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

$36.02 -1.36 (-3.64%)
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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)
81
Total
Institutional Inflows
(last 12 months)
$175.93M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$125.18M
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KJAN Institutional Buying and Selling by Quarter

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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
4/2/2025Marcum Wealth LLC57,818$2.07M0.2%+2.1%0.651%
3/17/2025Wealth Enhancement Advisory Services LLC38,367$1.43M0.0%+15.9%0.416%
3/10/2025Mattson Financial Services LLC1,562$58K0.0%-20.7%0.017%
3/6/2025Wood Tarver Financial Group LLC13,573$506K0.2%N/A0.145%
2/18/2025Investment Management Corp VA ADV85,264$3.19M2.8%N/A0.727%
2/18/2025Helium Advisors LLC6,314$236K0.2%N/A0.054%
2/18/2025Sunbelt Securities Inc.68,301$2.55M0.2%+6.0%0.582%
2/18/2025JT Stratford LLC33,547$1.25M0.2%-5.6%0.286%
2/18/2025First Heartland Consultants Inc.10,071$376K0.0%-6.8%0.086%
2/17/2025EP Wealth Advisors LLC8,041$300K0.0%-6.3%0.069%
2/17/2025CoreCap Advisors LLC6,138$229K0.0%-29.7%0.052%
2/17/2025Cetera Investment Advisers118,442$4.42M0.0%-71.6%1.010%
2/17/2025Citadel Advisors LLC7,289$272K0.0%-65.1%0.062%
2/17/2025Cary Street Partners Financial LLC126,049$4.71M0.2%N/A1.075%
2/14/2025Jane Street Group LLC28,254$1.06M0.0%+71.6%0.241%
2/14/2025Long Island Wealth Management Inc.290,667$10.86M6.8%-17.2%2.478%
2/14/2025Berger Financial Group Inc6,667$249K0.0%-5.2%0.057%
2/14/2025MGO One Seven LLC65,164$2.43M0.1%-0.6%0.556%
2/14/2025OneDigital Investment Advisors LLC39,457$1.47M0.0%-10.1%0.336%
2/13/2025First Commonwealth Financial Corp PA 11,156$417K0.1%-2.5%0.095%
2/13/2025NewEdge Advisors LLC17,407$650K0.0%+1.8%0.148%
2/13/2025SageView Advisory Group LLC6,547$245K0.0%-17.3%0.056%
2/13/2025Raymond James Financial Inc.38,868$1.45M0.0%N/A0.331%
2/13/2025Trek Financial LLC14,349$536K0.0%-21.5%0.122%
2/13/2025Envestnet Asset Management Inc.31,349$1.17M0.0%+6.5%0.267%
2/12/2025OLD Mission Capital LLC52,085$1.95M0.0%+153.8%0.444%
2/12/2025Riggs Capital Management LLC8,921$333K0.3%N/A0.076%
2/12/2025Bullseye Investment Management LLC33,180$1.24M0.8%N/A0.283%
2/12/2025AssuredPartners Investment Advisors LLC71,862$2.68M0.5%N/A0.613%
2/11/2025LPL Financial LLC65,211$2.44M0.0%-0.6%0.556%
2/10/2025Harbour Investments Inc.4,501$168K0.0%-9.2%0.038%
2/10/2025Commonwealth Equity Services LLC375,875$14.04M0.0%-24.0%3.204%
2/10/2025Avantax Advisory Services Inc.28,742$1.07M0.0%+2.0%0.245%
2/7/2025HighTower Advisors LLC83,861$3.13M0.0%+8.5%0.715%
2/7/2025Miller Financial Services LLC25,455$951K0.8%N/A0.217%
2/7/2025Acas LLC15,443$592K0.4%+34.9%0.132%
2/6/2025Raymond James Financial Inc.38,868$1.45M0.0%N/A0.331%
2/6/2025Steward Partners Investment Advisory LLC3,363$126K0.0%+29.1%0.029%
2/5/2025Red Crane Wealth Management LLC36,355$1.36M1.3%N/A0.310%
2/4/2025Avalon Capital Management89,797$3.35M1.1%-1.4%0.766%
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2/4/2025IFP Advisors Inc35,434$1.32M0.0%+20.8%0.302%
2/4/2025Forvis Mazars Wealth Advisors LLC26,693$997K0.0%-22.3%0.228%
1/31/2025Truist Financial Corp37,173$1.39M0.0%-6.8%0.317%
1/30/2025Allworth Financial LP5,797$221K0.0%-95.1%0.049%
1/30/2025Principal Securities Inc.102,519$3.83M0.1%-26.3%0.874%
1/30/2025DHJJ Financial Advisors Ltd.34,669$1.30M0.5%-12.8%0.296%
1/29/2025Stonebridge Financial Group LLC3,952$148K0.0%N/A0.034%
1/28/2025Stephens Inc. AR384,152$14.35M0.2%-0.7%3.275%
1/27/2025Beacon Financial Advisory LLC7,517$281K0.1%-30.5%0.064%
1/27/2025Berkshire Money Management Inc.370,200$13.83M1.5%-80.0%3.156%
1/27/2025PFS Partners LLC519,302$19.40M10.4%-0.5%4.427%
1/24/2025Vantage Point Financial LLC7,511$281K0.2%N/A0.064%
1/24/2025Compass Advisory Group LLC488,924$18.26M6.5%-13.3%4.168%
1/23/2025Capital Investment Advisory Services LLC29,961$1.12M0.1%-4.0%0.255%
1/23/2025Strategic Blueprint LLC21,881$817K0.0%-2.6%0.187%
1/22/2025Foundations Investment Advisors LLC10,938$409K0.0%+3.6%0.093%
1/17/2025Janney Montgomery Scott LLC24,044$898K0.0%-46.3%0.205%
1/16/2025Koshinski Asset Management Inc.12,735$476K0.0%-3.9%0.109%
1/16/2025Maltin Wealth Management Inc.22,747$850K0.4%-22.5%0.194%
1/13/2025BCS Wealth Management5,703$213K0.1%-18.6%0.049%
1/13/2025AdvisorNet Financial Inc102,946$3.85M0.3%-1.0%0.878%
1/13/2025Brookstone Capital Management72,304$2.70M0.0%-15.2%0.616%
1/8/2025Weaver Consulting Group30,474$1.14M0.4%-7.1%0.260%
1/3/2025First 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%
11/15/2024Weaver 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%
10/29/2024Janney 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%
10/25/2024Pallas 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%
10/24/2024Arkadios Wealth Advisors5,719$212K0.0%-41.7%0.049%
10/23/2024Allworth Financial LP119,131$4.42M0.0%+1.7%1.016%
10/23/2024Global 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%
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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%
10/9/2024Maltin Wealth Management Inc.29,347$1.09M0.5%+1.5%0.250%
10/9/2024Cypress Wealth Services LLC6,511$241K0.0%-20.5%0.056%
10/9/2024Marcum Wealth LLC56,367$2.09M0.2%-0.9%0.481%
10/8/2024CWM LLC2,466$91K0.0%+13.4%0.021%
10/8/2024Brookstone 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%
(Data available from 1/1/2016 forward)

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KJAN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KJAN shares?

During the previous two years, 124 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 104 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 8,831,003 shares in the last 24 months. This purchase volume represents approximately $302.48M in transactions.

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

Of the 78 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 4,871,363 shares in the last 24 months. This volume of shares sold represents approximately $170.65M in transactions.



This page (BATS:KJAN) was last updated on 4/2/2025 by MarketBeat.com Staff
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