Skip to content
Disclosery

AJUL INNOVATOR ETFS TRUST

Follow

EQUI DEF PRO ETF (fund)

47 managers (47 13F filers) reported a position in AJUL shares at 2024-12-31, 1,204,619 shares in all. 9 filers opened a position and 3 filers sold out during the quarter.

Managers
47
13F filers
47
New
9
Added
10
Reduced
7
Sold out
3
Shares held by filers
1,204,619

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
HighTower Advisors, LLC233,316$6.3M0.01%013F-HRTimeline
RFG Advisory, LLC141,719$3.83M0.11%-13213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC111,773$3.02M<0.01%13F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC61,162$1.65M<0.01%-1,00013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC57,922$1.56M0.01%013F-HRTimelineGroup
Noble Wealth Management PBC51,678$1.4M0.97%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management41,469$1.12M0.02%-8,16113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…32,474$877K<0.01%+3,45013F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,541$852K<0.01%+12,35813F-HRTimelineGroup
FORT WASHINGTON INVESTMENT ADVISORS INC…29,500$797K<0.01%013F-HRTimeline
MTM FINANCIAL GROUP, LLC25,905$700K0.42%+1,57913F-HRTimeline
Trek Financial, LLC25,577$691K0.05%+44513F-HRTimeline
Maia Wealth LLC23,822$647K0.14%-2,67713F-HRTimeline
OLD MISSION CAPITAL LLC23,887$645K0.02%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,423$633K<0.01%+8,43513F-HRTimelineGroup
Syntegra Private Wealth Group, LLC19,018$514K0.06%+1,87213F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC18,559$501K0.11%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,585$448K<0.01%+8,89013F-HRTimelineGroup
Cypress Wealth Services, LLC15,145$409K0.08%013F-HRTimeline
Foundations Investment Advisors, LLC15,065$407K0.01%+5,42013F-HRTimeline
Tradition Wealth Management, LLC14,262$385K0.03%013F-HRTimeline
Vantage Financial Partners, LLC13,458$364K0.09%013F-HRTimeline
Stenger Family Office, LLC14,845$354K0.12%13F-HRTimeline
Cambridge Investment Research Advisors,…12,784$345K<0.01%013F-HRTimeline
Applied Capital LLC12,710$343K0.18%013F-HRTimeline
Bullseye Investment Management, LLC12,590$340K0.22%+4,41713F-HRTimeline
Legacy Investment Solutions, LLC12,073$329K0.22%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…12,073$329K0.22%013F-HRTimelineGroup
Visionary Wealth Advisors11,551$312K0.02%013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC11,417$308K0.06%new13F-HRTimeline
Three Seasons Wealth, LLC10,520$284K0.14%013F-HRTimeline
World Investment Advisors10,441$282K0.01%013F-HRTimeline
Comprehensive Financial Consultants Ins…9,386$254K0.09%-65213F-HRTimeline
Able Wealth Management LLC7,776$210K0.14%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,760$210K<0.01%new13F-HRTimelineGroup
Continuum Advisory, LLC5,156$139K0.02%013F-HRTimeline
CoreCap Advisors, LLC4,927$133K0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,535$122K<0.01%new13F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC4,487$121K<0.01%-6313F-HRTimelineGroup
AE Wealth Management LLC3,750$101K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,128$57.5K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,916$51.8K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,750$47.3K<0.01%-1,75013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management962$26K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.900$24.3K<0.01%new13F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…841$22.9K<0.01%+11113F-HRTimeline
HARBOUR INVESTMENTS, INC.81$2.19K<0.01%013F-HRTimeline