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AJAN Institutional Ownership

Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 2 Yr to January 2028
1W: +0.0% 1M: +0.1% YTD: -0.1%
$28.62
-0.00 (-0.01%)
 
Weekly Expected Move ±0.3%
$28 $29 $29 $29 $29
ETF CBOE · AUM $43.0M

Institutional Ownership — AJAN

48
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
22M
Total Invested
7
New Positions
8
Increased
17
Reduced
5
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (51 total)

# Holder Shares Value Change Change % Holding Period Filing
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP 117,605 3M +68,324 +138.6% 10Q SEC ↗
2 COMMONWEALTH EQUITY SERVICES, LLC 68,216 2M -9,374 -12.1% 10Q SEC ↗
3 OSAIC HOLDINGS, INC. 56,485 2M -1,316 -2.3% 10Q SEC ↗
4 MML INVESTORS SERVICES, LLC 39,991 1M +206 +0.5% 10Q SEC ↗
5 KFG WEALTH MANAGEMENT, LLC 35,129 1M — +0.0% 10Q SEC ↗
6 RAYMOND JAMES FINANCIAL INC 27,878 798K -1,880 -6.3% 2Q SEC ↗
7 Cambridge Investment Research Advisors 25,459 729K +112 +0.4% 10Q SEC ↗
8 Focus Partners Wealth 24,137 691K — +0.0% 9Q SEC ↗
9 Mutual Advisors, LLC 23,577 675K -1,026 -4.2% 4Q SEC ↗
10 HighTower Advisors, LLC 23,070 660K -460 -2.0% 10Q SEC ↗
11 CAPTRUST FINANCIAL ADVISORS 22,777 652K +2,218 +10.8% 10Q SEC ↗
12 Bernard Wealth Management Corp. 22,509 644K -510 -2.2% 7Q SEC ↗
13 Cetera Investment Advisers 21,125 605K -849 -3.9% 10Q SEC ↗
14 Kestra Advisory Services, LLC 21,046 602K -400 -1.9% 10Q SEC ↗
15 Creative Planning 20,576 589K — +0.0% 2Q SEC ↗
16 SageView Advisory Group, LLC 20,576 589K — +0.0% 9Q SEC ↗
17 CoreCap Advisors, LLC 20,083 575K — +0.0% 10Q SEC ↗
18 Balance Wealth Partners LLC 18,665 534K -530 -2.8% 6Q SEC ↗
19 ENVESTNET ASSET MANAGEMENT INC 17,496 501K +1,255 +7.7% 10Q SEC ↗
20 MILESTONE ASSET MANAGEMENT, LLC 15,312 438K — +0.0% 10Q SEC ↗
21 OLD MISSION CAPITAL LLC NEW 13,290 380K — +0.0% 1Q SEC ↗
22 LPL Financial LLC 13,173 377K — +0.0% 4Q SEC ↗
23 Integrity Advisory Solutions, LLC NEW 12,431 356K — +0.0% 1Q SEC ↗
24 Tradition Wealth Management, LLC 11,903 341K — +0.0% 2Q SEC ↗
25 Fragasso Financial Advisors Inc 10,683 306K — +0.0% 2Q SEC ↗
26 Merit Financial Group, LLC 10,268 294K — +0.0% 2Q SEC ↗
27 WEALTH ENHANCEMENT ADVISORY SERVICES, NEW 9,490 272K — +0.0% 1Q SEC ↗
28 Kingsview Wealth Management, LLC 8,783 251K -700 -7.4% 10Q SEC ↗
29 Bullock Wealth Management Group 8,492 243K — +0.0% 3Q SEC ↗
30 Three Seasons Wealth, LLC 8,113 232K — +0.0% 10Q SEC ↗
31 EP Wealth Advisors, LLC NEW 6,222 178K — +0.0% 1Q SEC ↗
32 AE Wealth Management LLC 5,931 170K +953 +19.1% 7Q SEC ↗
33 HARBOUR INVESTMENTS, INC. 5,691 163K +596 +11.7% 10Q SEC ↗
34 GILL CAPITAL PARTNERS, LLC 3,570 102K — +0.0% 2Q SEC ↗
35 Farther Finance Advisors, LLC 3,561 102K -1,252 -26.0% 7Q SEC ↗
36 Sunbelt Securities, Inc. 2,609 75K — +0.0% 9Q SEC ↗
37 Keating Financial Advisory Services, I 1,581 45K — +0.0% 3Q SEC ↗
38 Benson Wealth Management INC 1,579 45K — +0.0% 3Q SEC ↗
39 BARCLAYS PLC NEW 1,382 40K — +0.0% 1Q SEC ↗
40 JPMORGAN CHASE & CO 1,372 39K +728 +113.0% 4Q SEC ↗
41 Ashton Thomas Private Wealth, LLC 1,154 33K -184 -13.8% 2Q SEC ↗
42 IFP Advisors, Inc 700 20K — +0.0% 8Q SEC ↗
43 BLUE BELL PRIVATE WEALTH MANAGEMENT, L NEW 208 6K — +0.0% 1Q SEC ↗
44 UBS Group AG NEW 83 2K — +0.0% 1Q SEC ↗
45 JANE STREET GROUP, LLC 0 0K -16,666 -100.0% 1Q SEC ↗
46 LAKE STREET PRIVATE WEALTH, LLC 0 0K -54,980 -100.0% 7Q SEC ↗
47 BIP Wealth, LLC 0 0K -46,479 -100.0% 1Q SEC ↗
48 Brookstone Capital Management 0 0K -15,009 -100.0% 9Q SEC ↗
49 Sound Income Strategies, LLC 0 0K -1,135 -100.0% 1Q SEC ↗
50 BridgePort Financial Solutions, LLC 0 0K -11,309 -100.0% 3Q SEC ↗

Recent Activity

Biggest Increases (8)
HolderAddedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL +68,324 +138.6% 117,605
CAPTRUST FINANCIAL ADVISORS +2,218 +10.8% 22,777
ENVESTNET ASSET MANAGEMENT INC +1,255 +7.7% 17,496
AE Wealth Management LLC +953 +19.1% 5,931
JPMORGAN CHASE & CO +728 +113.0% 1,372
HARBOUR INVESTMENTS, INC. +596 +11.7% 5,691
MML INVESTORS SERVICES, LLC +206 +0.5% 39,991
Cambridge Investment Research Advis +112 +0.4% 25,459
Biggest Decreases (12)
HolderReducedChange %Total Shares
COMMONWEALTH EQUITY SERVICES, LLC -9,374 -12.1% 68,216
RAYMOND JAMES FINANCIAL INC -1,880 -6.3% 27,878
OSAIC HOLDINGS, INC. -1,316 -2.3% 56,485
Farther Finance Advisors, LLC -1,252 -26.0% 3,561
Mutual Advisors, LLC -1,026 -4.2% 23,577
Cetera Investment Advisers -849 -3.9% 21,125
Kingsview Wealth Management, LLC -700 -7.4% 8,783
Balance Wealth Partners LLC -530 -2.8% 18,665
Bernard Wealth Management Corp. -510 -2.2% 22,509
HighTower Advisors, LLC -460 -2.0% 23,070
Kestra Advisory Services, LLC -400 -1.9% 21,046
Ashton Thomas Private Wealth, LLC -184 -13.8% 1,154

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms