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Disclosery

TJUL INNOVATOR ETFS TRUST

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EQUITY DEF PROTN (fund)

93 managers (93 13F filers) reported a position in TJUL shares at 2025-12-31, 4,385,280 shares in all. 14 filers opened a position and 8 filers sold out during the quarter.

Managers
93
13F filers
93
New
14
Added
11
Reduced
29
Sold out
8
Shares held by filers
4,385,280

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
Gradient Investments LLCin group Gradient Investments LLC965,144$28.6M0.45%+11,72613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV756,108$22.4M0.03%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC587,006$17.4M0.02%-21,34213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management186,376$5.51M0.06%+2,86413F-HRTimelineGroup
Mattson Financial Services, LLC108,718$3.22M0.75%-1,81813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.105,281$3.12M<0.01%-1,91313F-HRTimelineGroup
Brown Financial Advisors101,273$3M1.1%-27013F-HRTimeline
Cambridge Investment Research Advisors,…90,392$2.67M0.01%-73813F-HRTimeline
KFG WEALTH MANAGEMENT, LLC83,130$2.46M0.33%-1,04713F-HRTimeline
Cetera Investment Advisers72,254$2.14M<0.01%+5113F-HRTimeline
AE Wealth Management LLC63,287$1.87M0.01%-2,15013F-HRTimeline
Syntegra Private Wealth Group, LLC62,960$1.86M0.17%+9813F-HRTimeline
LPL Financial LLC57,137$1.69M<0.01%-2,80913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC56,643$1.68M0.01%-25913F-HRTimelineGroup
Diligent Investors, LLC52,415$1.55M0.38%013F-HRTimeline
MTM FINANCIAL GROUP, LLC47,463$1.4M0.67%-12513F-HRTimeline
HighTower Advisors, LLC41,670$1.23M<0.01%013F-HRTimeline
MGO ONE SEVEN LLC39,403$1.17M0.02%-24,86013F-HRTimeline
Waverly Advisors, LLC36,479$1.08M0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC35,518$1.05M<0.01%-7,03913F-HRTimelineGroup
Cypress Wealth Services, LLC34,867$1.03M0.14%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC33,216$983K0.05%-1,08113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC31,458$931K<0.01%-3,55913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC28,269$836K<0.01%-6,74713F-HRTimeline
INTEGRITY ALLIANCE, LLC.27,226$806K0.03%new13F-HRTimeline
Farther Finance Advisors, LLC26,823$794K0.01%-2,34413F-HRTimeline
Tempo Wealth, LLC25,780$763K0.14%13F-HRTimeline
Vantage Financial Partners, LLC25,662$759K0.15%013F-HRTimeline
Trek Financial, LLC25,219$746K0.04%013F-HRTimeline
Csenge Advisory Group25,178$745K0.03%+96913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…25,059$744K<0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,228$717K<0.01%+16,43913F-HRTimelineGroup
Main Street Financial Solutions, LLC23,708$702K0.05%013F-HRTimeline
Atlantic Private Wealth, LLC22,795$675K0.43%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management22,683$671K0.02%+413F-HRTimelineGroup
CENTRAL VALLEY ADVISORS, LLC21,658$641K0.19%013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC21,170$626K0.25%-5,37813F-HRTimeline
Paladin Wealth, LLC19,656$582K0.4%-75813F-HRTimeline
NewEdge Advisors, LLC16,747$496K<0.01%-50613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth16,093$476K<0.01%013F-HRTimelineGroup
GWN SECURITIES INC.15,202$450K0.09%+26813F-HRTimeline
Sound Income Strategies, LLC14,567$433K0.02%-213F-HRTimeline
Three Seasons Wealth, LLC13,583$402K0.04%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,055$386K<0.01%-25,40913F-HRTimelineGroup
Maia Wealth LLC12,891$382K0.07%-36413F-HRTimeline
Beacon Financial Advisory LLC11,930$353K0.08%013F-HRTimeline
Sunbelt Securities, Inc.11,915$353K0.02%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,487$340K<0.01%new13F-HR/ATimelineGroup
Castle Rock Wealth Management, LLC10,625$316K0.07%013F-HRTimeline
IMC-Chicago, LLC10,548$312K0.01%new13F-HRTimeline
Integrated Wealth Management10,515$311K0.35%13F-HRTimeline
Janney Montgomery Scott LLC10,319$305K<0.01%+52513F-HRTimeline
Opus Financial Solutions LLC10,246$303K0.29%13F-HRTimeline
A4 Wealth Advisors LLC10,106$299K0.26%-12,68613F-HRTimeline
Tradition Wealth Management, LLC10,092$299K0.02%013F-HRTimeline
Prostatis Group LLC9,702$287K0.07%+1,02613F-HRTimeline
Pine Harbor Wealth Management, LLC9,647$285K0.09%013F-HRTimeline
Mutual Advisors, LLC8,629$255K0.01%013F-HRTimeline
Patriot Financial Group Insurance Agenc…8,400$249K0.03%013F-HRTimeline
Sigma Planning Corp8,337$247K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.8,310$246K<0.01%-1,35413F-HRTimeline
BIP Wealth, LLC8,200$243K0.01%new13F-HRTimeline
FSA Advisors, Inc.8,126$240K0.17%new13F-HRTimeline
Selby Wealth Management, LLC7,680$227K0.09%13F-HRTimeline
Key Capital Management, INC7,183$213K0.21%13F-HRTimeline
Centennial Advisors, LLC6,974$206K0.27%13F-HRTimeline
Amplius Wealth Advisors, LLC6,884$204K0.02%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,801$201K<0.01%new13F-HRTimelineGroup
Bullseye Investment Management, LLC6,792$201K0.1%-190,08813F-HRTimeline
Financial Network Wealth Advisors LLC4,811$142K0.15%013F-HRTimeline
IFP Advisors, Inc4,762$141K<0.01%+7113F-HRTimeline
AdvisorNet Financial, Inc4,020$119K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…4,000$118K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,918$116K<0.01%-1,99213F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.3,900$115K0.01%013F-HRTimeline
RED REEF ADVISORS LLC3,788$112K0.11%13F-HRTimeline
Lloyd Advisory Services, LLC.3,702$110K0.04%new13F-HRTimeline
CoreCap Advisors, LLC3,340$98.8K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…2,694$79.7K0.01%13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,268$67.1K<0.01%new13F-HRTimelineGroup
CX Institutional2,028$60K<0.01%new13F-HRTimeline
SageView Advisory Group, LLC1,975$58.4K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,642$48.6K<0.01%013F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC661$20K<0.01%-33713F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…594$17.6K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC523$15K<0.01%013F-HR/ATimelineGroup
Parallel Advisors, LLC500$14.8K<0.01%013F-HRTimeline
Networth Advisors, LLC496$14.7K0.01%13F-HRTimeline
Noble Wealth Management PBC426$12.6K0.01%-1,27513F-HRTimeline
Pinnacle Wealth Planning Services, Inc.156$4.62K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC100$2.96K<0.01%013F-HRTimeline
Triumph Capital Management40$1.18K<0.01%-8,88813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC38$1.12K<0.01%013F-HRTimelineGroup