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Disclosery

PJUN INNOVATOR ETFS TRUST

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US EQTY PWR BUF (fund)

156 managers (156 13F filers) reported a position in PJUN shares at 2025-03-31, 11,536,625 shares in all. 12 filers opened a position and 16 filers sold out during the quarter.

Managers
156
13F filers
156
New
12
Added
16
Reduced
77
Sold out
16
Shares held by filers
11,536,625

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.2,662,868$98.6M0.04%-66,30813F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,294,331$47.9M0.85%+44,80213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC446,386$16.5M0.02%+16,23013F-HRTimeline
HighTower Advisors, LLC439,151$16.3M0.02%-1,18813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.394,177$14.6M0.03%+45,72113F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management375,242$13.9M0.2%-13,28613F-HRTimelineGroup
Lineweaver Wealth Advisors, LLC313,591$11.6M1.98%-2,54513F-HRTimeline
NorthCoast Asset Management LLC309,813$11.5M0.06%-11,75613F-HR/ATimeline
Chris Bulman Inc287,148$10.6M6.71%-12,52513F-HRTimeline
McAdam, LLC204,395$7.56M0.47%-1,22513F-HRTimeline
Cetera Investment Advisers199,568$7.39M0.01%-1,78513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC187,340$6.93M<0.01%-13,83113F-HRTimelineGroup
LPL Financial LLC178,233$6.6M<0.01%+101,08613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP170,002$6.29M0.01%-68713F-HRTimelineGroup
BLAIR WILLIAM & CO/IL157,799$5.84M0.02%+4,53913F-HRTimeline
Advisory Alpha, LLC153,235$5.67M0.19%+2,74313F-HR/ATimeline
Weaver Capital Management LLC138,146$5.11M1.36%-133,78813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC130,175$4.82M<0.01%-65,70613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC125,914$4.66M0.02%-34,02113F-HRTimelineGroup
MTM FINANCIAL GROUP, LLC109,910$4.07M2.38%+7,78813F-HRTimeline
ARS Wealth Advisors Group, LLC109,832$4.06M0.57%-27,49013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…109,638$4.06M0.01%+61,03613F-HRTimelineGroup
WPWealth LLP109,264$4.04M0.8%013F-HRTimeline
Bellwether Advisors, LLC108,077$4M0.84%-19,94313F-HRTimeline
Weaver Consulting Group103,909$3.85M1.16%-65913F-HRTimeline
CoreCap Advisors, LLC98,450$3.64M0.16%-1,57113F-HRTimeline
Southland Equity Partners LLC94,167$3.49M0.81%013F-HRTimeline
Clear Point Advisors Inc.92,919$3.44M3.09%-2,34113F-HRTimeline
Beacon Pointe Advisors, LLC87,291$3.23M0.04%-40,68313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC78,136$2.89M0.1%013F-HRTimeline
Cambridge Investment Research Advisors,…76,063$2.81M0.01%-60,49513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…75,212$2.78M0.01%-28,78213F-HRTimeline
YARGER WEALTH STRATEGIES, LLC73,183$2.71M1.58%-50213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth68,644$2.54M0.01%-17,31113F-HR/ATimelineGroup
Forvis Mazars Wealth Advisors, LLC68,088$2.52M0.06%-21,56213F-HRTimeline
Pinnacle Wealth Management Group, Inc.54,480$2.02M1.41%-1,35013F-HRTimeline
WEALTH ALLIANCE, LLC50,111$1.85M0.22%-1,00013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC47,106$1.74M0.32%-8,19213F-HRTimeline
OneDigital Investment Advisors LLC47,093$1.74M0.02%-24013F-HRTimeline
TOWNSQUARE CAPITAL LLC47,069$1.74M0.02%-1,84313F-HRTimeline
Cape Investment Advisory, Inc.46,125$1.71M0.68%-10013F-HRTimeline
AE Wealth Management LLC45,265$1.68M0.01%-4,71313F-HRTimeline
Castle Rock Wealth Management, LLC44,727$1.66M0.45%-29513F-HRTimeline
MML INVESTORS SERVICES, LLC43,100$1.59M0.01%-7,32613F-HRTimeline
Outlook Wealth Advisors, LLC40,494$1.5M0.42%+2,93513F-HRTimeline
Janney Montgomery Scott LLC37,306$1.38M<0.01%-3,45913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV37,298$1.38M0.11%+66913F-HRTimeline
Cresset Asset Management, LLC37,252$1.38M0.01%-5,68913F-HRTimeline
Strategic Blueprint, LLC36,305$1.34M0.07%-5,00913F-HRTimeline
Chicago Partners Investment Group LLC35,553$1.32M0.04%013F-HRTimeline
RFG Advisory, LLC33,758$1.25M0.03%-3,32613F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC32,835$1.22M0.42%-1,84313F-HRTimeline
IFP Advisors, Inc32,574$1.21M0.04%-3,30013F-HRTimeline
Cornerstone Wealth Group, LLC30,614$1.13M0.09%-1,44113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC28,403$1.05M0.07%013F-HRTimeline
BCS Wealth Management27,910$1.03M0.27%-3,86113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS27,838$1.03M<0.01%013F-HRTimeline
Patriot Financial Group Insurance Agenc…27,258$1.01M0.14%-1,10513F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC27,250$1.01M0.71%-37,96413F-HRTimeline
CRA Financial Services, LLC26,170$969K0.17%-4,38513F-HRTimeline
MAI Capital Management24,261$898K0.01%-40,12813F-HRTimeline
HARBOUR INVESTMENTS, INC.24,235$897K0.03%-52913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC22,940$849K0.01%-213F-HRTimelineGroup
JDM Financial Group LLC21,447$794K0.4%013F-HRTimeline
Berkshire Money Management, Inc.21,123$782K0.09%013F-HRTimeline
Focus Financial Network, Inc.20,882$773K0.03%-1,42813F-HRTimeline
Tradition Wealth Management, LLC20,848$772K0.07%013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC20,722$767K0.54%013F-HRTimeline
Quest 10 Wealth Builders, Inc.19,090$713K0.76%013F-HRTimeline
Fragasso Financial Advisors Inc19,110$707K0.05%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management17,922$663K0.02%-6,31213F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC17,711$655K0.02%-6,77713F-HRTimelineGroup
World Investment Advisors17,152$635K0.02%013F-HRTimeline
DHJJ Financial Advisors, Ltd.16,847$624K0.25%-59013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC16,751$620K<0.01%-2,80813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/16,587$614K<0.01%013F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …16,474$610K0.14%-4113F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.16,376$606K0.02%-4,45413F-HRTimeline
Cardinal Point Capital Management ULC16,230$601K0.06%-19,01013F-HRTimeline
WorthPointe, LLC15,930$590K0.27%-613F-HRTimeline
Global Strategic Investment Solutions, …14,944$553K0.06%013F-HRTimeline
Arax Advisory Partners14,927$552K0.04%-20413F-HRTimeline
NewEdge Advisors, LLC14,721$545K<0.01%-11,59513F-HRTimeline
Orion Capital Management LLC14,720$545K0.23%+12013F-HRTimeline
Faithward Advisors, LLC14,635$542K0.09%-72213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC14,302$529K<0.01%013F-HRTimelineGroup
HRT FINANCIAL LP13,895$514K<0.01%new13F-HRTimeline
OLD MISSION CAPITAL LLC13,790$510K0.01%new13F-HRTimeline
Atria Wealth Solutions, Inc.13,590$503K0.01%-7,12613F-HRTimeline
Garden State Investment Advisory Servic…13,585$503K0.16%-2,00013F-HRTimeline
GILL CAPITAL PARTNERS, LLC13,577$502K0.17%013F-HRTimeline
Valmark Advisers, Inc.13,216$489K0.01%-2,86113F-HRTimeline
Kingsview Wealth Management, LLC12,959$480K0.01%-6,38913F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC12,881$477K0.14%-32913F-HRTimeline
Dakota Wealth Management12,817$474K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,803$474K<0.01%new13F-HRTimelineGroup
Continuum Advisory, LLC12,629$467K0.06%+1,66313F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.12,076$447K0.02%-107,52913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,945$442K<0.01%-22413F-HRTimelineGroup
Nikulski Financial, Inc.11,855$439K0.13%013F-HRTimeline
Cypress Wealth Services, LLC11,472$425K0.09%-1,35013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC11,404$422K0.08%-26113F-HRTimeline
Diligent Investors, LLC11,352$420K0.1%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.11,167$413K<0.01%-2,15013F-HRTimeline
FSA Advisors, Inc.11,143$410K0.33%-40613F-HRTimeline
Jacobi Capital Management LLC10,850$402K0.03%013F-HRTimeline
Balboa Wealth Partners10,654$394K0.1%013F-HRTimeline
BCGM Wealth Management, LLC9,979$369K0.11%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.9,780$362K0.01%new13F-HRTimeline
Advisory Services Network, LLC9,650$357K0.01%-1,28713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC9,646$357K0.01%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,630$356K0.01%+22113F-HRTimeline
Foundations Investment Advisors, LLC9,608$356K0.01%+83513F-HRTimeline
LEIGH BALDWIN & CO., LLC9,475$351K0.28%013F-HRTimeline
TFO Wealth Partners, LLC8,977$332K0.07%new13F-HRTimeline
Sequoia Financial Advisors, LLC8,974$332K<0.01%-4,21613F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC8,909$330K0.11%013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…8,800$326K<0.01%013F-HRTimeline
Elmwood Wealth Management, Inc.7,950$294K0.12%-1,35013F-HRTimeline
Beacon Financial Advisory LLC7,750$287K0.09%013F-HRTimeline
Retirement Planning Group, LLC7,620$282K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC7,599$282K0.01%013F-HRTimelineGroup
Trek Financial, LLC7,355$272K0.02%+2413F-HRTimeline
UBS Group AGin group UBS Group AG7,147$265K<0.01%new13F-HRTimelineGroup
Clay Northam Wealth Management, LLC6,685$247K0.17%013F-HRTimeline
Integrity Financial Corp /WA6,398$237K0.13%013F-HRTimeline
Straight Path Wealth Management6,397$237K0.1%013F-HRTimeline
Bedel Financial Consulting, Inc.6,294$232K0.03%013F-HRTimeline
Visionary Wealth Advisors6,251$231K0.01%013F-HRTimeline
Farther Finance Advisors, LLC6,077$225K0.01%+42313F-HRTimeline
Firestone Capital Management6,005$222K0.06%013F-HRTimeline
WealthPlan Investment Management, LLC5,444$201K0.02%-1,27413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,701$174K0.01%-57913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,115$154K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…3,949$146K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC3,326$123K0.04%013F-HRTimeline
Financial Network Wealth Advisors LLC2,802$104K0.14%013F-HRTimeline
AdvisorNet Financial, Inc2,084$77.1K0.01%-3,00013F-HRTimeline
Atlantic Private Wealth, LLC2,000$74K0.05%new13F-HRTimeline
Wagner Wealth Management, LLC1,990$73.7K0.02%013F-HRTimeline
NorthRock Partners, LLC1,629$60.3K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,593$59K<0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC1,235$45.7K<0.01%new13F-HR/ATimelineGroup
Bernard Wealth Management Corp.911$33.7K0.02%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN879$32.5K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…446$16.5K<0.01%-3013F-HRTimeline
CITY HOLDING CO430$15.9K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC350$13K0.01%013F-HRTimeline
WealthShield Partners, LLC330$12.2K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO272$10.1K<0.01%013F-HRTimelineGroup
Park Square Financial Group, LLC138$5.11K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC125$5K<0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.133$4.92K<0.01%013F-HRTimeline
New Millennium Group LLC31$1.15K<0.01%013F-HRTimeline
TSFG, LLC18$1K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.