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

$39.48 +0.69 (+1.77%)
As of 02/21/2025 04:00 PM Eastern
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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)
37
Total
Institutional Inflows
(last 12 months)
$95.90M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$29.98M
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UJAN Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 Orion Capital Management LLC3,983$155K0.1%N/A0.073%
2/17/2025 CoreCap Advisors LLC8,310$324K0.0%-9.2%0.153%
2/17/2025 Cetera Investment Advisers28,720$1.12M0.0%-8.8%0.529%
2/17/2025 Citadel Advisors LLC13,520$527K0.0%+18.4%0.249%
2/14/2025 Jane Street Group LLC12,090$471K0.0%-67.1%0.223%
2/14/2025 Long 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%
2/14/2025 Tradition Wealth Management LLC8,487$331K0.0%-85.3%0.156%
2/13/2025 Barclays PLC3,800$148K0.0%+7,207.7%0.070%
2/13/2025 Townsquare Capital LLC8,458$329K0.0%-16.1%0.156%
2/13/2025 Raymond James Financial Inc.78,012$3.04M0.0%N/A1.437%
2/13/2025 Trek Financial LLC7,571$295K0.0%-4.4%0.139%
2/13/2025 Envestnet Asset Management Inc.19,942$777K0.0%-32.4%0.367%
2/12/2025 Arete Wealth Advisors LLC18,912$737K0.1%+78.2%0.348%
2/11/2025 LPL Financial LLC26,770$1.04M0.0%-2.2%0.493%
2/10/2025 IMG Wealth Management Inc.47,424$1.85M1.7%N/A0.873%
2/10/2025 Commonwealth Equity Services LLC184,807$7.20M0.0%-7.7%3.403%
2/7/2025 PFG Advisors43,667$1.70M0.1%-12.8%0.804%
2/7/2025 HighTower Advisors LLC10,654$415K0.0%N/A0.196%
2/6/2025 Raymond James Financial Inc.78,012$3.04M0.0%N/A1.437%
2/5/2025 SRS Capital Advisors Inc.1,200$47K0.0%+47.2%0.022%
1/31/2025 C2P 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%
1/30/2025 Allworth Financial LP54,855$2.17M0.0%-21.2%1.010%
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%
1/28/2025 Archer Investment Corp1,057$41K0.0%-34.9%0.019%
1/28/2025 Prairie Wealth Advisors Inc.63,911$2.49M1.2%N/A1.177%
1/24/2025 Compass Advisory Group LLC21,283$829K0.3%-2.6%0.392%
1/23/2025 Strategic Blueprint LLC135,947$5.30M0.3%-15.1%2.504%
1/21/2025 KFG Wealth Management LLC18,746$730K0.1%-33.4%0.345%
1/21/2025 RFG 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%
1/14/2025 Accurate Wealth Management LLC25,373$983K0.2%+4.1%0.467%
1/13/2025 Brookstone Capital Management44,120$1.72M0.0%-2.0%0.813%
1/7/2025 FC Advisory LLC5,580$217K0.1%N/A0.103%
12/26/2024 JPMorgan Chase & Co.952$36K0.0%-58.0%0.018%
11/18/2024 Arete Wealth Advisors LLC10,611$404K0.0%-21.3%0.195%
11/15/2024 Continuum Advisory LLC9,699$375K0.0%+11.3%0.179%
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11/15/2024 Jane Street Group LLC36,706$1.40M0.0%+356.7%0.676%
11/14/2024 Tradition Wealth Management LLC57,847$2.20M0.2%-32.4%1.065%
11/13/2024 WorthPointe LLC9,642$367K0.2%+8.1%0.178%
11/13/2024 Townsquare Capital LLC10,087$384K0.0%N/A0.186%
11/6/2024 Archer Investment Corp1,623$62K0.0%-97.0%0.030%
11/5/2024 Harbour Investments Inc.11,124$423K0.0%-5.2%0.205%
11/2/2024 XML Financial LLC8,573$326K0.0%-12.2%0.158%
10/25/2024 Strategic Blueprint LLC160,163$6.09M0.4%-0.9%2.950%
10/25/2024 Worth Financial Advisory Group LLC32,427$1.23M0.7%-2.0%0.597%
10/23/2024 Allworth Financial LP69,580$2.65M0.0%-10.7%1.281%
10/18/2024Raymond James & Associates66,511$2.53M0.0%+59.3%1.225%
10/18/2024 Accurate Wealth Management LLC24,382$932K0.2%-3.4%0.449%
10/9/2024 Fermata Advisors LLC559,943$21.31M4.3%+4.4%10.312%
10/9/2024 Maltin Wealth Management Inc.19,713$750K0.4%-1.7%0.363%
10/8/2024 CWM LLC30,120$1.15M0.0%+367.7%0.555%
10/8/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors156,921$5.97M0.5%+3.4%2.890%
10/8/2024 Brookstone Capital Management45,023$1.71M0.0%-14.2%0.829%
8/22/2024 Cetera Investment Advisers36,606$1.36M0.0%-12.8%0.674%
8/21/2024 Truist Financial Corp87,161$3.24M0.0%-0.6%1.605%
8/16/2024 Long Island Wealth Management Inc.39,954$1.48M1.0%-4.5%0.736%
8/8/2024 Main Street Financial Solutions LLC7,300$271K0.0%-17.0%0.134%
8/7/2024 MGO One Seven LLC131,858$4.89M0.2%-15.5%2.428%
8/7/2024 Ashton Thomas Private Wealth LLC1,299$48K0.0%N/A0.024%
8/6/2024 Chris Bulman Inc3,154$117K0.1%N/A0.058%
8/2/2024 Archer Investment Corp53,674$1.99M0.6%-2.4%0.988%
7/31/2024 Spire Wealth Management27,050$1.00M0.0%-19.4%0.498%
7/31/2024 Commonwealth Equity Services LLC255,026$9.46M0.0%-3.6%4.697%
7/29/2024 Nations Financial Group Inc. IA ADV22,751$844K0.1%+4.7%0.419%
7/27/2024 Strategic Blueprint LLC161,546$6.00M0.4%-2.1%2.975%
7/26/2024 Cambridge Investment Research Advisors Inc.74,275$2.76M0.0%-2.5%1.368%
7/19/2024 KFG Wealth Management LLC31,677$1.18M0.5%-2.0%0.583%
7/19/2024Raymond James & Associates41,739$1.55M0.0%+34.4%0.769%
7/19/2024MBL Wealth LLC19,755$733K0.1%-34.9%0.364%
7/18/2024 Brookstone Capital Management52,504$1.96M0.0%-88.5%0.967%
7/18/2024 Triad Wealth Partners LLC1,502$56K0.0%N/A0.028%
7/13/2024 Fermata Advisors LLC536,138$19.90M4.6%+7.8%9.874%
7/10/2024 CWM LLC6,440$239K0.0%+21.0%0.119%
7/2/2024 Waller Financial Planning Group Inc.7,608$282K0.1%N/A0.140%
5/24/2024Cetera Advisors LLC31,394$1.13M0.0%-15.9%0.578%
5/17/2024 XML Financial LLC9,971$360K0.0%-4.7%0.184%
5/14/2024 JT Stratford LLC15,295$552K0.1%-3.0%0.282%
5/9/2024 Kingsview Wealth Management LLC8,612$311K0.0%-3.7%0.159%
5/9/2024 Delta Investment Management LLC26,226$947K0.2%+93.5%0.483%
5/9/2024 Koshinski Asset Management Inc.5,755$208K0.0%-35.9%0.106%
5/8/2024 Berkshire Money Management Inc.80,010$2.89M0.3%-1.1%1.473%
5/8/2024 Avantax Advisory Services Inc.8,117$293K0.0%-4.7%0.149%
5/7/2024 PFG Advisors52,509$1.90M0.1%+26.7%0.967%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors107,490$3.88M0.5%-1.5%1.980%
5/1/2024 Worth Financial Advisory Group LLC33,097$1.20M0.8%N/A0.610%
4/30/2024 Valtinson Bruner Financial Planning LLC5,695$206K0.1%N/A0.105%
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4/29/2024 Commonwealth Equity Services LLC264,424$9.55M0.0%+28.2%4.870%
4/25/2024 Cambridge Investment Research Advisors Inc.76,182$2.75M0.0%-0.4%1.390%
4/23/2024 Milestone Asset Management LLC6,100$220K0.1%-33.0%0.111%
4/23/2024 Nations Financial Group Inc. IA ADV21,726$784K0.1%N/A0.396%
4/23/2024 Strategic Blueprint LLC164,976$5.96M0.4%-5.6%3.011%
4/23/2024 Accurate Wealth Management LLC28,974$1.02M0.3%+7.6%0.529%
4/22/2024MBL Wealth LLC30,365$1.10M0.1%N/A0.554%
4/19/2024 KFG Wealth Management LLC32,332$1.17M0.5%+66.1%0.590%
4/15/2024 Brookstone Capital Management455,125$16.43M0.3%+3,439.3%8.305%
4/12/2024 Fermata Advisors LLC497,435$17.96M4.0%N/A12.593%
(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, 88 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - January. The most heavily invested institutionals were SageView Advisory Group LLC ($34.44M), Fermata Advisors LLC ($21.04M), Commonwealth Equity Services LLC ($7.20M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($6.59M), Strategic Blueprint LLC ($5.30M), Osaic Holdings Inc. ($4.80M), and MGO One Seven LLC ($4.42M).Learn more on UJAN's institutional investors.

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

Of the 56 institutional investors that purchased Innovator U.S. Equity Ultra Buffer ETF - January stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: SageView Advisory Group LLC ($1.00M), Fermata Advisors LLC ($559.94K), Brookstone Capital Management ($442.27K), Raymond James Financial Inc. ($156.02K), Arete Wealth Advisors LLC ($78.94K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($73.79K), and Truist Financial Corp ($72.27K).

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

Institutional investors have bought a total of 3,090,063 shares in the last 24 months. This purchase volume represents approximately $109.37M in transactions.

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

Of the 62 institutional investors that sold Innovator U.S. Equity Ultra Buffer ETF - January stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($746.00K), Strategic Blueprint LLC ($247.24K), Osaic Holdings Inc. ($169.34K), Commonwealth Equity Services LLC ($115.10K), Donald L. Hagan LLC ($90.26K), OLD Mission Capital LLC ($87.82K), and Archer Investment Corp ($87.57K).

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

Institutional investors have sold a total of 2,109,643 shares in the last 24 months. This volume of shares sold represents approximately $72.30M in transactions.



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