Free Trial
→ Iran's New Leader Just Said Something That Should Terrify Every American (From American Alternative) (Ad)tc pixel Free UJAN Stock Alerts

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

$44.62 +0.13 (+0.29%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
68
Total
Institutional Inflows
(last 12 months)
$148.57M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$96.00M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/4/2026Archer Investment Corp20,159$857K0.2%+1,807.2%0.311%
5/4/2026Bedel Financial Consulting Inc.9,472$403K0.0%+9.8%0.146%
5/4/2026Chicago 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%
2/23/2026Sonoma Allocations LLC388,822$16.98M5.7%-9.0%6.000%
2/19/2026BFI Wealth Solutions LLC11,600$502K0.5%N/A0.179%
2/19/2026 ATX Financial Planning LLC12,905$558K0.4%N/A0.199%
2/18/2026OLD Mission Capital LLC21,625$935K0.0%+174.5%0.334%
2/17/2026Cetera Investment Advisers72,283$3.13M0.0%+29.9%1.115%
2/17/2026Osaic Holdings Inc.101,585$4.40M0.0%-18.5%1.568%
2/17/2026Advisory Services Network LLC7,492$324K0.0%+17.2%0.116%
2/16/2026MML 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%
2/13/2026Summit 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%
2/11/2026LPL Financial LLC73,187$3.17M0.0%+0.7%1.129%
2/10/2026Foundations Investment Advisors LLC45,430$1.97M0.0%+195.0%0.701%
2/9/2026Harbour Investments Inc.6,930$300K0.0%-15.9%0.107%
2/5/2026IMG Wealth Management Inc.50,752$2.20M1.4%+2.6%0.783%
2/5/2026Allworth Financial LP49,313$2.13M0.0%-4.9%0.761%
2/4/2026 Ballast Rock Private Wealth LLC5,150$223K0.1%N/A0.079%
2/3/2026MGO 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%
2/2/2026Benjamin 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%
1/27/2026PFG 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%
1/23/2026Optima 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%
1/22/2026Campbell 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%
1/20/2026Savvy 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%
1/1/2026JPMorgan Chase & Co.5,790$244K0.0%N/A0.089%
12/2/2025Allworth 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%
11/17/2025Focus 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%
11/13/2025PFG 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%
11/10/2025Clearstead 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%
11/7/2025Bedel Financial Consulting Inc.8,624$363K0.0%-6.5%0.133%
11/7/2025JPMorgan 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%
11/5/2025IMG Wealth Management Inc.49,467$2.08M1.4%+0.8%0.763%
11/5/2025Envestnet Asset Management Inc.38,513$1.62M0.0%-10.6%0.594%
11/3/2025Foundations Investment Advisors LLC15,402$649K0.0%N/A0.238%
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%
10/27/2025Financial Network Wealth Advisors LLC2,251$95K0.1%+25.0%0.035%
10/24/2025MGO One Seven LLC76,709$3.23M0.1%-3.8%1.184%
10/24/2025Vantage Point Financial LLC5,306$224K0.1%N/A0.082%
10/24/2025Sonoma Allocations LLC427,208$17.90M6.6%N/A6.593%
10/24/2025 Maltin Wealth Management Inc.15,113$637K0.3%-6.2%0.233%
10/23/2025Benjamin Edwards Inc.14,253$600K0.0%-2.4%0.220%
10/23/2025 Spire Wealth Management44,979$1.90M0.1%-9.1%0.694%
10/23/2025 Strategic Blueprint LLC135,380$5.70M0.2%-0.4%2.089%
10/22/2025 CoreCap Advisors LLC2,804$118K0.0%-27.6%0.043%
10/22/2025 Commonwealth Equity Services LLC187,452$7.90M0.0%-17.4%2.893%
10/21/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors205,424$8.65M0.5%+5.9%3.170%
10/17/2025WorthPointe LLC5,211$219K0.1%-50.5%0.080%
10/17/2025 Encompass More Asset Management5,739$242K0.0%+13.5%0.089%
10/16/2025 MBL Wealth LLC20,885$880K0.1%-1.6%0.322%
10/15/2025CWM LLC104,410$4.40M0.0%+1.2%1.611%
10/15/2025 Brookstone Capital Management82,291$3.47M0.0%-94.5%1.270%
10/7/2025 KFG Wealth Management LLC20,841$878K0.1%-11.4%0.322%


UJAN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UJAN shares?

During the previous two years, 116 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 ($32.53M), Sonoma Allocations LLC ($16.98M), 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.

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

Of the 92 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 ($852.67K), Sonoma Allocations LLC ($427.21K), Raymond James Financial Inc. ($177.48K), CWM LLC ($95.90K), Campbell Deegan Wealth Management LLC ($81.36K), and Prairie Wealth Advisors Inc. ($65.76K).

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

Institutional investors have bought a total of 3,610,466 shares in the last 24 months. This purchase volume represents approximately $148.57M in transactions.

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

Of the 46 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), Fermata Advisors LLC ($438.85K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($70.87K), MGO One Seven LLC ($68.84K), Commonwealth Equity Services LLC ($46.45K), Sonoma Allocations LLC ($38.39K), and Clearstead Advisors LLC ($35.42K).

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

Institutional investors have sold a total of 2,295,224 shares in the last 24 months. This volume of shares sold represents approximately $96.00M in transactions.


Related Companies

This page (BATS:UJAN) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
The $1.75T "Backdoor" ticker (NOT Starlink)
When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn't the IPO itse...
Behind the Markets | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel