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Innovator Equity Defined Protection ETF - 2 Yr To January 2026 (AJAN) Institutional Ownership

$27.15 -0.04 (-0.15%)
As of 08/1/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Innovator Equity Defined Protection ETF - 2 Yr To January 2026 (NYSEARCA:AJAN)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$13.14M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$3.07M
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AJAN Institutional Buying and Selling by Quarter

Innovator Equity Defined Protection ETF - 2 Yr To January 2026 Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/30/2025 Strategic Blueprint LLC141,298$3.82M0.2%+22.7%8.168%
7/28/2025 Harbour Investments Inc.17,702$478K0.0%-33.9%1.023%
7/24/2025 Bernard Wealth Management Corp.24,044$649K0.3%-8.5%1.390%
7/24/2025 IFP Advisors Inc1,090$29K0.0%+55.7%0.063%
7/10/2025 Oliver Lagore Vanvalin Investment Group29,713$782K0.3%N/A1.718%
6/27/2025Goldman Sachs Group Inc.10,748$283K0.0%N/A0.572%
5/20/2025Focus Partners Wealth26,980$710K0.0%-10.0%1.435%
5/16/2025Goldman Sachs Group Inc.10,748$283K0.0%N/A0.572%
5/8/2025 Harbour Investments Inc.26,761$704K0.0%-5.3%1.423%
5/6/2025Cetera Investment Advisers30,193$794K0.0%-3.3%1.606%
5/2/2025Kingsview Wealth Management LLC11,480$302K0.0%-24.6%0.589%
4/29/2025 Envestnet Asset Management Inc.17,604$463K0.0%-12.5%0.903%
4/29/2025 Strategic Blueprint LLC115,200$3.03M0.2%-4.8%5.908%
4/23/2025Balance Wealth LLC26,274$691K0.4%N/A1.347%
4/16/2025 Bernard Wealth Management Corp.26,264$691K0.3%-4.7%1.347%
4/14/2025 Farther Finance Advisors LLC4,056$107K0.0%-9.8%0.208%
4/11/2025 KFG Wealth Management LLC38,573$1.02M0.2%-1.1%1.978%
4/10/2025Lake Street Private Wealth LLC74,610$1.96M0.3%-3.2%3.866%
2/27/2025 Bernard Wealth Management Corp.27,553$723K0.3%N/A1.357%
2/25/2025 Armis Advisers LLC67,062$1.76M0.2%N/A3.304%
2/17/2025CoreCap Advisors LLC20,697$543K0.0%-2.8%1.020%
2/17/2025Cetera Investment Advisers31,215$819K0.0%-14.5%1.538%
2/14/2025Jane Street Group LLC10,876$285K0.0%-49.2%0.347%
2/14/2025 Three Seasons Wealth LLC8,113$213K0.1%N/A0.259%
2/13/2025Barclays PLC5,620$147K0.0%N/A0.180%
2/13/2025Raymond James Financial Inc.55,187$1.45M0.0%N/A1.763%
2/13/2025 Envestnet Asset Management Inc.20,110$528K0.0%-31.3%0.642%
2/10/2025 Harbour Investments Inc.28,251$741K0.0%-6.9%0.903%
2/10/2025Commonwealth Equity Services LLC129,038$3.39M0.0%-4.6%4.123%
2/10/2025 Farther Finance Advisors LLC4,496$118K0.0%N/A0.144%
2/6/2025Raymond James Financial Inc.55,187$1.45M0.0%N/A1.763%
1/30/2025Principal Securities Inc.2,134$56K0.0%-53.8%0.068%
1/28/2025Kingsview Wealth Management LLC15,231$400K0.0%-43.7%0.487%
1/23/2025 Strategic Blueprint LLC121,007$3.18M0.2%-1.1%3.866%
1/21/2025 RFG Advisory LLC15,401$404K0.0%-22.3%0.492%
1/15/2025 Gill Capital Partners LLC34,272$899K0.3%N/A1.095%
1/15/2025Lake Street Private Wealth LLC77,110$2.02M0.3%-3.7%2.464%
1/13/2025 Brookstone Capital Management20,074$527K0.0%-20.4%0.641%
11/18/2024Sunbelt Securities Inc.4,609$120K0.0%+130.5%0.147%
11/15/2024Executive Wealth Management LLC28,220$736K0.1%-13.0%0.902%
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11/15/2024Jane Street Group LLC21,406$558K0.0%N/A0.684%
11/12/2024Kingsview Wealth Management LLC27,047$706K0.0%-8.2%0.864%
11/1/2024Executive Wealth Management LLC28,220$736K0.1%-13.0%0.902%
11/1/2024Aspire Wealth Management Corp6,196$162K0.1%N/A0.198%
10/25/2024 Strategic Blueprint LLC122,368$3.19M0.2%+138.9%3.910%
10/22/2024Lake Street Private Wealth LLC80,110$2.09M0.3%-2.0%2.559%
10/8/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors7,843$205K0.0%N/A0.251%
10/8/2024 Brookstone Capital Management25,220$658K0.0%+5.9%0.806%
9/23/2024Centaurus Financial Inc.45,355$1.15M0.1%-14.4%1.449%
8/15/2024 Oliver Lagore Vanvalin Investment Group17,383$439K0.1%+37.9%0.555%
8/8/2024CoreCap Advisors LLC21,656$547K0.1%N/A0.692%
8/8/2024Executive Wealth Management LLC32,429$820K0.2%-3.4%1.036%
8/7/2024Vantage Financial Partners LLC18,146$459K0.1%+11.8%0.580%
7/31/2024Commonwealth Equity Services LLC135,294$3.42M0.0%-2.2%4.322%
7/27/2024 Strategic Blueprint LLC51,211$1.30M0.1%N/A1.636%
7/26/2024 Harbour Investments Inc.30,602$774K0.0%+30.3%0.978%
7/19/2024 KFG Wealth Management LLC41,698$1.05M0.4%+2.1%1.332%
7/18/2024 Triad Wealth Partners LLC3,796$96K0.1%N/A0.121%
7/16/2024 Sequoia Financial Advisors LLC7,960$201K0.0%N/A0.254%
7/15/2024 RFG Advisory LLC268,418$6.79M0.2%N/A8.576%
5/24/2024Cetera Advisors LLC27,971$696K0.0%N/A0.894%
5/14/2024InterOcean Capital Group LLC29,990$747K0.0%N/A0.958%
5/9/2024Kingsview Wealth Management LLC64,439$1.61M0.0%N/A2.059%
5/3/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors32,283$804K0.1%N/A1.031%
5/2/2024Vantage Financial Partners LLC16,238$404K0.1%N/A0.519%
4/29/2024Commonwealth Equity Services LLC138,384$3.45M0.0%N/A4.421%
4/23/2024Milestone Asset Management LLC10,490$261K0.1%N/A0.000%
4/19/2024 KFG Wealth Management LLC40,858$1.02M0.4%N/A0.000%
4/17/2024 Atticus Wealth Management LLC2,034$51K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

AJAN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AJAN shares?

During the previous two years, 37 institutional investors and hedge funds held shares of Innovator Equity Defined Protection ETF - 2 Yr To January 2026. The most heavily invested institutionals were Strategic Blueprint LLC ($3.82M), Commonwealth Equity Services LLC ($3.39M), Lake Street Private Wealth LLC ($1.96M), Armis Advisers LLC ($1.76M), Raymond James Financial Inc. ($1.45M), Centaurus Financial Inc. ($1.15M), and KFG Wealth Management LLC ($1.02M).Learn more on Innovator Equity Defined Protection ETF - 2 Yr To January 2026's institutional investors.

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

Of the 30 institutional investors that purchased Innovator Equity Defined Protection ETF - 2 Yr To January 2026's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: RFG Advisory LLC ($268.42K), Strategic Blueprint LLC ($148.47K), Commonwealth Equity Services LLC ($138.38K), Raymond James Financial Inc. ($110.37K), Armis Advisers LLC ($67.06K), Kingsview Wealth Management LLC ($64.44K), and KFG Wealth Management LLC ($41.70K).

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

Institutional investors have bought a total of 500,409 shares in the last 24 months. This purchase volume represents approximately $13.14M in transactions.

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

Of the 18 institutional investors that sold Innovator Equity Defined Protection ETF - 2 Yr To January 2026's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Kingsview Wealth Management LLC ($17.99K), Harbour Investments Inc. ($12.63K), Envestnet Asset Management Inc. ($11.69K), Jane Street Group LLC ($10.53K), Executive Wealth Management LLC ($9.57K), Centaurus Financial Inc. ($7.61K), and Strategic Blueprint LLC ($7.17K).

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

Institutional investors have sold a total of 116,901 shares in the last 24 months. This volume of shares sold represents approximately $3.07M in transactions.


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This page (NYSEARCA:AJAN) was last updated on 8/4/2025 by MarketBeat.com Staff
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