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

Innovator U.S. Equity Power Buffer ETF - January logo
$48.64 +0.15 (+0.31%)
As of 05/5/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
175
Total
Institutional Inflows
(last 12 months)
$438.82M
Number of
Institutional Sellers
(last 12 months)
129
Total
Institutional Outflows
(last 12 months)
$220.04M
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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
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%
5/5/2026 Sigma Planning Corp7,307$337K0.0%-9.5%0.025%
5/4/2026 Archer Investment Corp8,868$409K0.1%+26.7%0.030%
5/4/2026 HBW Advisory Services LLC65,508$3.02M0.3%+18.7%0.223%
5/4/2026 Bedel Financial Consulting Inc.21,231$979K0.1%+3.8%0.072%
5/4/2026 Chicago Partners Investment Group LLC15,510$750K0.0%+9.0%0.053%
5/4/2026 Vantage Point Financial LLC19,433$896K0.3%+57.4%0.066%
5/2/2026 Global Assets Advisory LLC738$34K0.0%N/A0.003%
5/2/2026 Valmark Advisers Inc.20,063$926K0.0%-11.8%0.068%
5/1/2026 Fifth Third Bancorp2,500$115K0.0%N/A0.009%
5/1/2026 Corrado Advisors LLC51,086$2.36M1.2%-1.7%0.174%
4/30/2026 Kestra Advisory Services LLC194,554$8.98M0.0%+43.7%0.662%
4/30/2026 Personal CFO Solutions LLC593,514$27.38M3.8%N/A2.019%
4/29/2026 WealthPLAN Partners LLC19,499$899K0.2%+9.7%0.066%
4/29/2026 Red Crane Wealth Management LLC38,110$1.76M1.4%+2.1%0.130%
4/29/2026 Global Strategic Investment Solutions LLC12,969$598K0.1%-8.4%0.044%
4/28/2026 Berger Financial Group Inc8,624$398K0.0%+8.8%0.029%
4/28/2026 Koshinski Asset Management Inc.40,261$1.86M0.1%+83.4%0.137%
4/27/2026 World Investment Advisors54,612$2.52M0.0%+16.7%0.186%
4/27/2026 Private Advisor Group LLC5,408$249K0.0%+21.5%0.018%
4/24/2026 Element Squared LLC37,821$1.75M1.0%-44.8%0.129%
4/23/2026 Continuum Advisory LLC31,463$1.45M0.1%-1.3%0.107%
4/23/2026 Apollon Wealth Management LLC86,932$4.01M0.1%+135.2%0.296%
4/22/2026 Patriot Financial Group Insurance Agency LLC81,892$3.78M0.2%+132.9%0.279%
4/22/2026 Janney Montgomery Scott LLC243,584$11.24M0.0%+6.7%0.829%
4/21/2026 Crown Wealth Group LLC76,464$3.53M1.0%+7.8%0.260%
4/21/2026 Compass Advisory Group LLC370,574$17.10M4.6%+442.7%1.260%
4/21/2026 Long Island Wealth Management Inc.103,874$4.79M2.2%-73.7%0.353%
4/21/2026 AA Financial Advisors LLC177,189$8.17M1.2%-2.3%0.603%
4/21/2026 KFG Wealth Management LLC33,851$1.56M0.2%+14.7%0.115%
4/21/2026 Silver Oak Securities Incorporated23,706$1.09M0.1%+15.5%0.081%
4/18/2026 Faithward Advisors LLC17,176$792K0.1%+38.5%0.058%
4/18/2026 BCS Wealth Management26,782$1.24M0.3%-50.3%0.091%
4/17/2026 Signal Advisors Wealth LLC110,946$5.12M0.4%+26.8%0.377%
4/17/2026 Outlook Wealth Advisors LLC11,042$509K0.1%+31.0%0.038%
4/17/2026 Brookstone Capital Management758,887$35.01M0.4%+522.9%2.581%
4/16/2026 Ballast Rock Private Wealth LLC9,250$427K0.2%N/A0.031%
4/16/2026 Triad Wealth Partners LLC137,141$6.33M0.5%+25.7%0.466%
4/16/2026 Founders 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%
3/13/2026 World 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%
2/18/2026 Clay 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%
2/17/2026 Beacon Financial Advisory LLC9,758$459K0.1%-9.3%0.033%
2/17/2026 Faithward Advisors LLC12,398$583K0.1%-5.9%0.042%
2/16/2026 MML 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%
2/13/2026 Kestra 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%
2/12/2026 Commonwealth 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%
2/12/2026 WealthPLAN Partners LLC17,768$835K0.1%+101.0%0.060%
2/12/2026Principal Securities Inc.71,603$3.37M0.1%+13.7%0.244%
2/11/2026 Stirlingshire Investments Inc.4,798$226K0.2%N/A0.016%
2/11/2026Jessup Wealth Management Inc35,850$1.69M0.6%-5.8%0.122%
2/11/2026 Fortune Financial Group Inc.65,611$3.09M3.1%N/A0.223%
2/11/2026 Janney Montgomery Scott LLC228,188$10.73M0.0%+1.9%0.776%
2/11/2026GWN Securities Inc.10,270$483K0.1%+20.9%0.035%
2/11/2026Cerity Partners LLC16,759$788K0.0%N/A0.057%
2/11/2026LPL Financial LLC834,395$39.23M0.0%+18.0%2.838%
2/11/2026Parallel Advisors LLC1,389$65K0.0%N/A0.005%
2/11/2026 Straight Path Wealth Management9,793$460K0.1%+29.9%0.033%
2/10/2026Lido Advisors LLC42,355$1.99M0.0%N/A0.144%
2/10/2026 Goldstein Advisors LLC4,364$205K0.0%N/A0.015%
2/10/2026Calton & Associates Inc.4,265$201K0.0%N/A0.015%
2/10/2026COFG Advisors LLC146,891$6.91M1.7%N/A0.500%
2/10/2026 Gill Capital Partners LLC111,257$5.23M1.6%+9.1%0.378%
2/10/2026Waterloo Capital L.P.4,304$202K0.0%N/A0.015%
2/10/2026 Founders Financial Securities LLC59,044$2.78M0.2%+16.4%0.201%
2/10/2026Northwestern Mutual Wealth Management Co.16,916$795K0.0%+5,814.7%0.058%
2/10/2026 Corrado Advisors LLC51,981$2.44M1.2%+7.3%0.177%
2/10/2026Foundations Investment Advisors LLC12,112$570K0.0%+29.3%0.041%
2/9/2026Valtinson Bruner Financial Planning LLC20,418$960K0.3%+1.5%0.069%
2/9/2026Bellwether Advisors LLC292,617$13.76M2.2%+8.8%0.995%
2/9/2026Blue Bell Private Wealth Management LLC50,888$2.39M0.4%-12.4%0.173%
2/9/2026Harbour Investments Inc.19,130$899K0.0%-62.6%0.065%
2/6/2026Global Retirement Partners LLC2,128$100K0.0%N/A0.007%
2/6/2026 IFP Advisors Inc99,368$4.67M0.1%-0.5%0.338%
2/6/2026 RPS Advisory Solutions LLC49,418$2.32M1.1%+62.6%0.168%
2/6/2026 Creative Financial Designs Inc. ADV8,775$413K0.0%+3.2%0.030%


PJAN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PJAN shares?

During the previous two years, 287 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.

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

Of the 248 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), Osaic Holdings Inc. ($706.00K), LPL Financial LLC ($642.72K), Personal CFO Solutions LLC ($593.51K), and Commonwealth Equity Services LLC ($592.92K).

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

Institutional investors have bought a total of 9,726,950 shares in the last 24 months. This purchase volume represents approximately $438.82M in transactions.

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

Of the 128 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).

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

Institutional investors have sold a total of 4,823,347 shares in the last 24 months. This volume of shares sold represents approximately $220.04M in transactions.


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This page (BATS:PJAN) was last updated on 5/6/2026 by MarketBeat.com Staff.
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