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Disclosery

ZJUL INNOVATOR ETFS TRUST

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ETF (fund)

85 managers (85 13F filers) reported a position in ZJUL shares at 2026-06-30, 2,192,464 shares in all. 10 filers opened a position and 11 filers sold out during the quarter.

Managers
85
13F filers
85
New
10
Added
17
Reduced
28
Sold out
11
Shares held by filers
2,192,464

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
COMMONWEALTH EQUITY SERVICES, LLC227,129$6.81M0.01%-38,05813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.140,089$4.2M<0.01%-1,91413F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…115,087$3.45M0.29%13F-HRTimelineGroup
HighTower Advisors, LLC111,165$3.33M<0.01%-1,67313F-HRTimeline
Cetera Investment Advisers108,846$3.26M<0.01%+1,79513F-HRTimeline
CENTAURUS FINANCIAL, INC.107,150$3.21M0.12%-32,55313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC73,189$2.19M<0.01%+18,44313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…70,177$2.1M<0.01%+31,72513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS65,482$1.96M<0.01%013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.51,777$1.55M0.09%-54613F-HRTimelineGroup
LPL Financial LLC43,985$1.32M<0.01%+13,93113F-HRTimeline
Trek Financial, LLC43,511$1.3M0.06%-94313F-HRTimeline
KFG WEALTH MANAGEMENT, LLC43,009$1.29M0.15%-1,05313F-HRTimeline
Diligent Investors, LLC42,137$1.26M0.28%-6,20013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC41,790$1.25M<0.01%-24,19813F-HRTimelineGroup
Triad Wealth Partners, LLC40,953$1.23M0.07%new13F-HRTimeline
Archer Investment Corp39,869$1.19M0.23%-5,93213F-HR/ATimeline
Cambridge Investment Research Advisors,…32,857$985K<0.01%+15,25813F-HR/ATimeline
IMG Wealth Management, Inc.29,043$870K0.48%-1,12313F-HRTimeline
Cypress Wealth Services, LLC28,623$858K0.11%-8,31613F-HRTimeline
Carmel Capital Partners, LLC25,700$770K0.25%new13F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC24,677$740K0.19%+2,51013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP24,087$722K<0.01%+7,17813F-HRTimelineGroup
AdvisorNet Financial, Inc23,891$716K0.03%013F-HRTimeline
Continuum Advisory, LLC20,860$625K0.05%-8613F-HRTimeline
Waverly Advisors, LLC20,537$615K<0.01%-45013F-HRTimeline
NewEdge Advisors, LLC20,376$611K<0.01%013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC20,012$600K0.13%-1,15313F-HRTimeline
Main Street Financial Solutions, LLC19,490$584K0.04%013F-HRTimeline
Lineweaver Wealth Advisors, LLC18,820$564K0.07%013F-HRTimeline
Geneos Wealth Management Inc.18,650$559K0.01%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …17,952$538K0.03%-1,48313F-HRTimeline
FC Advisory LLC17,376$521K0.14%-84513F-HRTimeline
Kingsview Wealth Management, LLC17,328$519K0.01%+1,88213F-HRTimeline
Farther Finance Advisors, LLC17,163$514K<0.01%+13213F-HRTimeline
Mutual Advisors, LLC15,584$467K0.01%-2,65913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC15,220$456K<0.01%+6,64213F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management15,197$455K<0.01%-3,61413F-HRTimelineGroup
Allworth Financial LP14,985$449K<0.01%-20313F-HRTimeline
Collaborative Wealth Managment Inc.14,723$441K0.19%013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC14,495$434K0.17%013F-HRTimeline
Reliant Wealth Planning14,366$431K0.12%013F-HRTimeline
Tradition Wealth Management, LLC14,283$428K0.03%-66713F-HRTimeline
Advisory Services Network, LLC12,628$378K<0.01%013F-HRTimeline
AssuredPartners Investment Advisors, LLC12,521$375K0.04%013F-HRTimeline
Glen Eagle Advisors, LLC12,485$374K0.05%013F-HRTimeline
NorthRock Partners, LLC12,187$365K0.01%-413F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC11,916$357K0.17%new13F-HRTimeline
Souders Financial Advisors11,694$350K0.04%013F-HRTimeline
HARBOUR INVESTMENTS, INC.11,623$348K<0.01%-3,37813F-HRTimeline
INTEGRITY ALLIANCE, LLC.11,348$340K0.01%013F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC10,314$309K0.06%-15213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,307$309K0.01%-1,12813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC10,234$307K<0.01%new13F-HRTimelineGroup
Three Seasons Wealth, LLC10,116$303K0.03%013F-HRTimeline
GWN SECURITIES INC.10,089$302K0.05%-1213F-HRTimeline
Caliber Wealth Management, LLC / KS9,813$294K0.03%+2,84513F-HRTimeline
SYON CAPITAL LLC9,700$291K0.01%013F-HRTimeline
Chicago Partners Investment Group LLC9,580$287K0.01%new13F-HRTimeline
Soltis Investment Advisors LLC8,858$265K0.02%+51913F-HRTimeline
Aegis Wealth Management, Inc.8,823$264K0.17%+1,14413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,771$263K<0.01%+28513F-HRTimeline
Creative Planningin group Creative Planning8,658$259K<0.01%+7813F-HRTimelineGroup
SageView Advisory Group, LLC8,580$257K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.8,450$253K0.15%013F-HRTimeline
Code Waechter LLC8,386$251K0.13%new13F-HRTimeline
MML INVESTORS SERVICES, LLC7,996$240K<0.01%+22113F-HRTimeline
Steward Partners Investment Advisory, L…7,804$234K<0.01%013F-HRTimeline
Allegiance Financial Group Advisory Ser…7,682$230K0.04%013F-HRTimeline
CoreCap Advisors, LLC7,455$223K0.01%-1,23813F-HRTimeline
KELLY FINANCIAL GROUP LLC7,239$217K0.05%013F-HRTimeline
Prasad Wealth Partners, LLC6,875$206K0.05%new13F-HRTimeline
J.W. COLE ADVISORS, INC.6,733$202K<0.01%new13F-HRTimeline
RED REEF ADVISORS LLC6,179$185K0.17%-6,80613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,000$89.9K<0.01%013F-HRTimeline
IFP Advisors, Inc2,427$72.7K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.2,310$69.2K0.02%013F-HRTimeline
AE Wealth Management LLC1,810$54.2K<0.01%+28713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,700$50.9K<0.01%new13F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC1,603$48K<0.01%new13F-HRTimelineGroup
IFG Advisory, LLC1,000$30K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC961$28.8K0.03%013F-HRTimeline
LANARK FINANCIAL, INC.770$23.1K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY161$4.83K<0.01%013F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.38$1.14K<0.01%013F-HRTimeline