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Disclosery

AJAN INNOVATOR ETFS TRUST

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EQUITY DEFINED P (fund)

39 managers (39 13F filers) reported a position in AJAN shares at 2025-12-31, 720,950 shares in all. 2 filers opened a position and 8 filers sold out during the quarter.

Managers
39
13F filers
39
New
2
Added
5
Reduced
16
Sold out
8
Shares held by filers
720,950

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC74,229$2.07M<0.01%-54313F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC54,980$1.53M0.19%-8,71013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.51,076$1.42M<0.01%-75013F-HRTimelineGroup
BIP Wealth, LLC46,479$1.29M0.05%new13F-HRTimeline
Mutual Advisors, LLC45,424$1.27M0.03%013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC35,401$986K0.13%-2,19213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth24,137$672K<0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…23,958$667K<0.01%-1,28013F-HRTimeline
HighTower Advisors, LLC23,545$656K<0.01%-3513F-HRTimeline
Cetera Investment Advisers23,122$644K<0.01%-2,02313F-HRTimeline
Bernard Wealth Management Corp.23,019$641K0.26%+7513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,762$606K<0.01%-10,40013F-HRTimelineGroup
SageView Advisory Group, LLC20,576$573K0.02%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS20,559$573K<0.01%013F-HRTimeline
CoreCap Advisors, LLC20,083$559K0.02%-36313F-HRTimeline
Balance Wealth Partners LLC19,195$535K0.17%-4,30313F-HRTimeline
OLD MISSION CAPITAL LLC18,834$525K0.02%-23,21213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC16,121$449K<0.01%013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management14,728$410K<0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,475$403K<0.01%-24,84713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC14,406$401K<0.01%013F-HRTimeline
LPL Financial LLC12,087$337K<0.01%+1,59013F-HRTimeline
BridgePort Financial Solutions, LLC10,390$289K0.08%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC10,272$286K0.05%013F-HRTimeline
Kingsview Wealth Management, LLC10,081$281K<0.01%-1,39013F-HRTimeline
Vantage Financial Partners, LLC8,942$249K0.05%-9,20413F-HRTimeline
HARBOUR INVESTMENTS, INC.8,806$245K<0.01%-4,95113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,580$239K<0.01%+2,81413F-HRTimelineGroup
Bullock Wealth Management Group8,492$237K0.12%013F-HRTimeline
Three Seasons Wealth, LLC8,113$226K0.02%013F-HRTimeline
Foundations Investment Advisors, LLC7,843$218K<0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5,642$157K<0.01%+26313F-HRTimelineGroup
AE Wealth Management LLC4,563$127K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC3,231$90K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.2,609$72.7K<0.01%013F-HRTimeline
Benson Wealth Management INC1,626$45.3K0.05%13F-HRTimeline
Keating Financial Advisory Services, In…1,581$44K0.01%13F-HRTimeline
IFP Advisors, Inc1,100$30.6K<0.01%+1013F-HRTimeline
UBS Group AGin group UBS Group AG883$24.6K<0.01%-7,02813F-HRTimelineGroup