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Disclosery

AJUL INNOVATOR ETFS TRUST

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EQUI DEF PRO ETF (fund)

44 managers (44 13F filers) reported a position in AJUL shares at 2025-09-30, 924,783 shares in all. 7 filers opened a position and 6 filers sold out during the quarter.

Managers
44
13F filers
44
New
7
Added
2
Reduced
17
Sold out
6
Shares held by filers
924,783

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC216,792$6.2M0.01%-8,24313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC124,766$3.57M<0.01%-2,24413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC100,924$2.89M<0.01%-1,00013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC57,099$1.63M0.01%-8113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…39,811$1.14M<0.01%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management30,132$862K0.01%-96513F-HRTimelineGroup
FORT WASHINGTON INVESTMENT ADVISORS INC…29,500$844K<0.01%013F-HRTimeline
AE Wealth Management LLC27,631$791K0.01%-89,03913F-HRTimeline
MTM FINANCIAL GROUP, LLC25,157$720K0.35%-78313F-HRTimeline
Syntegra Private Wealth Group, LLC20,353$583K0.05%013F-HRTimeline
Maia Wealth LLC19,267$554K0.09%-2,80113F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC18,559$531K0.09%013F-HRTimeline
Trek Financial, LLC17,121$490K0.03%-74413F-HRTimeline
Foundations Investment Advisors, LLC15,334$439K0.01%-11,17113F-HRTimeline
Belpointe Asset Management LLC13,842$396K0.02%-69913F-HRTimeline
Vantage Financial Partners, LLC13,458$385K0.08%013F-HRTimeline
Cambridge Investment Research Advisors,…13,063$374K<0.01%+17913F-HRTimeline
Bullseye Investment Management, LLC13,607$364K0.22%013F-HRTimeline
OLD MISSION CAPITAL LLC11,654$334K0.01%new13F-HRTimeline
KFG WEALTH MANAGEMENT, LLC11,417$327K0.05%013F-HRTimeline
Cypress Wealth Services, LLC11,357$325K0.05%013F-HRTimeline
Three Seasons Wealth, LLC10,520$301K0.03%013F-HRTimeline
World Investment Advisors10,299$295K0.01%-14213F-HRTimeline
Tradition Wealth Management, LLC9,065$259K0.02%-76013F-HRTimeline
Cornerstone Wealth Group, LLC8,960$256K0.02%new13F-HRTimeline
Applied Capital LLC8,693$249K0.1%-77113F-HRTimeline
Able Wealth Management LLC7,776$223K0.08%013F-HRTimeline
Comprehensive Financial Consultants Ins…7,374$211K0.07%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5,187$148K<0.01%-12113F-HR/ATimelineGroup
CoreCap Advisors, LLC4,927$141K0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.4,150$119K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,400$97K<0.01%-2,65013F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,146$90K<0.01%-1,18213F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC2,128$60.9K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,750$50.1K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,238$35.4K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,079$30.9K<0.01%new13F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,000$28.6K<0.01%new13F-HR/ATimelineGroup
Spire Wealth Managementin group Spire Wealth Management962$27.5K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…767$22K<0.01%013F-HRTimeline
IFP Advisors, Inc695$19.9K<0.01%+13013F-HR/ATimeline
Noble Wealth Management PBC480$13.7K0.01%13F-HRTimeline
Sunbelt Securities, Inc.180$5.15K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY163$4.67K<0.01%new13F-HR/ATimelineGroup