Free Trial

Innovator Equity Defined Protection ETF - 2 Yr to July 2026 (AJUL) Institutional Ownership

$28.51 +0.60 (+2.15%)
As of 09/12/2025 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Innovator Equity Defined Protection ETF - 2 Yr to July 2026 (BATS:AJUL)

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$29.34M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$1.90M
Get AJUL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator Equity Defined Protection ETF - 2 Yr to July 2026 stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

AJUL Institutional Buying and Selling by Quarter

Innovator Equity Defined Protection ETF - 2 Yr to July 2026 Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.6,050$169K0.0%+31.8%0.247%
8/14/2025 Raymond James Financial Inc.127,010$3.55M0.0%+5.5%5.184%
8/13/2025 Trek Financial LLC17,865$499K0.0%-12.3%0.729%
8/13/2025 Maia Wealth LLC22,068$616K0.1%-5.4%0.901%
8/8/2025 Foundations Investment Advisors LLC26,505$740K0.0%+108.9%1.082%
8/6/2025 AE Wealth Management LLC116,670$3.26M0.0%+3,011.2%4.762%
8/1/2025 FSA Advisors Inc.7,726$216K0.2%N/A0.315%
7/30/2025 Brookstone Capital Management31,097$868K0.0%-27.1%1.269%
7/28/2025 Harbour Investments Inc.1,238$35K0.0%+1,428.4%0.051%
7/28/2025 Cypress Wealth Services LLC11,357$317K0.1%-25.0%0.464%
7/22/2025 Comprehensive Financial Consultants Institutional Inc.7,374$206K0.1%-21.4%0.301%
7/22/2025 Belpointe Asset Management LLC14,541$406K0.0%N/A0.594%
7/17/2025 Applied Capital LLC9,464$264K0.1%-14.3%0.386%
6/27/2025 Goldman Sachs Group Inc.24,269$649K0.0%+46.3%0.991%
5/16/2025Goldman Sachs Group Inc.24,269$649K0.0%+46.3%0.952%
5/16/2025Legacy Wealth Managment LLC ID2,897$77K0.1%-76.0%0.114%
5/15/2025OLD Mission Capital LLC28,404$760K0.0%+18.9%1.114%
5/14/2025Kestra Advisory Services LLC57,180$1.53M0.0%-1.3%2.242%
5/14/2025Tradition Wealth Management LLC12,400$332K0.0%-13.1%0.486%
5/13/2025Raymond James Financial Inc.120,411$3.22M0.0%+7.7%4.722%
5/13/2025HighTower Advisors LLC225,035$6.02M0.0%-3.5%8.825%
5/12/2025Maia Wealth LLC23,329$619K0.1%-2.1%0.915%
5/9/2025Syntegra Private Wealth Group LLC20,353$544K0.1%+7.0%0.804%
5/7/2025Foundations Investment Advisors LLC12,688$339K0.0%-15.8%0.502%
4/30/2025Trek Financial LLC20,365$545K0.0%-20.4%0.805%
4/22/2025Cambridge Investment Research Advisors Inc.11,984$320K0.0%-6.3%0.474%
4/22/2025Applied Capital LLC11,042$295K0.1%-13.1%0.436%
4/16/2025Wealth Enhancement Advisory Services LLC39,811$1.07M0.0%+22.6%1.709%
4/15/2025Noble Wealth Management PBC49,382$1.32M0.9%-4.4%2.119%
3/17/2025Wealth Enhancement Advisory Services LLC32,474$877K0.0%+11.9%1.364%
2/25/2025Heck Capital Advisors LLC9,670$261K0.0%N/A0.406%
2/17/2025CoreCap Advisors LLC4,927$133K0.0%N/A0.000%
2/17/2025Citadel Advisors LLC7,760$210K0.0%N/A0.000%
2/14/2025Jane Street Group LLC23,423$633K0.0%+56.3%0.000%
2/14/2025Three Seasons Wealth LLC10,520$284K0.1%N/A0.000%
2/13/2025Stenger Family Office LLC14,845$401K0.1%N/A0.000%
2/13/2025Barclays PLC4,535$122K0.0%N/A0.000%
2/13/2025Trek Financial LLC25,577$691K0.1%+1.8%0.000%
2/12/2025OLD Mission Capital LLC23,887$645K0.0%N/A0.000%
2/12/2025Bullseye Investment Management LLC12,590$340K0.2%+54.0%0.000%
2/10/2025Commonwealth Equity Services LLC61,162$1.65M0.0%-1.6%0.000%
2/5/2025Maia Wealth LLC23,822$647K0.1%-10.1%0.000%
2/5/2025Noble Wealth Management PBC51,678$1.40M1.0%N/A0.000%
1/30/2025Principal Securities Inc.1,750$47K0.0%-50.0%0.000%
1/27/2025Syntegra Private Wealth Group LLC19,018$514K0.1%+10.9%0.000%
1/24/2025Spire Wealth Management962$26K0.0%N/A0.000%
1/24/2025Comprehensive Financial Consultants Institutional Inc.9,386$254K0.1%-6.5%0.000%
1/23/2025Heck Capital Advisors LLC9,670$261K0.0%N/A0.000%
1/22/2025Foundations Investment Advisors LLC15,065$407K0.0%+56.2%0.000%
1/21/2025KFG Wealth Management LLC11,417$308K0.1%N/A0.000%
1/16/2025Harbor Investment Advisory LLC2,128$57K0.0%N/A0.000%
1/13/2025Brookstone Capital Management41,469$1.12M0.0%-16.4%0.000%
12/12/2024Brass Tax Wealth Management Inc.18,559$500K0.2%N/A0.000%
11/25/2024World Investment Advisors LLC10,441$281K0.0%N/A0.000%
11/15/2024Continuum Advisory LLC5,156$139K0.0%N/A0.000%
11/15/2024Legacy Investment Solutions LLC12,073$326K0.2%N/A0.000%
11/15/2024Jane Street Group LLC14,988$404K0.0%N/A0.000%
11/15/2024HighTower Advisors LLC233,316$6.28M0.0%N/A0.000%
11/14/2024Tradition Wealth Management LLC14,262$384K0.0%N/A0.000%
11/1/2024Able Wealth Management LLC7,776$209K0.2%N/A0.000%
11/1/2024Comprehensive Financial Consultants Institutional Inc.10,038$270K0.1%N/A0.000%
10/30/2024Maia Wealth LLC26,499$711K0.2%N/A0.000%
10/24/2024Wealth Enhancement Advisory Services LLC29,024$782K0.0%N/A0.000%
10/22/2024Syntegra Private Wealth Group LLC17,146$462K0.1%N/A0.000%
10/21/2024Foundations Investment Advisors LLC9,645$260K0.0%N/A0.000%
10/17/2024RFG Advisory LLC141,851$3.82M0.1%N/A0.000%
10/9/2024Cypress Wealth Services LLC15,145$408K0.1%N/A0.000%
10/8/2024CWM LLC4,550$123K0.0%N/A0.000%
10/8/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors82,014$2.21M0.2%N/A0.000%
10/8/2024Brookstone Capital Management49,630$1.34M0.0%N/A0.000%
10/8/2024Dynamic Advisor Solutions LLC10,885$293K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

AJUL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AJUL shares?

During the previous two years, 45 institutional investors and hedge funds held shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2026. The most heavily invested institutionals were HighTower Advisors LLC ($6.02M), RFG Advisory LLC ($3.82M), Raymond James Financial Inc. ($3.55M), AE Wealth Management LLC ($3.26M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($2.21M), Commonwealth Equity Services LLC ($1.65M), and Kestra Advisory Services LLC ($1.53M).Learn more on Innovator Equity Defined Protection ETF - 2 Yr to July 2026's institutional investors.

Which institutional investors have been buying Innovator Equity Defined Protection ETF - 2 Yr to July 2026's stock?

Of the 39 institutional investors that purchased Innovator Equity Defined Protection ETF - 2 Yr to July 2026's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: HighTower Advisors LLC ($233.32K), RFG Advisory LLC ($141.85K), AE Wealth Management LLC ($112.92K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($82.01K), Noble Wealth Management PBC ($51.68K), Brookstone Capital Management ($49.63K), and Wealth Enhancement Advisory Services LLC ($39.81K).

How much institutional buying is happening at Innovator Equity Defined Protection ETF - 2 Yr to July 2026?

Institutional investors have bought a total of 1,084,451 shares in the last 24 months. This purchase volume represents approximately $29.34M in transactions.

Which of Innovator Equity Defined Protection ETF - 2 Yr to July 2026's major shareholders have been selling company stock?

Of the 15 institutional investors that sold Innovator Equity Defined Protection ETF - 2 Yr to July 2026's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($19.73K), Legacy Wealth Managment LLC ID ($9.18K), HighTower Advisors LLC ($8.28K), Trek Financial LLC ($7.71K), Maia Wealth LLC ($4.43K), Cypress Wealth Services LLC ($3.79K), and Applied Capital LLC ($3.25K).

How much institutional selling is happening at Innovator Equity Defined Protection ETF - 2 Yr to July 2026?

Institutional investors have sold a total of 69,856 shares in the last 24 months. This volume of shares sold represents approximately $1.90M in transactions.



This page (BATS:AJUL) was last updated on 9/13/2025 by MarketBeat.com Staff
From Our Partners