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

$44.44 -0.61 (-1.35%)

As of 06/5/2026 04:10 PM Eastern

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): $48.94M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
6/3/2026	NewEdge Advisors LLC	15,992	$667K	0.0%	+6.7%	0.208%
6/1/2026	Financial Solutions Advisory Group Inc.	6,604	$276K	0.0%	N/A	0.086%
5/19/2026	Winnow Wealth LLC	4,997	$208K	0.2%	-11.6%	0.065%
5/19/2026	Cornerstone Wealth LLC TN	19,589	$859K	0.5%	N/A	0.255%
5/19/2026	NewEdge Advisors LLC	15,992	$667K	0.0%	+6.7%	0.208%
5/18/2026	Sunbelt Securities Inc.	62,861	$2.62M	0.2%	+0.4%	0.819%
5/13/2026	Cetera Investment Advisers	167,247	$6.98M	0.0%	+13.3%	2.178%
5/13/2026	NewEdge Wealth LLC	6,842	$285K	0.0%	N/A	0.089%
5/6/2026	FSA Advisors Inc.	29,111	$1.22M	0.8%	+1.3%	0.379%
5/6/2026	Independent Financial Group LLC	35,700	$1.49M	0.0%	N/A	0.465%
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5/5/2026	Collaborative Wealth Managment Inc.	6,361	$265K	0.1%	-46.8%	0.083%
5/5/2026	Sigma Planning Corp	5,903	$246K	0.0%	+16.4%	0.077%
5/4/2026	HBW Advisory Services LLC	21,465	$896K	0.1%	+17.3%	0.279%
4/30/2026	Kestra Advisory Services LLC	160,124	$6.68M	0.0%	+55.0%	2.085%
4/29/2026	Red Crane Wealth Management LLC	31,965	$1.33M	1.1%	-1.9%	0.416%
4/28/2026	Berger Financial Group Inc	5,721	$239K	0.0%	-11.8%	0.074%
4/27/2026	BIP Wealth LLC	13,167	$549K	0.0%	-8.7%	0.171%
4/27/2026	World Investment Advisors	15,213	$635K	0.0%	-14.4%	0.198%
4/23/2026	Apollon Wealth Management LLC	10,485	$437K	0.0%	+2.2%	0.137%
4/22/2026	Janney Montgomery Scott LLC	29,765	$1.24M	0.0%	+63.0%	0.388%
4/21/2026	Crown Wealth Group LLC	18,762	$783K	0.2%	+131.6%	0.244%
4/21/2026	Compass Advisory Group LLC	615,077	$25.66M	6.9%	+117.5%	8.009%
4/21/2026	Maltin Wealth Management Inc.	7,933	$331K	0.1%	N/A	0.103%
4/21/2026	Long Island Wealth Management Inc.	472,994	$19.73M	9.2%	+8.6%	6.159%
4/18/2026	Faithward Advisors LLC	47,935	$2M	0.3%	+27.5%	0.624%
4/17/2026	Outlook Wealth Advisors LLC	4,983	$208K	0.0%	-11.9%	0.065%
4/17/2026	Brookstone Capital Management	23,808	$993K	0.0%	-68.7%	0.310%
4/16/2026	Founders Financial Securities LLC	27,106	$1.16M	0.1%	+18.2%	0.353%
3/13/2026	World Investment Advisors	17,782	$737K	0.0%	+41.2%	0.232%
2/20/2026	Sunbelt Securities Inc.	62,619	$2.59M	0.2%	-7.7%	0.815%
2/19/2026	BFI Wealth Solutions LLC	111,045	$4.60M	4.4%	N/A	1.446%
2/18/2026	First Commonwealth Financial Corp PA	15,581	$645K	0.1%	-2.1%	0.203%
2/18/2026	EP Wealth Advisors LLC	7,102	$294K	0.0%	N/A	0.092%
2/18/2026	NewEdge Advisors LLC	14,992	$621K	0.0%	-5.8%	0.195%
2/17/2026	Cetera Investment Advisers	147,575	$6.11M	0.0%	-10.4%	1.922%
2/17/2026	Osaic Holdings Inc.	243,123	$10.07M	0.0%	-5.8%	3.166%
2/17/2026	Captrust Financial Advisors	8,488	$352K	0.0%	-6.3%	0.111%
2/17/2026	Blair William & Co. IL	121,505	$5.03M	0.0%	+2.5%	1.582%
2/17/2026	Faithward Advisors LLC	37,604	$1.56M	0.2%	-6.1%	0.490%
2/16/2026	MML Investors Services LLC	11,844	$491K	0.0%	+15.8%	0.154%
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2/13/2026	Kestra Advisory Services LLC	103,279	$4.28M	0.0%	-1.8%	1.345%
2/12/2026	TopTier Wealth Management LLC	11,044	$457K	0.3%	N/A	0.144%
2/12/2026	Commonwealth Equity Services LLC	245,269	$10.16M	0.0%	-2.6%	3.194%
2/12/2026	JT Stratford LLC	30,278	$1.25M	0.2%	-5.0%	0.394%
2/12/2026	Wood Tarver Financial Group LLC	43,804	$1.81M	0.5%	-12.5%	0.570%
2/12/2026	Principal Securities Inc.	115,813	$4.80M	0.1%	-1.3%	1.508%
2/12/2026	Miller Financial Services LLC	24,160	$1.00M	1.2%	-1.8%	0.315%
2/11/2026	Janney Montgomery Scott LLC	18,265	$757K	0.0%	-10.0%	0.238%
2/11/2026	GWN Securities Inc.	13,307	$551K	0.1%	N/A	0.173%
2/11/2026	Capital Analysts LLC	30,699	$1.27M	0.0%	-7.6%	0.400%
2/11/2026	Outlook Wealth Advisors LLC	5,653	$234K	0.1%	-12.4%	0.074%
2/11/2026	Winnow Wealth LLC	5,653	$237K	0.2%	-13.4%	0.074%
2/11/2026	1776 Wealth LLC	7,985	$331K	0.1%	+6.8%	0.104%
2/11/2026	LPL Financial LLC	104,789	$4.34M	0.0%	+13.1%	1.364%
2/11/2026	Tradition Wealth Management LLC	12,654	$524K	0.0%	+33.4%	0.165%
2/11/2026	Wealthgarden F.S. LLC	11,181	$478K	0.3%	N/A	0.146%
2/11/2026	Parallel Advisors LLC	892	$37K	0.0%	N/A	0.012%
2/10/2026	Clear Point Advisors Inc.	12,004	$497K	0.4%	-6.6%	0.156%
2/10/2026	Founders Financial Securities LLC	22,925	$950K	0.1%	+15.8%	0.299%
2/10/2026	Weaver Consulting Group	28,497	$1.18M	0.3%	-2.3%	0.371%
2/10/2026	Foundations Investment Advisors LLC	12,654	$524K	0.0%	-4.5%	0.165%
2/9/2026	Collaborative Wealth Managment Inc.	11,958	$495K	0.2%	-10.4%	0.156%
2/9/2026	Harbour Investments Inc.	4,556	$189K	0.0%	+71.4%	0.059%
2/6/2026	IFP Advisors Inc	35,224	$1.46M	0.0%	-1.1%	0.459%
2/6/2026	HighTower Advisors LLC	71,652	$2.97M	0.0%	-0.5%	0.933%
2/5/2026	Sherry Group Inc.	80,742	$3.37M	3.5%	N/A	1.051%
2/4/2026	World Investment Advisors	17,782	$737K	0.0%	+41.2%	0.232%
2/4/2026	Trek Financial LLC	12,360	$512K	0.0%	-3.1%	0.161%
2/3/2026	AssuredPartners Investment Advisors LLC	27,021	$1.12M	0.2%	N/A	0.352%
2/3/2026	Liberty Atlantic Advisors LLC	5,993	$248K	0.2%	N/A	0.078%
2/2/2026	JDM Financial Group LLC	30,733	$1.27M	0.2%	N/A	0.400%
2/2/2026	Truist Financial Corp	45,194	$1.87M	0.0%	-2.1%	0.588%
1/29/2026	Investment Management Corp VA ADV	51,309	$2.13M	1.8%	-39.2%	0.668%
1/29/2026	ODonnell Financial Services LLC	8,379	$347K	0.1%	-4.2%	0.109%
1/28/2026	Global Trust Wealth Management LLC	13,840	$573K	0.4%	N/A	0.180%
1/27/2026	Berkshire Money Management Inc.	149,379	$6.19M	0.6%	-2.8%	1.945%
1/26/2026	Merit Financial Group LLC	12,607	$522K	0.0%	+2.1%	0.164%
1/26/2026	CWM LLC	813	$34K	0.0%	-50.1%	0.011%
1/26/2026	BCS Wealth Management	9,316	$386K	0.0%	N/A	0.121%
1/23/2026	U.S. Capital Wealth Advisors LLC	8,402	$348K	0.0%	+41.2%	0.109%
1/23/2026	Diligent Investors LLC	12,073	$500K	0.1%	+26.1%	0.157%
1/23/2026	DHJJ Financial Advisors Ltd.	35,424	$1.47M	0.5%	-0.7%	0.461%
1/22/2026	Apollon Wealth Management LLC	10,255	$425K	0.0%	+2.6%	0.134%
1/21/2026	Compass Advisory Group LLC	282,802	$11.71M	3.2%	+0.9%	3.682%
1/21/2026	BIP Wealth LLC	14,417	$597K	0.0%	N/A	0.188%
1/21/2026	MBL Wealth LLC	215,473	$8.93M	0.7%	+0.4%	2.806%
1/21/2026	Long Island Wealth Management Inc.	435,696	$18.05M	8.5%	+1.0%	5.673%
1/16/2026	PFS Partners LLC	507,283	$21.01M	9.6%	-0.6%	6.605%
1/15/2026	Brookstone Capital Management	75,988	$3.15M	0.0%	-5.8%	0.989%
1/14/2026	Pallas Capital Advisors LLC	69,624	$2.88M	0.1%	-1.3%	0.907%
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1/9/2026	First Heartland Consultants Inc.	11,713	$485K	0.0%	+11.6%	0.153%
1/8/2026	Wealth Enhancement Advisory Services LLC	94,038	$3.97M	0.0%	-1.8%	1.224%
1/7/2026	Fragasso Financial Advisors Inc	39,593	$1.64M	0.1%	-9.4%	0.516%
11/19/2025	Sunbelt Securities Inc.	67,852	$2.74M	0.2%	-0.7%	0.883%
11/17/2025	Silicon Valley Capital Partners	663	$27K	0.0%	N/A	0.009%
11/17/2025	Susquehanna International Group LLP	38,119	$1.54M	0.0%	N/A	0.496%
11/17/2025	Mercer Global Advisors Inc. ADV	6,794	$274K	0.0%	N/A	0.088%
11/17/2025	Citadel Advisors LLC	8,890	$359K	0.0%	N/A	0.116%
11/14/2025	Raymond James Financial Inc.	142,610	$5.76M	0.0%	-2.8%	1.857%
11/14/2025	Wood Tarver Financial Group LLC	50,047	$2.02M	0.6%	-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 118 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 1,250,095 shares in the last 24 months. This volume of shares sold represents approximately $48.94M in transactions.

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

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

KJAN Institutional Buying and Selling by Quarter

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

KJAN Institutional Ownership - Frequently Asked Questions

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

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

KJAN Institutional Buying and Selling by Quarter

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

KJAN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KJAN shares?

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

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

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