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

$40.66 +0.29 (+0.71%)
As of 07/3/2025 01:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Ultra Buffer ETF - January (BATS:UJAN)

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$120.06M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$31.69M
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UJAN Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/3/2025City Center Advisors LLC12,790$517K0.6%-6.9%0.197%
5/21/2025MBL Wealth LLC20,535$783K0.1%+5.9%0.314%
5/20/2025Focus Partners Wealth19,340$738K0.0%N/A0.296%
5/19/2025Jane Street Group LLC9,796$374K0.0%-19.0%0.150%
5/16/2025Arete Wealth Advisors LLC15,916$607K0.0%-15.8%0.244%
5/16/2025Talon Private Wealth LLC852,671$32.53M4.4%N/A13.058%
5/15/2025OLD Mission Capital LLC42,438$1.62M0.0%N/A0.650%
5/14/2025Tradition Wealth Management LLC7,844$299K0.0%-7.6%0.120%
5/14/2025JT Stratford LLC14,140$539K0.1%-3.3%0.217%
5/13/2025Compass Advisory Group LLC20,596$786K0.3%-3.2%0.315%
5/13/2025Long Island Wealth Management Inc.31,924$1.22M0.7%-1.2%0.489%
5/13/2025Financial Network Wealth Advisors LLC780$30K0.0%N/A0.012%
5/13/2025HighTower Advisors LLC23,458$895K0.0%+120.2%0.359%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors183,451$7.01M0.6%+8.5%2.809%
5/12/2025Benjamin Edwards Inc.6,348$242K0.0%N/A0.097%
5/9/2025Chicago Partners Investment Group LLC11,073$424K0.0%-36.8%0.172%
5/9/2025WealthShield Partners LLC3,538$135K0.0%+1,245.2%0.055%
5/9/2025Novus Advisors LLC6,996$267K0.3%N/A0.109%
5/8/2025Harbour Investments Inc.11,555$441K0.0%+5.4%0.180%
5/8/2025MGO One Seven LLC109,426$4.17M0.2%-3.5%1.702%
5/8/2025Arkadios Wealth Advisors10,582$404K0.0%N/A0.165%
5/6/2025Cetera Investment Advisers28,102$1.07M0.0%-2.2%0.437%
5/6/2025Avantax Advisory Services Inc.7,434$284K0.0%-3.8%0.116%
5/6/2025WorthPointe LLC9,780$373K0.2%N/A0.152%
5/1/2025CWM LLC81,175$3.10M0.0%+93.4%1.262%
4/30/2025Trek Financial LLC15,993$610K0.0%+111.2%0.249%
4/29/2025Envestnet Asset Management Inc.39,769$1.52M0.0%+99.4%0.618%
4/29/2025Strategic Blueprint LLC135,176$5.16M0.3%-0.6%2.102%
4/29/2025Brookstone Capital Management1,444,403$55.09M0.8%+3,173.8%22.463%
4/28/2025Mutual Advisors LLC21,161$803K0.0%N/A0.329%
4/23/2025Spire Wealth Management52,897$2.02M0.1%+157.5%0.823%
4/23/2025IMG Wealth Management Inc.48,473$1.85M1.7%+2.2%0.754%
4/22/2025Prairie Wealth Advisors Inc.65,764$2.51M1.2%+2.9%1.023%
4/22/2025Cambridge Investment Research Advisors Inc.39,502$1.51M0.0%-8.5%0.614%
4/18/2025DHJJ Financial Advisors Ltd.3,883$148K0.1%-26.0%0.060%
4/16/2025Southland Equity Partners LLC16,040$612K0.1%-14.2%0.259%
4/16/2025Wealth Enhancement Advisory Services LLC44,837$1.71M0.0%+10.5%0.723%
4/15/2025Central Valley Advisors LLC39,185$1.50M0.6%+108.1%0.632%
4/15/2025Accurate Wealth Management LLC29,244$1.09M0.2%+15.3%0.472%
4/14/2025Tounjian Advisory Partners LLC10,758$410K0.1%N/A0.174%
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4/14/2025City Center Advisors LLC13,744$524K0.6%+3.7%0.222%
4/11/2025KFG Wealth Management LLC23,194$885K0.2%+23.7%0.374%
4/10/2025Fermata Advisors LLC498,653$19.02M3.4%-7.7%8.043%
4/9/2025RFG Advisory LLC13,181$503K0.0%+91.1%0.213%
4/8/2025Lantz Financial LLC52,618$2.01M0.5%N/A0.849%
4/3/2025Hiley Hunt Wealth Management12,824$490K0.3%N/A0.207%
3/6/2025Wood Tarver Financial Group LLC16,228$632K0.2%N/A0.281%
2/18/2025Orion Capital Management LLC3,983$155K0.1%N/A0.073%
2/17/2025CoreCap Advisors LLC8,310$324K0.0%-9.2%0.153%
2/17/2025Cetera Investment Advisers28,720$1.12M0.0%-8.8%0.529%
2/17/2025Citadel Advisors LLC13,520$527K0.0%+18.4%0.249%
2/14/2025Jane Street Group LLC12,090$471K0.0%-67.1%0.223%
2/14/2025Long Island Wealth Management Inc.32,324$1.26M0.8%-1.1%0.595%
2/14/2025MGO One Seven LLC113,443$4.42M0.2%-1.2%2.089%
2/14/2025Tradition Wealth Management LLC8,487$331K0.0%-85.3%0.156%
2/13/2025Barclays PLC3,800$148K0.0%+7,207.7%0.070%
2/13/2025Townsquare Capital LLC8,458$329K0.0%-16.1%0.156%
2/13/2025Raymond James Financial Inc.78,012$3.04M0.0%N/A1.437%
2/13/2025Trek Financial LLC7,571$295K0.0%-4.4%0.139%
2/13/2025Envestnet Asset Management Inc.19,942$777K0.0%-32.4%0.367%
2/12/2025Arete Wealth Advisors LLC18,912$737K0.1%+78.2%0.348%
2/11/2025LPL Financial LLC26,770$1.04M0.0%-2.2%0.493%
2/10/2025IMG Wealth Management Inc.47,424$1.85M1.7%N/A0.873%
2/10/2025Commonwealth Equity Services LLC184,807$7.20M0.0%-7.7%3.403%
2/7/2025PFG Advisors43,667$1.70M0.1%-12.8%0.804%
2/7/2025HighTower Advisors LLC10,654$415K0.0%N/A0.196%
2/6/2025Raymond James Financial Inc.78,012$3.04M0.0%N/A1.437%
2/5/2025SRS Capital Advisors Inc.1,200$47K0.0%+47.2%0.022%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors169,070$6.59M0.2%+7.7%3.114%
1/31/2025Truist Financial Corp85,900$3.35M0.0%-0.7%1.582%
1/30/2025Allworth Financial LP54,855$2.17M0.0%-21.2%1.010%
1/30/2025DHJJ Financial Advisors Ltd.5,248$204K0.1%-16.2%0.097%
1/29/2025Stonebridge Financial Group LLC3,290$128K0.0%N/A0.061%
1/28/2025Archer Investment Corp1,057$41K0.0%-34.9%0.019%
1/28/2025Prairie Wealth Advisors Inc.63,911$2.49M1.2%N/A1.177%
1/24/2025Compass Advisory Group LLC21,283$829K0.3%-2.6%0.392%
1/23/2025Strategic Blueprint LLC135,947$5.30M0.3%-15.1%2.504%
1/21/2025KFG Wealth Management LLC18,746$730K0.1%-33.4%0.345%
1/21/2025RFG Advisory LLC6,896$269K0.0%-59.6%0.127%
1/15/2025Central Valley Advisors LLC18,831$733K0.3%+191.2%0.347%
1/15/2025Fermata Advisors LLC540,220$21.04M3.9%-3.5%9.949%
1/14/2025Accurate Wealth Management LLC25,373$983K0.2%+4.1%0.467%
1/13/2025Brookstone Capital Management44,120$1.72M0.0%-2.0%0.813%
1/7/2025FC Advisory LLC5,580$217K0.1%N/A0.103%
12/26/2024JPMorgan Chase & Co.952$36K0.0%-58.0%0.018%
11/18/2024Arete Wealth Advisors LLC10,611$404K0.0%-21.3%0.195%
11/15/2024Continuum Advisory LLC9,699$375K0.0%+11.3%0.179%
11/15/2024Jane Street Group LLC36,706$1.40M0.0%+356.7%0.676%
11/14/2024Tradition Wealth Management LLC57,847$2.20M0.2%-32.4%1.065%
11/13/2024WorthPointe LLC9,642$367K0.2%+8.1%0.178%
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11/13/2024Townsquare Capital LLC10,087$384K0.0%N/A0.186%
11/6/2024Archer Investment Corp1,623$62K0.0%-97.0%0.030%
11/5/2024Harbour Investments Inc.11,124$423K0.0%-5.2%0.205%
11/2/2024XML Financial LLC8,573$326K0.0%-12.2%0.158%
10/25/2024Strategic Blueprint LLC160,163$6.09M0.4%-0.9%2.950%
10/25/2024Worth Financial Advisory Group LLC32,427$1.23M0.7%-2.0%0.597%
10/23/2024Allworth Financial LP69,580$2.65M0.0%-10.7%1.281%
10/18/2024Raymond James & Associates66,511$2.53M0.0%+59.3%1.225%
10/18/2024Accurate Wealth Management LLC24,382$932K0.2%-3.4%0.449%
10/9/2024Fermata Advisors LLC559,943$21.31M4.3%+4.4%10.312%
(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 Innovator U.S. Equity Ultra Buffer ETF - January's institutional investors.

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

Of the 64 institutional investors that purchased Innovator U.S. Equity Ultra 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 ($1.84M), 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 3,143,602 shares in the last 24 months. This purchase volume represents approximately $120.06M in transactions.

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

Of the 38 institutional investors that sold Innovator U.S. Equity Ultra 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 ($411.01K), Tradition Wealth Management LLC ($77.68K), Fermata Advisors LLC ($61.29K), Archer Investment Corp ($53.91K), Strategic Blueprint LLC ($29.80K), MGO One Seven LLC ($29.70K), and Jane Street Group LLC ($26.91K).

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

Institutional investors have sold a total of 839,871 shares in the last 24 months. This volume of shares sold represents approximately $31.69M in transactions.


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This page (BATS:UJAN) was last updated on 7/4/2025 by MarketBeat.com Staff
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