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JAJL Institutional Ownership

Innovator Equity Defined Protection ETF
1W: +0.1% 1M: +0.5% 3M: +1.3% YTD: +4.4% 1Y: +6.0%
$30.37
+0.07 (+0.21%)
 
Weekly Expected Move ±0.3%
$30 $30 $30 $30 $31
ETF CBOE · AUM $251.8M

Institutional Ownership — JAJL

96
Institutional Holders
-6 vs prior quarter
0.0%
Ownership
+0.00pp
138M
Total Invested
10
New Positions
26
Increased
34
Reduced
8
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (110 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Kingsview Wealth Management, LLC 1,602,395 $49M +9,830 +0.6% 8Q SEC ↗
2 OSAIC HOLDINGS, INC. 384,434 $12M +21,088 +5.8% 8Q SEC ↗
3 COMMONWEALTH EQUITY SERVICES, LLC 307,912 $9M +538 +0.2% 8Q SEC ↗
4 HighTower Advisors, LLC 210,806 $6M -39,619 -15.8% 8Q SEC ↗
5 AE Wealth Management LLC 187,752 $6M -28,572 -13.2% 8Q SEC ↗
6 CWM, LLC 157,378 $5M -66,190 -29.6% 4Q SEC ↗
7 Triad Wealth Partners, LLC 144,388 $4M +23,115 +19.1% 6Q SEC ↗
8 Cambridge Investment Research Advisors 99,516 $3M -41,775 -29.6% 8Q SEC ↗
9 Peak Wealth Management LLC 81,328 $2M +44 +0.1% 3Q SEC ↗
10 Orion Porfolio Solutions, LLC 79,703 $2M +25,413 +46.8% 6Q SEC ↗
11 Weaver Capital Management LLC 71,151 $2M — +0.0% 6Q SEC ↗
12 ENVESTNET ASSET MANAGEMENT INC 68,984 $2M +222 +0.3% 8Q SEC ↗
13 SUSQUEHANNA INTERNATIONAL GROUP, LLP 67,362 $2M +41,447 +159.9% 2Q SEC ↗
14 Brookstone Capital Management 67,084 $2M -5,866 -8.0% 8Q SEC ↗
15 C2P Capital Advisory Group, LLC d.b.a. 53,197 $2M -4,979 -8.6% 8Q SEC ↗
16 Encompass More Asset Management 53,059 $2M +16,030 +43.3% 7Q SEC ↗
17 Kestra Advisory Services, LLC 51,610 $2M +2,108 +4.3% 6Q SEC ↗
18 Ausdal Financial Partners, Inc. 50,055 $2M -156 -0.3% 7Q SEC ↗
19 Ameritas Advisory Services, LLC 47,260 $1M +38,700 +452.1% 2Q SEC ↗
20 Farther Finance Advisors, LLC 43,101 $1M -2,402 -5.3% 7Q SEC ↗
21 Cetera Investment Advisers 39,288 $1M -319 -0.8% 8Q SEC ↗
22 Cypress Wealth Services, LLC 35,448 $1M — +0.0% 4Q SEC ↗
23 CENTAURUS FINANCIAL, INC. 34,808 $1M -12,060 -25.7% 8Q SEC ↗
24 World Investment Advisors 33,985 $1M -5,815 -14.6% 8Q SEC ↗
25 LPL Financial LLC 28,702 $872K +1,449 +5.3% 4Q SEC ↗
26 GWN SECURITIES INC. 27,428 $833K +1,241 +4.7% 6Q SEC ↗
27 SYKON CAPITAL LLC 27,160 $825K +437 +1.6% 5Q SEC ↗
28 Lifestyle Asset Management, Inc. 27,018 $821K +140 +0.5% 6Q SEC ↗
29 HARBOUR INVESTMENTS, INC. 26,194 $796K -2,290 -8.0% 8Q SEC ↗
30 Soltis Investment Advisors LLC 26,137 $794K -2,283 -8.0% 8Q SEC ↗
31 NewEdge Advisors, LLC 26,100 $793K — +0.0% 8Q SEC ↗
32 Merit Financial Group, LLC 24,450 $743K -1,252 -4.9% 8Q SEC ↗
33 Sonoma Allocations LLC 22,943 $697K — +0.0% 4Q SEC ↗
34 RAYMOND JAMES FINANCIAL INC 22,140 $672K -347 -1.5% 7Q SEC ↗
35 KFG WEALTH MANAGEMENT, LLC 21,886 $665K -3,472 -13.7% 5Q SEC ↗
36 Gallagher Fiduciary Advisors, LLC 21,643 $657K -585 -2.6% 8Q SEC ↗
37 Atria Investments, Inc NEW 20,534 $624K — +0.0% 1Q SEC ↗
38 Ashton Thomas Private Wealth, LLC 20,000 $607K +1,787 +9.8% 6Q SEC ↗
39 MML INVESTORS SERVICES, LLC 19,986 $607K +5,940 +42.3% 7Q SEC ↗
40 KELLY FINANCIAL GROUP LLC 19,555 $594K — +0.0% 3Q SEC ↗
41 First Commonwealth Financial Corp /PA 18,890 $574K — +0.0% 8Q SEC ↗
42 BFI Wealth Solutions, LLC 16,500 $501K — +0.0% 3Q SEC ↗
43 Carmel Capital Partners, LLC NEW 16,300 $495K — +0.0% 1Q SEC ↗
44 Cassady Wealth & Retirement Planning, 16,257 $494K -190 -1.2% 3Q SEC ↗
45 SYON CAPITAL LLC 16,111 $489K — +0.0% 4Q SEC ↗
46 Blue Sky Capital Consultants Group, In 15,968 $485K -3,462 -17.8% 7Q SEC ↗
47 BridgePort Financial Solutions, LLC 15,451 $469K -9,680 -38.5% 3Q SEC ↗
48 INDEPENDENT FINANCIAL GROUP, LLC 14,583 $443K +2,096 +16.8% 4Q SEC ↗
49 KINGSWOOD WEALTH ADVISORS, LLC 14,186 $431K — +0.0% 4Q SEC ↗
50 AssuredPartners Investment Advisors, L 13,497 $410K — +0.0% 3Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL +41,447 +159.9% 67,362
Ameritas Advisory Services, LLC +38,700 +452.1% 47,260
Orion Porfolio Solutions, LLC +25,413 +46.8% 79,703
Triad Wealth Partners, LLC +23,115 +19.1% 144,388
OSAIC HOLDINGS, INC. +21,088 +5.8% 384,434
Encompass More Asset Management +16,030 +43.3% 53,059
Kingsview Wealth Management, LLC +9,830 +0.6% 1,602,395
MML INVESTORS SERVICES, LLC +5,940 +42.3% 19,986
WOODARD & CO ASSET MANAGEMENT GROUP +4,086 +371.5% 5,186
Kestra Advisory Services, LLC +2,108 +4.3% 51,610
INDEPENDENT FINANCIAL GROUP, LLC +2,096 +16.8% 14,583
CreativeOne Wealth, LLC +1,997 +21.6% 11,245
Ashton Thomas Private Wealth, LLC +1,787 +9.8% 20,000
CoreCap Advisors, LLC +1,520 +32.5% 6,199
LPL Financial LLC +1,449 +5.3% 28,702
GWN SECURITIES INC. +1,241 +4.7% 27,428
Vantage Point Financial LLC +1,198 +13.1% 10,376
Integrity Advisory Solutions, LLC +1,028 +12.4% 9,292
COMMONWEALTH EQUITY SERVICES, LLC +538 +0.2% 307,912
SYKON CAPITAL LLC +437 +1.6% 27,160
Biggest Decreases (20)
HolderReducedChange %Total Shares
CWM, LLC -66,190 -29.6% 157,378
Cambridge Investment Research Advis -41,775 -29.6% 99,516
HighTower Advisors, LLC -39,619 -15.8% 210,806
AE Wealth Management LLC -28,572 -13.2% 187,752
CENTAURUS FINANCIAL, INC. -12,060 -25.7% 34,808
BridgePort Financial Solutions, LLC -9,680 -38.5% 15,451
Brookstone Capital Management -5,866 -8.0% 67,084
World Investment Advisors -5,815 -14.6% 33,985
C2P Capital Advisory Group, LLC d.b -4,979 -8.6% 53,197
Keystone Financial Group, Inc. -3,618 -42.0% 4,991
KFG WEALTH MANAGEMENT, LLC -3,472 -13.7% 21,886
Blue Sky Capital Consultants Group, -3,462 -17.8% 15,968
Accurate Wealth Management, LLC -2,449 -26.8% 6,680
Farther Finance Advisors, LLC -2,402 -5.3% 43,101
HARBOUR INVESTMENTS, INC. -2,290 -8.0% 26,194
Soltis Investment Advisors LLC -2,283 -8.0% 26,137
MONEY CONCEPTS CAPITAL CORP -2,276 -16.5% 11,486
Sunbelt Securities, Inc. -1,500 -89.0% 185
Ballast Rock Private Wealth LLC -1,384 -16.0% 7,242
Merit Financial Group, LLC -1,252 -4.9% 24,450

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