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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 2025-03-31, 1,006,756 shares in all. 2 filers opened a position and 6 filers sold out during the quarter.

Managers
43
13F filers
43
New
2
Added
3
Reduced
19
Sold out
6
Shares held by filers
1,006,756

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC133,815$3.52M<0.01%+4,77713F-HRTimeline
Strategic Blueprint, LLC115,200$3.03M0.17%-5,80713F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC74,610$1.96M0.32%-2,50013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.63,044$1.66M<0.01%+44,10913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…46,732$1.23M<0.01%+9,51113F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC38,573$1.01M0.18%-44413F-HRTimeline
Bison Wealth, LLC37,876$996K0.09%-29,18613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC35,872$944K<0.01%-19013F-HRTimelineGroup
Cambridge Investment Research Advisors,…35,628$937K<0.01%013F-HRTimeline
Cetera Investment Advisers30,193$794K<0.01%-1,02213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth26,980$710K<0.01%-3,01013F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.26,761$704K0.02%-1,49013F-HRTimeline
Balance Wealth Partners LLC26,274$691K0.45%13F-HRTimeline
Bernard Wealth Management Corp.26,264$691K0.34%-1,28913F-HRTimeline
HighTower Advisors, LLC20,840$548K<0.01%013F-HRTimeline
CoreCap Advisors, LLC20,697$544K0.02%013F-HRTimeline
SageView Advisory Group, LLC20,576$541K0.02%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS20,559$541K<0.01%013F-HRTimeline
MGO ONE SEVEN LLC19,800$521K0.02%013F-HRTimeline
Vantage Financial Partners, LLC18,146$477K0.12%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC17,604$463K<0.01%-2,50613F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management17,149$451K0.01%-2,92513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC16,104$424K<0.01%-39,08313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC14,406$379K<0.01%-2,48013F-HRTimeline
Kingsview Wealth Management, LLC11,480$302K0.01%-3,75113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,748$283K<0.01%new13F-HR/ATimelineGroup
MILESTONE ASSET MANAGEMENT, LLC10,272$270K0.06%013F-HRTimeline
Beacon Financial Advisory LLC8,800$231K0.07%013F-HRTimeline
John W. Brooker & Co., CPAs8,160$215K0.09%013F-HRTimeline
Three Seasons Wealth, LLC8,113$213K0.11%013F-HRTimeline
Sequoia Financial Advisors, LLC7,960$209K<0.01%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …7,843$206K0.02%013F-HRTimeline
CENTAURUS FINANCIAL, INC.6,608$174K0.01%-38,72113F-HRTimeline
AE Wealth Management LLC5,763$152K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5,567$146K<0.01%-5313F-HR/ATimelineGroup
Farther Finance Advisors, LLC4,056$107K<0.01%-44013F-HRTimeline
Sunbelt Securities, Inc.2,609$68.6K0.01%-2,00013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,134$56K<0.01%013F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC2,034$53.5K0.02%013F-HRTimeline
IFP Advisors, Inc700$18.4K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG106$2.79K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc100$2.63K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-95513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.