Skip to content
Disclosery

ZJUL INNOVATOR ETFS TRUST

Follow

ETF (fund)

70 managers (70 13F filers) reported a position in ZJUL shares at 2024-12-31, 2,140,349 shares in all. 9 filers opened a position and 7 filers sold out during the quarter.

Managers
70
13F filers
70
New
9
Added
8
Reduced
31
Sold out
7
Shares held by filers
2,140,349

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
COMMONWEALTH EQUITY SERVICES, LLC273,238$7.39M0.01%-5,56513F-HRTimeline
RFG Advisory, LLC155,756$4.21M0.12%-65213F-HRTimeline
CENTAURUS FINANCIAL, INC.133,515$3.61M0.22%-1,48513F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…120,106$3.25M0.32%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC102,294$2.77M0.06%+1,25513F-HRTimelineGroup
HighTower Advisors, LLC95,050$2.57M<0.01%013F-HRTimeline
Cypress Wealth Services, LLC72,587$1.96M0.39%013F-HRTimeline
HARBOUR INVESTMENTS, INC.63,399$1.71M0.05%-1,14013F-HRTimeline
Archer Investment Corp59,093$1.6M0.43%-2,85913F-HRTimeline
Diligent Investors, LLC56,150$1.52M0.35%-2,50013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.46,432$1.26M0.06%-6913F-HRTimelineGroup
Cetera Investment Advisers45,861$1.24M<0.01%+12,20013F-HRTimeline
Trek Financial, LLC41,602$1.13M0.08%-6,92513F-HRTimeline
TOWNSQUARE CAPITAL LLC39,232$1.06M0.01%-58,19313F-HRTimeline
OLD MISSION CAPITAL LLC38,703$1.05M0.02%-5,59913F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC38,271$1.04M0.37%new13F-HRTimeline
KFG WEALTH MANAGEMENT, LLC38,176$1.03M0.19%013F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV37,638$1.02M0.91%13F-HRTimeline
IMG Wealth Management, Inc.31,588$854K0.79%13F-HRTimeline
NewEdge Advisors, LLC31,376$849K0.01%-3,21913F-HRTimeline
Continuum Advisory, LLC29,783$806K0.1%+53713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC25,642$694K<0.01%+14,36113F-HRTimelineGroup
Cambridge Investment Research Advisors,…23,884$646K<0.01%-25013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC23,069$624K<0.01%-2,85013F-HRTimelineGroup
HBW ADVISORY SERVICES LLC22,504$609K0.06%+57613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,596$584K<0.01%new13F-HRTimelineGroup
FC Advisory LLC21,574$583K0.2%-2,53613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,391$579K<0.01%-6,44513F-HR/ATimelineGroup
Maia Wealth LLC20,749$566K0.12%013F-HRTimeline
AdvisorNet Financial, Inc20,341$550K0.05%+3,73313F-HRTimeline
Main Street Financial Solutions, LLC18,900$511K0.05%013F-HRTimeline
Tradition Wealth Management, LLC18,816$509K0.04%-1,27513F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC17,817$482K0.1%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,756$426K<0.01%-29,16913F-HRTimelineGroup
Allworth Financial LP15,394$421K<0.01%+6,62513F-HRTimeline
Allegiance Financial Group Advisory Ser…15,488$419K0.14%-9313F-HRTimeline
Geneos Wealth Management Inc.15,448$418K0.01%new13F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC14,495$392K0.34%013F-HRTimeline
Signal Advisors Wealth, LLC13,533$366K0.04%013F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC13,281$359K0.1%-18113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,847$347K0.01%-4,17413F-HRTimelineGroup
Glen Eagle Advisors, LLC12,485$338K0.06%013F-HRTimeline
AE Wealth Management LLC12,317$333K<0.01%-80,19713F-HRTimeline
Kingsview Wealth Management, LLC12,002$325K0.01%-1,18813F-HRTimeline
Steward Partners Investment Advisory, L…11,888$322K<0.01%-613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management10,539$285K<0.01%-1,84913F-HRTimelineGroup
Orion Porfolio Solutions, LLC10,195$276K<0.01%-8,00313F-HRTimeline
Orion Portfolio Solutions, LLC10,195$276K<0.01%-8,00313F-HRTimeline
PFG Advisors9,403$254K0.02%013F-HRTimeline
WOLVERINE TRADING, LLC9,043$245K0.01%new13F-HRTimeline
Souders Financial Advisors8,825$239K0.03%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …8,625$233K0.02%-7,15813F-HR/ATimeline
SageView Advisory Group, LLC8,587$232K0.01%-17513F-HRTimeline
Three Seasons Wealth, LLC8,565$232K0.11%013F-HRTimeline
Chris Bulman Inc8,235$223K0.14%013F-HRTimeline
Applied Capital LLC8,158$221K0.11%013F-HRTimeline
Atria Wealth Solutions, Inc.8,102$219K<0.01%013F-HRTimeline
CoreCap Advisors, LLC8,092$219K0.01%new13F-HRTimeline
Visionary Wealth Advisors7,915$214K0.01%-50013F-HRTimeline
Bright Futures Wealth Management, LLC.7,836$214K0.19%-5,93413F-HRTimeline
Core Wealth Advisors, Inc.7,758$210K0.07%013F-HRTimeline
Claro Advisors Inc.7,676$208K0.03%013F-HRTimeline
Sugarloaf Wealth Management, LLC6,000$162K0.03%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5,443$147K<0.01%new13F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV3,000$81.1K0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.2,310$62.5K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC1,894$51K<0.01%-3813F-HRTimelineGroup
IFP Advisors, Inc1,540$41.7K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,076$29.4K<0.01%+11113F-HRTimeline
Innovative Advisory Group, LLC270$7.3K0.01%13F-HRTimeline