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Innovator Equity Defined Protection ETF - 2 Yr to January 2027 (TJAN) Institutional Ownership

$28.70 -0.02 (-0.05%)
As of 10:15 AM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator Equity Defined Protection ETF - 2 Yr to January 2027 (BATS:TJAN)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$1.76M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$274.80K
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TJAN Institutional Buying and Selling by Quarter

Innovator Equity Defined Protection ETF - 2 Yr to January 2027 Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/11/2026Bullseye Investment Management LLC2,698$76K0.0%N/A0.182%
9/2/2026Citadel Advisors LLC7,731$218K0.0%N/A0.522%
6/23/2026MTM Financial Group LLC15,983$433K0.2%+3.7%1.080%
4/17/2026Brookstone Capital Management168,266$4.56M0.1%-0.5%11.369%
2/18/2026OLD Mission Capital LLC47,333$1.29M0.0%+51.7%3.944%
2/17/2026Cetera Investment Advisers8,534$233K0.0%-10.9%0.711%
2/13/2026Kestra Advisory Services LLC6,050$165K0.0%N/A0.504%
2/13/2026CreativeOne Wealth LLC7,380$202K0.0%N/A0.615%
2/6/2026HighTower Advisors LLC63,479$1.74M0.0%-2.3%5.290%
1/15/2026Brookstone Capital Management169,075$4.62M0.1%-0.2%14.090%
11/17/2025Susquehanna International Group LLP48,111$1.30M0.0%+97.0%3.486%
11/14/2025Raymond James Financial Inc.38,718$1.05M0.0%-13.4%2.806%
11/7/2025HighTower Advisors LLC64,964$1.76M0.0%-0.6%4.708%
10/15/2025Brookstone Capital Management169,491$4.58M0.1%-3.5%12.282%
8/14/2025Jane Street Group LLC9,475$250K0.0%-77.9%0.677%
8/14/2025Raymond James Financial Inc.44,722$1.18M0.0%+20.2%3.194%
8/12/2025CreativeOne Wealth LLC8,169$215K0.0%N/A0.584%
8/8/2025Cetera Investment Advisers16,394$432K0.0%-5.8%1.171%
7/31/2025Gill Capital Partners LLC28,254$744K0.2%+10.2%2.018%
7/30/2025Brookstone Capital Management175,561$4.63M0.1%+64.9%12.363%
7/28/2025Harbour Investments Inc.21,630$570K0.0%+1,010.4%1.523%
7/28/2025Cypress Wealth Services LLC30,599$806K0.1%N/A2.155%
7/21/2025Triad Wealth Partners LLC13,297$350K0.1%N/A0.936%
7/11/2025Farther Finance Advisors LLC3,249$86K0.0%N/A0.220%
5/19/2025Jane Street Group LLC42,943$1.09M0.0%N/A2.016%
5/15/2025OLD Mission Capital LLC12,713$322K0.0%N/A0.597%
5/14/2025Tradition Wealth Management LLC29,562$748K0.1%N/A1.388%
5/13/2025HighTower Advisors LLC65,341$1.65M0.0%N/A3.068%
5/9/2025Atlantic Private Wealth LLC62,218$1.57M1.2%N/A2.921%
5/9/2025Atria Wealth Solutions Inc.8,147$206K0.0%N/A0.382%
5/9/2025Gill Capital Partners LLC25,639$649K0.2%N/A1.204%
5/9/2025Novus Advisors LLC21,389$541K0.5%N/A1.004%
5/8/2025Harbour Investments Inc.1,948$49K0.0%N/A0.091%
5/7/2025Vantage Financial Partners LLC40,389$1.02M0.3%N/A1.896%
5/6/2025Cetera Investment Advisers17,396$440K0.0%N/A0.817%
5/5/2025IFP Advisors Inc3,100$78K0.0%N/A0.146%
5/1/2025CWM LLC2,653$67K0.0%N/A0.125%
4/30/2025CFO4Life Group LLC13,240$335K0.1%N/A0.622%
4/29/2025Wood Tarver Financial Group LLC2,917$74K0.0%N/A0.137%
4/29/2025Envestnet Asset Management Inc.640,861$16.21M0.0%N/A30.087%
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4/29/2025Brookstone Capital Management106,435$2.69M0.0%N/A4.997%
4/28/2025Mutual Advisors LLC25,017$634K0.0%N/A1.175%
4/22/2025Cambridge Investment Research Advisors Inc.14,568$369K0.0%N/A0.684%
4/22/2025VanWeelden Wealth Management LLC645,628$16.34M14.5%N/A30.311%


TJAN Institutional Ownership - Frequently Asked Questions

During the previous two years, 30 institutional investors and hedge funds held shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2027. The most heavily invested institutionals were VanWeelden Wealth Management LLC ($16.34M), Envestnet Asset Management Inc. ($16.21M), Brookstone Capital Management ($4.56M), HighTower Advisors LLC ($1.74M), Atlantic Private Wealth LLC ($1.57M), Susquehanna International Group LLP ($1.30M), and OLD Mission Capital LLC ($1.29M).Learn more on Innovator Equity Defined Protection ETF - 2 Yr to January 2027's institutional investors.

Of the 30 institutional investors that purchased Innovator Equity Defined Protection ETF - 2 Yr to January 2027's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: VanWeelden Wealth Management LLC ($645.63K), Envestnet Asset Management Inc. ($640.86K), Brookstone Capital Management ($175.56K), HighTower Advisors LLC ($65.34K), Atlantic Private Wealth LLC ($62.22K), Jane Street Group LLC ($42.94K), and Vantage Financial Partners LLC ($40.39K).

Institutional investors have bought a total of 64,253 shares in the last 24 months. This purchase volume represents approximately $1.76M in transactions.

The following institutional investors have sold Innovator Equity Defined Protection ETF - 2 Yr to January 2027 stock in the last 24 months: Raymond James Financial Inc. ($6.00K), HighTower Advisors LLC ($1.86K), Brookstone Capital Management ($1.23K), and Cetera Investment Advisers ($1.05K).

Institutional investors have sold a total of 10,140 shares in the last 24 months. This volume of shares sold represents approximately $274.80K in transactions.



Institutional ownership data for BATS:TJAN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/11/2026. New 13F filings are added each quarter as they're published.
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