Skip to content
Disclosery

UJAN INNOVATOR ETFS TRUST

Follow

US EQT ULTRA BF (fund)

106 managers (106 13F filers) reported a position in UJAN shares at 2025-12-31, 2,975,689 shares in all. 9 filers opened a position and 7 filers sold out during the quarter.

Managers
106
13F filers
106
New
9
Added
29
Reduced
26
Sold out
7
Shares held by filers
2,975,689

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
Sonoma Allocations LLC388,822$17M5.64%-38,38613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC180,432$7.81M0.01%-7,02013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …134,553$5.82M0.35%-70,87113F-HRTimeline
CWM, LLCin group CWM, LLC113,081$4.89M0.01%+8,67113F-HRTimelineGroup
Strategic Blueprint, LLC108,488$4.69M0.28%-26,89213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.101,585$4.39M0.01%-23,10513F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management90,795$3.93M0.04%+8,50413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP89,396$3.87M0.01%-2,15913F-HRTimelineGroup
Clearstead Advisors, LLC83,781$3.62M0.05%013F-HRTimeline
Campbell Deegan Wealth Management, LLC81,355$3.52M2.84%new13F-HRTimeline
Berkshire Money Management, Inc.79,793$3.45M0.33%013F-HRTimeline
LPL Financial LLC73,187$3.17M<0.01%+53413F-HRTimeline
Cetera Investment Advisers72,283$3.13M<0.01%+16,62413F-HRTimeline
Prairie Wealth Advisors, Inc.0$2.86M1.21%-65,76413F-HRTimelineAmount filed as zero, left out of ratios.
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC59,275$2.56M<0.01%+2,75913F-HRTimelineGroup
Lantz Financial LLC55,812$2.41M0.51%+3,88313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC53,512$2.31M<0.01%+14,99913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC53,503$2.31M0.01%+7,24113F-HRTimelineGroup
IMG Wealth Management, Inc.50,752$2.2M1.39%+1,28513F-HRTimeline
Orion Porfolio Solutions, LLC50,035$2.16M0.02%+3,95913F-HRTimeline
Allworth Financial LP49,313$2.13M0.01%-2,55613F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC48,179$2.08M0.62%+10,46213F-HRTimeline
Foundations Investment Advisors, LLC45,430$1.97M0.03%+30,02813F-HRTimeline
MGO ONE SEVEN LLC44,603$1.93M0.04%-32,10613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…44,182$1.92M<0.01%+1,80013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management40,015$1.73M0.06%-4,96413F-HRTimelineGroup
Cambridge Investment Research Advisors,…39,459$1.71M<0.01%+2,04413F-HRTimeline
Long Island Wealth Management, Inc.31,324$1.36M0.64%-30013F-HRTimeline
PFG Advisors28,928$1.25M0.06%-11,70813F-HRTimeline
Accurate Wealth Management, LLC25,195$1.1M0.14%-7613F-HRTimeline
Todd Wealth Management, LLC24,988$1.08M0.98%13F-HRTimeline
HighTower Advisors, LLC23,458$1.01M<0.01%013F-HRTimeline
Ausdal Financial Partners, Inc.22,801$986K0.05%+17,65513F-HRTimeline
MML INVESTORS SERVICES, LLC21,814$944K<0.01%-8,84613F-HRTimeline
OLD MISSION CAPITAL LLC21,625$935K0.04%+13,74713F-HRTimeline
Mutual Advisors, LLC21,161$915K0.02%013F-HRTimeline
Gladstone Institutional Advisory LLC21,100$913K0.03%new13F-HRTimeline
MBL Wealth, LLC20,915$905K0.07%+3013F-HRTimeline
Compass Advisory Group LLC20,238$875K0.24%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth18,829$815K<0.01%-25213F-HRTimelineGroup
Wood Tarver Financial Group, LLC17,874$773K0.22%-12313F-HRTimeline
JT Stratford LLC17,103$740K0.09%+3,23513F-HRTimeline
Trek Financial, LLC17,031$737K0.04%013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC16,344$707K0.09%-4,49713F-HRTimeline
Southland Equity Partners LLC16,040$694K0.14%013F-HRTimeline
Maltin Wealth Management, Inc.15,113$654K0.26%013F-HRTimeline
Triad Wealth Partners, LLC14,674$635K0.06%+1,81113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC13,918$602K0.01%-33513F-HRTimelineGroup
JOURNEY RETIREMENT PLANNING & INVESTMEN…13,900$601K0.12%13F-HRTimeline
Diligent Investors, LLC13,890$601K0.15%013F-HRTimeline
ATX Financial Planning, LLC12,905$558K0.43%13F-HRTimeline
Hiley Hunt Wealth Management12,824$555K0.25%013F-HRTimeline
Summit Financial, LLC12,676$548K0.01%+54613F-HRTimeline
Valmark Advisers, Inc.11,720$507K0.01%013F-HRTimeline
BFI Wealth Solutions, LLC11,600$502K0.48%13F-HRTimeline
RFG Advisory, LLC11,344$491K0.01%+13313F-HRTimeline
Chicago Partners Investment Group LLC11,072$482K0.01%013F-HRTimeline
Atria Investments, Inc10,253$444K0.01%+55313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,145$439K0.01%+4,08413F-HRTimelineGroup
O'Connor Financial Group LLC10,082$439K0.17%new13F-HRTimeline
Continuum Advisory, LLC9,699$420K0.04%013F-HRTimeline
RMG Wealth Management LLC15,732$380K0.05%new13F-HRTimeline
SageView Advisory Group, LLC8,761$379K0.01%013F-HRTimeline
Bedel Financial Consulting, Inc.8,624$373K0.04%013F-HRTimeline
XML Financial, LLC8,391$363K0.03%013F-HRTimeline
Advisory Services Network, LLC7,492$324K<0.01%+1,10013F-HRTimeline
HARBOUR INVESTMENTS, INC.6,930$300K0.01%-1,31513F-HRTimeline
Encompass More Asset Management6,849$296K0.05%+1,11013F-HRTimeline
Tradition Wealth Management, LLC6,698$290K0.02%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC6,674$289K0.01%013F-HRTimeline
XY Planning Network, Inc.6,349$275K0.05%+1,19613F-HRTimeline
Savvy Advisors, Inc.5,776$250K0.01%new13F-HRTimeline
Visionary Wealth Advisors5,570$241K0.01%-3013F-HRTimeline
Lakeridge Wealth Management LLC5,526$239K0.11%013F-HRTimeline
Koshinski Asset Management, Inc.5,312$230K0.01%013F-HRTimeline
WorthPointe, LLC5,211$225K0.06%013F-HRTimeline
Ballast Rock Private Wealth LLC5,150$223K0.14%13F-HRTimeline
Elmwood Wealth Management, Inc.5,000$216K0.07%013F-HRTimeline
FC Advisory LLC4,734$205K0.06%new13F-HRTimeline
MTM FINANCIAL GROUP, LLC4,729$205K0.1%-23013F-HRTimeline
Orion Capital Management LLC3,983$172K0.06%013F-HRTimeline
AE Wealth Management LLC3,717$161K<0.01%+1,14513F-HRTimeline
Keating Financial Advisory Services, In…3,398$147K0.02%13F-HRTimeline
DHJJ Financial Advisors, Ltd.2,948$128K0.04%-80013F-HRTimeline
CoreCap Advisors, LLC2,706$117K<0.01%-9813F-HRTimeline
Financial Network Wealth Advisors LLC2,402$104K0.11%+15113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,371$103K<0.01%+87113F-HR/ATimelineGroup
Bullock Wealth Management Group1,455$62.9K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…1,389$60.1K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,095$47K<0.01%013F-HR/ATimelineGroup
Archer Investment Corp1,057$45.7K0.01%013F-HRTimeline
Sunbelt Securities, Inc.1,000$43.3K<0.01%013F-HRTimeline
OPTIMA CAPITAL LLC744$32.2K0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC700$30.3K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.586$25.4K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC500$21.6K0.02%13F-HRTimeline
Arax Advisory Partners475$20.5K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC300$13K<0.01%013F-HRTimeline
IFP Advisors, Inc270$11.7K<0.01%013F-HRTimeline
WealthShield Partners, LLC263$11.4K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.166$7.18K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG152$6.58K<0.01%-30413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO129$5.58K<0.01%-5,66113F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC92$3.98K<0.01%-3,42713F-HRTimelineGroup
Camelot Portfolios, LLC52$2.25K<0.01%new13F-HRTimeline
Truvestments Capital LLC27$1.17K<0.01%013F-HRTimeline