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AJUL Institutional Ownership

Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 2 Yr to July 2028
1W: +0.0% 1M: +0.1% YTD: -0.3%
$30.30
+0.02 (+0.05%)
 
Weekly Expected Move ±0.5%
$30 $30 $30 $30 $31
ETF CBOE · AUM $94.7M

Institutional Ownership — AJUL

49
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
26M
Total Invested
7
New Positions
1
Increased
21
Reduced
4
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (53 total)

# Holder Shares Value Change Change % Holding Period Filing
1 HighTower Advisors, LLC 166,342 $5M -49,066 -22.8% 8Q SEC ↗
2 RAYMOND JAMES FINANCIAL INC 109,664 $3M -7,523 -6.4% 7Q SEC ↗
3 COMMONWEALTH EQUITY SERVICES, LLC 91,215 $3M -6,121 -6.3% 8Q SEC ↗
4 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 57,995 $2M — +0.0% 1Q SEC ↗
5 Kestra Advisory Services, LLC 44,125 $1M -12,161 -21.6% 8Q SEC ↗
6 WEALTH ENHANCEMENT ADVISORY SERVICES, 30,574 $926K — +0.0% 8Q SEC ↗
7 FORT WASHINGTON INVESTMENT ADVISORS IN 29,500 $894K — +0.0% 8Q SEC ↗
8 Chicago Partners Investment Group LLC NEW 22,725 $688K — +0.0% 1Q SEC ↗
9 MTM FINANCIAL GROUP, LLC 22,405 $679K -257 -1.1% 8Q SEC ↗
10 Syntegra Private Wealth Group, LLC 20,353 $617K — +0.0% 8Q SEC ↗
11 Waverly Advisors, LLC 20,349 $616K — +0.0% 3Q SEC ↗
12 Maia Wealth LLC 18,871 $572K -349 -1.8% 8Q SEC ↗
13 OLD MISSION CAPITAL LLC 16,712 $506K -11,949 -41.7% 4Q SEC ↗
14 Brookstone Capital Management 14,405 $436K -3,555 -19.8% 8Q SEC ↗
15 Foundations Investment Advisors, LLC 14,158 $429K -603 -4.1% 8Q SEC ↗
16 JPMORGAN CHASE & CO NEW 13,520 $410K — +0.0% 1Q SEC ↗
17 Trek Financial, LLC 13,052 $395K -3,200 -19.7% 8Q SEC ↗
18 Cambridge Investment Research Advisors 12,811 $388K -252 -1.9% 8Q SEC ↗
19 Cypress Wealth Services, LLC 11,357 $344K — +0.0% 8Q SEC ↗
20 Three Seasons Wealth, LLC 10,520 $319K — +0.0% 8Q SEC ↗
21 KFG WEALTH MANAGEMENT, LLC 10,471 $317K -946 -8.3% 7Q SEC ↗
22 World Investment Advisors 10,299 $312K — +0.0% 8Q SEC ↗
23 Cornerstone Wealth Group, LLC 8,960 $271K — +0.0% 4Q SEC ↗
24 Tradition Wealth Management, LLC 8,307 $252K — +0.0% 8Q SEC ↗
25 Vestmark Advisory Solutions, Inc. NEW 7,776 $236K — +0.0% 1Q SEC ↗
26 Able Wealth Management LLC 7,776 $236K — +0.0% 8Q SEC ↗
27 Comprehensive Financial Consultants In 6,997 $212K — +0.0% 8Q SEC ↗
28 Bay Capital Advisors, LLC NEW 6,805 $206K — +0.0% 1Q SEC ↗
29 INTEGRITY ALLIANCE, LLC. NEW 6,770 $205K — +0.0% 1Q SEC ↗
30 Belpointe Asset Management LLC 6,731 $204K -8,242 -55.0% 5Q SEC ↗
31 BARCLAYS PLC 5,905 $179K -426 -6.7% 7Q SEC ↗
32 Continuum Advisory, LLC NEW 5,156 $156K — +0.0% 1Q SEC ↗
33 CoreCap Advisors, LLC 4,927 $149K — +0.0% 7Q SEC ↗
34 Bullseye Investment Management, LLC 4,550 $138K — +0.0% 1Q SEC ↗
35 CENTAURUS FINANCIAL, INC. 3,713 $112K -151 -3.9% 4Q SEC ↗
36 OSAIC HOLDINGS, INC. 3,390 $103K +1,140 +50.7% 7Q SEC ↗
37 CWM, LLC 3,143 $95K -3 -0.1% 7Q SEC ↗
38 AE Wealth Management LLC 2,614 $79K -24,406 -90.3% 7Q SEC ↗
39 HARBOR INVESTMENT ADVISORY, LLC 2,128 $64K — +0.0% 7Q SEC ↗
40 HARBOUR INVESTMENTS, INC. 1,238 $38K — +0.0% 8Q SEC ↗
41 Steward Partners Investment Advisory, 1,150 $35K — +0.0% 8Q SEC ↗
42 Keating Financial Advisory Services, I 1,000 $30K — +0.0% 3Q SEC ↗
43 Spire Wealth Management 962 $29K — +0.0% 7Q SEC ↗
44 IFP Advisors, Inc 700 $21K -5 -0.7% 5Q SEC ↗
45 Noble Wealth Management PBC 480 $15K — +0.0% 4Q SEC ↗
46 Sunbelt Securities, Inc. 180 $5K — +0.0% 3Q SEC ↗
47 MORGAN STANLEY 163 $5K — +0.0% 4Q SEC ↗
48 SageView Advisory Group, LLC 0 $0K -1,926 -100.0% 1Q SEC ↗
49 UBS Group AG 0 $0K -854 -100.0% 2Q SEC ↗
50 Applied Capital LLC 0 $0K -7,736 -100.0% 7Q SEC ↗

Recent Activity

Sold Out (6)
HolderPrev SharesPrev Value
Applied Capital LLC 7,736 $234K
Cetera Investment Advisers 7,180 $218K
TopTier Wealth Management, LLC 5,131 $155K
SageView Advisory Group, LLC 1,926 $58K
BANK OF AMERICA CORP /DE 1,100 $33K
UBS Group AG 854 $26K
Biggest Increases (1)
HolderAddedChange %Total Shares
OSAIC HOLDINGS, INC. +1,140 +50.7% 3,390
Biggest Decreases (18)
HolderReducedChange %Total Shares
HighTower Advisors, LLC -49,066 -22.8% 166,342
AE Wealth Management LLC -24,406 -90.3% 2,614
Kestra Advisory Services, LLC -12,161 -21.6% 44,125
OLD MISSION CAPITAL LLC -11,949 -41.7% 16,712
Belpointe Asset Management LLC -8,242 -55.0% 6,731
RAYMOND JAMES FINANCIAL INC -7,523 -6.4% 109,664
COMMONWEALTH EQUITY SERVICES, LLC -6,121 -6.3% 91,215
Brookstone Capital Management -3,555 -19.8% 14,405
Trek Financial, LLC -3,200 -19.7% 13,052
KFG WEALTH MANAGEMENT, LLC -946 -8.3% 10,471
Foundations Investment Advisors, LL -603 -4.1% 14,158
BARCLAYS PLC -426 -6.7% 5,905
Maia Wealth LLC -349 -1.8% 18,871
MTM FINANCIAL GROUP, LLC -257 -1.1% 22,405
Cambridge Investment Research Advis -252 -1.9% 12,811
CENTAURUS FINANCIAL, INC. -151 -3.9% 3,713
IFP Advisors, Inc -5 -0.7% 700
CWM, LLC -3 -0.1% 3,143

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