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

$39.99 +2.55 (+6.81%)
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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)
78
Total
Institutional Inflows
(last 12 months)
$70.60M
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$120.92M
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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
9/4/2025 Osaic Holdings Inc.260,925$9.78M0.0%+44.4%3.397%
8/15/2025 Visionary Wealth Advisors10,727$402K0.0%-9.6%0.140%
8/15/2025 EP Wealth Advisors LLC7,358$276K0.0%-7.1%0.096%
8/14/2025 Jane Street Group LLC26,457$992K0.0%+153.3%0.344%
8/14/2025 Raymond James Financial Inc.146,664$5.50M0.0%+15.9%1.910%
8/14/2025 NewEdge Advisors LLC15,913$596K0.0%-8.8%0.207%
8/13/2025 JT Stratford LLC32,638$1.22M0.2%+0.9%0.425%
8/12/2025 JPMorgan Chase & Co.4,165$156K0.0%+1,398.2%0.054%
8/12/2025 Weaver Consulting Group29,221$1.10M0.3%-4.4%0.380%
8/8/2025 Collaborative Wealth Managment Inc.13,346$500K0.2%+8.3%0.174%
8/8/2025 Cetera Investment Advisers153,508$5.75M0.0%-64.5%1.999%
8/8/2025 Foundations Investment Advisors LLC13,424$503K0.0%+3.9%0.175%
8/7/2025 PFG Advisors7,186$269K0.0%-38.8%0.094%
8/5/2025 WorthPointe LLC17,330$650K0.3%+2.0%0.226%
8/1/2025 FSA Advisors Inc.28,983$1.09M0.9%-0.9%0.377%
8/1/2025 Envestnet Asset Management Inc.17,950$673K0.0%-17.6%0.234%
7/30/2025 Strategic Blueprint LLC50,156$1.88M0.1%+1.9%0.653%
7/30/2025 Red Crane Wealth Management LLC33,123$1.24M1.1%-11.9%0.431%
7/30/2025 Brookstone Capital Management82,326$3.09M0.0%-1.3%1.072%
7/29/2025 ODonnell Financial Services LLC10,945$410K0.2%-72.6%0.143%
7/29/2025 Forvis Mazars Wealth Advisors LLC12,951$485K0.0%-24.6%0.169%
7/29/2025 Koshinski Asset Management Inc.10,740$403K0.0%-4.1%0.140%
7/29/2025 AssuredPartners Investment Advisors LLC13,291$498K0.1%-81.1%0.173%
7/28/2025 Compass Advisory Group LLC541,364$20.29M6.4%+0.8%7.049%
7/28/2025 Harbour Investments Inc.5,970$224K0.0%+19.8%0.078%
7/25/2025 Atria Wealth Solutions Inc.10,014$377K0.0%N/A0.130%
7/24/2025 Blair William & Co. IL118,736$4.45M0.0%+2.2%1.546%
7/23/2025 NBT Bank N A NY2,750$103K0.0%N/A0.036%
7/22/2025 Belpointe Asset Management LLC23,773$891K0.0%+2.6%0.310%
7/22/2025 Berkshire Money Management Inc.157,000$5.88M0.6%-38.1%2.044%
7/22/2025 Beacon Financial Advisory LLC5,650$212K0.1%-19.9%0.074%
7/22/2025 MBL Wealth LLC214,227$8.03M0.8%-33.9%2.789%
7/18/2025 Truist Financial Corp46,217$1.73M0.0%+3.8%0.602%
7/17/2025 Janney Montgomery Scott LLC21,842$819K0.0%-12.8%0.284%
7/17/2025 Clear Point Advisors Inc.12,849$482K0.4%-9.8%0.167%
7/16/2025 PFS Partners LLC513,644$19.25M9.7%-1.1%6.688%
7/14/2025 AdvisorNet Financial Inc100,894$3.78M0.2%-0.4%1.314%
7/10/2025 Wealth Enhancement Advisory Services LLC96,583$3.69M0.0%+150.0%1.258%
7/9/2025 Pallas Capital Advisors LLC70,328$2.64M0.1%+2.5%0.916%
7/9/2025 Fragasso Financial Advisors Inc43,864$1.64M0.1%-2.4%0.571%
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%
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%
(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, 136 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 ($20.29M), PFS Partners LLC ($19.25M), Commonwealth Equity Services LLC ($15.54M), Stephens Inc. AR ($15.36M), Long Island Wealth Management Inc. ($10.57M), Cetera Advisors LLC ($10.27M), and Gradient Investments LLC ($10.01M).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 112 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), PFS Partners LLC ($520.28K), Legacy CG LLC ($460.37K), ODonnell Financial Services LLC ($435.77K), and Compass Advisory Group LLC ($405.19K).

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

Institutional investors have bought a total of 1,931,543 shares in the last 24 months. This purchase volume represents approximately $70.60M in transactions.

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

Of the 71 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. ($1.69M), Cetera Investment Advisers ($578.31K), Commonwealth Equity Services LLC ($118.65K), Allworth Financial LP ($118.40K), MBL Wealth LLC ($116.86K), 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 3,247,637 shares in the last 24 months. This volume of shares sold represents approximately $120.92M in transactions.


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This page (BATS:KJAN) was last updated on 9/15/2025 by MarketBeat.com Staff
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