Innovator ETFs Trust - AJAN
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 117,605 | 3,337 | 0.0% | 0.0% | 1 | +68,324 | 138.64% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 68,216 | 1,935 | 0.0% | 0.0% | 2 | -9,374 | -12.08% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 56,485 | 1,602 | 0.0% | 0.0% | 3 | -1,316 | -2.28% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 39,991 | 1,134 | 0.0% | 0.0% | 4 | +206 | 0.52% | Q2 2026 | Aug 07, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 35,129 | 996 | 0.11% | 0.13% | 5 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 27,878 | 791 | 0.0% | 0.0% | 6 | -1,880 | -6.32% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 25,459 | 722 | 0.0% | 0.0% | 7 | +112 | 0.44% | Q2 2026 | Jul 27, 2026 |
| Focus Partners Wealth | History | No change | 24,137 | 684 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | Reduced | 23,577 | 669 | 0.01% | 0.01% | 9 | -1,026 | -4.17% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 23,070 | 654 | 0.0% | 0.0% | 10 | -460 | -1.95% | Q2 2026 | Aug 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 22,777 | 646 | 0.0% | 0.0% | 11 | +2,218 | 10.79% | Q2 2026 | Aug 13, 2026 |
| Bernard Wealth Management Corp. | History | Reduced | 22,509 | 638 | 0.24% | 0.27% | 12 | -510 | -2.22% | Q2 2026 | Aug 21, 2026 |
| Cetera Investment Advisers | History | Reduced | 21,125 | 599 | 0.0% | 0.0% | 13 | -849 | -3.86% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 21,046 | 597 | 0.0% | 0.0% | 14 | -400 | -1.87% | Q2 2026 | Jul 28, 2026 |
| Creative Planning | History | No change | 20,576 | 583 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 20,576 | 583 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CoreCap Advisors, LLC | History | No change | 20,083 | 569 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Balance Wealth Partners LLC | History | Reduced | 18,665 | 529 | 0.14% | 0.16% | 18 | -530 | -2.76% | Q2 2026 | Jul 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 17,496 | 496 | 0.0% | 0.0% | 19 | +1,255 | 7.73% | Q2 2026 | Sep 23, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 15,312 | 434 | 0.07% | 0.08% | 20 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 13,290 | 377 | 0.01% | — | 21 | +13,290 | New | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 13,173 | 373 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrity Advisory Solutions, LLC | History | New | 12,431 | 352 | 0.04% | — | 23 | +12,431 | New | Q2 2026 | Jul 31, 2026 |
| Tradition Wealth Management, LLC | History | No change | 11,903 | 337 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 10,683 | 303 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Merit Financial Group, LLC | History | No change | 10,268 | 291 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 9,490 | 269 | 0.0% | — | 27 | +9,490 | New | Q2 2026 | Jul 15, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 8,783 | 249 | 0.0% | 0.0% | 28 | -700 | -7.38% | Q2 2026 | Aug 18, 2026 |
| Bullock Wealth Management Group | History | No change | 8,492 | 241 | 0.1% | 0.12% | 29 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Three Seasons Wealth, LLC | History | No change | 8,113 | 230 | 0.02% | 0.09% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 6,222 | 176 | 0.0% | — | 31 | +6,222 | New | Q2 2026 | Aug 11, 2026 |
| AE Wealth Management LLC | History | Added to | 5,931 | 168 | 0.0% | 0.0% | 32 | +953 | 19.14% | Q2 2026 | Aug 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 5,691 | 161 | 0.0% | 0.0% | 33 | +596 | 11.7% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,561 | 101 | 0.0% | 0.0% | 35 | -1,252 | -26.01% | Q2 2026 | Jul 17, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 3,570 | 101 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2,609 | 72 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,581 | 44 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Benson Wealth Management INC | History | No change | 1,579 | 44 | 0.04% | 0.06% | 38 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARCLAYS PLC | History | New | 1,382 | 39 | 0.0% | — | 39 | +1,382 | New | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,372 | 38 | 0.0% | 0.0% | 40 | +728 | 113.04% | Q2 2026 | Aug 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 1,154 | 32 | 0.0% | 0.0% | 41 | -184 | -13.75% | Q2 2026 | Jul 29, 2026 |
| IFP Advisors, Inc | History | No change | 700 | 19 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | New | 208 | 5 | 0.0% | — | 43 | +208 | New | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | New | 83 | 2 | 0.0% | — | 44 | +83 | New | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,666 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -15,009 | -100.0% | Q2 2026 | Jul 15, 2026 |
| BridgePort Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -11,309 | -100.0% | Q2 2026 | Jul 24, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,843 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,135 | -100.0% | Q2 2026 | Jul 20, 2026 |