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Disclosery

TJUL INNOVATOR ETFS TRUST

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EQUITY DEF PROTN (fund)

91 managers (91 13F filers) reported a position in TJUL shares at 2024-12-31, 5,577,030 shares in all. 6 filers opened a position and 9 filers sold out during the quarter.

Managers
91
13F filers
91
New
6
Added
9
Reduced
41
Sold out
9
Shares held by filers
5,577,030

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Gradient Investments LLCin group Gradient Investments LLC1,959,830$54.4M1.1%+117,29513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC683,150$19M0.03%-37,44413F-HRTimeline
Vishria Bird Financial Group, LLC395,548$11M3.85%-3,20713F-HRTimeline
Brown Financial Advisors219,961$6.11M2.45%+11,79613F-HRTimeline
Mattson Financial Services, LLC208,472$5.72M1.82%new13F-HRTimeline
Strategic Blueprint, LLC172,480$4.79M0.29%-13,04213F-HRTimeline
KFG WEALTH MANAGEMENT, LLC106,159$2.95M0.55%-2,18713F-HRTimeline
Cambridge Investment Research Advisors,…100,665$2.79M0.01%-18,92813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC99,574$2.77M0.02%+12,32513F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management90,076$2.5M0.04%-2913F-HRTimelineGroup
Cetera Investment Advisers86,598$2.4M0.01%-12,18413F-HRTimeline
MGO ONE SEVEN LLC72,263$2.01M0.08%-28713F-HRTimeline
Syntegra Private Wealth Group, LLC62,204$1.73M0.2%013F-HRTimeline
Bison Wealth, LLC61,083$1.7M0.21%13F-HRTimeline
Diligent Investors, LLC57,415$1.59M0.37%-2,55013F-HRTimeline
Foundations Investment Advisors, LLC53,347$1.48M0.03%-64913F-HRTimeline
MTM FINANCIAL GROUP, LLC51,624$1.43M0.86%-7213F-HRTimeline
CENTAURUS FINANCIAL, INC.43,354$1.2M0.07%-27,03113F-HRTimeline
Paladin Wealth, LLC42,322$1.18M1.02%+4,37213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC38,355$1.07M0.08%+23,32813F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC37,555$1.04M0.17%-1,40013F-HRTimeline
HighTower Advisors, LLC35,904$997K<0.01%013F-HRTimeline
Trek Financial, LLC34,341$954K0.07%-613F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC32,920$914K0.19%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC29,108$808K<0.01%-45213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC29,042$806K<0.01%-77813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS28,088$780K<0.01%-1,00013F-HRTimeline
HARBOUR INVESTMENTS, INC.28,027$778K0.02%-6,39113F-HRTimeline
Main Street Financial Solutions, LLC27,508$764K0.08%013F-HRTimeline
OLD MISSION CAPITAL LLC26,379$733K0.02%+8,53113F-HRTimeline
CGN Advisors LLC26,280$730K0.07%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management26,133$726K0.02%new13F-HRTimelineGroup
Vantage Financial Partners, LLC24,720$686K0.17%-22913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,400$678K<0.01%013F-HR/ATimeline
Maia Wealth LLC24,107$676K0.15%+4,27013F-HRTimeline
FSA Advisors, Inc.23,989$658K0.81%013F-HRTimeline
NewEdge Advisors, LLC21,953$610K<0.01%-10,66213F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC21,658$601K0.27%013F-HRTimeline
Prostatis Group LLC21,047$584K0.17%-3,26813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC19,230$534K<0.01%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,634$490K<0.01%-6,16913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,488$486K<0.01%13F-HR/ATimelineGroup
Focus Partners Wealthin group Focus Partners Wealth16,866$468K<0.01%-72513F-HR/ATimelineGroup
Noble Wealth Management PBC16,347$454K0.32%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,179$449K<0.01%-65113F-HR/ATimelineGroup
Kingsview Wealth Management, LLC15,594$433K0.01%-5,32113F-HRTimeline
Pinnacle Wealth Management Group, Inc.15,360$427K0.27%013F-HRTimeline
AE Wealth Management LLC15,119$420K<0.01%-3,97613F-HRTimeline
Sunbelt Securities, Inc.14,490$403K0.04%013F-HRTimeline
Plotkin Financial Advisors, LLC14,306$397K0.24%-5013F-HRTimeline
AssuredPartners Investment Advisors, LLC13,773$382K0.07%13F-HRTimeline
Lion Street Advisors, LLC13,435$373K0.12%013F-HRTimeline
Bullseye Investment Management, LLC13,369$371K0.25%-53,31313F-HRTimeline
LPL Financial LLC13,119$364K<0.01%new13F-HRTimeline
Bright Futures Wealth Management, LLC.12,967$364K0.32%-1,12713F-HRTimeline
Beacon Financial Advisory LLC11,930$331K0.11%013F-HRTimeline
Janney Montgomery Scott LLC11,594$322K<0.01%-1,91813F-HRTimeline
Atlantic Private Wealth, LLC11,326$315K0.24%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,917$303K<0.01%new13F-HRTimelineGroup
Pine Harbor Wealth Management, LLC10,846$301K0.12%-1,22013F-HRTimeline
Castle Rock Wealth Management, LLC10,625$299K0.07%013F-HRTimeline
Three Seasons Wealth, LLC10,452$290K0.14%013F-HRTimeline
Fermata Advisors, LLC9,945$276K0.05%013F-HRTimeline
Accurate Wealth Management, LLC9,243$257K0.05%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …8,508$236K0.02%-2,52713F-HR/ATimeline
Amplius Wealth Advisors, LLC8,377$233K0.02%-3,37913F-HRTimeline
Sigma Planning Corp8,337$232K0.01%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,130$226K0.01%013F-HRTimelineGroup
Atria Wealth Solutions, Inc.8,028$223K<0.01%013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.7,820$217K0.01%-90713F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…7,300$203K0.03%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC7,202$200K<0.01%+7,15213F-HR/ATimelineGroup
IFP Advisors, Inc5,600$156K0.01%-60013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,525$153K<0.01%-7,23613F-HRTimelineGroup
Wood Tarver Financial Group, LLC4,988$138K0.05%13F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV4,800$133K0.12%13F-HRTimeline
CoreCap Advisors, LLC4,500$125K0.01%-68013F-HRTimeline
AdvisorNet Financial, Inc4,020$112K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…4,000$111K0.01%-3,00013F-HRTimeline
Arax Advisory Partners2,754$76.5K<0.01%-73013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…2,345$65.6K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,548$43K<0.01%-1,03613F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG998$27.7K<0.01%-6,65513F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC567$15.7K<0.01%+44513F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC523$15K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC500$13.9K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…403$11.2K<0.01%013F-HRTimeline
MAI Capital Management203$5.63K<0.01%new13F-HRTimeline
Sterling Capital Management LLC123$3.42K<0.01%013F-HRTimeline
Global Retirement Partners, LLC100$2.78K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC38$1.05K<0.01%new13F-HRTimelineGroup