Skip to content
Disclosery

ZJUL INNOVATOR ETFS TRUST

Follow

ETF (fund)

75 managers (75 13F filers) reported a position in ZJUL shares at 2025-06-30, 2,498,309 shares in all. 17 filers opened a position and 10 filers sold out during the quarter.

Managers
75
13F filers
75
New
17
Added
20
Reduced
15
Sold out
10
Shares held by filers
2,498,309

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Sovran Advisors, LLC333,909$9.43M0.99%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC296,486$8.36M0.01%+5,16313F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…120,106$3.38M0.31%013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.112,073$3.16M0.18%-13,35213F-HRTimeline
HighTower Advisors, LLC95,050$2.68M<0.01%013F-HRTimeline
AE Wealth Management LLC90,282$2.54M0.02%+88,14513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC83,164$2.34M0.04%-19,13013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.67,496$1.9M<0.01%+8,10513F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.62,132$1.75M0.04%+16313F-HRTimeline
Archer Investment Corp59,544$1.68M0.4%+4,58713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC59,047$1.66M<0.01%new13F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.52,762$1.49M0.08%+8,71613F-HRTimelineGroup
OPTIMA CAPITAL LLC50,550$1.42M0.77%new13F-HRTimeline
Diligent Investors, LLC48,337$1.36M0.32%-93813F-HRTimeline
Cypress Wealth Services, LLC46,006$1.3M0.23%-7,52113F-HRTimeline
KFG WEALTH MANAGEMENT, LLC43,916$1.24M0.2%+5,74013F-HRTimeline
Trek Financial, LLC39,326$1.11M0.07%-1,32013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC38,864$1.1M0.34%new13F-HR/ATimeline
BROWN WEALTH MANAGEMENT, LLC38,084$1.07M0.33%-413F-HRTimeline
Cetera Investment Advisers36,389$1.03M<0.01%+4,49613F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV35,718$1.01M0.91%-54513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…33,617$947K<0.01%+8,22513F-HRTimelineGroup
Csenge Advisory Group31,702$875K0.05%new13F-HRTimeline
IMG Wealth Management, Inc.30,455$858K0.66%-1,13313F-HRTimeline
Continuum Advisory, LLC29,972$845K0.1%+1,29613F-HRTimeline
NewEdge Advisors, LLC28,876$814K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC28,269$797K<0.01%+3,35413F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management25,654$723K0.01%+15,95413F-HRTimelineGroup
FC Advisory LLC21,412$603K0.19%+1,21013F-HRTimeline
Cambridge Investment Research Advisors,…20,388$575K<0.01%+4,94813F-HRTimeline
AdvisorNet Financial, Inc20,341$573K0.04%013F-HRTimeline
Main Street Financial Solutions, LLC18,900$533K0.04%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,882$532K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.18,650$526K0.01%-33,70013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC17,257$486K0.09%-46013F-HRTimeline
Tradition Wealth Management, LLC16,098$454K0.04%013F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth15,488$436K0.01%new13F-HRTimelineGroup
Allegiance Financial Group Advisory Ser…15,488$436K0.12%013F-HRTimeline
Allworth Financial LP15,394$434K<0.01%013F-HRTimeline
Maia Wealth LLC15,220$429K0.08%+3513F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC14,495$408K0.28%013F-HRTimeline
Kingsview Wealth Management, LLC13,871$391K0.01%013F-HRTimeline
LPL Financial LLC13,478$380K<0.01%new13F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC13,136$370K0.09%-12313F-HRTimeline
FSA Advisors, Inc.12,615$355K0.29%new13F-HRTimeline
Glen Eagle Advisors, LLC12,485$352K0.05%013F-HRTimeline
Steward Partners Investment Advisory, L…11,878$335K<0.01%+1,12813F-HRTimeline
Advisory Services Network, LLC11,659$331K0.01%new13F-HRTimeline
Souders Financial Advisors11,694$330K0.04%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,847$306K0.01%-1,72313F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …10,524$297K0.02%+1,90013F-HR/ATimeline
GeoWealth Management, LLC10,311$291K0.01%new13F-HRTimeline
Orion Porfolio Solutions, LLC10,109$285K<0.01%-8613F-HR/ATimeline
Soltis Investment Advisors LLC10,094$284K0.02%new13F-HRTimeline
GWN SECURITIES INC.9,982$281K0.05%+23613F-HRTimeline
PFG Advisors9,403$265K0.01%013F-HRTimeline
SageView Advisory Group, LLC8,580$244K0.01%013F-HRTimeline
Three Seasons Wealth, LLC8,565$241K0.03%013F-HRTimeline
Claro Advisors Inc.8,436$238K0.04%+76013F-HRTimeline
Chris Bulman Inc8,235$232K0.13%013F-HRTimeline
CoreCap Advisors, LLC7,972$225K0.01%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.7,734$218K0.01%-20013F-HRTimeline
UBS Group AGin group UBS Group AG6,317$178K<0.01%new13F-HRTimelineGroup
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…5,915$167K0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,727$133K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc4,195$118K<0.01%+2,65513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,000$84.5K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.2,310$65.1K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC1,894$53K<0.01%013F-HRTimelineGroup
Financial Network Wealth Advisors LLC961$27.1K0.03%013F-HRTimeline
LANARK FINANCIAL, INC.770$21K<0.01%013F-HRTimeline
Compass Financial Services Inc625$17.6K0.01%013F-HRTimeline
Park Square Financial Group, LLC128$3.61K<0.01%new13F-HRTimeline
NewSquare Capital LLC60$1.69K<0.01%-34013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.