Free Trial

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

$44.49 -3.19 (-6.69%)
As of 10:36 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$45.46M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$46.96M
Get BJAN Insider Trade Alerts

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

BJAN Institutional Buying and Selling by Quarter

Remove Ads

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2025Wealth Enhancement Advisory Services LLC16,196$755K0.0%+4.2%0.254%
4/15/2025 Chris Bulman Inc9,530$444K0.3%N/A0.149%
4/15/2025 Focus Financial Network Inc.15,666$731K0.0%+27.0%0.246%
4/15/2025 Integral Investment Advisors Inc.248,949$11.61M3.7%+3.4%3.902%
4/14/2025 Outlook Wealth Advisors LLC6,087$284K0.1%+43.2%0.095%
4/14/2025 City Center Advisors LLC11,283$526K0.6%+3.6%0.177%
4/10/2025 Maltin Wealth Management Inc.74,415$3.47M1.6%-3.1%1.166%
4/9/2025 RFG Advisory LLC9,310$434K0.0%-24.1%0.146%
4/9/2025 Cypress Financial Planning LLC6,981$326K0.1%-13.5%0.109%
4/8/2025 Lantz Financial LLC22,660$1.06M0.3%+12.8%0.355%
4/2/2025 Marcum Wealth LLC157,366$7.34M0.6%+357.7%2.467%
3/17/2025Wealth Enhancement Advisory Services LLC15,547$745K0.0%N/A0.246%
3/6/2025Wood Tarver Financial Group LLC4,009$192K0.1%N/A0.065%
2/25/2025Armis Advisers LLC25,062$1.20M0.1%N/A0.412%
2/18/2025Sunbelt Securities Inc.18,865$904K0.1%-10.3%0.310%
2/18/2025Orion Capital Management LLC13,086$627K0.3%-12.1%0.215%
2/18/2025First Heartland Consultants Inc.4,354$209K0.0%-7.2%0.072%
2/17/2025Snowden Capital Advisors LLC12,055$578K0.0%+2.2%0.198%
2/17/2025CoreCap Advisors LLC30,002$1.44M0.1%-29.5%0.493%
2/17/2025Cetera Investment Advisers125,271$6.01M0.0%+51.1%2.060%
2/17/2025Citadel Advisors LLC7,649$367K0.0%-41.1%0.126%
2/17/2025Chapman Financial Group LLC1,000$48K0.0%N/A0.016%
2/14/2025Beacon Pointe Advisors LLC10,809$518K0.0%+150.2%0.178%
2/14/2025OneDigital Investment Advisors LLC13,079$627K0.0%-31.8%0.215%
2/13/2025First Commonwealth Financial Corp PA42,145$2.02M0.5%-1.3%0.693%
2/13/2025CreativeOne Wealth LLC7,086$340K0.0%N/A0.117%
2/13/2025Barclays PLC791$38K0.0%+359.9%0.013%
2/13/2025SageView Advisory Group LLC4,475$215K0.0%N/A0.074%
2/13/2025Townsquare Capital LLC16,398$786K0.0%-14.3%0.270%
2/13/2025Raymond James Financial Inc.55,564$2.66M0.0%N/A0.914%
2/13/2025Cerity Partners LLC49,034$2.35M0.0%+33.7%0.806%
2/13/2025Trek Financial LLC6,989$335K0.0%-17.5%0.115%
2/13/2025Envestnet Asset Management Inc.57,367$2.75M0.0%-18.6%0.944%
2/10/2025Valtinson Bruner Financial Planning LLC12,156$583K0.2%+10.3%0.200%
2/10/2025Commonwealth Equity Services LLC130,041$6.24M0.0%-72.3%2.139%
2/7/2025HighTower Advisors LLC144,755$6.94M0.0%-2.1%2.381%
2/7/2025Blue Bell Private Wealth Management LLC25,009$1.20M0.2%-10.8%0.411%
2/6/2025Raymond James Financial Inc.55,564$2.66M0.0%N/A0.914%
2/6/2025Vantage Financial Partners LLC6,502$312K0.1%-16.1%0.107%
2/6/2025Steward Partners Investment Advisory LLC1,076$52K0.0%+341.0%0.018%
The Trump Dump is starting; Get out of stocks now? (Ad)

The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
2/5/2025SRS Capital Advisors Inc.12,189$584K0.0%+4.0%0.200%
2/5/2025Crown Wealth Group LLC334,872$16.06M6.5%-1.2%5.508%
2/5/2025Motiv8 Investments LLC43,793$2.10M1.5%+24.3%0.720%
2/5/2025 Whipplewood Advisors LLC1,180$57K0.0%N/A0.019%
2/4/2025 Integral Investment Advisors Inc.240,807$11.55M3.7%+2.5%3.961%
2/3/2025Sigma Planning Corp12,412$595K0.0%-52.5%0.204%
1/30/2025Opes Wealth Management LLC54,565$2.62M0.5%-2.4%0.897%
1/30/2025Principal Securities Inc.1,255$60K0.0%+38.4%0.021%
1/30/2025DHJJ Financial Advisors Ltd.64,547$3.10M1.2%-10.8%1.062%
1/27/2025Stratos Wealth Advisors LLC13,256$636K0.0%-29.0%0.218%
1/24/2025U.S. Capital Wealth Advisors LLC133,884$6.42M0.2%-13.8%2.202%
1/24/2025My Personal CFO LLC46,505$2.23M1.1%-1.1%0.765%
1/21/2025 RFG Advisory LLC12,267$588K0.0%-67.3%0.202%
1/17/2025 Secure Asset Management LLC6,345$304K0.0%-3.8%0.104%
1/17/2025Seros Financial LLC124,477$5.61M5.1%N/A2.047%
1/17/2025Mutual Advisors LLC4,426$214K0.0%N/A0.073%
1/16/2025 Maltin Wealth Management Inc.76,815$3.68M1.8%-8.5%1.263%
1/14/2025 Outlook Wealth Advisors LLC4,251$204K0.1%N/A0.070%
1/14/2025PCA Investment Advisory Services Inc.10,121$485K0.2%-5.0%0.166%
1/13/2025 Pinnacle Wealth Management Group Inc.6,150$295K0.2%-30.5%0.101%
1/13/2025 BCS Wealth Management7,982$383K0.1%-4.7%0.131%
1/13/2025Brookstone Capital Management13,797$662K0.0%+20.1%0.227%
12/26/2024JPMorgan Chase & Co.5,712$266K0.0%+13,831.7%0.094%
11/18/2024Sunbelt Securities Inc.21,035$979K0.1%-4.3%0.346%
11/18/2024Orion Capital Management LLC14,887$693K0.3%-7.8%0.245%
11/15/2024Jane Street Group LLC36,961$1.72M0.0%+563.1%0.608%
11/15/2024HighTower Advisors LLC147,820$6.88M0.0%+0.6%2.431%
11/14/2024Captrust Financial Advisors10,586$493K0.0%-20.8%0.174%
11/14/2024First Commonwealth Financial Corp PA42,697$1.99M0.5%-1.1%0.702%
11/13/2024Townsquare Capital LLC19,134$891K0.0%+77.8%0.315%
11/12/2024Penserra Capital Management LLC278,460$12.97M0.3%+26.1%4.580%
11/12/2024Cerity Partners LLC36,672$1.71M0.0%-5.8%0.603%
11/8/2024Bellwether Advisors LLC38,699$1.80M0.3%-1.4%0.636%
11/7/2024Joseph Group Capital Management2,296$107K0.0%N/A0.038%
11/6/2024BCGM Wealth Management LLC6,925$322K0.1%-4.2%0.114%
11/6/2024OneDigital Investment Advisors LLC19,174$893K0.0%-10.3%0.315%
11/4/2024Sigma Planning Corp26,155$1.22M0.0%-3.2%0.430%
10/29/2024Opes Wealth Management LLC55,925$2.60M0.5%-3.3%0.920%
10/29/2024Janney Montgomery Scott LLC93,688$4.36M0.0%-5.3%1.541%
10/28/2024 Focus Financial Network Inc.12,404$578K0.0%-5.8%0.204%
10/25/2024Schulz Wealth LTD.32,130$1.50M1.2%+1.3%0.528%
10/25/2024Strategic Blueprint LLC15,203$708K0.0%-63.9%0.250%
10/22/2024U.S. Capital Wealth Advisors LLC155,256$7.23M0.3%-4.5%2.554%
10/22/2024My Personal CFO LLC47,015$2.19M1.2%-0.8%0.773%
10/10/2024CRA Financial Services LLC10,484$488K0.1%-20.3%0.172%
10/10/2024 Pinnacle Wealth Management Group Inc.8,850$412K0.3%-25.3%0.146%
10/9/2024 Maltin Wealth Management Inc.83,918$3.91M1.9%-1.1%1.380%
10/9/2024 Marcum Wealth LLC34,381$1.60M0.1%-76.9%0.565%
10/8/2024Brookstone Capital Management11,492$535K0.0%+19.0%0.189%
10/8/2024 City Center Advisors LLC10,917$508K0.6%-5.7%0.180%
The Trump Dump is starting; Get out of stocks now? (Ad)

The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
10/7/2024 Cypress Financial Planning LLC8,073$376K0.1%+34.8%0.133%
9/11/2024Summit Wealth Partners LLC7,183$324K0.1%-17.2%0.118%
8/22/2024Cetera Investment Advisers89,384$4.03M0.0%-13.2%1.470%
8/21/2024Truist Financial Corp40,352$1.82M0.0%-0.6%0.664%
8/16/2024Kathmere Capital Management LLC8,706$393K0.0%-61.3%0.143%
8/10/2024Firestone Capital Management13,480$608K0.2%+83.6%0.222%
8/8/2024Envestnet Asset Management Inc.71,236$3.21M0.0%-47.9%1.172%
8/8/2024CoreCap Advisors LLC45,301$2.04M0.2%N/A0.745%
8/7/2024Vantage Financial Partners LLC8,299$374K0.1%-30.6%0.136%
8/6/2024 Chris Bulman Inc719$32K0.0%N/A0.012%
(Data available from 1/1/2016 forward)

Remove Ads

BJAN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BJAN shares?

During the previous two years, 103 institutional investors and hedge funds held shares of Innovator U.S. Equity Buffer ETF - January. The most heavily invested institutionals were Crown Wealth Group LLC ($16.06M), Penserra Capital Management LLC ($12.97M), Integral Investment Advisors Inc. ($11.61M), MGO One Seven LLC ($7.45M), Marcum Wealth LLC ($7.34M), HighTower Advisors LLC ($6.94M), and U.S. Capital Wealth Advisors LLC ($6.42M).Learn more on BJAN's institutional investors.

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

Of the 81 institutional investors that purchased Innovator U.S. Equity Buffer ETF - January stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: SageView Advisory Group LLC ($375.11K), Crown Wealth Group LLC ($326.06K), Marcum Wealth LLC ($269.39K), Brookstone Capital Management ($220.33K), MGO One Seven LLC ($211.78K), Cetera Investment Advisers ($138.43K), and Seros Financial LLC ($124.48K).

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

Institutional investors have bought a total of 2,845,868 shares in the last 24 months. This purchase volume represents approximately $119.35M in transactions.

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

Of the 64 institutional investors that sold Innovator U.S. Equity Buffer ETF - January stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($378.45K), Marcum Wealth LLC ($271.50K), Brookstone Capital Management ($206.53K), Berkshire Money Management Inc. ($131.44K), Envestnet Asset Management Inc. ($78.67K), Strategic Blueprint LLC ($51.19K), and U.S. Capital Wealth Advisors LLC ($31.95K).

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

Institutional investors have sold a total of 1,489,989 shares in the last 24 months. This volume of shares sold represents approximately $65.10M in transactions.



This page (BATS:BJAN) was last updated on 4/17/2025 by MarketBeat.com Staff
From Our Partners