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Disclosery

ZJUL INNOVATOR ETFS TRUST

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ETF (fund)

88 managers (88 13F filers) reported a position in ZJUL shares at 2026-03-31, 2,232,776 shares in all. 7 filers opened a position and 11 filers sold out during the quarter.

Managers
88
13F filers
88
New
7
Added
7
Reduced
38
Sold out
11
Shares held by filers
2,232,776

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC265,187$7.71M0.01%-9,71813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.142,003$4.13M0.01%-7,97613F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.139,703$4.06M0.19%-5,47613F-HRTimeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…115,441$3.36M0.3%13F-HRTimelineGroup
HighTower Advisors, LLC112,838$3.28M<0.01%-16,12413F-HRTimeline
Cetera Investment Advisers107,051$3.11M<0.01%+24713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC65,988$1.92M0.01%-78913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS65,482$1.9M<0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC54,746$1.59M<0.01%-14,17113F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.52,323$1.52M0.09%-2,20813F-HRTimelineGroup
Diligent Investors, LLC48,337$1.41M0.35%013F-HRTimeline
Archer Investment Corp45,801$1.33M0.28%-3,72813F-HRTimeline
Trek Financial, LLC44,454$1.29M0.07%013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC44,062$1.28M0.17%-2,58813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…38,452$1.12M<0.01%+21,98913F-HRTimelineGroup
Cypress Wealth Services, LLC36,939$1.07M0.15%-9,06713F-HRTimeline
IMG Wealth Management, Inc.30,166$877K0.56%-28913F-HRTimeline
LPL Financial LLC30,054$874K<0.01%+83313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,260$851K<0.01%new13F-HRTimelineGroup
OLD MISSION CAPITAL LLC26,938$783K0.02%-18,43513F-HRTimeline
AdvisorNet Financial, Inc23,891$695K0.04%013F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC22,167$644K0.18%-5513F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC21,165$615K0.16%-1,18113F-HRTimeline
Waverly Advisors, LLC20,987$610K<0.01%-2013F-HRTimeline
Continuum Advisory, LLC20,946$609K0.06%+4413F-HRTimeline
NewEdge Advisors, LLC20,376$592K<0.01%-5,00013F-HR/ATimeline
Main Street Financial Solutions, LLC19,490$567K0.04%-1,00013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …19,435$565K0.03%-37713F-HRTimeline
Lineweaver Wealth Advisors, LLC18,820$547K0.07%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management18,811$547K0.01%-8,02013F-HRTimelineGroup
Geneos Wealth Management Inc.18,650$542K0.01%-313F-HRTimeline
Mutual Advisors, LLC18,243$530K0.01%-8,56313F-HRTimeline
FC Advisory LLC18,221$530K0.15%-2,60313F-HRTimeline
Cambridge Investment Research Advisors,…17,599$512K<0.01%-7,57813F-HRTimeline
Farther Finance Advisors, LLC17,031$495K<0.01%+1,47513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,909$492K<0.01%013F-HRTimelineGroup
Kingsview Wealth Management, LLC15,446$449K0.01%-10913F-HRTimeline
Allworth Financial LP15,188$442K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.15,001$436K0.01%-8,90713F-HRTimeline
Tradition Wealth Management, LLC14,950$435K0.03%013F-HRTimeline
Collaborative Wealth Managment Inc.14,723$428K0.2%-96113F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC14,495$421K0.21%013F-HRTimeline
Reliant Wealth Planning14,366$418K0.13%013F-HRTimeline
RED REEF ADVISORS LLC12,985$377K0.4%-28,00013F-HRTimeline
Spectrum Advisors, Inc.12,697$369K0.29%13F-HRTimeline
Advisory Services Network, LLC12,628$367K<0.01%-17913F-HRTimeline
AssuredPartners Investment Advisors, LLC12,521$365K0.04%-6,07413F-HRTimeline
Glen Eagle Advisors, LLC12,485$363K0.05%013F-HRTimeline
NorthRock Partners, LLC12,191$354K0.01%new13F-HRTimeline
Souders Financial Advisors11,694$340K0.04%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,435$332K0.01%-47013F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.11,348$330K0.01%013F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC10,466$304K0.07%-48013F-HRTimeline
Visionary Wealth Advisors10,240$298K0.01%-73213F-HRTimeline
Three Seasons Wealth, LLC10,116$294K0.11%-56513F-HRTimeline
GWN SECURITIES INC.10,101$294K0.06%-3213F-HRTimeline
SYON CAPITAL LLC9,700$282K0.01%013F-HRTimeline
CoreCap Advisors, LLC8,693$253K0.01%+72113F-HRTimeline
Chris Bulman Inc8,644$251K0.11%013F-HRTimeline
Creative Planningin group Creative Planning8,580$249K<0.01%new13F-HRTimelineGroup
SageView Advisory Group, LLC8,580$249K0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,578$249K<0.01%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC8,486$247K0.01%013F-HR/ATimeline
EVOLUTION WEALTH MANAGEMENT INC.8,450$246K0.18%013F-HRTimeline
Sigma Planning Corp8,373$243K0.01%-17,89913F-HRTimeline
Soltis Investment Advisors LLC8,339$242K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…7,804$227K<0.01%-913F-HRTimeline
MML INVESTORS SERVICES, LLC7,775$226K<0.01%013F-HRTimeline
Allegiance Financial Group Advisory Ser…7,682$223K0.04%013F-HRTimeline
Aegis Wealth Management, Inc.7,679$223K0.18%-7013F-HRTimeline
KELLY FINANCIAL GROUP LLC7,239$210K0.05%013F-HRTimeline
Merit Financial Group, LLC7,120$207K<0.01%013F-HRTimeline
SeaCrest Wealth Management, LLC7,072$206K0.02%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
CREATIVE FINANCIAL DESIGNS INC /ADV3,000$87.2K0.01%013F-HRTimeline
Root Financial Partners, LLC2,814$81.8K<0.01%new13F-HRTimeline
IFP Advisors, Inc2,427$70.6K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.2,310$67.2K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC1,894$55.1K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC1,523$44.3K<0.01%-20413F-HRTimeline
IFG Advisory, LLC1,000$29.1K0.08%new13F-HRTimeline
Financial Network Wealth Advisors LLC961$27.9K0.03%013F-HRTimeline
UBS Group AGin group UBS Group AG795$23.1K<0.01%+60313F-HRTimelineGroup
LANARK FINANCIAL, INC.770$22.4K<0.01%013F-HRTimeline
Mosley Wealth Management364$10.5K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY161$4.68K<0.01%013F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.38$1.1K<0.01%013F-HRTimeline