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

$48.76 +1.08 (+2.27%)
As of 02/21/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Buffer ETF - January (BATS:BJAN)

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$59.19M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$46.72M
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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
2/18/2025 Sunbelt Securities Inc.18,865$904K0.1%-10.3%0.310%
2/18/2025 Orion Capital Management LLC13,086$627K0.3%-12.1%0.215%
2/18/2025 First Heartland Consultants Inc.4,354$209K0.0%-7.2%0.072%
2/17/2025 Snowden Capital Advisors LLC12,055$578K0.0%+2.2%0.198%
2/17/2025 CoreCap Advisors LLC30,002$1.44M0.1%-29.5%0.493%
2/17/2025 Cetera Investment Advisers125,271$6.01M0.0%+51.1%2.060%
2/17/2025 Citadel Advisors LLC7,649$367K0.0%-41.1%0.126%
2/17/2025 Chapman Financial Group LLC1,000$48K0.0%N/A0.016%
2/14/2025 Beacon Pointe Advisors LLC10,809$518K0.0%+150.2%0.178%
2/14/2025 OneDigital Investment Advisors LLC13,079$627K0.0%-31.8%0.215%
2/13/2025 First Commonwealth Financial Corp PA 42,145$2.02M0.5%-1.3%0.693%
2/13/2025 CreativeOne Wealth LLC7,086$340K0.0%N/A0.117%
2/13/2025 Barclays PLC791$38K0.0%+359.9%0.013%
2/13/2025 SageView Advisory Group LLC4,475$215K0.0%N/A0.074%
2/13/2025 Townsquare Capital LLC16,398$786K0.0%-14.3%0.270%
2/13/2025 Raymond James Financial Inc.55,564$2.66M0.0%N/A0.914%
2/13/2025 Cerity Partners LLC49,034$2.35M0.0%+33.7%0.806%
2/13/2025 Trek Financial LLC6,989$335K0.0%-17.5%0.115%
2/13/2025 Envestnet Asset Management Inc.57,367$2.75M0.0%-18.6%0.944%
2/10/2025 Valtinson Bruner Financial Planning LLC12,156$583K0.2%+10.3%0.200%
2/10/2025 Commonwealth Equity Services LLC130,041$6.24M0.0%-72.3%2.139%
2/7/2025 HighTower Advisors LLC144,755$6.94M0.0%-2.1%2.381%
2/7/2025 Blue Bell Private Wealth Management LLC25,009$1.20M0.2%-10.8%0.411%
2/6/2025 Raymond James Financial Inc.55,564$2.66M0.0%N/A0.914%
2/6/2025 Vantage Financial Partners LLC6,502$312K0.1%-16.1%0.107%
2/6/2025 Steward Partners Investment Advisory LLC1,076$52K0.0%+341.0%0.018%
2/5/2025 SRS Capital Advisors Inc.12,189$584K0.0%+4.0%0.200%
2/5/2025 Crown Wealth Group LLC334,872$16.06M6.5%-1.2%5.508%
2/5/2025 Motiv8 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%
2/3/2025 Sigma Planning Corp12,412$595K0.0%-52.5%0.204%
1/30/2025 Opes Wealth Management LLC54,565$2.62M0.5%-2.4%0.897%
1/30/2025 Principal Securities Inc.1,255$60K0.0%+38.4%0.021%
1/30/2025 DHJJ Financial Advisors Ltd.64,547$3.10M1.2%-10.8%1.062%
1/27/2025 Stratos Wealth Advisors LLC13,256$636K0.0%-29.0%0.218%
1/24/2025 U.S. Capital Wealth Advisors LLC133,884$6.42M0.2%-13.8%2.202%
1/24/2025 My 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%
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1/17/2025 Seros Financial LLC124,477$5.61M5.1%N/A2.047%
1/17/2025 Mutual 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%
1/14/2025 PCA 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%
1/13/2025 Brookstone Capital Management13,797$662K0.0%+20.1%0.227%
12/26/2024 JPMorgan Chase & Co.5,712$266K0.0%+13,831.7%0.094%
11/18/2024 Sunbelt Securities Inc.21,035$979K0.1%-4.3%0.346%
11/18/2024 Orion Capital Management LLC14,887$693K0.3%-7.8%0.245%
11/15/2024 Jane Street Group LLC36,961$1.72M0.0%+563.1%0.608%
11/15/2024 HighTower Advisors LLC147,820$6.88M0.0%+0.6%2.431%
11/14/2024 Captrust Financial Advisors10,586$493K0.0%-20.8%0.174%
11/14/2024 First Commonwealth Financial Corp PA42,697$1.99M0.5%-1.1%0.702%
11/13/2024 Townsquare Capital LLC19,134$891K0.0%+77.8%0.315%
11/12/2024 Penserra Capital Management LLC278,460$12.97M0.3%+26.1%4.580%
11/12/2024 Cerity Partners LLC36,672$1.71M0.0%-5.8%0.603%
11/8/2024 Bellwether Advisors LLC38,699$1.80M0.3%-1.4%0.636%
11/7/2024 Joseph Group Capital Management2,296$107K0.0%N/A0.038%
11/6/2024 BCGM Wealth Management LLC6,925$322K0.1%-4.2%0.114%
11/6/2024 OneDigital Investment Advisors LLC19,174$893K0.0%-10.3%0.315%
11/4/2024 Sigma Planning Corp26,155$1.22M0.0%-3.2%0.430%
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%
8/22/2024 Cetera Investment Advisers89,384$4.03M0.0%-13.2%1.470%
8/21/2024 Truist Financial Corp40,352$1.82M0.0%-0.6%0.664%
8/16/2024 Kathmere Capital Management LLC8,706$393K0.0%-61.3%0.143%
8/10/2024 Firestone Capital Management13,480$608K0.2%+83.6%0.222%
8/8/2024 Envestnet Asset Management Inc.71,236$3.21M0.0%-47.9%1.172%
8/8/2024 CoreCap Advisors LLC45,301$2.04M0.2%N/A0.745%
8/7/2024 Vantage 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%
7/31/2024 Commonwealth Equity Services LLC474,210$21.39M0.0%-2.4%7.800%
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7/30/2024 Integral Investment Advisors Inc.229,484$10.36M3.8%+2.3%3.774%
7/29/2024 Nations 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%
7/26/2024 Crown Wealth Group LLC326,057$14.71M7.3%+1.0%5.363%
7/26/2024 Harbour 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%
7/15/2024 RFG Advisory LLC37,604$1.70M0.1%-7.6%0.618%
(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, 101 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. ($11.55M), MGO One Seven LLC ($7.45M), HighTower Advisors LLC ($6.94M), U.S. Capital Wealth Advisors LLC ($6.42M), and Commonwealth Equity Services LLC ($6.24M).Learn more on BJAN's institutional investors.

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

Of the 76 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), Brookstone Capital Management ($220.33K), MGO One Seven LLC ($211.78K), Marcum Wealth LLC ($146.40K), 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 2,704,825 shares in the last 24 months. This purchase volume represents approximately $112.11M in transactions.

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

Of the 65 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), OLD Mission Capital LLC ($67.26K), and Strategic Blueprint LLC ($51.19K).

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

Institutional investors have sold a total of 1,552,059 shares in the last 24 months. This volume of shares sold represents approximately $67.07M in transactions.



This page (BATS:BJAN) was last updated on 2/22/2025 by MarketBeat.com Staff
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