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IJAN Institutional Ownership

Innovator International Developed Power Buffer ETF - January
1W: -1.0% 1M: -1.5% 3M: +0.2% YTD: +5.8% 1Y: +8.9% 3Y: +38.5% 5Y: +42.4%
$38.35
+0.22 (+0.58%)
 
Weekly Expected Move ±1.0%
$38 $38 $38 $39 $39
ETF AMEX · AUM $162.4M

Institutional Ownership — IJAN

118
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
204M
Total Invested
6
New Positions
21
Increased
59
Reduced
13
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (128 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Compass Advisory Group LLC 845,513 32M +12,707 +1.5% 23Q SEC ↗
2 Allworth Financial LP 665,968 26M +656,488 +6925.0% 13Q SEC ↗
3 Long Island Wealth Management, Inc. 515,972 20M +5,488 +1.1% 11Q SEC ↗
4 BLAIR WILLIAM & CO/IL 311,570 12M -27,651 -8.2% 14Q SEC ↗
5 COMMONWEALTH EQUITY SERVICES, LLC 188,091 7M +5,474 +3.0% 26Q SEC ↗
6 OSAIC HOLDINGS, INC. 157,147 6M +21,319 +15.7% 26Q SEC ↗
7 BIP Wealth, LLC 137,378 5M -5,748 -4.0% 3Q SEC ↗
8 Cornerstone Wealth, LLC/TN 129,197 5M +1,318 +1.0% 2Q SEC ↗
9 US BANCORP \DE 115,514 4M -65,214 -36.1% 2Q SEC ↗
10 AdvisorNet Financial, Inc 110,939 4M -807 -0.7% 19Q SEC ↗
11 RED CRANE WEALTH MANAGEMENT, LLC 108,402 4M +1,265 +1.2% 7Q SEC ↗
12 Cetera Investment Advisers 105,814 4M -5,282 -4.8% 11Q SEC ↗
13 HighTower Advisors, LLC 101,192 4M -26 -0.0% 23Q SEC ↗
14 JDM Financial Group LLC 82,524 3M -465 -0.6% 3Q SEC ↗
15 BFI Wealth Solutions, LLC 79,010 3M -695 -0.9% 3Q SEC ↗
16 LPL Financial LLC 73,936 3M +7,702 +11.6% 11Q SEC ↗
17 INDEPENDENT FINANCIAL GROUP, LLC 73,010 3M -531 -0.7% 16Q SEC ↗
18 ENVESTNET ASSET MANAGEMENT INC 71,544 3M -36,987 -34.1% 18Q SEC ↗
19 WPWealth LLP 58,977 2M -29,376 -33.2% 11Q SEC ↗
20 My Personal CFO, LLC 56,629 2M -1 -0.0% 3Q SEC ↗
21 Global Strategic Investment Solutions, 55,734 2M -2,711 -4.6% 18Q SEC ↗
22 Talon Private Wealth, LLC 51,059 2M -850 -1.6% 2Q SEC ↗
23 Signal Advisors Wealth, LLC 51,059 2M -850 -1.6% 3Q SEC ↗
24 Advus Financial Partners, LLC 51,020 2M -250 -0.5% 11Q SEC ↗
25 PFG Advisors 44,527 2M -252 -0.6% 11Q SEC ↗
26 Triad Wealth Partners, LLC 42,968 2M -3,754 -8.0% 7Q SEC ↗
27 IFP Advisors, Inc 42,937 2M -83 -0.2% 22Q SEC ↗
28 Kestra Advisory Services, LLC 41,937 2M -22,498 -34.9% 22Q SEC ↗
29 CORRADO ADVISORS, LLC 38,943 1M -737 -1.9% 18Q SEC ↗
30 WEALTH ALLIANCE, LLC 37,331 1M — +0.0% 14Q SEC ↗
31 BENJAMIN EDWARDS INC 36,340 1M -20 -0.1% 8Q SEC ↗
32 WEALTH ENHANCEMENT ADVISORY SERVICES, 36,255 1M -450 -1.2% 12Q SEC ↗
33 Diligent Investors, LLC 34,797 1M -505 -1.4% 18Q SEC ↗
34 DHJJ Financial Advisors, Ltd. 34,596 1M — +0.0% 23Q SEC ↗
35 Creative Planning 33,179 1M +5,557 +20.1% 2Q SEC ↗
36 AssuredPartners Investment Advisors, L 31,885 1M -1,459 -4.4% 3Q SEC ↗
37 SUSQUEHANNA INTERNATIONAL GROUP, LLP 31,378 1M +6,503 +26.1% 2Q SEC ↗
38 FOUNDERS FINANCIAL SECURITIES LLC 31,285 1M +3,728 +13.5% 6Q SEC ↗
39 TRUIST FINANCIAL CORP 29,573 1M +199 +0.7% 15Q SEC ↗
40 OneDigital Investment Advisors LLC 27,424 1M +6,500 +31.1% 14Q SEC ↗
41 RETIREMENT GUYS FORMULA LLC 25,938 995K -3,576 -12.1% 2Q SEC ↗
42 World Investment Advisors 24,643 945K -1,577 -6.0% 3Q SEC ↗
43 Americana Partners, LLC 24,614 944K -22,270 -47.5% 6Q SEC ↗
44 CWM, LLC 23,889 916K +8,120 +51.5% 18Q SEC ↗
45 First Commonwealth Financial Corp /PA 23,400 897K -37 -0.2% 10Q SEC ↗
46 Berger Financial Group, Inc 21,364 819K -2,279 -9.6% 14Q SEC ↗
47 Cypress Wealth Services, LLC 21,274 816K — +0.0% 2Q SEC ↗
48 HFG Wealth Management, LLC 18,379 705K -95,413 -83.8% 11Q SEC ↗
49 Private Advisor Group, LLC 18,085 694K -380 -2.1% 3Q SEC ↗
50 NewEdge Advisors, LLC 17,949 688K +1,734 +10.7% 14Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
Allworth Financial LP +656,488 +6925.0% 665,968
OSAIC HOLDINGS, INC. +21,319 +15.7% 157,147
Compass Advisory Group LLC +12,707 +1.5% 845,513
CWM, LLC +8,120 +51.5% 23,889
LPL Financial LLC +7,702 +11.6% 73,936
SUSQUEHANNA INTERNATIONAL GROUP, LL +6,503 +26.1% 31,378
OneDigital Investment Advisors LLC +6,500 +31.1% 27,424
Creative Planning +5,557 +20.1% 33,179
Long Island Wealth Management, Inc. +5,488 +1.1% 515,972
COMMONWEALTH EQUITY SERVICES, LLC +5,474 +3.0% 188,091
FOUNDERS FINANCIAL SECURITIES LLC +3,728 +13.5% 31,285
Cambridge Investment Research Advis +2,360 +21.0% 13,599
Vantage Point Financial LLC +1,902 +19.0% 11,929
Focus Partners Wealth +1,752 +20.1% 10,483
NewEdge Advisors, LLC +1,734 +10.7% 17,949
Foundations Investment Advisors, LL +1,553 +17.2% 10,597
Cornerstone Wealth, LLC/TN +1,318 +1.0% 129,197
RED CRANE WEALTH MANAGEMENT, LLC +1,265 +1.2% 108,402
LANARK FINANCIAL, INC. +1,020 +46.2% 3,230
Sunbelt Securities, Inc. +886 +6.7% 14,075
Biggest Decreases (20)
HolderReducedChange %Total Shares
HFG Wealth Management, LLC -95,413 -83.8% 18,379
HARBOUR INVESTMENTS, INC. -66,853 -95.3% 3,326
US BANCORP \DE -65,214 -36.1% 115,514
ENVESTNET ASSET MANAGEMENT INC -36,987 -34.1% 71,544
WPWealth LLP -29,376 -33.2% 58,977
BLAIR WILLIAM & CO/IL -27,651 -8.2% 311,570
Kestra Advisory Services, LLC -22,498 -34.9% 41,937
Americana Partners, LLC -22,270 -47.5% 24,614
BIP Wealth, LLC -5,748 -4.0% 137,378
Cetera Investment Advisers -5,282 -4.8% 105,814
Triad Wealth Partners, LLC -3,754 -8.0% 42,968
RETIREMENT GUYS FORMULA LLC -3,576 -12.1% 25,938
Global Strategic Investment Solutio -2,711 -4.6% 55,734
Berger Financial Group, Inc -2,279 -9.6% 21,364
World Investment Advisors -1,577 -6.0% 24,643
AssuredPartners Investment Advisors -1,459 -4.4% 31,885
NewCorp Financial Services, Inc. -1,401 -7.4% 17,550
Visionary Wealth Advisors -1,261 -17.5% 5,957
Farther Finance Advisors, LLC -972 -42.7% 1,303
Signal Advisors Wealth, LLC -850 -1.6% 51,059

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms