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

$26.98 +0.57 (+2.17%)
As of 05/2/2025 03:44 PM Eastern
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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)
32
Total
Institutional Inflows
(last 12 months)
$24.13M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$652.07K
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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
4/30/2025 Trek Financial LLC20,365$545K0.0%-20.4%0.805%
4/22/2025 Cambridge Investment Research Advisors Inc.11,984$320K0.0%-6.3%0.474%
4/22/2025 Applied Capital LLC11,042$295K0.1%-13.1%0.436%
4/16/2025 Wealth Enhancement Advisory Services LLC39,811$1.07M0.0%+22.6%1.709%
4/15/2025 Noble Wealth Management PBC49,382$1.32M0.9%-4.4%2.119%
3/17/2025 Wealth 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%
2/13/2025 Trek 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%
2/5/2025 Noble Wealth Management PBC51,678$1.40M1.0%N/A0.000%
1/30/2025 Principal Securities Inc.1,750$47K0.0%-50.0%0.000%
1/27/2025Syntegra Private Wealth Group LLC19,018$514K0.1%+10.9%0.000%
1/24/2025 Spire 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%
1/21/2025 KFG Wealth Management LLC11,417$308K0.1%N/A0.000%
1/16/2025 Harbor Investment Advisory LLC2,128$57K0.0%N/A0.000%
1/13/2025 Brookstone Capital Management41,469$1.12M0.0%-16.4%0.000%
12/12/2024 Brass Tax Wealth Management Inc.18,559$500K0.2%N/A0.000%
11/25/2024 World Investment Advisors LLC10,441$281K0.0%N/A0.000%
11/15/2024 Continuum 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%
11/1/2024 Able 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%
10/24/2024 Wealth Enhancement Advisory Services LLC29,024$782K0.0%N/A0.000%
10/22/2024Syntegra Private Wealth Group LLC17,146$462K0.1%N/A0.000%
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10/21/2024Foundations Investment Advisors LLC9,645$260K0.0%N/A0.000%
10/17/2024 RFG Advisory LLC141,851$3.82M0.1%N/A0.000%
10/9/2024 Cypress Wealth Services LLC15,145$408K0.1%N/A0.000%
10/8/2024 CWM 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%
10/8/2024 Brookstone Capital Management49,630$1.34M0.0%N/A0.000%
10/8/2024 Dynamic 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, 36 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 ($6.28M), RFG Advisory LLC ($3.82M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($2.21M), Commonwealth Equity Services LLC ($1.65M), Noble Wealth Management PBC ($1.32M), Brookstone Capital Management ($1.12M), and Wealth Enhancement Advisory Services LLC ($1.07M).Learn more on AJUL's institutional investors.

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

Of the 32 institutional investors that purchased Innovator Equity Defined Protection ETF - 2 Yr to July 2026 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), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($82.01K), Noble Wealth Management PBC ($51.68K), Brookstone Capital Management ($49.63K), Wealth Enhancement Advisory Services LLC ($39.81K), and Maia Wealth LLC ($26.50K).

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

Institutional investors have bought a total of 896,373 shares in the last 24 months. This purchase volume represents approximately $24.13M in transactions.

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

Of the 9 institutional investors that sold Innovator Equity Defined Protection ETF - 2 Yr to July 2026 stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($8.16K), Trek Financial LLC ($5.21K), Maia Wealth LLC ($2.68K), Noble Wealth Management PBC ($2.30K), Principal Securities Inc. ($1.75K), Applied Capital LLC ($1.67K), and Commonwealth Equity Services LLC ($1K).

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

Institutional investors have sold a total of 24,216 shares in the last 24 months. This volume of shares sold represents approximately $652.07K in transactions.



This page (BATS:AJUL) was last updated on 5/3/2025 by MarketBeat.com Staff
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