AJAN Institutional Ownership & Shareholders
INNOVATOR EQ DEF PROT 2YJ26 (AJAN) is currently held by 40 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $19.81M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Susquehanna International Group, Llp is currently the largest disclosed institutional shareholder of AJAN tracked by InsiderSet, reporting ownership valued at approximately $3.34M in its June 30, 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 $3.38M, representing an estimated gain of +1.14% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed AJAN value among the investors covered in this analysis. Major shareholders include Susquehanna International Group, Llp, Commonwealth Equity Services, Llc, Osaic Holdings, Inc., 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
40
Total Reported Value
$19.81M
Largest Holder
Susquehanna International Group, Llp
Largest Position
$3.34M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
53
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Susquehanna International Group, Llp | 0.00% | 117,605 | $3,337,395 | $3,375,452 | +$38,057 | +1.14% | |
| Commonwealth Equity Services, Llc | 0.00% | 57,921 | $1,655,730 | $1,662,425 | +$6,695 | +0.40% | |
| Osaic Holdings, Inc. | 0.00% | 56,485 | $1,602,968 | $1,621,210 | +$18,242 | +1.14% | |
| Mml Investors Services, Llc | 0.00% | 39,991 | $1,134,865 | $1,147,806 | +$12,941 | +1.14% | |
| Kfg Wealth Management, Llc | 0.11% | 34,262 | $979,410 | $983,374 | +$3,964 | +0.40% | |
| Raymond James Financial Inc | 0.00% | 27,878 | $791,122 | $800,143 | +$9,021 | +1.14% | |
| Focus Partners Wealth | 0.00% | 24,137 | $684,960 | $692,771 | +$7,811 | +1.14% | |
| Mutual Advisors, Llc | 0.01% | 23,577 | $669,068 | $676,698 | +$7,630 | +1.14% | |
| Captrust Financial Advisors | 0.00% | 22,777 | $646,366 | $653,736 | +$7,370 | +1.14% | |
| Bernard Wealth Management Corp. | 0.24% | 22,509 | $638,761 | $646,044 | +$7,283 | +1.14% | |
| Cetera Investment Advisers | 0.00% | 21,125 | $599,485 | $606,321 | +$6,836 | +1.14% | |
| Creative Planning | 0.00% | 20,576 | $588,183 | $590,564 | +$2,381 | +0.40% | |
| Corecap Advisors, Llc | 0.02% | 19,661 | $562,027 | $564,302 | +$2,275 | +0.40% | |
| Balance Wealth, Llc | 0.13% | 18,665 | $533,556 | $535,715 | +$2,159 | +0.40% | |
| Envestnet Asset Management Inc | 0.00% | 17,496 | $496,502 | $502,163 | +$5,661 | +1.14% | |
| Kestra Advisory Services, Llc | 0.00% | 17,245 | $492,964 | $494,959 | +$1,995 | +0.40% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 16,002 | $459,897 | $459,283 | -$614 | -0.13% | |
| Milestone Asset Management, Llc | 0.06% | 13,989 | $399,888 | $401,507 | +$1,619 | +0.40% | |
| Old Mission Capital Llc | 0.01% | 13,290 | $377,143 | $381,444 | +$4,301 | +1.14% | |
| Lpl Financial Llc | 0.00% | 13,173 | $373,823 | $378,086 | +$4,263 | +1.14% | |
| Fragasso Financial Advisors Inc | 0.02% | 12,963 | $372,682 | $372,059 | -$623 | -0.17% | |
| Integrity Advisory Solutions, Llc | 0.04% | 12,431 | $355,370 | $356,790 | +$1,420 | +0.40% | |
| Tradition Wealth Management, Llc | 0.02% | 11,903 | $337,783 | $341,635 | +$3,852 | +1.14% | |
| Merit Financial Group, Llc | 0.00% | 10,268 | $291,385 | $294,708 | +$3,323 | +1.14% | |
| Kingsview Wealth Management, Llc | 0.00% | 8,783 | $249,244 | $252,086 | +$2,842 | +1.14% | |
| Seacrest Wealth Management, Llc | 0.03% | 8,139 | $232,661 | $233,602 | +$941 | +0.40% | |
| Three Seasons Wealth, Llc | 0.02% | 8,113 | $231,917 | $232,856 | +$939 | +0.40% | |
| Ep Wealth Advisors, Llc | 0.00% | 6,222 | $176,568 | $178,581 | +$2,013 | +1.14% | |
| Harbour Investments, Inc. | 0.00% | 5,691 | $161,509 | $163,341 | +$1,832 | +1.13% | |
| Farther Finance Advisors, Llc | 0.00% | 2,856 | $81,641 | $81,972 | +$331 | +0.41% | |
| Sunbelt Securities, Inc. | 0.00% | 2,609 | $72,121 | $74,882 | +$2,761 | +3.83% | |
| Keating Financial Advisory Services, Inc. | 0.01% | 1,581 | $44,866 | $45,377 | +$511 | +1.14% | |
| Benson Wealth Management Inc | 0.05% | 1,579 | $44,809 | $45,320 | +$511 | +1.14% | |
| Barclays Plc | 0.00% | 1,382 | $39,218 | $39,666 | +$448 | +1.14% | |
| Jpmorgan Chase & Co | 0.00% | 1,372 | $38,889 | $39,379 | +$490 | +1.26% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 1,085 | $31,016 | $31,141 | +$125 | +0.40% | |
| Ifp Advisors, Inc | 0.00% | 700 | $20,010 | $20,091 | +$81 | +0.41% | |
| Blue Bell Private Wealth Management, Llc | 0.00% | 208 | $5,946 | $5,970 | +$24 | +0.40% | |
| Ubs Group Ag | 0.00% | 83 | $2,355 | $2,382 | +$27 | +1.16% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 25,049 | $716 | $718,946 | +$718,230 | +100311.51% |
Frequently asked questions about AJAN
Who are the largest institutional holders of AJAN?
The largest institutional holders of AJAN reported in the latest SEC Form 13F filings include Susquehanna International Group, Llp, Commonwealth Equity Services, Llc, Osaic Holdings, Inc., Mml Investors Services, Llc, and Kfg Wealth Management, Llc. InsiderSet ranks institutional holders by their latest reported AJAN position.
What is AJAN institutional ownership?
This page tracks AJAN positions reported by institutional investment managers through SEC Form 13F. INNOVATOR EQ DEF PROT 2YJ26 (AJAN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AJAN?
InsiderSet currently tracks 40 institutional managers reporting AJAN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AJAN shareholders.
How much AJAN stock do institutions own?
Institutional investment managers disclosed approximately $19.81M in AJAN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AJAN institutional ownership last updated?
The latest AJAN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AJAN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AJAN position after the reporting date.
Are institutions buying or selling AJAN?
Institutional buying and selling can be analyzed by comparing AJAN positions across consecutive 13F reporting periods. InsiderSet's AJAN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AJAN ownership changes.
How has AJAN institutional ownership changed over time?
InsiderSet tracks AJAN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.