Skip to content
Disclosery

PJUN INNOVATOR ETFS TRUST

Follow

US EQTY PWR BUF (fund)

194 managers (195 13F filers) reported a position in PJUN shares at 2026-06-30, 17,628,725 shares in all. 40 filers opened a position and 8 filers sold out during the quarter.

Managers
194
13F filers
195
New
40
Added
92
Reduced
33
Sold out
8
Shares held by filers
17,628,725

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.2,868,175$120M0.04%+86,82813F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,648,164$71.2M0.55%+77,22013F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,418,700$61.3M0.31%+1,416,99313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC885,095$38.3M0.05%+333,58313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.874,793$37.8M0.04%+377,44413F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management859,291$37.1M0.37%+662,59913F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth597,288$25.8M0.03%+165,68713F-HRTimelineGroup
HighTower Advisors, LLC448,389$19.4M0.02%+23,96113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC358,570$15.5M<0.01%+107,22713F-HRTimelineGroup
Cetera Investment Advisers325,299$14.1M0.01%+102,34913F-HRTimeline
Lineweaver Wealth Advisors, LLC313,623$13.6M1.61%+13,33513F-HRTimeline
Advisory Alpha, LLC309,557$13.4M0.33%+160,92913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC265,533$11.5M<0.01%+66,09913F-HRTimelineGroup
LPL Financial LLC252,975$10.9M<0.01%+40,86213F-HRTimeline
BLAIR WILLIAM & CO/IL209,877$9.07M0.02%+119,41413F-HRTimeline
CoreCap Advisors, LLC209,382$9.05M0.27%+12,49813F-HRTimeline
MAI Capital Management196,679$8.5M0.03%+176,75813F-HRTimeline
McAdam, LLC188,689$8.16M0.32%+1,18913F-HRTimeline
Beacon Pointe Advisors, LLC186,800$8.08M0.04%+41,34313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC186,603$8.07M0.03%+9,88613F-HRTimelineGroup
Chris Bulman Inc180,016$7.78M2.84%+19,70613F-HRTimeline
Bellwether Advisors, LLC171,305$7.41M1.1%+56,01913F-HRTimeline
Cassady Wealth & Retirement Planning, L…162,215$7.01M3.26%+118,60713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP156,243$6.75M0.01%+23,10113F-HRTimelineGroup
Dakota Wealth Management155,191$6.71M0.13%+142,37413F-HRTimeline
Weaver Consulting Group129,631$5.6M1.15%+22,98613F-HRTimeline
MML INVESTORS SERVICES, LLC120,228$5.2M0.01%+50,21913F-HRTimeline
Weaver Capital Management LLC117,127$4.9M1.08%013F-HRTimeline
ARS Wealth Advisors Group, LLC110,772$4.79M0.37%-42713F-HRTimeline
MTM FINANCIAL GROUP, LLC109,598$4.74M2.03%+1713F-HRTimeline
Southland Equity Partners LLC88,151$3.81M0.67%-1,56913F-HRTimeline
Keating Financial Advisory Services, In…85,262$3.69M0.49%+3,02013F-HRTimeline
OneDigital Investment Advisors LLC84,468$3.65M0.03%+9,96013F-HRTimeline
SYON CAPITAL LLC79,430$3.43M0.15%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC78,415$3.39M0.06%+2,50013F-HRTimeline
Cambridge Investment Research Advisors,…77,148$3.33M0.01%+2,33313F-HR/ATimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV73,902$3.19M0.15%+35,47913F-HRTimeline
Cresset Asset Management, LLC66,493$2.87M0.01%+28,16113F-HRTimeline
KFG WEALTH MANAGEMENT, LLC63,148$2.73M0.31%+23,08613F-HRTimeline
Ashton Thomas Private Wealth, LLC62,434$2.7M0.06%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.61,614$2.66M0.04%+55,85913F-HRTimeline
YARGER WEALTH STRATEGIES, LLC60,872$2.65M0.95%+34213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding60,098$2.59MnewTimeline
WEALTH ALLIANCE, LLC59,228$2.56M0.21%+9,66313F-HRTimeline
Berkshire Money Management, Inc.58,061$2.51M0.23%-52,13613F-HRTimeline
CORRADO ADVISORS, LLC56,740$2.45M1.13%+17,34913F-HRTimeline
Cape Investment Advisory, Inc.50,500$2.18M0.58%+8,97513F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …49,358$2.13M0.3%+31,78013F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC49,201$2.13M0.04%-77213F-HRTimeline
Ethos Financial Group, LLC49,596$2.12M0.14%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC48,114$2.08M0.04%+26,77713F-HRTimelineGroup
Castle Rock Wealth Management, LLC45,648$1.97M0.39%+72113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC45,472$1.97M0.02%-1,65013F-HRTimelineGroup
BROWN WEALTH MANAGEMENT, LLC45,416$1.96M0.44%+38,06913F-HRTimeline
IFP Advisors, Inc45,293$1.96M0.04%+10,19013F-HRTimeline
Outlook Wealth Advisors, LLC43,024$1.86M0.4%+2,36513F-HRTimeline
COFG Advisors, LLC40,731$1.76M0.3%+7,32613F-HRTimeline
Integrity Advisory Solutions, LLC39,829$1.72M0.18%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS39,747$1.72M<0.01%-2913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…36,939$1.61M<0.01%+19,91513F-HRTimeline
AE Wealth Management LLC35,363$1.53M0.01%-1,03913F-HRTimeline
Janney Montgomery Scott LLC35,051$1.51M<0.01%new13F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC34,031$1.47M0.69%+6,78113F-HRTimeline
Arkadios Wealth Advisors32,993$1.43M0.02%+27,77013F-HRTimeline
BFI Wealth Solutions, LLC32,916$1.42M1.05%+1,35913F-HRTimeline
Pinnacle Wealth Management Group, Inc.31,800$1.37M0.64%-30,90513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,672$1.37M<0.01%+7,93913F-HRTimelineGroup
World Investment Advisors31,920$1.35M0.02%013F-HRTimeline
Patriot Financial Group Insurance Agenc…30,450$1.32M0.14%-24,24013F-HRTimeline
WPWealth LLP30,176$1.3M0.19%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC30,057$1.3M<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…29,844$1.29M0.01%+18,67413F-HRTimelineGroup
Merit Financial Group, LLC29,249$1.26M0.01%+36913F-HR/ATimeline
Hardworking Capital Advisors, LLC29,147$1.26M1.03%-1,02713F-HRTimeline
Global Assets Advisory, LLC28,890$1.25M0.27%+13,86713F-HRTimeline
Cornerstone Wealth Group, LLC28,903$1.25M0.07%+3,52313F-HRTimeline
NewEdge Advisors, LLC28,441$1.23M<0.01%+8,83413F-HRTimeline
BCS Wealth Management28,301$1.22M0.22%-1,61113F-HRTimeline
Nikulski Financial, Inc.28,045$1.21M0.26%+14,95513F-HRTimeline
HB Wealth Management, LLC28,005$1.21M0.01%new13F-HRTimeline
Arax Advisory Partners27,394$1.18M0.01%+19,60413F-HRTimeline
GILL CAPITAL PARTNERS, LLC27,125$1.17M0.31%+9,53513F-HRTimeline
Blue Water Asset Management27,097$1.17M0.38%+65613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC26,696$1.15M<0.01%+14,75513F-HRTimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.26,674$1.15M0.01%+18,02413F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC26,406$1.14M0.05%013F-HRTimeline
Foundations Investment Advisors, LLC26,307$1.14M0.01%+13,44613F-HRTimeline
Chicago Partners Investment Group LLC25,198$1.08M0.02%-4,89013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC24,839$1.07M0.01%+1,60013F-HRTimelineGroup
BIP Wealth, LLC24,366$1.05M0.03%-5613F-HRTimeline
Advisory Services Network, LLC24,149$1.04M0.01%+1,45013F-HRTimeline
Bright Futures Wealth Management, LLC.23,266$1.01M0.65%new13F-HRTimeline
CRA Financial Services, LLC22,870$989K0.11%-40013F-HRTimeline
PFG Advisors22,399$968K0.05%new13F-HRTimeline
Tradition Wealth Management, LLC21,502$930K0.06%+4,02813F-HRTimeline
Focus Financial Network, Inc.21,305$921K0.03%013F-HRTimeline
DHJJ Financial Advisors, Ltd.21,099$912K0.26%-30113F-HRTimeline
Annis Gardner Whiting Capital Advisors,…20,875$902K0.14%013F-HRTimeline
Trek Financial, LLC20,666$893K0.04%+13,34013F-HRTimeline
Farther Finance Advisors, LLC20,591$890K0.01%+68313F-HRTimeline
Diligent Investors, LLC20,126$870K0.19%+3,24013F-HRTimeline
Atlantic Private Wealth, LLC19,726$853K0.52%new13F-HRTimeline
Pacific Park Financial, Inc.19,635$849K0.49%-26013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management18,908$817K0.02%+90613F-HRTimelineGroup
OLD MISSION CAPITAL LLC18,624$805K0.02%-71913F-HRTimeline
RFG Advisory, LLC18,530$801K0.01%-7713F-HRTimeline
Quest 10 Wealth Builders, Inc.18,077$781K0.61%+8813F-HRTimeline
Advisory Advocates, LLC18,006$778K0.67%new13F-HRTimeline
Cornerstone Wealth, LLC/TN17,484$761K0.38%+1,43013F-HRTimeline
Fragasso Financial Advisors Inc16,936$732K0.04%-39913F-HRTimeline
Valmark Advisers, Inc.16,729$723K0.01%+7,82413F-HRTimeline
Cypress Wealth Services, LLC16,602$718K0.09%+6,91813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC15,212$658K0.01%new13F-HRTimeline
Global Strategic Investment Solutions, …14,895$644K0.06%013F-HRTimeline
FSA Advisors, Inc.14,744$637K0.29%+2,31213F-HR/ATimeline
ATTICUS WEALTH MANAGEMENT, LLC14,559$629K0.15%-1,27913F-HRTimeline
Ponta Wealth Partners, LLC14,195$614K0.33%new13F-HRTimeline
Garden State Investment Advisory Servic…13,585$587K0.12%013F-HRTimeline
MGO ONE SEVEN LLC13,381$578K0.01%+513F-HRTimeline
Orion Capital Management LLC13,370$578K0.18%-40013F-HRTimeline
Cardinal Point Capital Management ULC12,770$552K0.03%013F-HRTimeline
Blue Sky Capital Consultants Group, Inc.12,770$552K0.24%+6,63913F-HRTimeline
Belpointe Asset Management LLC12,396$536K0.02%+2,25413F-HRTimeline
Global Retirement Partners, LLC12,158$526K0.01%13F-HRTimeline
Liberty Atlantic Advisors LLC12,109$523K0.38%-11413F-HRTimeline
Fortune Financial Group, Inc.11,509$498K0.39%+68313F-HRTimeline
Ballast Rock Private Wealth LLC11,324$490K0.23%+2,61013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC11,243$486K0.06%-11813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,100$480K<0.01%-3,28013F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC11,049$478K0.02%new13F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC10,557$456K0.08%-3013F-HRTimeline
REICON WEALTH ADVISORS, LLC9,996$432K0.27%new13F-HRTimeline
BCGM Wealth Management, LLC9,979$431K0.09%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC9,382$406K0.01%new13F-HRTimeline
Beacon Financial Advisory LLC9,300$402K0.08%013F-HRTimeline
Galvin, Gaustad & Stein, LLC9,092$393K0.03%+3,22313F-HRTimeline
Odyssey Group, LLC9,000$389K0.11%13F-HRTimeline
Sequoia Financial Advisors, LLC8,974$388K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.8,955$387K0.16%013F-HRTimeline
Quantinno Capital Management LP8,905$385K<0.01%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC8,640$373K0.04%new13F-HRTimeline
Summit Financial, LLC8,370$362K<0.01%+2,09713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC8,288$359K0.01%013F-HRTimelineGroup
Faithward Advisors, LLC7,764$336K0.04%-1,98113F-HRTimeline
Clay Northam Wealth Management, LLC7,530$326K0.16%+60013F-HRTimeline
Jacobi Capital Management LLC7,260$314K0.02%013F-HRTimeline
Retirement Planning Group, LLC7,160$310K0.01%-81813F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.6,588$285K0.02%-1513F-HRTimelineGroup
Jessup Wealth Management, Inc6,504$281K0.08%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,350$275K<0.01%+1,00013F-HRTimelineGroup
TrustBankin group TrustBank6,325$273K0.09%new13F-HRTimelineGroup
Lakeridge Wealth Management LLC6,246$270K0.1%new13F-HRTimeline
Firestone Capital Management6,005$260K0.05%013F-HRTimeline
Sigma Planning Corp5,929$256K0.01%+30013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…5,670$245K<0.01%013F-HRTimeline
Visionary Wealth Advisors5,370$232K0.01%-11513F-HRTimeline
Straight Path Wealth Management5,354$231K0.05%013F-HRTimeline
Mutual Advisors, LLC5,344$231K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,295$229K0.01%+50013F-HRTimeline
Capital Square, LLC5,259$229K0.1%new13F-HRTimeline
WealthPlan Investment Management, LLC5,249$227K0.01%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,238$226K0.01%+14013F-HRTimeline
Simplicity Wealth,LLC5,221$226K0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,200$225K<0.01%-59613F-HRTimelineGroup
Fiduciary Alliance LLC5,179$224K0.02%013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO5,175$224K<0.01%new13F-HRTimelineGroup
Signet Private Wealth LLC5,098$220K0.18%new13F-HRTimeline
Rothschild Wealth LLC4,936$213K0.02%new13F-HRTimeline
Ascent Wealth Partners, LLC4,855$210K0.02%new13F-HRTimeline
Three Seasons Wealth, LLC4,745$205K0.02%new13F-HRTimeline
Helium Advisors LLC4,650$201K0.17%new13F-HRTimeline
Continuum Advisory, LLC4,638$201K0.02%new13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC4,348$188K0.08%new13F-HRTimeline
Integrity Financial Corp /WA3,655$158K0.08%013F-HRTimeline
AdvisorNet Financial, Inc3,600$156K0.01%+1,75213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,450$149K<0.01%013F-HRTimelineGroup
PlanVest Financial, Inc2,583$112K0.07%013F-HRTimeline
CITY HOLDING CO2,180$94.2K0.01%+1,75013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC2,100$90.8K0.06%-1,00013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS1,940$83.9K0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,738$75.1K<0.01%-14513F-HRTimelineGroup
Financial Network Wealth Advisors LLC1,645$71.1K0.07%+1,15013F-HRTimeline
Integrated Wealth Concepts LLC1,577$68.2K<0.01%new13F-HRTimeline
WealthShield Partners, LLC1,432$61.9K0.01%+92013F-HRTimeline
RED REEF ADVISORS LLC1,151$49.8K0.05%013F-HRTimeline
Lloyd Advisory Services, LLC.1,030$44.5K0.02%new13F-HRTimeline
Bernard Wealth Management Corp.840$36.3K0.01%-7113F-HRTimeline
Capital Investment Advisory Services, L…574$24.8K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC397$17.2K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO272$11.8K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…240$10.4K<0.01%new13F-HRTimelineGroup
Archer Investment Corp230$9.94K<0.01%new13F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…140$6.05K<0.01%013F-HRTimelineGroup
COMPASS FINANCIAL MANAGEMENT LLC58$2.56K<0.01%13F-HRTimeline