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

Innovator U.S. Equity Power Buffer ETF - January logo
$44.18 +2.07 (+4.92%)
As of 07/3/2025 01:04 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
158
Total
Institutional Inflows
(last 12 months)
$312.84M
Number of
Institutional Sellers
(last 12 months)
116
Total
Institutional Outflows
(last 12 months)
$143.10M
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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
7/3/2025City Center Advisors LLC11,073$488K0.5%-6.6%0.038%
7/2/2025 HBW Advisory Services LLC54,678$2.41M0.3%+1.1%0.186%
5/21/2025MBL Wealth LLC6,760$280K0.0%-18.7%0.023%
5/20/2025Belpointe Asset Management LLC7,764$322K0.0%-49.2%0.027%
5/20/2025Focus Partners Wealth40,722$1.69M0.0%-16.9%0.139%
5/20/2025Integrity Alliance LLC.21,049$873K0.0%N/A0.072%
5/19/2025Jane Street Group LLC9,018$374K0.0%N/A0.031%
5/19/2025SCS Capital Management LLC26,044$1.08M0.0%N/A0.089%
5/16/2025Stuart Chaussee & Associates Inc.50,420$2.09M0.5%+9.9%0.172%
5/16/2025Faithward Advisors LLC13,658$566K0.1%N/A0.047%
5/16/2025Arete Wealth Advisors LLC6,596$274K0.0%+5.7%0.023%
5/16/2025Signature Estate & Investment Advisors LLC5,550$230K0.0%N/A0.019%
5/16/2025Ashton Thomas Private Wealth LLC9,896$410K0.0%+62.9%0.034%
5/16/2025Cape Investment Advisory Inc.7,550$313K0.1%+18.0%0.026%
5/16/2025Talon Private Wealth LLC48,044$1.99M0.3%N/A0.164%
5/16/2025NewEdge Advisors LLC34,362$1.43M0.0%-4.7%0.117%
5/16/2025Integrated Wealth Concepts LLC106,676$4.42M0.1%-2.6%0.364%
5/16/2025Alliancebernstein L.P.3,897,489$161.63M0.1%+1.0%13.311%
5/16/2025AQR Capital Management LLC43,545$1.81M0.0%+1.3%0.149%
5/15/2025Core Wealth Advisors Inc.12,475$517K0.2%N/A0.043%
5/15/2025Betterment LLC5,587$232K0.0%+14.1%0.019%
5/15/2025MAI Capital Management179,540$7.45M0.1%+145.8%0.613%
5/15/2025JDM Financial Group LLC58,000$2.41M1.2%+11,958.2%0.198%
5/14/2025Triad Wealth Partners LLC27,610$1.15M0.4%+102.0%0.094%
5/14/2025CreativeOne Wealth LLC20,558$853K0.0%+28.6%0.070%
5/14/2025Per Stirling Capital Management LLC.12,439$516K0.1%+13.4%0.042%
5/14/2025Orion Capital Management LLC35,348$1.47M0.6%-2.1%0.121%
5/14/2025Comerica Bank2,500$104K0.0%N/A0.009%
5/14/2025Kestra Advisory Services LLC140,157$5.81M0.0%-19.4%0.479%
5/14/2025Capital Analysts LLC1,178$49K0.0%+52.0%0.004%
5/14/2025Tradition Wealth Management LLC20,923$868K0.1%+13.9%0.071%
5/13/2025Steward Partners Investment Advisory LLC121,105$5.02M0.0%+874.3%0.414%
5/13/2025Raymond James Financial Inc.734,306$30.45M0.0%+38.3%2.508%
5/13/2025Cresset Asset Management LLC100,743$4.18M0.0%+399.8%0.344%
5/13/2025Forvis Mazars Wealth Advisors LLC209,982$8.71M0.2%-15.2%0.717%
5/13/2025Nations Financial Group Inc. IA ADV7,834$325K0.0%N/A0.027%
5/13/2025Horizon Investments LLC22,111$917K0.0%+71.9%0.076%
5/13/2025Compass Advisory Group LLC65,522$2.72M0.9%+3.7%0.224%
5/13/2025Long Island Wealth Management Inc.103,960$4.31M2.6%+7.1%0.355%
5/13/2025Kovitz Investment Group Partners LLC374,277$15.52M0.1%+0.6%1.278%
Why Elon is funding the “Quantum Power Grid” (Ad)

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5/13/2025Financial Network Wealth Advisors LLC839$35K0.0%+182.5%0.003%
5/13/2025HighTower Advisors LLC137,940$5.72M0.0%+12.1%0.471%
5/12/2025Northeast Financial Group Inc.5,047$209K0.1%N/A0.017%
5/12/2025Benjamin Edwards Inc.199,436$8.27M0.1%+29.2%0.681%
5/12/2025Townsquare Capital LLC78,432$3.25M0.0%+14.9%0.268%
5/12/2025WealthPlan Investment Management LLC43,728$1.81M0.2%+4.2%0.149%
5/12/2025Red Crane Wealth Management LLC112,240$4.66M4.5%-1.3%0.383%
5/9/2025Chicago Partners Investment Group LLC15,577$648K0.0%-16.1%0.053%
5/9/2025Atria Wealth Solutions Inc.36,739$1.52M0.0%-3.2%0.125%
5/9/2025Encompass More Asset Management37,792$1.57M0.5%+25.3%0.129%
5/9/2025Gill Capital Partners LLC116,643$4.84M1.7%+264.4%0.398%
5/9/2025Commonwealth Equity Services LLC1,099,362$45.59M0.1%+35.5%3.755%
5/9/2025Blair William & Co. IL351,083$14.56M0.0%+2,230.0%1.199%
5/8/2025Certified Advisory Corp13,897$576K0.1%-13.3%0.047%
5/8/2025BCGM Wealth Management LLC121,122$5.02M1.5%+38.3%0.414%
5/8/2025Harbour Investments Inc.47,189$1.96M0.1%+34.9%0.161%
5/8/2025Arkadios Wealth Advisors20,437$848K0.0%N/A0.070%
5/8/2025MMA Asset Management LLC5,393$224K0.1%N/A0.018%
5/8/2025FSA Advisors Inc.47,469$1.97M1.6%+21.4%0.162%
5/7/2025Evermay Wealth Management LLC64,392$2.67M0.4%-9.9%0.220%
5/7/2025PTM Wealth Management LLC28,708$1.11M1.1%N/A0.098%
5/7/2025Foundations Investment Advisors LLC5,175$215K0.0%N/A0.018%
5/7/2025Bellwether Advisors LLC269,059$11.16M2.3%-2.6%0.919%
5/7/2025LPL Financial LLC658,097$27.29M0.0%+362.1%2.248%
5/7/2025Bedel Financial Consulting Inc.20,993$872K0.1%-2.4%0.072%
5/7/2025Phoenix Financial Ltd.25,790$1.07M0.0%N/A0.088%
5/6/2025Cetera Investment Advisers248,951$10.32M0.0%-44.8%0.861%
5/6/2025Avantax Advisory Services Inc.25,995$1.08M0.0%+9.0%0.090%
5/6/2025AE Wealth Management LLC56,506$2.34M0.0%+27.1%0.195%
5/6/2025Retirement Income Solutions Inc21,400$887K0.2%+12.4%0.074%
5/6/2025WorthPointe LLC52,307$2.17M1.0%+37.1%0.181%
5/5/2025Wealth Alliance LLC71,723$2.97M0.4%+7.4%0.248%
5/5/2025IFP Advisors Inc102,441$4.25M0.1%+1.3%0.354%
5/5/2025Allegiance Financial Group Advisory Services LLC8,420$349K0.1%+42.3%0.029%
5/2/2025Kingsview Wealth Management LLC5,850$243K0.0%+10.4%0.020%
5/2/2025Ascent Wealth Partners LLC244,875$10.16M1.4%N/A0.846%
5/2/2025Lineweaver Wealth Advisors LLC28,850$1.20M0.2%-2.4%0.100%
5/2/2025Firestone Capital Management23,436$972K0.3%-2.0%0.081%
5/2/2025Dakota Wealth Management37,262$1.55M0.0%N/A0.129%
5/2/2025Apollon Wealth Management LLC36,867$1.53M0.0%-8.7%0.127%
5/2/2025Sigma Planning Corp11,965$496K0.0%-17.5%0.041%
5/1/2025Corrado Advisors LLC48,783$2.02M1.4%+24.5%0.169%
5/1/2025CWM LLC199,469$8.27M0.0%+43.8%0.689%
5/1/2025Stephens Inc. AR15,830$656K0.0%+5.3%0.055%
5/1/2025Nikulski Financial Inc.50,530$2.10M0.6%+0.5%0.175%
5/1/2025Quest 10 Wealth Builders Inc.6,953$288K0.3%-26.7%0.024%
4/30/2025Axxcess Wealth Management LLC5,818$241K0.0%N/A0.020%
4/30/2025Trek Financial LLC49,152$2.04M0.1%-7.7%0.170%
4/30/2025Stratos Wealth Advisors LLC17,659$732K0.0%+26.4%0.061%
4/30/2025Jessup Wealth Management Inc39,047$1.62M0.7%+10.0%0.135%
Why Elon is funding the “Quantum Power Grid” (Ad)

Elon knows the future isn’t about smarter AI — it’s about powering it. And this new technology is quietly becoming one of the most profitable stories of the year.

Chris Rowe just shared the full details in a live presentation… Watch it here before it comes down.
4/29/2025U.S. Capital Wealth Advisors LLC36,077$1.50M0.0%+6.2%0.125%
4/29/2025Wood Tarver Financial Group LLC2,962$123K0.0%-62.7%0.010%
4/29/2025Envestnet Asset Management Inc.321,468$13.33M0.0%+21.1%1.111%
4/29/2025Penserra Capital Management LLC1,156,228$47.95M0.9%+3.6%3.997%
4/29/2025World Investment Advisors199,669$8.28M0.2%+121.4%0.690%
4/29/2025Strategic Blueprint LLC7,987$331K0.0%-84.2%0.028%
4/29/2025Brookstone Capital Management826,246$34.26M0.5%+1,086.2%2.856%
4/29/2025OneDigital Investment Advisors LLC61,329$2.54M0.0%+5.9%0.212%
4/29/2025Silver Oak Securities Incorporated25,151$1.04M0.1%N/A0.087%
4/29/2025Sterling Financial Planning Inc.16,323$677K0.2%-1.7%0.056%
(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, 253 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. ($161.63M), Penserra Capital Management LLC ($47.95M), Commonwealth Equity Services LLC ($45.59M), Osaic Holdings Inc. ($37.95M), Brookstone Capital Management ($34.26M), Raymond James Financial Inc. ($30.45M), 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 212 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 ($791.87K), Osaic Holdings Inc. ($706.00K), Cetera Investment Advisers ($533.87K), Raymond James Financial Services Advisors Inc. ($526.82K), 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 7,512,385 shares in the last 24 months. This purchase volume represents approximately $312.84M in transactions.

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

Of the 116 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 ($1.12M), Range Financial Group LLC ($327.89K), Commonwealth Equity Services LLC ($278.86K), Cetera Investment Advisers ($218.23K), Focus Partners Wealth ($177.26K), NewEdge Advisors LLC ($130.33K), and City Holding Co. ($89.69K).

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

Institutional investors have sold a total of 3,472,936 shares in the last 24 months. This volume of shares sold represents approximately $143.10M in transactions.



This page (BATS:PJAN) was last updated on 7/4/2025 by MarketBeat.com Staff
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