INNOVATOR EQ DEF PROT 2YJ26 (AJAN) Institutional Ownership Changes & 13F Activity
INNOVATOR EQ DEF PROT 2YJ26 (AJAN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Susquehanna International Group, Llp, Creative Planning, Jane Street Group, Llc, Old Mission Capital Llc, and Integrity Advisory Solutions, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +1,255 | +7.7% | 17,496 | $496.50K | Q2 2026 | Sep 23, 2026 |
| Bernard Wealth Management Corp. | Sell | -510 | -2.2% | 22,509 | $638.76K | Q2 2026 | Aug 21, 2026 |
| Kingsview Wealth Management, Llc | Sell | -700 | -7.4% | 8,783 | $249.24K | Q2 2026 | Aug 19, 2026 |
| Susquehanna International Group, Llp | Buy | +68,324 | +138.6% | 117,605 | $3.34M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +13,290 | — | 13,290 | $377.14K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -1,880 | -6.3% | 27,878 | $791.12K | Q2 2026 | Aug 14, 2026 |
| Barclays Plc | Buy | +1,382 | — | 1,382 | $39.22K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -1,316 | -2.3% | 56,485 | $1.60M | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Sell | -1,026 | -4.2% | 23,577 | $669.07K | Q2 2026 | Aug 14, 2026 |
| Captrust Financial Advisors | Buy | +2,218 | +10.8% | 22,777 | $646.37K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +83 | — | 83 | $2.35K | Q2 2026 | Aug 13, 2026 |
| Ep Wealth Advisors, Llc | Buy | +6,222 | — | 6,222 | $176.57K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +1,372 | — | 1,372 | $38.89K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -849 | -3.9% | 21,125 | $599.49K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +596 | +11.7% | 5,691 | $161.51K | Q2 2026 | Aug 12, 2026 |
| Mml Investors Services, Llc | Buy | +206 | +0.5% | 39,991 | $1.13M | Q2 2026 | Aug 07, 2026 |
| Blue Bell Private Wealth Management, Llc | Buy | +208 | — | 208 | $5.90K | Q2 2026 | Aug 06, 2026 |
| Integrity Advisory Solutions, Llc | Buy | +12,431 | — | 12,431 | $352.79K | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +112 | +0.4% | 25,459 | $722.00 | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Sell | -9,374 | -12.1% | 68,216 | $1.94M | Q2 2026 | Jul 29, 2026 |
| Ashton Thomas Private Wealth, Llc | Sell | -184 | -13.8% | 1,154 | $32.75K | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, Llc | Sell | -400 | -1.9% | 21,046 | $597.24K | Q2 2026 | Jul 28, 2026 |
| Balance Wealth, Llc | Sell | -530 | -2.8% | 18,665 | $529.67K | Q2 2026 | Jul 22, 2026 |
| Farther Finance Advisors, Llc | Sell | -1,252 | -26.0% | 3,561 | $101.05K | Q2 2026 | Jul 17, 2026 |
| Wealth Enhancement Advisory Services, Llc | Buy | +9,490 | — | 9,490 | $269.94K | Q2 2026 | Jul 15, 2026 |
| Sunbelt Securities, Inc. | Sell | -2,609 | -100.0% | 0 | $0.00 | Q2 2026 | May 18, 2026 |
| Ae Wealth Management Llc | Sell | -4,978 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Creative Planning | Sell | -20,576 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Jane Street Group, Llc | Sell | -16,666 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Foundations Investment Advisors, Llc | Sell | -7,843 | -100.0% | 0 | $0.00 | Q2 2026 | May 11, 2026 |
Frequently asked questions about AJAN activity
Which institutional owners are buying AJAN?
Institutional owners buying AJAN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in AJAN activity?
"Buy" means an investor increased their reported position in AJAN compared to the prior reporting period. This reflects growing exposure to INNOVATOR EQ DEF PROT 2YJ26 (AJAN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in AJAN increasing?
Institutional interest in AJAN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.