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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 2026-03-31, 2,712,026 shares in all. 2 filers opened a position and 10 filers sold out during the quarter.

Managers
75
13F filers
75
New
2
Added
15
Reduced
37
Sold out
10
Shares held by filers
2,712,026

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC301,861$11.6M<0.01%+22,37613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.278,191$10.7M0.02%-10,83213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC248,559$9.52M0.04%-1,98113F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …175,352$6.72M0.38%+10,11513F-HRTimeline
CWM, LLCin group CWM, LLC125,378$4.8M0.01%+2,71013F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC102,110$3.91M0.51%-31,29613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management82,891$3.17M0.04%-2,50313F-HRTimelineGroup
Foundations Investment Advisors, LLC75,739$2.9M0.04%+1,13813F-HRTimeline
IMG Wealth Management, Inc.64,111$2.46M1.57%-28213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC63,043$2.41M<0.01%-14013F-HRTimeline
Orion Porfolio Solutions, LLC60,393$2.31M0.02%+5,30613F-HRTimeline
Arete Wealth Advisors, LLC58,380$2.24M0.17%+713F-HR/ATimeline
Berger Financial Group, Inc55,885$2.14M0.12%-1,29213F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC51,854$1.99M0.54%-38113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC48,807$1.87M<0.01%+1,71513F-HRTimelineGroup
Allworth Financial LP48,288$1.85M0.01%-1,16813F-HRTimeline
AssuredPartners Investment Advisors, LLC45,737$1.77M0.19%-5,52913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV45,734$1.75M0.09%+23313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC43,612$1.67M<0.01%013F-HRTimelineGroup
Todd Wealth Management, LLC39,412$1.51M1.37%-26913F-HRTimeline
Chicago Partners Investment Group LLC32,647$1.3M0.03%013F-HRTimeline
MML INVESTORS SERVICES, LLC33,949$1.3M<0.01%-65913F-HRTimeline
LPL Financial LLC32,966$1.26M<0.01%-70913F-HRTimeline
HighTower Advisors, LLC31,600$1.21M<0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…30,990$1.19M<0.01%+12713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…30,013$1.16M<0.01%-105,66613F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC30,156$1.15M0.15%013F-HRTimeline
SeaCrest Wealth Management, LLC26,131$1M0.11%-4,03113F-HRTimeline
Strategic Blueprint, LLC24,461$937K0.05%-58413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP24,111$923K<0.01%-1,16113F-HRTimelineGroup
Triad Wealth Partners, LLC23,564$902K0.07%+7,64713F-HRTimeline
WPWealth LLP22,862$876K0.13%-3,17413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management22,789$873K0.03%-10,89113F-HRTimelineGroup
O'Connor Financial Group LLC20,901$800K0.33%+1913F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…16,675$639K<0.01%-50013F-HRTimeline
InvesTrust16,258$623K0.26%013F-HRTimeline
CENTAURUS FINANCIAL, INC.14,373$550K0.03%-31413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,034$537K<0.01%-32,14413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,779$519K<0.01%-34213F-HR/ATimelineGroup
Cetera Investment Advisers13,364$512K<0.01%-7913F-HRTimeline
Advisory Services Network, LLC12,155$466K0.01%013F-HRTimeline
RETIREMENT GUYS FORMULA LLC12,036$461K0.21%-513F-HRTimeline
Steward Partners Investment Advisory, L…11,989$459K<0.01%013F-HRTimeline
Atria Investments, Inc11,884$455K0.01%+62013F-HRTimeline
Souders Financial Advisors11,680$447K0.05%-51513F-HRTimeline
RFG Advisory, LLC11,335$434K0.01%-12013F-HRTimeline
Wood Tarver Financial Group, LLC10,985$420K0.12%013F-HRTimeline
Archer Investment Corp10,832$415K0.09%-1,97713F-HRTimeline
Accurate Wealth Management, LLC10,061$395K0.05%013F-HRTimeline
Bedel Financial Consulting, Inc.9,927$380K0.04%-98213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,914$380K<0.01%-2,23913F-HRTimelineGroup
Encompass More Asset Management8,927$342K0.06%+75813F-HRTimeline
ALTFEST L J & CO INC8,595$329K0.04%013F-HRTimeline
Tradition Wealth Management, LLC8,137$312K0.02%-3713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP6,998$268K0.01%-6,31413F-HRTimeline
AE Wealth Management LLC6,550$251K<0.01%+17313F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV6,531$250K0.11%013F-HRTimeline
Delta Investment Management, LLC6,500$249K0.04%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,038$231K<0.01%-4,38913F-HRTimelineGroup
Allegiance Financial Group Advisory Ser…5,991$229K0.05%013F-HRTimeline
Capital Investment Advisory Services, L…5,778$221K0.02%013F-HRTimeline
BFI Wealth Solutions, LLC5,650$218K0.21%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,486$210K<0.01%-20613F-HRTimelineGroup
Buska Wealth Management, LLC5,255$201K0.08%-68213F-HRTimeline
CoreCap Advisors, LLC2,629$101K<0.01%-2513F-HRTimeline
Financial Network Wealth Advisors LLC2,064$79K0.08%+12213F-HRTimeline
Keating Financial Advisory Services, In…1,406$53.8K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,324$50.7K0.04%013F-HRTimeline
Talon Private Wealth, LLC1,288$49.3K0.01%13F-HRTimeline
Ashton Thomas Private Wealth, LLC1,021$39.1K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.864$33.1K0.01%013F-HRTimeline
WealthShield Partners, LLC434$16.6K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC400$15.3K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC400$15.3K<0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2$77<0.01%-5013F-HRTimelineGroup