Skip to content
Disclosery

UJUL INNOVATOR ETFS TRUST

Follow

ETF (fund)

70 managers (70 13F filers) reported a position in UJUL shares at 2025-06-30, 2,902,458 shares in all. 8 filers opened a position and 7 filers sold out during the quarter.

Managers
70
13F filers
70
New
8
Added
22
Reduced
22
Sold out
7
Shares held by filers
2,902,458

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.316,219$11.6M0.02%+5,24213F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC274,022$10.1M<0.01%+9,02513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC260,801$9.59M0.05%+12,31213F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …258,419$9.51M0.62%+14,57113F-HR/ATimeline
Seros Financial, LLC245,628$9.04M5.73%+40,05813F-HRTimeline
KFG WEALTH MANAGEMENT, LLC166,224$6.12M0.98%-36,46613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…137,654$5.08M0.01%+4,70413F-HRTimeline
CWM, LLCin group CWM, LLC113,047$4.16M0.01%+24,95813F-HRTimelineGroup
Merit Financial Group, LLC75,374$2.77M0.03%new13F-HRTimeline
IMG Wealth Management, Inc.64,878$2.39M1.85%+6,40913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC61,117$2.25M<0.01%-8,17113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC54,273$2M<0.01%new13F-HRTimelineGroup
Allworth Financial LP50,551$1.86M0.01%-71613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV45,032$1.66M0.11%-10613F-HRTimeline
Orion Porfolio Solutions, LLC43,980$1.62M0.01%+26,02513F-HR/ATimeline
WPWealth LLP39,957$1.47M0.27%-1,48713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management34,975$1.29M0.02%-1,92113F-HRTimelineGroup
Chicago Partners Investment Group LLC32,647$1.21M0.03%013F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC31,696$1.17M0.4%+8,29013F-HRTimeline
HighTower Advisors, LLC31,600$1.16M<0.01%+1,00013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC31,294$1.15M<0.01%+4,87513F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC30,156$1.11M0.2%013F-HRTimeline
LPL Financial LLC27,761$1.02M<0.01%+3,99913F-HRTimeline
Cambridge Investment Research Advisors,…27,346$1.01M<0.01%+1,61013F-HRTimeline
MML INVESTORS SERVICES, LLC26,508$975K<0.01%-613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP25,857$951K<0.01%-1,06213F-HRTimelineGroup
O'Connor Financial Group LLC20,678$763K0.34%+413F-HRTimeline
Berger Financial Group, Inc17,711$652K0.04%013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…17,500$644K<0.01%013F-HRTimeline
InvesTrust16,258$598K0.23%013F-HRTimeline
CENTAURUS FINANCIAL, INC.14,884$548K0.03%-3,47913F-HRTimeline
Archer Investment Corp14,599$537K0.13%+2,67613F-HRTimeline
City Center Advisors, LLC14,573$536K0.57%-1,15913F-HRTimeline
Souders Financial Advisors14,168$521K0.07%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,772$507K<0.01%-12713F-HRTimelineGroup
Strategic Blueprint, LLC13,764$506K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…13,307$490K<0.01%-33613F-HRTimeline
Advisory Services Network, LLC12,155$451K0.01%new13F-HRTimeline
Accurate Wealth Management, LLC12,172$450K0.07%+3,35913F-HRTimeline
RETIREMENT GUYS FORMULA LLC12,098$445K0.17%-85613F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth12,075$444K0.01%new13F-HRTimelineGroup
Allegiance Financial Group Advisory Ser…12,075$444K0.12%013F-HRTimeline
RFG Advisory, LLC11,585$426K0.01%-3,69313F-HRTimeline
Cetera Investment Advisers11,394$419K<0.01%013F-HRTimeline
Arete Wealth Advisors, LLC11,318$416K0.03%-7,36813F-HRTimeline
Bedel Financial Consulting, Inc.10,960$403K0.06%013F-HRTimeline
Worth Financial Advisory Group, LLC10,570$389K0.24%-1,14513F-HRTimeline
ALTFEST L J & CO INC8,595$316K0.04%013F-HRTimeline
Buska Wealth Management, LLC8,223$303K0.08%-2,15713F-HRTimeline
WorthPointe, LLC7,989$294K0.12%-7313F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV7,531$277K0.12%013F-HRTimeline
Tradition Wealth Management, LLC7,499$276K0.02%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,471$275K0.01%-7,80713F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,213$265K0.01%new13F-HRTimelineGroup
Delta Investment Management, LLC6,605$243K0.05%-813F-HRTimeline
Triad Wealth Partners, LLC6,319$232K0.05%new13F-HRTimeline
Capital Investment Advisory Services, L…5,778$213K0.02%+47013F-HRTimeline
Encompass More Asset Management5,718$210K0.05%new13F-HRTimeline
Talon Private Wealth, LLC5,185$191K0.03%-1,93813F-HRTimeline
Wood Tarver Financial Group, LLC5,046$185K0.06%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,365$161K<0.01%+1,91913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,900$143K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC3,582$132K<0.01%+1,08313F-HRTimeline
CoreCap Advisors, LLC2,840$104K<0.01%+1,01113F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,324$48.7K0.06%13F-HRTimeline
Financial Network Wealth Advisors LLC1,274$46.9K0.06%+1,17713F-HRTimeline
HARBOUR INVESTMENTS, INC.985$36.2K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG344$12.7K<0.01%-12013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.40$1.47K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.