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

$27.97 +0.06 (+0.21%)
As of 07/11/2025 03:00 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)
34
Total
Institutional Inflows
(last 12 months)
$24.93M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$1.27M
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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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/27/2025Goldman 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%
4/16/2025 Wealth 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%
3/17/2025 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%
2/14/2025 Three 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%
1/16/2025 Harbor 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%
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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%
10/24/2024 Wealth Enhancement Advisory Services LLC29,024$782K0.0%N/A0.000%
10/22/2024Syntegra Private Wealth Group LLC17,146$462K0.1%N/A0.000%
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%
10/8/2024 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, 40 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. ($3.22M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($2.21M), Commonwealth Equity Services LLC ($1.65M), Kestra Advisory Services LLC ($1.53M), and Noble Wealth Management PBC ($1.32M).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 34 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), 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 OLD Mission Capital LLC ($28.40K).

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

Institutional investors have bought a total of 926,231 shares in the last 24 months. This purchase volume represents approximately $24.93M in transactions.

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

Of the 14 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: Legacy Wealth Managment LLC ID ($9.18K), HighTower Advisors LLC ($8.28K), Brookstone Capital Management ($8.16K), Trek Financial LLC ($5.21K), Maia Wealth LLC ($3.17K), Foundations Investment Advisors LLC ($2.38K), and Noble Wealth Management PBC ($2.30K).

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

Institutional investors have sold a total of 47,147 shares in the last 24 months. This volume of shares sold represents approximately $1.27M in transactions.


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This page (BATS:AJUL) was last updated on 7/13/2025 by MarketBeat.com Staff
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