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

$45.99 +0.15 (+0.32%)
As of 12:46 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)
64
Total
Institutional Inflows
(last 12 months)
$67.44M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$21.46M
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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
11/2/2026Kestra Advisory Services LLC140,670$6.41M0.0%+12.8%1.832%
11/2/2026Valtinson Bruner Financial Planning LLC6,940$316K0.1%-15.8%0.090%
11/2/2026Commonwealth Equity Services LLC202,067$9.20M0.0%N/A2.631%
10/31/2026 Clear Point Advisors Inc.12,489$569K0.4%N/A0.163%
10/30/2026 Blue Bell Private Wealth Management LLC26,902$1.23M0.1%N/A0.350%
10/28/2026 Founders Financial Securities LLC35,216$1.60M0.1%N/A0.459%
10/27/2026 Independence Bank of Kentucky1,355$62K0.0%N/A0.018%
10/24/2026 Apollon Wealth Management LLC7,445$339K0.0%-21.3%0.097%
10/24/2026 Sigma Planning Corp5,965$272K0.0%N/A0.078%
10/23/2026 DHJJ Financial Advisors Ltd.36,081$1.64M0.5%-1.0%0.470%
10/22/2026 MBL Wealth LLC222,144$10.12M0.6%-1.1%2.893%
10/22/2026 Brookstone Capital Management23,385$1.07M0.0%N/A0.304%
10/22/2026 Diligent Investors LLC11,524$525K0.1%N/A0.150%
10/21/2026 PFS Partners LLC483,485$22.02M8.7%-2.1%6.295%
10/20/2026 Miller Financial Services LLC25,453$1.16M0.8%-1.4%0.331%
10/17/2026 BFI Wealth Solutions LLC121,583$5.54M3.8%+6.9%1.583%
10/15/2026 AdvisorNet Financial Inc87,197$3.92M0.2%N/A1.135%
10/15/2026 HBW Advisory Services LLC11,419$520K0.1%+6.2%0.149%
10/15/2026 Winnacle Wealth LLC4,436$202K0.1%-9.2%0.058%
10/14/2026 Red Crane Wealth Management LLC36,048$1.64M1.1%+1.9%0.469%
10/13/2026 Forvis Mazars Wealth Advisors LLC9,224$420K0.0%N/A0.120%
10/13/2026 Fragasso Financial Advisors Inc30,059$1.37M0.1%N/A0.391%
10/10/2026 Sherry Group Inc.50,721$2.31M2.2%+446.3%0.660%
10/9/2026 First Heartland Consultants Inc.13,584$619K0.0%N/A0.177%
9/23/2026Envestnet Asset Management Inc.14,636$668K0.0%-66.5%0.191%
9/11/2026 Bullseye Investment Management LLC6,206$283K0.1%N/A0.081%
9/9/2026Capital Analysts LLC29,604$1.35M0.0%-3.9%0.385%
9/9/2026 IFP Advisors Inc36,468$1.66M0.0%+1.1%0.475%
9/2/2026Citadel Advisors LLC7,448$340K0.0%N/A0.097%
8/22/2026Highland Investment Advisors LLC850$39K0.0%N/A0.011%
6/3/2026NewEdge Advisors LLC15,992$667K0.0%+6.7%0.208%
6/1/2026 Financial Solutions Advisory Group Inc.6,604$276K0.0%N/A0.086%
5/19/2026 Winnow Wealth LLC4,997$208K0.2%-11.6%0.065%
5/19/2026 Cornerstone 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%
5/6/2026 Independent Financial Group LLC35,700$1.49M0.0%N/A0.465%
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5/5/2026Collaborative Wealth Managment Inc.6,361$265K0.1%-46.8%0.083%
5/5/2026 Sigma Planning Corp5,903$246K0.0%+16.4%0.077%
5/4/2026 HBW Advisory Services LLC21,465$896K0.1%+17.3%0.279%
4/30/2026Kestra Advisory Services LLC160,124$6.68M0.0%+55.0%2.085%
4/29/2026 Red 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%
4/27/2026 BIP Wealth LLC13,167$549K0.0%-8.7%0.171%
4/27/2026World Investment Advisors15,213$635K0.0%-14.4%0.198%
4/23/2026 Apollon Wealth Management LLC10,485$437K0.0%+2.2%0.137%
4/22/2026Janney Montgomery Scott LLC29,765$1.24M0.0%+63.0%0.388%
4/21/2026 Crown Wealth Group LLC18,762$783K0.2%+131.6%0.244%
4/21/2026Compass Advisory Group LLC615,077$25.66M6.9%+117.5%8.009%
4/21/2026 Maltin Wealth Management Inc.7,933$331K0.1%N/A0.103%
4/21/2026 Long 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%
4/17/2026 Outlook Wealth Advisors LLC4,983$208K0.0%-11.9%0.065%
4/17/2026 Brookstone Capital Management23,808$993K0.0%-68.7%0.310%
4/16/2026 Founders 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%
2/19/2026 BFI 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%
2/13/2026Kestra Advisory Services LLC103,279$4.28M0.0%-1.8%1.345%
2/12/2026 TopTier 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%
2/12/2026 Miller 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%
2/11/2026 Outlook Wealth Advisors LLC5,653$234K0.1%-12.4%0.074%
2/11/2026 Winnow 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%
2/10/2026 Clear Point Advisors Inc.12,004$497K0.4%-6.6%0.156%
2/10/2026 Founders Financial Securities LLC22,925$950K0.1%+15.8%0.299%
2/10/2026 Weaver Consulting Group28,497$1.18M0.3%-2.3%0.371%
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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%
2/6/2026 IFP Advisors Inc35,224$1.46M0.0%-1.1%0.459%
2/6/2026HighTower Advisors LLC71,652$2.97M0.0%-0.5%0.933%
2/5/2026 Sherry Group Inc.80,742$3.37M3.5%N/A1.051%
2/4/2026World Investment Advisors17,782$737K0.0%+41.2%0.232%
2/4/2026 Trek Financial LLC12,360$512K0.0%-3.1%0.161%
2/3/2026AssuredPartners Investment Advisors LLC27,021$1.12M0.2%N/A0.352%
2/3/2026 Liberty Atlantic Advisors LLC5,993$248K0.2%N/A0.078%


KJAN Institutional Ownership - Frequently Asked Questions

During the previous two years, 135 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 ($22.02M), Long Island Wealth Management Inc. ($19.73M), Stephens Inc. AR ($15.36M), MBL Wealth LLC ($10.12M), Osaic Holdings Inc. ($10.07M), and Commonwealth Equity Services LLC ($9.20M).Learn more on Innovator U.S. Small Cap Power Buffer ETF - January's institutional investors.

Of the 110 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 ($334.20K), Commonwealth Equity Services LLC ($261.04K), Raymond James Financial Inc. ($185.53K), Cary Street Partners Financial LLC ($126.05K), Sherry Group Inc. ($122.18K), and BFI Wealth Solutions LLC ($118.91K).

Institutional investors have bought a total of 1,571,881 shares in the last 24 months. This purchase volume represents approximately $67.44M in transactions.

Of the 50 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: Compass Advisory Group LLC ($261.04K), Brookstone Capital Management ($56.89K), Investment Management Corp VA ADV ($33.03K), Envestnet Asset Management Inc. ($29.69K), Cetera Investment Advisers ($17.13K), Osaic Holdings Inc. ($14.95K), and PFS Partners LLC ($13.47K).

Institutional investors have sold a total of 520,005 shares in the last 24 months. This volume of shares sold represents approximately $21.46M in transactions.


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Institutional ownership data for BATS:KJAN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/2/2026. New 13F filings are added each quarter as they're published.
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