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

$46.18 -0.01 (-0.02%)
As of 02:57 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)
53
Total
Institutional Inflows
(last 12 months)
$143.30M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$76.49M
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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
7/8/2026 First Heartland Consultants Inc.42,092$1.91M0.1%N/A0.650%
7/8/2026 Sonoma Allocations LLC387,022$17.58M6.6%-5.6%5.973%
7/7/2026 CoreCap Advisors LLC3,808$173K0.0%+31.0%0.059%
5/19/2026 Sonoma Allocations LLC410,090$17.52M6.1%+5.5%6.329%
5/19/2026 Arkadios Wealth Advisors12,733$541K0.0%N/A0.196%
5/18/2026Sunbelt Securities Inc.600$26K0.0%-40.0%0.009%
5/18/2026Talon Private Wealth LLC845,012$35.92M4.8%N/A13.040%
5/16/2026 IMG Wealth Management Inc.49,605$2.11M1.3%-2.3%0.766%
5/13/2026 Cetera Investment Advisers89,049$3.79M0.0%+23.2%1.374%
5/7/2026Legacy Wealth Managment LLC ID1,602$68K0.0%N/A0.025%
5/4/2026 Archer Investment Corp20,159$857K0.2%+1,807.2%0.311%
5/4/2026 Bedel Financial Consulting Inc.9,472$403K0.0%+9.8%0.146%
5/4/2026 Chicago Partners Investment Group LLC12,220$541K0.0%+10.4%0.189%
5/1/2026 WealthShield Partners LLC629$27K0.0%+139.2%0.010%
4/30/2026 Kestra Advisory Services LLC57,090$2.43M0.0%+6.7%0.881%
4/30/2026 Money Concepts Capital Corp23,466$998K0.1%N/A0.362%
4/27/2026 Sound Income Strategies LLC1,076$46K0.0%N/A0.017%
4/25/2026 Physician Wealth Advisors Inc.2,886$123K0.0%+392.5%0.045%
4/23/2026 BXM Wealth LLC55,195$2.35M1.8%N/A0.852%
4/21/2026 Long Island Wealth Management Inc.27,903$1.19M0.6%-10.9%0.431%
4/21/2026 KFG Wealth Management LLC30,023$1.28M0.2%+83.7%0.463%
4/17/2026 Brookstone Capital Management1,519,749$64.61M0.7%+1,573.8%23.453%
4/16/2026 Ballast Rock Private Wealth LLC9,879$420K0.2%+91.8%0.152%
4/16/2026 Triad Wealth Partners LLC21,520$915K0.1%+46.7%0.332%
2/23/2026 Sonoma Allocations LLC388,822$16.98M5.7%-9.0%6.000%
2/19/2026 BFI Wealth Solutions LLC11,600$502K0.5%N/A0.179%
2/19/2026ATX Financial Planning LLC12,905$558K0.4%N/A0.199%
2/18/2026OLD Mission Capital LLC21,625$935K0.0%+174.5%0.334%
2/17/2026 Cetera Investment Advisers72,283$3.13M0.0%+29.9%1.115%
2/17/2026Osaic Holdings Inc.101,585$4.40M0.0%-18.5%1.568%
2/17/2026 Advisory Services Network LLC7,492$324K0.0%+17.2%0.116%
2/16/2026 MML Investors Services LLC21,814$944K0.0%-28.9%0.337%
2/13/2026 Kestra Advisory Services LLC53,503$2.32M0.0%+15.7%0.826%
2/13/2026Ausdal Financial Partners Inc.22,801$986K0.0%+343.1%0.352%
2/13/2026 Summit Financial LLC12,676$548K0.0%+4.5%0.196%
2/12/2026Orion Porfolio Solutions LLC50,035$2.17M0.0%+8.6%0.772%
2/12/2026 Commonwealth Equity Services LLC180,432$7.81M0.0%-3.7%2.784%
2/12/2026JT Stratford LLC17,103$740K0.1%+23.3%0.264%
2/11/2026 LPL Financial LLC73,187$3.17M0.0%+0.7%1.129%
2/10/2026Foundations Investment Advisors LLC45,430$1.97M0.0%+195.0%0.701%
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2/9/2026 Harbour Investments Inc.6,930$300K0.0%-15.9%0.107%
2/5/2026 IMG Wealth Management Inc.50,752$2.20M1.4%+2.6%0.783%
2/5/2026 Allworth Financial LP49,313$2.13M0.0%-4.9%0.761%
2/4/2026 Ballast Rock Private Wealth LLC5,150$223K0.1%N/A0.079%
2/3/2026 MGO One Seven LLC44,603$1.93M0.0%-41.9%0.688%
2/3/2026 Encompass More Asset Management6,849$296K0.1%+19.3%0.106%
2/2/2026 Truist Financial Corp89,396$3.87M0.0%-2.4%1.380%
2/2/2026 Benjamin Edwards Inc.13,918$602K0.0%-2.4%0.215%
1/30/2026 Strategic Blueprint LLC108,488$4.69M0.3%-19.9%1.674%
1/29/2026 Concurrent Investment Advisors LLC10,145$439K0.0%+67.4%0.157%
1/27/2026 PFG Advisors28,928$1.25M0.1%-28.8%0.446%
1/26/2026 O Connor Financial Group LLC10,082$439K0.2%N/A0.156%
1/26/2026CWM LLC113,081$4.89M0.0%+8.3%1.745%
1/26/2026 XY Planning Network Inc.6,349$275K0.0%+23.2%0.098%
1/23/2026 Optima Capital LLC744$32K0.0%N/A0.011%
1/23/2026 DHJJ Financial Advisors Ltd.2,948$128K0.0%-21.3%0.045%
1/22/2026 Triad Wealth Partners LLC14,674$635K0.1%+14.1%0.226%
1/22/2026 Campbell Deegan Wealth Management LLC81,355$3.52M2.8%N/A1.255%
1/21/2026 KFG Wealth Management LLC16,344$707K0.1%-21.6%0.252%
1/21/2026 Long Island Wealth Management Inc.31,324$1.36M0.6%-0.9%0.483%
1/20/2026 Savvy Advisors Inc.5,776$250K0.0%N/A0.089%
1/20/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors134,553$5.82M0.3%-34.5%2.076%
1/15/2026 Brookstone Capital Management90,795$3.93M0.0%+10.3%1.401%
1/14/2026 Lantz Financial LLC55,812$2.41M0.5%+7.5%0.861%
1/14/2026 Spire Wealth Management40,015$1.73M0.1%-11.0%0.618%
1/13/2026 FC Advisory LLC4,734$205K0.1%N/A0.073%
1/12/2026 Central Valley Advisors LLC48,179$2.08M0.6%+27.7%0.744%
1/8/2026 Wealth Enhancement Advisory Services LLC44,182$1.92M0.0%+4.2%0.682%
1/1/2026 JPMorgan Chase & Co.5,790$244K0.0%N/A0.089%
12/2/2025 Allworth Financial LP51,869$2.19M0.0%-2.5%0.800%
11/19/2025Sunbelt Securities Inc.1,000$42K0.0%-59.6%0.015%
11/17/2025Susquehanna International Group LLP26,166$1.10M0.0%+41.0%0.404%
11/17/2025 Focus Partners Wealth19,081$804K0.0%-1.4%0.294%
11/17/2025Citadel Advisors LLC8,863$373K0.0%N/A0.137%
11/17/2025Ausdal Financial Partners Inc.5,146$217K0.0%N/A0.079%
11/14/2025Raymond James Financial Inc.56,516$2.38M0.0%-4.2%0.872%
11/14/2025Wood Tarver Financial Group LLC17,997$758K0.2%-9.8%0.278%
11/13/2025 PFG Advisors40,636$1.71M0.1%-1.0%0.627%
11/12/2025Orion Porfolio Solutions LLC46,076$1.94M0.0%+15.8%0.711%
11/12/2025JT Stratford LLC13,868$584K0.1%-1.9%0.214%
11/10/2025 Clearstead Advisors LLC83,781$3.53M0.0%-29.7%1.293%
11/10/2025 Koshinski Asset Management Inc.5,312$224K0.0%-32.3%0.082%
11/7/2025 Bedel Financial Consulting Inc.8,624$363K0.0%-6.5%0.133%
11/7/2025 JPMorgan Chase & Co.5,790$244K0.0%N/A0.089%
11/6/2025 Compass Advisory Group LLC20,238$853K0.2%-1.5%0.312%
11/6/2025 Long Island Wealth Management Inc.31,624$1.33M0.6%-0.9%0.488%
11/6/2025 Lantz Financial LLC51,929$2.19M0.5%-1.3%0.801%
11/5/2025 IMG Wealth Management Inc.49,467$2.08M1.4%+0.8%0.763%
11/5/2025 Envestnet Asset Management Inc.38,513$1.62M0.0%-10.6%0.594%
11/3/2025Foundations Investment Advisors LLC15,402$649K0.0%N/A0.238%
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11/3/2025 Truist Financial Corp91,555$3.86M0.0%-5.0%1.413%
10/30/2025 Triad Wealth Partners LLC12,863$542K0.1%+104.8%0.199%
10/29/2025 Wealth Enhancement Advisory Services LLC42,382$1.79M0.0%-3.0%0.654%
10/27/2025 Financial Network Wealth Advisors LLC2,251$95K0.1%+25.0%0.035%
10/24/2025 MGO One Seven LLC76,709$3.23M0.1%-3.8%1.184%
10/24/2025Vantage Point Financial LLC5,306$224K0.1%N/A0.082%
10/24/2025 Sonoma Allocations LLC427,208$17.90M6.6%N/A6.593%
10/24/2025 Maltin Wealth Management Inc.15,113$637K0.3%-6.2%0.233%
10/23/2025 Benjamin Edwards Inc.14,253$600K0.0%-2.4%0.220%
10/23/2025 Spire Wealth Management44,979$1.90M0.1%-9.1%0.694%


UJAN Institutional Ownership - Frequently Asked Questions

During the previous two years, 110 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 ($64.61M), Talon Private Wealth LLC ($35.92M), Sonoma Allocations LLC ($17.58M), Commonwealth Equity Services LLC ($7.81M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($5.82M), CWM LLC ($4.89M), and Strategic Blueprint LLC ($4.69M).Learn more on Innovator U.S. Equity Ultra Buffer ETF - January's institutional investors.

Of the 90 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 ($2.88M), Talon Private Wealth LLC ($1.70M), Sonoma Allocations LLC ($448.48K), Raymond James Financial Inc. ($177.48K), CWM LLC ($94.79K), Campbell Deegan Wealth Management LLC ($81.36K), and Prairie Wealth Advisors Inc. ($65.76K).

Institutional investors have bought a total of 3,372,577 shares in the last 24 months. This purchase volume represents approximately $143.30M in transactions.

Of the 35 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 ($1.41M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($70.87K), Sonoma Allocations LLC ($61.45K), Commonwealth Equity Services LLC ($46.45K), Clearstead Advisors LLC ($35.42K), MGO One Seven LLC ($35.17K), and Strategic Blueprint LLC ($27.45K).

Institutional investors have sold a total of 1,808,072 shares in the last 24 months. This volume of shares sold represents approximately $76.49M in transactions.


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Institutional ownership data for BATS:UJAN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/8/2026. New 13F filings are added each quarter as they're published.
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