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Innovator U.S. Equity Buffer ETF - January (BJAN) Institutional Ownership

$51.33 +3.65 (+7.66%)
As of 07/25/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Buffer ETF - January (BATS:BJAN)

Number of
Institutional Buyers
(last 12 months)
67
Total
Institutional Inflows
(last 12 months)
$115.09M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$49.03M
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BJAN Institutional Buying and Selling by Quarter

Innovator U.S. Equity Buffer ETF - January Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/24/2025 IFP Advisors Inc4,007$201K0.0%+36.1%0.065%
7/23/2025 Motiv8 Investments LLC51,349$2.58M1.6%+3.1%0.831%
7/21/2025 Ameritas Advisory Services LLC1,130$57K0.0%N/A0.018%
7/21/2025 DHJJ Financial Advisors Ltd.63,844$3.21M1.2%-0.8%1.033%
7/17/2025 Janney Montgomery Scott LLC101,425$5.09M0.0%+3.6%1.641%
7/16/2025 Kathmere Capital Management LLC6,174$310K0.0%-15.1%0.100%
7/16/2025 Crown Wealth Group LLC89,145$4.48M1.7%-0.5%1.442%
7/15/2025 BCS Wealth Management7,300$367K0.1%-9.5%0.118%
7/14/2025 AdvisorNet Financial Inc9,775$491K0.0%+1,727.1%0.158%
7/14/2025 CRA Financial Services LLC9,949$500K0.1%-5.1%0.161%
7/14/2025 U.S. Capital Wealth Advisors LLC131,161$6.59M0.2%+3.7%2.122%
7/11/2025 Cypress Financial Planning LLC6,428$323K0.1%-7.9%0.104%
7/10/2025 Oliver Lagore Vanvalin Investment Group5,565$260K0.1%N/A0.090%
7/10/2025 Wealth Enhancement Advisory Services LLC170,092$8.60M0.0%+950.2%2.752%
7/8/2025 Gradient Investments LLC27,875$1.40M0.0%N/A0.451%
7/3/2025 City Center Advisors LLC10,558$530K0.6%-6.4%0.171%
5/16/2025Stuart Chaussee & Associates Inc.112,200$5.23M1.3%+2.9%1.810%
5/15/2025OLD Mission Capital LLC12,161$567K0.0%N/A0.196%
5/14/2025CreativeOne Wealth LLC8,631$402K0.0%+21.8%0.137%
5/14/2025Orion Capital Management LLC9,960$464K0.2%-23.9%0.158%
5/14/2025Kestra Advisory Services LLC50,176$2.34M0.0%+28.2%0.796%
5/14/2025M Holdings Securities Inc.10,232$477K0.1%N/A0.162%
5/13/2025Steward Partners Investment Advisory LLC96,419$4.50M0.0%+8,860.9%1.530%
5/13/2025HighTower Advisors LLC165,000$7.69M0.0%+14.0%2.619%
5/12/2025Townsquare Capital LLC16,610$775K0.0%+1.3%0.264%
5/9/2025Annis Gardner Whiting Capital Advisors LLC8,200$382K0.2%N/A0.130%
5/9/2025Commonwealth Equity Services LLC550,190$25.66M0.0%+323.1%8.733%
5/8/2025Collaborative Wealth Managment Inc.13,025$607K0.3%-6.0%0.207%
5/8/2025Arkadios Wealth Advisors16,749$781K0.0%N/A0.266%
5/8/2025FSA Advisors Inc.39,707$1.85M1.5%+18.3%0.630%
5/7/2025Bellwether Advisors LLC38,481$1.79M0.4%-0.6%0.611%
5/7/2025LPL Financial LLC88,325$4.12M0.0%+21.8%1.402%
5/7/2025Bedel Financial Consulting Inc.6,634$309K0.0%-10.2%0.105%
5/6/2025Cetera Investment Advisers151,484$7.06M0.0%+20.9%2.405%
5/6/2025Opes Wealth Management LLC54,995$2.57M0.5%+0.8%0.873%
5/6/2025AE Wealth Management LLC2,557$119K0.0%-17.0%0.041%
5/5/2025Blue Bell Private Wealth Management LLC47,489$2.22M0.4%+89.9%0.754%
5/5/2025 IFP Advisors Inc2,944$137K0.0%+79.1%0.047%
5/2/2025Sigma Planning Corp11,388$531K0.0%-8.3%0.181%
4/30/2025Cerity Partners LLC52,579$2.45M0.0%+7.2%0.835%
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4/30/2025Trek Financial LLC9,411$439K0.0%+34.7%0.149%
4/30/2025Stratos Wealth Advisors LLC13,566$633K0.0%+2.3%0.215%
4/29/2025 U.S. Capital Wealth Advisors LLC126,433$5.90M0.2%-5.6%2.007%
4/29/2025Envestnet Asset Management Inc.77,990$3.64M0.0%+35.9%1.238%
4/29/2025Penserra Capital Management LLC375,899$17.53M0.3%+17.2%5.967%
4/29/2025 Macroview Investment Management LLC27,435$1.28M1.2%N/A0.435%
4/29/2025Strategic Blueprint LLC31,453$1.47M0.1%+107.9%0.499%
4/29/2025Brookstone Capital Management484,754$22.61M0.3%+3,413.5%7.695%
4/29/2025Onyx Bridge Wealth Group LLC133,897$6.24M0.9%N/A2.125%
4/28/2025Weaver Consulting Group4,765$222K0.1%N/A0.076%
4/25/2025 Crown Wealth Group LLC89,582$4.18M2.2%-73.2%1.422%
4/24/2025 Beacon Financial Advisory LLC6,367$297K0.1%-5.7%0.101%
4/24/2025 Motiv8 Investments LLC49,797$2.32M1.5%+13.7%0.790%
4/23/2025Spire Wealth Management16,739$781K0.0%+221.4%0.266%
4/23/2025 Berkshire Money Management Inc.23,582$1.10M0.1%+1.4%0.374%
4/22/2025Cambridge Investment Research Advisors Inc.32,013$1.49M0.0%+13.8%0.508%
4/17/2025Sagespring Wealth Partners LLC5,690$265K0.0%N/A0.089%
4/17/2025 Janney Montgomery Scott LLC97,908$4.57M0.0%N/A1.535%
4/16/2025 Wealth Enhancement Advisory Services LLC16,196$755K0.0%+4.2%0.254%
4/15/2025 Chris Bulman Inc9,530$444K0.3%N/A0.149%
4/15/2025 Focus Financial Network Inc.15,666$731K0.0%+27.0%0.246%
4/15/2025Integral Investment Advisors Inc.248,949$11.61M3.7%+3.4%3.902%
4/14/2025Outlook Wealth Advisors LLC6,087$284K0.1%+43.2%0.095%
4/14/2025 City Center Advisors LLC11,283$526K0.6%+3.6%0.177%
4/10/2025Maltin Wealth Management Inc.74,415$3.47M1.6%-3.1%1.166%
4/9/2025RFG Advisory LLC9,310$434K0.0%-24.1%0.146%
4/9/2025 Cypress Financial Planning LLC6,981$326K0.1%-13.5%0.109%
4/8/2025 Lantz Financial LLC22,660$1.06M0.3%+12.8%0.355%
4/2/2025Marcum Wealth LLC157,366$7.34M0.6%+357.7%2.467%
3/17/2025 Wealth Enhancement Advisory Services LLC15,547$745K0.0%N/A0.246%
3/6/2025Wood Tarver Financial Group LLC4,009$192K0.1%N/A0.065%
2/25/2025 Armis Advisers LLC25,062$1.20M0.1%N/A0.412%
2/18/2025Sunbelt Securities Inc.18,865$904K0.1%-10.3%0.310%
2/18/2025Orion Capital Management LLC13,086$627K0.3%-12.1%0.215%
2/18/2025First Heartland Consultants Inc.4,354$209K0.0%-7.2%0.072%
2/17/2025Snowden Capital Advisors LLC12,055$578K0.0%+2.2%0.198%
2/17/2025CoreCap Advisors LLC30,002$1.44M0.1%-29.5%0.493%
2/17/2025Cetera Investment Advisers125,271$6.01M0.0%+51.1%2.060%
2/17/2025Citadel Advisors LLC7,649$367K0.0%-41.1%0.126%
2/17/2025Chapman Financial Group LLC1,000$48K0.0%N/A0.016%
2/14/2025Beacon Pointe Advisors LLC10,809$518K0.0%+150.2%0.178%
2/14/2025OneDigital Investment Advisors LLC13,079$627K0.0%-31.8%0.215%
2/13/2025First Commonwealth Financial Corp PA42,145$2.02M0.5%-1.3%0.693%
2/13/2025CreativeOne Wealth LLC7,086$340K0.0%N/A0.117%
2/13/2025Barclays PLC791$38K0.0%+359.9%0.013%
2/13/2025SageView Advisory Group LLC4,475$215K0.0%N/A0.074%
2/13/2025Townsquare Capital LLC16,398$786K0.0%-14.3%0.270%
2/13/2025Raymond James Financial Inc.55,564$2.66M0.0%N/A0.914%
2/13/2025Cerity Partners LLC49,034$2.35M0.0%+33.7%0.806%
2/13/2025Trek Financial LLC6,989$335K0.0%-17.5%0.115%
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2/13/2025Envestnet Asset Management Inc.57,367$2.75M0.0%-18.6%0.944%
2/10/2025Valtinson Bruner Financial Planning LLC12,156$583K0.2%+10.3%0.200%
2/10/2025Commonwealth Equity Services LLC130,041$6.24M0.0%-72.3%2.139%
2/7/2025HighTower Advisors LLC144,755$6.94M0.0%-2.1%2.381%
2/7/2025Blue Bell Private Wealth Management LLC25,009$1.20M0.2%-10.8%0.411%
2/6/2025Raymond James Financial Inc.55,564$2.66M0.0%N/A0.914%
2/6/2025Vantage Financial Partners LLC6,502$312K0.1%-16.1%0.107%
2/6/2025Steward Partners Investment Advisory LLC1,076$52K0.0%+341.0%0.018%
2/5/2025SRS Capital Advisors Inc.12,189$584K0.0%+4.0%0.200%
2/5/2025 Crown Wealth Group LLC334,872$16.06M6.5%-1.2%5.508%
(Data available from 1/1/2016 forward)

BJAN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BJAN shares?

During the previous two years, 111 institutional investors and hedge funds held shares of Innovator U.S. Equity Buffer ETF - January. The most heavily invested institutionals were Commonwealth Equity Services LLC ($25.66M), Brookstone Capital Management ($22.61M), Penserra Capital Management LLC ($17.53M), Integral Investment Advisors Inc. ($11.61M), Wealth Enhancement Advisory Services LLC ($8.60M), HighTower Advisors LLC ($7.69M), and Marcum Wealth LLC ($7.34M).Learn more on Innovator U.S. Equity Buffer ETF - January's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity Buffer ETF - January's stock?

Of the 88 institutional investors that purchased Innovator U.S. Equity Buffer ETF - January's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($691.29K), Commonwealth Equity Services LLC ($467.96K), SageView Advisory Group LLC ($375.11K), Crown Wealth Group LLC ($326.06K), Marcum Wealth LLC ($265.33K), Wealth Enhancement Advisory Services LLC ($170.09K), and Cetera Investment Advisers ($164.64K).

How much institutional buying is happening at Innovator U.S. Equity Buffer ETF - January?

Institutional investors have bought a total of 2,444,091 shares in the last 24 months. This purchase volume represents approximately $115.09M in transactions.

Which of Innovator U.S. Equity Buffer ETF - January's major shareholders have been selling company stock?

Of the 47 institutional investors that sold Innovator U.S. Equity Buffer ETF - January's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($350.36K), Crown Wealth Group LLC ($249.73K), Marcum Wealth LLC ($114.46K), Envestnet Asset Management Inc. ($78.67K), U.S. Capital Wealth Advisors LLC ($36.10K), RFG Advisory LLC ($28.16K), and Strategic Blueprint LLC ($26.97K).

How much institutional selling is happening at Innovator U.S. Equity Buffer ETF - January?

Institutional investors have sold a total of 1,041,906 shares in the last 24 months. This volume of shares sold represents approximately $49.03M in transactions.



This page (BATS:BJAN) was last updated on 7/27/2025 by MarketBeat.com Staff
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