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

$46.71
+0.02 (+0.04%)
(As of 11/1/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$67.44M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$25.37M
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BJAN Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/29/2024 Opes Wealth Management LLC55,925$2.60M0.5%-3.3%0.920%
10/29/2024 Janney 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%
10/25/2024 Schulz Wealth LTD.32,130$1.50M1.2%+1.3%0.528%
10/25/2024 Strategic Blueprint LLC15,203$708K0.0%-63.9%0.250%
10/22/2024 U.S. Capital Wealth Advisors LLC155,256$7.23M0.3%-4.5%2.554%
10/22/2024 My Personal CFO LLC47,015$2.19M1.2%-0.8%0.773%
10/10/2024 CRA 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%
10/8/2024 Brookstone Capital Management11,492$535K0.0%+19.0%0.189%
10/8/2024 City Center Advisors LLC10,917$508K0.6%-5.7%0.180%
10/7/2024 Cypress Financial Planning LLC8,073$376K0.1%+34.8%0.133%
9/11/2024 Summit 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%
8/16/2024 Kathmere 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%
8/6/2024 Motiv8 Investments LLC35,455$1.60M1.2%+4.9%0.583%
8/6/2024 Opes Wealth Management LLC57,845$2.61M0.5%-0.5%0.951%
8/5/2024 Blue Bell Private Wealth Management LLC28,238$1.27M0.3%-2.3%0.464%
7/31/2024Commonwealth Equity Services LLC474,210$21.39M0.0%-2.4%7.800%
7/30/2024Integral Investment Advisors Inc.229,484$10.36M3.8%+2.3%3.774%
7/29/2024Nations Financial Group Inc. IA ADV11,009$496K0.0%-13.6%0.181%
7/27/2024 Strategic Blueprint LLC42,171$1.90M0.1%+3.5%0.694%
7/26/2024Crown Wealth Group LLC326,057$14.71M7.3%+1.0%5.363%
7/26/2024Harbour Investments Inc.10,188$459K0.0%-5.3%0.168%
7/26/2024 Cambridge Investment Research Advisors Inc.33,491$1.51M0.0%-24.4%0.551%
7/18/2024 Brookstone Capital Management9,661$441K0.0%-95.5%0.159%
7/18/2024 Triad Wealth Partners LLC2,136$96K0.1%N/A0.035%
7/17/2024 Cypress Financial Planning LLC5,991$270K0.1%-3.8%0.099%
7/15/2024RFG Advisory LLC37,604$1.70M0.1%-7.6%0.618%
7/12/2024 Maltin Wealth Management Inc.84,845$3.83M2.1%-1.0%1.395%
7/12/2024 CRA Financial Services LLC13,159$593K0.1%-3.7%0.216%
7/12/2024 DHJJ Financial Advisors Ltd.72,482$3.27M1.4%-0.3%1.192%
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7/11/2024 U.S. Capital Wealth Advisors LLC162,534$7.33M0.3%-0.6%2.673%
7/2/2024 Marcum Wealth LLC148,839$6.71M0.7%+0.7%2.448%
7/1/2024 Kathmere Capital Management LLC24,013$1.08M0.1%+6.8%0.395%
5/30/2024 Motiv8 Investments LLC33,797$1.47M1.1%+8.0%0.556%
5/24/2024Cetera Advisors LLC34,108$1.49M0.0%+22.4%0.561%
5/24/2024Cetera Investment Advisers102,998$4.49M0.0%+1,386.3%1.694%
5/23/2024 FSA Advisors Inc.33,746$1.47M1.6%-1.6%0.555%
5/14/2024First Commonwealth Financial Corp PA 43,823$1.91M0.5%N/A0.721%
5/2/2024Vantage Financial Partners LLC11,951$520K0.1%+44.7%0.198%
5/2/2024Crown Wealth Group LLC322,745$14.05M7.2%+9.4%5.352%
5/1/2024 Janney Montgomery Scott LLC105,418$4.59M0.0%+0.4%1.748%
4/30/2024Valtinson Bruner Financial Planning LLC11,025$480K0.2%-12.6%0.183%
4/29/2024Commonwealth Equity Services LLC485,853$21.15M0.0%+10.9%8.057%
4/25/2024 Cambridge Investment Research Advisors Inc.44,304$1.93M0.0%+36.7%0.735%
4/24/2024 Pinnacle Wealth Management Group Inc.11,850$516K0.4%-7.8%0.197%
4/24/2024 Blue Bell Private Wealth Management LLC28,892$1.26M0.3%+1.6%0.479%
4/23/2024Nations Financial Group Inc. IA ADV12,737$555K0.0%+24.2%0.211%
4/23/2024 Sugarloaf Wealth Management LLC3,500$152K0.0%-18.6%0.058%
4/23/2024 Strategic Blueprint LLC40,753$1.77M0.1%+10.2%0.676%
4/23/2024Raymond James Financial Services Advisors Inc.63,916$2.78M0.0%+46.5%1.060%
4/19/2024 KFG Wealth Management LLC4,703$205K0.1%N/A0.078%
4/16/2024 Kathmere Capital Management LLC22,477$979K0.1%-6.4%0.373%
4/16/2024 Maltin Wealth Management Inc.85,686$3.73M2.1%+12.9%2.040%
4/15/2024 Brookstone Capital Management216,195$9.41M0.2%N/A5.148%
4/11/2024RFG Advisory LLC40,689$1.77M0.1%+384.9%0.969%
4/10/2024 Marcum Wealth LLC147,814$6.44M0.7%+2,176.5%3.519%
4/10/2024BCS Wealth Management8,408$366K0.1%N/A0.200%
4/10/2024 Lantz Financial LLC21,198$923K0.3%+2.7%0.505%
3/6/2024SageView Advisory Group LLC123,546$5.05M0.2%N/A2.942%
2/16/2024SageView Advisory Group LLC123,546$5.05M0.2%N/A2.942%
2/16/2024Wealthquest Corp11,914$487K0.1%-10.8%0.284%
2/16/2024 PCA Investment Advisory Services Inc.4,928$201K0.1%N/A0.117%
2/14/2024Waterloo Capital L.P.5,350$219K0.0%N/A0.127%
2/12/2024 Schulz Wealth LTD.31,710$1.30M1.2%N/A0.755%
2/12/2024Focus Financial Network Inc. ADV8,974$367K0.0%N/A0.214%
2/9/2024SageView Advisory Group LLC123,546$5.05M0.2%N/A2.942%
2/9/2024 Cambridge Investment Research Advisors Inc.32,420$1.33M0.0%-6.9%0.772%
2/8/2024Bedel Financial Consulting Inc.7,904$323K0.1%-19.1%0.188%
2/7/2024Collaborative Wealth Managment Inc.21,234$868K0.5%-3.2%0.506%
2/7/2024 Principal Securities Inc.884$36K0.0%N/A0.021%
2/6/2024 Lincoln National Corp18,041$737K0.0%+112.3%0.430%
2/6/2024 Spire Wealth Management5,208$215K0.0%+42.7%0.124%
2/6/2024 U.S. Capital Wealth Advisors LLC121,238$4.95M0.2%+102.6%2.887%
2/2/2024Truist Financial Corp38,457$1.57M0.0%-7.6%0.916%
2/1/2024Sigma Planning Corp5,850$239K0.0%-21.5%0.139%
2/1/2024 CRA Financial Services LLC13,659$558K0.1%-4.5%0.325%
1/31/2024 Opes Wealth Management LLC58,545$2.39M0.6%+0.8%1.394%
1/31/2024Integral Investment Advisors Inc.174,490$7.13M4.5%-1.9%4.155%
1/30/2024 DHJJ Financial Advisors Ltd.72,783$2.97M1.4%-7.1%1.733%
1/26/2024Cerity Partners LLC18,690$764K0.0%+5.7%0.445%
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1/25/2024RFG Advisory LLC8,392$343K0.0%-7.1%0.200%
1/25/2024 Strategic Blueprint LLC36,972$1.51M0.1%-39.6%0.880%
1/25/2024 Blue Bell Private Wealth Management LLC28,440$1.16M0.3%-2.1%0.677%
1/24/2024Stratos Wealth Advisors LLC14,984$612K0.0%-2.7%0.357%
1/23/2024Crown Wealth Group LLC294,899$12.05M7.3%N/A7.021%
1/23/2024 Lewis Asset Management LLC5,926$242K0.2%N/A0.141%
1/23/2024 My Personal CFO LLC37,340$1.53M1.0%+13.3%0.889%
1/19/2024 AdvisorNet Financial Inc1,110$45K0.0%-45.0%0.026%
1/16/2024Raymond James Financial Services Advisors Inc.43,630$1.78M0.0%+9.2%1.039%
1/16/2024CoreCap Advisors LLC30,766$1.26M0.1%-3.8%0.733%
(Data available from 1/1/2016 forward)

BJAN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BJAN shares?

During the previous two years, 84 institutional investors and hedge funds held shares of Innovator U.S. Equity Buffer ETF - January. The most heavily invested institutionals were Commonwealth Equity Services LLC ($21.39M), Crown Wealth Group LLC ($14.71M), Integral Investment Advisors Inc. ($10.36M), MGO One Seven LLC ($7.45M), U.S. Capital Wealth Advisors LLC ($7.23M), SageView Advisory Group LLC ($5.05M), and Osaic Holdings Inc. ($5.02M).Learn more on BJAN's institutional investors.

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

Of the 66 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 ($370.64K), Crown Wealth Group LLC ($326.06K), Brookstone Capital Management ($220.28K), MGO One Seven LLC ($211.78K), Marcum Wealth LLC ($146.40K), U.S. Capital Wealth Advisors LLC ($123.62K), and Wealthquest Corp ($117.48K).

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

Institutional investors have bought a total of 2,642,403 shares in the last 24 months. This purchase volume represents approximately $103.55M in transactions.

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

Of the 57 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: Marcum Wealth LLC ($273.24K), Brookstone Capital Management ($206.53K), Sunbelt Securities Inc. ($182.93K), Berkshire Money Management Inc. ($131.44K), Strategic Blueprint LLC ($106.50K), OLD Mission Capital LLC ($67.26K), and Envestnet Asset Management Inc. ($65.54K).

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

Institutional investors have sold a total of 1,369,995 shares in the last 24 months. This volume of shares sold represents approximately $53.34M in transactions.



This page (BATS:BJAN) was last updated on 11/2/2024 by MarketBeat.com Staff
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