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Disclosery

AJUL INNOVATOR ETFS TRUST

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EQUI DEF PRO ETF (fund)

47 managers (47 13F filers) reported a position in AJUL shares at 2025-12-31, 975,021 shares in all. 4 filers opened a position and 1 filer sold out during the quarter.

Managers
47
13F filers
47
New
4
Added
5
Reduced
16
Sold out
1
Shares held by filers
975,021

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC215,922$6.28M0.01%-87013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC122,152$3.55M<0.01%-2,61413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC99,565$2.89M<0.01%-1,35913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC56,875$1.65M0.01%-22413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…41,741$1.21M<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…39,811$1.16M<0.01%013F-HRTimeline
OLD MISSION CAPITAL LLC38,701$1.13M0.04%+27,04713F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…29,500$858K<0.01%013F-HRTimeline
AE Wealth Management LLC27,060$787K<0.01%-57113F-HRTimeline
MTM FINANCIAL GROUP, LLC24,213$704K0.34%-94413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management23,917$695K0.01%-6,21513F-HRTimelineGroup
Syntegra Private Wealth Group, LLC20,353$592K0.05%013F-HRTimeline
Waverly Advisors, LLC20,349$592K<0.01%new13F-HRTimeline
Maia Wealth LLC19,207$560K0.1%-6013F-HRTimeline
Trek Financial, LLC16,799$488K0.03%-32213F-HRTimeline
Foundations Investment Advisors, LLC15,313$445K0.01%-2113F-HRTimeline
Belpointe Asset Management LLC14,701$427K0.02%+85913F-HRTimeline
Vantage Financial Partners, LLC13,458$391K0.08%013F-HRTimeline
Cambridge Investment Research Advisors,…13,063$380K<0.01%013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC11,417$332K0.04%013F-HRTimeline
Cypress Wealth Services, LLC11,357$330K0.05%013F-HRTimeline
Three Seasons Wealth, LLC10,520$306K0.03%013F-HRTimeline
World Investment Advisors10,299$299K<0.01%013F-HR/ATimeline
Cornerstone Wealth Group, LLC8,960$260K0.02%013F-HRTimeline
Applied Capital LLC8,413$245K0.09%-28013F-HRTimeline
Tradition Wealth Management, LLC8,307$241K0.02%-75813F-HRTimeline
Able Wealth Management LLC7,776$226K0.07%013F-HRTimeline
Comprehensive Financial Consultants Ins…7,374$214K0.06%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5,145$150K<0.01%-4213F-HRTimelineGroup
CoreCap Advisors, LLC4,927$143K0.01%013F-HRTimeline
Bullseye Investment Management, LLC4,550$132K0.07%-9,05713F-HRTimeline
CENTAURUS FINANCIAL, INC.4,144$120K0.01%-613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,400$98.8K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,146$91K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC2,128$61.9K<0.01%013F-HRTimeline
SageView Advisory Group, LLC1,926$56K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,238$36K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,150$33.4K<0.01%+38313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,100$32K<0.01%+10013F-HRTimelineGroup
Keating Financial Advisory Services, In…1,000$29.1K<0.01%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO979$28.5K<0.01%-10013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management962$28K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc705$20.5K<0.01%+1013F-HRTimeline
UBS Group AGin group UBS Group AG575$16.7K<0.01%new13F-HRTimelineGroup
Noble Wealth Management PBC480$14K0.01%013F-HRTimeline
Sunbelt Securities, Inc.180$5.23K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY163$4.74K<0.01%013F-HR/ATimelineGroup