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Innovator U.S. Small Cap Power Buffer ETF - January (KJAN) Institutional Ownership

$38.18 +0.74 (+1.98%)
As of 07/3/2025 12:57 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Small Cap Power Buffer ETF - January (BATS:KJAN)

Number of
Institutional Buyers
(last 12 months)
81
Total
Institutional Inflows
(last 12 months)
$69.77M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$117.61M
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KJAN Institutional Buying and Selling by Quarter

Innovator U.S. Small Cap Power Buffer ETF - January Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2025 HBW Advisory Services LLC30,966$1.16M0.1%-3.7%0.400%
5/21/2025MBL Wealth LLC324,103$11.58M1.2%-2.1%3.845%
5/20/2025Belpointe Asset Management LLC23,173$828K0.0%+77.4%0.275%
5/19/2025Jane Street Group LLC10,443$373K0.0%-63.0%0.124%
5/16/2025Faithward Advisors LLC40,113$1.43M0.2%+156.2%0.476%
5/16/2025Arete Wealth Advisors LLC19,641$702K0.1%+2.1%0.233%
5/15/2025OLD Mission Capital LLC10,642$380K0.0%-79.6%0.126%
5/14/2025Kestra Advisory Services LLC99,035$3.54M0.0%-30.9%1.175%
5/14/2025TFB Advisors LLC6,504$232K0.1%-13.3%0.077%
5/14/2025Capital Analysts LLC33,999$1.22M0.0%+27.2%0.403%
5/14/2025JT Stratford LLC32,341$1.16M0.2%-3.6%0.384%
5/13/2025Raymond James Financial Inc.126,513$4.52M0.0%+225.5%1.501%
5/13/2025Compass Advisory Group LLC536,845$19.19M6.7%+9.8%6.368%
5/13/2025Long Island Wealth Management Inc.295,780$10.57M6.4%+1.8%3.509%
5/13/2025HighTower Advisors LLC100,318$3.59M0.0%+19.6%1.190%
5/12/2025Red Crane Wealth Management LLC37,594$1.34M1.3%+3.4%0.446%
5/9/2025Cary Street Partners Financial LLC118,999$4.25M0.1%-5.6%1.412%
5/9/2025Commonwealth Equity Services LLC434,843$15.54M0.0%+15.7%5.158%
5/9/2025Blair William & Co. IL116,164$4.15M0.0%+160.7%1.378%
5/8/2025BCGM Wealth Management LLC22,745$813K0.2%+140.4%0.270%
5/8/2025Harbour Investments Inc.4,983$178K0.0%+10.7%0.059%
5/8/2025Collaborative Wealth Managment Inc.12,318$440K0.2%+86.8%0.146%
5/8/2025Grantvest Financial Group LLC6,079$217K0.2%N/A0.072%
5/8/2025FSA Advisors Inc.29,250$1.05M0.8%-2.2%0.347%
5/7/2025Foundations Investment Advisors LLC12,924$462K0.0%+18.2%0.153%
5/7/2025LPL Financial LLC71,800$2.57M0.0%+10.1%0.852%
5/7/2025Investment Management Corp VA ADV84,838$3.03M2.7%-0.5%1.006%
5/7/2025First Heartland Consultants Inc.11,184$400K0.0%+11.1%0.133%
5/7/2025Phoenix Financial Ltd.6,655$237K0.0%N/A0.079%
5/6/2025Cetera Investment Advisers432,970$15.47M0.0%+265.6%5.136%
5/6/2025Avantax Advisory Services Inc.29,677$1.06M0.0%+3.3%0.352%
5/6/2025AE Wealth Management LLC5,876$210K0.0%+43.9%0.070%
5/6/2025WorthPointe LLC16,997$607K0.3%+29.1%0.202%
5/6/2025PFG Advisors11,747$420K0.0%N/A0.139%
5/5/2025Miller Financial Services LLC24,810$887K1.3%-2.5%0.294%
5/5/2025Wealth Alliance LLC25,679$918K0.1%-3.7%0.305%
5/5/2025ODonnell Financial Services LLC39,910$1.43M0.6%N/A0.473%
5/2/2025Acas LLC16,898$598K0.5%+9.4%0.195%
5/2/2025Sigma Planning Corp6,673$238K0.0%+8.9%0.077%
5/1/2025Corrado Advisors LLC9,837$352K0.2%N/A0.113%
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5/1/2025CWM LLC1,628$58K0.0%-32.4%0.019%
5/1/2025Stephens Inc. AR429,752$15.36M0.2%+11.9%4.951%
4/30/2025Allworth Financial LP729$26K0.0%-87.4%0.008%
4/30/2025Stratos Wealth Advisors LLC6,219$222K0.0%-16.7%0.072%
4/29/2025U.S. Capital Wealth Advisors LLC6,238$223K0.0%N/A0.072%
4/29/2025Wood Tarver Financial Group LLC56,237$2.01M0.7%+314.3%0.648%
4/29/2025Envestnet Asset Management Inc.21,783$779K0.0%-30.5%0.251%
4/29/2025World Investment Advisors13,745$491K0.0%N/A0.158%
4/29/2025Strategic Blueprint LLC49,233$1.76M0.1%+125.0%0.567%
4/29/2025Brookstone Capital Management83,406$2.98M0.0%+15.4%0.961%
4/29/2025OneDigital Investment Advisors LLC30,793$1.10M0.0%-22.0%0.355%
4/25/2025Koshinski Asset Management Inc.11,205$400K0.0%-12.0%0.129%
4/25/2025Crown Wealth Group LLC16,699$597K0.3%-6.2%0.192%
4/25/2025Stonebridge Financial Group LLC5,011$179K0.0%+26.8%0.058%
4/24/2025Beacon Financial Advisory LLC7,050$252K0.1%-6.2%0.081%
4/23/2025Berkshire Money Management Inc.253,641$9.07M1.0%-31.5%2.922%
4/23/2025Cornerstone Wealth Group LLC7,173$256K0.0%N/A0.083%
4/23/2025AssuredPartners Investment Advisors LLC70,163$2.51M0.5%-2.4%0.808%
4/22/2025Cambridge Investment Research Advisors Inc.53,756$1.92M0.0%-2.5%0.619%
4/18/2025DHJJ Financial Advisors Ltd.35,992$1.29M0.5%+3.8%0.415%
4/18/2025Global Trust Asset Management LLC5,000$179K0.1%-79.4%0.058%
4/17/2025Janney Montgomery Scott LLC25,057$896K0.0%+4.2%0.289%
4/14/2025Pallas Capital Advisors LLC68,630$2.45M0.1%+5.7%0.791%
4/14/2025Outlook Wealth Advisors LLC6,455$231K0.1%N/A0.074%
4/10/2025Diligent Investors LLC9,597$343K0.1%+14.0%0.108%
4/9/2025 HBW Advisory Services LLC32,149$1.15M0.2%+17.0%0.362%
4/9/2025Fragasso Financial Advisors Inc44,932$1.61M0.1%N/A0.506%
4/9/2025NBC Securities Inc.3,510$125K0.0%N/A0.040%
4/7/2025AdvisorNet Financial Inc101,335$3.62M0.3%-1.6%1.141%
4/2/2025Marcum Wealth LLC57,818$2.07M0.2%+2.1%0.651%
3/17/2025Wealth Enhancement Advisory Services LLC38,367$1.43M0.0%+15.9%0.416%
3/10/2025Mattson Financial Services LLC1,562$58K0.0%-20.7%0.017%
3/6/2025Wood Tarver Financial Group LLC13,573$506K0.2%N/A0.145%
2/18/2025Investment Management Corp VA ADV85,264$3.19M2.8%N/A0.727%
2/18/2025Helium Advisors LLC6,314$236K0.2%N/A0.054%
2/18/2025Sunbelt Securities Inc.68,301$2.55M0.2%+6.0%0.582%
2/18/2025JT Stratford LLC33,547$1.25M0.2%-5.6%0.286%
2/18/2025First Heartland Consultants Inc.10,071$376K0.0%-6.8%0.086%
2/17/2025EP Wealth Advisors LLC8,041$300K0.0%-6.3%0.069%
2/17/2025CoreCap Advisors LLC6,138$229K0.0%-29.7%0.052%
2/17/2025Cetera Investment Advisers118,442$4.42M0.0%-71.6%1.010%
2/17/2025Citadel Advisors LLC7,289$272K0.0%-65.1%0.062%
2/17/2025Cary Street Partners Financial LLC126,049$4.71M0.2%N/A1.075%
2/14/2025Jane Street Group LLC28,254$1.06M0.0%+71.6%0.241%
2/14/2025Long Island Wealth Management Inc.290,667$10.86M6.8%-17.2%2.478%
2/14/2025Berger Financial Group Inc6,667$249K0.0%-5.2%0.057%
2/14/2025MGO One Seven LLC65,164$2.43M0.1%-0.6%0.556%
2/14/2025OneDigital Investment Advisors LLC39,457$1.47M0.0%-10.1%0.336%
2/13/2025First Commonwealth Financial Corp PA11,156$417K0.1%-2.5%0.095%
2/13/2025NewEdge Advisors LLC17,407$650K0.0%+1.8%0.148%
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2/13/2025SageView Advisory Group LLC6,547$245K0.0%-17.3%0.056%
2/13/2025Raymond James Financial Inc.38,868$1.45M0.0%N/A0.331%
2/13/2025Trek Financial LLC14,349$536K0.0%-21.5%0.122%
2/13/2025Envestnet Asset Management Inc.31,349$1.17M0.0%+6.5%0.267%
2/12/2025OLD Mission Capital LLC52,085$1.95M0.0%+153.8%0.444%
2/12/2025Riggs Capital Management LLC8,921$333K0.3%N/A0.076%
2/12/2025Bullseye Investment Management LLC33,180$1.24M0.8%N/A0.283%
2/12/2025AssuredPartners Investment Advisors LLC71,862$2.68M0.5%N/A0.613%
2/11/2025LPL Financial LLC65,211$2.44M0.0%-0.6%0.556%
2/10/2025Harbour Investments Inc.4,501$168K0.0%-9.2%0.038%
(Data available from 1/1/2016 forward)

KJAN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KJAN shares?

During the previous two years, 132 institutional investors and hedge funds held shares of Innovator U.S. Small Cap Power Buffer ETF - January. The most heavily invested institutionals were PFS Partners LLC ($19.40M), Compass Advisory Group LLC ($19.19M), Commonwealth Equity Services LLC ($15.54M), Cetera Investment Advisers ($15.47M), Stephens Inc. AR ($15.36M), MBL Wealth LLC ($11.58M), and Long Island Wealth Management Inc. ($10.57M).Learn more on Innovator U.S. Small Cap Power Buffer ETF - January's institutional investors.

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

Of the 114 institutional investors that purchased Innovator U.S. Small Cap Power Buffer ETF - January's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Berkshire Money Management Inc. ($1.37M), Cetera Investment Advisers ($693.77K), SMI Advisory Services LLC ($596.59K), Compass Advisory Group LLC ($543.44K), PFS Partners LLC ($520.28K), Legacy CG LLC ($460.37K), and ODonnell Financial Services LLC ($435.77K).

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

Institutional investors have bought a total of 1,923,359 shares in the last 24 months. This purchase volume represents approximately $69.77M in transactions.

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

Of the 73 institutional investors that sold Innovator U.S. Small Cap Power Buffer ETF - January's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Berkshire Money Management Inc. ($1.60M), Legacy CG LLC ($446.05K), Cetera Investment Advisers ($298.84K), Commonwealth Equity Services LLC ($126.45K), Allworth Financial LP ($118.40K), Compass Advisory Group LLC ($75.23K), and Long Island Wealth Management Inc. ($60.55K).

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

Institutional investors have sold a total of 3,198,081 shares in the last 24 months. This volume of shares sold represents approximately $117.61M in transactions.


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This page (BATS:KJAN) was last updated on 7/5/2025 by MarketBeat.com Staff
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