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

$37.09
+0.13 (+0.35%)
(As of 11/4/2024 ET)

Institutional Ownership Changes (13F Filings) for Innovator U.S. Small Cap Power Buffer ETF - January (BATS:KJAN)

Number of
Institutional Buyers
(last 12 months)
65
Total
Institutional Inflows
(last 12 months)
$214.08M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$41.95M
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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
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%
10/31/2024 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%
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%
9/30/2024 Mattson 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%
8/8/2024 Vima LLC8,974$313K0.7%-53.8%0.077%
8/8/2024CoreCap Advisors LLC9,034$315K0.0%N/A0.077%
8/7/2024 MGO 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%
8/5/2024 Denver 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%
7/30/2024 ODonnell Financial Services LLC431,584$15.07M6.7%-0.5%3.679%
7/29/2024 Arkadios Wealth Advisors9,809$342K0.0%+7.3%0.084%
7/27/2024 Strategic Blueprint LLC21,118$737K0.1%+8.4%0.180%
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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%
7/24/2024 Catalina Capital Group LLC79,195$2.77M1.0%+130.2%0.675%
7/24/2024Avalon Capital Management89,926$3.14M1.0%-6.4%0.767%
7/22/2024 Legacy 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%
7/19/2024 Berkshire Money Management Inc.1,748,082$61.03M7.4%+3.8%14.903%
7/18/2024 Gradient 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%
7/16/2024BCS 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%
7/12/2024 DHJJ Financial Advisors Ltd.40,136$1.40M0.6%-1.9%0.342%
7/10/2024 CWM 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%
5/23/2024 FSA Advisors Inc.30,484$1.08M1.2%+130.5%0.260%
5/17/2024 Vima 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%
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%
5/8/2024 Berkshire 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%
5/7/2024 PFG Advisors5,973$211K0.0%N/A0.050%
5/3/2024 Catalina Capital Group LLC34,406$1.22M0.5%N/A0.291%
5/3/2024 TFB Advisors LLC8,760$300K0.1%-21.5%0.074%
5/1/2024 Janney Montgomery Scott LLC50,709$1.79M0.0%+125.8%0.429%
4/30/2024 Arkadios Wealth Advisors9,140$323K0.0%N/A0.077%
4/30/2024Valtinson Bruner Financial Planning LLC8,654$306K0.1%-13.0%0.073%
4/29/2024Commonwealth Equity Services LLC389,950$13.79M0.0%+252.7%3.296%
4/29/2024 Castle Wealth Management LLC12,656$448K0.2%+96.2%0.107%
4/25/2024 Capital Investment Advisory Services LLC3,361$119K0.0%+43.9%0.028%
4/25/2024 Cambridge Investment Research Advisors Inc.69,953$2.47M0.0%+307.5%0.576%
4/23/2024 Gradient Investments LLC276,145$9.77M0.2%+31,713.9%2.273%
4/23/2024 Sugarloaf Wealth Management LLC13,011$460K0.1%+133.4%0.107%
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4/23/2024 Strategic Blueprint LLC19,477$689K0.0%+116.6%0.160%
4/23/2024Raymond James Financial Services Advisors Inc.71,936$2.54M0.0%N/A0.592%
4/22/2024 Legacy CG LLC460,368$16.28M5.9%N/A3.789%
4/22/2024MBL Wealth LLC331,203$11.72M1.3%+23.6%2.726%
4/19/2024FORVIS Wealth Advisors LLC46,087$1.63M0.0%-12.3%0.379%
4/17/2024Avalon Capital Management96,068$3.40M1.4%N/A0.791%
4/16/2024Weaver Consulting Group32,657$1.16M0.4%N/A0.269%
4/16/2024 Maltin Wealth Management Inc.20,359$720K0.4%N/A0.168%
4/16/2024 Wealth Enhancement Advisory Services LLC32,504$1.15M0.0%+2.3%0.268%
4/16/2024PFS Partners LLC520,282$18.40M12.2%+96.2%4.282%
(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, 101 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 86 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 8,336,074 shares in the last 24 months. This purchase volume represents approximately $283.14M in transactions.

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

Of the 59 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 ($285.28K), HighTower Advisors LLC ($262.04K), 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 3,139,368 shares in the last 24 months. This volume of shares sold represents approximately $101.73M in transactions.



This page (BATS:KJAN) was last updated on 11/5/2024 by MarketBeat.com Staff
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