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Disclosery

UJUN INNOVATOR ETFS TRUST

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ETF (fund)

54 managers (54 13F filers) reported a position in UJUN shares at 2026-03-31, 1,484,374 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
54
13F filers
54
New
3
Added
4
Reduced
26
Sold out
2
Shares held by filers
1,484,374

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
Berger Financial Group, Inc175,588$6.54M0.37%-28,95713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …154,608$5.76M0.33%+8,89813F-HRTimeline
Trek Financial, LLC150,081$5.59M0.3%-3,01413F-HRTimeline
SeaCrest Wealth Management, LLC96,537$3.59M0.38%-87413F-HRTimeline
KFG WEALTH MANAGEMENT, LLC79,389$2.96M0.38%-17,64013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…60,697$2.26M<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC55,805$2.08M0.01%-8313F-HRTimelineGroup
CENTRAL VALLEY ADVISORS, LLC54,057$2.01M0.55%-18713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC51,450$1.92M<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.42,078$1.57M<0.01%-3,31713F-HRTimelineGroup
Castle Rock Wealth Management, LLC40,094$1.5M0.32%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management39,785$1.48M0.05%-12,59113F-HRTimelineGroup
LPL Financial LLC31,593$1.18M<0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC28,750$1.07M<0.01%+3,08713F-HRTimelineGroup
IMG Wealth Management, Inc.28,137$1.05M0.67%-513F-HRTimeline
Wood Tarver Financial Group, LLC25,684$956K0.26%013F-HRTimeline
AssuredPartners Investment Advisors, LLC25,356$951K0.1%-15413F-HRTimeline
Beacon Pointe Advisors, LLC25,204$939K<0.01%-10013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management23,980$893K0.01%-1,33913F-HRTimelineGroup
Foundations Investment Advisors, LLC22,985$856K0.01%+32013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP22,598$842K<0.01%-1,62813F-HRTimelineGroup
Cetera Investment Advisers19,998$745K<0.01%-1,68013F-HRTimeline
Garden State Investment Advisory Servic…17,235$642K0.15%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,941$559K<0.01%-1,68613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO14,687$539K<0.01%-1,94413F-HR/ATimelineGroup
Barnes Dennig Private Wealth Management…14,185$528K0.52%013F-HRTimeline
Tradition Wealth Management, LLC12,951$482K0.03%013F-HRTimeline
SageView Advisory Group, LLC12,430$463K0.02%013F-HRTimeline
Creative Planningin group Creative Planning12,430$463K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…12,139$452K<0.01%013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC10,211$380K0.22%-37013F-HRTimeline
Strategic Blueprint, LLC9,853$367K0.02%013F-HRTimeline
MML INVESTORS SERVICES, LLC9,823$366K<0.01%-2,88813F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC9,478$353K0.05%013F-HRTimeline
O'Connor Financial Group LLC8,958$334K0.14%+413F-HRTimeline
OLD MISSION CAPITAL LLC8,934$333K0.01%-34,34913F-HRTimeline
CoreCap Advisors, LLC7,677$286K0.01%-1013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,298$272K<0.01%new13F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP7,070$263K0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…6,155$229K<0.01%013F-HRTimeline
FC Advisory LLC6,061$226K0.07%013F-HRTimeline
GTS SECURITIES LLC5,817$217K0.01%013F-HRTimeline
Advisory Services Network, LLC5,745$214K<0.01%013F-HRTimeline
WealthShield Partners, LLC5,632$210K0.02%013F-HRTimeline
AE Wealth Management LLC2,664$99.2K<0.01%-613F-HRTimeline
Keating Financial Advisory Services, In…2,259$84.1K0.01%-12013F-HRTimeline
Integrity Financial Corp /WA1,544$57.5K0.03%-1,17113F-HRTimeline
Financial Network Wealth Advisors LLC932$34.7K0.04%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC800$29.8K0.02%-40013F-HRTimeline
Archer Investment Corp715$26.6K0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…700$26.1K<0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC219$8.15K<0.01%-2,66913F-HRTimelineGroup
UBS Group AGin group UBS Group AG196$7.3K<0.01%-2213F-HRTimelineGroup
Larson Financial Group LLC181$6.74K<0.01%013F-HRTimeline