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Innovator Equity Defined Protection ETF - 6 Mo Jan/Jul (JAJL) Institutional Ownership

$30.42 +0.15 (+0.50%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Innovator Equity Defined Protection ETF - 6 Mo Jan/Jul (BATS:JAJL)

Number of
Institutional Buyers
(last 12 months)
67
Total
Institutional Inflows
(last 12 months)
$39.26M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$18.95M
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JAJL Institutional Buying and Selling by Quarter

Innovator Equity Defined Protection ETF - 6 Mo Jan/Jul Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/3/2026Carmel Capital Partners LLC20,700$626K0.2%+27.0%0.246%
11/3/2026Ashton Thomas Private Wealth LLC28,146$852K0.0%+40.7%0.334%
11/2/2026 Kestra Advisory Services LLC53,643$1.62M0.0%+3.9%0.636%
11/2/2026 Commonwealth Equity Services LLC212,976$6.45M0.0%N/A2.526%
10/30/2026 Integrity Alliance LLC.17,444$528K0.0%N/A0.207%
10/28/2026 Soltis Investment Advisors LLC21,836$661K0.0%-16.5%0.259%
10/23/2026 Code Waechter LLC19,984$605K0.3%N/A0.237%
10/22/2026 Brookstone Capital Management64,854$1.96M0.0%N/A0.769%
10/22/2026 Root Financial Partners LLC857$26K0.0%N/A0.010%
10/21/2026 Axxcess Wealth Management LLC9,088$275K0.0%+34.9%0.108%
10/20/2026 Maia Wealth LLC26,892$814K0.1%N/A0.319%
10/19/2026 Crown Wealth Group LLC58,010$1.76M0.4%N/A0.688%
10/17/2026 Encompass More Asset Management56,552$1.71M0.3%+6.6%0.671%
10/16/2026 KFG Wealth Management LLC22,385$677K0.1%+2.3%0.266%
10/15/2026 Weaver Capital Management LLC72,211$2.19M0.4%N/A0.857%
10/15/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors68,829$2.08M0.1%+29.4%0.816%
10/14/2026 Signal Advisors Wealth LLC143,535$4.34M0.2%+1,011.0%1.703%
10/10/2026 Gilpin Wealth Management LLC3,900$118K0.1%+56.0%0.046%
10/8/2026 Farther Finance Advisors LLC45,191$1.37M0.0%+4.8%0.536%
10/8/2026 CoreCap Advisors LLC5,553$168K0.0%-10.4%0.066%
8/23/2026Ameritas Advisory Services LLC47,260$1.41M0.0%+452.1%0.561%
8/22/2026 NWF Advisory Services Inc.6,800$203K0.0%N/A0.081%
8/21/2026 KFG Wealth Management LLC21,886$655K0.1%-13.7%0.260%
7/7/2026 CoreCap Advisors LLC6,199$185K0.0%+32.5%0.074%
6/3/2026NewEdge Advisors LLC26,100$759K0.0%-8.7%0.310%
5/19/2026 Winnow Wealth LLC8,712$253K0.2%-13.0%0.103%
5/19/2026NewEdge Advisors LLC26,100$759K0.0%-8.7%0.310%
5/19/2026Cassady Wealth & Retirement Planning LLC16,447$487K0.2%+2.3%0.195%
5/15/2026Waverly Advisors LLC10,204$297K0.0%+7.4%0.121%
5/13/2026Cetera Investment Advisers39,607$1.15M0.0%+4.5%0.470%
5/6/2026 Independent Financial Group LLC14,583$424K0.0%N/A0.173%
5/4/2026Archer Investment Corp8,830$257K0.1%+305.0%0.105%
5/4/2026Vantage Point Financial LLC9,178$267K0.1%-3.6%0.109%
4/30/2026Money Concepts Capital Corp13,762$400K0.0%-80.7%0.163%
4/27/2026World Investment Advisors39,800$1.16M0.0%+26.3%0.472%
4/27/2026Private Advisor Group LLC10,489$305K0.0%N/A0.124%
4/22/2026 Keystone Financial Group Inc.8,609$250K0.1%-86.4%0.102%
4/21/2026 KFG Wealth Management LLC25,358$737K0.1%+10.8%0.301%
4/18/2026 Weaver Capital Management LLC71,151$2.07M0.4%+23.8%0.844%
4/17/2026 Brookstone Capital Management72,950$2.12M0.0%-14.9%0.865%
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4/16/2026 Ballast Rock Private Wealth LLC8,626$251K0.1%N/A0.102%
4/16/2026 Triad Wealth Partners LLC121,273$3.53M0.3%-1.7%1.439%
3/13/2026World Investment Advisors31,507$916K0.0%+28.5%0.374%
2/23/2026Sonoma Allocations LLC23,150$677K0.2%+5.4%0.275%
2/19/2026 BFI Wealth Solutions LLC16,500$479K0.5%N/A0.196%
2/19/2026 Axxcess Wealth Management LLC7,613$221K0.0%N/A0.090%
2/18/2026NewEdge Advisors LLC28,600$831K0.0%-35.9%0.339%
2/18/2026OLD Mission Capital LLC11,613$337K0.0%-38.3%0.138%
2/17/2026Cetera Investment Advisers37,889$1.10M0.0%-6.8%0.449%
2/17/2026Osaic Holdings Inc.371,698$10.80M0.0%-14.8%4.409%
2/16/2026MML Investors Services LLC17,321$503K0.0%+6.2%0.205%
2/16/2026Barclays PLC1,203$35K0.0%-75.3%0.014%
2/13/2026CreativeOne Wealth LLC7,609$221K0.0%N/A0.090%
2/13/2026Ausdal Financial Partners Inc.54,223$1.58M0.1%+0.7%0.643%
2/12/2026Jane Street Group LLC18,205$529K0.0%N/A0.216%
2/12/2026Orion Porfolio Solutions LLC94,610$2.75M0.0%-3.2%1.122%
2/12/2026 Triumph Capital Management8,000$232K0.1%-6.8%0.095%
2/12/2026 Commonwealth Equity Services LLC299,617$8.71M0.0%+0.3%3.554%
2/12/2026Steward Partners Investment Advisory LLC4,219$123K0.0%+454.4%0.050%
2/11/2026GWN Securities Inc.19,696$572K0.1%+6.3%0.234%
2/11/2026 Winnow Wealth LLC10,019$301K0.2%-10.3%0.119%
2/11/2026LPL Financial LLC22,675$659K0.0%+19.4%0.269%
2/11/2026Wealthgarden F.S. LLC8,535$249K0.2%+20.9%0.101%
2/11/2026 Lifestyle Asset Management Inc.20,097$584K0.2%-3.2%0.238%
2/10/2026Florida Financial Advisors LLC6,988$203K0.1%N/A0.083%
2/10/2026Foundations Investment Advisors LLC7,272$211K0.0%N/A0.086%
2/9/2026Kingsview Wealth Management LLC1,592,645$46.28M0.7%+2.0%18.893%
2/9/2026Harbour Investments Inc.23,945$696K0.0%-5.6%0.284%
2/6/2026 Axxcess Wealth Management LLC7,613$221K0.0%N/A0.090%
2/6/2026Global Retirement Partners LLC3,602$105K0.0%-38.1%0.043%
2/6/2026HighTower Advisors LLC250,425$7.28M0.0%-0.6%2.971%
2/5/2026 Aegis Wealth Management Inc.9,703$282K0.2%N/A0.115%
2/5/2026 Soltis Investment Advisors LLC28,414$826K0.1%-92.2%0.337%
2/4/2026World Investment Advisors31,507$916K0.0%+28.5%0.374%
2/4/2026 Peak Wealth Management LLC84,054$2.44M2.0%N/A0.997%
2/3/2026 Encompass More Asset Management46,298$1.35M0.2%+2.0%0.549%
2/3/2026AssuredPartners Investment Advisors LLC13,497$392K0.1%N/A0.160%
2/2/2026Mutual Advisors LLC14,261$414K0.0%+2.5%0.169%
2/2/2026Vantage Point Financial LLC9,517$277K0.1%N/A0.113%
1/29/2026Ashton Thomas Private Wealth LLC74,219$2.16M0.1%+11.2%0.880%
1/29/2026 Concurrent Investment Advisors LLC9,572$278K0.0%N/A0.114%
1/26/2026Merit Financial Group LLC20,817$605K0.0%+5.7%0.247%
1/26/2026AE Wealth Management LLC269,284$7.83M0.0%-4.0%3.194%
1/26/2026CWM LLC223,568$6.50M0.0%+29.6%2.652%
1/23/2026 Farther Finance Advisors LLC44,712$1.30M0.0%+27.8%0.530%
1/23/2026 Optima Capital LLC3,437$100K0.0%N/A0.041%
1/23/2026 Pinnacle Wealth Management Group Inc.10,350$301K0.2%-4.6%0.123%
1/23/2026 Blue Sky Capital Consultants Group Inc.22,965$667K0.3%-1.7%0.272%
1/23/2026 Kelly Financial Group LLC6,885$200K0.0%N/A0.082%
1/22/2026 Triad Wealth Partners LLC123,388$3.59M0.3%+144.2%1.464%
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1/22/2026 Weaver Capital Management LLC57,477$1.67M0.4%+48.3%0.682%
1/21/2026 KFG Wealth Management LLC22,888$665K0.1%+3.8%0.272%
1/20/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors22,611$657K0.0%-40.1%0.268%
1/16/2026 BridgePort Financial Solutions LLC20,506$596K0.2%N/A0.243%
1/16/2026 Keystone Financial Group Inc.63,317$1.84M1.0%-5.2%0.751%
1/15/2026 Brookstone Capital Management85,723$2.49M0.0%-9.7%1.017%
1/14/2026 Accurate Wealth Management LLC12,821$374K0.0%-9.9%0.152%
1/13/2026 CoreCap Advisors LLC4,679$136K0.0%+22.6%0.056%
1/8/2026 Wealth Enhancement Advisory Services LLC7,761$226K0.0%-8.7%0.092%
11/20/2025Centaurus Financial Inc.70,074$2.01M0.1%+6.5%0.831%


JAJL Institutional Ownership - Frequently Asked Questions

During the previous two years, 119 institutional investors and hedge funds held shares of Innovator Equity Defined Protection ETF - 6 Mo Jan/Jul. The most heavily invested institutionals were Kingsview Wealth Management LLC ($46.28M), Osaic Holdings Inc. ($10.80M), AE Wealth Management LLC ($7.83M), HighTower Advisors LLC ($7.28M), CWM LLC ($6.50M), Commonwealth Equity Services LLC ($6.45M), and Rothschild Investment LLC ($6.23M).Learn more on Innovator Equity Defined Protection ETF - 6 Mo Jan/Jul's institutional investors.

Of the 114 institutional investors that purchased Innovator Equity Defined Protection ETF - 6 Mo Jan/Jul's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingsview Wealth Management LLC ($1.61M), Raymond James Financial Inc. ($1.04M), Soltis Investment Advisors LLC ($687.40K), Osaic Holdings Inc. ($306.73K), HighTower Advisors LLC ($259.75K), CWM LLC ($223.57K), and Commonwealth Equity Services LLC ($217.03K).

Institutional investors have bought a total of 1,324,454 shares in the last 24 months. This purchase volume represents approximately $39.26M in transactions.

Of the 28 institutional investors that sold Innovator Equity Defined Protection ETF - 6 Mo Jan/Jul's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Soltis Investment Advisors LLC ($340.88K), Osaic Holdings Inc. ($64.51K), Keystone Financial Group Inc. ($58.18K), Money Concepts Capital Corp ($57.65K), NewEdge Advisors LLC ($26K), Brookstone Capital Management ($21.93K), and C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($15.17K).

Institutional investors have sold a total of 651,634 shares in the last 24 months. This volume of shares sold represents approximately $18.95M in transactions.



Institutional ownership data for BATS:JAJL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/3/2026. New 13F filings are added each quarter as they're published.
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