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Disclosery

PJUL INNOVATOR ETFS TRUST

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US EQTY PWR BUF (fund)

269 managers (269 13F filers) reported a position in PJUL shares at 2025-12-31, 18,542,573 shares in all. 20 filers opened a position and 20 filers sold out during the quarter.

Managers
269
13F filers
269
New
20
Added
44
Reduced
102
Sold out
20
Shares held by filers
18,542,573

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
ALLIANCEBERNSTEIN L.P.3,267,609$152M0.05%-31,02613F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,339,028$62.2M0.74%-54,55113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC720,172$33.4M0.04%-14,88813F-HRTimeline
BLAIR WILLIAM & CO/IL634,206$29.4M0.08%-4,26713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…538,835$25.1M0.03%-84,53713F-HRTimeline
Compass Advisory Group LLC514,182$23.9M6.45%+1,09113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.449,266$20.9M0.03%-161,20413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC432,011$20.1M0.01%-94,92713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC410,622$19.1M0.01%-126,19813F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth366,446$17M0.02%+323,37413F-HRTimelineGroup
HighTower Advisors, LLC346,701$16.1M0.02%-8,51413F-HRTimeline
Cetera Investment Advisers317,260$14.7M0.02%+2,29913F-HRTimeline
LPL Financial LLC311,290$14.5M<0.01%+31,09713F-HRTimeline
Janney Montgomery Scott LLC279,050$13M0.03%+2,42413F-HRTimeline
CWM, LLCin group CWM, LLC277,222$12.9M0.03%+22,88613F-HRTimelineGroup
Orion Porfolio Solutions, LLC218,823$10.2M0.07%+8,06113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC206,347$9.58M0.04%+8513F-HRTimelineGroup
World Investment Advisors205,044$9.52M0.16%+77,03113F-HR/ATimeline
MML INVESTORS SERVICES, LLC193,529$8.99M0.02%-38,48713F-HRTimeline
CoreCap Advisors, LLC192,513$8.94M0.31%-66113F-HRTimeline
Cambridge Investment Research Advisors,…190,149$8.83M0.02%+10,20113F-HRTimeline
AA Financial Advisors, LLC180,947$8.4M1.55%-10,29613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC159,199$7.39M0.14%-11,19213F-HRTimeline
MBL Wealth, LLC151,506$7.03M0.56%-1,46113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP150,814$7M0.01%+55213F-HRTimelineGroup
Southland Equity Partners LLC149,511$6.94M1.37%-2,89013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management147,637$6.85M0.08%-649,57813F-HRTimelineGroup
Advisory Alpha, LLC138,909$6.45M0.18%-42013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC125,387$5.82M0.09%-64413F-HRTimelineGroup
Motiv8 Investments LLC124,582$5.78M3.15%-39,66813F-HRTimeline
MTM FINANCIAL GROUP, LLC120,684$5.6M2.68%-3,20313F-HRTimeline
Global Strategic Investment Solutions, …119,768$5.56M0.54%-63413F-HRTimeline
Triad Wealth Partners, LLC113,984$5.29M0.5%+18,47513F-HRTimeline
Weaver Consulting Group113,606$5.27M1.29%-77213F-HRTimeline
Cresset Asset Management, LLC111,430$5.17M0.02%013F-HRTimeline
Composition Wealth, LLC108,862$5.05M0.07%-16,36813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC98,701$4.44M0.02%-2913F-HRTimelineGroup
BCS Wealth Management95,510$4.43M0.45%+45,47213F-HRTimeline
Keating Financial Advisory Services, In…90,137$4.19M0.57%13F-HRTimeline
Signal Advisors Wealth, LLC88,490$4.11M0.33%new13F-HRTimeline
Beacon Pointe Advisors, LLC86,773$4.03M0.03%-1,54313F-HRTimeline
CRA Financial Services, LLC85,253$3.96M0.52%013F-HRTimeline
OneDigital Investment Advisors LLC82,017$3.81M0.04%-2,47513F-HRTimeline
IFP Advisors, Inc75,673$3.51M0.08%-2,29313F-HRTimeline
Vestmark Advisory Solutions, Inc.75,393$3.5M0.05%-91813F-HRTimeline
Farther Finance Advisors, LLC75,273$3.49M0.04%-6,34713F-HRTimeline
McAdam, LLC74,386$3.45M0.16%-2,57413F-HRTimeline
Certified Advisory Corp74,054$3.44M0.31%-3,91213F-HRTimeline
Straight Path Wealth Management69,605$3.23M0.87%+28113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC62,591$2.91M0.17%+8,39813F-HRTimeline
Midwest Financial Network, LLC61,935$2.88M2.22%-18,06113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management61,116$2.84M0.1%-75313F-HRTimelineGroup
COFG Advisors, LLC60,894$2.83M0.7%13F-HRTimeline
Horizon Investments, LLC59,907$2.78M0.04%+8,42513F-HRTimeline
Elmwood Wealth Management, Inc.59,413$2.76M0.87%+9913F-HRTimeline
Cassady Wealth & Retirement Planning, L…56,109$2.61M1.7%13F-HRTimeline
Foundations Investment Advisors, LLC55,810$2.59M0.03%+2,40013F-HRTimeline
Weaver Capital Management LLC55,339$2.57M0.54%-26,13013F-HRTimeline
Bellwether Advisors, LLC55,334$2.57M0.41%+9,98013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC54,195$2.52M0.37%-3,28013F-HRTimeline
WorthPointe, LLC53,220$2.47M0.65%-1,42813F-HRTimeline
Rothschild Wealth LLC51,456$2.39M0.23%new13F-HR/ATimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC50,468$2.34M0.06%-1,93313F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC49,935$2.32M0.31%-29,97413F-HRTimeline
Blue Water Asset Management48,510$2.25M0.81%13F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …47,261$2.19M0.36%-10413F-HRTimelineGroup
Encompass More Asset Management46,502$2.16M0.4%+14913F-HRTimeline
Long Island Wealth Management, Inc.46,138$2.14M1.01%+54513F-HRTimeline
CENTAURUS FINANCIAL, INC.45,579$2.12M0.1%-63313F-HRTimeline
Capital Square, LLC44,319$2.06M1.05%+8813F-HRTimeline
Berkshire Money Management, Inc.44,137$2.05M0.2%013F-HRTimeline
NewEdge Advisors, LLC43,546$2.02M0.01%-138,53413F-HRTimeline
Fortune Financial Group, Inc.33,807$2.01M1.98%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC42,487$1.97M0.05%-2213F-HR/ATimelineGroup
Lakeridge Wealth Management LLC41,842$1.94M0.88%013F-HRTimeline
Jacobi Capital Management LLC41,688$1.94M0.11%013F-HRTimeline
Chicago Partners Investment Group LLC41,340$1.93M0.05%013F-HRTimeline
PFG Advisors41,169$1.91M0.09%+7,95713F-HRTimeline
WPWealth LLP41,000$1.9M0.3%-4113F-HRTimeline
Outlook Wealth Advisors, LLC40,776$1.89M0.43%-87513F-HRTimeline
BFI Wealth Solutions, LLC40,471$1.88M1.79%13F-HRTimeline
OLD MISSION CAPITAL LLC39,847$1.85M0.07%+9,64013F-HRTimeline
Integrity Advisory Solutions, LLC39,613$1.84M0.26%+46613F-HRTimeline
Trek Financial, LLC38,799$1.8M0.1%+55113F-HRTimeline
Atria Investments, Inc38,788$1.8M0.02%+2,59213F-HRTimeline
AE Wealth Management LLC38,551$1.79M0.01%+93613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS38,541$1.79M<0.01%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC38,348$1.78M0.02%-98713F-HRTimelineGroup
Cypress Wealth Services, LLC38,167$1.77M0.25%013F-HRTimeline
ARS Wealth Advisors Group, LLC37,539$1.74M0.16%013F-HRTimeline
Diligent Investors, LLC36,896$1.71M0.42%-40013F-HRTimeline
Wisconsin Wealth Advisors, LLC36,820$1.71M1.68%-14,29013F-HRTimeline
Patriot Financial Group Insurance Agenc…36,572$1.7M0.2%-1,90713F-HRTimeline
Ascent Wealth Partners, LLC36,418$1.69M0.19%013F-HRTimeline
Mutual Advisors, LLC34,682$1.61M0.03%-3,79113F-HRTimeline
Cornerstone Planning Group LLC33,196$1.55M0.24%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV31,888$1.48M0.08%-3713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…30,427$1.41M0.02%-22613F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC30,421$1.41M0.43%-53413F-HRTimeline
Advisory Services Network, LLC30,025$1.39M0.02%013F-HRTimeline
WEALTH ALLIANCE, LLC28,662$1.33M0.13%013F-HRTimeline
Chris Bulman Inc27,958$1.3M0.57%-3,75513F-HRTimeline
Bedel Financial Consulting, Inc.27,641$1.28M0.14%013F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…27,428$1.27M0.26%13F-HRTimeline
Vantage Point Financial LLC26,848$1.25M0.45%+4,12413F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.26,135$1.21M0.06%-3,05913F-HRTimelineGroup
Kearns & Associates LLC25,755$1.2M0.62%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV25,646$1.19M<0.01%new13F-HRTimeline
Castle Rock Wealth Management, LLC25,103$1.17M0.25%-59113F-HRTimeline
FSA Advisors, Inc.25,183$1.17M0.81%+90113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC24,656$1.14M0.03%013F-HRTimeline
HBW ADVISORY SERVICES LLC24,523$1.14M0.12%-7,43613F-HRTimeline
ODonnell Financial Services, LLC24,374$1.13M0.39%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC24,312$1.13M<0.01%-23,40213F-HRTimelineGroup
Global Assets Advisory, LLC23,829$1.11M0.32%-6913F-HRTimeline
RFG Advisory, LLC23,706$1.1M0.02%-75813F-HRTimeline
AlphaStar Capital Management, LLC23,667$1.1M0.08%new13F-HRTimeline
WealthPlan Investment Management, LLC23,581$1.09M0.07%new13F-HRTimeline
Merit Financial Group, LLC23,042$1.07M0.01%+15,78113F-HRTimeline
Forty-three Eighteen Advisors, LLC22,964$1.07M0.83%13F-HRTimeline
GTS SECURITIES LLC22,520$1.05M0.04%+12,88613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO22,461$1.04M0.01%013F-HRTimelineGroup
Kingsview Wealth Management, LLC22,360$1.04M0.01%-76013F-HRTimeline
Continuum Advisory, LLC21,639$1M0.1%-413F-HRTimeline
Fragasso Financial Advisors Inc21,347$991K0.06%-6,24313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\21,094$979K<0.01%-4,54513F-HRTimelineGroup
Catalina Capital Group, LLC20,991$975K0.6%013F-HRTimeline
Cardinal Point Capital Management ULC19,478$904K0.06%013F-HRTimeline
Sigma Planning Corp19,348$898K0.02%-39213F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC19,337$898K0.13%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC19,190$891K0.22%013F-HRTimeline
Welch Financial Planning, LLC19,116$888K0.65%13F-HRTimeline
Todd Wealth Management, LLC18,968$881K0.8%13F-HRTimeline
Orion Capital Management LLC18,581$863K0.29%-1613F-HRTimeline
Nikulski Financial, Inc.17,290$803K0.19%-1,08513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC16,807$780K<0.01%new13F-HRTimelineGroup
Wood Tarver Financial Group, LLC16,698$775K0.22%-2,16213F-HRTimeline
City Center Advisors, LLC16,288$756K0.7%+1,16913F-HRTimeline
BIP Wealth, LLC16,142$749K0.03%new13F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC16,051$745K0.18%-1,16413F-HRTimeline
Jessup Wealth Management, Inc15,585$724K0.24%-88713F-HRTimeline
Steward Partners Investment Advisory, L…15,496$719K<0.01%-44013F-HRTimeline
Per Stirling Capital Management, LLC.15,068$700K0.08%013F-HRTimeline
Dynamic Advisor Solutions LLC15,011$697K0.02%-1113F-HRTimeline
MAI Capital Management14,914$692K<0.01%-37,44013F-HRTimeline
XML Financial, LLC14,639$680K0.06%-1,75313F-HRTimeline
J.W. COLE ADVISORS, INC.14,519$674K0.02%013F-HRTimeline
Focus Financial Network, Inc.14,511$674K0.02%-6513F-HRTimeline
DHJJ Financial Advisors, Ltd.14,339$666K0.22%-63913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV13,980$649K0.04%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,942$647K<0.01%new13F-HRTimelineGroup
SageView Advisory Group, LLC13,877$644K0.02%-167,99213F-HRTimeline
Quest 10 Wealth Builders, Inc.13,780$640K0.57%-65713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP12,897$599K0.03%+21613F-HRTimeline
ALTFEST L J & CO INC12,758$592K0.06%013F-HRTimeline
Lineweaver Wealth Advisors, LLC12,677$589K0.08%013F-HRTimeline
Schulz Wealth, LTD.12,501$580K0.37%-4413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,210$567K<0.01%013F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC12,013$558K0.09%013F-HRTimeline
Pinnacle Wealth Management Group, Inc.11,940$554K0.28%013F-HRTimeline
Mariner, LLCin group Mariner, LLC11,668$542K<0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,527$535K<0.01%new13F-HRTimelineGroup
Delta Investment Management, LLC11,501$534K0.09%-6,08713F-HRTimeline
CORRADO ADVISORS, LLC11,341$527K0.26%013F-HRTimeline
Dakota Wealth Management11,243$522K0.01%013F-HR/ATimeline
Alliance Wealth Advisors, LLC11,200$520K0.25%013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC10,793$503K0.14%-95513F-HRTimeline
Sovran Advisors, LLC10,597$496K0.04%013F-HRTimeline
WealthPLAN Partners, LLC10,450$485K0.07%new13F-HRTimeline
Belpointe Asset Management LLC10,345$480K0.02%+5,34413F-HRTimeline
MGO ONE SEVEN LLC10,312$479K0.01%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC10,158$472K<0.01%013F-HRTimelineGroup
GenTrust, LLC10,157$472K0.02%new13F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC9,889$459K0.25%013F-HRTimeline
Caprock Group, LLC9,763$453K0.01%-1,97113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP9,271$430K<0.01%new13F-HR/ATimelineGroup
YARGER WEALTH STRATEGIES, LLC9,200$427K0.18%-25013F-HRTimeline
Allworth Financial LP9,180$426K<0.01%-1,298,96613F-HRTimeline
Tradition Wealth Management, LLC9,133$424K0.03%013F-HRTimeline
Avior Wealth Management, LLC9,125$424K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.9,093$422K0.01%-15,04013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC8,902$413K0.01%-7713F-HR/ATimeline
LaSalle St. Investment Advisors, LLC8,869$411K0.07%013F-HRTimeline
Three Seasons Wealth, LLC8,740$406K0.04%013F-HRTimeline
Galvin, Gaustad & Stein, LLC8,714$405K0.03%new13F-HRTimeline
NorthCrest Asset Manangement, LLC8,322$388K0.01%013F-HRTimeline
TWO SIGMA SECURITIES, LLC8,071$375K0.05%new13F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.8,055$373K<0.01%013F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …7,922$370K0.01%013F-HRTimelineGroup
Cornerstone Wealth Group, LLC7,651$355K0.02%-5,97713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,616$354K<0.01%new13F-HRTimelineGroup
Michels Family Financial, LLC7,600$353K0.26%013F-HRTimeline
Koshinski Asset Management, Inc.7,490$348K0.02%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…7,304$339K0.06%013F-HRTimeline
Clear Point Advisors Inc.7,266$337K0.26%-1,00013F-HRTimeline
RETIREMENT GUYS FORMULA LLC7,163$333K0.15%013F-HRTimeline
Arax Advisory Partners6,992$325K0.01%new13F-HRTimeline
Retirement Planning Group, LLC6,934$322K0.01%013F-HRTimeline
HFG Wealth Management, LLC6,785$315K0.17%013F-HRTimeline
Ashton Thomas Private Wealth, LLC6,533$303K0.01%-69113F-HRTimeline