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

$45.21

+0.30 (+0.67%)

(As of 07/26/2024 ET)

Number of Institutional Buyers (last 12 months): 44
Total Institutional Inflows (last 12 months): $68.75M

Number of Institutional Sellers (last 12 months): 39
Total Institutional Outflows (last 12 months): $20.49M

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BJAN Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Crown Wealth Group LLC	326,057	$14.71M	7.3%	+1.0%	5.363%
7/26/2024	Harbour Investments Inc.	10,188	$459K	0.0%	-5.3%	0.168%
7/26/2024	Cambridge Investment Research Advisors Inc.	33,491	$1.51M	0.0%	-24.4%	0.551%
7/18/2024	Brookstone Capital Management	9,661	$441K	0.0%	-95.5%	0.159%
7/18/2024	Triad Wealth Partners LLC	2,136	$96K	0.1%	N/A	0.035%
7/17/2024	Cypress Financial Planning LLC	5,991	$270K	0.1%	-3.8%	0.099%
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7/15/2024	RFG Advisory LLC	37,604	$1.70M	0.1%	-7.6%	0.618%
7/12/2024	Maltin Wealth Management Inc.	84,845	$3.83M	2.1%	-1.0%	1.395%
7/12/2024	CRA Financial Services LLC	13,159	$593K	0.1%	-3.7%	0.216%
7/12/2024	DHJJ Financial Advisors Ltd.	72,482	$3.27M	1.4%	-0.3%	1.192%
7/11/2024	U.S. Capital Wealth Advisors LLC	162,534	$7.33M	0.3%	-0.6%	2.673%
7/2/2024	Marcum Wealth LLC	148,839	$6.71M	0.7%	+0.7%	2.448%
7/1/2024	Kathmere Capital Management LLC	24,013	$1.08M	0.1%	+6.8%	0.395%
5/30/2024	Motiv8 Investments LLC	33,797	$1.47M	1.1%	+8.0%	0.556%
5/24/2024	Cetera Advisors LLC	34,108	$1.49M	0.0%	+22.4%	0.561%
5/24/2024	Cetera Investment Advisers	102,998	$4.49M	0.0%	+1,386.3%	1.694%
5/23/2024	FSA Advisors Inc.	33,746	$1.47M	1.6%	-1.6%	0.555%
5/14/2024	First Commonwealth Financial Corp PA	43,823	$1.91M	0.5%	N/A	0.721%
5/2/2024	Vantage Financial Partners LLC	11,951	$520K	0.1%	+44.7%	0.198%
5/2/2024	Crown Wealth Group LLC	322,745	$14.05M	7.2%	+9.4%	5.352%
5/1/2024	Janney Montgomery Scott LLC	105,418	$4.59M	0.0%	+0.4%	1.748%
4/30/2024	Valtinson Bruner Financial Planning LLC	11,025	$480K	0.2%	-12.6%	0.183%
4/29/2024	Commonwealth Equity Services LLC	485,853	$21.15M	0.0%	+10.9%	8.057%
4/25/2024	Cambridge Investment Research Advisors Inc.	44,304	$1.93M	0.0%	+36.7%	0.735%
4/24/2024	Pinnacle Wealth Management Group Inc.	11,850	$516K	0.4%	-7.8%	0.197%
4/24/2024	Blue Bell Private Wealth Management LLC	28,892	$1.26M	0.3%	+1.6%	0.479%
4/23/2024	Nations Financial Group Inc. IA ADV	12,737	$555K	0.0%	+24.2%	0.211%
4/23/2024	Sugarloaf Wealth Management LLC	3,500	$152K	0.0%	-18.6%	0.058%
4/23/2024	Strategic Blueprint LLC	40,753	$1.77M	0.1%	+10.2%	0.676%
4/23/2024	Raymond James Financial Services Advisors Inc.	63,916	$2.78M	0.0%	+46.5%	1.060%
4/19/2024	KFG Wealth Management LLC	4,703	$205K	0.1%	N/A	0.078%
4/16/2024	Kathmere Capital Management LLC	22,477	$979K	0.1%	-6.4%	0.373%
4/16/2024	Maltin Wealth Management Inc.	85,686	$3.73M	2.1%	+12.9%	2.040%
4/15/2024	Brookstone Capital Management	216,195	$9.41M	0.2%	N/A	5.148%
4/11/2024	RFG Advisory LLC	40,689	$1.77M	0.1%	+384.9%	0.969%
4/10/2024	Marcum Wealth LLC	147,814	$6.44M	0.7%	+2,176.5%	3.519%
4/10/2024	BCS Wealth Management	8,408	$366K	0.1%	N/A	0.200%
4/10/2024	Lantz Financial LLC	21,198	$923K	0.3%	+2.7%	0.505%
3/6/2024	SageView Advisory Group LLC	123,546	$5.05M	0.2%	N/A	2.942%
2/16/2024	SageView Advisory Group LLC	123,546	$5.05M	0.2%	N/A	2.942%
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2/16/2024	Wealthquest Corp	11,914	$487K	0.1%	-10.8%	0.284%
2/16/2024	PCA Investment Advisory Services Inc.	4,928	$201K	0.1%	N/A	0.117%
2/14/2024	Waterloo Capital L.P.	5,350	$219K	0.0%	N/A	0.127%
2/12/2024	Schulz Wealth LTD.	31,710	$1.30M	1.2%	N/A	0.755%
2/12/2024	Focus Financial Network Inc. ADV	8,974	$367K	0.0%	N/A	0.214%
2/9/2024	SageView Advisory Group LLC	123,546	$5.05M	0.2%	N/A	2.942%
2/9/2024	Cambridge Investment Research Advisors Inc.	32,420	$1.33M	0.0%	-6.9%	0.772%
2/8/2024	Bedel Financial Consulting Inc.	7,904	$323K	0.1%	-19.1%	0.188%
2/7/2024	Collaborative Wealth Managment Inc.	21,234	$868K	0.5%	-3.2%	0.506%
2/7/2024	Principal Securities Inc.	884	$36K	0.0%	N/A	0.021%
2/6/2024	Lincoln National Corp	18,041	$737K	0.0%	+112.3%	0.430%
2/6/2024	Spire Wealth Management	5,208	$215K	0.0%	+42.7%	0.124%
2/6/2024	U.S. Capital Wealth Advisors LLC	121,238	$4.95M	0.2%	+102.6%	2.887%
2/2/2024	Truist Financial Corp	38,457	$1.57M	0.0%	-7.6%	0.916%
2/1/2024	Sigma Planning Corp	5,850	$239K	0.0%	-21.5%	0.139%
2/1/2024	CRA Financial Services LLC	13,659	$558K	0.1%	-4.5%	0.325%
1/31/2024	Opes Wealth Management LLC	58,545	$2.39M	0.6%	+0.8%	1.394%
1/31/2024	Integral Investment Advisors Inc.	174,490	$7.13M	4.5%	-1.9%	4.155%
1/30/2024	DHJJ Financial Advisors Ltd.	72,783	$2.97M	1.4%	-7.1%	1.733%
1/26/2024	Cerity Partners LLC	18,690	$764K	0.0%	+5.7%	0.445%
1/25/2024	RFG Advisory LLC	8,392	$343K	0.0%	-7.1%	0.200%
1/25/2024	Strategic Blueprint LLC	36,972	$1.51M	0.1%	-39.6%	0.880%
1/25/2024	Blue Bell Private Wealth Management LLC	28,440	$1.16M	0.3%	-2.1%	0.677%
1/24/2024	Stratos Wealth Advisors LLC	14,984	$612K	0.0%	-2.7%	0.357%
1/23/2024	Crown Wealth Group LLC	294,899	$12.05M	7.3%	N/A	7.021%
1/23/2024	Lewis Asset Management LLC	5,926	$242K	0.2%	N/A	0.141%
1/23/2024	My Personal CFO LLC	37,340	$1.53M	1.0%	+13.3%	0.889%
1/19/2024	AdvisorNet Financial Inc	1,110	$45K	0.0%	-45.0%	0.026%
1/16/2024	Raymond James Financial Services Advisors Inc.	43,630	$1.78M	0.0%	+9.2%	1.039%
1/16/2024	CoreCap Advisors LLC	30,766	$1.26M	0.1%	-3.8%	0.733%
11/16/2023	Orion Capital Management LLC	16,295	$599K	0.4%	-6.3%	0.388%
11/16/2023	Harbour Investments Inc.	6,495	$239K	0.0%	+24.6%	0.155%
11/16/2023	Penserra Capital Management LLC	128,541	$4.72M	0.1%	+43.5%	3.061%
11/13/2023	Kestra Advisory Services LLC	31,797	$1.17M	0.0%	+5.5%	0.757%
11/8/2023	HighTower Advisors LLC	124,499	$4.58M	0.0%	+0.3%	2.964%
11/8/2023	Janney Montgomery Scott LLC	105,150	$3.86M	0.0%	-4.5%	2.504%
11/6/2023	Sigma Planning Corp	7,449	$274K	0.0%	-12.0%	0.177%
11/6/2023	Lincoln National Corp	8,497	$312K	0.0%	-9.1%	0.202%
11/3/2023	Opes Wealth Management LLC	58,090	$2.13M	0.6%	+3.2%	1.383%
11/2/2023	Vantage Financial Partners LLC	8,785	$323K	0.1%	-7.6%	0.209%
10/30/2023	Blue Bell Private Wealth Management LLC	29,042	$1.07M	0.3%	-6.6%	0.691%
10/26/2023	Chicago Partners Investment Group LLC	12,186	$441K	0.0%	-24.8%	0.290%
10/24/2023	Valtinson Bruner Financial Planning LLC	12,646	$465K	0.3%	-2.3%	0.301%
10/24/2023	Raymond James Financial Services Advisors Inc.	39,940	$1.47M	0.0%	+6.2%	0.951%
10/24/2023	Cambridge Investment Research Advisors Inc.	34,827	$1.28M	0.0%	-11.5%	0.829%
10/23/2023	Commonwealth Equity Services LLC	402,826	$14.80M	0.0%	-3.7%	9.591%
10/20/2023	U.S. Capital Wealth Advisors LLC	59,847	$2.20M	0.1%	-3.8%	1.425%
10/17/2023	Berkshire Money Management Inc.	23,470	$862K	0.1%	-84.7%	0.559%
10/13/2023	CRA Financial Services LLC	14,309	$526K	0.1%	-4.3%	0.341%
10/12/2023	IFP Advisors Inc	11,487	$422K	0.0%	+9.5%	0.274%
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10/11/2023	AE Wealth Management LLC	5,862	$215K	0.0%	N/A	0.140%
10/10/2023	DHJJ Financial Advisors Ltd.	78,385	$2.88M	1.3%	-4.3%	1.866%
10/10/2023	Outlook Wealth Advisors LLC	6,247	$230K	0.1%	-25.6%	0.149%
10/5/2023	Integral Investment Advisors Inc.	177,838	$6.53M	4.6%	-2.5%	4.234%
8/16/2023	PCA Investment Advisory Services Inc.	4,928	$186K	0.1%	-14.1%	0.117%
8/11/2023	Visionary Wealth Advisors	5,447	$205K	0.0%	-8.4%	0.130%
8/11/2023	Kestra Advisory Services LLC	30,138	$1.14M	0.0%	-13.8%	0.718%
8/11/2023	Penserra Capital Management LLC	89,553	$3.38M	0.1%	+6.3%	2.132%
8/10/2023	Osaic Holdings Inc.	133,204	$5.02M	0.0%	-3.3%	3.172%
8/10/2023	Integral Investment Advisors Inc.	182,424	$6.88M	4.6%	-2.1%	4.343%

(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, 79 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 ($14.71M), MGO One Seven LLC ($7.45M), U.S. Capital Wealth Advisors LLC ($7.33M), Integral Investment Advisors Inc. ($7.13M), Marcum Wealth LLC ($6.71M), 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 64 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 ($326.06K), Brookstone Capital Management ($218.45K), MGO One Seven LLC ($211.78K), Marcum Wealth LLC ($146.40K), 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 2,577,756 shares in the last 24 months. This purchase volume represents approximately $100.63M in transactions.

Which Innovator U.S. Equity Buffer ETF - January major shareholders have been selling company stock?: Of the 52 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: Brookstone Capital Management ($206.53K), 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), and Advisor Group Holdings Inc. ($42.42K).
How much institutional selling is happening at Innovator U.S. Equity Buffer ETF - January?: Institutional investors have sold a total of 1,093,064 shares in the last 24 months. This volume of shares sold represents approximately $40.61M in transactions.