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Disclosery

UJUL INNOVATOR ETFS TRUST

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ETF (fund)

75 managers (75 13F filers) reported a position in UJUL shares at 2026-06-30, 2,187,755 shares in all. 13 filers opened a position and 10 filers sold out during the quarter.

Managers
75
13F filers
75
New
13
Added
22
Reduced
23
Sold out
10
Shares held by filers
2,187,755

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.281,971$11.5M0.01%+3,78013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC196,626$8.02M0.03%-51,93313F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …183,958$7.5M0.37%+8,60613F-HRTimeline
KFG WEALTH MANAGEMENT, LLC96,867$3.95M0.45%-5,24313F-HRTimeline
Foundations Investment Advisors, LLC78,980$3.22M0.03%+3,24113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management75,085$3.06M0.03%-7,80613F-HRTimelineGroup
Orion Porfolio Solutions, LLC66,325$2.7M0.02%+5,93213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC65,770$2.68M<0.01%+2,72713F-HRTimeline
IMG Wealth Management, Inc.64,004$2.61M1.45%-10713F-HRTimeline
Arete Wealth Advisors, LLC58,450$2.38M0.16%+7013F-HR/ATimeline
CENTRAL VALLEY ADVISORS, LLC58,253$2.37M0.61%+6,39913F-HRTimeline
Berger Financial Group, Inc57,745$2.35M0.12%+1,86013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC46,962$1.91M<0.01%+3,35013F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC45,664$1.86M0.18%-7313F-HRTimeline
Allworth Financial LP44,413$1.81M0.01%-3,87513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…41,684$1.71M<0.01%+11,67113F-HRTimeline
LPL Financial LLC41,184$1.68M<0.01%+8,21813F-HRTimeline
Triad Wealth Partners, LLC38,984$1.6M0.09%+15,42013F-HRTimeline
Chicago Partners Investment Group LLC32,647$1.32M0.03%013F-HRTimeline
Cambridge Investment Research Advisors,…32,143$1.31M<0.01%+1,15313F-HR/ATimeline
HighTower Advisors, LLC31,600$1.29M<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC30,156$1.23M0.14%013F-HRTimeline
Accurate Wealth Management, LLC24,368$997K0.1%+14,30713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP24,111$983K<0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC23,012$938K<0.01%-25,79513F-HRTimelineGroup
SteelPeak Wealth, LLC20,604$840K0.02%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management20,088$819K0.02%-2,70113F-HRTimelineGroup
WPWealth LLP19,434$792K0.12%-3,42813F-HRTimeline
Campbell Deegan Wealth Management, LLC18,365$749K0.53%new13F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…16,675$680K<0.01%013F-HRTimeline
InvesTrust16,258$663K0.26%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC14,535$593K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,727$558K<0.01%-5213F-HRTimelineGroup
Cetera Investment Advisers13,118$535K<0.01%-24613F-HRTimeline
Strategic Blueprint, LLC13,095$534K0.03%-11,36613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,995$530K<0.01%-1,03913F-HRTimelineGroup
Advisory Services Network, LLC12,500$510K0.01%+34513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,068$492K<0.01%-289,79313F-HRTimelineGroup
RETIREMENT GUYS FORMULA LLC12,036$491K0.18%013F-HRTimeline
Steward Partners Investment Advisory, L…11,989$489K<0.01%013F-HRTimeline
Atria Investments, Inc11,956$487K<0.01%+7213F-HRTimeline
Souders Financial Advisors11,680$476K0.05%013F-HRTimeline
Bedel Financial Consulting, Inc.11,394$465K0.04%+1,46713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,964$447K<0.01%+1,05013F-HRTimelineGroup
Encompass More Asset Management10,947$446K0.07%+2,02013F-HRTimeline
RFG Advisory, LLC10,659$435K0.01%-67613F-HRTimeline
Tradition Wealth Management, LLC10,492$428K0.03%+2,35513F-HRTimeline
Archer Investment Corp10,287$419K0.08%-54513F-HR/ATimeline
AE Wealth Management LLC9,413$384K<0.01%+2,86313F-HRTimeline
Altium Investment Strategies LLC9,213$377K0.54%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,799$359K<0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning8,710$355K<0.01%new13F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.8,691$354K0.01%-5,68213F-HRTimeline
ALTFEST L J & CO INC8,507$347K0.03%-8813F-HRTimeline
MML INVESTORS SERVICES, LLC7,918$323K<0.01%-26,03113F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV6,531$266K0.1%013F-HRTimeline
Delta Investment Management, LLC6,470$264K0.04%-3013F-HRTimeline
Allegiance Financial Group Advisory Ser…5,991$244K0.04%013F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…5,880$240K0.19%new13F-HRTimeline
Capital Investment Advisory Services, L…5,778$236K0.01%013F-HRTimeline
BFI Wealth Solutions, LLC5,650$230K0.17%013F-HRTimeline
Lantz Financial LLC5,601$228K0.04%new13F-HRTimeline
SageView Advisory Group, LLC5,524$225K0.01%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,243$214K<0.01%-24313F-HRTimelineGroup
NewCorp Financial Services, Inc.4,973$203K0.16%new13F-HRTimeline
CoreCap Advisors, LLC2,885$118K<0.01%+25613F-HRTimeline
Financial Network Wealth Advisors LLC2,037$83K0.08%-2713F-HRTimeline
IMA Advisory Services, Inc.1,985$80.9K0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…1,406$57.3K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,324$54K0.03%013F-HRTimeline
DHJJ Financial Advisors, Ltd.864$35.2K0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC718$29.3K<0.01%-30313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY400$16.3K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC400$16.3K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC16$652<0.01%new13F-HRTimeline