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

$51.74 +4.06 (+8.52%)
As of 08/15/2025 03:55 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)
$116.23M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$50.95M
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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
8/15/2025Chapman Financial Group LLC1,000$50K0.0%N/A0.016%
8/15/2025 MML Investors Services LLC27,091$1.36M0.0%-2.4%0.438%
8/14/2025 Raymond James Financial Inc.50,650$2.54M0.0%-13.8%0.820%
8/14/2025 Cerity Partners LLC55,073$2.77M0.0%+4.7%0.891%
8/13/2025 M Holdings Securities Inc.13,404$673K0.1%+31.0%0.217%
8/13/2025 Trek Financial LLC8,411$422K0.0%-10.6%0.136%
8/13/2025 Beacon Pointe Advisors LLC13,667$686K0.0%-3.2%0.221%
8/12/2025 Steward Partners Investment Advisory LLC97,227$4.88M0.0%+0.8%1.573%
8/12/2025 Weaver Consulting Group19,248$967K0.3%+303.9%0.311%
8/11/2025 Outlook Wealth Advisors LLC5,269$265K0.1%-13.4%0.085%
8/8/2025 Cetera Investment Advisers147,806$7.42M0.0%-2.4%2.392%
8/6/2025 AE Wealth Management LLC1,866$94K0.0%-27.0%0.030%
8/6/2025 Penserra Capital Management LLC347,381$17.45M0.2%-7.6%5.621%
8/6/2025 Maltin Wealth Management Inc.83,628$4.20M1.9%+12.4%1.353%
8/6/2025 Valtinson Bruner Financial Planning LLC12,944$650K0.2%+5.6%0.209%
8/5/2025 Sigma Planning Corp10,565$531K0.0%-7.2%0.171%
8/4/2025 Spire Wealth Management16,470$827K0.0%-1.6%0.267%
8/4/2025 Arkadios Wealth Advisors17,145$861K0.0%+2.4%0.277%
8/4/2025 World Investment Advisors4,050$203K0.0%N/A0.066%
8/1/2025 Stuart Chaussee & Associates Inc.113,130$5.68M1.3%+0.8%1.831%
8/1/2025 GWN Securities Inc.4,525$228K0.0%-88.3%0.073%
8/1/2025 Envestnet Asset Management Inc.75,523$3.79M0.0%-3.2%1.222%
7/31/2025 Whipplewood Advisors LLC1,180$59K0.0%+138.4%0.019%
7/31/2025 Opes Wealth Management LLC56,408$2.83M0.5%+2.6%0.913%
7/30/2025 Strategic Blueprint LLC36,134$1.82M0.1%+14.9%0.585%
7/30/2025 Onyx Bridge Wealth Group LLC94,354$4.74M0.6%-29.5%1.527%
7/30/2025 Brookstone Capital Management512,656$25.75M0.3%+5.8%8.295%
7/28/2025 Mutual Advisors LLC3,926$201K0.0%N/A0.064%
7/28/2025 RFG Advisory LLC4,743$238K0.0%-49.1%0.077%
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%
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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%
5/16/2025 Stuart Chaussee & Associates Inc.112,200$5.23M1.3%+2.9%1.810%
5/15/2025 OLD Mission Capital LLC12,161$567K0.0%N/A0.196%
5/14/2025 CreativeOne Wealth LLC8,631$402K0.0%+21.8%0.137%
5/14/2025 Orion Capital Management LLC9,960$464K0.2%-23.9%0.158%
5/14/2025Kestra Advisory Services LLC50,176$2.34M0.0%+28.2%0.796%
5/14/2025 M Holdings Securities Inc.10,232$477K0.1%N/A0.162%
5/13/2025 Steward Partners Investment Advisory LLC96,419$4.50M0.0%+8,860.9%1.530%
5/13/2025 HighTower Advisors LLC165,000$7.69M0.0%+14.0%2.619%
5/12/2025 Townsquare Capital LLC16,610$775K0.0%+1.3%0.264%
5/9/2025 Annis Gardner Whiting Capital Advisors LLC8,200$382K0.2%N/A0.130%
5/9/2025 Commonwealth Equity Services LLC550,190$25.66M0.0%+323.1%8.733%
5/8/2025 Collaborative Wealth Managment Inc.13,025$607K0.3%-6.0%0.207%
5/8/2025 Arkadios Wealth Advisors16,749$781K0.0%N/A0.266%
5/8/2025 FSA Advisors Inc.39,707$1.85M1.5%+18.3%0.630%
5/7/2025 Bellwether Advisors LLC38,481$1.79M0.4%-0.6%0.611%
5/7/2025 LPL Financial LLC88,325$4.12M0.0%+21.8%1.402%
5/7/2025 Bedel Financial Consulting Inc.6,634$309K0.0%-10.2%0.105%
5/6/2025 Cetera Investment Advisers151,484$7.06M0.0%+20.9%2.405%
5/6/2025 Opes Wealth Management LLC54,995$2.57M0.5%+0.8%0.873%
5/6/2025 AE Wealth Management LLC2,557$119K0.0%-17.0%0.041%
5/5/2025 Blue 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%
5/2/2025 Sigma Planning Corp11,388$531K0.0%-8.3%0.181%
4/30/2025 Cerity Partners LLC52,579$2.45M0.0%+7.2%0.835%
4/30/2025 Trek Financial LLC9,411$439K0.0%+34.7%0.149%
4/30/2025 Stratos 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%
4/29/2025 Envestnet Asset Management Inc.77,990$3.64M0.0%+35.9%1.238%
4/29/2025 Penserra 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%
4/29/2025 Strategic Blueprint LLC31,453$1.47M0.1%+107.9%0.499%
4/29/2025 Brookstone Capital Management484,754$22.61M0.3%+3,413.5%7.695%
4/29/2025 Onyx Bridge Wealth Group LLC133,897$6.24M0.9%N/A2.125%
4/28/2025 Weaver 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%
4/23/2025 Spire 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%
4/22/2025 Cambridge Investment Research Advisors Inc.32,013$1.49M0.0%+13.8%0.508%
4/17/2025 Sagespring 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%
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4/15/2025 Integral Investment Advisors Inc.248,949$11.61M3.7%+3.4%3.902%
4/14/2025 Outlook Wealth Advisors LLC6,087$284K0.1%+43.2%0.095%
4/14/2025 City Center Advisors LLC11,283$526K0.6%+3.6%0.177%
4/10/2025 Maltin Wealth Management Inc.74,415$3.47M1.6%-3.1%1.166%
4/9/2025 RFG 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%
3/6/2025 Wood Tarver Financial Group LLC4,009$192K0.1%N/A0.065%
(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 Brookstone Capital Management ($25.75M), Commonwealth Equity Services LLC ($25.66M), Penserra Capital Management LLC ($17.45M), Integral Investment Advisors Inc. ($11.61M), Wealth Enhancement Advisory Services LLC ($8.60M), HighTower Advisors LLC ($7.69M), and Cetera Investment Advisers ($7.42M).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 ($719.19K), 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 2,461,036 shares in the last 24 months. This purchase volume represents approximately $116.23M in transactions.

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

Of the 54 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 ($338.72K), Crown Wealth Group LLC ($249.73K), Marcum Wealth LLC ($114.46K), Onyx Bridge Wealth Group LLC ($39.54K), U.S. Capital Wealth Advisors LLC ($36.10K), GWN Securities Inc. ($34.20K), and RFG Advisory LLC ($32.73K).

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

Institutional investors have sold a total of 1,070,397 shares in the last 24 months. This volume of shares sold represents approximately $50.95M in transactions.



This page (BATS:BJAN) was last updated on 8/16/2025 by MarketBeat.com Staff
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