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Innovator U.S. Equity Ultra Buffer ETF - January (UJAN) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Ultra Buffer ETF - January (BATS:UJAN)

Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$120.80M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$35.51M
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UJAN Institutional Buying and Selling by Quarter

Innovator U.S. Equity Ultra Buffer ETF - January Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/28/2025Harbour Investments Inc.8,617$349K0.0%-25.4%0.133%
7/28/2025Sagespring Wealth Partners LLC6,674$270K0.0%N/A0.103%
7/28/2025RFG Advisory LLC11,362$460K0.0%-13.8%0.175%
7/28/2025Elmwood Wealth Management Inc.5,000$202K0.1%N/A0.077%
7/25/2025 MGO One Seven LLC79,772$3.23M0.1%-27.1%1.231%
7/25/2025 CWM LLC103,220$4.18M0.0%+27.2%1.593%
7/25/2025 Concurrent Investment Advisors LLC5,900$239K0.0%N/A0.091%
7/22/2025 MBL Wealth LLC21,235$859K0.1%+3.4%0.328%
7/21/2025 Ameritas Advisory Services LLC2,079$84K0.0%N/A0.032%
7/21/2025 Triad Wealth Partners LLC6,280$254K0.1%N/A0.097%
7/18/2025 Truist Financial Corp96,348$3.90M0.0%-0.3%1.487%
7/17/2025 XY Planning Network Inc.5,153$208K0.1%N/A0.080%
7/15/2025 Accurate Wealth Management LLC25,480$1.04M0.2%-12.9%0.393%
7/14/2025 Chris Bulman Inc6,912$280K0.2%N/A0.107%
7/14/2025 KFG Wealth Management LLC23,510$951K0.2%+1.4%0.363%
7/10/2025 Wealth Enhancement Advisory Services LLC43,682$1.78M0.0%-2.6%0.674%
7/9/2025 Central Valley Advisors LLC37,902$1.53M0.5%-3.3%0.585%
7/9/2025 Fermata Advisors LLC59,805$2.42M0.6%-88.0%0.923%
7/9/2025 Keystone Wealth Services LLC5,052$204K0.0%N/A0.078%
7/3/2025 City Center Advisors LLC12,790$517K0.6%-6.9%0.197%
5/21/2025 MBL Wealth LLC20,535$783K0.1%+5.9%0.314%
5/20/2025Focus Partners Wealth19,340$738K0.0%N/A0.296%
5/19/2025Jane Street Group LLC9,796$374K0.0%-19.0%0.150%
5/16/2025Arete Wealth Advisors LLC15,916$607K0.0%-15.8%0.244%
5/16/2025Talon Private Wealth LLC852,671$32.53M4.4%N/A13.058%
5/15/2025OLD Mission Capital LLC42,438$1.62M0.0%N/A0.650%
5/14/2025Tradition Wealth Management LLC7,844$299K0.0%-7.6%0.120%
5/14/2025JT Stratford LLC14,140$539K0.1%-3.3%0.217%
5/13/2025Compass Advisory Group LLC20,596$786K0.3%-3.2%0.315%
5/13/2025Long Island Wealth Management Inc.31,924$1.22M0.7%-1.2%0.489%
5/13/2025Financial Network Wealth Advisors LLC780$30K0.0%N/A0.012%
5/13/2025HighTower Advisors LLC23,458$895K0.0%+120.2%0.359%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors183,451$7.01M0.6%+8.5%2.809%
5/12/2025Benjamin Edwards Inc.6,348$242K0.0%N/A0.097%
5/9/2025Chicago Partners Investment Group LLC11,073$424K0.0%-36.8%0.172%
5/9/2025WealthShield Partners LLC3,538$135K0.0%+1,245.2%0.055%
5/9/2025Novus Advisors LLC6,996$267K0.3%N/A0.109%
5/8/2025Harbour Investments Inc.11,555$441K0.0%+5.4%0.180%
5/8/2025 MGO One Seven LLC109,426$4.17M0.2%-3.5%1.702%
5/8/2025Arkadios Wealth Advisors10,582$404K0.0%N/A0.165%
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5/6/2025Cetera Investment Advisers28,102$1.07M0.0%-2.2%0.437%
5/6/2025Avantax Advisory Services Inc.7,434$284K0.0%-3.8%0.116%
5/6/2025WorthPointe LLC9,780$373K0.2%N/A0.152%
5/1/2025 CWM LLC81,175$3.10M0.0%+93.4%1.262%
4/30/2025Trek Financial LLC15,993$610K0.0%+111.2%0.249%
4/29/2025Envestnet Asset Management Inc.39,769$1.52M0.0%+99.4%0.618%
4/29/2025Strategic Blueprint LLC135,176$5.16M0.3%-0.6%2.102%
4/29/2025Brookstone Capital Management1,444,403$55.09M0.8%+3,173.8%22.463%
4/28/2025Mutual Advisors LLC21,161$803K0.0%N/A0.329%
4/23/2025Spire Wealth Management52,897$2.02M0.1%+157.5%0.823%
4/23/2025IMG Wealth Management Inc.48,473$1.85M1.7%+2.2%0.754%
4/22/2025Prairie Wealth Advisors Inc.65,764$2.51M1.2%+2.9%1.023%
4/22/2025Cambridge Investment Research Advisors Inc.39,502$1.51M0.0%-8.5%0.614%
4/18/2025 DHJJ Financial Advisors Ltd.3,883$148K0.1%-26.0%0.060%
4/16/2025 Southland Equity Partners LLC16,040$612K0.1%-14.2%0.259%
4/16/2025 Wealth Enhancement Advisory Services LLC44,837$1.71M0.0%+10.5%0.723%
4/15/2025 Central Valley Advisors LLC39,185$1.50M0.6%+108.1%0.632%
4/15/2025 Accurate Wealth Management LLC29,244$1.09M0.2%+15.3%0.472%
4/14/2025 Tounjian Advisory Partners LLC10,758$410K0.1%N/A0.174%
4/14/2025 City Center Advisors LLC13,744$524K0.6%+3.7%0.222%
4/11/2025 KFG Wealth Management LLC23,194$885K0.2%+23.7%0.374%
4/10/2025 Fermata Advisors LLC498,653$19.02M3.4%-7.7%8.043%
4/9/2025RFG Advisory LLC13,181$503K0.0%+91.1%0.213%
4/8/2025 Lantz Financial LLC52,618$2.01M0.5%N/A0.849%
4/3/2025 Hiley Hunt Wealth Management12,824$490K0.3%N/A0.207%
3/6/2025Wood Tarver Financial Group LLC16,228$632K0.2%N/A0.281%
2/18/2025Orion Capital Management LLC3,983$155K0.1%N/A0.073%
2/17/2025CoreCap Advisors LLC8,310$324K0.0%-9.2%0.153%
2/17/2025Cetera Investment Advisers28,720$1.12M0.0%-8.8%0.529%
2/17/2025Citadel Advisors LLC13,520$527K0.0%+18.4%0.249%
2/14/2025Jane Street Group LLC12,090$471K0.0%-67.1%0.223%
2/14/2025Long Island Wealth Management Inc.32,324$1.26M0.8%-1.1%0.595%
2/14/2025 MGO One Seven LLC113,443$4.42M0.2%-1.2%2.089%
2/14/2025Tradition Wealth Management LLC8,487$331K0.0%-85.3%0.156%
2/13/2025Barclays PLC3,800$148K0.0%+7,207.7%0.070%
2/13/2025Townsquare Capital LLC8,458$329K0.0%-16.1%0.156%
2/13/2025Raymond James Financial Inc.78,012$3.04M0.0%N/A1.437%
2/13/2025Trek Financial LLC7,571$295K0.0%-4.4%0.139%
2/13/2025Envestnet Asset Management Inc.19,942$777K0.0%-32.4%0.367%
2/12/2025Arete Wealth Advisors LLC18,912$737K0.1%+78.2%0.348%
2/11/2025LPL Financial LLC26,770$1.04M0.0%-2.2%0.493%
2/10/2025IMG Wealth Management Inc.47,424$1.85M1.7%N/A0.873%
2/10/2025Commonwealth Equity Services LLC184,807$7.20M0.0%-7.7%3.403%
2/7/2025PFG Advisors43,667$1.70M0.1%-12.8%0.804%
2/7/2025HighTower Advisors LLC10,654$415K0.0%N/A0.196%
2/6/2025Raymond James Financial Inc.78,012$3.04M0.0%N/A1.437%
2/5/2025SRS Capital Advisors Inc.1,200$47K0.0%+47.2%0.022%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors169,070$6.59M0.2%+7.7%3.114%
1/31/2025 Truist Financial Corp85,900$3.35M0.0%-0.7%1.582%
1/30/2025Allworth Financial LP54,855$2.17M0.0%-21.2%1.010%
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1/30/2025 DHJJ Financial Advisors Ltd.5,248$204K0.1%-16.2%0.097%
1/29/2025 Stonebridge Financial Group LLC3,290$128K0.0%N/A0.061%
1/28/2025Archer Investment Corp1,057$41K0.0%-34.9%0.019%
1/28/2025Prairie Wealth Advisors Inc.63,911$2.49M1.2%N/A1.177%
1/24/2025Compass Advisory Group LLC21,283$829K0.3%-2.6%0.392%
1/23/2025Strategic Blueprint LLC135,947$5.30M0.3%-15.1%2.504%
1/21/2025 KFG Wealth Management LLC18,746$730K0.1%-33.4%0.345%
1/21/2025RFG Advisory LLC6,896$269K0.0%-59.6%0.127%
1/15/2025 Central Valley Advisors LLC18,831$733K0.3%+191.2%0.347%
1/15/2025 Fermata Advisors LLC540,220$21.04M3.9%-3.5%9.949%
(Data available from 1/1/2016 forward)

UJAN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UJAN shares?

During the previous two years, 100 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - January. The most heavily invested institutionals were Brookstone Capital Management ($55.09M), SageView Advisory Group LLC ($34.44M), Talon Private Wealth LLC ($32.53M), Commonwealth Equity Services LLC ($7.20M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($7.01M), Strategic Blueprint LLC ($5.16M), and Osaic Holdings Inc. ($4.80M).Learn more on Innovator U.S. Equity Ultra Buffer ETF - January's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity Ultra Buffer ETF - January's stock?

Of the 69 institutional investors that purchased Innovator U.S. Equity Ultra Buffer ETF - January's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($1.84M), SageView Advisory Group LLC ($1.00M), Talon Private Wealth LLC ($852.67K), Fermata Advisors LLC ($559.94K), Raymond James Financial Inc. ($156.02K), CWM LLC ($86.04K), and Prairie Wealth Advisors Inc. ($65.76K).

How much institutional buying is happening at Innovator U.S. Equity Ultra Buffer ETF - January?

Institutional investors have bought a total of 3,157,716 shares in the last 24 months. This purchase volume represents approximately $120.80M in transactions.

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

Of the 39 institutional investors that sold Innovator U.S. Equity Ultra Buffer ETF - January's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fermata Advisors LLC ($500.14K), Tradition Wealth Management LLC ($77.68K), MGO One Seven LLC ($59.36K), Archer Investment Corp ($53.91K), Jane Street Group LLC ($26.91K), Strategic Blueprint LLC ($26.37K), and Commonwealth Equity Services LLC ($24.92K).

How much institutional selling is happening at Innovator U.S. Equity Ultra Buffer ETF - January?

Institutional investors have sold a total of 900,389 shares in the last 24 months. This volume of shares sold represents approximately $35.51M in transactions.


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This page (BATS:UJAN) was last updated on 7/28/2025 by MarketBeat.com Staff
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