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Disclosery

PJUL INNOVATOR ETFS TRUST

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US EQTY PWR BUF (fund)

253 managers (253 13F filers) reported a position in PJUL shares at 2025-09-30, 21,051,384 shares in all. 30 filers opened a position and 14 filers sold out during the quarter.

Managers
253
13F filers
253
New
30
Added
100
Reduced
67
Sold out
14
Shares held by filers
21,051,384

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, 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
ALLIANCEBERNSTEIN L.P.3,298,635$150M0.05%-69,24013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,393,579$63.5M0.76%+22,77013F-HRTimelineGroup
Allworth Financial LP1,308,146$59.7M0.26%+1,300,31013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management797,215$36.4M0.43%+715,55913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC735,060$33.5M0.04%-34,37013F-HRTimeline
BLAIR WILLIAM & CO/IL638,473$29.1M0.08%+287,97213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…623,372$28.4M0.04%+21,03713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.610,470$27.6M0.04%+163,75513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC536,820$24.5M0.01%+110,56113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC526,938$24M0.01%+55,19813F-HRTimelineGroup
Compass Advisory Group LLC513,091$23.4M6.57%+489,07913F-HRTimeline
HighTower Advisors, LLC355,215$16.2M0.02%+55,86913F-HRTimeline
NorthCoast Asset Management LLC329,274$15M0.06%+15,23513F-HRTimeline
Cetera Investment Advisers314,961$14.4M0.02%+69,02713F-HRTimeline
LPL Financial LLC280,193$12.8M<0.01%+24,82713F-HRTimeline
Janney Montgomery Scott LLC276,626$12.6M0.03%-326,28913F-HRTimeline
CWM, LLCin group CWM, LLC254,336$11.6M0.03%-3613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC232,016$10.6M0.03%+34,76113F-HRTimeline
Orion Porfolio Solutions, LLC210,762$9.61M0.07%+38,86513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC206,262$9.41M0.04%-12,75813F-HRTimelineGroup
CoreCap Advisors, LLC193,174$8.81M0.32%+2,14913F-HRTimeline
AA Financial Advisors, LLC191,243$8.72M1.71%-2013F-HRTimeline
NewEdge Advisors, LLC182,080$8.3M0.04%-1,23913F-HRTimeline
SageView Advisory Group, LLC181,869$8.29M0.29%+47,06913F-HRTimeline
Cambridge Investment Research Advisors,…179,948$8.21M0.02%+27,87613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC170,391$7.77M0.15%-17,23613F-HRTimeline
Motiv8 Investments LLC164,250$7.49M3.98%-7,33413F-HRTimeline
MBL Wealth, LLC152,967$6.98M0.61%+1,15913F-HRTimeline
Southland Equity Partners LLC152,401$6.95M1.41%-76313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP150,262$6.85M0.01%-64613F-HRTimelineGroup
Advisory Alpha, LLC139,329$6.36M0.18%+1,50013F-HRTimeline
World Investment Advisors128,013$5.84M0.12%+9,17213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC126,031$5.75M0.09%+40,70613F-HRTimelineGroup
Composition Wealth, LLC125,230$5.71M0.09%-5,48213F-HRTimeline
MTM FINANCIAL GROUP, LLC123,887$5.65M2.78%+1,09913F-HRTimeline
Global Strategic Investment Solutions, …120,402$5.49M0.55%-2,16513F-HRTimeline
Weaver Consulting Group114,378$5.22M1.33%+6,28013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC112,711$5.14M0.01%new13F-HRTimelineGroup
Cresset Asset Management, LLC111,430$5.08M0.02%+17,98513F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC98,730$4.36M0.02%-3013F-HRTimelineGroup
Triad Wealth Partners, LLC95,509$4.36M0.56%+41,53113F-HRTimeline
Beacon Pointe Advisors, LLC88,316$4.03M0.03%-12,92913F-HRTimeline
CRA Financial Services, LLC85,253$3.89M0.53%+23,63013F-HRTimeline
OneDigital Investment Advisors LLC84,492$3.85M0.04%+9,13413F-HRTimeline
Farther Finance Advisors, LLC81,620$3.72M0.06%-30,80413F-HRTimeline
Weaver Capital Management LLC81,469$3.71M0.81%+13,17813F-HRTimeline
Midwest Financial Network, LLC79,996$3.65M2.96%-10,71413F-HRTimeline
KFG WEALTH MANAGEMENT, LLC79,909$3.64M0.53%+19,51413F-HRTimeline
IFP Advisors, Inc77,966$3.56M0.09%+35,88913F-HR/ATimeline
Certified Advisory Corp77,966$3.56M0.34%+65,27413F-HRTimeline
McAdam, LLC76,960$3.51M0.17%-80313F-HRTimeline
Vestmark Advisory Solutions, Inc.76,311$3.48M0.07%new13F-HRTimeline
Straight Path Wealth Management69,324$3.16M0.88%+1,27213F-HRTimeline
PRIVATE CLIENT SERVICES, LLC63,498$2.9M0.97%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management61,869$2.82M0.1%+2,85013F-HRTimelineGroup
Elmwood Wealth Management, Inc.59,314$2.7M0.96%+3,41013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC57,475$2.62M0.4%-2,10713F-HRTimeline
WorthPointe, LLC54,648$2.49M0.93%-3,38013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC54,193$2.47M0.17%+10,22613F-HRTimeline
Foundations Investment Advisors, LLC53,410$2.44M0.04%-1,77613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC52,401$2.39M0.06%-4,15113F-HRTimelineGroup
MAI Capital Management52,354$2.39M0.01%+36,39013F-HRTimeline
Horizon Investments, LLC51,482$2.35M0.03%+10,22613F-HRTimeline
Wisconsin Wealth Advisors, LLC51,110$2.33M2.22%+29,67113F-HRTimeline
BCS Wealth Management50,038$2.28M0.51%+2,19113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC47,714$2.18M<0.01%+37,73113F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …47,365$2.16M0.36%+7,70013F-HRTimelineGroup
Encompass More Asset Management46,353$2.11M0.41%-9113F-HRTimeline
CENTAURUS FINANCIAL, INC.46,212$2.11M0.1%+11,18113F-HRTimeline
Long Island Wealth Management, Inc.45,593$2.08M1.01%+3,27813F-HRTimeline
Bellwether Advisors, LLC45,354$2.07M0.34%+13,95813F-HRTimeline
Capital Square, LLC44,231$2.02M1.03%+50513F-HRTimeline
Berkshire Money Management, Inc.44,137$2.01M0.21%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth43,072$1.96M<0.01%-2,87713F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC42,509$1.94M0.06%+1,71213F-HRTimelineGroup
Lakeridge Wealth Management LLC41,842$1.91M0.85%+70413F-HRTimeline
Chicago Partners Investment Group LLC41,340$1.9M0.05%-1513F-HRTimeline
Jacobi Capital Management LLC41,688$1.9M0.12%013F-HRTimeline
Outlook Wealth Advisors, LLC41,651$1.9M0.47%-2013F-HRTimeline
WPWealth LLP41,041$1.87M0.31%-513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC39,335$1.79M0.02%-4,87513F-HRTimelineGroup
Mach-1 Financial Group, LLC39,147$1.79M0.28%new13F-HRTimeline
Integrity Advisory Solutions, LLC39,147$1.79M0.28%13F-HRTimeline
Mutual Advisors, LLC38,473$1.76M0.04%+26,91213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS38,541$1.76M<0.01%+3,42313F-HRTimeline
Patriot Financial Group Insurance Agenc…38,479$1.75M0.22%+2,75513F-HRTimeline
Trek Financial, LLC38,248$1.74M0.1%+1,86513F-HRTimeline
Cypress Wealth Services, LLC38,167$1.74M0.29%new13F-HRTimeline
AE Wealth Management LLC37,615$1.72M0.01%+3,99613F-HRTimeline
ARS Wealth Advisors Group, LLC37,539$1.71M0.17%+5,08113F-HRTimeline
Diligent Investors, LLC37,296$1.7M0.43%+21013F-HRTimeline
Ascent Wealth Partners, LLC36,418$1.66M0.19%+24,00313F-HRTimeline
Atria Investments, Inc36,196$1.65M0.02%new13F-HRTimeline
Cornerstone Planning Group LLC33,196$1.52M0.24%013F-HRTimeline
PFG Advisors33,212$1.51M0.06%+10,17113F-HRTimeline
Keystone Wealth Services, LLC32,362$1.48M0.32%+7213F-HRTimeline
HBW ADVISORY SERVICES LLC31,959$1.46M0.16%+5,01213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV31,925$1.46M0.09%+31913F-HRTimeline
Chris Bulman Inc31,713$1.45M0.72%+4,89713F-HRTimeline
GILL CAPITAL PARTNERS, LLC30,955$1.41M0.43%+3,27313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…30,653$1.4M0.02%013F-HRTimelineGroup
OLD MISSION CAPITAL LLC30,207$1.38M0.05%new13F-HRTimeline
Advisory Services Network, LLC30,025$1.37M0.02%013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.29,194$1.33M0.06%+20,90213F-HRTimelineGroup
WEALTH ALLIANCE, LLC28,662$1.31M0.13%+1,99713F-HRTimeline
Bedel Financial Consulting, Inc.27,641$1.26M0.16%013F-HRTimeline
Fragasso Financial Advisors Inc27,590$1.26M0.08%+1,13713F-HRTimeline
Kearns & Associates LLC25,755$1.17M0.62%013F-HRTimeline
Castle Rock Wealth Management, LLC25,694$1.17M0.26%-52613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\25,639$1.17M<0.01%+23,21013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC24,656$1.12M0.03%+2,35213F-HRTimeline
RFG Advisory, LLC24,464$1.12M0.02%-45113F-HRTimeline
ODonnell Financial Services, LLC24,374$1.11M0.4%-3,38113F-HRTimeline
FSA Advisors, Inc.24,282$1.11M0.88%-1,04813F-HRTimeline
HARBOUR INVESTMENTS, INC.24,133$1.1M0.02%-112,37313F-HRTimeline
Global Assets Advisory, LLC23,898$1.09M0.32%new13F-HRTimeline
Kingsview Wealth Management, LLC23,120$1.05M0.02%-4,61913F-HRTimeline
Vantage Point Financial LLC22,724$1.04M0.4%+1,01613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO22,461$1.02M0.01%013F-HRTimelineGroup
Arkadios Wealth Advisors21,876$998K0.02%new13F-HRTimeline
Continuum Advisory, LLC21,643$987K0.1%-4,51913F-HRTimeline
Catalina Capital Group, LLC20,991$957K0.59%+56113F-HRTimeline
Sigma Planning Corp19,740$900K0.03%+1,22113F-HRTimeline
Cardinal Point Capital Management ULC19,478$885K0.06%-3,87013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC19,337$882K0.14%-113F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC19,190$875K0.22%013F-HRTimeline
Wood Tarver Financial Group, LLC18,860$860K0.25%+4,17613F-HRTimeline
Orion Capital Management LLC18,597$848K0.3%013F-HRTimeline
Nikulski Financial, Inc.18,375$838K0.21%+2,00013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC18,370$838K0.01%-10,84813F-HRTimelineGroup
Delta Investment Management, LLC17,588$802K0.14%-9513F-HRTimeline
Strategic Blueprint, LLC17,355$791K0.03%-1,23313F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC17,215$785K0.18%-10813F-HRTimeline
Stuart Chaussee & Associates, Inc.17,024$776K0.17%013F-HRTimeline
Jessup Wealth Management, Inc16,472$751K0.28%+10,17013F-HRTimeline
XML Financial, LLC16,392$747K0.06%013F-HRTimeline
Steward Partners Investment Advisory, L…15,936$727K<0.01%-56,38913F-HRTimeline
City Center Advisors, LLC15,119$689K0.67%+3,65113F-HRTimeline
Per Stirling Capital Management, LLC.15,068$687K0.08%+19013F-HRTimeline
Dynamic Advisor Solutions LLC15,022$685K0.02%013F-HRTimeline
DHJJ Financial Advisors, Ltd.14,978$683K0.23%+52613F-HRTimeline
U.S. Capital Wealth Advisors, LLC14,651$668K0.02%+84413F-HRTimeline
Focus Financial Network, Inc.14,576$665K0.02%+1,20913F-HRTimeline
J.W. COLE ADVISORS, INC.14,519$662K0.01%+32013F-HRTimeline
Quest 10 Wealth Builders, Inc.14,437$658K0.61%-15813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV13,980$637K0.04%013F-HRTimeline
Cornerstone Wealth Group, LLC13,628$621K0.04%-78413F-HRTimeline
Valmark Advisers, Inc.13,155$600K0.01%013F-HRTimeline
ALTFEST L J & CO INC12,758$582K0.06%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP12,681$578K0.04%+3,95513F-HRTimeline
Lineweaver Wealth Advisors, LLC12,677$578K0.08%013F-HRTimeline
Schulz Wealth, LTD.12,545$572K0.38%-7013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,210$557K<0.01%013F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC12,013$548K0.09%013F-HRTimeline
Pinnacle Wealth Management Group, Inc.11,940$544K0.28%+55013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC11,748$536K0.16%+81313F-HRTimeline
Mariner, LLCin group Mariner, LLC11,668$532K<0.01%-27713F-HRTimelineGroup
Caprock Group, LLC11,734$526K0.01%13F-HRTimeline
CORRADO ADVISORS, LLC11,341$517K0.28%013F-HRTimeline
Dakota Wealth Management11,243$513K0.01%+4,75013F-HR/ATimeline
Alliance Wealth Advisors, LLC11,200$511K0.26%013F-HRTimeline
Sovran Advisors, LLC10,597$486K0.04%-5813F-HRTimeline
MGO ONE SEVEN LLC10,312$470K0.01%+4,89513F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC10,158$463K<0.01%013F-HRTimelineGroup
RIVERCHASE WEALTH MANAGEMENT, LLC9,889$451K0.26%new13F-HRTimeline
GTS SECURITIES LLC9,634$439K0.02%new13F-HRTimeline
YARGER WEALTH STRATEGIES, LLC9,450$431K0.2%-79713F-HRTimeline
Tradition Wealth Management, LLC9,133$416K0.03%+1,66313F-HRTimeline
Avior Wealth Management, LLC9,125$416K0.01%-89113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC8,979$409K0.01%-24113F-HRTimeline
LaSalle St. Investment Advisors, LLC8,869$404K0.07%013F-HRTimeline
Vishria Bird Financial Group, LLC8,851$404K0.08%013F-HRTimeline
Three Seasons Wealth, LLC8,740$399K0.04%+1,11613F-HRTimeline
NorthCrest Asset Manangement, LLC8,322$380K0.01%013F-HRTimeline
Clear Point Advisors Inc.8,266$377K0.29%-97913F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.8,055$366K<0.01%new13F-HR/ATimelineGroup
Arete Wealth Advisors, LLC8,026$366K0.02%+2,49913F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …7,922$364K0.01%013F-HRTimelineGroup
Michels Family Financial, LLC7,600$347K0.27%new13F-HRTimeline
Koshinski Asset Management, Inc.7,490$342K0.02%-59013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…7,304$333K0.07%+6,83213F-HRTimeline
Merit Financial Group, LLC7,261$331K<0.01%-16,10913F-HR/ATimeline
Ashton Thomas Private Wealth, LLC7,224$329K0.01%+24413F-HRTimeline
RETIREMENT GUYS FORMULA LLC7,163$327K0.11%013F-HRTimeline
Sequoia Financial Advisors, LLC7,081$323K<0.01%+48513F-HRTimeline
Retirement Planning Group, LLC6,934$316K0.01%+1,26213F-HRTimeline
Buska Wealth Management, LLC6,872$313K0.09%-74913F-HRTimeline
LEIGH BALDWIN & CO., LLC6,825$311K0.18%-5013F-HR/ATimeline
Sequent Planning LLC6,812$311K0.09%new13F-HRTimeline
Atlantic Private Wealth, LLC6,800$310K0.2%new13F-HRTimeline
HFG Wealth Management, LLC6,785$309K0.17%-3,10813F-HR/ATimeline
Visionary Wealth Advisors6,766$309K0.01%013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC6,375$291K0.08%+213F-HRTimeline
Financial Network Wealth Advisors LLC5,930$270K0.3%+91413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,902$269K0.01%+50013F-HRTimelineGroup
MITCHELL CAPITAL MANAGEMENT CO5,901$269K0.05%+1,35013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,834$266K0.01%-2,16913F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC5,748$262K0.03%013F-HRTimeline
Virtue Capital Management, LLC10,528$259K0.04%new13F-HR/ATimeline
CITY HOLDING CO5,595$255K0.03%-1,16013F-HRTimeline