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Innovator Equity Defined Protection ETF - 6 Mo Jan/Jul (JAJL) Institutional Ownership

$29.94 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Innovator Equity Defined Protection ETF - 6 Mo Jan/Jul (BATS:JAJL)

Number of
Institutional Buyers
(last 12 months)
73
Total
Institutional Inflows
(last 12 months)
$50.36M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$61.93M
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Skip Chart & View Institutional Buying and Selling Data

JAJL Institutional Buying and Selling by Quarter

Innovator Equity Defined Protection ETF - 6 Mo Jan/Jul Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026NewEdge Advisors LLC26,100$759K0.0%-8.7%0.310%
5/19/2026Winnow Wealth LLC8,712$253K0.2%-13.0%0.103%
5/19/2026NewEdge Advisors LLC26,100$759K0.0%-8.7%0.310%
5/19/2026Cassady Wealth & Retirement Planning LLC16,447$487K0.2%+2.3%0.195%
5/15/2026Waverly Advisors LLC10,204$297K0.0%+7.4%0.121%
5/13/2026Cetera Investment Advisers39,607$1.15M0.0%+4.5%0.470%
5/6/2026Independent Financial Group LLC14,583$424K0.0%N/A0.173%
5/4/2026Archer Investment Corp8,830$257K0.1%+305.0%0.105%
5/4/2026Vantage Point Financial LLC9,178$267K0.1%-3.6%0.109%
4/30/2026Money Concepts Capital Corp13,762$400K0.0%-80.7%0.163%
4/27/2026World Investment Advisors39,800$1.16M0.0%+26.3%0.472%
4/27/2026Private Advisor Group LLC10,489$305K0.0%N/A0.124%
4/22/2026Keystone Financial Group Inc.8,609$250K0.1%-86.4%0.102%
4/21/2026KFG Wealth Management LLC25,358$737K0.1%+10.8%0.301%
4/18/2026Weaver Capital Management LLC71,151$2.07M0.4%+23.8%0.844%
4/17/2026Brookstone Capital Management72,950$2.12M0.0%-14.9%0.865%
4/16/2026Ballast Rock Private Wealth LLC8,626$251K0.1%N/A0.102%
4/16/2026Triad Wealth Partners LLC121,273$3.53M0.3%-1.7%1.439%
3/13/2026World Investment Advisors31,507$916K0.0%+28.5%0.374%
2/23/2026Sonoma Allocations LLC23,150$677K0.2%+5.4%0.275%
2/19/2026BFI Wealth Solutions LLC16,500$479K0.5%N/A0.196%
2/19/2026Axxcess Wealth Management LLC7,613$221K0.0%N/A0.090%
2/18/2026NewEdge Advisors LLC28,600$831K0.0%-35.9%0.339%
2/18/2026OLD Mission Capital LLC11,613$337K0.0%-38.3%0.138%
2/17/2026Cetera Investment Advisers37,889$1.10M0.0%-6.8%0.449%
2/17/2026Osaic Holdings Inc.371,698$10.80M0.0%-14.8%4.409%
2/16/2026MML Investors Services LLC17,321$503K0.0%+6.2%0.205%
2/16/2026Barclays PLC1,203$35K0.0%-75.3%0.014%
2/13/2026CreativeOne Wealth LLC7,609$221K0.0%N/A0.090%
2/13/2026Ausdal Financial Partners Inc.54,223$1.58M0.1%+0.7%0.643%
2/12/2026Jane Street Group LLC18,205$529K0.0%N/A0.216%
2/12/2026Orion Porfolio Solutions LLC94,610$2.75M0.0%-3.2%1.122%
2/12/2026Triumph Capital Management8,000$232K0.1%-6.8%0.095%
2/12/2026Commonwealth Equity Services LLC299,617$8.71M0.0%+0.3%3.554%
2/12/2026Steward Partners Investment Advisory LLC4,219$123K0.0%+454.4%0.050%
2/11/2026GWN Securities Inc.19,696$572K0.1%+6.3%0.234%
2/11/2026Winnow Wealth LLC10,019$301K0.2%-10.3%0.119%
2/11/2026LPL Financial LLC22,675$659K0.0%+19.4%0.269%
2/11/2026Wealthgarden F.S. LLC8,535$249K0.2%+20.9%0.101%
2/11/2026Lifestyle Asset Management Inc.20,097$584K0.2%-3.2%0.238%
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2/10/2026Florida Financial Advisors LLC6,988$203K0.1%N/A0.083%
2/10/2026Foundations Investment Advisors LLC7,272$211K0.0%N/A0.086%
2/9/2026Kingsview Wealth Management LLC1,592,645$46.28M0.7%+2.0%18.893%
2/9/2026Harbour Investments Inc.23,945$696K0.0%-5.6%0.284%
2/6/2026Axxcess Wealth Management LLC7,613$221K0.0%N/A0.090%
2/6/2026Global Retirement Partners LLC3,602$105K0.0%-38.1%0.043%
2/6/2026HighTower Advisors LLC250,425$7.28M0.0%-0.6%2.971%
2/5/2026Aegis Wealth Management Inc.9,703$282K0.2%N/A0.115%
2/5/2026Soltis Investment Advisors LLC28,414$826K0.1%-92.2%0.337%
2/4/2026World Investment Advisors31,507$916K0.0%+28.5%0.374%
2/4/2026Peak Wealth Management LLC84,054$2.44M2.0%N/A0.997%
2/3/2026Encompass More Asset Management46,298$1.35M0.2%+2.0%0.549%
2/3/2026AssuredPartners Investment Advisors LLC13,497$392K0.1%N/A0.160%
2/2/2026Mutual Advisors LLC14,261$414K0.0%+2.5%0.169%
2/2/2026Vantage Point Financial LLC9,517$277K0.1%N/A0.113%
1/29/2026Ashton Thomas Private Wealth LLC74,219$2.16M0.1%+11.2%0.880%
1/29/2026Concurrent Investment Advisors LLC9,572$278K0.0%N/A0.114%
1/26/2026Merit Financial Group LLC20,817$605K0.0%+5.7%0.247%
1/26/2026AE Wealth Management LLC269,284$7.83M0.0%-4.0%3.194%
1/26/2026CWM LLC223,568$6.50M0.0%+29.6%2.652%
1/23/2026Farther Finance Advisors LLC44,712$1.30M0.0%+27.8%0.530%
1/23/2026Optima Capital LLC3,437$100K0.0%N/A0.041%
1/23/2026Pinnacle Wealth Management Group Inc.10,350$301K0.2%-4.6%0.123%
1/23/2026Blue Sky Capital Consultants Group Inc.22,965$667K0.3%-1.7%0.272%
1/23/2026Kelly Financial Group LLC6,885$200K0.0%N/A0.082%
1/22/2026Triad Wealth Partners LLC123,388$3.59M0.3%+144.2%1.464%
1/22/2026Weaver Capital Management LLC57,477$1.67M0.4%+48.3%0.682%
1/21/2026KFG Wealth Management LLC22,888$665K0.1%+3.8%0.272%
1/20/2026C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors22,611$657K0.0%-40.1%0.268%
1/16/2026BridgePort Financial Solutions LLC20,506$596K0.2%N/A0.243%
1/16/2026Keystone Financial Group Inc.63,317$1.84M1.0%-5.2%0.751%
1/15/2026Brookstone Capital Management85,723$2.49M0.0%-9.7%1.017%
1/14/2026Accurate Wealth Management LLC12,821$374K0.0%-9.9%0.152%
1/13/2026CoreCap Advisors LLC4,679$136K0.0%+22.6%0.056%
1/8/2026Wealth Enhancement Advisory Services LLC7,761$226K0.0%-8.7%0.092%
11/20/2025Centaurus Financial Inc.70,074$2.01M0.1%+6.5%0.831%
11/19/2025Sunbelt Securities Inc.1,685$48K0.0%-36.4%0.020%
11/18/2025Advisory Services Network LLC3,744$107K0.0%N/A0.044%
11/17/2025NewEdge Advisors LLC44,600$1.28M0.0%-10.1%0.529%
11/17/2025Susquehanna International Group LLP30,120$863K0.0%+31.9%0.357%
11/17/2025Sykon Capital LLC15,605$447K0.1%+5.8%0.185%
11/17/2025Ausdal Financial Partners Inc.53,854$1.54M0.1%+33.3%0.639%
11/17/2025Bank of America Corp DE1,000$29K0.0%N/A0.012%
11/14/2025Raymond James Financial Inc.24,666$707K0.0%+2.2%0.293%
11/12/2025Orion Porfolio Solutions LLC97,722$2.80M0.0%+14.3%1.159%
11/12/2025Kingsview Wealth Management LLC1,560,730$44.72M0.7%-0.8%18.514%
11/7/2025Syon Capital LLC16,111$462K0.0%N/A0.191%
11/7/2025HighTower Advisors LLC251,822$7.22M0.0%-2.9%2.987%
11/6/2025Ameritas Advisory Services LLC25,000$716K0.0%N/A0.297%
11/5/2025Vantage Financial Partners LLC28,011$803K0.2%+5.3%0.332%
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11/5/2025HORAN Wealth LLC8,000$229K0.0%N/A0.095%
11/5/2025Envestnet Asset Management Inc.62,200$1.78M0.0%+47.1%0.738%
11/4/2025Ashton Thomas Private Wealth LLC66,760$1.91M0.0%+222.3%0.792%
11/4/2025Money Concepts Capital Corp71,433$2.05M0.1%+5.6%0.847%
11/4/2025Mutual Advisors LLC13,908$400K0.0%N/A0.165%
11/4/2025Winnow Wealth LLC11,175$324K0.3%N/A0.133%
11/3/2025AE Wealth Management LLC280,649$8.04M0.1%-4.4%3.329%
11/3/2025Archer Investment Corp2,180$62K0.0%+84.7%0.026%
10/30/2025Woodard & Co. Asset Management Group Inc. ADV1,655$47K0.0%-80.2%0.020%
10/30/2025Triad Wealth Partners LLC50,518$1.45M0.2%+86.8%0.599%


JAJL Institutional Ownership - Frequently Asked Questions

During the previous two years, 114 institutional investors and hedge funds held shares of Innovator Equity Defined Protection ETF - 6 Mo Jan/Jul. The most heavily invested institutionals were Kingsview Wealth Management LLC ($46.28M), Osaic Holdings Inc. ($10.80M), Commonwealth Equity Services LLC ($8.71M), AE Wealth Management LLC ($7.83M), HighTower Advisors LLC ($7.28M), CWM LLC ($6.50M), and Rothschild Investment LLC ($6.23M).Learn more on Innovator Equity Defined Protection ETF - 6 Mo Jan/Jul's institutional investors.

Of the 108 institutional investors that purchased Innovator Equity Defined Protection ETF - 6 Mo Jan/Jul's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingsview Wealth Management LLC ($1.61M), Raymond James Financial Inc. ($1.04M), Soltis Investment Advisors LLC ($687.40K), Osaic Holdings Inc. ($306.73K), HighTower Advisors LLC ($259.75K), CWM LLC ($223.57K), and Keystone Financial Group Inc. ($131.60K).

Institutional investors have bought a total of 1,764,201 shares in the last 24 months. This purchase volume represents approximately $50.36M in transactions.

Of the 41 institutional investors that sold Innovator Equity Defined Protection ETF - 6 Mo Jan/Jul's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Inc. ($1.02M), Soltis Investment Advisors LLC ($465.25K), Commonwealth Equity Services LLC ($133.90K), Keystone Financial Group Inc. ($122.99K), Rothschild Investment LLC ($72.05K), Osaic Holdings Inc. ($64.51K), and Money Concepts Capital Corp ($57.65K).

Institutional investors have sold a total of 2,175,008 shares in the last 24 months. This volume of shares sold represents approximately $61.93M in transactions.


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This page (BATS:JAJL) was last updated on 7/5/2026 by MarketBeat.com Staff.
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