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

Innovator U.S. Equity Power Buffer ETF - January logo
$49.56 0.00 (0.00%)
As of 07/2/2026 04:10 PM 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)
160
Total
Institutional Inflows
(last 12 months)
$362.03M
Number of
Institutional Sellers
(last 12 months)
125
Total
Institutional Outflows
(last 12 months)
$217.03M
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PJAN Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/1/2026 Noble Wealth Management PBC500$25K0.0%-50.0%0.002%
6/23/2026MTM Financial Group LLC78,689$3.63M1.7%+2.4%0.268%
6/4/2026Midwest Financial Network LLC5,651$261K0.2%-74.1%0.019%
6/3/2026NewEdge Advisors LLC41,292$1.91M0.0%+26.9%0.140%
5/19/2026GTS Financial LLC10,656$492K0.4%N/A0.036%
5/19/2026Cornerstone Wealth LLC TN41,602$2.01M1.1%N/A0.142%
5/19/2026NewEdge Advisors LLC41,292$1.91M0.0%+26.9%0.140%
5/19/2026Cassady Wealth & Retirement Planning LLC62,809$3.05M1.5%+98.4%0.214%
5/19/2026Centaurus Financial Inc.49,949$2.30M0.1%+33.2%0.170%
5/19/2026Arkadios Wealth Advisors35,229$1.63M0.0%+222.3%0.120%
5/18/2026Sunbelt Securities Inc.10,649$491K0.0%+2,630.5%0.036%
5/18/2026Talon Private Wealth LLC134,804$6.22M0.8%N/A0.459%
5/18/2026Core Wealth Advisors Inc.14,728$679K0.2%+18.1%0.050%
5/16/2026Jessup Wealth Management Inc36,238$1.67M0.6%+1.1%0.123%
5/15/2026Wealth Alliance LLC59,849$2.76M0.3%-16.3%0.204%
5/13/2026Cetera Investment Advisers317,958$14.67M0.0%+15.6%1.081%
5/13/2026NewEdge Wealth LLC11,354$524K0.0%N/A0.039%
5/12/2026Bellwether Advisors LLC282,400$13.03M2.2%-3.5%0.961%
5/8/2026Atlantic Private Wealth LLC9,900$457K0.3%N/A0.034%
5/7/2026Ascent Wealth Partners LLC234,844$10.83M1.3%-0.1%0.799%
5/6/2026FSA Advisors Inc.45,061$2.08M1.4%-3.3%0.153%
5/6/2026Forty three Eighteen Advisors LLC141,958$6.55M4.9%+2.7%0.483%
5/6/2026Frisch Financial Group Inc.6,857$316K0.1%N/A0.023%
5/6/2026Independent Financial Group LLC44,116$2.04M0.1%N/A0.150%
5/6/2026Helium Advisors LLC14,330$661K0.6%N/A0.049%
5/5/2026Sigma Planning Corp7,307$337K0.0%-9.5%0.025%
5/4/2026Archer Investment Corp8,868$409K0.1%+26.7%0.030%
5/4/2026HBW Advisory Services LLC65,508$3.02M0.3%+18.7%0.223%
5/4/2026Bedel Financial Consulting Inc.21,231$979K0.1%+3.8%0.072%
5/4/2026Chicago Partners Investment Group LLC15,510$750K0.0%+9.0%0.053%
5/4/2026Vantage Point Financial LLC19,433$896K0.3%+57.4%0.066%
5/2/2026Global Assets Advisory LLC738$34K0.0%N/A0.003%
5/2/2026Valmark Advisers Inc.20,063$926K0.0%-11.8%0.068%
5/1/2026Fifth Third Bancorp2,500$115K0.0%N/A0.009%
5/1/2026Corrado Advisors LLC51,086$2.36M1.2%-1.7%0.174%
4/30/2026Kestra Advisory Services LLC194,554$8.98M0.0%+43.7%0.662%
4/30/2026Personal CFO Solutions LLC593,514$27.38M3.8%N/A2.019%
4/29/2026WealthPLAN Partners LLC19,499$899K0.2%+9.7%0.066%
4/29/2026Red Crane Wealth Management LLC38,110$1.76M1.4%+2.1%0.130%
4/29/2026Global Strategic Investment Solutions LLC12,969$598K0.1%-8.4%0.044%
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4/28/2026Berger Financial Group Inc8,624$398K0.0%+8.8%0.029%
4/28/2026Koshinski Asset Management Inc.40,261$1.86M0.1%+83.4%0.137%
4/27/2026World Investment Advisors54,612$2.52M0.0%+16.7%0.186%
4/27/2026Private Advisor Group LLC5,408$249K0.0%+21.5%0.018%
4/24/2026Element Squared LLC37,821$1.75M1.0%-44.8%0.129%
4/23/2026Continuum Advisory LLC31,463$1.45M0.1%-1.3%0.107%
4/23/2026Apollon Wealth Management LLC86,932$4.01M0.1%+135.2%0.296%
4/22/2026Patriot Financial Group Insurance Agency LLC81,892$3.78M0.2%+132.9%0.279%
4/22/2026Janney Montgomery Scott LLC243,584$11.24M0.0%+6.7%0.829%
4/21/2026Crown Wealth Group LLC76,464$3.53M1.0%+7.8%0.260%
4/21/2026Compass Advisory Group LLC370,574$17.10M4.6%+442.7%1.260%
4/21/2026Long Island Wealth Management Inc.103,874$4.79M2.2%-73.7%0.353%
4/21/2026AA Financial Advisors LLC177,189$8.17M1.2%-2.3%0.603%
4/21/2026KFG Wealth Management LLC33,851$1.56M0.2%+14.7%0.115%
4/21/2026Silver Oak Securities Incorporated23,706$1.09M0.1%+15.5%0.081%
4/18/2026Faithward Advisors LLC17,176$792K0.1%+38.5%0.058%
4/18/2026BCS Wealth Management26,782$1.24M0.3%-50.3%0.091%
4/17/2026Signal Advisors Wealth LLC110,946$5.12M0.4%+26.8%0.377%
4/17/2026Outlook Wealth Advisors LLC11,042$509K0.1%+31.0%0.038%
4/17/2026Brookstone Capital Management758,887$35.01M0.4%+522.9%2.581%
4/16/2026Ballast Rock Private Wealth LLC9,250$427K0.2%N/A0.031%
4/16/2026Triad Wealth Partners LLC137,141$6.33M0.5%+25.7%0.466%
4/16/2026Founders Financial Securities LLC70,237$3.32M0.2%+19.0%0.239%
3/17/2026Forty three Eighteen Advisors LLC138,248$6.50M5.1%N/A0.470%
3/17/2026Rockefeller Capital Management L.P.3,893$183K0.0%+556.5%0.013%
3/13/2026World Investment Advisors46,795$2.20M0.0%+317.2%0.159%
2/23/2026Sonoma Allocations LLC5,583$265K0.1%-45.3%0.019%
2/19/2026BFI Wealth Solutions LLC123,552$5.81M5.5%N/A0.420%
2/18/2026Beacon Pointe Advisors LLC160,745$7.56M0.1%+0.8%0.547%
2/18/2026NewEdge Advisors LLC32,545$1.53M0.0%-5.3%0.111%
2/18/2026Maia Wealth LLC5,936$279K0.0%-18.2%0.020%
2/18/2026Clay Northam Wealth Management LLC22,529$1.06M0.6%-3.4%0.077%
2/17/2026Cetera Investment Advisers275,053$12.93M0.0%+4.1%0.936%
2/17/2026Osaic Holdings Inc.885,169$41.62M0.1%-8.3%3.011%
2/17/2026Advisory Services Network LLC40,795$1.92M0.0%+1.9%0.139%
2/17/2026Blair William & Co. IL397,178$18.68M0.1%+15.7%1.351%
2/17/2026Beacon Financial Advisory LLC9,758$459K0.1%-9.3%0.033%
2/17/2026Faithward Advisors LLC12,398$583K0.1%-5.9%0.042%
2/16/2026MML Investors Services LLC394,834$18.57M0.0%+3.9%1.343%
2/16/2026Motiv8 Investments LLC123,710$5.82M3.2%-24.3%0.421%
2/16/2026Focus Partners Wealth499,828$23.50M0.0%+1,350.9%1.700%
2/16/2026Financial Network Wealth Advisors LLC4,196$197K0.2%+6.4%0.014%
2/16/2026Arax Advisory Partners7,862$370K0.0%N/A0.027%
2/13/2026CreativeOne Wealth LLC60,583$2.85M0.1%+17.1%0.206%
2/13/2026Kestra Advisory Services LLC135,343$6.36M0.0%+1.2%0.460%
2/13/2026WPWealth LLP10,792$507K0.1%N/A0.037%
2/13/2026Arkadios Wealth Advisors10,932$514K0.0%-26.7%0.037%
2/13/2026Ausdal Financial Partners Inc.6,376$300K0.0%+19.4%0.022%
2/12/2026Orion Porfolio Solutions LLC213,225$10.03M0.1%+6.9%0.725%
2/12/2026TopTier Wealth Management LLC37,556$1.77M1.2%N/A0.128%
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2/12/2026Commonwealth Equity Services LLC546,428$25.69M0.0%+0.2%1.859%
2/12/2026Hardworking Capital Advisors LLC83,386$3.92M3.6%N/A0.284%
2/12/2026Steward Partners Investment Advisory LLC1,623,085$76.32M0.4%+1,235.6%5.521%
2/12/2026WealthPLAN Partners LLC17,768$835K0.1%+101.0%0.060%
2/12/2026Principal Securities Inc.71,603$3.37M0.1%+13.7%0.244%
2/11/2026Stirlingshire Investments Inc.4,798$226K0.2%N/A0.016%
2/11/2026Jessup Wealth Management Inc35,850$1.69M0.6%-5.8%0.122%
2/11/2026Fortune Financial Group Inc.65,611$3.09M3.1%N/A0.223%
2/11/2026Janney Montgomery Scott LLC228,188$10.73M0.0%+1.9%0.776%
2/11/2026GWN Securities Inc.10,270$483K0.1%+20.9%0.035%


PJAN Institutional Ownership - Frequently Asked Questions

During the previous two years, 288 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. ($173.09M), Steward Partners Investment Advisory LLC ($76.32M), Penserra Capital Management LLC ($62.13M), Osaic Holdings Inc. ($41.62M), LPL Financial LLC ($39.23M), Brookstone Capital Management ($35.01M), and Raymond James Financial Services Advisors Inc. ($28.67M).Learn more on Innovator U.S. Equity Power Buffer ETF - January's institutional investors.

Of the 247 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: Steward Partners Investment Advisory LLC ($1.61M), Brookstone Capital Management ($1.39M), Raymond James Financial Inc. ($1.27M), LPL Financial LLC ($642.72K), Personal CFO Solutions LLC ($593.51K), Commonwealth Equity Services LLC ($592.92K), and Focus Partners Wealth ($465.38K).

Institutional investors have bought a total of 7,838,046 shares in the last 24 months. This purchase volume represents approximately $362.03M in transactions.

Of the 125 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: Commonwealth Equity Services LLC ($858.08K), Brookstone Capital Management ($704.41K), Wealth Enhancement Advisory Services LLC ($325.97K), Weaver Capital Management LLC ($306.42K), Long Island Wealth Management Inc. ($297.43K), Raymond James Financial Inc. ($254.94K), and World Investment Advisors ($188.45K).

Institutional investors have sold a total of 4,746,347 shares in the last 24 months. This volume of shares sold represents approximately $217.03M in transactions.


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This page (BATS:PJAN) was last updated on 7/5/2026 by MarketBeat.com Staff.
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