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Innovator Equity Defined Protection ETF - 2 Yr to January 2028

40 hedge funds and large institutions have $19.6M invested in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

5% more funds holding

Funds holding: 3840 (+2)

1% less capital invested

Capital invested by funds: $19.9M → $19.6M (-$292K)

5.95% less ownership

Funds ownership: 50.89%44.94% (-5.9%)

Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
12
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$2.14M +$93.8K +3,361 +5%
Osaic Holdings
2
Osaic Holdings
Arizona
$1.6M +$188K +6,725 +13%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.36M +$971K +34,806 +240%
MML Investors Services
4
MML Investors Services
Massachusetts
$1.1M +$708K +25,379 +176%
KWM
5
KFG Wealth Management
Indiana
$971K -$7.59K -272 -0.8%
Raymond James Financial
6
Raymond James Financial
Florida
$823K +$830K +29,758 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$701K +$38.7K +1,389 +6%
MA
8
Mutual Advisors
Nebraska
$680K -$581K -20,821 -46%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$667K
HighTower Advisors
10
HighTower Advisors
Illinois
$650K -$418 -15 -0.1%
BWM
11
Bernard Wealth Management
Michigan
$636K
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$607K -$32K -1,148 -5%
KAS
13
Kestra Advisory Services
Texas
$593K -$8.81K -316 -1%
Creative Planning
14
Creative Planning
Kansas
$569K +$574K +20,576 New
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$568K
CA
16
CoreCap Advisors
Michigan
$555K
BW
17
Balance Wealth
Ohio
$531K
Jane Street
18
Jane Street
New York
$461K +$465K +16,666 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$449K +$3.35K +120 +0.7%
MAM
20
Milestone Asset Management
Pennsylvania
$423K +$141K +5,040 +49%
BCM
21
Brookstone Capital Management
Illinois
$415K +$7.84K +281 +2%
LPL Financial
22
LPL Financial
California
$364K +$30.3K +1,086 +9%
TWM
23
Tradition Wealth Management
Minnesota
$329K +$332K +11,903 New
BFS
24
BridgePort Financial Solutions
Iowa
$313K +$25.6K +919 +9%
FFA
25
Fragasso Financial Advisors
Pennsylvania
$296K +$298K +10,683 New

AJAN Hedge Fund Activity: Q1 2026 in Review

40 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) for Q1 2026, worth a combined $19.6M — down 1.5% from $19.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new AJAN positions and 5 closed out — a net gain of 4 holders — while 12 added to existing stakes and 10 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $971K. The largest seller was Lake Street Private Wealth, exiting entirely with an estimated $1.53M sold.

  • 40 institutional investors held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) as of Q1 2026, up from 38 in Q4 2025.
  • Funds reported $19.6M of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 stock for Q1 2026, down 1.5% quarter-over-quarter.
  • 9 funds opened new Innovator Equity Defined Protection ETF - 2 Yr to January 2028 positions in Q1 2026 and 5 closed out, a net change of +4 holders.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to January 2028 buyer in Q1 2026 was Susquehanna International Group, an estimated $971K added.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to January 2028 seller in Q1 2026 was Lake Street Private Wealth, an estimated $1.53M sold.

Based on aggregated 13F filings for Q1 2026.