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Innovator U.S. Small Cap Power Buffer ETF - January (KJAN) Institutional Ownership

$38.23 +0.85 (+2.28%)
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Small Cap Power Buffer ETF - January (BATS:KJAN)

Number of
Institutional Buyers
(last 12 months)
67
Total
Institutional Inflows
(last 12 months)
$192.08M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$43.27M
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KJAN Institutional Buying and Selling by Quarter

Innovator U.S. Small Cap Power Buffer ETF - January Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Janney Montgomery Scott LLC24,044$898K0.0%-46.3%0.205%
1/16/2025 Koshinski Asset Management Inc.12,735$476K0.0%-3.9%0.109%
1/16/2025 Maltin Wealth Management Inc.22,747$850K0.4%-22.5%0.194%
1/13/2025 BCS Wealth Management5,703$213K0.1%-18.6%0.049%
1/13/2025 AdvisorNet Financial Inc102,946$3.85M0.3%-1.0%0.878%
1/13/2025 Brookstone Capital Management72,304$2.70M0.0%-15.2%0.616%
1/8/2025 Weaver Consulting Group30,474$1.14M0.4%-7.1%0.260%
1/3/2025 First City Capital Management Inc.11,670$436K0.2%N/A0.099%
11/18/2024Sunbelt Securities Inc.64,412$2.39M0.2%-2.2%0.549%
11/15/2024MML Investors Services LLC15,250$565K0.0%-16.6%0.130%
11/15/2024EP Wealth Advisors LLC8,584$318K0.0%N/A0.073%
11/15/2024Jane Street Group LLC16,464$610K0.0%-4.6%0.140%
11/15/2024Wolverine Trading LLC16,952$627K0.0%+41.3%0.145%
11/15/2024 Weaver Consulting Group32,787$1.22M0.4%+3.8%0.280%
11/15/2024SageView Advisory Group LLC7,921$294K0.0%-40.2%0.068%
11/15/2024HighTower Advisors LLC77,274$2.86M0.0%-1.1%0.659%
11/6/20241776 Wealth LLC5,955$221K0.1%-21.7%0.051%
11/6/2024OneDigital Investment Advisors LLC43,868$1.63M0.0%+51.4%0.374%
11/5/2024First Heartland Consultants Inc.10,802$400K0.0%+2.8%0.092%
11/5/2024Apollon Wealth Management LLC10,000$371K0.0%-9.1%0.085%
11/4/2024Sigma Planning Corp6,072$225K0.0%-15.4%0.052%
11/1/2024PFS Partners LLC521,820$19.34M10.9%-0.9%4.449%
10/31/2024TFB Advisors LLC7,767$288K0.1%-11.3%0.066%
10/29/2024 Janney Montgomery Scott LLC44,744$1.66M0.0%-2.7%0.381%
10/28/2024Principal Securities Inc.139,160$5.16M0.1%-2.0%1.186%
10/28/2024Stephens Inc. AR386,852$14.34M0.2%-1.0%3.298%
10/25/2024Strategic Blueprint LLC22,473$833K0.1%+6.4%0.192%
10/25/2024 Pallas Capital Advisors LLC64,800$2.40M0.1%+21.4%0.552%
10/24/2024FSA Advisors Inc.29,917$1.11M1.1%-1.8%0.255%
10/24/2024 Arkadios Wealth Advisors5,719$212K0.0%-41.7%0.049%
10/23/2024Allworth Financial LP119,131$4.42M0.0%+1.7%1.016%
10/23/2024 Global Trust Asset Management LLC24,500$908K0.3%-7.5%0.209%
10/22/2024DHJJ Financial Advisors Ltd.39,742$1.47M0.6%-1.0%0.339%
10/22/2024ODonnell Financial Services LLC421,257$15.62M6.3%-2.4%3.591%
10/21/2024Foundations Investment Advisors LLC10,560$391K0.0%N/A0.090%
10/17/2024Berkshire Money Management Inc.1,849,782$68.57M7.8%+5.8%15.770%
10/11/2024Paladin Wealth LLC4,220$156K0.1%N/A0.036%
10/9/2024 Maltin Wealth Management Inc.29,347$1.09M0.5%+1.5%0.250%
10/9/2024 Cypress Wealth Services LLC6,511$241K0.0%-20.5%0.056%
10/9/2024 Marcum Wealth LLC56,367$2.09M0.2%-0.9%0.481%
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10/8/2024CWM LLC2,466$91K0.0%+13.4%0.021%
10/8/2024 Brookstone Capital Management85,294$3.16M0.0%-11.7%0.727%
9/30/2024Mattson Financial Services LLC1,970$69K0.0%N/A0.017%
8/30/2024Brown Financial Advisors3,278$114K0.1%N/A0.028%
8/22/2024Cetera Investment Advisers391,152$13.66M0.0%+3.6%3.335%
8/16/2024Sunbelt Securities Inc.65,850$2.30M0.2%-4.6%0.561%
8/16/2024Long Island Wealth Management Inc.346,773$12.11M8.5%+1.7%2.956%
8/14/2024Bank of Montreal Can13,450$474K0.0%-9.4%0.115%
8/14/2024EverSource Wealth Advisors LLC1,845$68K0.0%-25.7%0.016%
8/13/2024AE Wealth Management LLC8,857$309K0.0%-3.3%0.076%
8/8/2024Vima LLC8,974$313K0.7%-53.8%0.077%
8/8/2024CoreCap Advisors LLC9,034$315K0.0%N/A0.077%
8/7/2024MGO One Seven LLC71,839$2.51M0.1%-14.1%0.612%
8/6/2024Valtinson Bruner Financial Planning LLC10,085$352K0.1%+16.5%0.086%
8/5/2024Denver PWM LLC1,182$41K0.0%N/A0.010%
7/31/2024Commonwealth Equity Services LLC382,149$13.34M0.0%-2.0%3.258%
7/31/2024BCGM Wealth Management LLC9,461$330K0.1%-8.6%0.081%
7/30/2024ODonnell Financial Services LLC431,584$15.07M6.7%-0.5%3.679%
7/29/2024 Arkadios Wealth Advisors9,809$342K0.0%+7.3%0.084%
7/27/2024Strategic Blueprint LLC21,118$737K0.1%+8.4%0.180%
7/26/2024Harbour Investments Inc.4,958$173K0.0%+40.6%0.042%
7/26/2024Signature Estate & Investment Advisors LLC12,991$454K0.0%N/A0.111%
7/24/2024Catalina Capital Group LLC79,195$2.77M1.0%+130.2%0.675%
7/24/2024Avalon Capital Management89,926$3.14M1.0%-6.4%0.767%
7/22/2024Legacy CG LLC14,317$500K0.2%-96.9%0.122%
7/22/2024 Pallas Capital Advisors LLC53,387$1.94M0.1%+4.4%0.455%
7/19/2024MBL Wealth LLC347,320$12.13M1.4%+4.9%2.961%
7/19/2024Berkshire Money Management Inc.1,748,082$61.03M7.4%+3.8%14.903%
7/18/2024Gradient Investments LLC286,688$10.01M0.2%+3.8%2.444%
7/18/2024 Brookstone Capital Management96,621$3.54M0.1%-4.4%0.824%
7/17/2024 AdvisorNet Financial Inc105,259$3.68M0.3%-0.8%0.897%
7/16/2024 Wealth Enhancement Advisory Services LLC33,100$1.16M0.0%+1.8%0.282%
7/16/2024 BCS Wealth Management7,007$245K0.1%-4.2%0.060%
7/15/2024RFG Advisory LLC69,875$2.44M0.1%-9.6%0.596%
7/15/2024 SMI Advisory Services LLC56,988$1.99M0.5%-48.0%0.486%
7/12/2024 Cypress Wealth Services LLC8,189$286K0.1%-16.4%0.070%
7/12/2024 Maltin Wealth Management Inc.28,900$1.01M0.5%+42.0%0.246%
7/12/2024DHJJ Financial Advisors Ltd.40,136$1.40M0.6%-1.9%0.342%
7/10/2024CWM LLC2,175$76K0.0%+33.6%0.019%
7/5/2024 HBW Advisory Services LLC27,578$963K0.2%N/A0.235%
7/2/2024 Marcum Wealth LLC56,853$1.99M0.2%-2.9%0.485%
6/11/2024EverSource Wealth Advisors LLC2,484$85K0.0%N/A0.021%
5/24/2024Cetera Advisors LLC290,362$10.27M0.1%+1,695.9%2.475%
5/24/2024Cetera Investment Advisers377,583$13.36M0.0%+3,070.3%3.219%
5/23/2024FSA Advisors Inc.30,484$1.08M1.2%+130.5%0.260%
5/17/2024Vima LLC19,427$687K0.2%+17,722.9%0.166%
5/17/2024Clear Point Advisors Inc.14,349$508K0.4%+56.5%0.122%
5/14/2024JT Stratford LLC30,314$1.07M0.2%N/A0.258%
5/14/2024First Commonwealth Financial Corp PA11,666$413K0.1%N/A0.099%
5/14/2024InterOcean Capital Group LLC8,746$309K0.0%+41.8%0.075%
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5/10/2024Alera Investment Advisors LLC6,506$230K0.0%-21.0%0.055%
5/9/2024Corrado Advisors LLC52,705$1.86M1.2%+31.4%0.446%
5/9/2024Blair William & Co. IL44,553$1.58M0.0%N/A0.377%
5/9/2024SageView Advisory Group LLC25,679$908K0.0%+58.0%0.217%
5/9/2024 Koshinski Asset Management Inc.13,685$484K0.0%-41.0%0.116%
5/8/2024Berkshire Money Management Inc.1,684,573$59.58M7.2%+252.1%14.240%
5/8/2024Avantax Advisory Services Inc.31,394$1.11M0.0%+2.8%0.265%
5/7/2024BCGM Wealth Management LLC10,351$366K0.1%+7.7%0.087%
5/7/2024PFG Advisors5,973$211K0.0%N/A0.050%
5/3/2024Catalina Capital Group LLC34,406$1.22M0.5%N/A0.291%
(Data available from 1/1/2016 forward)

KJAN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KJAN shares?

During the previous two years, 108 institutional investors and hedge funds held shares of Innovator U.S. Small Cap Power Buffer ETF - January. The most heavily invested institutionals were Berkshire Money Management Inc. ($68.57M), PFS Partners LLC ($19.34M), Compass Advisory Group LLC ($17.54M), ODonnell Financial Services LLC ($15.62M), Stephens Inc. AR ($14.34M), Cetera Investment Advisers ($13.66M), and Commonwealth Equity Services LLC ($13.34M).Learn more on KJAN's institutional investors.

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

Of the 91 institutional investors that purchased Innovator U.S. Small Cap Power Buffer ETF - January stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Berkshire Money Management Inc. ($1.94M), Gradient Investments LLC ($1.00M), SMI Advisory Services LLC ($596.59K), Compass Advisory Group LLC ($555.85K), PFS Partners LLC ($520.28K), Legacy CG LLC ($460.37K), and ODonnell Financial Services LLC ($395.86K).

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

Institutional investors have bought a total of 8,377,667 shares in the last 24 months. This purchase volume represents approximately $284.68M in transactions.

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

Of the 64 institutional investors that sold Innovator U.S. Small Cap Power Buffer ETF - January stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gradient Investments LLC ($714.59K), SMI Advisory Services LLC ($539.60K), Legacy CG LLC ($446.05K), Compass Advisory Group LLC ($278.22K), HighTower Advisors LLC ($262.90K), Stephens Inc. AR ($115.21K), and Allworth Financial LP ($106.33K).

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

Institutional investors have sold a total of 3,063,133 shares in the last 24 months. This volume of shares sold represents approximately $99.89M in transactions.



This page (BATS:KJAN) was last updated on 1/21/2025 by MarketBeat.com Staff
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