Skip to content
Disclosery

PJUL INNOVATOR ETFS TRUST

Follow

US EQTY PWR BUF (fund)

271 managers (271 13F filers) reported a position in PJUL shares at 2026-03-31, 17,024,642 shares in all. 21 filers opened a position and 20 filers sold out during the quarter.

Managers
271
13F filers
271
New
21
Added
36
Reduced
137
Sold out
20
Shares held by filers
17,024,642

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.3,159,664$147M0.05%-107,94513F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,419,362$65.2M0.77%+80,33413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC699,927$32.2M0.04%-20,24513F-HRTimeline
BLAIR WILLIAM & CO/IL610,627$28.1M0.08%-23,57913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC456,099$21M0.01%+45,47713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC404,478$18.6M0.01%-27,53313F-HRTimelineGroup
HighTower Advisors, LLC340,997$15.7M0.02%-5,70413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.322,128$14.8M0.02%-127,13813F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth320,826$14.7M0.02%-45,62013F-HRTimelineGroup
Janney Montgomery Scott LLC287,524$13.2M0.03%+8,47413F-HRTimeline
Cetera Investment Advisers272,674$12.5M0.01%-44,58613F-HRTimeline
LPL Financial LLC269,841$12.4M<0.01%-41,44913F-HRTimeline
CWM, LLCin group CWM, LLC249,503$11.5M0.03%-27,71913F-HRTimelineGroup
World Investment Advisors219,629$10.1M0.16%+14,58513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC212,630$9.77M0.04%+6,28313F-HRTimelineGroup
CoreCap Advisors, LLC190,101$8.74M0.3%-2,41213F-HRTimeline
Orion Porfolio Solutions, LLC186,889$8.59M0.07%-31,93413F-HRTimeline
AA Financial Advisors, LLC177,069$8.14M1.15%-3,87813F-HRTimeline
Cambridge Investment Research Advisors,…173,468$7.97M0.02%-16,68113F-HRTimeline
Beacon Pointe Advisors, LLC167,700$7.71M0.04%+80,92713F-HRTimeline
Southland Equity Partners LLC149,468$6.87M1.34%-4313F-HRTimeline
MBL Wealth, LLC148,446$6.82M0.52%-3,06013F-HRTimeline
MML INVESTORS SERVICES, LLC147,229$6.77M0.02%-46,30013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP146,533$6.74M0.01%-4,28113F-HRTimelineGroup
Triad Wealth Partners, LLC142,284$6.54M0.52%+28,30013F-HRTimeline
Horizon Investments, LLC140,610$6.46M0.07%+80,70313F-HRTimeline
Advisory Alpha, LLC138,167$6.35M0.17%-74213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC131,169$6.03M0.11%-28,03013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management129,147$5.94M0.07%-18,49013F-HRTimelineGroup
Cresset Asset Management, LLC125,786$5.78M0.03%+14,35613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC125,073$5.75M0.08%-31413F-HRTimelineGroup
MTM FINANCIAL GROUP, LLC118,479$5.45M2.56%-2,20513F-HRTimeline
Weaver Consulting Group115,809$5.32M1.27%+2,20313F-HRTimeline
Signal Advisors Wealth, LLC112,218$5.16M0.35%+23,72813F-HRTimeline
Talon Private Wealth, LLC110,664$5.09M0.68%13F-HRTimeline
Composition Wealth, LLC92,709$4.26M0.06%-16,15313F-HRTimeline
Vestmark Advisory Solutions, Inc.89,937$4.13M0.05%+14,54413F-HRTimeline
CRA Financial Services, LLC82,703$3.8M0.49%-2,55013F-HRTimeline
OneDigital Investment Advisors LLC80,148$3.68M0.04%-1,86913F-HRTimeline
Keating Financial Advisory Services, In…77,981$3.58M0.58%-12,15613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC73,837$3.48M0.2%+11,24613F-HR/ATimeline
McAdam, LLC74,354$3.42M0.15%-3213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…79,167$3.39M0.01%-459,66813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC72,296$3.32M0.01%-26,40513F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…72,044$3.31M0.19%+35,47213F-HRTimeline
Farther Finance Advisors, LLC70,347$3.25M0.03%-4,92613F-HRTimeline
Certified Advisory Corp70,116$3.22M0.29%-3,93813F-HRTimeline
Straight Path Wealth Management70,045$3.22M0.86%+44013F-HRTimeline
Elmwood Wealth Management, Inc.64,351$2.96M0.82%+4,93813F-HRTimeline
Global Strategic Investment Solutions, …62,903$2.89M0.28%-56,86513F-HRTimeline
COFG Advisors, LLC61,166$2.81M0.7%+27213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management61,113$2.81M0.1%-313F-HRTimelineGroup
Cassady Wealth & Retirement Planning, L…55,929$2.68M1.39%-18013F-HRTimeline
Weaver Capital Management LLC54,819$2.52M0.55%-52013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC53,916$2.48M0.36%-27913F-HRTimeline
Foundations Investment Advisors, LLC51,981$2.39M0.03%-3,82913F-HRTimeline
Rothschild Wealth LLC50,308$2.31M0.21%-1,14813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC48,979$2.25M0.05%-1,48913F-HRTimelineGroup
Midwest Financial Network, LLC47,596$2.19M1.74%-14,33913F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …47,146$2.17M0.34%-11513F-HRTimelineGroup
Bellwether Advisors, LLC46,323$2.13M0.36%-9,01113F-HRTimeline
BCS Wealth Management46,208$2.12M0.43%-49,30213F-HRTimeline
BFI Wealth Solutions, LLC44,756$2.07M1.99%+4,28513F-HRTimeline
CENTAURUS FINANCIAL, INC.44,981$2.07M0.1%-59813F-HRTimeline
WorthPointe, LLC44,801$2.06M0.56%-8,41913F-HRTimeline
KFG WEALTH MANAGEMENT, LLC44,781$2.06M0.27%-5,15413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…44,770$2.06M<0.01%+33,24313F-HRTimelineGroup
Berkshire Money Management, Inc.44,137$2.03M0.21%013F-HRTimeline
Long Island Wealth Management, Inc.44,057$2.03M0.94%-2,08113F-HRTimeline
NewEdge Advisors, LLC43,084$1.98M0.01%-46213F-HR/ATimeline
Capital Square, LLC41,302$1.97M0.91%-3,01713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC41,990$1.93M0.05%-49713F-HRTimelineGroup
Jacobi Capital Management LLC41,688$1.92M0.11%013F-HRTimeline
Lakeridge Wealth Management LLC41,392$1.9M0.82%-45013F-HRTimeline
Outlook Wealth Advisors, LLC40,776$1.87M0.45%013F-HRTimeline
Atria Investments, Inc39,843$1.83M0.02%+1,05513F-HRTimeline
Fortune Financial Advisors, LLC39,807$1.83M0.93%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.39,606$1.82M0.03%+30,51313F-HRTimeline
IFP Advisors, Inc39,559$1.82M0.04%-36,11413F-HRTimeline
Chicago Partners Investment Group LLC37,564$1.79M0.04%-3,77613F-HRTimeline
Trek Financial, LLC38,244$1.76M0.09%-55513F-HRTimeline
Cypress Wealth Services, LLC38,167$1.75M0.25%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC37,406$1.72M0.02%-94213F-HRTimelineGroup
Wisconsin Wealth Advisors, LLC36,820$1.69M1.66%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS36,654$1.68M<0.01%-1,88713F-HRTimeline
Diligent Investors, LLC36,391$1.67M0.41%-50513F-HRTimeline
ARS Wealth Advisors Group, LLC35,038$1.61M0.14%-2,50113F-HRTimeline
Cornerstone Planning Group LLC33,196$1.59M0.21%013F-HRTimeline
AE Wealth Management LLC34,241$1.57M0.01%-4,31013F-HRTimeline
Vantage Point Financial LLC33,953$1.56M0.55%+7,10513F-HRTimeline
Fortune Financial Group, Inc.33,811$1.55M1.4%+413F-HRTimeline
Compass Advisory Group LLC32,232$1.48M0.4%-481,95013F-HRTimeline
Integrity Advisory Solutions, LLC32,204$1.48M0.2%-7,40913F-HRTimeline
Keystone Wealth Services, LLC32,160$1.48M0.32%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV31,810$1.46M0.08%-7813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…30,105$1.38M0.02%-32213F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC30,053$1.38M0.4%-36813F-HRTimeline
Ascent Wealth Partners, LLC29,072$1.34M0.16%-7,34613F-HRTimeline
Advisory Services Network, LLC28,980$1.33M0.02%-1,04513F-HRTimeline
FSA WEALTH PARTNERS, INC.28,762$1.32M0.63%new13F-HRTimeline
WealthPlan Investment Management, LLC28,294$1.3M0.07%+4,71313F-HRTimeline
Mutual Advisors, LLC27,094$1.25M0.03%-7,58813F-HRTimeline
Bedel Financial Consulting, Inc.26,791$1.23M0.14%-85013F-HRTimeline
Kearns & Associates LLC25,755$1.18M0.64%013F-HRTimeline
Merit Financial Group, LLC25,549$1.17M0.01%+2,50713F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.25,439$1.17M0.07%-69613F-HRTimelineGroup
Castle Rock Wealth Management, LLC25,103$1.16M0.25%013F-HRTimeline
Chris Bulman Inc25,051$1.15M0.5%-2,90713F-HRTimeline
FSA Advisors, Inc.24,957$1.15M0.76%-22613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC24,656$1.13M0.03%013F-HR/ATimeline
ODonnell Financial Services, LLC24,374$1.12M0.39%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC23,639$1.09M<0.01%-67313F-HRTimelineGroup
Global Assets Advisory, LLC23,554$1.08M0.31%-27513F-HRTimeline
Cornerstone Wealth, LLC/TN22,248$1.06M0.6%13F-HRTimeline
Forty-three Eighteen Advisors, LLC22,964$1.06M0.79%013F-HRTimeline
RFG Advisory, LLC22,868$1.05M0.02%-83813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO22,461$1.03M0.01%013F-HRTimelineGroup
WEALTH ALLIANCE, LLC22,240$1.02M0.1%-6,42213F-HRTimeline
Fragasso Financial Advisors Inc21,530$997K0.06%+18313F-HRTimeline
Prossimo Advisors, LLC21,554$991K6.03%new13F-HRTimeline
Kingsview Wealth Management, LLC21,290$979K0.01%-1,07013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\21,094$970K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC20,352$936K0.09%-1,28713F-HRTimeline
Orion Capital Management LLC19,757$908K0.31%+1,17613F-HRTimeline
Dynamic Advisor Solutions LLC19,725$907K0.03%+4,71413F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC19,337$889K0.12%013F-HRTimeline
Sigma Planning Corp19,144$880K0.02%-20413F-HRTimeline
Todd Wealth Management, LLC18,968$872K0.79%013F-HRTimeline
Cardinal Point Capital Management ULC18,408$846K0.05%-1,07013F-HRTimeline
Creative Planningin group Creative Planning18,325$842K<0.01%new13F-HRTimelineGroup
Welch Financial Planning, LLC18,222$838K0.6%-89413F-HRTimeline
Nikulski Financial, Inc.17,240$792K0.2%-5013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC17,190$790K0.21%-2,00013F-HRTimeline
Catalina Capital Group, LLC16,892$776K0.48%-4,09913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC16,807$773K<0.01%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV16,793$772K<0.01%-8,85313F-HRTimeline
Encompass More Asset Management16,792$772K0.13%-29,71013F-HRTimeline
City Center Advisors, LLC16,502$759K0.7%+21413F-HRTimeline
Wood Tarver Financial Group, LLC16,508$758K0.21%-19013F-HRTimeline
BIP Wealth, LLC16,017$736K0.03%-12513F-HRTimeline
Steward Partners Investment Advisory, L…15,446$710K<0.01%-5013F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC15,339$705K0.16%-71213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,038$691K<0.01%+1,09613F-HRTimelineGroup
Per Stirling Capital Management, LLC.14,854$683K0.08%-21413F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA14,530$668K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.14,339$659K0.22%013F-HRTimeline
MAI Capital Management13,914$640K<0.01%-1,00013F-HRTimeline
SageView Advisory Group, LLC13,877$638K0.02%013F-HRTimeline
Jessup Wealth Management, Inc13,821$635K0.23%-1,76413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV13,640$627K0.04%-34013F-HRTimeline
Quest 10 Wealth Builders, Inc.13,485$620K0.54%-29513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP12,897$593K0.03%013F-HRTimeline
ALTFEST L J & CO INC12,758$586K0.06%013F-HRTimeline
Lineweaver Wealth Advisors, LLC12,677$583K0.08%013F-HRTimeline
Focus Financial Network, Inc.12,558$577K0.02%-1,95313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,210$561K<0.01%013F-HRTimelineGroup
XML Financial, LLC12,174$560K0.05%-2,46513F-HRTimeline
WealthPLAN Partners, LLC12,024$553K0.11%+1,57413F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC12,013$552K0.09%013F-HRTimeline
Caprock Group, LLC11,950$549K0.01%+2,18713F-HRTimeline
CORRADO ADVISORS, LLC11,341$521K0.27%013F-HRTimeline
Dakota Wealth Management11,243$517K0.01%013F-HR/ATimeline
Alliance Wealth Advisors, LLC11,200$515K0.24%013F-HRTimeline
Pinnacle Wealth Management Group, Inc.11,080$509K0.25%-86013F-HRTimeline
Sovran Advisors, LLC10,597$508K0.04%013F-HRTimeline
Belpointe Asset Management LLC10,345$476K0.02%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC10,158$467K<0.01%013F-HRTimelineGroup
GenTrust, LLC10,157$467K0.02%013F-HRTimeline
Arkadios Wealth Advisors9,979$459K0.01%new13F-HRTimeline
LaSalle St. Investment Advisors, LLC9,848$453K0.06%+97913F-HRTimeline
PFG Advisors9,674$445K0.02%-31,49513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP9,271$426K<0.01%013F-HRTimelineGroup
Allworth Financial LP9,174$422K<0.01%-613F-HRTimeline
YARGER WEALTH STRATEGIES, LLC8,821$405K0.16%-37913F-HRTimeline
Summit Financial, LLC8,809$405K0.01%new13F-HRTimeline
Private Advisor Group, LLC8,721$401K<0.01%new13F-HRTimeline
Avior Wealth Management, LLC8,659$398K0.01%-46613F-HRTimeline
Tradition Wealth Management, LLC8,556$393K0.03%-57713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding8,090$386K+168Timeline
Three Seasons Wealth, LLC8,370$385K0.15%-37013F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC8,258$380K0.2%-1,63113F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.8,055$369K<0.01%013F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC8,026$369K0.03%new13F-HRTimelineGroup
HRT FINANCIAL LP7,634$350K<0.01%new13F-HRTimeline
Michels Family Financial, LLC7,600$349K0.25%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,507$345K<0.01%-10913F-HRTimelineGroup
Koshinski Asset Management, Inc.7,490$344K0.02%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…7,304$336K0.05%013F-HRTimeline
Integrated Wealth Concepts LLC7,209$331K<0.01%new13F-HRTimeline
RETIREMENT GUYS FORMULA LLC7,163$329K0.15%013F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…7,142$328K0.29%-20,28613F-HRTimeline
Blue Water Asset Management7,120$327K0.11%-41,39013F-HRTimeline
LeClair Wealth Partners LLC7,120$327K0.11%new13F-HRTimeline
Arax Advisory Partners6,992$321K0.01%013F-HRTimeline
Retirement Planning Group, LLC6,934$319K0.01%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC6,671$307K0.02%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,537$300K<0.01%+2413F-HR/ATimelineGroup
Ashton Thomas Private Wealth, LLC6,528$300K0.01%-513F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC6,378$293K0.08%013F-HRTimeline
Triton Financial Group Inc6,342$293K0.51%new13F-HRTimeline