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

$30.23 -0.03 (-0.10%)
As of 11:29 AM 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)
9
Total
Institutional Inflows
(last 12 months)
$1.76M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$3.90M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/11/2026 Bullseye Investment Management LLC4,550$137K0.1%N/A0.186%
8/21/2026 KFG Wealth Management LLC10,471$315K0.0%-8.3%0.427%
8/21/2026 Continuum Advisory LLC5,156$155K0.0%N/A0.210%
6/23/2026 MTM Financial Group LLC22,662$657K0.3%-6.4%0.925%
5/13/2026 Cetera Investment Advisers7,180$208K0.0%N/A0.293%
4/30/2026 Kestra Advisory Services LLC56,286$1.63M0.0%-1.0%2.297%
4/17/2026 Brookstone Capital Management17,960$521K0.0%-24.9%0.733%
2/18/2026 OLD Mission Capital LLC38,701$1.13M0.0%+232.1%1.580%
2/12/2026 Commonwealth Equity Services LLC99,565$2.89M0.0%-1.3%4.064%
2/12/2026 Steward Partners Investment Advisory LLC1,150$33K0.0%+49.9%0.047%
2/11/2026 Tradition Wealth Management LLC8,307$241K0.0%-8.4%0.339%
2/6/2026 HighTower Advisors LLC215,922$6.28M0.0%-0.4%8.813%
1/15/2026 Brookstone Capital Management23,917$695K0.0%-20.6%0.976%
1/1/2026 JPMorgan Chase & Co.1,079$31K0.0%N/A0.044%
11/20/2025 Centaurus Financial Inc.4,150$119K0.0%N/A0.169%
11/17/2025 Bank of America Corp DE1,000$29K0.0%N/A0.041%
11/14/2025 Raymond James Financial Inc.124,766$3.57M0.0%-1.8%5.092%
11/14/2025 Maia Wealth LLC19,267$554K0.1%-12.7%0.786%
11/7/2025 JPMorgan Chase & Co.1,079$31K0.0%N/A0.044%
11/7/2025 HighTower Advisors LLC216,792$6.21M0.0%-3.7%8.849%
11/3/2025 Foundations Investment Advisors LLC15,334$439K0.0%-42.1%0.626%
11/3/2025 AE Wealth Management LLC27,631$791K0.0%-76.3%1.128%
11/3/2025 Belpointe Asset Management LLC13,842$396K0.0%-4.8%0.565%
10/31/2025 Trek Financial LLC17,121$490K0.0%-4.2%0.699%
10/30/2025 Cornerstone Wealth Group LLC8,960$256K0.0%N/A0.366%
10/21/2025 Applied Capital LLC8,693$249K0.1%-8.1%0.355%
10/15/2025CWM LLC3,146$90K0.0%-27.3%0.128%
10/15/2025 Brookstone Capital Management30,132$862K0.0%-3.1%1.230%
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%
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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%
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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%


AJUL Institutional Ownership - Frequently Asked Questions

During the previous two years, 52 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), Raymond James Financial Inc. ($3.57M), Commonwealth Equity Services LLC ($2.89M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($2.21M), Kestra Advisory Services LLC ($1.63M), and Noble Wealth Management PBC ($1.32M).Learn more on Innovator Equity Defined Protection ETF - 2 Yr to July 2026's institutional investors.

Of the 45 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), OLD Mission Capital LLC ($55.45K), Noble Wealth Management PBC ($51.68K), and Brookstone Capital Management ($49.63K).

Institutional investors have bought a total of 60,584 shares in the last 24 months. This purchase volume represents approximately $1.76M in transactions.

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: AE Wealth Management LLC ($89.04K), Brookstone Capital Management ($13.14K), Foundations Investment Advisors LLC ($11.17K), HighTower Advisors LLC ($9.11K), Maia Wealth LLC ($2.80K), Raymond James Financial Inc. ($2.24K), and MTM Financial Group LLC ($1.55K).

Institutional investors have sold a total of 136,104 shares in the last 24 months. This volume of shares sold represents approximately $3.90M in transactions.


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Institutional ownership data for BATS:AJUL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/11/2026. New 13F filings are added each quarter as they're published.
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