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Disclosery

AJAN INNOVATOR ETFS TRUST

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EQUITY DEFINED P (fund)

48 managers (48 13F filers) reported a position in AJAN shares at 2024-12-31, 1,174,581 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
48
13F filers
48
New
4
Added
3
Reduced
18
Sold out
3
Shares held by filers
1,174,581

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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, LLC129,038$3.39M<0.01%-6,21713F-HRTimeline
Strategic Blueprint, LLC121,007$3.18M0.19%-1,36113F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC77,110$2.02M0.32%-3,00013F-HRTimeline
Bison Wealth, LLC67,062$1.76M0.22%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC55,187$1.45M<0.01%13F-HR/ATimelineGroup
CENTAURUS FINANCIAL, INC.45,329$1.19M0.07%-16313F-HRTimeline
KFG WEALTH MANAGEMENT, LLC39,017$1.02M0.19%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…37,221$977K<0.01%+29,46013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC36,062$946K0.01%-4,25013F-HRTimelineGroup
Cambridge Investment Research Advisors,…35,628$935K<0.01%-1,89013F-HRTimeline
GILL CAPITAL PARTNERS, LLC34,272$899K0.32%new13F-HRTimeline
Cetera Investment Advisers31,215$819K<0.01%-5,30213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth29,990$787K<0.01%013F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.28,251$741K0.02%-2,08313F-HRTimeline
Bernard Wealth Management Corp.27,553$723K0.34%13F-HR/ATimeline
HighTower Advisors, LLC20,840$547K<0.01%013F-HRTimeline
CoreCap Advisors, LLC20,697$543K0.02%-59513F-HRTimeline
SageView Advisory Group, LLC20,576$540K0.02%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS20,559$540K<0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC20,110$528K<0.01%-9,18113F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management20,074$527K0.01%-5,14613F-HRTimelineGroup
MGO ONE SEVEN LLC19,800$520K0.02%013F-HRTimeline
Executive Wealth Management, LLC18,983$498K0.04%-9,23713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,935$497K<0.01%+25013F-HR/ATimelineGroup
Vantage Financial Partners, LLC18,146$476K0.12%013F-HRTimeline
MML INVESTORS SERVICES, LLC16,886$443K<0.01%-88813F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP16,556$435K0.11%+53513F-HRTimeline
RFG Advisory, LLC15,401$404K0.01%-4,41513F-HRTimeline
Kingsview Wealth Management, LLC15,231$400K0.01%-11,81613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC12,210$320K0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,876$285K<0.01%-10,53013F-HRTimelineGroup
MILESTONE ASSET MANAGEMENT, LLC10,272$270K0.06%-21813F-HRTimeline
Chicago Partners Investment Group LLC9,239$243K0.01%013F-HRTimeline
Beacon Financial Advisory LLC8,800$231K0.08%013F-HRTimeline
John W. Brooker & Co., CPAs8,160$214K0.09%013F-HRTimeline
Three Seasons Wealth, LLC8,113$213K0.1%013F-HRTimeline
World Investment Advisors7,961$209K0.01%013F-HRTimeline
Sequoia Financial Advisors, LLC7,960$209K<0.01%013F-HR/ATimeline
C2P Capital Advisory Group, LLC d.b.a. …7,843$206K0.02%013F-HR/ATimeline
AE Wealth Management LLC5,763$151K<0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5,620$147K<0.01%new13F-HR/ATimelineGroup
Sunbelt Securities, Inc.4,609$121K0.01%013F-HRTimeline
Farther Finance Advisors, LLC4,496$118K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,134$56K<0.01%-2,48313F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC2,034$53.4K0.02%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…955$25.3K<0.01%013F-HRTimeline
IFP Advisors, Inc700$18.4K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc100$2.62K<0.01%013F-HRTimeline