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

$44.33 +0.26 (+0.59%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
72
Total
Institutional Inflows
(last 12 months)
$72.96M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$53.24M
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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
5/5/2026Collaborative 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%
4/30/2026 Kestra 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%
4/28/2026 Berger Financial Group Inc5,721$239K0.0%-11.8%0.074%
4/27/2026 BIP Wealth LLC13,167$549K0.0%-8.7%0.171%
4/27/2026 World Investment Advisors15,213$635K0.0%-14.4%0.198%
4/23/2026 Apollon Wealth Management LLC10,485$437K0.0%+2.2%0.137%
4/22/2026 Janney 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%
4/21/2026 Compass 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%
4/18/2026 Faithward 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%
3/13/2026 World Investment Advisors17,782$737K0.0%+41.2%0.232%
2/20/2026Sunbelt Securities Inc.62,619$2.59M0.2%-7.7%0.815%
2/19/2026BFI 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%
2/17/2026 Faithward Advisors LLC37,604$1.56M0.2%-6.1%0.490%
2/16/2026 MML Investors Services LLC11,844$491K0.0%+15.8%0.154%
2/13/2026 Kestra Advisory Services LLC103,279$4.28M0.0%-1.8%1.345%
2/12/2026TopTier Wealth Management LLC11,044$457K0.3%N/A0.144%
2/12/2026 Commonwealth 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%
2/11/2026 Janney 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%
2/11/2026Winnow 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%
2/11/2026 Wealthgarden 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%
2/10/2026Weaver Consulting Group28,497$1.18M0.3%-2.3%0.371%
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%
2/5/2026Sherry Group Inc.80,742$3.37M3.5%N/A1.051%
2/4/2026 World Investment Advisors17,782$737K0.0%+41.2%0.232%
2/4/2026Trek Financial LLC12,360$512K0.0%-3.1%0.161%
2/3/2026 AssuredPartners Investment Advisors LLC27,021$1.12M0.2%N/A0.352%
2/3/2026 Liberty Atlantic Advisors LLC5,993$248K0.2%N/A0.078%
2/2/2026JDM Financial Group LLC30,733$1.27M0.2%N/A0.400%
2/2/2026 Truist Financial Corp45,194$1.87M0.0%-2.1%0.588%
1/29/2026 Investment Management Corp VA ADV51,309$2.13M1.8%-39.2%0.668%
1/29/2026ODonnell Financial Services LLC8,379$347K0.1%-4.2%0.109%
1/28/2026 Global Trust Wealth Management LLC13,840$573K0.4%N/A0.180%
1/27/2026 Berkshire Money Management Inc.149,379$6.19M0.6%-2.8%1.945%
1/26/2026 Merit Financial Group LLC12,607$522K0.0%+2.1%0.164%
1/26/2026CWM LLC813$34K0.0%-50.1%0.011%
1/26/2026 BCS Wealth Management9,316$386K0.0%N/A0.121%
1/23/2026 U.S. Capital Wealth Advisors LLC8,402$348K0.0%+41.2%0.109%
1/23/2026 Diligent Investors LLC12,073$500K0.1%+26.1%0.157%
1/23/2026 DHJJ Financial Advisors Ltd.35,424$1.47M0.5%-0.7%0.461%
1/22/2026 Apollon Wealth Management LLC10,255$425K0.0%+2.6%0.134%
1/21/2026 Compass Advisory Group LLC282,802$11.71M3.2%+0.9%3.682%
1/21/2026 BIP Wealth LLC14,417$597K0.0%N/A0.188%
1/21/2026 MBL Wealth LLC215,473$8.93M0.7%+0.4%2.806%
1/21/2026 Long Island Wealth Management Inc.435,696$18.05M8.5%+1.0%5.673%
1/16/2026 PFS Partners LLC507,283$21.01M9.6%-0.6%6.605%
1/15/2026 Brookstone Capital Management75,988$3.15M0.0%-5.8%0.989%
1/14/2026 Pallas Capital Advisors LLC69,624$2.88M0.1%-1.3%0.907%
1/9/2026 First Heartland Consultants Inc.11,713$485K0.0%+11.6%0.153%
1/8/2026 Wealth Enhancement Advisory Services LLC94,038$3.97M0.0%-1.8%1.224%
1/7/2026 Fragasso Financial Advisors Inc39,593$1.64M0.1%-9.4%0.516%
11/19/2025Sunbelt Securities Inc.67,852$2.74M0.2%-0.7%0.883%
11/17/2025Silicon Valley Capital Partners663$27K0.0%N/A0.009%
11/17/2025Susquehanna International Group LLP38,119$1.54M0.0%N/A0.496%
11/17/2025Mercer Global Advisors Inc. ADV6,794$274K0.0%N/A0.088%
11/17/2025Citadel Advisors LLC8,890$359K0.0%N/A0.116%
11/14/2025Raymond James Financial Inc.142,610$5.76M0.0%-2.8%1.857%
11/14/2025Wood Tarver Financial Group LLC50,047$2.02M0.6%-7.2%0.652%
11/12/2025JT Stratford LLC31,855$1.29M0.2%-2.4%0.415%
11/12/2025FSA Advisors Inc.28,561$1.15M0.9%-1.5%0.372%
11/12/2025BCGM Wealth Management LLC22,457$906K0.2%-1.3%0.292%
11/12/2025Arete Wealth Advisors LLC20,475$826K0.1%+4.2%0.267%
11/10/2025 First Heartland Consultants Inc.10,496$424K0.0%-5.5%0.137%
11/10/2025OneDigital Investment Advisors LLC57,025$2.30M0.0%+36.0%0.743%
11/10/2025ODonnell Financial Services LLC8,743$353K0.1%-20.1%0.114%
11/7/2025HighTower Advisors LLC72,039$2.91M0.0%-7.9%0.938%
11/6/2025 Compass Advisory Group LLC280,325$11.31M3.2%-48.2%3.650%
11/6/2025 Long Island Wealth Management Inc.431,283$17.40M8.5%-0.6%5.616%


KJAN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KJAN shares?

During the previous two years, 144 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), Cetera Advisors LLC ($10.27M), Commonwealth Equity Services LLC ($10.16M), and Osaic Holdings Inc. ($10.07M).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 120 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), Compass Advisory Group LLC ($387.19K), Cetera Advisors LLC ($274.19K), Raymond James Financial Inc. ($185.53K), Cary Street Partners Financial LLC ($126.05K), and Blair William & Co. IL ($121.74K).

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

Institutional investors have bought a total of 1,875,621 shares in the last 24 months. This purchase volume represents approximately $72.96M in transactions.

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

Of the 65 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 ($116.86K), Berkshire Money Management Inc. ($104.26K), Brookstone Capital Management ($59.60K), and AssuredPartners Investment Advisors LLC ($56.87K).

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

Institutional investors have sold a total of 1,370,229 shares in the last 24 months. This volume of shares sold represents approximately $53.24M in transactions.



This page (BATS:KJAN) was last updated on 5/5/2026 by MarketBeat.com Staff.
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