Free Trial

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

$44.94 -0.03 (-0.07%)
As of 05/29/2026 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)
68
Total
Institutional Inflows
(last 12 months)
$51.17M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$48.94M
Get KJAN Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator U.S. Small Cap Power Buffer ETF - January stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
5/19/2026 Winnow Wealth LLC4,997$208K0.2%-11.6%0.065%
5/19/2026 Cornerstone Wealth LLC TN19,589$859K0.5%N/A0.255%
5/19/2026 NewEdge Advisors LLC15,992$667K0.0%+6.7%0.208%
5/18/2026 Sunbelt Securities Inc.62,861$2.62M0.2%+0.4%0.819%
5/13/2026 Cetera Investment Advisers167,247$6.98M0.0%+13.3%2.178%
5/13/2026 NewEdge Wealth LLC6,842$285K0.0%N/A0.089%
5/6/2026 FSA Advisors Inc.29,111$1.22M0.8%+1.3%0.379%
5/6/2026 Independent Financial Group LLC35,700$1.49M0.0%N/A0.465%
5/5/2026 Collaborative 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%
2/20/2026 Sunbelt Securities Inc.62,619$2.59M0.2%-7.7%0.815%
2/19/2026 BFI Wealth Solutions LLC111,045$4.60M4.4%N/A1.446%
2/18/2026 First Commonwealth Financial Corp PA 15,581$645K0.1%-2.1%0.203%
2/18/2026 EP Wealth Advisors LLC7,102$294K0.0%N/A0.092%
2/18/2026 NewEdge Advisors LLC14,992$621K0.0%-5.8%0.195%
2/17/2026 Cetera Investment Advisers147,575$6.11M0.0%-10.4%1.922%
2/17/2026 Osaic Holdings Inc.243,123$10.07M0.0%-5.8%3.166%
2/17/2026 Captrust Financial Advisors8,488$352K0.0%-6.3%0.111%
2/17/2026 Blair 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%
2/12/2026 TopTier Wealth Management LLC11,044$457K0.3%N/A0.144%
Check Your Power Bill: New ‘AI Tax’ Rolling Out Nationwide (Ad)

A new AI energy crisis is spiking power bills across America - and experts warn it's part of a $33 trillion problem that could destabilize markets if left unaddressed. A new venture backed by Elon Musk and Sam Altman is positioned to address this growing strain on the power grid, with analysts pointing to a small group of stocks that could benefit significantly.tc pixel

See which stocks could surge if this AI energy fix takes hold
2/12/2026 Commonwealth Equity Services LLC245,269$10.16M0.0%-2.6%3.194%
2/12/2026 JT Stratford LLC30,278$1.25M0.2%-5.0%0.394%
2/12/2026 Wood Tarver Financial Group LLC43,804$1.81M0.5%-12.5%0.570%
2/12/2026 Principal 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%
2/11/2026 GWN Securities Inc.13,307$551K0.1%N/A0.173%
2/11/2026 Capital Analysts LLC30,699$1.27M0.0%-7.6%0.400%
2/11/2026 Outlook Wealth Advisors LLC5,653$234K0.1%-12.4%0.074%
2/11/2026 Winnow Wealth LLC5,653$237K0.2%-13.4%0.074%
2/11/2026 1776 Wealth LLC7,985$331K0.1%+6.8%0.104%
2/11/2026 LPL Financial LLC104,789$4.34M0.0%+13.1%1.364%
2/11/2026 Tradition Wealth Management LLC12,654$524K0.0%+33.4%0.165%
2/11/2026 Wealthgarden F.S. LLC11,181$478K0.3%N/A0.146%
2/11/2026 Parallel 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%
2/10/2026 Weaver Consulting Group28,497$1.18M0.3%-2.3%0.371%
2/10/2026 Foundations Investment Advisors LLC12,654$524K0.0%-4.5%0.165%
2/9/2026 Collaborative Wealth Managment Inc.11,958$495K0.2%-10.4%0.156%
2/9/2026 Harbour Investments Inc.4,556$189K0.0%+71.4%0.059%
2/6/2026 IFP Advisors Inc35,224$1.46M0.0%-1.1%0.459%
2/6/2026 HighTower Advisors LLC71,652$2.97M0.0%-0.5%0.933%
2/5/2026 Sherry Group Inc.80,742$3.37M3.5%N/A1.051%
2/4/2026 World Investment Advisors17,782$737K0.0%+41.2%0.232%
2/4/2026 Trek 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%
2/2/2026 JDM 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%
1/29/2026 ODonnell 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%
1/26/2026 CWM 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%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
1/7/2026 Fragasso Financial Advisors Inc39,593$1.64M0.1%-9.4%0.516%
11/19/2025 Sunbelt Securities Inc.67,852$2.74M0.2%-0.7%0.883%
11/17/2025 Silicon Valley Capital Partners663$27K0.0%N/A0.009%
11/17/2025 Susquehanna International Group LLP38,119$1.54M0.0%N/A0.496%
11/17/2025 Mercer Global Advisors Inc. ADV6,794$274K0.0%N/A0.088%
11/17/2025 Citadel Advisors LLC8,890$359K0.0%N/A0.116%
11/14/2025 Raymond James Financial Inc.142,610$5.76M0.0%-2.8%1.857%
11/14/2025 Wood Tarver Financial Group LLC50,047$2.02M0.6%-7.2%0.652%
11/12/2025 JT Stratford LLC31,855$1.29M0.2%-2.4%0.415%
11/12/2025 FSA Advisors Inc.28,561$1.15M0.9%-1.5%0.372%


KJAN Institutional Ownership - Frequently Asked Questions

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), 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 117 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 1,253,111 shares in the last 24 months. This purchase volume represents approximately $51.17M 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.



This page (BATS:KJAN) was last updated on 5/30/2026 by MarketBeat.com Staff.
From Our Partners