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

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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)
78
Total
Institutional Inflows
(last 12 months)
$68.38M
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$120.99M
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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
8/15/2025EP Wealth Advisors LLC7,358$276K0.0%-7.1%0.096%
8/14/2025Jane Street Group LLC26,457$992K0.0%+153.3%0.344%
8/14/2025Raymond James Financial Inc.146,664$5.50M0.0%+15.9%1.910%
8/14/2025NewEdge Advisors LLC15,913$596K0.0%-8.8%0.207%
8/13/2025 JT Stratford LLC32,638$1.22M0.2%+0.9%0.425%
8/12/2025 JPMorgan Chase & Co.4,165$156K0.0%+1,398.2%0.054%
8/12/2025 Weaver Consulting Group29,221$1.10M0.3%-4.4%0.380%
8/8/2025 Collaborative Wealth Managment Inc.13,346$500K0.2%+8.3%0.174%
8/8/2025 Cetera Investment Advisers153,508$5.75M0.0%-64.5%1.999%
8/8/2025 Foundations Investment Advisors LLC13,424$503K0.0%+3.9%0.175%
8/7/2025 PFG Advisors7,186$269K0.0%-38.8%0.094%
8/5/2025 WorthPointe LLC17,330$650K0.3%+2.0%0.226%
8/1/2025 FSA Advisors Inc.28,983$1.09M0.9%-0.9%0.377%
8/1/2025 Envestnet Asset Management Inc.17,950$673K0.0%-17.6%0.234%
7/30/2025 Strategic Blueprint LLC50,156$1.88M0.1%+1.9%0.653%
7/30/2025 Red Crane Wealth Management LLC33,123$1.24M1.1%-11.9%0.431%
7/30/2025 Brookstone Capital Management82,326$3.09M0.0%-1.3%1.072%
7/29/2025 ODonnell Financial Services LLC10,945$410K0.2%-72.6%0.143%
7/29/2025 Forvis Mazars Wealth Advisors LLC12,951$485K0.0%-24.6%0.169%
7/29/2025 Koshinski Asset Management Inc.10,740$403K0.0%-4.1%0.140%
7/29/2025 AssuredPartners Investment Advisors LLC13,291$498K0.1%-81.1%0.173%
7/28/2025 Compass Advisory Group LLC541,364$20.29M6.4%+0.8%7.049%
7/28/2025 Harbour Investments Inc.5,970$224K0.0%+19.8%0.078%
7/25/2025 Atria Wealth Solutions Inc.10,014$377K0.0%N/A0.130%
7/24/2025 Blair William & Co. IL118,736$4.45M0.0%+2.2%1.546%
7/23/2025 NBT Bank N A NY2,750$103K0.0%N/A0.036%
7/22/2025 Belpointe Asset Management LLC23,773$891K0.0%+2.6%0.310%
7/22/2025 Berkshire Money Management Inc.157,000$5.88M0.6%-38.1%2.044%
7/22/2025 Beacon Financial Advisory LLC5,650$212K0.1%-19.9%0.074%
7/22/2025 MBL Wealth LLC214,227$8.03M0.8%-33.9%2.789%
7/18/2025 Truist Financial Corp46,217$1.73M0.0%+3.8%0.602%
7/17/2025 Janney Montgomery Scott LLC21,842$819K0.0%-12.8%0.284%
7/17/2025 Clear Point Advisors Inc.12,849$482K0.4%-9.8%0.167%
7/16/2025 PFS Partners LLC513,644$19.25M9.7%-1.1%6.688%
7/14/2025 AdvisorNet Financial Inc100,894$3.78M0.2%-0.4%1.314%
7/10/2025 Wealth Enhancement Advisory Services LLC96,583$3.69M0.0%+150.0%1.258%
7/9/2025 Pallas Capital Advisors LLC70,328$2.64M0.1%+2.5%0.916%
7/9/2025 Fragasso Financial Advisors Inc43,864$1.64M0.1%-2.4%0.571%
7/2/2025 HBW Advisory Services LLC30,966$1.16M0.1%-3.7%0.400%
5/21/2025 MBL Wealth LLC324,103$11.58M1.2%-2.1%3.845%
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5/20/2025 Belpointe Asset Management LLC23,173$828K0.0%+77.4%0.275%
5/19/2025Jane Street Group LLC10,443$373K0.0%-63.0%0.124%
5/16/2025Faithward Advisors LLC40,113$1.43M0.2%+156.2%0.476%
5/16/2025Arete Wealth Advisors LLC19,641$702K0.1%+2.1%0.233%
5/15/2025OLD Mission Capital LLC10,642$380K0.0%-79.6%0.126%
5/14/2025Kestra Advisory Services LLC99,035$3.54M0.0%-30.9%1.175%
5/14/2025 TFB Advisors LLC6,504$232K0.1%-13.3%0.077%
5/14/2025 Capital Analysts LLC33,999$1.22M0.0%+27.2%0.403%
5/14/2025 JT Stratford LLC32,341$1.16M0.2%-3.6%0.384%
5/13/2025Raymond James Financial Inc.126,513$4.52M0.0%+225.5%1.501%
5/13/2025 Compass Advisory Group LLC536,845$19.19M6.7%+9.8%6.368%
5/13/2025 Long Island Wealth Management Inc.295,780$10.57M6.4%+1.8%3.509%
5/13/2025 HighTower Advisors LLC100,318$3.59M0.0%+19.6%1.190%
5/12/2025 Red Crane Wealth Management LLC37,594$1.34M1.3%+3.4%0.446%
5/9/2025 Cary Street Partners Financial LLC118,999$4.25M0.1%-5.6%1.412%
5/9/2025 Commonwealth Equity Services LLC434,843$15.54M0.0%+15.7%5.158%
5/9/2025 Blair William & Co. IL116,164$4.15M0.0%+160.7%1.378%
5/8/2025 BCGM Wealth Management LLC22,745$813K0.2%+140.4%0.270%
5/8/2025 Harbour Investments Inc.4,983$178K0.0%+10.7%0.059%
5/8/2025 Collaborative Wealth Managment Inc.12,318$440K0.2%+86.8%0.146%
5/8/2025 Grantvest Financial Group LLC6,079$217K0.2%N/A0.072%
5/8/2025 FSA Advisors Inc.29,250$1.05M0.8%-2.2%0.347%
5/7/2025 Foundations Investment Advisors LLC12,924$462K0.0%+18.2%0.153%
5/7/2025 LPL Financial LLC71,800$2.57M0.0%+10.1%0.852%
5/7/2025 Investment Management Corp VA ADV84,838$3.03M2.7%-0.5%1.006%
5/7/2025First Heartland Consultants Inc.11,184$400K0.0%+11.1%0.133%
5/7/2025 Phoenix Financial Ltd.6,655$237K0.0%N/A0.079%
5/6/2025 Cetera Investment Advisers432,970$15.47M0.0%+265.6%5.136%
5/6/2025 Avantax Advisory Services Inc.29,677$1.06M0.0%+3.3%0.352%
5/6/2025 AE Wealth Management LLC5,876$210K0.0%+43.9%0.070%
5/6/2025 WorthPointe LLC16,997$607K0.3%+29.1%0.202%
5/6/2025 PFG Advisors11,747$420K0.0%N/A0.139%
5/5/2025 Miller Financial Services LLC24,810$887K1.3%-2.5%0.294%
5/5/2025 Wealth Alliance LLC25,679$918K0.1%-3.7%0.305%
5/5/2025 ODonnell Financial Services LLC39,910$1.43M0.6%N/A0.473%
5/2/2025Acas LLC16,898$598K0.5%+9.4%0.195%
5/2/2025 Sigma Planning Corp6,673$238K0.0%+8.9%0.077%
5/1/2025 Corrado Advisors LLC9,837$352K0.2%N/A0.113%
5/1/2025 CWM LLC1,628$58K0.0%-32.4%0.019%
5/1/2025 Stephens Inc. AR429,752$15.36M0.2%+11.9%4.951%
4/30/2025 Allworth Financial LP729$26K0.0%-87.4%0.008%
4/30/2025 Stratos Wealth Advisors LLC6,219$222K0.0%-16.7%0.072%
4/29/2025 U.S. Capital Wealth Advisors LLC6,238$223K0.0%N/A0.072%
4/29/2025 Wood Tarver Financial Group LLC56,237$2.01M0.7%+314.3%0.648%
4/29/2025 Envestnet Asset Management Inc.21,783$779K0.0%-30.5%0.251%
4/29/2025 World Investment Advisors13,745$491K0.0%N/A0.158%
4/29/2025 Strategic Blueprint LLC49,233$1.76M0.1%+125.0%0.567%
4/29/2025 Brookstone Capital Management83,406$2.98M0.0%+15.4%0.961%
4/29/2025 OneDigital Investment Advisors LLC30,793$1.10M0.0%-22.0%0.355%
4/25/2025 Koshinski Asset Management Inc.11,205$400K0.0%-12.0%0.129%
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4/25/2025 Crown Wealth Group LLC16,699$597K0.3%-6.2%0.192%
4/25/2025 Stonebridge Financial Group LLC5,011$179K0.0%+26.8%0.058%
4/24/2025 Beacon Financial Advisory LLC7,050$252K0.1%-6.2%0.081%
4/23/2025 Berkshire Money Management Inc.253,641$9.07M1.0%-31.5%2.922%
4/23/2025 Cornerstone Wealth Group LLC7,173$256K0.0%N/A0.083%
4/23/2025 AssuredPartners Investment Advisors LLC70,163$2.51M0.5%-2.4%0.808%
4/22/2025 Cambridge Investment Research Advisors Inc.53,756$1.92M0.0%-2.5%0.619%
4/18/2025 DHJJ Financial Advisors Ltd.35,992$1.29M0.5%+3.8%0.415%
4/18/2025 Global Trust Asset Management LLC5,000$179K0.1%-79.4%0.058%
4/17/2025 Janney Montgomery Scott LLC25,057$896K0.0%+4.2%0.289%
(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, 134 institutional investors and hedge funds held shares of Innovator U.S. Small Cap Power Buffer ETF - January. The most heavily invested institutionals were Compass Advisory Group LLC ($20.29M), PFS Partners LLC ($19.25M), Commonwealth Equity Services LLC ($15.54M), Stephens Inc. AR ($15.36M), Long Island Wealth Management Inc. ($10.57M), Cetera Advisors LLC ($10.27M), and Gradient Investments LLC ($10.01M).Learn more on Innovator U.S. Small Cap Power Buffer ETF - January's institutional investors.

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

Of the 111 institutional investors that purchased Innovator U.S. Small Cap Power Buffer ETF - January's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Berkshire Money Management Inc. ($1.37M), Cetera Investment Advisers ($693.77K), SMI Advisory Services LLC ($596.59K), PFS Partners LLC ($520.28K), Legacy CG LLC ($460.37K), ODonnell Financial Services LLC ($435.77K), and Compass Advisory Group LLC ($405.19K).

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

Institutional investors have bought a total of 1,874,010 shares in the last 24 months. This purchase volume represents approximately $68.38M in transactions.

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

Of the 70 institutional investors that sold Innovator U.S. Small Cap Power Buffer ETF - January's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Berkshire Money Management Inc. ($1.69M), Cetera Investment Advisers ($578.31K), Commonwealth Equity Services LLC ($118.65K), Allworth Financial LP ($118.40K), MBL Wealth LLC ($116.86K), Compass Advisory Group LLC ($75.23K), and Long Island Wealth Management Inc. ($60.55K).

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

Institutional investors have sold a total of 3,249,703 shares in the last 24 months. This volume of shares sold represents approximately $120.99M in transactions.



This page (BATS:KJAN) was last updated on 8/15/2025 by MarketBeat.com Staff
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