INNOVATOR EQ DEF PROT 2YJ26 (AJAN) Top Institutional Shareholders
INNOVATOR EQ DEF PROT 2YJ26 (AJAN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $18.85M in AJAN holdings during the latest filing period.
Commonwealth Equity Services, Llc is currently the largest disclosed institutional shareholder of AJAN tracked by InsiderSet, reporting ownership valued at approximately $2.14M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.19M, representing an estimated gain of +2.32% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed AJAN value among the investors covered in this analysis. Major shareholders include Commonwealth Equity Services, Llc, Osaic Holdings, Inc., Susquehanna International Group, Llp, and several other long-term asset managers with concentrated positions in INNOVATOR EQ DEF PROT 2YJ26 (AJAN).
This page ranks the largest institutional AJAN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
39
Total Reported Value
$18.85M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$2.14M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
48
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Commonwealth Equity Services, Llc | 0.00% | 77,590 | $2,144,850 | $2,194,649 | +$49,799 | +2.32% | |
| Osaic Holdings, Inc. | 0.00% | 57,801 | $1,597,731 | $1,634,913 | +$37,182 | +2.33% | |
| Susquehanna International Group, Llp | 0.00% | 49,281 | $1,362,289 | $1,393,923 | +$31,634 | +2.32% | |
| Mml Investors Services, Llc | 0.00% | 39,785 | $1,099,789 | $1,125,327 | +$25,538 | +2.32% | |
| Kfg Wealth Management, Llc | 0.13% | 35,129 | $971,082 | $993,631 | +$22,549 | +2.32% | |
| Raymond James Financial Inc | 0.00% | 29,758 | $822,609 | $841,711 | +$19,102 | +2.32% | |
| Mutual Advisors, Llc | 0.01% | 24,603 | $680,108 | $695,901 | +$15,793 | +2.32% | |
| Focus Partners Wealth | 0.00% | 24,137 | $667,226 | $682,720 | +$15,494 | +2.32% | |
| Hightower Advisors, Llc | 0.00% | 23,530 | $650,447 | $665,551 | +$15,104 | +2.32% | |
| Bernard Wealth Management Corp. | 0.27% | 23,019 | $636,322 | $651,097 | +$14,775 | +2.32% | |
| Cetera Investment Advisers | 0.00% | 21,974 | $607,434 | $621,539 | +$14,105 | +2.32% | |
| Kestra Advisory Services, Llc | 0.00% | 21,446 | $592,838 | $606,604 | +$13,766 | +2.32% | |
| Creative Planning | 0.00% | 20,576 | $568,789 | $581,996 | +$13,207 | +2.32% | |
| Captrust Financial Advisors | 0.00% | 20,559 | $568,319 | $581,515 | +$13,196 | +2.32% | |
| Corecap Advisors, Llc | 0.02% | 20,083 | $555,160 | $568,052 | +$12,892 | +2.32% | |
| Balance Wealth, Llc | 0.16% | 19,195 | $530,613 | $542,934 | +$12,321 | +2.32% | |
| Jane Street Group, Llc | 0.00% | 16,666 | $460,703 | $471,401 | +$10,698 | +2.32% | |
| Envestnet Asset Management Inc | 0.00% | 16,241 | $448,955 | $459,380 | +$10,425 | +2.32% | |
| Milestone Asset Management, Llc | 0.08% | 15,312 | $423,274 | $433,103 | +$9,829 | +2.32% | |
| Brookstone Capital Management | 0.00% | 15,009 | $414,898 | $424,533 | +$9,635 | +2.32% | |
| Lpl Financial Llc | 0.00% | 13,173 | $364,145 | $372,601 | +$8,456 | +2.32% | |
| Tradition Wealth Management, Llc | 0.02% | 11,903 | $329,038 | $336,679 | +$7,641 | +2.32% | |
| Bridgeport Financial Solutions, Llc | 0.09% | 11,309 | $312,618 | $319,877 | +$7,259 | +2.32% | |
| Fragasso Financial Advisors Inc | 0.02% | 10,683 | $295,973 | $302,171 | +$6,198 | +2.09% | |
| Merit Financial Group, Llc | 0.00% | 10,268 | $283,841 | $290,432 | +$6,591 | +2.32% | |
| Kingsview Wealth Management, Llc | 0.00% | 9,483 | $262,141 | $268,229 | +$6,088 | +2.32% | |
| Three Seasons Wealth, Llc | 0.09% | 8,113 | $224,270 | $229,478 | +$5,208 | +2.32% | |
| Foundations Investment Advisors, Llc | 0.00% | 7,843 | $216,806 | $221,841 | +$5,035 | +2.32% | |
| Harbour Investments, Inc. | 0.00% | 5,095 | $140,852 | $144,113 | +$3,261 | +2.32% | |
| Ae Wealth Management Llc | 0.00% | 4,978 | $137,608 | $140,804 | +$3,196 | +2.32% | |
| Farther Finance Advisors, Llc | 0.00% | 4,813 | $133,199 | $136,137 | +$2,938 | +2.21% | |
| Gill Capital Partners, Llc | 0.03% | 3,570 | $98,687 | $100,978 | +$2,291 | +2.32% | |
| Sunbelt Securities, Inc. | 0.00% | 2,609 | $72,121 | $73,796 | +$1,675 | +2.32% | |
| Keating Financial Advisory Services, Inc. | 0.01% | 1,581 | $43,704 | $44,719 | +$1,015 | +2.32% | |
| Benson Wealth Management Inc | 0.06% | 1,579 | $43,649 | $44,662 | +$1,013 | +2.32% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 1,338 | $36,987 | $37,846 | +$859 | +2.32% | |
| Sound Income Strategies, Llc | 0.00% | 1,135 | $31,411 | $32,104 | +$693 | +2.21% | |
| Ifp Advisors, Inc | 0.00% | 700 | $19,350 | $19,800 | +$450 | +2.32% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 25,347 | $701 | $716,945 | +$716,244 | +102174.60% |
Frequently asked questions about AJAN
Who owns the most AJAN stock?
The largest holders of AJAN are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNOVATOR EQ DEF PROT 2YJ26 (AJAN).
Is AJAN widely held by superinvestors?
Many widely followed stocks like AJAN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AJAN is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.