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Disclosery

PJUN INNOVATOR ETFS TRUST

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US EQTY PWR BUF (fund)

168 managers (168 13F filers) reported a position in PJUN shares at 2025-12-31, 14,009,302 shares in all. 13 filers opened a position and 12 filers sold out during the quarter.

Managers
168
13F filers
168
New
13
Added
16
Reduced
75
Sold out
12
Shares held by filers
14,009,302

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.2,852,450$119M0.04%-70,98213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,539,298$64.5M0.09%-38,47413F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,482,024$62.1M0.74%-36,28713F-HRTimelineGroup
Berkshire Money Management, Inc.637,168$26.7M2.55%+1,44713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.571,392$23.9M0.03%-50,03313F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth449,124$18.8M0.02%+394,16213F-HRTimelineGroup
HighTower Advisors, LLC425,087$17.8M0.02%-8,26713F-HRTimeline
Lineweaver Wealth Advisors, LLC300,857$12.6M1.72%-1,67513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC263,218$11M<0.01%+7,56313F-HRTimelineGroup
Cetera Investment Advisers237,620$9.95M0.01%-16,88213F-HRTimeline
LPL Financial LLC224,057$9.38M<0.01%+22,12813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC201,065$8.42M<0.01%-53,99013F-HRTimelineGroup
McAdam, LLC200,085$8.38M0.38%-1,45713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management199,634$8.36M0.1%-739,56113F-HRTimelineGroup
CoreCap Advisors, LLC199,512$8.36M0.29%-5,76013F-HRTimeline
Chris Bulman Inc156,559$6.56M2.9%+6513F-HRTimeline
Advisory Alpha, LLC146,374$6.13M0.17%-1,46613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC142,222$5.96M0.02%+2,52913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP134,561$5.64M0.01%-7,06713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC131,124$5.49M0.01%+13,45413F-HRTimeline
Weaver Capital Management LLC117,450$4.92M1.04%-19,12613F-HRTimeline
Bellwether Advisors, LLC115,365$4.83M0.77%-12,03213F-HRTimeline
ARS Wealth Advisors Group, LLC112,827$4.73M0.43%-89413F-HRTimeline
MTM FINANCIAL GROUP, LLC109,721$4.6M2.19%-9513F-HRTimeline
Weaver Consulting Group106,645$4.47M1.09%-85513F-HRTimeline
BLAIR WILLIAM & CO/IL96,907$4.06M0.01%-19013F-HRTimeline
Beacon Pointe Advisors, LLC96,771$4.05M0.03%-3,76813F-HRTimeline
Southland Equity Partners LLC89,718$3.76M0.74%-36213F-HRTimeline
Keating Financial Advisory Services, In…86,437$3.62M0.49%13F-HRTimeline
Clear Point Advisors Inc.85,661$3.59M2.78%-4,03913F-HRTimeline
Cambridge Investment Research Advisors,…78,014$3.27M0.01%-5,91013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC77,418$3.24M0.07%-4913F-HRTimeline
OneDigital Investment Advisors LLC76,549$3.21M0.03%-4,27913F-HRTimeline
YARGER WEALTH STRATEGIES, LLC66,771$2.8M1.2%-1013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…64,194$2.7M<0.01%-291,19213F-HRTimeline
Pinnacle Wealth Management Group, Inc.63,085$2.64M1.32%-20013F-HRTimeline
BCS Wealth Management59,544$2.49M0.25%+29,15013F-HRTimeline
WEALTH ALLIANCE, LLC51,065$2.14M0.21%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC50,844$2.13M0.04%-3,08413F-HRTimeline
RPS ADVISORY SOLUTIONS LLC47,161$1.98M0.93%-2,32613F-HRTimeline
Castle Rock Wealth Management, LLC44,927$1.89M0.41%013F-HRTimeline
Cassady Wealth & Retirement Planning, L…43,772$1.83M1.2%13F-HRTimeline
Cape Investment Advisory, Inc.41,525$1.74M0.53%new13F-HRTimeline
CORRADO ADVISORS, LLC40,349$1.69M0.85%-11813F-HRTimeline
KFG WEALTH MANAGEMENT, LLC40,117$1.68M0.22%-18,72313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS39,776$1.67M<0.01%013F-HRTimeline
AE Wealth Management LLC39,221$1.64M0.01%-3,22613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV38,266$1.6M0.08%-46113F-HRTimeline
Outlook Wealth Advisors, LLC38,203$1.6M0.36%-20913F-HRTimeline
IFP Advisors, Inc36,169$1.51M0.03%+68613F-HRTimeline
Cresset Asset Management, LLC33,462$1.4M0.01%013F-HRTimeline
COFG Advisors, LLC33,421$1.4M0.35%13F-HRTimeline
Janney Montgomery Scott LLC31,967$1.34M<0.01%-1,39613F-HRTimeline
World Investment Advisors31,920$1.34M0.02%+8,08213F-HR/ATimeline
OLD MISSION CAPITAL LLC31,731$1.33M0.05%+4,01613F-HRTimeline
Chicago Partners Investment Group LLC31,243$1.32M0.03%013F-HRTimeline
WPWealth LLP30,176$1.26M0.2%013F-HRTimeline
Hardworking Capital Advisors, LLC30,174$1.26M1.15%13F-HRTimeline
BFI Wealth Solutions, LLC30,117$1.26M1.2%13F-HRTimeline
Patriot Financial Group Insurance Agenc…27,345$1.15M0.14%-15013F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC27,250$1.14M0.62%013F-HRTimeline
Cornerstone Wealth Group, LLC27,090$1.13M0.08%-1,66813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC26,878$1.13M0.03%-4,36313F-HRTimelineGroup
Blue Water Asset Management26,441$1.11M0.4%13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC26,406$1.1M0.07%013F-HRTimeline
Merit Financial Group, LLC25,941$1.09M0.01%+15,62113F-HRTimeline
BIP Wealth, LLC25,395$1.06M0.04%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,924$1.04M<0.01%-13,95513F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC24,200$1.01M0.01%-913F-HRTimelineGroup
RFG Advisory, LLC23,922$1M0.02%-3,80213F-HRTimeline
CRA Financial Services, LLC23,270$975K0.13%013F-HRTimeline
Advisory Services Network, LLC23,000$963K0.01%013F-HRTimeline
Focus Financial Network, Inc.21,605$905K0.03%-16513F-HRTimeline
DHJJ Financial Advisors, Ltd.21,400$896K0.3%-7113F-HRTimeline
NewEdge Advisors, LLC21,157$886K<0.01%-93713F-HRTimeline
Pacific Park Financial, Inc.21,004$880K0.55%13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…20,875$874K0.17%013F-HRTimeline
HRT FINANCIAL LP20,523$859K<0.01%new13F-HRTimeline
MAI Capital Management20,243$848K<0.01%-10,83813F-HRTimeline
Tradition Wealth Management, LLC18,924$793K0.06%-1,25013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management18,003$754K0.03%013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.17,989$753K0.67%-36213F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …17,613$738K0.12%-27913F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC17,590$737K0.22%013F-HRTimeline
Fragasso Financial Advisors Inc17,335$726K0.04%013F-HRTimeline
Diligent Investors, LLC17,226$721K0.18%-1513F-HRTimeline
MGO ONE SEVEN LLC16,376$686K0.01%013F-HRTimeline
WorthPointe, LLC16,288$682K0.18%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC15,838$663K0.16%013F-HRTimeline
Global Assets Advisory, LLC15,407$645K0.18%-2513F-HRTimeline
Global Strategic Investment Solutions, …14,895$624K0.06%013F-HRTimeline
Orion Capital Management LLC13,770$577K0.19%+5013F-HRTimeline
Garden State Investment Advisory Servic…13,585$569K0.14%013F-HRTimeline
Nikulski Financial, Inc.13,090$548K0.13%-2,23013F-HRTimeline
Valmark Advisers, Inc.13,049$546K0.01%013F-HRTimeline
Dakota Wealth Management12,817$537K0.01%013F-HR/ATimeline
Cardinal Point Capital Management ULC12,770$535K0.03%013F-HRTimeline
FSA Advisors, Inc.12,437$523K0.36%+55113F-HRTimeline
Liberty Atlantic Advisors LLC12,310$516K0.51%13F-HRTimeline
U.S. Capital Wealth Advisors, LLC12,067$505K0.01%-4,00413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC11,941$500K<0.01%013F-HRTimelineGroup
Fortune Financial Group, Inc.11,127$497K0.49%13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC11,363$476K0.07%-18513F-HRTimeline
Jacobi Capital Management LLC10,850$454K0.03%013F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC10,844$454K0.11%-85213F-HRTimeline
Foundations Investment Advisors, LLC10,487$439K0.01%-95213F-HRTimeline
Belpointe Asset Management LLC10,156$425K0.02%+37313F-HRTimeline
Faithward Advisors, LLC10,014$419K0.06%-6,62813F-HRTimeline
BCGM Wealth Management, LLC9,979$418K0.11%013F-HRTimeline
Cypress Wealth Services, LLC9,684$406K0.06%013F-HRTimeline
Beacon Financial Advisory LLC9,600$402K0.09%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC9,382$393K0.01%013F-HR/ATimeline
HARBOUR INVESTMENTS, INC.9,246$387K0.01%-15,56213F-HRTimeline
Sequoia Financial Advisors, LLC8,974$376K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.8,955$375K0.19%-8,95513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,852$371K<0.01%+30013F-HRTimelineGroup
Ballast Rock Private Wealth LLC8,714$365K0.23%13F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.8,650$362K<0.01%-1,27013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC8,288$347K0.01%013F-HR/ATimelineGroup
Retirement Planning Group, LLC7,978$334K0.01%013F-HRTimeline
Blue Sky Capital Consultants Group, Inc.7,925$332K0.15%013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.7,920$332K0.02%-1,51113F-HRTimelineGroup
Arax Advisory Partners7,790$326K0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,601$318K<0.01%-14,28613F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.7,500$314K0.01%013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC7,347$308K0.08%-25,16713F-HRTimeline
Trek Financial, LLC7,331$307K0.02%013F-HRTimeline
Elmwood Wealth Management, Inc.6,950$291K0.09%013F-HRTimeline
Clay Northam Wealth Management, LLC6,940$291K0.16%-2013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…6,450$270K<0.01%-27313F-HR/ATimelineGroup
MITCHELL CAPITAL MANAGEMENT CO6,375$267K0.05%013F-HRTimeline
Summit Financial, LLC6,273$263K<0.01%013F-HRTimeline
Firestone Capital Management6,005$251K0.05%013F-HRTimeline
Visionary Wealth Advisors5,960$250K0.01%-15513F-HRTimeline
Galvin, Gaustad & Stein, LLC5,894$247K0.02%new13F-HRTimeline
Sigma Planning Corp5,677$238K0.01%013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…5,670$237K<0.01%-1,28013F-HRTimeline
Fiduciary Alliance LLC5,464$229K0.01%-15013F-HRTimeline
Straight Path Wealth Management5,354$224K0.06%013F-HRTimeline
Integrity Financial Corp /WA5,284$221K0.11%013F-HRTimeline
WealthPlan Investment Management, LLC5,249$220K0.01%-19513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,098$214K0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,045$211K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC4,912$206K<0.01%-10013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,795$201K0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC3,360$141K<0.01%-1,52913F-HRTimelineGroup
CHAPMAN FINANCIAL GROUP, LLC3,100$130K0.09%013F-HRTimeline
CWM, LLCin group CWM, LLC2,518$105K<0.01%-4813F-HRTimelineGroup
Wagner Wealth Management, LLC1,990$83.3K0.02%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,883$78.9K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc1,848$77.4K<0.01%013F-HRTimeline
RED REEF ADVISORS LLC1,781$74.6K0.08%13F-HRTimeline
Global Wealth Strategies & Associates1,722$72.1K0.02%-9513F-HRTimeline
Steward Partners Investment Advisory, L…1,707$71.5K<0.01%-39413F-HRTimeline
Lloyd Advisory Services, LLC.1,060$44.4K0.02%new13F-HRTimeline
Bernard Wealth Management Corp.911$38.2K0.02%013F-HRTimeline
OPTIMA CAPITAL LLC712$29.8K0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…574$24K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.550$23K<0.01%new13F-HRTimeline
WealthShield Partners, LLC512$21.4K<0.01%-33013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA500$21K<0.01%new13F-HRTimelineGroup
Financial Network Wealth Advisors LLC495$20.7K0.02%013F-HRTimeline
UBS Group AGin group UBS Group AG435$18.2K<0.01%new13F-HRTimelineGroup
CITY HOLDING CO430$18K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…327$13.7K<0.01%013F-HRTimelineGroup
SageView Advisory Group, LLC300$12.6K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO272$11.4K<0.01%013F-HRTimelineGroup
Jessup Wealth Management, Inc60$2.51K<0.01%new13F-HRTimeline