13F-HRTimeline
J.W. COLE ADVISORS, INC.7,299$322K0.01%013F-HRTimeline
Archer Investment Corp7,000$308K0.07%013F-HRTimeline
Straight Path Wealth Management6,934$305K0.1%+85313F-HRTimeline
Merit Financial Group, LLC6,832$301K<0.01%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,819$300K0.01%+1,26913F-HRTimelineGroup
MBL Wealth, LLC6,760$298K0.03%013F-HRTimeline
Capasso Planning Partners LLC6,747$297K0.17%-57,93513F-HRTimeline
Arete Wealth Advisors, LLC6,596$291K0.02%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,605$291K<0.01%new13F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC6,369$281K<0.01%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC6,277$277K0.02%-513F-HRTimeline