AJAN — INNOVATOR EQUITY DEFINED PROTE
As of Q2 2026, 2 SEC-registered investment managers reported holding AJAN (INNOVATOR EQUITY DEFINED PROTE) in their latest 13F filings, with a combined reported value of $41.24K across 1.46K shares. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 1.37K | $38.89K | 0.00% | New |
| UBS Group AG history | 83 | $2.35K | 0.00% | New |
Q4 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 8.58K | $238.95K | 0.00% | Add |
| UBS Group AG history | 883 | $24.59K | 0.00% | Reduce |
Q3 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 7.91K | $217.58K | 0.00% | Add |
| JPMorgan Chase & Co history | 5.77K | $158.58K | 0.00% | New |
Q2 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 7.57K | $204.47K | 0.00% | Reduce |
| UBS Group AG history | 4.12K | $111.20K | 0.00% | Add |
Q1 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 10.75K | $282.71K | 0.00% | New |
| UBS Group AG history | 106 | $2.79K | 0.00% | New |
Q3 2024 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 2.56K | $66.92K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 1.37K sh · $38.89K
- UBS Group AG 83 sh · $2.35K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 4 funds)
| Fund | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|
| JPMorgan Chase & Co | 1.37K | 8.58K | 5.77K | — | — | — | — | — |
| UBS Group AG | 83 | 883 | 7.91K | 4.12K | 106 | 2.56K | 2.49K | — |
| Citadel Advisors | — | — | — | — | — | — | — | 8.24K |
| Goldman Sachs Group | — | — | — | 7.57K | 10.75K | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details