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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 2025-09-30, 874,393 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
43
13F filers
43
New
6
Added
3
Reduced
21
Sold out
5
Shares held by filers
874,393

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
COMMONWEALTH EQUITY SERVICES, LLC74,772$2.06M<0.01%-58,37313F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC63,690$1.75M0.23%-4,40013F-HRTimeline
Strategic Blueprint, LLC60,259$1.66M0.07%-81,03913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.51,826$1.42M<0.01%-3,81513F-HRTimelineGroup
Mutual Advisors, LLC45,424$1.25M0.03%new13F-HRTimeline
OLD MISSION CAPITAL LLC42,046$1.16M0.04%-7,12113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…39,322$1.08M<0.01%+22,55113F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC37,593$1.03M0.15%-98013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC32,162$885K<0.01%-3,19013F-HRTimelineGroup
Cambridge Investment Research Advisors,…25,238$694K<0.01%-10,23013F-HRTimeline
Cetera Investment Advisers25,145$692K<0.01%-1,42413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth24,137$664K<0.01%-2,84313F-HRTimelineGroup
HighTower Advisors, LLC23,580$649K<0.01%+2,61813F-HRTimeline
Balance Wealth Partners LLC23,498$646K0.16%-1,27813F-HRTimeline
Bernard Wealth Management Corp.22,944$631K0.26%-1,10013F-HRTimeline
SageView Advisory Group, LLC20,576$566K0.02%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS20,559$565K<0.01%013F-HRTimeline
CoreCap Advisors, LLC20,446$562K0.02%-20713F-HRTimeline
MGO ONE SEVEN LLC19,798$544K0.01%-213F-HRTimeline
Vantage Financial Partners, LLC18,146$499K0.11%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC16,121$443K<0.01%-1,16113F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management14,728$405K<0.01%-2,42113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC14,406$396K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.13,757$378K0.01%-3,94513F-HRTimeline
Kingsview Wealth Management, LLC11,471$315K<0.01%013F-HRTimeline
LPL Financial LLC10,497$289K<0.01%new13F-HRTimeline
BridgePort Financial Solutions, LLC10,390$286K0.08%new13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC10,272$283K0.05%013F-HRTimeline
Beacon Financial Advisory LLC8,800$242K0.06%013F-HRTimeline
Bullock Wealth Management Group8,492$234K0.12%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,237$227K<0.01%-3,26313F-HRTimelineGroup
Three Seasons Wealth, LLC8,113$223K0.02%013F-HRTimeline
UBS Group AGin group UBS Group AG7,911$218K<0.01%+3,79413F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …7,843$216K0.01%013F-HRTimeline
GTS SECURITIES LLC7,382$203K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,766$159K<0.01%new13F-HR/ATimelineGroup
BARCLAYS PLCin group BARCLAYS PLC5,379$148K<0.01%-9213F-HR/ATimelineGroup
AE Wealth Management LLC4,563$125K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC3,231$88.9K<0.01%-82513F-HRTimeline
Sunbelt Securities, Inc.2,609$71.8K<0.01%-2,00013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,074$57K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc1,090$30K<0.01%013F-HR/ATimeline
AdvisorNet Financial, Inc100$2.75K<0.01%013F-HRTimeline