Skip to content
Disclosery

ZJUL INNOVATOR ETFS TRUST

Follow

ETF (fund)

69 managers (69 13F filers) reported a position in ZJUL shares at 2025-03-31, 1,926,652 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
69
13F filers
69
New
6
Added
8
Reduced
30
Sold out
6
Shares held by filers
1,926,652

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
COMMONWEALTH EQUITY SERVICES, LLC291,323$7.8M0.01%+18,08513F-HRTimeline
CENTAURUS FINANCIAL, INC.125,425$3.36M0.2%-8,09013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…120,106$3.22M0.32%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC102,294$2.77M0.06%013F-HRTimelineGroup
HighTower Advisors, LLC95,050$2.54M<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.61,969$1.66M0.05%-1,43013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.59,391$1.59M<0.01%+38,00013F-HRTimelineGroup
Archer Investment Corp54,957$1.47M0.38%-4,13613F-HRTimeline
Cypress Wealth Services, LLC53,527$1.43M0.29%-19,06013F-HRTimeline
Geneos Wealth Management Inc.52,350$1.4M0.02%+36,90213F-HRTimeline
Diligent Investors, LLC49,275$1.32M0.32%-6,87513F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.44,046$1.18M0.06%-2,38613F-HRTimelineGroup
Trek Financial, LLC40,646$1.09M0.08%-95613F-HRTimeline
TOWNSQUARE CAPITAL LLC39,049$1.05M0.01%-18313F-HRTimeline
KFG WEALTH MANAGEMENT, LLC38,176$1.02M0.19%013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC38,088$1.02M0.35%-18313F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV36,263$971K0.88%-1,37513F-HRTimeline
Cetera Investment Advisers31,893$854K<0.01%-13,96813F-HRTimeline
IMG Wealth Management, Inc.31,588$846K0.76%013F-HRTimeline
NewEdge Advisors, LLC28,876$773K<0.01%-2,50013F-HRTimeline
Continuum Advisory, LLC28,676$768K0.1%-1,10713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,392$680K<0.01%+9,63613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC24,915$667K<0.01%+1,84613F-HRTimelineGroup
HBW ADVISORY SERVICES LLC20,968$561K0.08%-1,53613F-HRTimeline
AdvisorNet Financial, Inc20,341$545K0.04%013F-HRTimeline
FC Advisory LLC20,202$541K0.18%-1,37213F-HRTimeline
OLD MISSION CAPITAL LLC20,060$537K0.01%-18,64313F-HRTimeline
Main Street Financial Solutions, LLC18,900$506K0.04%013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC17,717$474K0.1%-10013F-HRTimeline
Tradition Wealth Management, LLC16,098$431K0.04%-2,71813F-HRTimeline
Allegiance Financial Group Advisory Ser…15,488$415K0.13%013F-HRTimeline
Cambridge Investment Research Advisors,…15,440$413K<0.01%-8,44413F-HRTimeline
Allworth Financial LP15,394$409K<0.01%013F-HRTimeline
Maia Wealth LLC15,185$403K0.09%-5,56413F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC14,495$388K0.3%013F-HRTimeline
Kingsview Wealth Management, LLC13,871$371K0.01%+1,86913F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC13,259$355K0.1%-2213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,570$336K0.01%-27713F-HRTimelineGroup
Glen Eagle Advisors, LLC12,485$334K0.06%013F-HRTimeline
Signal Advisors Wealth, LLC11,525$309K0.03%-2,00813F-HRTimeline
Steward Partners Investment Advisory, L…10,750$288K<0.01%-1,13813F-HRTimeline
WOLVERINE TRADING, LLC10,759$288K0.01%+1,71613F-HRTimeline
Orion Porfolio Solutions, LLC10,195$273K<0.01%013F-HRTimeline
Orion Portfolio Solutions, LLC10,195$273K<0.01%013F-HR/ATimeline
GWN SECURITIES INC.9,746$261K0.01%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,700$260K<0.01%-83913F-HRTimelineGroup
PFG Advisors9,403$252K0.01%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …8,624$231K0.02%-113F-HRTimeline
SageView Advisory Group, LLC8,580$230K0.01%-713F-HRTimeline
Three Seasons Wealth, LLC8,565$229K0.11%013F-HRTimeline
Chris Bulman Inc8,235$220K0.14%013F-HRTimeline
Applied Capital LLC8,158$218K0.11%013F-HRTimeline
Atria Wealth Solutions, Inc.8,102$217K<0.01%013F-HRTimeline
CoreCap Advisors, LLC7,972$213K0.01%-12013F-HRTimeline
INTEGRITY ALLIANCE, LLC.7,934$212K0.01%new13F-HRTimeline
Visionary Wealth Advisors7,915$212K0.01%013F-HRTimeline
Core Wealth Advisors, Inc.7,758$208K0.07%013F-HRTimeline
Claro Advisors Inc.7,676$205K0.03%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5,475$147K<0.01%+3213F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV3,000$80.3K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.2,310$61.8K0.02%013F-HRTimeline
AE Wealth Management LLC2,137$57.2K<0.01%-10,18013F-HRTimeline
CWM, LLCin group CWM, LLC1,894$51K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc1,540$41.2K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC961$25.7K0.03%new13F-HRTimeline
LANARK FINANCIAL, INC.770$20K<0.01%new13F-HRTimeline
Compass Financial Services Inc625$16.7K0.01%new13F-HRTimeline
NewSquare Capital LLC400$10.7K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,07613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.