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Disclosery

AJAN INNOVATOR ETFS TRUST

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EQUITY DEFINED P (fund)

44 managers (44 13F filers) reported a position in AJAN shares at 2025-06-30, 1,040,135 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.

Managers
44
13F filers
44
New
1
Added
6
Reduced
19
Sold out
1
Shares held by filers
1,040,135

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Strategic Blueprint, LLC141,298$3.82M0.19%+26,09813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC133,145$3.6M<0.01%-67013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC68,090$1.84M0.26%-6,52013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.55,641$1.5M<0.01%-7,40313F-HR/ATimelineGroup
OLD MISSION CAPITAL LLC49,167$1.33M0.04%new13F-HRTimeline
Bison Wealth, LLC40,288$1.09M0.09%+2,41213F-HRTimeline
KFG WEALTH MANAGEMENT, LLC38,573$1.04M0.17%013F-HRTimeline
Cambridge Investment Research Advisors,…35,468$958K<0.01%-16013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC35,352$955K<0.01%-52013F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP29,713$782K0.31%13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth26,980$729K<0.01%013F-HRTimelineGroup
Cetera Investment Advisers26,569$718K<0.01%-3,62413F-HRTimeline
Balance Wealth Partners LLC24,776$669K0.39%-1,49813F-HRTimeline
Bernard Wealth Management Corp.24,044$649K0.3%-2,22013F-HRTimeline
HighTower Advisors, LLC20,962$566K<0.01%+12213F-HRTimeline
SageView Advisory Group, LLC20,576$561K0.02%013F-HRTimeline
CoreCap Advisors, LLC20,653$558K0.02%-4413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS20,559$555K<0.01%013F-HRTimeline
MGO ONE SEVEN LLC19,800$535K0.02%013F-HRTimeline
Vantage Financial Partners, LLC18,146$490K0.11%013F-HRTimeline
HARBOUR INVESTMENTS, INC.17,702$478K0.01%-9,05913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC17,282$467K<0.01%-32213F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management17,149$463K0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,771$453K<0.01%-29,96113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC14,406$389K<0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC11,500$311K<0.01%-4,60413F-HRTimelineGroup
Kingsview Wealth Management, LLC11,471$310K0.01%-913F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC10,272$277K0.06%013F-HRTimeline
Beacon Financial Advisory LLC8,800$238K0.06%013F-HRTimeline
Three Seasons Wealth, LLC8,113$219K0.03%013F-HRTimeline
Sequoia Financial Advisors, LLC7,960$215K<0.01%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …7,843$212K0.01%013F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,570$204K<0.01%-3,17813F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC5,471$148K<0.01%-9613F-HR/ATimelineGroup
CENTAURUS FINANCIAL, INC.5,382$145K0.01%-1,22613F-HRTimeline
AE Wealth Management LLC4,563$123K<0.01%-1,20013F-HRTimeline
Sunbelt Securities, Inc.4,609$121K0.01%+2,00013F-HRTimeline
UBS Group AGin group UBS Group AG4,117$111K<0.01%+4,01113F-HRTimelineGroup
Farther Finance Advisors, LLC4,056$110K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,074$56K<0.01%-6013F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC2,034$54.9K0.01%013F-HRTimeline
IFP Advisors, Inc1,090$29.4K<0.01%+39013F-HRTimeline
AdvisorNet Financial, Inc100$2.7K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.