Free Trial

Innovator U.S. Equity Ultra Buffer ETF - January (UJAN) Institutional Ownership

$39.01 +0.75 (+1.97%)
As of 05/23/2025 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$120.34M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$31.87M
Get UJAN Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator U.S. Equity Ultra 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

UJAN Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 MBL Wealth LLC20,535$783K0.1%+5.9%0.314%
5/20/2025 Focus Partners Wealth19,340$738K0.0%N/A0.296%
5/19/2025 Jane Street Group LLC9,796$374K0.0%-19.0%0.150%
5/16/2025 Arete Wealth Advisors LLC15,916$607K0.0%-15.8%0.244%
5/16/2025 Talon Private Wealth LLC852,671$32.53M4.4%N/A13.058%
5/15/2025 OLD Mission Capital LLC42,438$1.62M0.0%N/A0.650%
5/14/2025 Tradition Wealth Management LLC7,844$299K0.0%-7.6%0.120%
5/14/2025 JT Stratford LLC14,140$539K0.1%-3.3%0.217%
5/13/2025 Compass Advisory Group LLC20,596$786K0.3%-3.2%0.315%
5/13/2025 Long Island Wealth Management Inc.31,924$1.22M0.7%-1.2%0.489%
5/13/2025 Financial Network Wealth Advisors LLC780$30K0.0%N/A0.012%
5/13/2025 HighTower Advisors LLC23,458$895K0.0%+120.2%0.359%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors183,451$7.01M0.6%+8.5%2.809%
5/12/2025 Benjamin Edwards Inc.6,348$242K0.0%N/A0.097%
5/9/2025 Chicago Partners Investment Group LLC11,073$424K0.0%-36.8%0.172%
5/9/2025 WealthShield Partners LLC3,538$135K0.0%+1,245.2%0.055%
5/9/2025 Novus Advisors LLC6,996$267K0.3%N/A0.109%
5/8/2025 Harbour Investments Inc.11,555$441K0.0%+5.4%0.180%
5/8/2025 MGO One Seven LLC109,426$4.17M0.2%-3.5%1.702%
5/8/2025 Arkadios Wealth Advisors10,582$404K0.0%N/A0.165%
5/6/2025 Cetera Investment Advisers28,102$1.07M0.0%-2.2%0.437%
5/6/2025 Avantax Advisory Services Inc.7,434$284K0.0%-3.8%0.116%
5/6/2025 WorthPointe LLC9,780$373K0.2%N/A0.152%
5/1/2025 CWM LLC81,175$3.10M0.0%+93.4%1.262%
4/30/2025 Trek Financial LLC15,993$610K0.0%+111.2%0.249%
4/29/2025 Envestnet Asset Management Inc.39,769$1.52M0.0%+99.4%0.618%
4/29/2025 Strategic Blueprint LLC135,176$5.16M0.3%-0.6%2.102%
4/29/2025 Brookstone Capital Management1,444,403$55.09M0.8%+3,173.8%22.463%
4/28/2025 Mutual Advisors LLC21,161$803K0.0%N/A0.329%
4/23/2025 Spire Wealth Management52,897$2.02M0.1%+157.5%0.823%
4/23/2025 IMG Wealth Management Inc.48,473$1.85M1.7%+2.2%0.754%
4/22/2025 Prairie Wealth Advisors Inc.65,764$2.51M1.2%+2.9%1.023%
4/22/2025 Cambridge Investment Research Advisors Inc.39,502$1.51M0.0%-8.5%0.614%
4/18/2025 DHJJ Financial Advisors Ltd.3,883$148K0.1%-26.0%0.060%
4/16/2025 Southland Equity Partners LLC16,040$612K0.1%-14.2%0.259%
4/16/2025 Wealth Enhancement Advisory Services LLC44,837$1.71M0.0%+10.5%0.723%
4/15/2025 Central Valley Advisors LLC39,185$1.50M0.6%+108.1%0.632%
4/15/2025 Accurate Wealth Management LLC29,244$1.09M0.2%+15.3%0.472%
4/14/2025 Tounjian Advisory Partners LLC10,758$410K0.1%N/A0.174%
4/14/2025 City Center Advisors LLC13,744$524K0.6%+3.7%0.222%
52 Money Mondays for $7 (This Weekend Only) (Ad)

Right now, for a limited time… You can get up to 52 Money Monday trades for just $7! Thanks to Wall Street’s “Most Wanted” trader, who just put the finishing touches on his brand-new Money Monday algorithm.

Click Here And You Can Lock In 52 Money Mondays for $7 Today
4/11/2025 KFG Wealth Management LLC23,194$885K0.2%+23.7%0.374%
4/10/2025 Fermata Advisors LLC498,653$19.02M3.4%-7.7%8.043%
4/9/2025 RFG Advisory LLC13,181$503K0.0%+91.1%0.213%
4/8/2025 Lantz Financial LLC52,618$2.01M0.5%N/A0.849%
4/3/2025 Hiley Hunt Wealth Management12,824$490K0.3%N/A0.207%
3/6/2025 Wood Tarver Financial Group LLC16,228$632K0.2%N/A0.281%
2/18/2025 Orion Capital Management LLC3,983$155K0.1%N/A0.073%
2/17/2025 CoreCap Advisors LLC8,310$324K0.0%-9.2%0.153%
2/17/2025 Cetera Investment Advisers28,720$1.12M0.0%-8.8%0.529%
2/17/2025 Citadel Advisors LLC13,520$527K0.0%+18.4%0.249%
2/14/2025 Jane Street Group LLC12,090$471K0.0%-67.1%0.223%
2/14/2025 Long Island Wealth Management Inc.32,324$1.26M0.8%-1.1%0.595%
2/14/2025 MGO One Seven LLC113,443$4.42M0.2%-1.2%2.089%
2/14/2025 Tradition Wealth Management LLC8,487$331K0.0%-85.3%0.156%
2/13/2025 Barclays PLC3,800$148K0.0%+7,207.7%0.070%
2/13/2025 Townsquare Capital LLC8,458$329K0.0%-16.1%0.156%
2/13/2025 Raymond James Financial Inc.78,012$3.04M0.0%N/A1.437%
2/13/2025 Trek Financial LLC7,571$295K0.0%-4.4%0.139%
2/13/2025 Envestnet Asset Management Inc.19,942$777K0.0%-32.4%0.367%
2/12/2025 Arete Wealth Advisors LLC18,912$737K0.1%+78.2%0.348%
2/11/2025 LPL Financial LLC26,770$1.04M0.0%-2.2%0.493%
2/10/2025 IMG Wealth Management Inc.47,424$1.85M1.7%N/A0.873%
2/10/2025 Commonwealth Equity Services LLC184,807$7.20M0.0%-7.7%3.403%
2/7/2025 PFG Advisors43,667$1.70M0.1%-12.8%0.804%
2/7/2025 HighTower Advisors LLC10,654$415K0.0%N/A0.196%
2/6/2025 Raymond James Financial Inc.78,012$3.04M0.0%N/A1.437%
2/5/2025 SRS Capital Advisors Inc.1,200$47K0.0%+47.2%0.022%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors169,070$6.59M0.2%+7.7%3.114%
1/31/2025 Truist Financial Corp85,900$3.35M0.0%-0.7%1.582%
1/30/2025 Allworth Financial LP54,855$2.17M0.0%-21.2%1.010%
1/30/2025 DHJJ Financial Advisors Ltd.5,248$204K0.1%-16.2%0.097%
1/29/2025 Stonebridge Financial Group LLC3,290$128K0.0%N/A0.061%
1/28/2025 Archer Investment Corp1,057$41K0.0%-34.9%0.019%
1/28/2025 Prairie Wealth Advisors Inc.63,911$2.49M1.2%N/A1.177%
1/24/2025 Compass Advisory Group LLC21,283$829K0.3%-2.6%0.392%
1/23/2025 Strategic Blueprint LLC135,947$5.30M0.3%-15.1%2.504%
1/21/2025 KFG Wealth Management LLC18,746$730K0.1%-33.4%0.345%
1/21/2025 RFG Advisory LLC6,896$269K0.0%-59.6%0.127%
1/15/2025 Central Valley Advisors LLC18,831$733K0.3%+191.2%0.347%
1/15/2025 Fermata Advisors LLC540,220$21.04M3.9%-3.5%9.949%
1/14/2025 Accurate Wealth Management LLC25,373$983K0.2%+4.1%0.467%
1/13/2025 Brookstone Capital Management44,120$1.72M0.0%-2.0%0.813%
1/7/2025 FC Advisory LLC5,580$217K0.1%N/A0.103%
12/26/2024 JPMorgan Chase & Co.952$36K0.0%-58.0%0.018%
11/18/2024 Arete Wealth Advisors LLC10,611$404K0.0%-21.3%0.195%
11/15/2024 Continuum Advisory LLC9,699$375K0.0%+11.3%0.179%
11/15/2024 Jane Street Group LLC36,706$1.40M0.0%+356.7%0.676%
11/14/2024 Tradition Wealth Management LLC57,847$2.20M0.2%-32.4%1.065%
11/13/2024 WorthPointe LLC9,642$367K0.2%+8.1%0.178%
11/13/2024 Townsquare Capital LLC10,087$384K0.0%N/A0.186%
Musk’s AI Masterplan – Our #1 AI Stock to Buy Now (Ad)

Missed Nvidia? This Under-the-Radar AI Stock Could Be Next Musk's AI empire is just beginning — and one overlooked company could be at the center of it all. We reveal everything in this exclusive Memorial Day webinar.

Reserve your spot before it's gone >>>
11/6/2024 Archer Investment Corp1,623$62K0.0%-97.0%0.030%
11/5/2024 Harbour Investments Inc.11,124$423K0.0%-5.2%0.205%
11/2/2024 XML Financial LLC8,573$326K0.0%-12.2%0.158%
10/25/2024 Strategic Blueprint LLC160,163$6.09M0.4%-0.9%2.950%
10/25/2024 Worth Financial Advisory Group LLC32,427$1.23M0.7%-2.0%0.597%
10/23/2024 Allworth Financial LP69,580$2.65M0.0%-10.7%1.281%
10/18/2024Raymond James & Associates66,511$2.53M0.0%+59.3%1.225%
10/18/2024 Accurate Wealth Management LLC24,382$932K0.2%-3.4%0.449%
10/9/2024 Fermata Advisors LLC559,943$21.31M4.3%+4.4%10.312%
10/9/2024 Maltin Wealth Management Inc.19,713$750K0.4%-1.7%0.363%
(Data available from 1/1/2016 forward)

UJAN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UJAN shares?

During the previous two years, 94 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - January. The most heavily invested institutionals were Brookstone Capital Management ($55.09M), SageView Advisory Group LLC ($34.44M), Talon Private Wealth LLC ($32.53M), Fermata Advisors LLC ($19.02M), Commonwealth Equity Services LLC ($7.20M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($7.01M), and Strategic Blueprint LLC ($5.16M).Learn more on UJAN's institutional investors.

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

Of the 64 institutional investors that purchased Innovator U.S. Equity Ultra Buffer ETF - January stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($1.84M), SageView Advisory Group LLC ($1.00M), Talon Private Wealth LLC ($852.67K), Fermata Advisors LLC ($559.94K), Raymond James Financial Inc. ($156.02K), Prairie Wealth Advisors Inc. ($65.76K), and CWM LLC ($64.00K).

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

Institutional investors have bought a total of 5,463,727 shares in the last 24 months. This purchase volume represents approximately $201.73M in transactions.

Which Innovator U.S. Equity Ultra Buffer ETF - January major shareholders have been selling company stock?

Of the 57 institutional investors that sold Innovator U.S. Equity Ultra Buffer ETF - January stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($411.38K), Strategic Blueprint LLC ($235.52K), Osaic Holdings Inc. ($169.34K), Commonwealth Equity Services LLC ($102.97K), Donald L. Hagan LLC ($90.26K), Archer Investment Corp ($87.57K), and Tradition Wealth Management LLC ($77.68K).

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

Institutional investors have sold a total of 1,608,744 shares in the last 24 months. This volume of shares sold represents approximately $57.33M in transactions.



This page (BATS:UJAN) was last updated on 5/24/2025 by MarketBeat.com Staff
From Our Partners