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Disclosery

AJAN INNOVATOR ETFS TRUST

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EQUITY DEFINED P (fund)

43 managers (43 13F filers) reported a position in AJAN shares at 2026-06-30, 781,372 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
43
13F filers
43
New
7
Added
8
Reduced
12
Sold out
5
Shares held by filers
781,372

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…117,605$3.34M<0.01%+68,32413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC68,216$1.94M<0.01%-9,37413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.56,485$1.6M<0.01%-1,31613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC39,991$1.13M<0.01%+20613F-HRTimeline
KFG WEALTH MANAGEMENT, LLC35,129$997K0.11%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC27,878$791K<0.01%-1,88013F-HRTimelineGroup
Cambridge Investment Research Advisors,…25,459$722K<0.01%+11213F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth24,137$685K<0.01%013F-HRTimelineGroup
Mutual Advisors, LLC23,577$669K0.01%-1,02613F-HRTimeline
HighTower Advisors, LLC23,070$655K<0.01%-46013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS22,777$646K<0.01%+2,21813F-HRTimeline
Bernard Wealth Management Corp.22,509$639K0.24%-51013F-HRTimeline
Cetera Investment Advisers21,125$599K<0.01%-84913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,046$597K<0.01%-40013F-HRTimelineGroup
Creative Planningin group Creative Planning20,576$584K<0.01%013F-HRTimelineGroup
SageView Advisory Group, LLC20,576$584K0.02%013F-HRTimeline
CoreCap Advisors, LLC20,083$570K0.02%013F-HRTimeline
Balance Wealth Partners LLC18,665$530K0.14%-53013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC17,496$497K<0.01%+1,25513F-HRTimelineGroup
MILESTONE ASSET MANAGEMENT, LLC15,312$435K0.07%013F-HRTimeline
OLD MISSION CAPITAL LLC13,290$377K0.01%new13F-HRTimeline
LPL Financial LLC13,173$374K<0.01%013F-HRTimeline
Integrity Advisory Solutions, LLC12,431$353K0.04%new13F-HRTimeline
Tradition Wealth Management, LLC11,903$338K0.02%013F-HRTimeline
Fragasso Financial Advisors Inc10,683$303K0.02%013F-HRTimeline
Merit Financial Group, LLC10,268$291K<0.01%013F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,490$270K<0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC8,783$249K<0.01%-70013F-HRTimeline
Bullock Wealth Management Group8,492$241K0.1%13F-HRTimeline
Three Seasons Wealth, LLC8,113$230K0.02%013F-HRTimeline
EP Wealth Advisors, LLC6,222$177K<0.01%new13F-HRTimeline
AE Wealth Management LLC5,931$168K<0.01%+95313F-HRTimeline
HARBOUR INVESTMENTS, INC.5,691$162K<0.01%+59613F-HRTimeline
GILL CAPITAL PARTNERS, LLC3,570$101K0.03%013F-HRTimeline
Farther Finance Advisors, LLC3,561$101K<0.01%-1,25213F-HRTimeline
Keating Financial Advisory Services, In…1,581$44.9K0.01%013F-HRTimeline
Benson Wealth Management INC1,579$44.8K0.05%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,382$39.2K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,372$38.9K<0.01%+72813F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC1,154$32.7K<0.01%-18413F-HRTimeline
IFP Advisors, Inc700$19.9K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC208$5.9K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG83$2.35K<0.01%new13F-HRTimelineGroup