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Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) Institutional Ownership

$28.61 +0.02 (+0.07%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (BATS:AJAN)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$4.06M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$4.91M
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AJAN Institutional Buying and Selling by Quarter

Innovator Equity Defined Protection ETF - 2 Yr to January 2028 Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2026 Cetera Investment Advisers21,974$607K0.0%-5.0%1.234%
4/27/2026 Sound Income Strategies LLC1,135$31K0.0%N/A0.064%
2/18/2026 OLD Mission Capital LLC18,834$525K0.0%-55.2%1.192%
2/17/2026 Cetera Investment Advisers23,122$644K0.0%-8.0%1.463%
2/17/2026 Osaic Holdings Inc.51,076$1.42M0.0%-1.4%3.233%
2/13/2026 Kestra Advisory Services LLC21,762$606K0.0%-32.3%1.377%
2/12/2026 Commonwealth Equity Services LLC74,229$2.07M0.0%-0.7%4.698%
2/11/2026 LPL Financial LLC12,087$337K0.0%+15.1%0.765%
2/10/2026 Foundations Investment Advisors LLC7,843$218K0.0%N/A0.496%
2/9/2026 Kingsview Wealth Management LLC10,081$281K0.0%-12.1%0.638%
2/9/2026 Harbour Investments Inc.8,806$245K0.0%-36.0%0.557%
2/3/2026Vantage Financial Partners LLC8,942$249K0.1%-50.7%0.566%
1/21/2026 BIP Wealth LLC46,479$1.29M0.0%N/A2.942%
1/21/2026 Balance Wealth LLC19,195$535K0.2%-18.3%1.215%
1/21/2026 KFG Wealth Management LLC35,401$986K0.1%-5.8%2.241%
1/13/2026 CoreCap Advisors LLC20,083$559K0.0%-1.8%1.455%
1/7/2026 Lake Street Private Wealth LLC54,980$1.53M0.2%-13.7%3.927%
1/1/2026 JPMorgan Chase & Co.5,766$159K0.0%N/A0.372%
11/19/2025Sunbelt Securities Inc.2,609$72K0.0%-43.4%0.168%
11/17/2025 Susquehanna International Group LLP39,322$1.08M0.0%+134.5%2.537%
11/17/2025 Focus Partners Wealth24,137$664K0.0%-10.5%1.557%
11/14/2025 Raymond James Financial Inc.8,237$227K0.0%-28.4%0.531%
11/10/2025 Lake Street Private Wealth LLC63,690$1.75M0.2%-6.5%4.109%
11/7/2025 JPMorgan Chase & Co.5,766$159K0.0%N/A0.372%
11/6/2025 BridgePort Financial Solutions LLC10,390$286K0.1%N/A0.670%
11/5/2025 Envestnet Asset Management Inc.16,121$443K0.0%-6.7%1.040%
11/4/2025 Mutual Advisors LLC45,424$1.25M0.0%N/A2.931%
10/23/2025 Strategic Blueprint LLC60,259$1.66M0.1%-57.4%3.888%
10/20/2025 Balance Wealth LLC23,498$646K0.2%-5.2%1.516%
10/15/2025 Brookstone Capital Management14,728$405K0.0%-14.1%0.921%
10/14/2025 Farther Finance Advisors LLC3,231$89K0.0%-20.3%0.202%
10/14/2025 Bernard Wealth Management Corp.22,944$631K0.3%-4.6%1.434%
10/7/2025 KFG Wealth Management LLC37,593$1.03M0.1%-2.5%2.350%
9/4/2025 Osaic Holdings Inc.55,641$1.50M0.0%-11.7%3.216%
8/29/2025 Centaurus Financial Inc.5,382$145K0.0%-18.6%0.311%
8/14/2025 Raymond James Financial Inc.11,500$311K0.0%-28.6%0.665%
8/14/2025 Balance Wealth LLC24,776$669K0.4%-5.7%1.432%
8/8/2025 Cetera Investment Advisers26,569$718K0.0%-12.0%1.536%
8/6/2025 AE Wealth Management LLC4,563$123K0.0%-20.8%0.264%
7/30/2025 Strategic Blueprint LLC141,298$3.82M0.2%+22.7%8.168%
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7/28/2025 Harbour Investments Inc.17,702$478K0.0%-33.9%1.023%
7/24/2025 Bernard Wealth Management Corp.24,044$649K0.3%-8.5%1.390%
7/24/2025 IFP Advisors Inc1,090$29K0.0%+55.7%0.063%
7/10/2025Oliver Lagore Vanvalin Investment Group29,713$782K0.3%N/A1.718%
6/27/2025 Goldman Sachs Group Inc.10,748$283K0.0%N/A0.572%
5/20/2025Focus Partners Wealth26,980$710K0.0%-10.0%1.435%
5/16/2025Goldman Sachs Group Inc.10,748$283K0.0%N/A0.572%
5/8/2025Harbour Investments Inc.26,761$704K0.0%-5.3%1.423%
5/6/2025Cetera Investment Advisers30,193$794K0.0%-3.3%1.606%
5/2/2025Kingsview Wealth Management LLC11,480$302K0.0%-24.6%0.589%
4/29/2025Envestnet Asset Management Inc.17,604$463K0.0%-12.5%0.903%
4/29/2025Strategic Blueprint LLC115,200$3.03M0.2%-4.8%5.908%
4/23/2025Balance Wealth LLC26,274$691K0.4%N/A1.347%
4/16/2025Bernard Wealth Management Corp.26,264$691K0.3%-4.7%1.347%
4/14/2025Farther Finance Advisors LLC4,056$107K0.0%-9.8%0.208%
4/11/2025KFG Wealth Management LLC38,573$1.02M0.2%-1.1%1.978%
4/10/2025Lake Street Private Wealth LLC74,610$1.96M0.3%-3.2%3.866%
2/27/2025Bernard Wealth Management Corp.27,553$723K0.3%N/A1.357%
2/25/2025Armis Advisers LLC67,062$1.76M0.2%N/A3.304%
2/17/2025CoreCap Advisors LLC20,697$543K0.0%-2.8%1.020%
2/17/2025Cetera Investment Advisers31,215$819K0.0%-14.5%1.538%
2/14/2025Jane Street Group LLC10,876$285K0.0%-49.2%0.347%
2/14/2025Three Seasons Wealth LLC8,113$213K0.1%N/A0.259%
2/13/2025Barclays PLC5,620$147K0.0%N/A0.180%
2/13/2025Raymond James Financial Inc.55,187$1.45M0.0%N/A1.763%
2/13/2025Envestnet Asset Management Inc.20,110$528K0.0%-31.3%0.642%
2/10/2025Harbour Investments Inc.28,251$741K0.0%-6.9%0.903%
2/10/2025Commonwealth Equity Services LLC129,038$3.39M0.0%-4.6%4.123%
2/10/2025Farther Finance Advisors LLC4,496$118K0.0%N/A0.144%
2/6/2025Raymond James Financial Inc.55,187$1.45M0.0%N/A1.763%
1/30/2025Principal Securities Inc.2,134$56K0.0%-53.8%0.068%
1/28/2025Kingsview Wealth Management LLC15,231$400K0.0%-43.7%0.487%
1/23/2025Strategic Blueprint LLC121,007$3.18M0.2%-1.1%3.866%
1/21/2025RFG Advisory LLC15,401$404K0.0%-22.3%0.492%
1/15/2025Gill Capital Partners LLC34,272$899K0.3%N/A1.095%
1/15/2025Lake Street Private Wealth LLC77,110$2.02M0.3%-3.7%2.464%
1/13/2025Brookstone Capital Management20,074$527K0.0%-20.4%0.641%
11/18/2024Sunbelt Securities Inc.4,609$120K0.0%+130.5%0.147%
11/15/2024Executive Wealth Management LLC28,220$736K0.1%-13.0%0.902%
11/15/2024Jane Street Group LLC21,406$558K0.0%N/A0.684%
11/12/2024Kingsview Wealth Management LLC27,047$706K0.0%-8.2%0.864%
11/1/2024Executive Wealth Management LLC28,220$736K0.1%-13.0%0.902%
11/1/2024Aspire Wealth Management Corp6,196$162K0.1%N/A0.198%
10/25/2024Strategic Blueprint LLC122,368$3.19M0.2%+138.9%3.910%
10/22/2024Lake Street Private Wealth LLC80,110$2.09M0.3%-2.0%2.559%
10/8/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors7,843$205K0.0%N/A0.251%
10/8/2024Brookstone Capital Management25,220$658K0.0%+5.9%0.806%
9/23/2024Centaurus Financial Inc.45,355$1.15M0.1%-14.4%1.449%
8/15/2024Oliver Lagore Vanvalin Investment Group17,383$439K0.1%+37.9%0.555%
8/8/2024CoreCap Advisors LLC21,656$547K0.1%N/A0.692%
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8/8/2024Executive Wealth Management LLC32,429$820K0.2%-3.4%1.036%
8/7/2024Vantage Financial Partners LLC18,146$459K0.1%+11.8%0.580%
7/31/2024Commonwealth Equity Services LLC135,294$3.42M0.0%-2.2%4.322%
7/27/2024Strategic Blueprint LLC51,211$1.30M0.1%N/A1.636%
7/26/2024Harbour Investments Inc.30,602$774K0.0%+30.3%0.978%
7/19/2024KFG Wealth Management LLC41,698$1.05M0.4%+2.1%1.332%
7/18/2024Triad Wealth Partners LLC3,796$96K0.1%N/A0.121%
7/16/2024Sequoia Financial Advisors LLC7,960$201K0.0%N/A0.254%
7/15/2024RFG Advisory LLC268,418$6.79M0.2%N/A8.576%
5/24/2024Cetera Advisors LLC27,971$696K0.0%N/A0.894%


AJAN Institutional Ownership - Frequently Asked Questions

During the previous two years, 43 institutional investors and hedge funds held shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2028. The most heavily invested institutionals were Commonwealth Equity Services LLC ($2.07M), Armis Advisers LLC ($1.76M), Strategic Blueprint LLC ($1.66M), Lake Street Private Wealth LLC ($1.53M), Osaic Holdings Inc. ($1.42M), BIP Wealth LLC ($1.29M), and Mutual Advisors LLC ($1.25M).Learn more on Innovator Equity Defined Protection ETF - 2 Yr to January 2028's institutional investors.

Of the 25 institutional investors that purchased Innovator Equity Defined Protection ETF - 2 Yr to January 2028's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($110.37K), Strategic Blueprint LLC ($97.26K), Armis Advisers LLC ($67.06K), BIP Wealth LLC ($46.48K), Mutual Advisors LLC ($45.42K), Gill Capital Partners LLC ($34.27K), and Oliver Lagore Vanvalin Investment Group ($29.71K).

Institutional investors have bought a total of 146,944 shares in the last 24 months. This purchase volume represents approximately $4.06M in transactions.

Of the 20 institutional investors that sold Innovator Equity Defined Protection ETF - 2 Yr to January 2028's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Strategic Blueprint LLC ($81.04K), OLD Mission Capital LLC ($23.21K), Lake Street Private Wealth LLC ($13.11K), Kestra Advisory Services LLC ($10.40K), Vantage Financial Partners LLC ($9.20K), Osaic Holdings Inc. ($8.15K), and Balance Wealth LLC ($5.58K).

Institutional investors have sold a total of 177,902 shares in the last 24 months. This volume of shares sold represents approximately $4.91M in transactions.


Related Companies

Institutional ownership data for BATS:AJAN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/13/2026. New 13F filings are added each quarter as they're published.
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