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Disclosery

AJAN INNOVATOR ETFS TRUST

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EQUITY DEFINED P (fund)

42 managers (42 13F filers) reported a position in AJAN shares at 2026-03-31, 736,926 shares in all. 9 filers opened a position and 5 filers sold out during the quarter.

Managers
42
13F filers
42
New
9
Added
12
Reduced
10
Sold out
5
Shares held by filers
736,926

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC77,590$2.14M<0.01%+3,36113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.57,801$1.6M<0.01%+6,72513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…49,281$1.36M<0.01%+34,80613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC39,785$1.1M<0.01%+25,37913F-HRTimeline
KFG WEALTH MANAGEMENT, LLC35,129$971K0.13%-27213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC29,758$823K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…25,347$701K<0.01%+1,38913F-HRTimeline
Mutual Advisors, LLC24,603$680K0.01%-20,82113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth24,137$667K<0.01%013F-HRTimelineGroup
HighTower Advisors, LLC23,530$650K<0.01%-1513F-HRTimeline
Bernard Wealth Management Corp.23,019$636K0.27%013F-HRTimeline
Cetera Investment Advisers21,974$607K<0.01%-1,14813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,446$593K<0.01%-31613F-HRTimelineGroup
Creative Planningin group Creative Planning20,576$569K<0.01%new13F-HRTimelineGroup
SageView Advisory Group, LLC20,576$569K0.02%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS20,559$568K<0.01%013F-HRTimeline
CoreCap Advisors, LLC20,083$555K0.02%013F-HRTimeline
Balance Wealth Partners LLC19,195$531K0.16%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,666$461K<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC16,241$449K<0.01%+12013F-HRTimelineGroup
MILESTONE ASSET MANAGEMENT, LLC15,312$423K0.08%+5,04013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management15,009$415K<0.01%+28113F-HRTimelineGroup
LPL Financial LLC13,173$364K<0.01%+1,08613F-HRTimeline
Tradition Wealth Management, LLC11,903$329K0.02%new13F-HRTimeline
BridgePort Financial Solutions, LLC11,309$313K0.09%+91913F-HRTimeline
Fragasso Financial Advisors Inc10,683$296K0.02%new13F-HRTimeline
Merit Financial Group, LLC10,268$284K<0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC9,483$262K<0.01%-59813F-HRTimeline
Bullock Wealth Management Group8,492$235K0.12%013F-HRTimeline
Three Seasons Wealth, LLC8,113$224K0.09%013F-HRTimeline
Foundations Investment Advisors, LLC7,843$217K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.5,095$141K<0.01%-3,71113F-HRTimeline
AE Wealth Management LLC4,978$138K<0.01%+41513F-HRTimeline
Farther Finance Advisors, LLC4,813$133K<0.01%+1,58213F-HRTimeline
GILL CAPITAL PARTNERS, LLC3,570$98.7K0.03%new13F-HRTimeline
Sunbelt Securities, Inc.2,609$72.1K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…1,581$43.7K0.01%013F-HRTimeline
Benson Wealth Management INC1,579$43.6K0.06%-4713F-HRTimeline
Ashton Thomas Private Wealth, LLC1,338$37K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC1,135$31.4K<0.01%new13F-HRTimeline
IFP Advisors, Inc700$19.4K<0.01%-40013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO644$17.7K<0.01%-7,93613F-HR/ATimelineGroup