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Disclosery

UJUL INNOVATOR ETFS TRUST

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ETF (fund)

82 managers (82 13F filers) reported a position in UJUL shares at 2025-12-31, 2,958,951 shares in all. 4 filers opened a position and 7 filers sold out during the quarter.

Managers
82
13F filers
82
New
4
Added
21
Reduced
31
Sold out
7
Shares held by filers
2,958,951

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
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.289,023$11.2M0.02%-34,54113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC279,485$10.8M<0.01%+56813F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC250,540$9.71M0.04%-14413F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …165,237$6.4M0.38%-104,94213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…135,679$5.29M0.01%-8513F-HRTimeline
KFG WEALTH MANAGEMENT, LLC133,406$5.17M0.69%-41,26113F-HRTimeline
CWM, LLCin group CWM, LLC122,668$4.75M0.01%+10,02113F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management85,394$3.31M0.04%-1,548,20213F-HRTimelineGroup
Foundations Investment Advisors, LLC74,601$2.89M0.04%+58,47213F-HRTimeline
IMG Wealth Management, Inc.64,393$2.5M1.58%-68313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC63,183$2.45M<0.01%-4,31513F-HRTimeline
Arete Wealth Advisors, LLC58,373$2.26M0.16%-3,54113F-HR/ATimeline
Berger Financial Group, Inc57,177$2.22M0.13%-1,89213F-HRTimeline
Orion Porfolio Solutions, LLC55,087$2.13M0.02%+4,29313F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC52,235$2.02M0.6%013F-HRTimeline
AssuredPartners Investment Advisors, LLC51,266$1.99M0.3%new13F-HRTimeline
Allworth Financial LP49,456$1.92M0.01%-1,22913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC47,092$1.82M<0.01%+56513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…46,178$1.79M<0.01%+31,72713F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV45,501$1.76M0.09%+90413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC43,612$1.69M<0.01%-10,66113F-HRTimelineGroup
Todd Wealth Management, LLC39,681$1.54M1.39%13F-HRTimeline
MML INVESTORS SERVICES, LLC34,608$1.34M<0.01%+94613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management33,680$1.31M0.04%-1,90813F-HRTimelineGroup
LPL Financial LLC33,675$1.3M<0.01%-22713F-HRTimeline
Chicago Partners Investment Group LLC32,647$1.27M0.03%013F-HRTimeline
HighTower Advisors, LLC31,600$1.22M<0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…30,863$1.2M<0.01%+2,41813F-HRTimeline
SeaCrest Wealth Management, LLC30,162$1.17M0.12%-1,90013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC30,156$1.17M0.17%013F-HRTimeline
OLD MISSION CAPITAL LLC26,486$1.03M0.04%new13F-HRTimeline
WPWealth LLP26,036$1.01M0.16%-13,65013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP25,272$979K<0.01%-58513F-HRTimelineGroup
Strategic Blueprint, LLC25,045$970K0.06%+25813F-HRTimeline
O'Connor Financial Group LLC20,882$815K0.32%+20413F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…17,175$666K<0.01%013F-HRTimeline
InvesTrust16,258$630K0.24%013F-HRTimeline
Triad Wealth Partners, LLC15,917$617K0.06%+1,87613F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…15,612$605K0.12%13F-HRTimeline
CENTAURUS FINANCIAL, INC.14,687$569K0.03%-913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO14,121$547K<0.01%-34913F-HRTimelineGroup
Cetera Investment Advisers13,443$521K<0.01%-36613F-HRTimeline
MONEY CONCEPTS CAPITAL CORP13,312$516K0.03%+98813F-HRTimeline
Archer Investment Corp12,809$496K0.11%-2,50213F-HRTimeline
Souders Financial Advisors12,195$473K0.05%013F-HRTimeline
Advisory Services Network, LLC12,155$471K0.01%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…12,153$471K0.01%+4,43913F-HRTimelineGroup
RETIREMENT GUYS FORMULA LLC12,041$467K0.21%-3813F-HRTimeline
Steward Partners Investment Advisory, L…11,989$465K<0.01%013F-HRTimeline
RFG Advisory, LLC11,455$444K0.01%+9013F-HRTimeline
Atria Investments, Inc11,264$436K<0.01%+56013F-HRTimeline
Wood Tarver Financial Group, LLC10,985$425K0.12%013F-HRTimeline
Bedel Financial Consulting, Inc.10,909$423K0.05%-5113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,427$404K<0.01%-79813F-HR/ATimelineGroup
Accurate Wealth Management, LLC10,061$392K0.05%-56213F-HRTimeline
ALTFEST L J & CO INC8,595$333K0.04%013F-HRTimeline
Tradition Wealth Management, LLC8,174$317K0.02%013F-HRTimeline
Encompass More Asset Management8,169$317K0.06%+1,25113F-HRTimeline
NewCorp Financial Services, Inc.7,303$283K0.25%13F-HRTimeline
Trek Financial, LLC6,707$260K0.02%+1,09013F-HRTimeline
CALTON & ASSOCIATES, INC.5,577$258K0.04%+7513F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV6,531$253K0.1%013F-HRTimeline
Delta Investment Management, LLC6,500$252K0.04%-10513F-HRTimeline
AE Wealth Management LLC6,377$247K<0.01%+1,53013F-HRTimeline
Allegiance Financial Group Advisory Ser…5,991$232K0.05%-6,08413F-HRTimeline
Buska Wealth Management, LLC5,937$230K0.09%-76113F-HRTimeline
Capital Investment Advisory Services, L…5,778$224K0.02%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,692$221K<0.01%-18913F-HRTimelineGroup
BFI Wealth Solutions, LLC5,650$219K0.21%13F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC5,265$204K0.11%013F-HRTimeline
CoreCap Advisors, LLC2,654$103K<0.01%-18613F-HRTimeline
Financial Network Wealth Advisors LLC1,942$75.3K0.08%+16913F-HRTimeline
Keating Financial Advisory Services, In…1,406$54.5K0.01%13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,324$51.3K0.04%013F-HRTimeline
HARBOUR INVESTMENTS, INC.985$38.2K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.864$33.5K0.01%013F-HRTimeline
OPTIMA CAPITAL LLC839$32.5K0.01%new13F-HRTimeline
WealthShield Partners, LLC434$16.8K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY400$15.5K<0.01%013F-HR/ATimelineGroup
Aptus Capital Advisors, LLC400$15.5K<0.01%013F-HRTimeline
Camelot Portfolios, LLC58$2.25K<0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC52$2.02K<0.01%-2313F-HRTimelineGroup