Who Owns Innovator U.S. Small Cap Power Buffer ETF (KJAN)?Hedge Fund & Institutional Holders

$41.83+0.34 (+0.82%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+15 / -5

Price History

$32.94$35.47$38.00$40.53$43.06Sep 24Jun 25Mar 26

KJAN — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
PFS Partners, LLCNew Position+507K+$21.0B
Long Island Wealth Management, Inc.New Position+436K+$18.0B
Compass Advisory Group LLCNew Position+283K+$11.7B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+245K+$10.0B
MBL Wealth, LLCNew Position+215K+$8.9B
INVESTMENT MANAGEMENT CORP /VA/ /ADVNew Position+51K+$2.1B
DHJJ Financial Advisors, Ltd.New Position+35K+$1.5B
RED CRANE WEALTH MANAGEMENT, LLCNew Position+33K+$1.3B
JDM Financial Group LLCNew Position+31K+$1.3B
AssuredPartners Investment Advisors, LLCNew Position+27K+$1.1B
Bullseye Investment Management, LLCNew Position+27K+$970.0M
WorthPointe, LLCNew Position+17K+$707.0M
GWN SECURITIES INC.New Position+13K+$551.0M
Trek Financial, LLCNew Position+12K+$511.0M
Clear Point Advisors Inc.New Position+12K+$497.0M

KJAN — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Cetera Investment AdvisersDecreased-17K-$6.6B
RAYMOND JAMES FINANCIAL INCDecreased-69K-$3.8B
Brookstone Capital ManagementDecreased-5K-$3.3B
HighTower Advisors, LLCDecreased-387-$2.9B
OSAIC HOLDINGS, INC.Decreased-15K-$2.3B
OLD MISSION CAPITAL LLCClosed Position-47K-$1.9B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-38K-$1.5B
OneDigital Investment Advisors LLCDecreased-31K-$1.3B
Miller Financial Services LLCDecreased-450-$992.1M
GTS SECURITIES LLCClosed Position-24K-$964.1M
NewEdge Advisors, LLCDecreased-921-$642.2M
UBS Group AGClosed Position-12K-$477.5M
IFP Advisors, IncDecreased-399-$437.6M
CAPTRUST FINANCIAL ADVISORSDecreased-572-$365.6M
CITADEL ADVISORS LLCClosed Position-9K-$358.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1PFS Partners, LLC507,283$21.0B9.61%Share
2Long Island Wealth Management, Inc.435,696$18.0B8.53%Share
3Compass Advisory Group LLC282,802$11.7B3.16%Share
4COMMONWEALTH EQUITY SERVICES, LLC245,269$10.0B13.33%Share
5MBL Wealth, LLC215,473$8.9B0.72%Share
6OSAIC HOLDINGS, INC.187,783$7.0B10.23%Share
7BLAIR WILLIAM & CO/IL121,505$5.0B13.42%Share
8AdvisorNet Financial, Inc89,575$3.7B0.20%Share
9Pallas Capital Advisors LLC69,624$2.9B0.10%Share
10Sunbelt Securities, Inc.62,619$2.6B0.17%Share
11INVESTMENT MANAGEMENT CORP /VA/ /ADV51,309$2.1B1.78%Share
12RAYMOND JAMES FINANCIAL INC52,004$2.0B0.62%Share
13Fragasso Financial Advisors Inc39,593$1.6B0.10%Share
14DHJJ Financial Advisors, Ltd.35,424$1.5B0.49%Share
15RED CRANE WEALTH MANAGEMENT, LLC32,571$1.3B1.10%Share
16JDM Financial Group LLC30,733$1.3B0.49%Share
17FSA Advisors, Inc.28,735$1.2B0.83%Share
18Weaver Consulting Group28,497$1.2B0.29%Share
19AssuredPartners Investment Advisors, LLC27,021$1.1B0.17%Share
20OneDigital Investment Advisors LLC26,006$1.0B9.80%Share
21OSAIC HOLDINGS, INC.41,548$1.0B1.46%Share
22IFP Advisors, Inc35,224$1.0B0.02%Share
23Bullseye Investment Management, LLC27,155$970.0M0.59%Share
24BCGM Wealth Management, LLC22,457$930.0M0.24%Share
25WorthPointe, LLC17,090$707.0M0.19%Share
26GWN SECURITIES INC.13,307$551.0M0.11%Share
27Tradition Wealth Management, LLC12,654$524.0M0.04%Share
28Trek Financial, LLC12,360$511.0M0.03%Share
29Clear Point Advisors Inc.12,004$497.0M0.39%Share
30Collaborative Wealth Managment Inc.11,958$495.0M0.17%Share
31First Heartland Consultants, Inc.11,713$485.0M0.04%Share
32First City Capital Management, Inc.11,670$483.0M0.26%Share
33WEALTHGARDEN F.S. LLC11,181$478.0M0.32%Share
34Forvis Mazars Wealth Advisors, LLC10,836$448.0M8.46%Share
35Visionary Wealth Advisors10,672$442.0M0.02%Share
36Koshinski Asset Management, Inc.10,570$437.0M0.03%Share
37Main Street Financial Solutions, LLC9,700$401.0M0.03%Share
38Valtinson Bruner Financial Planning LLC8,906$368.0M0.11%Share
39CREATIVE FINANCIAL DESIGNS INC /ADV8,655$358.0M0.02%Share
40ODonnell Financial Services, LLC8,379$347.0M0.12%Share
41Crown Wealth Group, LLC8,100$335.0M0.09%Share
421776 Wealth LLC7,985$330.0M0.12%Share
43Vantage Point Financial LLC7,511$311.0M0.11%Share
44Cornerstone Wealth Group, LLC7,173$297.0M0.02%Share
45Berger Financial Group, Inc6,487$268.0M0.02%Share
46Grantvest Financial Group LLC6,079$251.0M0.16%Share
47TFB Advisors LLC6,025$249.0M0.07%Share
48Sigma Planning Corp5,070$238.0M0.01%Share
49WINNOW WEALTH LLC5,653$237.0M0.18%Share
50Outlook Wealth Advisors, LLC5,653$234.0M0.05%Share

KJAN Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025119$120.1B+52
Q3 202567$70.1B-42
Q2 2025109$157.0B-16
Q1 2025125$182.5B+22
Q4 2024103$4.3T+27
Q3 202476$11.5T-3
Q2 202479$11.2T+8
Q1 202471$11.0T—

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As of Q4 2025, 50 institutional investors hold KJAN (Innovator U.S. Small Cap Power Buffer ETF). The largest holder is PFS Partners, LLC with $21.0B in shares. This quarter, 15 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own KJAN?

As of Q4 2025, 50 institutional investors report holding KJAN (Innovator U.S. Small Cap Power Buffer ETF) in their 13F filings.

Who is the largest institutional holder of KJAN?

The largest institutional holder of KJAN is PFS Partners, LLC with $21.0B in shares.

Is institutional ownership of KJAN increasing or decreasing?

This quarter, 15 institutions opened new positions in KJAN and 5 closed their positions.