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

$37.33 -0.05 (-0.13%)
As of 02/21/2025 04:00 PM Eastern
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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)
80
Total
Institutional Inflows
(last 12 months)
$175.29M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$125.17M
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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
2/18/2025 Investment Management Corp VA ADV85,264$3.19M2.8%N/A0.727%
2/18/2025 Helium Advisors LLC6,314$236K0.2%N/A0.054%
2/18/2025 Sunbelt Securities Inc.68,301$2.55M0.2%+6.0%0.582%
2/18/2025 JT Stratford LLC33,547$1.25M0.2%-5.6%0.286%
2/18/2025 First Heartland Consultants Inc.10,071$376K0.0%-6.8%0.086%
2/17/2025 EP Wealth Advisors LLC8,041$300K0.0%-6.3%0.069%
2/17/2025 CoreCap Advisors LLC6,138$229K0.0%-29.7%0.052%
2/17/2025 Cetera Investment Advisers118,442$4.42M0.0%-71.6%1.010%
2/17/2025 Citadel Advisors LLC7,289$272K0.0%-65.1%0.062%
2/17/2025 Cary Street Partners Financial LLC126,049$4.71M0.2%N/A1.075%
2/14/2025 Jane Street Group LLC28,254$1.06M0.0%+71.6%0.241%
2/14/2025 Long Island Wealth Management Inc.290,667$10.86M6.8%-17.2%2.478%
2/14/2025 Berger Financial Group Inc6,667$249K0.0%-5.2%0.057%
2/14/2025 MGO One Seven LLC65,164$2.43M0.1%-0.6%0.556%
2/14/2025 OneDigital Investment Advisors LLC39,457$1.47M0.0%-10.1%0.336%
2/13/2025 First Commonwealth Financial Corp PA 11,156$417K0.1%-2.5%0.095%
2/13/2025 NewEdge Advisors LLC17,407$650K0.0%+1.8%0.148%
2/13/2025 SageView Advisory Group LLC6,547$245K0.0%-17.3%0.056%
2/13/2025 Raymond James Financial Inc.38,868$1.45M0.0%N/A0.331%
2/13/2025 Trek Financial LLC14,349$536K0.0%-21.5%0.122%
2/13/2025 Envestnet Asset Management Inc.31,349$1.17M0.0%+6.5%0.267%
2/12/2025 OLD Mission Capital LLC52,085$1.95M0.0%+153.8%0.444%
2/12/2025 Riggs Capital Management LLC8,921$333K0.3%N/A0.076%
2/12/2025 Bullseye Investment Management LLC33,180$1.24M0.8%N/A0.283%
2/12/2025 AssuredPartners Investment Advisors LLC71,862$2.68M0.5%N/A0.613%
2/11/2025 LPL Financial LLC65,211$2.44M0.0%-0.6%0.556%
2/10/2025 Harbour Investments Inc.4,501$168K0.0%-9.2%0.038%
2/10/2025 Commonwealth Equity Services LLC375,875$14.04M0.0%-24.0%3.204%
2/10/2025 Avantax Advisory Services Inc.28,742$1.07M0.0%+2.0%0.245%
2/7/2025 HighTower Advisors LLC83,861$3.13M0.0%+8.5%0.715%
2/7/2025 Miller Financial Services LLC25,455$951K0.8%N/A0.217%
2/7/2025 Acas LLC15,443$592K0.4%+34.9%0.132%
2/6/2025 Raymond James Financial Inc.38,868$1.45M0.0%N/A0.331%
2/6/2025 Steward Partners Investment Advisory LLC3,363$126K0.0%+29.1%0.029%
2/5/2025 Red Crane Wealth Management LLC36,355$1.36M1.3%N/A0.310%
2/4/2025 Avalon Capital Management89,797$3.35M1.1%-1.4%0.766%
2/4/2025 IFP Advisors Inc35,434$1.32M0.0%+20.8%0.302%
2/4/2025 Forvis Mazars Wealth Advisors LLC26,693$997K0.0%-22.3%0.228%
1/31/2025 Truist Financial Corp37,173$1.39M0.0%-6.8%0.317%
1/30/2025 Allworth Financial LP5,797$221K0.0%-95.1%0.049%
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1/30/2025 Principal Securities Inc.102,519$3.83M0.1%-26.3%0.874%
1/30/2025 DHJJ Financial Advisors Ltd.34,669$1.30M0.5%-12.8%0.296%
1/29/2025 Stonebridge Financial Group LLC3,952$148K0.0%N/A0.034%
1/28/2025 Stephens Inc. AR384,152$14.35M0.2%-0.7%3.275%
1/27/2025 Beacon Financial Advisory LLC7,517$281K0.1%-30.5%0.064%
1/27/2025 Berkshire Money Management Inc.370,200$13.83M1.5%-80.0%3.156%
1/27/2025 PFS Partners LLC519,302$19.40M10.4%-0.5%4.427%
1/24/2025 Vantage Point Financial LLC7,511$281K0.2%N/A0.064%
1/24/2025 Compass Advisory Group LLC488,924$18.26M6.5%-13.3%4.168%
1/23/2025 Capital Investment Advisory Services LLC29,961$1.12M0.1%-4.0%0.255%
1/23/2025 Strategic Blueprint LLC21,881$817K0.0%-2.6%0.187%
1/22/2025 Foundations Investment Advisors LLC10,938$409K0.0%+3.6%0.093%
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%
11/18/2024 Sunbelt Securities Inc.64,412$2.39M0.2%-2.2%0.549%
11/15/2024 MML Investors Services LLC15,250$565K0.0%-16.6%0.130%
11/15/2024 EP Wealth Advisors LLC8,584$318K0.0%N/A0.073%
11/15/2024 Jane Street Group LLC16,464$610K0.0%-4.6%0.140%
11/15/2024 Wolverine Trading LLC16,952$627K0.0%+41.3%0.145%
11/15/2024 Weaver Consulting Group32,787$1.22M0.4%+3.8%0.280%
11/15/2024 SageView Advisory Group LLC7,921$294K0.0%-40.2%0.068%
11/15/2024 HighTower Advisors LLC77,274$2.86M0.0%-1.1%0.659%
11/6/2024 1776 Wealth LLC5,955$221K0.1%-21.7%0.051%
11/6/2024 OneDigital Investment Advisors LLC43,868$1.63M0.0%+51.4%0.374%
11/5/2024 First Heartland Consultants Inc.10,802$400K0.0%+2.8%0.092%
11/5/2024 Apollon Wealth Management LLC10,000$371K0.0%-9.1%0.085%
11/4/2024 Sigma Planning Corp6,072$225K0.0%-15.4%0.052%
11/1/2024 PFS Partners LLC521,820$19.34M10.9%-0.9%4.449%
10/31/2024 TFB Advisors LLC7,767$288K0.1%-11.3%0.066%
10/29/2024 Janney Montgomery Scott LLC44,744$1.66M0.0%-2.7%0.381%
10/28/2024 Principal Securities Inc.139,160$5.16M0.1%-2.0%1.186%
10/28/2024 Stephens Inc. AR386,852$14.34M0.2%-1.0%3.298%
10/25/2024 Strategic Blueprint LLC22,473$833K0.1%+6.4%0.192%
10/25/2024 Pallas Capital Advisors LLC64,800$2.40M0.1%+21.4%0.552%
10/24/2024 FSA Advisors Inc.29,917$1.11M1.1%-1.8%0.255%
10/24/2024 Arkadios Wealth Advisors5,719$212K0.0%-41.7%0.049%
10/23/2024 Allworth 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%
10/22/2024 DHJJ Financial Advisors Ltd.39,742$1.47M0.6%-1.0%0.339%
10/22/2024 ODonnell Financial Services LLC421,257$15.62M6.3%-2.4%3.591%
10/21/2024 Foundations Investment Advisors LLC10,560$391K0.0%N/A0.090%
10/17/2024 Berkshire Money Management Inc.1,849,782$68.57M7.8%+5.8%15.770%
10/11/2024 Paladin Wealth LLC4,220$156K0.1%N/A0.036%
10/9/2024 Maltin Wealth Management Inc.29,347$1.09M0.5%+1.5%0.250%
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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%
10/8/2024 CWM 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%
8/30/2024 Brown Financial Advisors3,278$114K0.1%N/A0.028%
8/22/2024 Cetera Investment Advisers391,152$13.66M0.0%+3.6%3.335%
8/16/2024 Sunbelt Securities Inc.65,850$2.30M0.2%-4.6%0.561%
8/16/2024 Long Island Wealth Management Inc.346,773$12.11M8.5%+1.7%2.956%
8/14/2024 Bank of Montreal Can13,450$474K0.0%-9.4%0.115%
(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, 123 institutional investors and hedge funds held shares of Innovator U.S. Small Cap Power Buffer ETF - January. The most heavily invested institutionals were PFS Partners LLC ($19.40M), Compass Advisory Group LLC ($18.26M), ODonnell Financial Services LLC ($15.62M), Stephens Inc. AR ($14.35M), Commonwealth Equity Services LLC ($14.04M), Berkshire Money Management Inc. ($13.83M), and MBL Wealth LLC ($12.13M).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 103 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 8,810,976 shares in the last 24 months. This purchase volume represents approximately $301.74M in transactions.

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

Of the 77 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: Berkshire Money Management Inc. ($1.48M), Gradient Investments LLC ($714.59K), SMI Advisory Services LLC ($539.60K), Legacy CG LLC ($446.05K), Compass Advisory Group LLC ($353.44K), Cetera Investment Advisers ($299.41K), and Allworth Financial LP ($219.67K).

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

Institutional investors have sold a total of 4,870,955 shares in the last 24 months. This volume of shares sold represents approximately $170.64M in transactions.



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