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Disclosery

ZJUL INNOVATOR ETFS TRUST

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ETF (fund)

92 managers (92 13F filers) reported a position in ZJUL shares at 2025-09-30, 3,009,302 shares in all. 26 filers opened a position and 9 filers sold out during the quarter.

Managers
92
13F filers
92
New
26
Added
31
Reduced
13
Sold out
9
Shares held by filers
3,009,302

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC361,973$10.4M0.92%+28,06413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC283,341$8.14M0.01%-13,14513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.153,693$4.41M0.01%+86,19713F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.150,201$4.32M0.2%+38,12813F-HRTimeline
HighTower Advisors, LLC128,962$3.71M<0.01%+33,91213F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…124,204$3.57M0.31%+4,09813F-HRTimelineGroup
Cetera Investment Advisers116,543$3.35M<0.01%+80,15413F-HRTimeline
AE Wealth Management LLC85,030$2.44M0.02%-5,25213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC74,049$2.13M0.01%+45,78013F-HRTimelineGroup
Archer Investment Corp64,980$1.87M0.42%+5,43613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS57,452$1.65M<0.01%new13F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.55,197$1.59M0.08%+2,43513F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …51,529$1.48M0.09%+41,00513F-HRTimeline
Diligent Investors, LLC48,337$1.39M0.35%013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC47,342$1.36M0.2%+3,42613F-HRTimeline
Cypress Wealth Services, LLC46,006$1.32M0.22%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC45,485$1.31M<0.01%+40,75813F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC45,153$1.3M0.37%+6,28913F-HR/ATimeline
Trek Financial, LLC44,940$1.29M0.08%+5,61413F-HRTimeline
OPTIMA CAPITAL LLC41,297$1.19M0.58%-9,25313F-HRTimeline
Csenge Advisory Group41,079$1.18M0.06%+9,37713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…39,967$1.15M<0.01%+6,35013F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth30,976$894K0.01%+15,48813F-HRTimelineGroup
IMG Wealth Management, Inc.30,455$875K0.59%013F-HRTimeline
Sigma Planning Corp30,414$874K0.02%new13F-HRTimeline
LPL Financial LLC29,412$845K<0.01%+15,93413F-HRTimeline
NewEdge Advisors, LLC28,876$830K<0.01%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management27,565$792K0.01%+1,91113F-HRTimelineGroup
Continuum Advisory, LLC26,511$762K0.08%-3,46113F-HRTimeline
Mutual Advisors, LLC26,426$761K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.25,750$740K0.02%-36,38213F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC25,568$735K0.21%-12,51613F-HRTimeline
Cambridge Investment Research Advisors,…24,475$703K<0.01%+4,08713F-HRTimeline
AdvisorNet Financial, Inc23,891$686K0.04%+3,55013F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC22,222$638K0.2%new13F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC21,007$604K0.1%+3,75013F-HRTimeline
Maia Wealth LLC20,492$591K0.1%+5,27213F-HRTimeline
Main Street Financial Solutions, LLC20,490$589K0.04%+1,59013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,794$569K<0.01%new13F-HRTimelineGroup
FC Advisory LLC18,949$544K0.16%-2,46313F-HRTimeline
Lineweaver Wealth Advisors, LLC18,820$541K0.08%new13F-HRTimeline
Geneos Wealth Management Inc.18,650$536K0.01%013F-HRTimeline
Collaborative Wealth Managment Inc.15,684$451K0.18%new13F-HRTimeline
Soltis Investment Advisors LLC15,534$446K0.03%+5,44013F-HRTimeline
Allegiance Financial Group Advisory Ser…15,488$445K0.1%013F-HRTimeline
Allworth Financial LP15,394$442K<0.01%013F-HRTimeline
Tradition Wealth Management, LLC15,054$433K0.03%-1,04413F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC14,495$416K0.23%013F-HRTimeline
Reliant Wealth Planning14,366$413K0.13%new13F-HRTimeline
Kingsview Wealth Management, LLC14,184$408K0.01%+31313F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC12,884$370K0.09%-25213F-HRTimeline
Glen Eagle Advisors, LLC12,485$359K0.05%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,188$350K0.01%+1,34113F-HRTimelineGroup
Visionary Wealth Advisors11,738$337K0.02%new13F-HRTimeline
Souders Financial Advisors11,694$336K0.04%013F-HRTimeline
Advisory Services Network, LLC11,642$334K<0.01%-1713F-HRTimeline
OLD MISSION CAPITAL LLC11,550$332K0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.10,929$314K0.32%new13F-HR/ATimeline
Three Seasons Wealth, LLC10,681$307K0.03%+2,11613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,426$300K<0.01%new13F-HRTimelineGroup
GWN SECURITIES INC.10,166$292K0.07%+18413F-HRTimeline
Orion Porfolio Solutions, LLC10,109$290K<0.01%013F-HRTimeline
SYON CAPITAL LLC9,700$279K0.01%new13F-HRTimeline
FSA Advisors, Inc.9,567$275K0.22%-3,04813F-HRTimeline
Chris Bulman Inc8,581$247K0.12%+34613F-HRTimeline
SageView Advisory Group, LLC8,580$247K0.01%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,486$244K0.01%new13F-HRTimeline
CoreCap Advisors, LLC7,972$229K0.01%013F-HRTimeline
Prasad Wealth Partners, LLC7,875$226K0.06%new13F-HRTimeline
Steward Partners Investment Advisory, L…7,851$226K<0.01%-4,02713F-HRTimeline
INTEGRITY ALLIANCE, LLC.7,734$222K0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC7,616$219K<0.01%new13F-HRTimeline
KELLY FINANCIAL GROUP LLC7,239$208K0.06%new13F-HRTimeline
Farther Finance Advisors, LLC7,238$208K<0.01%new13F-HRTimeline
SeaCrest Wealth Management, LLC7,072$203K0.02%new13F-HRTimeline
Mach-1 Financial Group, LLC7,054$203K0.03%new13F-HRTimeline
Integrity Advisory Solutions, LLC7,054$203K0.03%13F-HRTimeline
Caliber Wealth Management, LLC / KS6,968$200K0.02%new13F-HRTimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…5,915$170K0.01%013F-HRTimelineGroup
IFP Advisors, Inc4,362$125K<0.01%+16713F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,341$125K<0.01%new13F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV3,000$86.2K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.2,310$66.4K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC1,894$54K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,473$42.3K<0.01%-81,69113F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC1,364$39.2K<0.01%new13F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,000$28.7K<0.01%new13F-HR/ATimelineGroup
Financial Network Wealth Advisors LLC961$27.6K0.03%013F-HRTimeline
LANARK FINANCIAL, INC.770$22.1K<0.01%013F-HRTimeline
Compass Financial Services Inc625$18K0.01%013F-HRTimeline
MMA ASSET MANAGEMENT LLC345$9.91K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY161$4.63K<0.01%new13F-HR/ATimelineGroup