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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 77,590 | 2,144 | 0.0% | 0.0% | 1 | +3,361 | 4.53% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 57,801 | 1,597 | 0.0% | 0.0% | 2 | +6,725 | 13.17% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 49,281 | 1,362 | 0.0% | 0.0% | 3 | +34,806 | 240.46% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 39,785 | 1,099 | 0.0% | 0.0% | 4 | +25,379 | 176.17% | Q1 2026 | May 04, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 35,129 | 971 | 0.13% | 0.13% | 5 | -272 | -0.77% | Q1 2026 | Apr 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 29,758 | 822 | 0.0% | — | 6 | +29,758 | New | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 25,347 | 701 | 0.0% | 0.0% | 7 | +1,389 | 5.8% | Q1 2026 | Apr 30, 2026 |
| Mutual Advisors, LLC | History | Reduced | 24,603 | 680 | 0.01% | 0.03% | 8 | -20,821 | -45.84% | Q1 2026 | May 01, 2026 |
| Focus Partners Wealth | History | No change | 24,137 | 667 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 23,530 | 650 | 0.0% | 0.0% | 10 | -15 | -0.06% | Q1 2026 | May 05, 2026 |
| Bernard Wealth Management Corp. | History | No change | 23,019 | 636 | 0.27% | 0.26% | 11 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 21,974 | 607 | 0.0% | 0.0% | 12 | -1,148 | -4.96% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 21,446 | 592 | 0.0% | 0.0% | 13 | -316 | -1.45% | Q1 2026 | Apr 30, 2026 |
| SageView Advisory Group, LLC | History | No change | 20,576 | 573 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | New | 20,576 | 568 | 0.0% | — | 16 | +20,576 | New | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 20,559 | 568 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 20,083 | 555 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Balance Wealth, LLC | History | No change | 19,195 | 530 | 0.16% | 0.17% | 18 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| JANE STREET GROUP, LLC | History | New | 16,666 | 460 | 0.0% | — | 19 | +16,666 | New | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 16,241 | 448 | 0.0% | 0.0% | 20 | +120 | 0.74% | Q1 2026 | May 04, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 15,312 | 423 | 0.08% | 0.05% | 21 | +5,040 | 49.07% | Q1 2026 | Apr 15, 2026 |
| Brookstone Capital Management | History | Added to | 15,009 | 414 | 0.0% | 0.0% | 22 | +281 | 1.91% | Q1 2026 | Apr 16, 2026 |
| LPL Financial LLC | History | Added to | 13,173 | 364 | 0.0% | 0.0% | 23 | +1,086 | 8.98% | Q1 2026 | May 06, 2026 |
| Tradition Wealth Management, LLC | History | New | 11,903 | 329 | 0.02% | — | 24 | +11,903 | New | Q1 2026 | May 15, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 11,309 | 312 | 0.09% | 0.08% | 25 | +919 | 8.85% | Q1 2026 | Apr 16, 2026 |
| Fragasso Financial Advisors Inc | History | New | 10,683 | 295 | 0.02% | — | 26 | +10,683 | New | Q1 2026 | Apr 07, 2026 |
| Merit Financial Group, LLC | History | New | 10,268 | 283 | 0.0% | — | 27 | +10,268 | New | Q1 2026 | Apr 15, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 9,483 | 262 | 0.0% | 0.0% | 28 | -598 | -5.93% | Q1 2026 | May 12, 2026 |
| Vantage Financial Partners, LLC | History | No change | 8,942 | 249 | 0.05% | 0.05% | 29 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Three Seasons Wealth, LLC | History | No change | 8,113 | 224 | 0.09% | 0.02% | 30 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 7,843 | 216 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 5,095 | 140 | 0.0% | 0.0% | 32 | -3,711 | -42.14% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 4,978 | 137 | 0.0% | 0.0% | 33 | +415 | 9.09% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,813 | 133 | 0.0% | 0.0% | 34 | +1,582 | 48.96% | Q1 2026 | Apr 07, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 3,570 | 98 | 0.03% | — | 35 | +3,570 | New | Q1 2026 | Apr 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2,609 | 72 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Benson Wealth Management INC | History | Reduced | 1,579 | 43 | 0.06% | 0.05% | 38 | -47 | -2.89% | Q1 2026 | May 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,581 | 43 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,338 | 36 | 0.0% | — | 39 | +1,338 | New | Q1 2026 | May 11, 2026 |
| Sound Income Strategies, LLC | History | New | 1,135 | 31 | 0.0% | — | 40 | +1,135 | New | Q1 2026 | Apr 27, 2026 |
| IFP Advisors, Inc | History | Reduced | 700 | 19 | 0.0% | 0.0% | 41 | -400 | -36.36% | Q1 2026 | Apr 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 644 | 17 | 0.0% | 0.0% | 42 | -7,936 | -92.49% | Q1 2026 | May 13, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -54,980 | -100.0% | Q1 2026 | Apr 13, 2026 |
| BIP Wealth, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -46,479 | -100.0% | Q1 2026 | Apr 27, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,834 | -100.0% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,642 | -100.0% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -883 | -100.0% | Q1 2026 | May 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -678 | -100.0% | Q1 2026 | May 15, 2026 |