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Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) Institutional Ownership

$28.06 +0.02 (+0.07%)
Closing price 07/24/2026 04:10 PM Eastern
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As of 07/24/2026 04:12 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator Equity Defined Protection ETF - 1 Yr January (BATS:ZJAN)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$25.41M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$2.57M
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ZJAN Institutional Buying and Selling by Quarter

Innovator Equity Defined Protection ETF - 1 Yr January Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2026 Canandaigua National Bank & Trust Co.8,100$227K0.0%N/A0.386%
7/1/2026 Noble Wealth Management PBC2,620$73K0.0%-48.8%0.125%
6/3/2026NewEdge Advisors LLC272,883$7.44M0.0%+2,650.6%12.994%
5/19/2026NewEdge Advisors LLC272,883$7.44M0.1%+2,650.6%12.994%
5/13/2026Cetera Investment Advisers48,181$1.31M0.0%+98.4%2.294%
5/6/2026 Independent Financial Group LLC10,323$281K0.0%N/A0.492%
5/4/2026Archer Investment Corp118,129$3.22M0.7%+996.9%5.625%
4/30/2026Kestra Advisory Services LLC94,651$2.58M0.0%+26.4%4.507%
4/21/2026 KFG Wealth Management LLC34,800$949K0.1%+38.2%1.657%
2/18/2026OLD Mission Capital LLC16,312$446K0.0%-13.6%0.426%
2/17/2026Cetera Investment Advisers24,281$664K0.0%+31.0%0.634%
2/17/2026Osaic Holdings Inc.33,821$925K0.0%+63.5%0.883%
2/17/2026Advisory Services Network LLC8,238$225K0.0%+94.4%0.215%
2/13/2026Kestra Advisory Services LLC74,897$2.05M0.0%+8.8%1.956%
2/12/2026Commonwealth Equity Services LLC47,769$1.31M0.0%+9.3%1.247%
2/9/2026Kingsview Wealth Management LLC8,653$237K0.0%N/A0.226%
2/9/2026Harbour Investments Inc.952$26K0.0%+693.3%0.025%
2/6/2026HighTower Advisors LLC41,753$1.14M0.0%-3.4%1.090%
2/3/2026Vantage Financial Partners LLC14,867$407K0.1%-6.8%0.391%
2/2/2026Truist Financial Corp9,773$267K0.0%N/A0.257%
2/2/2026Mutual Advisors LLC44,992$1.23M0.0%-14.5%1.184%
1/30/2026Archer Investment Corp10,769$295K0.1%-15.4%0.283%
1/28/2026 Caliber Wealth Management LLC KS36,616$1.00M0.1%N/A0.964%
1/26/2026Cornerstone Wealth Group LLC13,650$373K0.0%-36.3%0.369%
1/13/2026 CoreCap Advisors LLC9,728$266K0.0%-19.7%0.321%
1/12/2026 Central Valley Advisors LLC23,159$634K0.2%+120.3%0.764%
1/5/2026 Noble Wealth Management PBC5,220$143K0.1%-8.0%0.264%
11/20/2025Centaurus Financial Inc.4,128$111K0.0%-19.1%0.203%
11/18/2025Advisory Services Network LLC4,238$114K0.0%N/A0.209%
11/17/2025Susquehanna International Group LLP33,872$910K0.0%-26.5%1.669%
11/17/2025Citadel Advisors LLC18,299$492K0.0%N/A0.901%
11/14/2025Raymond James Financial Inc.49,118$1.32M0.0%-25.4%2.420%
11/5/2025Envestnet Asset Management Inc.9,033$243K0.0%+5.6%0.445%
11/4/2025Mutual Advisors LLC52,628$1.42M0.0%+42.0%2.593%
10/22/2025 CoreCap Advisors LLC12,115$326K0.0%-75.3%0.597%
10/21/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors11,668$314K0.0%N/A0.575%
10/9/2025 AdvisorNet Financial Inc9,178$247K0.0%-4.9%0.452%
8/14/2025Raymond James Financial Inc.65,825$1.73M0.0%+6.7%3.165%
8/14/2025Cerity Partners LLC38,801$1.02M0.0%N/A1.865%
8/8/2025Cetera Investment Advisers18,529$488K0.0%+5.0%0.891%
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8/1/2025 Integral Investment Advisors Inc.7,850$207K0.1%N/A0.383%
8/1/2025Envestnet Asset Management Inc.8,557$225K0.0%N/A0.417%
7/30/2025 Brookstone Capital Management10,266$270K0.0%N/A0.501%
7/28/2025 Elmwood Wealth Management Inc.7,800$205K0.1%N/A0.380%
7/25/2025 Sequoia Financial Advisors LLC9,726$256K0.0%N/A0.468%
7/16/2025 Independent Wealth Network Inc.9,983$263K0.1%N/A0.487%
7/14/2025 AdvisorNet Financial Inc9,651$254K0.0%N/A0.471%
7/11/2025 Farther Finance Advisors LLC19,365$510K0.0%N/A0.922%
7/9/2025 Central Valley Advisors LLC10,513$277K0.1%N/A0.501%
5/19/2025Jane Street Group LLC12,833$327K0.0%N/A0.611%
5/19/2025SageView Advisory Group LLC14,895$380K0.0%N/A0.709%
5/16/2025NewEdge Advisors LLC9,921$253K0.0%N/A0.472%
5/14/2025Kestra Advisory Services LLC71,217$1.82M0.0%N/A3.391%
5/14/2025Tradition Wealth Management LLC18,323$467K0.0%N/A0.873%
5/13/2025HighTower Advisors LLC47,904$1.22M0.0%N/A2.281%
5/9/2025Chicago Partners Investment Group LLC14,468$371K0.0%N/A0.689%
5/9/2025Gill Capital Partners LLC39,719$1.01M0.4%N/A1.891%
5/7/2025Vantage Financial Partners LLC15,955$407K0.1%N/A0.760%
5/6/2025Cetera Investment Advisers17,643$450K0.0%N/A0.840%
5/6/2025AE Wealth Management LLC17,499$446K0.0%N/A0.833%
5/5/2025IFP Advisors Inc2,722$69K0.0%N/A0.130%
5/5/2025Archer Investment Corp12,797$326K0.1%N/A0.609%
5/2/2025Lineweaver Wealth Advisors LLC23,860$609K0.1%N/A1.136%
4/30/2025Allworth Financial LP1,500$38K0.0%N/A0.071%
4/29/2025OneDigital Investment Advisors LLC10,000$255K0.0%N/A0.476%
4/28/2025Mutual Advisors LLC37,060$946K0.0%N/A1.765%
4/23/2025Cornerstone Wealth Group LLC21,435$547K0.0%N/A1.046%
4/23/2025Continuum Advisory LLC992$25K0.0%N/A0.048%
4/22/2025Cambridge Investment Research Advisors Inc.16,704$426K0.0%N/A0.815%
4/16/2025Wealth Enhancement Advisory Services LLC15,530$396K0.0%N/A0.758%
4/11/2025KFG Wealth Management LLC25,511$651K0.1%N/A1.244%


ZJAN Institutional Ownership - Frequently Asked Questions

During the previous two years, 49 institutional investors and hedge funds held shares of Innovator Equity Defined Protection ETF - 1 Yr January. The most heavily invested institutionals were NewEdge Advisors LLC ($7.44M), Archer Investment Corp ($3.22M), Kestra Advisory Services LLC ($2.58M), Raymond James Financial Inc. ($1.32M), Cetera Investment Advisers ($1.31M), Commonwealth Equity Services LLC ($1.31M), and Mutual Advisors LLC ($1.23M).Learn more on Innovator Equity Defined Protection ETF - 1 Yr January's institutional investors.

Of the 44 institutional investors that purchased Innovator Equity Defined Protection ETF - 1 Yr January's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: NewEdge Advisors LLC ($535.85K), Archer Investment Corp ($120.16K), Kestra Advisory Services LLC ($97.04K), Mutual Advisors LLC ($52.63K), Cetera Investment Advisers ($48.18K), HighTower Advisors LLC ($47.90K), and Gill Capital Partners LLC ($39.72K).

Institutional investors have bought a total of 935,034 shares in the last 24 months. This purchase volume represents approximately $25.41M in transactions.

Of the 12 institutional investors that sold Innovator Equity Defined Protection ETF - 1 Yr January's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CoreCap Advisors LLC ($39.38K), Raymond James Financial Inc. ($16.71K), Susquehanna International Group LLP ($12.21K), Cornerstone Wealth Group LLC ($7.79K), Mutual Advisors LLC ($7.64K), Noble Wealth Management PBC ($2.96K), and OLD Mission Capital LLC ($2.56K).

Institutional investors have sold a total of 95,214 shares in the last 24 months. This volume of shares sold represents approximately $2.57M in transactions.


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This page (BATS:ZJAN) was last updated on 7/25/2026 by MarketBeat.com Staff.
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