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Disclosery

TJUL INNOVATOR ETFS TRUST

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EQUITY DEF PROTN (fund)

79 managers (79 13F filers) reported a position in TJUL shares at 2025-06-30, 4,059,944 shares in all. 7 filers opened a position and 12 filers sold out during the quarter.

Managers
79
13F filers
79
New
7
Added
9
Reduced
33
Sold out
12
Shares held by filers
4,059,944

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Gradient Investments LLCin group Gradient Investments LLC933,296$26.8M0.49%-10,36813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC683,501$19.6M0.03%-10,10613F-HRTimeline
Vishria Bird Financial Group, LLC382,436$11M3.65%-7,39613F-HRTimeline
Bullseye Investment Management, LLC196,880$5.52M3.36%013F-HRTimeline
Mattson Financial Services, LLC107,093$3.07M0.83%-38813F-HRTimeline
Brown Financial Advisors100,743$2.89M1.13%-3,20913F-HRTimeline
KFG WEALTH MANAGEMENT, LLC98,007$2.81M0.45%-5,65113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.96,123$2.76M<0.01%-6,07113F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…95,760$2.75M0.01%+71513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC90,177$2.59M0.01%+15,49013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management89,526$2.57M0.03%-32613F-HRTimelineGroup
MGO ONE SEVEN LLC64,263$1.84M0.06%-2,00013F-HRTimeline
Syntegra Private Wealth Group, LLC61,311$1.76M0.18%013F-HRTimeline
OLD MISSION CAPITAL LLC59,697$1.71M0.05%new13F-HRTimeline
LPL Financial LLC59,119$1.7M<0.01%+7,06313F-HRTimeline
Diligent Investors, LLC57,415$1.65M0.39%013F-HRTimeline
MTM FINANCIAL GROUP, LLC48,319$1.39M0.75%-76813F-HRTimeline
Cetera Investment Advisers44,128$1.27M<0.01%-2,71713F-HRTimeline
HighTower Advisors, LLC35,672$1.02M<0.01%-23213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC35,548$1.02M0.08%-45313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC34,617$993K<0.01%+34613F-HRTimelineGroup
BRASS TAX WEALTH MANAGEMENT, INC32,900$944K0.18%-2013F-HRTimeline
Bison Wealth, LLC32,783$941K0.07%+64113F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC32,515$933K0.13%-3,79013F-HRTimeline
UBS Group AGin group UBS Group AG30,392$872K<0.01%+10,70013F-HRTimelineGroup
Farther Finance Advisors, LLC29,370$843K0.02%-313F-HRTimeline
Trek Financial, LLC28,469$817K0.05%-37913F-HRTimeline
Main Street Financial Solutions, LLC27,508$789K0.06%013F-HRTimeline
MML INVESTORS SERVICES, LLC24,490$703K<0.01%-4,66013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,400$701K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management24,283$697K0.03%-1,85013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,117$663K<0.01%new13F-HRTimelineGroup
CENTRAL VALLEY ADVISORS, LLC21,658$621K0.21%013F-HRTimeline
Vantage Financial Partners, LLC20,638$592K0.14%013F-HRTimeline
Paladin Wealth, LLC19,100$548K0.43%-47613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,101$519K<0.01%-57,57013F-HRTimelineGroup
NewEdge Advisors, LLC17,753$509K<0.01%-1,80513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth16,866$484K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC15,560$446K<0.01%+50113F-HRTimeline
GWN SECURITIES INC.14,435$414K0.08%-313F-HRTimeline
Sunbelt Securities, Inc.14,490$402K0.04%+16513F-HRTimeline
HARBOUR INVESTMENTS, INC.13,850$397K0.01%-10,59913F-HRTimeline
Maia Wealth LLC13,763$395K0.08%-13213F-HRTimeline
Lion Street Advisors, LLC13,435$385K0.12%013F-HRTimeline
Beacon Financial Advisory LLC11,930$342K0.09%013F-HRTimeline
Strategic Blueprint, LLC11,350$326K0.02%-157,41013F-HRTimeline
Kingsview Wealth Management, LLC11,089$318K0.01%013F-HRTimeline
Plotkin Financial Advisors, LLC10,987$315K0.17%-3,16913F-HRTimeline
Castle Rock Wealth Management, LLC10,625$306K0.07%013F-HRTimeline
Three Seasons Wealth, LLC10,452$300K0.03%013F-HRTimeline
Triumph Capital Management10,214$293K0.09%+92613F-HR/ATimeline
IFG Advisory, LLC10,160$291K0.01%new13F-HRTimeline
Janney Montgomery Scott LLC9,794$281K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,391$269K<0.01%-62313F-HRTimelineGroup
Amplius Wealth Advisors, LLC8,432$242K0.02%013F-HRTimeline
Sigma Planning Corp8,337$239K0.01%013F-HRTimeline
Patriot Financial Group Insurance Agenc…7,300$209K0.02%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC6,900$198K<0.01%-26313F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,488$157K<0.01%new13F-HRTimelineGroup
Wood Tarver Financial Group, LLC4,988$143K0.04%013F-HRTimeline
IFP Advisors, Inc4,645$133K<0.01%-95513F-HRTimeline
AdvisorNet Financial, Inc4,020$115K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…4,000$115K0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.3,900$112K0.01%-39,45413F-HRTimeline
CoreCap Advisors, LLC3,340$95.8K<0.01%013F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV2,317$66.5K0.06%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,548$44.4K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,500$43K<0.01%new13F-HRTimelineGroup
Financial Network Wealth Advisors LLC1,331$38.2K0.05%-10013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC523$15K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC500$14.3K<0.01%013F-HRTimeline
Allworth Financial LP450$12.9K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC445$12.8K<0.01%-12213F-HRTimelineGroup
MAI Capital Management203$5.82K<0.01%013F-HRTimeline
Sterling Capital Management LLC123$3.53K<0.01%013F-HR/ATimeline
Global Retirement Partners, LLC100$2.87K<0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC38$1.09K<0.01%013F-HRTimelineGroup
Financial Management Professionals, Inc.17$488<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.