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

Innovator U.S. Equity Power Buffer ETF - January logo
$51.18 0.00 (0.00%)
Closing price 10/13/2026 04:10 PM Eastern
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$51.18 0.00 (0.00%)
As of 10/13/2026 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)
156
Total
Institutional Inflows
(last 12 months)
$392.39M
Number of
Institutional Sellers
(last 12 months)
107
Total
Institutional Outflows
(last 12 months)
$177.65M
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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
10/14/2026Focus Financial Network Inc.32,114$1.62M0.0%N/A0.109%
10/14/2026My Personal CFO LLC123,300$6.42M2.4%N/A0.419%
10/14/2026Liberty Atlantic Advisors LLC90,671$4.46M2.8%N/A0.308%
10/14/2026Red Crane Wealth Management LLC38,090$1.93M1.3%N/A0.130%
10/14/2026Signal Advisors Wealth LLC110,590$5.61M0.2%N/A0.376%
10/14/2026BigSur Wealth Management LLC32,500$1.65M0.4%N/A0.111%
10/14/2026Krilogy Financial LLC40,038$2.16M0.1%N/A0.136%
10/14/2026Maltin Wealth Management Inc.17,927$888K0.3%N/A0.061%
10/13/2026Clay Northam Wealth Management LLC32,704$1.62M0.8%N/A0.111%
10/13/2026Lineweaver Wealth Advisors LLC47,563$2.37M0.3%N/A0.162%
10/13/2026Forvis Mazars Wealth Advisors LLC167,007$8.26M0.1%N/A0.568%
10/13/2026PCA Investment Advisory Services Inc.11,939$652K0.2%N/A0.041%
10/13/2026Fragasso Financial Advisors Inc44,113$2.24M0.1%N/A0.150%
10/13/2026NorthCrest Asset Manangement LLC15,630$798K0.0%N/A0.053%
10/13/2026Midwest Financial Network LLC4,729$240K0.2%N/A0.016%
10/10/2026Sherry Group Inc.4,320$219K0.2%N/A0.015%
10/9/2026Castle Rock Wealth Management LLC113,375$5.50M1.0%N/A0.386%
10/9/2026Cypress Financial Planning LLC5,455$257K0.1%N/A0.019%
10/9/2026Journey Retirement Planning & Investment Management LLC8,378$425K0.3%N/A0.028%
10/9/2026Galvin Gaustad & Stein LLC21,149$1.04M0.1%N/A0.072%
10/8/2026Farther Finance Advisors LLC73,334$3.58M0.0%N/A0.249%
10/8/2026CoreCap Advisors LLC293,602$14.46M0.4%N/A0.999%
10/8/2026City Center Advisors LLC16,631$844K0.6%N/A0.057%
10/8/2026Buska Wealth Management LLC21,625$1.06M0.4%N/A0.074%
10/7/2026McAlister Sweet & Associates Inc.80,037$3.92M3.3%N/A0.272%
10/7/2026Weaver Consulting Group112,347$5.50M1.1%N/A0.382%
10/6/2026Colton Groome Financial Advisors LLC4,147$227K0.1%N/A0.014%
10/1/2026 Noble Wealth Management PBC42,129$1.99M0.9%N/A0.143%
8/13/2026Capital Square LLC22,812$1.14M0.5%N/A0.078%
7/10/2026City Holding Co.45,170$2.24M0.3%-2.6%0.154%
7/8/2026OFS Enterprise LLC4,245$210K0.1%N/A0.014%
7/8/2026Castle Rock Wealth Management LLC31,452$1.56M0.3%-0.8%0.107%
7/8/2026Midwest Financial Network LLC4,973$246K0.2%-12.0%0.017%
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%
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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%
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%
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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%


PJAN Institutional Ownership - Frequently Asked Questions

During the previous two years, 289 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 Personal CFO Solutions LLC ($27.38M).Learn more on Innovator U.S. Equity Power Buffer ETF - January's institutional investors.

Of the 258 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 8,278,505 shares in the last 24 months. This purchase volume represents approximately $392.39M in transactions.

Of the 107 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 ($660.83K), Long Island Wealth Management Inc. ($297.43K), Weaver Capital Management LLC ($290.38K), Raymond James Financial Inc. ($220.68K), World Investment Advisors ($185.34K), and Wealth Enhancement Advisory Services LLC ($148.85K).

Institutional investors have sold a total of 3,852,021 shares in the last 24 months. This volume of shares sold represents approximately $177.65M in transactions.


Related Companies

Institutional ownership data for BATS:PJAN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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