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Disclosery

ZJUL INNOVATOR ETFS TRUST

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ETF (fund)

91 managers (91 13F filers) reported a position in ZJUL shares at 2025-12-31, 2,639,562 shares in all. 6 filers opened a position and 8 filers sold out during the quarter.

Managers
91
13F filers
91
New
6
Added
15
Reduced
38
Sold out
8
Shares held by filers
2,639,562

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC274,905$7.99M0.01%-8,43613F-HRTimeline
Sovran Advisors, LLC267,418$7.8M0.66%-94,55513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.149,979$4.36M0.01%-3,71413F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.145,179$4.22M0.19%-5,02213F-HRTimeline
HighTower Advisors, LLC128,962$3.75M<0.01%013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…118,204$3.44M0.31%-6,00013F-HRTimelineGroup
Cetera Investment Advisers106,804$3.1M<0.01%-9,73913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC68,917$2M<0.01%+23,43213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC66,777$1.94M0.01%-7,27213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS65,482$1.9M<0.01%+8,03013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.54,531$1.58M0.08%-66613F-HRTimelineGroup
Archer Investment Corp49,529$1.44M0.32%-15,45113F-HRTimeline
Diligent Investors, LLC48,337$1.4M0.35%013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC46,650$1.36M0.18%-69213F-HRTimeline
Cypress Wealth Services, LLC46,006$1.34M0.19%013F-HRTimeline
OLD MISSION CAPITAL LLC45,373$1.32M0.05%+33,82313F-HRTimeline
Trek Financial, LLC44,454$1.29M0.07%-48613F-HRTimeline
RED REEF ADVISORS LLC40,985$1.19M1.21%13F-HRTimeline
IMG Wealth Management, Inc.30,455$885K0.56%013F-HRTimeline
LPL Financial LLC29,221$849K<0.01%-19113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management26,831$780K0.01%-73413F-HRTimelineGroup
Mutual Advisors, LLC26,806$779K0.02%+38013F-HRTimeline
Sigma Planning Corp26,272$764K0.02%-4,14213F-HRTimeline
NewEdge Advisors, LLC25,376$738K<0.01%-3,50013F-HRTimeline
Cambridge Investment Research Advisors,…25,177$732K<0.01%+70213F-HRTimeline
HARBOUR INVESTMENTS, INC.23,908$695K0.01%-1,84213F-HRTimeline
AdvisorNet Financial, Inc23,891$694K0.04%013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC22,346$649K0.17%-3,22213F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC22,222$646K0.19%013F-HRTimeline
Waverly Advisors, LLC21,007$611K<0.01%new13F-HRTimeline
Continuum Advisory, LLC20,902$608K0.06%-5,60913F-HRTimeline
FC Advisory LLC20,824$605K0.17%+1,87513F-HRTimeline
Main Street Financial Solutions, LLC20,490$596K0.04%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …19,812$576K0.03%-31,71713F-HRTimeline
Lineweaver Wealth Advisors, LLC18,820$547K0.07%013F-HRTimeline
Geneos Wealth Management Inc.18,653$542K0.01%+313F-HRTimeline
AssuredPartners Investment Advisors, LLC18,595$540K0.08%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,909$491K<0.01%-2,88513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,463$478K<0.01%-23,50413F-HRTimelineGroup
Collaborative Wealth Managment Inc.15,684$456K0.16%013F-HRTimeline
Farther Finance Advisors, LLC15,556$452K<0.01%+8,31813F-HRTimeline
Kingsview Wealth Management, LLC15,555$452K0.01%+1,37113F-HRTimeline
Allworth Financial LP15,188$441K<0.01%-20613F-HRTimeline
Tradition Wealth Management, LLC14,950$435K0.03%-10413F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC14,495$421K0.22%013F-HRTimeline
Reliant Wealth Planning14,366$418K0.13%013F-HRTimeline
Advisory Services Network, LLC12,807$372K0.01%+1,16513F-HRTimeline
Glen Eagle Advisors, LLC12,485$363K0.05%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,905$346K0.01%-28313F-HRTimelineGroup
Souders Financial Advisors11,694$340K0.04%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.11,348$330K0.01%+3,61413F-HRTimeline
Visionary Wealth Advisors10,972$319K0.01%-76613F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC10,946$318K0.08%-1,93813F-HRTimeline
Three Seasons Wealth, LLC10,681$310K0.03%013F-HRTimeline
GWN SECURITIES INC.10,133$295K0.06%-3313F-HRTimeline
Orion Porfolio Solutions, LLC9,956$289K<0.01%-15313F-HRTimeline
SYON CAPITAL LLC9,700$282K0.01%013F-HRTimeline
Chris Bulman Inc8,644$251K0.11%+6313F-HRTimeline
SageView Advisory Group, LLC8,580$249K0.01%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,486$247K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.8,450$246K0.2%-2,47913F-HRTimeline
Soltis Investment Advisors LLC8,339$242K0.02%-7,19513F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,105$236K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC7,972$232K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…7,813$227K<0.01%-3813F-HRTimeline
Maia Wealth LLC7,764$227K0.04%-12,72813F-HRTimeline
MML INVESTORS SERVICES, LLC7,775$226K<0.01%+15913F-HRTimeline
Aegis Wealth Management, Inc.7,749$225K0.18%13F-HRTimeline
Prasad Wealth Partners, LLC7,725$225K0.06%-15013F-HRTimeline
Allegiance Financial Group Advisory Ser…7,682$223K0.05%-7,80613F-HRTimeline
KELLY FINANCIAL GROUP LLC7,239$210K0.05%013F-HRTimeline
Merit Financial Group, LLC7,120$207K<0.01%new13F-HRTimeline
SeaCrest Wealth Management, LLC7,072$206K0.02%013F-HRTimeline
Integrity Advisory Solutions, LLC7,054$205K0.03%013F-HRTimeline
Caliber Wealth Management, LLC / KS6,968$203K0.02%013F-HRTimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…5,915$172K0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC4,516$131K<0.01%+3,15213F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV3,000$87.2K0.01%013F-HRTimeline
IFP Advisors, Inc2,427$70.5K<0.01%-1,93513F-HRTimeline
DHJJ Financial Advisors, Ltd.2,310$67.1K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC1,894$55K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC1,727$50.2K<0.01%-83,30313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,310$38.1K<0.01%+31013F-HRTimelineGroup
Financial Network Wealth Advisors LLC961$27.9K0.03%013F-HRTimeline
OPTIMA CAPITAL LLC882$25.6K0.01%-40,41513F-HRTimeline
LANARK FINANCIAL, INC.770$22.4K<0.01%013F-HRTimeline
Compass Financial Services Inc625$18.2K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO404$11.7K<0.01%-3,93713F-HRTimelineGroup
UBS Group AGin group UBS Group AG192$5.58K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY161$4.68K<0.01%013F-HR/ATimelineGroup
Pinnacle Wealth Planning Services, Inc.38$1.1K<0.01%new13F-HRTimeline