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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 2026-03-31, 2,979,479 shares in all. 6 filers opened a position and 14 filers sold out during the quarter.

Managers
84
13F filers
84
New
6
Added
11
Reduced
41
Sold out
14
Shares held by filers
2,979,479

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
COMMONWEALTH EQUITY SERVICES, LLC582,995$17.1M0.02%-4,01113F-HRTimeline
Legacy CG, LLC551,992$16.2M4.5%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management181,094$5.32M0.06%-5,28213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.103,036$3.03M<0.01%-2,24513F-HRTimelineGroup
Cambridge Investment Research Advisors,…89,951$2.64M0.01%-44113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV89,849$2.64M<0.01%-666,25913F-HRTimeline
KFG WEALTH MANAGEMENT, LLC80,231$2.36M0.3%-2,89913F-HRTimeline
Cetera Investment Advisers69,828$2.05M<0.01%-2,42613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC69,820$2.05M0.01%+13,17713F-HRTimelineGroup
AE Wealth Management LLC61,149$1.8M0.01%-2,13813F-HRTimeline
Syntegra Private Wealth Group, LLC58,947$1.73M0.16%-4,01313F-HRTimeline
LPL Financial LLC54,959$1.61M<0.01%-2,17813F-HRTimeline
Diligent Investors, LLC50,315$1.48M0.37%-2,10013F-HRTimeline
MTM FINANCIAL GROUP, LLC47,774$1.4M0.66%+31113F-HRTimeline
HighTower Advisors, LLC41,265$1.21M<0.01%-40513F-HRTimeline
OLD MISSION CAPITAL LLC40,163$1.18M0.03%new13F-HRTimeline
Waverly Advisors, LLC36,479$1.07M0.01%013F-HRTimeline
MGO ONE SEVEN LLC35,263$1.04M0.02%-4,14013F-HRTimeline
Cypress Wealth Services, LLC34,867$1.02M0.14%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC32,619$958K<0.01%-2,89913F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC31,755$932K0.04%-1,46113F-HRTimeline
Farther Finance Advisors, LLC25,587$753K0.01%-1,23613F-HRTimeline
Csenge Advisory Group24,786$728K0.03%-39213F-HRTimeline
Trek Financial, LLC24,210$711K0.04%-1,00913F-HRTimeline
MML INVESTORS SERVICES, LLC23,033$676K<0.01%-5,23613F-HRTimeline
Atlantic Private Wealth, LLC22,795$669K0.44%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management22,684$666K0.02%+113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…22,000$648K<0.01%-3,05913F-HRTimeline
HOWARD BAILEY SECURITIES, LLC21,848$641K0.26%+67813F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC21,658$636K0.17%013F-HRTimeline
Tempo Wealth, LLC21,366$627K0.11%-4,41413F-HRTimeline
Main Street Financial Solutions, LLC20,668$607K0.04%-3,04013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC18,209$535K<0.01%-13,24913F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…16,200$476K0.03%+7,80013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth16,093$473K<0.01%013F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.15,679$460K0.02%-11,54713F-HRTimeline
GWN SECURITIES INC.15,101$443K0.08%-10113F-HRTimeline
Sound Income Strategies, LLC14,288$421K0.02%-27913F-HRTimeline
Three Seasons Wealth, LLC13,583$399K0.15%013F-HRTimeline
Maia Wealth LLC12,891$378K0.06%013F-HRTimeline
NewEdge Advisors, LLC11,997$352K<0.01%-4,75013F-HR/ATimeline
Beacon Financial Advisory LLC11,930$350K0.08%013F-HRTimeline
Sunbelt Securities, Inc.11,915$350K0.02%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,983$350K<0.01%+8,06513F-HR/ATimelineGroup
Castle Rock Wealth Management, LLC10,564$311K0.07%-6113F-HRTimeline
Integrated Wealth Management10,300$302K0.35%-21513F-HRTimeline
CWM, LLCin group CWM, LLC10,153$298K<0.01%+9,49213F-HRTimelineGroup
Tradition Wealth Management, LLC10,092$296K0.02%013F-HRTimeline
Janney Montgomery Scott LLC9,794$288K<0.01%-52513F-HRTimeline
Pine Harbor Wealth Management, LLC9,414$276K0.08%-23313F-HRTimeline
Prostatis Group LLC9,243$271K0.07%-45913F-HRTimeline
HRT FINANCIAL LP9,241$271K<0.01%new13F-HRTimeline
Opus Financial Solutions LLC8,900$261K0.25%-1,34613F-HRTimeline
Mutual Advisors, LLC8,629$253K0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,464$249K<0.01%-15,76413F-HRTimelineGroup
Sigma Planning Corp8,337$245K0.01%013F-HRTimeline
Key Capital Management, INC8,205$241K0.16%+1,02213F-HRTimeline
BIP Wealth, LLC8,200$241K0.01%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC7,826$230K<0.01%-957,31813F-HRTimelineGroup
Selby Wealth Management, LLC7,680$225K0.09%013F-HRTimeline
HARBOUR INVESTMENTS, INC.7,623$224K<0.01%-68713F-HRTimeline
Intentional Wealth Strategies, LLC7,106$209K0.19%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,837$201K<0.01%-6,21813F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC5,833$171K<0.01%+3,56513F-HRTimelineGroup
Bullseye Investment Management, LLC5,579$164K0.09%-1,21313F-HRTimeline
IFG Advisory, LLC4,827$142K0.41%new13F-HRTimeline
Financial Network Wealth Advisors LLC4,811$141K0.14%013F-HRTimeline
IFP Advisors, Inc4,762$140K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc4,020$118K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…4,000$117K0.01%013F-HRTimeline
RED REEF ADVISORS LLC3,102$91.1K0.1%-68613F-HRTimeline
Keating Financial Advisory Services, In…2,694$79.1K0.01%013F-HRTimeline
Parallel Advisors, LLC2,300$67.5K<0.01%+1,80013F-HR/ATimeline
CoreCap Advisors, LLC1,740$51.1K<0.01%-1,60013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,642$48.2K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…594$17.5K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC523$15K<0.01%013F-HRTimelineGroup
Networth Advisors, LLC466$13.7K0.01%-3013F-HRTimeline
Noble Wealth Management PBC426$12.5K0.01%013F-HRTimeline
Mosley Wealth Management213$6.24K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC183$5.37K<0.01%+14513F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.156$4.58K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG105$3.08K<0.01%new13F-HRTimelineGroup
Triumph Capital Management40$1.17K<0.01%013F-HRTimeline