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

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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)
76
Total
Institutional Inflows
(last 12 months)
$117.25M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$113.73M
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KJAN Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
4/30/2025 Allworth Financial LP729$26K0.0%-87.4%0.008%
4/30/2025 Stratos Wealth Advisors LLC6,219$222K0.0%-16.7%0.072%
4/29/2025 U.S. Capital Wealth Advisors LLC6,238$223K0.0%N/A0.072%
4/29/2025 Wood Tarver Financial Group LLC56,237$2.01M0.7%+314.3%0.648%
4/29/2025 Envestnet Asset Management Inc.21,783$779K0.0%-30.5%0.251%
4/29/2025 World Investment Advisors13,745$491K0.0%N/A0.158%
4/29/2025 Strategic Blueprint LLC49,233$1.76M0.1%+125.0%0.567%
4/29/2025 Brookstone Capital Management83,406$2.98M0.0%+15.4%0.961%
4/29/2025 OneDigital Investment Advisors LLC30,793$1.10M0.0%-22.0%0.355%
4/25/2025 Koshinski Asset Management Inc.11,205$400K0.0%-12.0%0.129%
4/25/2025 Crown Wealth Group LLC16,699$597K0.3%-6.2%0.192%
4/25/2025 Stonebridge Financial Group LLC5,011$179K0.0%+26.8%0.058%
4/24/2025 Beacon Financial Advisory LLC7,050$252K0.1%-6.2%0.081%
4/23/2025 Berkshire Money Management Inc.253,641$9.07M1.0%-31.5%2.922%
4/23/2025 Cornerstone Wealth Group LLC7,173$256K0.0%N/A0.083%
4/23/2025 AssuredPartners Investment Advisors LLC70,163$2.51M0.5%-2.4%0.808%
4/22/2025 Cambridge Investment Research Advisors Inc.53,756$1.92M0.0%-2.5%0.619%
4/18/2025 DHJJ Financial Advisors Ltd.35,992$1.29M0.5%+3.8%0.415%
4/18/2025 Global Trust Asset Management LLC5,000$179K0.1%-79.4%0.058%
4/17/2025 Janney Montgomery Scott LLC25,057$896K0.0%+4.2%0.289%
4/14/2025 Pallas Capital Advisors LLC68,630$2.45M0.1%+5.7%0.791%
4/14/2025 Outlook Wealth Advisors LLC6,455$231K0.1%N/A0.074%
4/10/2025 Diligent Investors LLC9,597$343K0.1%+14.0%0.108%
4/9/2025 HBW Advisory Services LLC32,149$1.15M0.2%+17.0%0.362%
4/9/2025 Fragasso Financial Advisors Inc44,932$1.61M0.1%N/A0.506%
4/9/2025 NBC Securities Inc.3,510$125K0.0%N/A0.040%
4/7/2025 AdvisorNet Financial Inc101,335$3.62M0.3%-1.6%1.141%
4/2/2025 Marcum Wealth LLC57,818$2.07M0.2%+2.1%0.651%
3/17/2025 Wealth 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%
3/6/2025 Wood 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%
2/18/2025 Sunbelt 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%
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
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%
2/14/2025 OneDigital 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%
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%
2/13/2025 Trek Financial LLC14,349$536K0.0%-21.5%0.122%
2/13/2025 Envestnet 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%
2/12/2025 AssuredPartners 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%
2/10/2025Commonwealth Equity Services LLC375,875$14.04M0.0%-24.0%3.204%
2/10/2025Avantax Advisory Services Inc.28,742$1.07M0.0%+2.0%0.245%
2/7/2025HighTower Advisors LLC83,861$3.13M0.0%+8.5%0.715%
2/7/2025Miller Financial Services LLC25,455$951K0.8%N/A0.217%
2/7/2025Acas LLC15,443$592K0.4%+34.9%0.132%
2/6/2025Raymond James Financial Inc.38,868$1.45M0.0%N/A0.331%
2/6/2025Steward Partners Investment Advisory LLC3,363$126K0.0%+29.1%0.029%
2/5/2025Red Crane Wealth Management LLC36,355$1.36M1.3%N/A0.310%
2/4/2025Avalon Capital Management89,797$3.35M1.1%-1.4%0.766%
2/4/2025IFP Advisors Inc35,434$1.32M0.0%+20.8%0.302%
2/4/2025Forvis Mazars Wealth Advisors LLC26,693$997K0.0%-22.3%0.228%
1/31/2025 Truist Financial Corp37,173$1.39M0.0%-6.8%0.317%
1/30/2025 Allworth Financial LP5,797$221K0.0%-95.1%0.049%
1/30/2025 Principal Securities Inc.102,519$3.83M0.1%-26.3%0.874%
1/30/2025 DHJJ Financial Advisors Ltd.34,669$1.30M0.5%-12.8%0.296%
1/29/2025 Stonebridge Financial Group LLC3,952$148K0.0%N/A0.034%
1/28/2025Stephens Inc. AR384,152$14.35M0.2%-0.7%3.275%
1/27/2025 Beacon Financial Advisory LLC7,517$281K0.1%-30.5%0.064%
1/27/2025 Berkshire Money Management Inc.370,200$13.83M1.5%-80.0%3.156%
1/27/2025 PFS Partners LLC519,302$19.40M10.4%-0.5%4.427%
1/24/2025 Vantage Point Financial LLC7,511$281K0.2%N/A0.064%
1/24/2025Compass Advisory Group LLC488,924$18.26M6.5%-13.3%4.168%
1/23/2025 Capital Investment Advisory Services LLC29,961$1.12M0.1%-4.0%0.255%
1/23/2025 Strategic Blueprint LLC21,881$817K0.0%-2.6%0.187%
1/22/2025Foundations Investment Advisors LLC10,938$409K0.0%+3.6%0.093%
1/17/2025 Janney Montgomery Scott LLC24,044$898K0.0%-46.3%0.205%
1/16/2025 Koshinski Asset Management Inc.12,735$476K0.0%-3.9%0.109%
1/16/2025 Maltin Wealth Management Inc.22,747$850K0.4%-22.5%0.194%
1/13/2025 BCS Wealth Management5,703$213K0.1%-18.6%0.049%
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
1/13/2025 AdvisorNet Financial Inc102,946$3.85M0.3%-1.0%0.878%
1/13/2025 Brookstone Capital Management72,304$2.70M0.0%-15.2%0.616%
1/8/2025 Weaver Consulting Group30,474$1.14M0.4%-7.1%0.260%
1/3/2025 First City Capital Management Inc.11,670$436K0.2%N/A0.099%
11/18/2024 Sunbelt Securities Inc.64,412$2.39M0.2%-2.2%0.549%
11/15/2024MML Investors Services LLC15,250$565K0.0%-16.6%0.130%
11/15/2024EP Wealth Advisors LLC8,584$318K0.0%N/A0.073%
11/15/2024Jane Street Group LLC16,464$610K0.0%-4.6%0.140%
11/15/2024Wolverine Trading LLC16,952$627K0.0%+41.3%0.145%
11/15/2024 Weaver Consulting Group32,787$1.22M0.4%+3.8%0.280%
(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, 131 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 ($18.26M), ODonnell Financial Services LLC ($15.62M), Stephens Inc. AR ($15.36M), Commonwealth Equity Services LLC ($14.04M), MBL Wealth LLC ($12.13M), and Long Island Wealth Management Inc. ($10.86M).Learn more on KJAN's institutional investors.

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

Of the 109 institutional investors that purchased Innovator U.S. Small Cap Power Buffer ETF - January stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Berkshire Money Management Inc. ($1.94M), SMI Advisory Services LLC ($596.59K), PFS Partners LLC ($520.28K), Compass Advisory Group LLC ($495.52K), Legacy CG LLC ($460.37K), ODonnell Financial Services LLC ($395.86K), and Cetera Investment Advisers ($379.24K).

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

Institutional investors have bought a total of 8,171,119 shares in the last 24 months. This purchase volume represents approximately $283.38M in transactions.

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

Of the 82 institutional investors that sold Innovator U.S. Small Cap Power Buffer ETF - January 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), Gradient Investments LLC ($714.59K), SMI Advisory Services LLC ($539.60K), Legacy CG LLC ($446.05K), Compass Advisory Group LLC ($353.44K), Cetera Investment Advisers ($299.41K), and Allworth Financial LP ($224.73K).

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

Institutional investors have sold a total of 5,007,396 shares in the last 24 months. This volume of shares sold represents approximately $175.69M in transactions.



This page (BATS:KJAN) was last updated on 5/1/2025 by MarketBeat.com Staff
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