Free Trial

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

Innovator U.S. Equity Power Buffer ETF - January logo
$44.20 +2.09 (+4.95%)
Closing price 07/11/2025 03:58 PM Eastern
Extended Trading
$44.19 -0.01 (-0.02%)
As of 07/11/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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)
156
Total
Institutional Inflows
(last 12 months)
$312.79M
Number of
Institutional Sellers
(last 12 months)
118
Total
Institutional Outflows
(last 12 months)
$152.31M
Get PJAN Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator U.S. Equity Power Buffer ETF - January stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
7/11/2025Farther Finance Advisors LLC75,735$3.34M0.1%+155.9%0.257%
7/11/2025Silver Oak Securities Incorporated21,889$964K0.1%-13.0%0.074%
7/10/2025 Oliver Lagore Vanvalin Investment Group9,530$395K0.1%N/A0.032%
7/10/2025 ARS Wealth Advisors Group LLC13,186$581K0.1%-18.5%0.045%
7/10/2025 Wealth Enhancement Advisory Services LLC258,076$11.40M0.0%-40.7%0.877%
7/10/2025 Focus Financial Network Inc.22,015$970K0.0%-6.8%0.075%
7/9/2025 Lineweaver Wealth Advisors LLC26,723$1.18M0.2%-7.4%0.091%
7/9/2025 Pallas Capital Advisors LLC132,013$5.82M0.2%-16.0%0.449%
7/8/2025 Range Financial Group LLC160,171$7.06M2.8%-2.6%0.544%
7/8/2025 PTM Wealth Management LLC24,502$1.08M0.7%-14.7%0.083%
7/7/2025 Schulz Wealth LTD.19,755$870K0.7%-6.5%0.067%
7/3/2025 City 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%
A new rule goes live in July — and the banks are quietly cashing in (Ad)

A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Street and the Big Banks… It gives them the green light to treat a certain tangible asset as equivalent to cold, hard cash. Not stocks. Not real estate. And definitely not the U.S. dollar. We're talking about something they don't want you to notice — because the fewer people who act on this, the better it is for them.

To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how
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%
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%
5/7/2025 PTM 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%
5/2/2025 Lineweaver 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%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
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%
(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 7,506,118 shares in the last 24 months. This purchase volume represents approximately $312.79M in transactions.

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

Of the 118 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 ($332.08K), Commonwealth Equity Services LLC ($278.86K), Cetera Investment Advisers ($218.23K), Wealth Enhancement Advisory Services LLC ($186.75K), Focus Partners Wealth ($177.26K), and NewEdge Advisors LLC ($130.33K).

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

Institutional investors have sold a total of 3,681,455 shares in the last 24 months. This volume of shares sold represents approximately $152.31M in transactions.



This page (BATS:PJAN) was last updated on 7/13/2025 by MarketBeat.com Staff
From Our Partners