INNOVATOR ETFS TRUST (AJAN)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
42
Reporting holders
$21.7M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.3M | 117,605 | 0.00% | 10q | +138.6%+$1.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 68,216 | 0.00% | 10q | -12.1%-$266.0K |
| OSAIC HOLDINGS, INC. | $1.6M | 56,485 | 0.00% | 10q | -2.3%-$37.3K |
| MML INVESTORS SERVICES, LLC | $1.1M | 39,991 | 0.00% | 10q | +0.5%+$5.8K |
| KFG WEALTH MANAGEMENT, LLC | $996.9K | 35,129 | 0.11% | 10q | HELD |
| RAYMOND JAMES FINANCIAL INC | $791.1K | 27,878 | 0.00% | 2q | -6.3%-$53.4K |
| Focus Partners Wealth | $685.0K | 24,137 | 0.00% | 9q | HELD |
| Mutual Advisors, LLC | $669.1K | 23,577 | 0.01% | 4q | -4.2%-$29.1K |
| HighTower Advisors, LLC | $654.7K | 23,070 | 0.00% | 10q | -2.0%-$13.1K |
| CAPTRUST FINANCIAL ADVISORS | $646.4K | 22,777 | 0.00% | 10q | +10.8%+$62.9K |
| Bernard Wealth Management Corp. | $638.8K | 22,509 | 0.24% | 7q | -2.2%-$14.5K |
| Cetera Investment Advisers | $599.5K | 21,125 | 0.00% | 10q | -3.9%-$24.1K |
| Kestra Advisory Services, LLC | $597.2K | 21,046 | 0.00% | 10q | -1.9%-$11.4K |
| Creative Planning | $583.9K | 20,576 | 0.00% | 2q | HELD |
| SageView Advisory Group, LLC | $583.9K | 20,576 | 0.02% | 9q | HELD |
| Merit Financial Group, LLC | $582.8K | 20,536 | 0.00% | 2q | +100.0%+$291.4K |
| CoreCap Advisors, LLC | $569.9K | 20,083 | 0.02% | 10q | HELD |
| Balance Wealth Partners LLC | $529.7K | 18,665 | 0.14% | 6q | -2.8%-$15.0K |
| ENVESTNET ASSET MANAGEMENT INC | $496.5K | 17,496 | 0.00% | 10q | +7.7%+$35.6K |
| MILESTONE ASSET MANAGEMENT, LLC | $434.5K | 15,312 | 0.07% | 10q | HELD |
| OLD MISSION CAPITAL LLC | $377.1K | 13,290 | 0.01% | new | NEW |
| LPL Financial LLC | $373.8K | 13,173 | 0.00% | 4q | HELD |
| Integrity Advisory Solutions, LLC | $352.8K | 12,431 | 0.04% | new | NEW |
| Tradition Wealth Management, LLC | $337.8K | 11,903 | 0.02% | 2q | HELD |
| Fragasso Financial Advisors Inc | $303.2K | 10,683 | 0.02% | 2q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $269.9K | 9,490 | 0.00% | new | NEW |
| Kingsview Wealth Management, LLC | $249.2K | 8,783 | 0.00% | 10q | -7.4%-$19.9K |
| Bullock Wealth Management Group | $241.0K | 8,492 | 0.10% | new | FIRST |
| Three Seasons Wealth, LLC | $230.2K | 8,113 | 0.02% | 10q | HELD |
| EP Wealth Advisors, LLC | $176.6K | 6,222 | 0.00% | new | NEW |
| AE Wealth Management LLC | $168.3K | 5,931 | 0.00% | 7q | +19.1%+$27.0K |
| HARBOUR INVESTMENTS, INC. | $161.5K | 5,691 | 0.00% | 10q | +11.7%+$16.9K |
| GILL CAPITAL PARTNERS, LLC | $101.3K | 3,570 | 0.03% | 2q | HELD |
| Farther Finance Advisors, LLC | $101.1K | 3,561 | 0.00% | 7q | -26.0%-$35.5K |
| Keating Financial Advisory Services, Inc. | $44.9K | 1,581 | 0.01% | 3q | HELD |
| Benson Wealth Management INC | $44.8K | 1,579 | 0.05% | 3q | HELD |
| BARCLAYS PLC | $39.2K | 1,382 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $38.9K | 1,372 | 0.00% | 4q | +113.0%+$20.6K |
| Ashton Thomas Private Wealth, LLC | $32.7K | 1,154 | 0.00% | 2q | -13.8%-$5.2K |
| IFP Advisors, Inc | $19.9K | 700 | 0.00% | 8q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $5.9K | 208 | 0.00% | new | NEW |
| UBS Group AG | $2.4K | 83 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $1.4K | 50,918 | 0.00% | 10q | +100.9% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 42 | $21.7M | 766,181 | 7 | 8 | 12 | 0.0% |
| Q1 2026 | 40 | $19.4M | 703,087 | 9 | 11 | 9 | 0.0% |
| Q4 2025 | 38 | $19.2M | 689,178 | 3 | 3 | 15 | 0.0% |
| Q3 2025 | 40 | $21.2M | 771,657 | 5 | 3 | 18 | 0.0% |
| Q2 2025 | 39 | $23.0M | 851,734 | 1 | 7 | 14 | 0.0% |
| Q1 2025 | 38 | $21.5M | 816,299 | 2 | 2 | 16 | 0.0% |
| Q4 2024 | 43 | $25.3M | 965,480 | 4 | 4 | 14 | 0.0% |
| Q3 2024 | 41 | $22.6M | 866,850 | 4 | 7 | 13 | 0.0% |
| Q2 2024 | 40 | $28.3M | 1,120,403 | 12 | 9 | 7 | 0.0% |
| Q1 2024 | 33 | $16.5M | 660,761 | 33 | 0 | 0 | 0.0% |