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

$45.70 +0.10 (+0.22%)
As of 11:32 AM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Innovator U.S. Small Cap Power Buffer ETF - January (BATS:KJAN)

Number of
Institutional Buyers
(last 12 months)
69
Total
Institutional Inflows
(last 12 months)
$51.49M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$48.90M
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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
6/3/2026NewEdge Advisors LLC15,992$667K0.0%+6.7%0.208%
6/1/2026Financial Solutions Advisory Group Inc.6,604$276K0.0%N/A0.086%
5/19/2026Winnow Wealth LLC4,997$208K0.2%-11.6%0.065%
5/19/2026Cornerstone Wealth LLC TN19,589$859K0.5%N/A0.255%
5/19/2026NewEdge Advisors LLC15,992$667K0.0%+6.7%0.208%
5/18/2026Sunbelt Securities Inc.62,861$2.62M0.2%+0.4%0.819%
5/13/2026Cetera Investment Advisers167,247$6.98M0.0%+13.3%2.178%
5/13/2026NewEdge Wealth LLC6,842$285K0.0%N/A0.089%
5/6/2026FSA Advisors Inc.29,111$1.22M0.8%+1.3%0.379%
5/6/2026Independent Financial Group LLC35,700$1.49M0.0%N/A0.465%
5/5/2026Collaborative Wealth Managment Inc.6,361$265K0.1%-46.8%0.083%
5/5/2026Sigma Planning Corp5,903$246K0.0%+16.4%0.077%
5/4/2026HBW Advisory Services LLC21,465$896K0.1%+17.3%0.279%
4/30/2026Kestra Advisory Services LLC160,124$6.68M0.0%+55.0%2.085%
4/29/2026Red Crane Wealth Management LLC31,965$1.33M1.1%-1.9%0.416%
4/28/2026Berger Financial Group Inc5,721$239K0.0%-11.8%0.074%
4/27/2026BIP Wealth LLC13,167$549K0.0%-8.7%0.171%
4/27/2026World Investment Advisors15,213$635K0.0%-14.4%0.198%
4/23/2026Apollon Wealth Management LLC10,485$437K0.0%+2.2%0.137%
4/22/2026Janney Montgomery Scott LLC29,765$1.24M0.0%+63.0%0.388%
4/21/2026Crown Wealth Group LLC18,762$783K0.2%+131.6%0.244%
4/21/2026Compass Advisory Group LLC615,077$25.66M6.9%+117.5%8.009%
4/21/2026Maltin Wealth Management Inc.7,933$331K0.1%N/A0.103%
4/21/2026Long Island Wealth Management Inc.472,994$19.73M9.2%+8.6%6.159%
4/18/2026Faithward Advisors LLC47,935$2M0.3%+27.5%0.624%
4/17/2026Outlook Wealth Advisors LLC4,983$208K0.0%-11.9%0.065%
4/17/2026Brookstone Capital Management23,808$993K0.0%-68.7%0.310%
4/16/2026Founders Financial Securities LLC27,106$1.16M0.1%+18.2%0.353%
3/13/2026World Investment Advisors17,782$737K0.0%+41.2%0.232%
2/20/2026Sunbelt Securities Inc.62,619$2.59M0.2%-7.7%0.815%
2/19/2026BFI Wealth Solutions LLC111,045$4.60M4.4%N/A1.446%
2/18/2026First Commonwealth Financial Corp PA 15,581$645K0.1%-2.1%0.203%
2/18/2026EP Wealth Advisors LLC7,102$294K0.0%N/A0.092%
2/18/2026NewEdge Advisors LLC14,992$621K0.0%-5.8%0.195%
2/17/2026Cetera Investment Advisers147,575$6.11M0.0%-10.4%1.922%
2/17/2026Osaic Holdings Inc.243,123$10.07M0.0%-5.8%3.166%
2/17/2026Captrust Financial Advisors8,488$352K0.0%-6.3%0.111%
2/17/2026Blair William & Co. IL121,505$5.03M0.0%+2.5%1.582%
2/17/2026Faithward Advisors LLC37,604$1.56M0.2%-6.1%0.490%
2/16/2026MML Investors Services LLC11,844$491K0.0%+15.8%0.154%
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2/13/2026Kestra Advisory Services LLC103,279$4.28M0.0%-1.8%1.345%
2/12/2026TopTier Wealth Management LLC11,044$457K0.3%N/A0.144%
2/12/2026Commonwealth Equity Services LLC245,269$10.16M0.0%-2.6%3.194%
2/12/2026JT Stratford LLC30,278$1.25M0.2%-5.0%0.394%
2/12/2026Wood Tarver Financial Group LLC43,804$1.81M0.5%-12.5%0.570%
2/12/2026Principal Securities Inc.115,813$4.80M0.1%-1.3%1.508%
2/12/2026Miller Financial Services LLC24,160$1.00M1.2%-1.8%0.315%
2/11/2026Janney Montgomery Scott LLC18,265$757K0.0%-10.0%0.238%
2/11/2026GWN Securities Inc.13,307$551K0.1%N/A0.173%
2/11/2026Capital Analysts LLC30,699$1.27M0.0%-7.6%0.400%
2/11/2026Outlook Wealth Advisors LLC5,653$234K0.1%-12.4%0.074%
2/11/2026Winnow Wealth LLC5,653$237K0.2%-13.4%0.074%
2/11/20261776 Wealth LLC7,985$331K0.1%+6.8%0.104%
2/11/2026LPL Financial LLC104,789$4.34M0.0%+13.1%1.364%
2/11/2026Tradition Wealth Management LLC12,654$524K0.0%+33.4%0.165%
2/11/2026Wealthgarden F.S. LLC11,181$478K0.3%N/A0.146%
2/11/2026Parallel Advisors LLC892$37K0.0%N/A0.012%
2/10/2026Clear Point Advisors Inc.12,004$497K0.4%-6.6%0.156%
2/10/2026Founders Financial Securities LLC22,925$950K0.1%+15.8%0.299%
2/10/2026Weaver Consulting Group28,497$1.18M0.3%-2.3%0.371%
2/10/2026Foundations Investment Advisors LLC12,654$524K0.0%-4.5%0.165%
2/9/2026Collaborative Wealth Managment Inc.11,958$495K0.2%-10.4%0.156%
2/9/2026Harbour Investments Inc.4,556$189K0.0%+71.4%0.059%
2/6/2026IFP Advisors Inc35,224$1.46M0.0%-1.1%0.459%
2/6/2026HighTower Advisors LLC71,652$2.97M0.0%-0.5%0.933%
2/5/2026Sherry Group Inc.80,742$3.37M3.5%N/A1.051%
2/4/2026World Investment Advisors17,782$737K0.0%+41.2%0.232%
2/4/2026Trek Financial LLC12,360$512K0.0%-3.1%0.161%
2/3/2026AssuredPartners Investment Advisors LLC27,021$1.12M0.2%N/A0.352%
2/3/2026Liberty Atlantic Advisors LLC5,993$248K0.2%N/A0.078%
2/2/2026JDM Financial Group LLC30,733$1.27M0.2%N/A0.400%
2/2/2026Truist Financial Corp45,194$1.87M0.0%-2.1%0.588%
1/29/2026Investment Management Corp VA ADV51,309$2.13M1.8%-39.2%0.668%
1/29/2026ODonnell Financial Services LLC8,379$347K0.1%-4.2%0.109%
1/28/2026Global Trust Wealth Management LLC13,840$573K0.4%N/A0.180%
1/27/2026Berkshire Money Management Inc.149,379$6.19M0.6%-2.8%1.945%
1/26/2026Merit Financial Group LLC12,607$522K0.0%+2.1%0.164%
1/26/2026CWM LLC813$34K0.0%-50.1%0.011%
1/26/2026BCS Wealth Management9,316$386K0.0%N/A0.121%
1/23/2026U.S. Capital Wealth Advisors LLC8,402$348K0.0%+41.2%0.109%
1/23/2026Diligent Investors LLC12,073$500K0.1%+26.1%0.157%
1/23/2026DHJJ Financial Advisors Ltd.35,424$1.47M0.5%-0.7%0.461%
1/22/2026Apollon Wealth Management LLC10,255$425K0.0%+2.6%0.134%
1/21/2026Compass Advisory Group LLC282,802$11.71M3.2%+0.9%3.682%
1/21/2026BIP Wealth LLC14,417$597K0.0%N/A0.188%
1/21/2026MBL Wealth LLC215,473$8.93M0.7%+0.4%2.806%
1/21/2026Long Island Wealth Management Inc.435,696$18.05M8.5%+1.0%5.673%
1/16/2026PFS Partners LLC507,283$21.01M9.6%-0.6%6.605%
1/15/2026Brookstone Capital Management75,988$3.15M0.0%-5.8%0.989%
1/14/2026Pallas Capital Advisors LLC69,624$2.88M0.1%-1.3%0.907%
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1/9/2026First Heartland Consultants Inc.11,713$485K0.0%+11.6%0.153%
1/8/2026Wealth Enhancement Advisory Services LLC94,038$3.97M0.0%-1.8%1.224%
1/7/2026Fragasso Financial Advisors Inc39,593$1.64M0.1%-9.4%0.516%
11/19/2025Sunbelt Securities Inc.67,852$2.74M0.2%-0.7%0.883%
11/17/2025Silicon Valley Capital Partners663$27K0.0%N/A0.009%
11/17/2025Susquehanna International Group LLP38,119$1.54M0.0%N/A0.496%
11/17/2025Mercer Global Advisors Inc. ADV6,794$274K0.0%N/A0.088%
11/17/2025Citadel Advisors LLC8,890$359K0.0%N/A0.116%
11/14/2025Raymond James Financial Inc.142,610$5.76M0.0%-2.8%1.857%
11/14/2025Wood Tarver Financial Group LLC50,047$2.02M0.6%-7.2%0.652%


KJAN Institutional Ownership - Frequently Asked Questions

During the previous two years, 145 institutional investors and hedge funds held shares of Innovator U.S. Small Cap Power Buffer ETF - January. The most heavily invested institutionals were Compass Advisory Group LLC ($25.66M), PFS Partners LLC ($21.01M), Long Island Wealth Management Inc. ($19.73M), Stephens Inc. AR ($15.36M), Commonwealth Equity Services LLC ($10.16M), Osaic Holdings Inc. ($10.07M), and Gradient Investments LLC ($10.01M).Learn more on Innovator U.S. Small Cap Power Buffer ETF - January's institutional investors.

Of the 117 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: Compass Advisory Group LLC ($387.19K), Cetera Investment Advisers ($347.77K), Raymond James Financial Inc. ($185.53K), Berkshire Money Management Inc. ($165.21K), Cary Street Partners Financial LLC ($126.05K), BFI Wealth Solutions LLC ($111.05K), and AssuredPartners Investment Advisors LLC ($98.88K).

Institutional investors have bought a total of 1,260,715 shares in the last 24 months. This purchase volume represents approximately $51.49M in transactions.

Of the 61 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: Cetera Investment Advisers ($296.60K), Compass Advisory Group LLC ($261.04K), Commonwealth Equity Services LLC ($141.80K), MBL Wealth LLC ($109.88K), Berkshire Money Management Inc. ($104.26K), Brookstone Capital Management ($59.60K), and AssuredPartners Investment Advisors LLC ($56.87K).

Institutional investors have sold a total of 1,248,912 shares in the last 24 months. This volume of shares sold represents approximately $48.90M in transactions.


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This page (BATS:KJAN) was last updated on 7/6/2026 by MarketBeat.com Staff.
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