KJAN Institutional Ownership
Innovator U.S. Small Cap Power Buffer ETF - January
1W: +0.0%
1M: -0.9%
3M: +0.3%
YTD: +10.0%
1Y: +13.4%
3Y: +49.5%
5Y: +46.3%
$45.84
+0.22 (+0.48%)
Weekly Expected Move ±0.8%
$45
$45
$46
$46
$47
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — KJAN
141
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
230M
Total Invested
11
New Positions
25
Increased
67
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (150 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Compass Advisory Group LLC | 618,790 | $28M | +3,713 | +0.6% | 23Q | SEC ↗ |
| 2 | PFS Partners, LLC | 493,805 | $23M | -12,600 | -2.5% | 11Q | SEC ↗ |
| 3 | Long Island Wealth Management, Inc. | 476,337 | $22M | +3,343 | +0.7% | 11Q | SEC ↗ |
| 4 | OSAIC HOLDINGS, INC. | 263,670 | $12M | +29,413 | +12.6% | 26Q | SEC ↗ |
| 5 | MBL Wealth, LLC | 224,531 | $10M | +3,068 | +1.4% | 13Q | SEC ↗ |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 222,544 | $10M | +5,690 | +2.6% | 26Q | SEC ↗ |
| 7 | BLAIR WILLIAM & CO/IL | 156,948 | $7M | -20,591 | -11.6% | 10Q | SEC ↗ |
| 8 | Berkshire Money Management, Inc. | 148,779 | $7M | -600 | -0.4% | 26Q | SEC ↗ |
| 9 | Cetera Investment Advisers | 144,469 | $7M | -22,778 | -13.6% | 19Q | SEC ↗ |
| 10 | Kestra Advisory Services, LLC | 124,702 | $6M | -35,422 | -22.1% | 23Q | SEC ↗ |
| 11 | LPL Financial LLC | 121,791 | $6M | +16,048 | +15.2% | 11Q | SEC ↗ |
| 12 | BFI Wealth Solutions, LLC | 113,715 | $5M | +498 | +0.4% | 3Q | SEC ↗ |
| 13 | PRINCIPAL SECURITIES, INC. | 105,876 | $5M | -12,574 | -10.6% | 11Q | SEC ↗ |
| 14 | AdvisorNet Financial, Inc | 88,373 | $4M | -1,302 | -1.5% | 19Q | SEC ↗ |
| 15 | RAYMOND JAMES FINANCIAL INC | 75,942 | $3M | -1,144 | -1.5% | 7Q | SEC ↗ |
| 16 | Pallas Capital Advisors LLC | 66,380 | $3M | +3,086 | +4.9% | 10Q | SEC ↗ |
| 17 | Sunbelt Securities, Inc. | 62,861 | $3M | +242 | +0.4% | 23Q | SEC ↗ |
| 18 | INVESTMENT MANAGEMENT CORP /VA/ /ADV | 52,632 | $2M | +893 | +1.7% | 7Q | SEC ↗ |
| 19 | TRUIST FINANCIAL CORP | 51,626 | $2M | -415 | -0.8% | 18Q | SEC ↗ |
| 20 | Faithward Advisors, LLC | 47,912 | $2M | -23 | -0.0% | 11Q | SEC ↗ |
| 21 | Cambridge Investment Research Advisors | 45,603 | $2M | -2,941 | -6.1% | 26Q | SEC ↗ |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 43,514 | $2M | -23,595 | -35.2% | 12Q | SEC ↗ |
| 23 | Wood Tarver Financial Group, LLC | 42,494 | $2M | -1,154 | -2.6% | 7Q | SEC ↗ |
| 24 | IFP Advisors, Inc | 36,468 | $2M | +402 | +1.1% | 22Q | SEC ↗ |
| 25 | DHJJ Financial Advisors, Ltd. | 36,440 | $2M | -136 | -0.4% | 23Q | SEC ↗ |
| 26 | RED CRANE WEALTH MANAGEMENT, LLC | 35,387 | $2M | +3,422 | +10.7% | 7Q | SEC ↗ |
| 27 | INDEPENDENT FINANCIAL GROUP, LLC | 33,981 | $2M | -2,168 | -6.0% | 16Q | SEC ↗ |
| 28 | JT Stratford LLC | 33,510 | $2M | -50 | -0.1% | 10Q | SEC ↗ |
| 29 | Weaver Consulting Group | 33,254 | $2M | — | +0.0% | 10Q | SEC ↗ |
| 30 | JDM Financial Group LLC | 30,561 | $1M | -172 | -0.6% | 3Q | SEC ↗ |
| 31 | FOUNDERS FINANCIAL SECURITIES LLC | 30,527 | $1M | +3,421 | +12.6% | 6Q | SEC ↗ |
| 32 | Fragasso Financial Advisors Inc | 30,190 | $1M | -865 | -2.8% | 6Q | SEC ↗ |
| 33 | Capital Analysts, LLC | 29,604 | $1M | -1,213 | -3.9% | 19Q | SEC ↗ |
| 34 | Janney Montgomery Scott LLC | 28,865 | $1M | -900 | -3.0% | 18Q | SEC ↗ |
| 35 | FSA Advisors, Inc. | 27,961 | $1M | -1,150 | -4.0% | 11Q | SEC ↗ |
| 36 | OLD MISSION CAPITAL LLC | 27,654 | $1M | +22,017 | +390.6% | 2Q | SEC ↗ |
| 37 | OneDigital Investment Advisors LLC | 27,433 | $1M | +424 | +1.6% | 20Q | SEC ↗ |
| 38 | BLUE BELL PRIVATE WEALTH MANAGEMENT, L | 26,951 | $1M | +1,079 | +4.2% | 6Q | SEC ↗ |
| 39 | AssuredPartners Investment Advisors, L | 26,214 | $1M | -331 | -1.2% | 3Q | SEC ↗ |
| 40 | Miller Financial Services LLC | 25,803 | $1M | -1,107 | -4.1% | 7Q | SEC ↗ |
| 41 | WEALTH ALLIANCE, LLC | 25,732 | $1M | — | +0.0% | 22Q | SEC ↗ |
| 42 | HighTower Advisors, LLC | 23,935 | $1M | +3,074 | +14.7% | 18Q | SEC ↗ |
| 43 | Brookstone Capital Management | 23,785 | $1M | -23 | -0.1% | 11Q | SEC ↗ |
| 44 | First Commonwealth Financial Corp /PA | 22,585 | $1M | +3,660 | +19.3% | 10Q | SEC ↗ |
| 45 | BCGM Wealth Management, LLC | 22,457 | $1M | — | +0.0% | 13Q | SEC ↗ |
| 46 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21,575 | $989K | +8,057 | +59.6% | 2Q | SEC ↗ |
| 47 | Advisor OS, LLC | 20,836 | $955K | — | +0.0% | 2Q | SEC ↗ |
| 48 | Cornerstone Wealth, LLC/TN | 20,517 | $940K | +928 | +4.7% | 2Q | SEC ↗ |
| 49 | Crown Wealth Group, LLC | 18,762 | $860K | — | +0.0% | 4Q | SEC ↗ |
| 50 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 18,310 | $839K | -120 | -0.7% | 19Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| Arax Advisory Partners | 7,798 | $357K |
| CITADEL ADVISORS LLC | 7,448 | $341K |
| BCS Wealth Management | 4,658 | $214K |
| FIDUCIARY FINANCIAL ADVISORS | 2,753 | $126K |
| JPMORGAN CHASE & CO | 2,702 | $124K |
| Highland Investment Advisors LLC | 850 | $39K |
| UBS Group AG | 528 | $24K |
| Luminist Capital LLC | 450 | $21K |
| Cape Investment Advisory, Inc. | 250 | $11K |
| PNC Financial Services Group, Inc. | 147 | $7K |
| Trust Co | 113 | $5K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| VanWeelden Wealth Management, LLC | 24,434 | $1M |
| Arete Wealth Advisors, LLC | 20,475 | $939K |
| WELLINGTON-ALTUS USA INC. | 18,900 | $866K |
| WorthPointe, LLC | 17,090 | $783K |
| Clear Point Advisors Inc. | 12,004 | $550K |
| TFB Advisors LLC | 6,025 | $276K |
| MAI Capital Management | 1,765 | $81K |
| Parallel Advisors, LLC | 892 | $41K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 230 | $11K |
| Sound Income Strategies, LLC | 96 | $4K |
| MCGUIRE CAPITAL ADVISORS INC | 24 | $1K |