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Disclosery

UJUL INNOVATOR ETFS TRUST

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ETF (fund)

80 managers (80 13F filers) reported a position in UJUL shares at 2025-09-30, 4,581,249 shares in all. 17 filers opened a position and 5 filers sold out during the quarter.

Managers
80
13F filers
80
New
17
Added
30
Reduced
16
Sold out
5
Shares held by filers
4,581,249

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
Brookstone Capital Managementin group Brookstone Capital Management1,633,596$62.3M0.74%+1,598,62113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.323,564$12.2M0.02%+7,34513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC278,917$10.6M<0.01%+4,89513F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …270,179$10.3M0.6%+11,76013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC250,684$9.55M0.04%-10,11713F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC174,667$6.66M0.96%+8,44313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…135,764$5.18M0.01%-1,89013F-HRTimeline
CWM, LLCin group CWM, LLC112,647$4.29M0.01%-40013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC67,498$2.57M<0.01%+6,38113F-HRTimeline
IMG Wealth Management, Inc.65,076$2.48M1.68%+19813F-HRTimeline
Arete Wealth Advisors, LLC61,914$2.36M0.15%+50,59613F-HRTimeline
Berger Financial Group, Inc59,069$2.25M0.13%+41,35813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC54,273$2.07M<0.01%013F-HRTimelineGroup
CENTRAL VALLEY ADVISORS, LLC52,235$1.99M0.62%+20,53913F-HRTimeline
Orion Porfolio Solutions, LLC50,794$1.94M0.02%+6,81413F-HRTimeline
Allworth Financial LP50,685$1.93M0.01%+13413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC46,527$1.77M<0.01%+15,23313F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV44,597$1.7M0.11%-43513F-HRTimeline
Merit Financial Group, LLC40,777$1.55M0.01%-34,59713F-HR/ATimeline
WPWealth LLP39,686$1.51M0.25%-27113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management35,588$1.36M0.05%+28,11713F-HRTimelineGroup
LPL Financial LLC33,902$1.29M<0.01%+6,14113F-HRTimeline
MML INVESTORS SERVICES, LLC33,662$1.28M<0.01%+7,15413F-HRTimeline
Chicago Partners Investment Group LLC32,647$1.25M0.03%013F-HRTimeline
SeaCrest Wealth Management, LLC32,062$1.22M0.13%new13F-HRTimeline
HighTower Advisors, LLC31,600$1.2M<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC30,156$1.15M0.18%013F-HRTimeline
Cambridge Investment Research Advisors,…28,445$1.08M<0.01%+1,09913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP25,857$985K<0.01%013F-HRTimelineGroup
Strategic Blueprint, LLC24,787$945K0.04%+11,02313F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth24,150$927K0.01%+12,07513F-HRTimelineGroup
O'Connor Financial Group LLC20,678$788K0.33%013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…17,175$655K<0.01%-32513F-HRTimeline
InvesTrust16,258$620K0.23%013F-HRTimeline
Foundations Investment Advisors, LLC16,129$615K0.01%new13F-HRTimeline
Archer Investment Corp15,311$583K0.13%+71213F-HRTimeline
CENTAURUS FINANCIAL, INC.14,696$560K0.03%-18813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO14,470$551K<0.01%+69813F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,451$551K<0.01%new13F-HRTimelineGroup
Triad Wealth Partners, LLC14,041$535K0.07%+7,72213F-HRTimeline
Cetera Investment Advisers13,809$526K<0.01%+2,41513F-HRTimeline
GTS SECURITIES LLC12,829$489K0.02%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP12,324$470K0.03%new13F-HRTimeline
Arkadios Wealth Advisors12,257$467K0.01%new13F-HRTimeline
Souders Financial Advisors12,195$465K0.06%-1,97313F-HRTimeline
Advisory Services Network, LLC12,155$463K0.01%013F-HRTimeline
RETIREMENT GUYS FORMULA LLC12,079$460K0.16%-1913F-HRTimeline
Allegiance Financial Group Advisory Ser…12,075$460K0.11%013F-HRTimeline
Steward Partners Investment Advisory, L…11,989$457K<0.01%-1,31813F-HRTimeline
RFG Advisory, LLC11,365$433K0.01%-22013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,225$428K<0.01%new13F-HRTimelineGroup
Wood Tarver Financial Group, LLC10,985$418K0.12%+5,93913F-HRTimeline
Bedel Financial Consulting, Inc.10,960$418K0.05%013F-HRTimeline
Atria Investments, Inc10,704$408K<0.01%new13F-HRTimeline
Accurate Wealth Management, LLC10,623$404K0.05%-1,54913F-HRTimeline
Chris Bulman Inc9,287$354K0.18%new13F-HRTimeline
ALTFEST L J & CO INC8,595$328K0.04%013F-HRTimeline
Tradition Wealth Management, LLC8,174$312K0.02%+67513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,714$294K0.01%+50113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,589$289K<0.01%new13F-HRTimelineGroup
Encompass More Asset Management6,918$264K0.05%+1,20013F-HRTimeline
Buska Wealth Management, LLC6,698$255K0.08%-1,52513F-HRTimeline
Delta Investment Management, LLC6,605$252K0.05%013F-HRTimeline
CALTON & ASSOCIATES, INC.5,502$251K0.04%new13F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV6,531$249K0.1%-1,00013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,881$224K<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…5,778$220K0.02%013F-HRTimeline
Trek Financial, LLC5,617$214K0.01%new13F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC5,265$201K0.11%new13F-HRTimeline
AE Wealth Management LLC4,847$185K<0.01%+1,26513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,365$166K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC2,840$108K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC1,773$67.6K0.07%+49913F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,324$50.5K0.05%013F-HR/ATimeline
HARBOUR INVESTMENTS, INC.985$37.5K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.864$32.9K0.01%+82413F-HRTimeline
WealthShield Partners, LLC434$16.5K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY400$15.2K<0.01%-3,50013F-HR/ATimelineGroup
Aptus Capital Advisors, LLC400$15.2K<0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC75$2.86K<0.01%new13F-HR/ATimelineGroup