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Disclosery

AJUL INNOVATOR ETFS TRUST

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EQUI DEF PRO ETF (fund)

43 managers (43 13F filers) reported a position in AJUL shares at 2025-03-31, 986,758 shares in all. 1 filer opened a position and 3 filers sold out during the quarter.

Managers
43
13F filers
43
New
1
Added
11
Reduced
12
Sold out
3
Shares held by filers
986,758

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
HighTower Advisors, LLC225,035$6.02M0.01%-8,28113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC120,411$3.22M<0.01%+8,63813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC63,955$1.71M<0.01%+2,79313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC57,180$1.53M0.01%-74213F-HRTimelineGroup
Noble Wealth Management PBC49,382$1.32M0.9%-2,29613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management42,667$1.14M0.02%+1,19813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…39,811$1.06M<0.01%+7,33713F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…29,500$789K<0.01%013F-HRTimeline
OLD MISSION CAPITAL LLC28,404$760K0.01%+4,51713F-HRTimeline
MTM FINANCIAL GROUP, LLC25,940$694K0.41%+3513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC24,269$649K<0.01%+7,68413F-HR/ATimelineGroup
Maia Wealth LLC23,329$619K0.14%-49313F-HRTimeline
Trek Financial, LLC20,365$545K0.04%-5,21213F-HRTimeline
Syntegra Private Wealth Group, LLC20,353$544K0.06%+1,33513F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC18,559$496K0.1%013F-HRTimeline
Cypress Wealth Services, LLC15,145$405K0.08%013F-HRTimeline
Bullseye Investment Management, LLC13,607$364K0.22%+1,01713F-HRTimeline
Vantage Financial Partners, LLC13,458$360K0.09%013F-HRTimeline
Foundations Investment Advisors, LLC12,688$339K0.01%-2,37713F-HRTimeline
Tradition Wealth Management, LLC12,400$332K0.03%-1,86213F-HRTimeline
Cambridge Investment Research Advisors,…11,984$320K<0.01%-80013F-HRTimeline
Visionary Wealth Advisors11,551$309K0.02%013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC11,417$305K0.06%013F-HRTimeline
Applied Capital LLC11,042$295K0.14%-1,66813F-HRTimeline
Three Seasons Wealth, LLC10,520$281K0.14%013F-HRTimeline
World Investment Advisors10,441$279K0.01%013F-HRTimeline
Comprehensive Financial Consultants Ins…9,386$251K0.09%013F-HRTimeline
Able Wealth Management LLC7,776$208K0.12%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,742$207K<0.01%-23,79913F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC5,402$144K<0.01%+86713F-HR/ATimelineGroup
Continuum Advisory, LLC5,156$138K0.02%013F-HRTimeline
CoreCap Advisors, LLC4,927$132K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,590$123K<0.01%+3,69013F-HRTimelineGroup
CWM, LLCin group CWM, LLC4,487$120K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC3,750$100K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2,897$77.5K0.06%-9,17613F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC2,128$56.9K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,916$51.2K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,750$47.3K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management962$25.7K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG395$10.6K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.81$2.17K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-84113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.