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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 2025-06-30, 1,110,818 shares in all. 7 filers opened a position and 6 filers sold out during the quarter.

Managers
43
13F filers
43
New
7
Added
8
Reduced
10
Sold out
6
Shares held by filers
1,110,818

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
HighTower Advisors, LLC225,035$6.28M0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC127,010$3.55M<0.01%+6,59913F-HRTimelineGroup
AE Wealth Management LLC116,670$3.26M0.02%+112,92013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC101,924$2.85M<0.01%+37,96913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC57,180$1.6M0.01%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…39,811$1.11M<0.01%013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC39,059$1.09M0.34%new13F-HR/ATimeline
Csenge Advisory Group31,747$870K0.05%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management31,097$868K0.01%-11,57013F-HRTimelineGroup
FORT WASHINGTON INVESTMENT ADVISORS INC…29,500$823K<0.01%013F-HRTimeline
Foundations Investment Advisors, LLC26,505$740K0.01%+13,81713F-HRTimeline
MTM FINANCIAL GROUP, LLC25,940$724K0.39%013F-HRTimeline
Maia Wealth LLC22,068$616K0.12%-1,26113F-HRTimeline
Syntegra Private Wealth Group, LLC20,353$568K0.06%013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC18,559$518K0.1%013F-HRTimeline
Trek Financial, LLC17,865$499K0.03%-2,50013F-HRTimeline
Belpointe Asset Management LLC14,541$406K0.02%new13F-HRTimeline
Vantage Financial Partners, LLC13,458$376K0.09%013F-HRTimeline
Bullseye Investment Management, LLC13,607$364K0.22%013F-HRTimeline
Cambridge Investment Research Advisors,…12,884$360K<0.01%+90013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC11,417$319K0.05%013F-HRTimeline
Cypress Wealth Services, LLC11,357$317K0.06%-3,78813F-HRTimeline
Three Seasons Wealth, LLC10,520$294K0.03%013F-HRTimeline
World Investment Advisors10,441$291K0.01%013F-HRTimeline
Tradition Wealth Management, LLC9,825$274K0.02%-2,57513F-HRTimeline
GeoWealth Management, LLC9,683$270K0.01%new13F-HRTimeline
Applied Capital LLC9,464$264K0.12%-1,57813F-HRTimeline
Able Wealth Management LLC7,776$217K0.11%013F-HRTimeline
FSA Advisors, Inc.7,726$216K0.18%new13F-HRTimeline
Comprehensive Financial Consultants Ins…7,374$206K0.07%-2,01213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,050$169K<0.01%+1,46013F-HR/ATimelineGroup
BARCLAYS PLCin group BARCLAYS PLC5,308$148K<0.01%-9413F-HR/ATimelineGroup
CoreCap Advisors, LLC4,927$138K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC4,328$121K<0.01%-15913F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,270$63.4K<0.01%+1,87513F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC2,128$59.4K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,750$48.8K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,238$34.6K<0.01%+1,15713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management962$26.9K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…767$21.4K<0.01%-1,14913F-HRTimeline
IFP Advisors, Inc565$15.8K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC129$3.6K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.