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Disclosery

UJAN INNOVATOR ETFS TRUST

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US EQT ULTRA BF (fund)

97 managers (97 13F filers) reported a position in UJAN shares at 2025-09-30, 2,976,873 shares in all. 10 filers opened a position and 14 filers sold out during the quarter.

Managers
97
13F filers
97
New
10
Added
12
Reduced
44
Sold out
14
Shares held by filers
2,976,873

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Sonoma Allocations LLC427,208$17.9M6.51%13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …205,424$8.65M0.5%+11,49413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC187,452$7.9M0.01%-39,42713F-HRTimeline
Strategic Blueprint, LLC135,380$5.7M0.25%-55813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.124,690$5.21M0.01%-15,21313F-HRTimelineGroup
CWM, LLCin group CWM, LLC104,410$4.4M0.01%+1,19013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP91,555$3.86M0.01%-4,79313F-HRTimelineGroup
Clearstead Advisors, LLC83,781$3.53M0.05%-35,41613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management82,291$3.47M0.04%-1,408,90313F-HRTimelineGroup
Berkshire Money Management, Inc.79,793$3.36M0.35%013F-HRTimeline
MGO ONE SEVEN LLC76,709$3.23M0.07%-3,06313F-HRTimeline
LPL Financial LLC72,653$3.06M<0.01%-95913F-HRTimeline
Prairie Wealth Advisors, Inc.65,764$2.77M1.14%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC56,516$2.38M<0.01%-2,47313F-HRTimelineGroup
Cetera Investment Advisers55,659$2.34M<0.01%+5,88013F-HRTimeline
Lantz Financial LLC51,929$2.19M0.48%-66413F-HRTimeline
Allworth Financial LP51,869$2.19M0.01%-1,34713F-HRTimeline
IMG Wealth Management, Inc.49,467$2.08M1.41%+39613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC46,262$1.95M0.01%+8,79413F-HRTimelineGroup
Orion Porfolio Solutions, LLC46,076$1.94M0.02%+6,27513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management44,979$1.89M0.06%-4,49013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…42,382$1.79M<0.01%-1,30013F-HRTimeline
PFG Advisors40,636$1.71M0.07%-40013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC38,513$1.62M<0.01%-4,55513F-HRTimelineGroup
CENTRAL VALLEY ADVISORS, LLC37,717$1.59M0.49%-18513F-HRTimeline
Cambridge Investment Research Advisors,…37,415$1.58M<0.01%-1,42213F-HRTimeline
Long Island Wealth Management, Inc.31,624$1.33M0.65%-30013F-HRTimeline
MML INVESTORS SERVICES, LLC30,660$1.29M<0.01%-813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…26,166$1.1M<0.01%+7,60713F-HRTimelineGroup
Accurate Wealth Management, LLC25,271$1.06M0.14%-20913F-HRTimeline
HighTower Advisors, LLC23,458$988K<0.01%-49313F-HRTimeline
Mutual Advisors, LLC21,161$897K0.02%013F-HRTimeline
MBL Wealth, LLC20,885$880K0.08%-35013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC20,841$878K0.13%-2,66913F-HRTimeline
Compass Advisory Group LLC20,238$853K0.24%-30013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth19,081$804K<0.01%-27213F-HRTimelineGroup
Wood Tarver Financial Group, LLC17,997$758K0.22%-1,95113F-HRTimeline
Trek Financial, LLC17,031$717K0.04%-12513F-HRTimeline
Southland Equity Partners LLC16,040$676K0.14%013F-HRTimeline
Foundations Investment Advisors, LLC15,402$649K0.01%new13F-HRTimeline
Maltin Wealth Management, Inc.15,113$637K0.26%-1,00013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC14,253$600K0.01%-34913F-HRTimelineGroup
Diligent Investors, LLC13,890$585K0.15%013F-HRTimeline
JT Stratford LLC13,868$584K0.08%-27213F-HRTimeline
Triad Wealth Partners, LLC12,863$542K0.07%+6,58313F-HRTimeline
Hiley Hunt Wealth Management12,824$540K0.25%013F-HRTimeline
Summit Financial, LLC12,130$511K0.01%new13F-HRTimeline
Valmark Advisers, Inc.11,720$494K0.01%013F-HRTimeline
RFG Advisory, LLC11,211$472K0.01%-15113F-HRTimeline
Chicago Partners Investment Group LLC11,072$471K0.01%-113F-HRTimeline
Atria Investments, Inc9,700$409K<0.01%new13F-HRTimeline
Continuum Advisory, LLC9,699$409K0.04%013F-HRTimeline
GTS SECURITIES LLC9,184$387K0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,863$373K<0.01%new13F-HRTimelineGroup
SageView Advisory Group, LLC8,761$369K0.01%-3,83213F-HRTimeline
Bedel Financial Consulting, Inc.8,624$363K0.05%-59713F-HRTimeline
XML Financial, LLC8,391$353K0.03%013F-HRTimeline
HARBOUR INVESTMENTS, INC.8,245$347K0.01%-37213F-HRTimeline
OLD MISSION CAPITAL LLC7,878$332K0.01%-6,53713F-HRTimeline
TOWNSQUARE CAPITAL LLC7,008$295K0.04%013F-HRTimeline
Tradition Wealth Management, LLC6,698$282K0.02%-1,00013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC6,674$281K0.01%013F-HRTimeline
Advisory Services Network, LLC6,392$269K<0.01%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,061$255K<0.01%+16113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,790$244K<0.01%new13F-HR/ATimelineGroup
Encompass More Asset Management5,739$242K0.05%+68113F-HRTimeline
Visionary Wealth Advisors5,600$236K0.01%013F-HRTimeline
Lakeridge Wealth Management LLC5,526$233K0.1%013F-HRTimeline
Koshinski Asset Management, Inc.5,312$224K0.02%-2,53013F-HRTimeline
Vantage Point Financial LLC5,306$224K0.09%new13F-HRTimeline
WorthPointe, LLC5,211$219K0.08%-5,32113F-HRTimeline
Ausdal Financial Partners, Inc.5,146$217K0.01%new13F-HRTimeline
Elmwood Wealth Management, Inc.5,000$211K0.07%013F-HRTimeline
MTM FINANCIAL GROUP, LLC4,959$209K0.1%013F-HRTimeline
XY Planning Network, Inc.5,153$208K0.07%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,054$171K<0.01%013F-HRTimelineGroup
Orion Capital Management LLC3,983$168K0.06%013F-HRTimeline
DHJJ Financial Advisors, Ltd.3,748$158K0.05%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC3,519$148K<0.01%-14513F-HR/ATimelineGroup
CoreCap Advisors, LLC2,804$118K<0.01%-1,06913F-HRTimeline
AE Wealth Management LLC2,572$108K<0.01%+9113F-HRTimeline
Financial Network Wealth Advisors LLC2,251$94.8K0.1%+45013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,500$63.2K<0.01%-2,17513F-HR/ATimelineGroup
Bullock Wealth Management Group1,455$61.4K0.03%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,429$60.2K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,389$58.5K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,095$46K<0.01%013F-HRTimelineGroup
Archer Investment Corp1,057$44.5K0.01%013F-HRTimeline
Sunbelt Securities, Inc.1,000$42.1K<0.01%-1,47513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC700$29.5K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.586$24.7K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG456$19.2K<0.01%-3,01813F-HRTimelineGroup
Aptus Capital Advisors, LLC300$12.6K<0.01%013F-HRTimeline
IFP Advisors, Inc270$11.4K<0.01%013F-HR/ATimeline
WealthShield Partners, LLC263$11.1K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.166$6.99K<0.01%013F-HRTimeline
Truvestments Capital LLC27$1.14K<0.01%013F-HRTimeline