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

$60.43 -0.01 (-0.02%)
As of 04:10 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)
49
Total
Institutional Inflows
(last 12 months)
$94.76M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$67.55M
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BJAN Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2026 Integral Investment Advisors Inc.271,186$15.97M3.5%+2.0%4.388%
7/7/2026 City Center Advisors LLC14,380$847K0.7%-1.5%0.233%
5/19/2026Centaurus Financial Inc.5,928$316K0.0%+12.1%0.096%
5/19/2026 Arkadios Wealth Advisors23,919$1.28M0.0%N/A0.387%
5/18/2026Sunbelt Securities Inc.9,014$481K0.0%N/A0.146%
5/16/2026 IMG Wealth Management Inc.4,799$256K0.2%N/A0.078%
5/14/2026 Lido Advisors LLC107,920$5.76M0.0%-0.2%1.746%
5/13/2026 Cetera Investment Advisers142,534$7.60M0.0%+6.9%2.306%
5/6/2026FSA Advisors Inc.38,514$2.05M1.4%-2.4%0.623%
5/4/2026 Chicago Partners Investment Group LLC13,814$786K0.0%+13.4%0.224%
4/30/2026 Kestra Advisory Services LLC42,451$2.26M0.0%+23.9%0.687%
4/30/2026 Personal CFO Solutions LLC234,460$12.50M1.8%N/A3.794%
4/28/2026 Integral Investment Advisors Inc.265,894$14.18M3.5%+1.1%4.302%
4/27/2026World Investment Advisors20,915$1.12M0.0%+2.0%0.338%
4/22/2026 Janney Montgomery Scott LLC95,825$5.11M0.0%-2.0%1.551%
4/22/2026 Onyx Bridge Wealth Group LLC11,259$600K0.1%-6.7%0.182%
4/22/2026 My Personal CFO LLC42,035$2.24M1.0%+0.4%0.680%
4/22/2026 Lewis Asset Management LLC8,263$441K0.2%+30.6%0.134%
4/21/2026 Crown Wealth Group LLC89,474$4.77M1.4%-0.9%1.448%
4/21/2026 Maltin Wealth Management Inc.84,977$4.53M1.7%+2.0%1.375%
4/20/2026 RFG Advisory LLC5,081$271K0.0%+7.1%0.082%
4/18/2026 BCS Wealth Management6,197$330K0.1%-48.0%0.100%
4/17/2026 Brookstone Capital Management632,517$33.73M0.4%+2,019.4%10.235%
4/16/2026 Ballast Rock Private Wealth LLC10,946$584K0.3%+127.7%0.177%
4/16/2026 Triad Wealth Partners LLC11,143$594K0.0%N/A0.180%
3/13/2026World Investment Advisors20,497$1.13M0.0%+406.1%0.332%
2/19/2026 BFI Wealth Solutions LLC14,514$799K0.8%N/A0.235%
2/18/2026 First Commonwealth Financial Corp PA 40,720$2.24M0.4%-3.0%0.659%
2/18/2026Beacon Pointe Advisors LLC12,230$673K0.0%+2.5%0.198%
2/17/2026 Cetera Investment Advisers133,317$7.34M0.0%-3.0%2.157%
2/17/2026Osaic Holdings Inc.123,444$6.80M0.0%-2.1%1.997%
2/17/2026 Beacon Financial Advisory LLC5,952$328K0.1%-5.0%0.096%
2/16/2026 MML Investors Services LLC14,203$782K0.0%-47.4%0.230%
2/16/2026Motiv8 Investments LLC35,622$1.96M1.1%-29.3%0.576%
2/16/2026 Arax Advisory Partners11,250$619K0.0%N/A0.182%
2/13/2026 Kestra Advisory Services LLC34,271$1.89M0.0%-5.8%0.555%
2/13/2026Ausdal Financial Partners Inc.3,726$205K0.0%N/A0.060%
2/12/2026 TopTier Wealth Management LLC6,531$360K0.2%N/A0.106%
2/12/2026 Commonwealth Equity Services LLC254,600$14.02M0.0%-6.3%4.120%
2/12/2026Steward Partners Investment Advisory LLC88,727$4.89M0.0%-8.6%1.436%
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2/12/2026 WealthPLAN Partners LLC4,349$239K0.0%-43.1%0.070%
2/11/2026 Janney Montgomery Scott LLC97,763$5.38M0.0%-4.2%1.582%
2/11/2026 GWN Securities Inc.30,289$1.67M0.3%+225.6%0.490%
2/11/2026 Outlook Wealth Advisors LLC4,189$231K0.1%-20.5%0.068%
2/11/2026Cerity Partners LLC58,693$3.23M0.0%+7.4%0.950%
2/11/2026 LPL Financial LLC103,129$5.68M0.0%+1.7%1.669%
2/11/2026 Parallel Advisors LLC4,557$251K0.0%N/A0.074%
2/10/2026 Lido Advisors LLC108,100$5.95M0.0%N/A1.749%
2/10/2026COFG Advisors LLC384,672$21.18M5.2%N/A6.224%
2/10/2026 Weaver Consulting Group19,383$1.07M0.3%+1.8%0.314%
2/9/2026 Collaborative Wealth Managment Inc.9,301$512K0.2%-21.9%0.151%
2/9/2026 Blue Bell Private Wealth Management LLC39,783$2.19M0.3%-13.3%0.644%
2/9/2026 Harbour Investments Inc.530$29K0.0%-94.8%0.009%
2/6/2026 Integral Investment Advisors Inc.262,967$14.48M3.6%+4.8%4.255%
2/6/2026 HighTower Advisors LLC158,999$8.75M0.0%-3.0%2.573%
2/5/2026 WealthPlan Investment Management LLC9,586$528K0.0%-40.6%0.155%
2/4/2026World Investment Advisors20,497$1.13M0.0%+406.1%0.332%
2/4/2026 Ballast Rock Private Wealth LLC4,808$265K0.2%N/A0.078%
2/3/2026 Foronjy Financial LLC10,806$595K0.2%+65.7%0.175%
2/2/2026 Truist Financial Corp45,067$2.48M0.0%-3.1%0.729%
2/2/2026FSA Advisors Inc.39,457$2.17M0.4%+0.8%0.638%
2/2/2026 AlphaStar Capital Management LLC6,742$371K0.0%N/A0.109%
2/2/2026Opes Wealth Management LLC58,283$3.21M0.5%+3.1%0.943%
1/30/2026 Strategic Blueprint LLC8,400$462K0.0%-76.6%0.136%
1/28/2026 Crown Wealth Group LLC90,317$4.97M1.4%-1.6%1.461%
1/27/2026 Berkshire Money Management Inc.23,219$1.28M0.1%-1.5%0.376%
1/26/2026 Merit Financial Group LLC10,301$567K0.0%N/A0.167%
1/26/2026 BCS Wealth Management11,910$656K0.1%+63.2%0.193%
1/23/2026 Pinnacle Wealth Management Group Inc.4,950$273K0.1%-10.8%0.080%
1/23/2026U.S. Capital Wealth Advisors LLC131,788$7.26M0.2%+0.4%2.132%
1/23/2026 DHJJ Financial Advisors Ltd.61,998$3.41M1.1%-2.3%1.003%
1/20/2026 Secure Asset Management LLC5,598$308K0.0%-11.8%0.091%
1/20/2026 Stratos Wealth Advisors LLC13,256$730K0.0%-2.3%0.214%
1/16/2026 CRA Financial Services LLC8,450$465K0.1%-13.3%0.137%
1/15/2026 Maltin Wealth Management Inc.83,328$4.59M1.8%-0.4%1.348%
1/15/2026 My Personal CFO LLC41,858$2.30M1.0%N/A0.677%
1/15/2026 Brookstone Capital Management29,844$1.64M0.0%+6.7%0.483%
1/14/2026 Lantz Financial LLC25,427$1.40M0.3%+13.2%0.411%
1/14/2026 Spire Wealth Management14,467$796K0.0%-11.8%0.234%
1/14/2026 Cypress Financial Planning LLC3,709$204K0.1%-41.3%0.060%
1/14/2026 Chris Bulman Inc4,263$235K0.1%N/A0.069%
1/13/2026 CoreCap Advisors LLC28,973$1.60M0.1%+1.0%0.469%
1/8/2026 Wealth Enhancement Advisory Services LLC48,010$2.67M0.0%-2.1%0.777%
1/5/2026 City Center Advisors LLC14,467$796K0.7%+4.7%0.234%
1/1/2026 JPMorgan Chase & Co.9,046$480K0.0%N/A0.146%
11/19/2025 First Commonwealth Financial Corp PA41,976$2.23M0.4%-1.7%0.679%
11/17/2025Susquehanna International Group LLP45,360$2.41M0.0%N/A0.734%
11/17/2025Citadel Advisors LLC10,204$541K0.0%-39.1%0.165%
11/14/2025Raymond James Financial Inc.61,433$3.26M0.0%+21.3%0.994%
11/13/2025CreativeOne Wealth LLC8,247$437K0.0%-3.9%0.133%
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11/12/2025 Chapman Financial Group LLC700$37K0.0%-30.0%0.011%
11/12/2025FSA Advisors Inc.39,154$2.08M1.6%-1.6%0.634%
11/12/2025 Weaver Consulting Group19,033$1.01M0.3%-1.1%0.308%
11/10/2025 OneDigital Investment Advisors LLC7,872$417K0.0%-31.3%0.127%
11/7/2025 Collaborative Wealth Managment Inc.11,912$632K0.3%-8.5%0.193%
11/7/2025 JPMorgan Chase & Co.9,046$480K0.0%N/A0.146%
11/7/2025 HighTower Advisors LLC163,936$8.69M0.0%-0.4%2.653%
11/6/2025 Onyx Bridge Wealth Group LLC12,062$639K0.1%-87.2%0.195%
11/5/2025 Envestnet Asset Management Inc.68,192$3.62M0.0%-9.7%1.103%
11/4/2025Penserra Capital Management LLC351,581$18.64M0.2%+1.2%5.689%


BJAN Institutional Ownership - Frequently Asked Questions

During the previous two years, 119 institutional investors and hedge funds held shares of Innovator U.S. Equity Buffer ETF - January. The most heavily invested institutionals were Brookstone Capital Management ($33.73M), COFG Advisors LLC ($21.18M), Penserra Capital Management LLC ($18.64M), Integral Investment Advisors Inc. ($15.97M), Commonwealth Equity Services LLC ($14.02M), Personal CFO Solutions LLC ($12.50M), and HighTower Advisors LLC ($8.75M).Learn more on Innovator U.S. Equity Buffer ETF - January's institutional investors.

Of the 95 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 ($1.11M), Commonwealth Equity Services LLC ($420.15K), COFG Advisors LLC ($384.67K), Personal CFO Solutions LLC ($234.46K), Wealth Enhancement Advisory Services LLC ($170.09K), Onyx Bridge Wealth Group LLC ($133.90K), and Seros Financial LLC ($124.48K).

Institutional investors have bought a total of 1,755,975 shares in the last 24 months. This purchase volume represents approximately $94.76M in transactions.

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: Brookstone Capital Management ($484.69K), Commonwealth Equity Services LLC ($400.37K), Wealth Enhancement Advisory Services LLC ($122.08K), Onyx Bridge Wealth Group LLC ($83.10K), Strategic Blueprint LLC ($27.73K), Centaurus Financial Inc. ($17.95K), and Motiv8 Investments LLC ($14.74K).

Institutional investors have sold a total of 1,269,594 shares in the last 24 months. This volume of shares sold represents approximately $67.55M in transactions.


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Institutional ownership data for BATS:BJAN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/7/2026. New 13F filings are added each quarter as they're published.
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