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

$35.17
-0.19 (-0.54%)
(As of 05/22/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
55
Total
Institutional Inflows
(last 12 months)
$195.59M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$61.84M
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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
5/17/2024 Vima LLC19,427$687K0.2%+17,722.9%0.166%
5/17/2024 Clear Point Advisors Inc.14,349$508K0.4%+56.5%0.122%
5/14/2024 JT Stratford LLC30,314$1.07M0.2%N/A0.258%
5/14/2024 First Commonwealth Financial Corp PA 11,666$413K0.1%N/A0.099%
5/14/2024 InterOcean Capital Group LLC8,746$309K0.0%+41.8%0.075%
5/10/2024 Alera Investment Advisors LLC6,506$230K0.0%-21.0%0.055%
5/9/2024 Corrado Advisors LLC52,705$1.86M1.2%+31.4%0.446%
5/9/2024 Blair William & Co. IL44,553$1.58M0.0%N/A0.377%
5/9/2024 SageView Advisory Group LLC25,679$908K0.0%+58.0%0.217%
5/9/2024 Koshinski Asset Management Inc.13,685$484K0.0%-41.0%0.116%
5/8/2024 Berkshire Money Management Inc.1,684,573$59.58M7.2%+252.1%14.240%
5/8/2024 Avantax Advisory Services Inc.31,394$1.11M0.0%+2.8%0.265%
5/7/2024 BCGM Wealth Management LLC10,351$366K0.1%+7.7%0.087%
5/7/2024 PFG Advisors5,973$211K0.0%N/A0.050%
5/3/2024 Catalina Capital Group LLC34,406$1.22M0.5%N/A0.291%
5/3/2024 TFB Advisors LLC8,760$300K0.1%-21.5%0.074%
5/1/2024 Janney Montgomery Scott LLC50,709$1.79M0.0%+125.8%0.429%
4/30/2024 Arkadios Wealth Advisors9,140$323K0.0%N/A0.077%
4/30/2024 Valtinson Bruner Financial Planning LLC8,654$306K0.1%-13.0%0.073%
4/29/2024Commonwealth Equity Services LLC389,950$13.79M0.0%+252.7%3.296%
4/29/2024 Castle Wealth Management LLC12,656$448K0.2%+96.2%0.107%
4/25/2024 Capital Investment Advisory Services LLC3,361$119K0.0%+43.9%0.028%
4/25/2024 Cambridge Investment Research Advisors Inc.69,953$2.47M0.0%+307.5%0.576%
4/23/2024 Gradient Investments LLC276,145$9.77M0.2%+31,713.9%2.273%
4/23/2024 Sugarloaf Wealth Management LLC13,011$460K0.1%+133.4%0.107%
4/23/2024 Strategic Blueprint LLC19,477$689K0.0%+116.6%0.160%
4/23/2024 Raymond James Financial Services Advisors Inc.71,936$2.54M0.0%N/A0.592%
4/22/2024 Legacy CG LLC460,368$16.28M5.9%N/A3.789%
4/22/2024 MBL Wealth LLC331,203$11.72M1.3%+23.6%2.726%
4/19/2024 FORVIS Wealth Advisors LLC46,087$1.63M0.0%-12.3%0.379%
4/17/2024 Avalon Capital Management96,068$3.40M1.4%N/A0.791%
4/16/2024 Weaver Consulting Group32,657$1.16M0.4%N/A0.269%
4/16/2024 Maltin Wealth Management Inc.20,359$720K0.4%N/A0.168%
4/16/2024 Wealth Enhancement Advisory Services LLC32,504$1.15M0.0%+2.3%0.268%
4/16/2024 PFS Partners LLC520,282$18.40M12.2%+96.2%4.282%
4/15/2024 SMI Advisory Services LLC109,616$3.84M1.1%-81.6%0.902%
4/15/2024 Brookstone Capital Management101,060$3.57M0.1%+146.5%0.832%
4/15/2024 Sunbelt Securities Inc.69,050$2.44M0.3%+24.2%0.568%
4/12/2024 Keystone Wealth Services LLC6,930$245K0.1%N/A0.057%
4/12/2024 Global Trust Asset Management LLC26,500$937K0.4%N/A0.218%
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4/11/2024 DHJJ Financial Advisors Ltd.40,906$1.45M0.6%+3.1%0.337%
4/11/2024 RFG Advisory LLC77,308$2.73M0.1%N/A0.636%
4/10/2024 Marcum Wealth LLC58,535$2.07M0.2%N/A0.482%
4/10/2024 BCS Wealth Management7,317$259K0.1%N/A0.060%
3/6/2024 SageView Advisory Group LLC16,254$554K0.0%+23.0%0.307%
2/9/2024 SageView Advisory Group LLC16,254$554K0.0%+23.0%0.307%
2/8/2024 Janney Montgomery Scott LLC22,461$771K0.0%-11.6%0.424%
2/7/2024 Avantax Advisory Services Inc.30,547$1.05M0.0%-55.8%0.576%
2/7/2024 Berger Financial Group Inc6,016$206K0.0%-23.1%0.114%
2/7/2024 Principal Securities Inc.1,713$59K0.0%N/A0.032%
2/6/2024 Lincoln National Corp19,355$664K0.0%+17.0%0.365%
2/2/2024 ODonnell Financial Services LLC395,857$13.58M6.8%N/A7.469%
2/2/2024 Stuart Chaussee & Associates Inc.38,451$1.32M0.4%N/A0.725%
2/2/2024 Acas LLC12,215$419K0.5%-12.6%0.230%
2/1/2024 Corrado Advisors LLC40,100$1.38M1.1%-4.8%0.757%
2/1/2024 Capital Investment Advisory Services LLC2,336$80K0.0%N/A0.044%
1/31/2024 Castle Wealth Management LLC6,450$221K0.1%N/A0.122%
1/30/2024 DHJJ Financial Advisors Ltd.39,684$1.36M0.6%-5.4%0.749%
1/29/2024 Koshinski Asset Management Inc.23,205$796K0.1%+88.0%0.438%
1/29/2024 Compass Advisory Group LLC511,248$17.54M8.4%+222.6%9.646%
1/29/2024 PFS Partners LLC265,230$9.10M6.2%N/A5.004%
1/25/2024 Strategic Blueprint LLC8,991$308K0.0%N/A0.170%
1/25/2024 Blue Bell Private Wealth Management LLC11,357$390K0.1%-11.4%0.214%
1/23/2024 Alera Investment Advisors LLC8,237$283K0.0%-17.3%0.155%
1/19/2024 AdvisorNet Financial Inc106,217$3.64M0.3%-8.6%2.004%
1/18/2024 TFB Advisors LLC11,165$383K0.2%-10.8%0.211%
1/18/2024 MBL Wealth LLC267,958$9.19M1.2%+4.0%5.056%
1/16/2024CoreCap Advisors LLC9,753$335K0.0%-5.5%0.184%
1/12/2024 SMI Advisory Services LLC596,591$20.11M5.1%N/A11.256%
1/11/2024 Brookstone Capital Management41,001$1.41M0.0%N/A0.774%
1/11/2024 FORVIS Wealth Advisors LLC52,568$1.80M0.1%-9.6%0.992%
1/10/2024 Sugarloaf Wealth Management LLC5,575$191K0.0%+132.3%0.105%
1/9/2024IFP Advisors Inc70,383$2.42M0.1%+76.5%1.328%
12/11/2023 Sunbelt Securities Inc.57,055$1.75M0.2%+3.2%1.077%
11/13/2023 TFB Advisors LLC12,510$384K0.5%-9.6%0.236%
11/13/2023 Kestra Advisory Services LLC27,993$860K0.0%-7.3%0.528%
11/8/2023 BCGM Wealth Management LLC9,323$286K0.1%-21.1%0.176%
11/8/2023 HighTower Advisors LLC28,294$860K0.0%+3.0%0.534%
11/8/2023 Janney Montgomery Scott LLC25,395$780K0.0%-12.4%0.479%
11/8/2023 Avantax Advisory Services Inc.69,069$2.12M0.0%+4.5%1.303%
11/6/2023 Corrado Advisors LLC42,121$1.29M0.9%-1.0%0.795%
11/3/2023 SageView Advisory Group LLC13,217$406K0.0%-17.8%0.249%
11/3/2023 Main Street Financial Solutions LLC7,480$230K0.0%-11.8%0.141%
10/31/2023 Allworth Financial LP1,200$37K0.0%-98.9%0.023%
10/30/2023 Blue Bell Private Wealth Management LLC12,819$394K0.1%-7.9%0.242%
10/27/2023 Gradient Investments LLC868$27K0.0%-99.8%0.016%
10/26/2023 FORVIS Wealth Advisors LLC58,151$1.79M0.1%-5.2%1.097%
10/24/2023 Acas LLC13,978$429K0.5%-7.5%0.264%
10/24/2023 Compass Advisory Group LLC158,500$4.87M2.6%-63.7%2.991%
10/24/2023 Cambridge Investment Research Advisors Inc.15,889$488K0.0%-27.2%0.300%
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10/23/2023Commonwealth Equity Services LLC89,739$2.76M0.0%-8.8%1.693%
10/17/2023 Berkshire Money Management Inc.635,491$19.52M3.0%+0.2%11.990%
10/13/2023 Global Strategic Investment Solutions LLC86,799$2.67M0.3%-35.8%1.638%
10/12/2023 AdvisorNet Financial Inc116,167$3.57M0.3%-0.7%2.192%
10/11/2023 AE Wealth Management LLC8,630$265K0.0%-8.2%0.163%
10/11/2023 MBL Wealth LLC257,758$7.92M1.1%+102.2%4.863%
10/11/2023 Alera Investment Advisors LLC9,964$306K0.1%-7.7%0.188%
10/11/2023 Vista Private Wealth Partners. LLC20,619$627K0.3%-65.9%0.389%
10/10/2023 DHJJ Financial Advisors Ltd.41,949$1.29M0.6%-6.6%0.791%
8/14/2023IFP Advisors Inc39,799$1.27M0.1%-0.8%0.751%
(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, 86 institutional investors and hedge funds held shares of Innovator U.S. Small Cap Power Buffer ETF - January. The most heavily invested institutionals were Berkshire Money Management Inc. ($59.58M), PFS Partners LLC ($18.40M), Compass Advisory Group LLC ($17.54M), Legacy CG LLC ($16.28M), Commonwealth Equity Services LLC ($13.79M), ODonnell Financial Services LLC ($13.58M), and MBL Wealth LLC ($11.72M).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 72 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. ($1.78M), Gradient Investments LLC ($990.33K), SMI Advisory Services LLC ($596.59K), Compass Advisory Group LLC ($555.85K), PFS Partners LLC ($520.28K), Legacy CG LLC ($460.37K), and ODonnell Financial Services LLC ($395.86K).

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

Institutional investors have bought a total of 7,316,978 shares in the last 24 months. This purchase volume represents approximately $246.97M in transactions.

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

Of the 41 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: Gradient Investments LLC ($714.59K), SMI Advisory Services LLC ($486.98K), Compass Advisory Group LLC ($285.28K), HighTower Advisors LLC ($262.04K), Stephens Inc. AR ($111.35K), Allworth Financial LP ($106.33K), and Valtinson Bruner Financial Planning LLC ($98.15K).

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

Institutional investors have sold a total of 2,533,073 shares in the last 24 months. This volume of shares sold represents approximately $80.46M in transactions.


This page (BATS:KJAN) was last updated on 5/23/2024 by MarketBeat.com Staff

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