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Disclosery

TJUL INNOVATOR ETFS TRUST

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EQUITY DEF PROTN (fund)

84 managers (84 13F filers) reported a position in TJUL shares at 2025-03-31, 4,401,835 shares in all. 4 filers opened a position and 10 filers sold out during the quarter.

Managers
84
13F filers
84
New
4
Added
10
Reduced
40
Sold out
10
Shares held by filers
4,401,835

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
Gradient Investments LLCin group Gradient Investments LLC943,664$26.5M0.53%-1,016,16613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC693,607$19.5M0.03%+10,45713F-HRTimeline
Vishria Bird Financial Group, LLC389,832$10.9M3.72%-5,71613F-HRTimeline
Bullseye Investment Management, LLC196,880$5.52M3.36%+183,51113F-HRTimeline
Strategic Blueprint, LLC168,760$4.74M0.26%-3,72013F-HRTimeline
Mattson Financial Services, LLC107,481$3.02M0.91%-100,99113F-HRTimeline
Brown Financial Advisors103,952$2.92M1.2%-116,00913F-HRTimeline
KFG WEALTH MANAGEMENT, LLC103,658$2.91M0.53%-2,50113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.102,194$2.87M0.01%+86,01513F-HRTimelineGroup
Cambridge Investment Research Advisors,…95,045$2.67M0.01%-5,62013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management89,852$2.52M0.04%-22413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…75,671$2.12M<0.01%+64,75413F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC74,687$2.1M0.01%-24,88713F-HRTimelineGroup
MGO ONE SEVEN LLC66,263$1.86M0.07%-6,00013F-HRTimeline
Syntegra Private Wealth Group, LLC61,311$1.72M0.2%-89313F-HRTimeline
Diligent Investors, LLC57,415$1.61M0.39%013F-HRTimeline
LPL Financial LLC52,056$1.46M<0.01%+38,93713F-HRTimeline
MTM FINANCIAL GROUP, LLC49,087$1.38M0.81%-2,53713F-HRTimeline
Cetera Investment Advisers46,845$1.31M<0.01%-39,75313F-HRTimeline
CENTAURUS FINANCIAL, INC.43,354$1.22M0.07%013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC36,305$1.02M0.17%-1,25013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC36,001$1.01M0.09%-2,35413F-HR/ATimeline
HighTower Advisors, LLC35,904$1.01M<0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC34,271$962K<0.01%+5,16313F-HRTimelineGroup
BRASS TAX WEALTH MANAGEMENT, INC32,920$924K0.19%013F-HRTimeline
Bison Wealth, LLC32,142$902K0.08%-28,94113F-HRTimeline
Farther Finance Advisors, LLC29,373$823K0.02%new13F-HRTimeline
MML INVESTORS SERVICES, LLC29,150$818K<0.01%+10813F-HRTimeline
Trek Financial, LLC28,848$809K0.06%-5,49313F-HRTimeline
Main Street Financial Solutions, LLC27,508$772K0.07%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management26,133$733K0.02%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.24,449$686K0.02%-3,57813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,400$685K<0.01%013F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC21,658$608K0.23%013F-HRTimeline
Vantage Financial Partners, LLC20,638$579K0.14%-4,08213F-HRTimeline
Foundations Investment Advisors, LLC20,324$570K0.01%-33,02313F-HRTimeline
FSA Advisors, Inc.19,872$558K0.44%-4,11713F-HRTimeline
UBS Group AGin group UBS Group AG19,692$553K<0.01%+18,69413F-HRTimelineGroup
Paladin Wealth, LLC19,576$549K0.49%-22,74613F-HRTimeline
NewEdge Advisors, LLC19,558$549K<0.01%-2,39513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC19,230$540K<0.01%013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth16,866$473K<0.01%013F-HR/ATimelineGroup
Noble Wealth Management PBC15,892$446K0.3%-45513F-HRTimeline
AE Wealth Management LLC15,059$423K<0.01%-6013F-HRTimeline
GWN SECURITIES INC.14,438$405K0.02%new13F-HRTimeline
Sunbelt Securities, Inc.14,325$402K0.04%-16513F-HRTimeline
Plotkin Financial Advisors, LLC14,156$397K0.24%-15013F-HRTimeline
Maia Wealth LLC13,895$385K0.09%-10,21213F-HRTimeline
AssuredPartners Investment Advisors, LLC13,631$382K0.07%-14213F-HRTimeline
Lion Street Advisors, LLC13,435$377K0.12%013F-HRTimeline
Beacon Financial Advisory LLC11,930$335K0.1%013F-HRTimeline
Kingsview Wealth Management, LLC11,089$311K0.01%-4,50513F-HRTimeline
Prostatis Group LLC11,025$309K0.1%-10,02213F-HRTimeline
Castle Rock Wealth Management, LLC10,625$298K0.08%013F-HRTimeline
Three Seasons Wealth, LLC10,452$293K0.15%013F-HRTimeline
Pine Harbor Wealth Management, LLC10,382$291K0.12%-46413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,014$281K<0.01%+4,48913F-HRTimelineGroup
Fermata Advisors, LLC9,945$279K0.05%013F-HRTimeline
Janney Montgomery Scott LLC9,794$275K<0.01%-1,80013F-HRTimeline
Triumph Capital Management9,288$261K0.09%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,518$239K<0.01%-9,11613F-HRTimelineGroup
Amplius Wealth Advisors, LLC8,432$237K0.02%+5513F-HRTimeline
Sigma Planning Corp8,337$234K0.01%013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.7,820$219K0.01%013F-HRTimelineGroup
Accurate Wealth Management, LLC7,443$205K0.04%-1,80013F-HRTimeline
Patriot Financial Group Insurance Agenc…7,300$205K0.03%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC7,163$201K<0.01%-3913F-HR/ATimelineGroup
IFP Advisors, Inc5,600$157K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC4,988$140K0.05%013F-HRTimeline
AdvisorNet Financial, Inc4,020$113K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…4,000$112K0.01%013F-HRTimeline
CoreCap Advisors, LLC3,340$93.7K<0.01%-1,16013F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV2,317$65K0.06%-2,48313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,548$43.4K<0.01%013F-HRTimelineGroup
Financial Network Wealth Advisors LLC1,431$40.2K0.05%new13F-HRTimeline
Atlantic Private Wealth, LLC1,414$39.7K0.03%-9,91213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC567$15.7K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC523$15K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC500$14K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…403$11.3K<0.01%013F-HRTimeline
MAI Capital Management203$5.69K<0.01%013F-HRTimeline
Sterling Capital Management LLC123$3.45K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC38$1.07K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-2,34513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.