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

$43.53
+0.01 (+0.02%)
(As of 05/8/2024 ET)

Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Buffer ETF - January (BATS:BJAN)

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$64.30M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$17.28M
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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
5/2/2024 Vantage Financial Partners LLC11,951$520K0.1%+44.7%0.198%
5/2/2024 Crown Wealth Group LLC322,745$14.05M7.2%+9.4%5.352%
5/1/2024 Janney Montgomery Scott LLC105,418$4.59M0.0%+0.4%1.748%
4/30/2024 Valtinson Bruner Financial Planning LLC11,025$480K0.2%-12.6%0.183%
4/29/2024Commonwealth Equity Services LLC485,853$21.15M0.0%+10.9%8.057%
4/25/2024 Cambridge Investment Research Advisors Inc.44,304$1.93M0.0%+36.7%0.735%
4/24/2024 Pinnacle Wealth Management Group Inc.11,850$516K0.4%-7.8%0.197%
4/24/2024 Blue Bell Private Wealth Management LLC28,892$1.26M0.3%+1.6%0.479%
4/23/2024 Nations Financial Group Inc. IA ADV12,737$555K0.0%+24.2%0.211%
4/23/2024 Sugarloaf Wealth Management LLC3,500$152K0.0%-18.6%0.058%
4/23/2024 Strategic Blueprint LLC40,753$1.77M0.1%+10.2%0.676%
4/23/2024 Raymond James Financial Services Advisors Inc.63,916$2.78M0.0%+46.5%1.060%
4/19/2024 KFG Wealth Management LLC4,703$205K0.1%N/A0.078%
4/16/2024Kathmere Capital Management LLC22,477$979K0.1%-6.4%0.373%
4/16/2024 Maltin Wealth Management Inc.85,686$3.73M2.1%+12.9%2.040%
4/15/2024 Brookstone Capital Management216,195$9.41M0.2%N/A5.148%
4/11/2024 RFG Advisory LLC40,689$1.77M0.1%+384.9%0.969%
4/10/2024 Marcum Wealth LLC147,814$6.44M0.7%+2,176.5%3.519%
4/10/2024 BCS Wealth Management8,408$366K0.1%N/A0.200%
4/10/2024 Lantz Financial LLC21,198$923K0.3%+2.7%0.505%
3/6/2024SageView Advisory Group LLC123,546$5.05M0.2%N/A2.942%
2/16/2024SageView Advisory Group LLC123,546$5.05M0.2%N/A2.942%
2/16/2024Wealthquest Corp11,914$487K0.1%-10.8%0.284%
2/16/2024 PCA Investment Advisory Services Inc.4,928$201K0.1%N/A0.117%
2/14/2024Waterloo Capital L.P.5,350$219K0.0%N/A0.127%
2/12/2024 Schulz Wealth LTD.31,710$1.30M1.2%N/A0.755%
2/12/2024Focus Financial Network Inc. ADV8,974$367K0.0%N/A0.214%
2/9/2024SageView Advisory Group LLC123,546$5.05M0.2%N/A2.942%
2/9/2024 Cambridge Investment Research Advisors Inc.32,420$1.33M0.0%-6.9%0.772%
2/8/2024 Bedel Financial Consulting Inc.7,904$323K0.1%-19.1%0.188%
2/7/2024Collaborative Wealth Managment Inc.21,234$868K0.5%-3.2%0.506%
2/7/2024Principal Securities Inc.884$36K0.0%N/A0.021%
2/6/2024 Lincoln National Corp18,041$737K0.0%+112.3%0.430%
2/6/2024 Spire Wealth Management5,208$215K0.0%+42.7%0.124%
2/6/2024U.S. Capital Wealth Advisors LLC121,238$4.95M0.2%+102.6%2.887%
2/2/2024Truist Financial Corp38,457$1.57M0.0%-7.6%0.916%
2/1/2024 Sigma Planning Corp5,850$239K0.0%-21.5%0.139%
2/1/2024 CRA Financial Services LLC13,659$558K0.1%-4.5%0.325%
1/31/2024 Opes Wealth Management LLC58,545$2.39M0.6%+0.8%1.394%
1/31/2024 Integral Investment Advisors Inc.174,490$7.13M4.5%-1.9%4.155%
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1/30/2024 DHJJ Financial Advisors Ltd.72,783$2.97M1.4%-7.1%1.733%
1/26/2024Cerity Partners LLC18,690$764K0.0%+5.7%0.445%
1/25/2024 RFG Advisory LLC8,392$343K0.0%-7.1%0.200%
1/25/2024 Strategic Blueprint LLC36,972$1.51M0.1%-39.6%0.880%
1/25/2024 Blue Bell Private Wealth Management LLC28,440$1.16M0.3%-2.1%0.677%
1/24/2024 Stratos Wealth Advisors LLC14,984$612K0.0%-2.7%0.357%
1/23/2024 Crown Wealth Group LLC294,899$12.05M7.3%N/A7.021%
1/23/2024 Lewis Asset Management LLC5,926$242K0.2%N/A0.141%
1/23/2024 My Personal CFO LLC37,340$1.53M1.0%+13.3%0.889%
1/19/2024 AdvisorNet Financial Inc1,110$45K0.0%-45.0%0.026%
1/16/2024 Raymond James Financial Services Advisors Inc.43,630$1.78M0.0%+9.2%1.039%
1/16/2024CoreCap Advisors LLC30,766$1.26M0.1%-3.8%0.733%
11/16/2023Orion Capital Management LLC16,295$599K0.4%-6.3%0.388%
11/16/2023Harbour Investments Inc.6,495$239K0.0%+24.6%0.155%
11/16/2023Penserra Capital Management LLC128,541$4.72M0.1%+43.5%3.061%
11/13/2023Kestra Advisory Services LLC31,797$1.17M0.0%+5.5%0.757%
11/8/2023 HighTower Advisors LLC124,499$4.58M0.0%+0.3%2.964%
11/8/2023 Janney Montgomery Scott LLC105,150$3.86M0.0%-4.5%2.504%
11/6/2023 Sigma Planning Corp7,449$274K0.0%-12.0%0.177%
11/6/2023 Lincoln National Corp8,497$312K0.0%-9.1%0.202%
11/3/2023 Opes Wealth Management LLC58,090$2.13M0.6%+3.2%1.383%
11/2/2023 Vantage Financial Partners LLC8,785$323K0.1%-7.6%0.209%
10/30/2023 Blue Bell Private Wealth Management LLC29,042$1.07M0.3%-6.6%0.691%
10/26/2023 Chicago Partners Investment Group LLC12,186$441K0.0%-24.8%0.290%
10/24/2023 Valtinson Bruner Financial Planning LLC12,646$465K0.3%-2.3%0.301%
10/24/2023 Raymond James Financial Services Advisors Inc.39,940$1.47M0.0%+6.2%0.951%
10/24/2023 Cambridge Investment Research Advisors Inc.34,827$1.28M0.0%-11.5%0.829%
10/23/2023Commonwealth Equity Services LLC402,826$14.80M0.0%-3.7%9.591%
10/20/2023U.S. Capital Wealth Advisors LLC59,847$2.20M0.1%-3.8%1.425%
10/17/2023Berkshire Money Management Inc.23,470$862K0.1%-84.7%0.559%
10/13/2023 CRA Financial Services LLC14,309$526K0.1%-4.3%0.341%
10/12/2023IFP Advisors Inc11,487$422K0.0%+9.5%0.274%
10/11/2023AE Wealth Management LLC5,862$215K0.0%N/A0.140%
10/10/2023 DHJJ Financial Advisors Ltd.78,385$2.88M1.3%-4.3%1.866%
10/10/2023 Outlook Wealth Advisors LLC6,247$230K0.1%-25.6%0.149%
10/5/2023 Integral Investment Advisors Inc.177,838$6.53M4.6%-2.5%4.234%
8/16/2023 PCA Investment Advisory Services Inc.4,928$186K0.1%-14.1%0.117%
8/11/2023Visionary Wealth Advisors5,447$205K0.0%-8.4%0.130%
8/11/2023Kestra Advisory Services LLC30,138$1.14M0.0%-13.8%0.718%
8/11/2023Penserra Capital Management LLC89,553$3.38M0.1%+6.3%2.132%
8/10/2023Osaic Holdings Inc.133,204$5.02M0.0%-3.3%3.172%
8/10/2023 Integral Investment Advisors Inc.182,424$6.88M4.6%-2.1%4.343%
8/10/2023Joseph Group Capital Management2,595$98K0.1%+13.0%0.062%
8/10/2023Commonwealth Equity Services LLC418,245$15.78M0.0%-2.9%9.958%
8/10/2023Cetera Advisors LLC26,692$1.01M0.0%+1.8%0.636%
8/10/2023Cetera Investment Advisers7,365$278K0.0%-10.1%0.175%
8/8/2023 Blue Bell Private Wealth Management LLC31,098$1.17M0.3%+52.6%0.740%
8/8/2023 Chicago Partners Investment Group LLC16,201$618K0.0%-15.8%0.386%
8/4/2023Envestnet Asset Management Inc.71,539$2.70M0.0%+16.3%1.703%
8/4/2023U.S. Capital Wealth Advisors LLC62,232$2.35M0.1%N/A1.482%
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8/4/2023IFP Advisors Inc10,489$265K0.0%-21.1%0.208%
8/3/2023Atria Wealth Solutions Inc.12,124$457K0.0%+21.3%0.240%
8/3/2023 Maltin Wealth Management Inc.75,909$2.86M0.5%-0.5%1.503%
8/3/2023 RFG Advisory LLC8,795$332K0.0%N/A0.174%
8/3/2023 Opes Wealth Management LLC56,290$2.12M0.6%+6.6%1.115%
8/2/2023 Sigma Planning Corp8,463$319K0.0%-25.8%0.168%
8/1/2023Truist Financial Corp47,670$1.80M0.0%-1.3%0.944%
7/28/2023 DHJJ Financial Advisors Ltd.81,899$3.09M1.6%-1.4%1.622%
7/26/2023 Janney Montgomery Scott LLC110,160$4.16M0.0%-3.3%2.181%
7/25/2023 Raymond James Financial Services Advisors Inc.37,608$1.42M0.0%-1.2%0.745%
(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, 76 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 ($21.15M), Crown Wealth Group LLC ($14.05M), Brookstone Capital Management ($9.41M), MGO One Seven LLC ($7.45M), Integral Investment Advisors Inc. ($7.13M), Marcum Wealth LLC ($6.44M), and SageView Advisory Group LLC ($5.05M).Learn more on BJAN's institutional investors.

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

Of the 59 institutional investors that purchased Innovator U.S. Equity Buffer ETF - January stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: SageView Advisory Group LLC ($370.64K), Crown Wealth Group LLC ($322.75K), Brookstone Capital Management ($218.45K), MGO One Seven LLC ($211.78K), Marcum Wealth LLC ($145.38K), U.S. Capital Wealth Advisors LLC ($123.62K), and Wealthquest Corp ($117.48K).

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

Institutional investors have bought a total of 2,421,103 shares in the last 24 months. This purchase volume represents approximately $93.80M in transactions.

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

Of the 48 institutional investors that sold Innovator U.S. Equity Buffer ETF - January stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sunbelt Securities Inc. ($182.93K), Marcum Wealth LLC ($158.78K), Berkshire Money Management Inc. ($131.44K), Strategic Blueprint LLC ($79.53K), OLD Mission Capital LLC ($67.26K), Advisor Group Holdings Inc. ($42.42K), and Commonwealth Equity Services LLC ($28.08K).

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

Institutional investors have sold a total of 868,782 shares in the last 24 months. This volume of shares sold represents approximately $30.50M in transactions.


This page (BATS:BJAN) was last updated on 5/9/2024 by MarketBeat.com Staff

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