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Innovator U.S. Equity Power Buffer ETF - January (PJAN) Institutional Ownership

Innovator U.S. Equity Power Buffer ETF - January logo
$45.97 +3.86 (+9.17%)
As of 09:40 AM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Power Buffer ETF - January (BATS:PJAN)

Number of
Institutional Buyers
(last 12 months)
167
Total
Institutional Inflows
(last 12 months)
$350.40M
Number of
Institutional Sellers
(last 12 months)
124
Total
Institutional Outflows
(last 12 months)
$155.21M
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PJAN Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/21/2025Ascent Wealth Partners LLC242,404$11.10M1.3%-0.3%0.825%
10/21/2025First City Capital Management Inc.27,030$1.24M0.7%-10.5%0.092%
10/21/2025Silver Oak Securities Incorporated21,291$975K0.1%-2.7%0.072%
10/20/2025Quest 10 Wealth Builders Inc.4,309$197K0.2%-22.0%0.015%
10/20/2025Chris Bulman Inc18,197$833K0.4%-25.7%0.062%
10/20/2025Merit Financial Group LLC6,283$288K0.0%-8.0%0.021%
10/20/2025Weaver Capital Management LLC314,970$14.42M3.1%-2.7%1.071%
10/20/2025Continuum Advisory LLC31,885$1.46M0.2%-7.8%0.108%
10/17/2025Range Financial Group LLC155,731$7.13M2.6%-2.8%0.530%
10/17/2025WorthPointe LLC52,123$2.39M0.9%-0.9%0.177%
10/17/2025Encompass More Asset Management44,806$2.05M0.4%-1.0%0.152%
10/16/2025 Castle Rock Wealth Management LLC31,949$1.46M0.3%-1.9%0.109%
10/16/2025 HBW Advisory Services LLC54,943$2.52M0.3%+0.5%0.187%
10/16/2025 CRA Financial Services LLC73,903$3.38M0.5%-15.4%0.251%
10/15/2025 CWM LLC251,256$11.51M0.0%+1.9%0.855%
10/15/2025 World Investment Advisors11,217$514K0.0%-94.3%0.038%
10/15/2025 Brookstone Capital Management123,963$5.68M0.1%-84.2%0.422%
10/15/2025 Southland Equity Partners LLC424,220$19.43M3.9%-2.2%1.443%
10/15/2025 Founders Financial Securities LLC50,743$2.32M0.2%+25.4%0.173%
10/14/2025 Farther Finance Advisors LLC37,254$1.71M0.0%-50.8%0.127%
10/14/2025 Bernard Wealth Management Corp.22,281$1.02M0.4%-2.9%0.076%
10/14/2025 AA Financial Advisors LLC191,768$8.78M1.7%+0.4%0.652%
10/9/2025 U.S. Capital Wealth Advisors LLC33,152$1.52M0.0%-6.1%0.113%
10/8/2025 Patriot Financial Group Insurance Agency LLC39,624$1.82M0.2%-2.3%0.135%
10/7/2025 KFG Wealth Management LLC46,242$2.12M0.3%-7.7%0.157%
10/6/2025 City Center Advisors LLC15,020$688K0.7%+35.6%0.051%
10/2/2025 Global Wealth Strategies & Associates3,555$163K0.0%N/A0.012%
9/4/2025Osaic Holdings Inc.990,360$43.63M0.1%-9.1%3.369%
8/29/2025Centaurus Financial Inc.62,021$2.73M0.2%-0.8%0.211%
8/27/2025Orion Porfolio Solutions LLC197,732$8.71M0.1%+91.2%0.673%
8/15/2025Nikulski Financial Inc.48,430$2.13M0.6%-4.2%0.165%
8/15/2025Chapman Financial Group LLC4,275$188K0.2%N/A0.015%
8/15/2025Orion Porfolio Solutions LLC197,732$8.71M0.1%+91.2%0.673%
8/15/2025MML Investors Services LLC854,004$37.62M0.1%-8.7%2.905%
8/15/2025IHT Wealth Management LLC4,756$210K0.0%N/A0.016%
8/15/2025Garden State Investment Advisory Services LLC4,886$215K0.1%-8.2%0.017%
8/15/2025Benjamin Edwards Inc.243,042$10.71M0.1%+21.9%0.827%
8/14/2025Raymond James Financial Inc.700,049$30.84M0.0%-4.7%2.381%
8/14/2025Alliancebernstein L.P.3,828,314$168.64M0.1%-1.8%13.021%
8/14/2025Cerity Partners LLC6,605$291K0.0%N/A0.022%
8/13/2025Cresset Asset Management LLC102,529$4.52M0.0%+1.8%0.349%
8/13/2025Trek Financial LLC47,776$2.11M0.1%-2.8%0.163%
8/13/2025Beacon Pointe Advisors LLC176,457$7.77M0.1%+4.0%0.600%
8/13/2025Maia Wealth LLC7,408$326K0.1%-11.0%0.025%
8/12/2025Steward Partners Investment Advisory LLC122,013$5.38M0.0%+0.7%0.415%
8/12/2025CreativeOne Wealth LLC33,745$1.49M0.0%+64.1%0.115%
8/12/2025MAI Capital Management130,111$5.73M0.0%-27.5%0.443%
8/12/2025JPMorgan Chase & Co.59,993$2.64M0.0%+5.4%0.204%
8/12/2025Weaver Consulting Group26,143$1.15M0.3%+20.0%0.089%
8/8/2025Firestone Capital Management20,535$905K0.2%-12.4%0.070%
8/8/2025Collaborative Wealth Managment Inc.5,772$254K0.1%N/A0.020%
8/8/2025Cetera Investment Advisers257,903$11.36M0.0%+3.6%0.877%
8/8/2025PNC Financial Services Group Inc.12,746$561K0.0%N/A0.043%
8/6/2025AE Wealth Management LLC43,321$1.91M0.0%-23.3%0.147%
8/6/2025Penserra Capital Management LLC1,334,566$58.79M0.8%+15.4%4.539%
8/6/2025Capasso Planning Partners LLC6,747$297K0.2%-89.6%0.023%
8/6/2025RPS Advisory Solutions LLC30,396$1.34M0.7%+11.6%0.103%
8/6/2025Valtinson Bruner Financial Planning LLC20,123$886K0.3%-1.5%0.068%
8/6/2025Commonwealth Equity Services LLC1,403,353$61.82M0.1%+27.7%4.773%
8/6/2025Atlantic Union Bankshares Corp4,730$208K0.0%N/A0.016%
8/5/2025WorthPointe LLC52,613$2.32M1.0%+0.6%0.179%
8/5/2025BCGM Wealth Management LLC122,471$5.40M1.5%+1.1%0.417%
8/5/2025Sigma Planning Corp10,372$457K0.0%-13.3%0.035%
8/5/2025Jessup Wealth Management Inc38,202$1.68M0.7%-2.2%0.130%
8/4/2025Integrity Alliance LLC.15,952$703K0.0%-24.2%0.054%
8/4/2025Creative Financial Designs Inc. ADV8,500$374K0.0%-7.7%0.029%
8/4/2025Arkadios Wealth Advisors22,955$1.01M0.0%+12.3%0.078%
8/4/2025 World Investment Advisors196,559$8.66M0.2%-1.6%0.669%
8/1/2025Stuart Chaussee & Associates Inc.46,625$2.05M0.5%-7.5%0.159%
8/1/2025GWN Securities Inc.8,228$362K0.1%-12.6%0.028%
8/1/2025Ashton Thomas Private Wealth LLC11,210$494K0.0%+13.3%0.038%
8/1/2025Delta Investment Management LLC10,199$449K0.1%-15.9%0.035%
8/1/2025Envestnet Asset Management Inc.354,921$15.63M0.0%+10.4%1.207%
7/31/2025Orion Capital Management LLC36,786$1.62M0.6%+4.1%0.125%
7/31/2025Focus Partners Advisor Solutions LLC7,585$334K0.0%N/A0.026%
7/31/20253EDGE Asset Management LP19,113$842K0.1%N/A0.065%
7/31/2025Gill Capital Partners LLC112,619$4.96M1.6%-3.4%0.383%
7/30/2025Red Crane Wealth Management LLC38,477$1.70M1.5%-65.7%0.131%
7/30/2025 Brookstone Capital Management782,663$34.48M0.5%-5.3%2.662%
7/30/2025Drive Wealth Management LLC5,973$263K0.1%N/A0.020%
7/29/2025Forvis Mazars Wealth Advisors LLC193,837$8.54M0.2%-7.7%0.659%
7/29/2025Signature Estate & Investment Advisors LLC6,819$300K0.0%+22.9%0.023%
7/29/2025Koshinski Asset Management Inc.24,195$1.07M0.1%-1.3%0.082%
7/29/2025Straight Path Wealth Management6,934$305K0.1%+14.0%0.024%
7/29/2025Commons Capital LLC7,582$334K0.3%N/A0.026%
7/28/2025Compass Advisory Group LLC72,939$3.21M1.0%+11.3%0.248%
7/28/2025WealthPlan Investment Management LLC43,978$1.94M0.1%+0.6%0.150%
7/28/2025Mutual Advisors LLC31,281$1.40M0.0%-1.1%0.106%
7/28/2025Harbour Investments Inc.46,365$2.04M0.1%-1.7%0.158%
7/28/2025Sagespring Wealth Partners LLC7,407$326K0.0%+5.5%0.025%
7/28/2025RFG Advisory LLC36,341$1.60M0.0%-13.9%0.124%
7/28/2025Elmwood Wealth Management Inc.86,191$3.80M1.5%+2.9%0.293%
7/25/2025Atria Wealth Solutions Inc.30,894$1.36M0.0%-15.9%0.105%
7/25/2025MGO One Seven LLC12,931$570K0.0%N/A0.044%
7/25/2025Yarger Wealth Strategies LLC21,857$963K0.5%-13.9%0.074%
7/25/2025 CWM LLC246,556$10.86M0.0%+23.6%0.839%
7/25/2025Sovereign Financial Group Inc.5,700$251K0.1%-5.0%0.019%
7/24/2025 Bernard Wealth Management Corp.22,935$1.01M0.5%-2.1%0.078%
7/24/2025Vantage Point Financial LLC7,332$323K0.1%N/A0.025%
7/24/2025IFP Advisors Inc103,236$4.55M0.1%+0.8%0.351%
(Data available from 1/1/2016 forward)

PJAN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PJAN shares?

During the previous two years, 261 institutional investors and hedge funds held shares of Innovator U.S. Equity Power Buffer ETF - January. The most heavily invested institutionals were Alliancebernstein L.P. ($168.64M), Commonwealth Equity Services LLC ($61.82M), Penserra Capital Management LLC ($58.79M), Osaic Holdings Inc. ($43.63M), MML Investors Services LLC ($37.62M), Raymond James Financial Inc. ($30.84M), and Lincoln National Corp ($29.73M).Learn more on Innovator U.S. Equity Power Buffer ETF - January's institutional investors.

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

Of the 221 institutional investors that purchased Innovator U.S. Equity Power Buffer ETF - January's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($1.89M), Raymond James Financial Inc. ($1.27M), Commonwealth Equity Services LLC ($1.10M), Osaic Holdings Inc. ($706.00K), Cetera Investment Advisers ($538.62K), Raymond James Financial Services Advisors Inc. ($525.45K), and LPL Financial LLC ($515.70K).

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

Institutional investors have bought a total of 8,332,204 shares in the last 24 months. This purchase volume represents approximately $350.27M in transactions.

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

Of the 123 institutional investors that sold Innovator U.S. Equity Power Buffer ETF - January's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($727.42K), Range Financial Group LLC ($317.52K), Cetera Investment Advisers ($202.37K), World Investment Advisors ($188.45K), Wealth Enhancement Advisory Services LLC ($186.75K), Focus Partners Wealth ($177.26K), and Commonwealth Equity Services LLC ($171.34K).

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

Institutional investors have sold a total of 3,569,624 shares in the last 24 months. This volume of shares sold represents approximately $154.84M in transactions.



This page (BATS:PJAN) was last updated on 10/22/2025 by MarketBeat.com Staff
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