Security Snapshot

Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - January (BJAN) Institutional Ownership

CUSIP: 45782C409

13F Institutional Holders and Ownership History from Q1 2019 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

125

Shares (Excl. Options)

5,025,928

Price

$53.33

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+1,302,648
Value change
+$69,582,276
Number of holders
125
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
6,550,089
SEC-reported price per share
$56.94
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • BJAN - Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - January is tracked under CUSIP 45782C409.
  • 125 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 113 to 125 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $209,300,426 to $268,103,108.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 125 institutions filings for Q1 2026.

Open SEC evidence

Security key

45782C409

Latest holder period

Q1 2026

13F holders

125

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
BJAN
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Brookstone Capital Management 12% $46,060,816 808,936 Brookstone Capital Management, LLC 31 May 2026

As of 31 Mar 2026, 125 institutional investors reported holding 5,025,928 shares of Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - January (BJAN). This represents 77% of the company’s total 6,550,089 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
60%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Brookstone Capital Management 9.7% 632,517 +2019% 0.39% $33,732,132
COFG Advisors, LLC 6% 395,548 +2.8% 5.2% $21,094,575
Penserra Capital Management LLC 5.8% 378,287 +11% 0.24% $20,174,000
INTEGRAL INVESTMENT ADVISORS, INC. 4.1% 265,894 +1.1% 3.5% $14,180,142
COMMONWEALTH EQUITY SERVICES, LLC 4% 262,262 +3% 0.02% $13,986,420
PERSONAL CFO SOLUTIONS, LLC 3.6% 234,460 1.8% $12,503,752
HighTower Advisors, LLC 2.4% 159,458 +0.29% 0.01% $8,503,895
Cetera Investment Advisers 2.2% 142,534 +6.9% 0.01% $7,601,361
U.S. Capital Wealth Advisors, LLC 2.1% 137,995 +4.7% 0.19% $7,359,255
OSAIC HOLDINGS, INC. 2% 128,839 +4.4% 0.01% $6,870,783
Lido Advisors, LLC 1.6% 107,920 -0.17% 0.02% $5,755,374
Steward Partners Investment Advisory, LLC 1.6% 101,980 +15% 0.03% $5,438,593
LPL Financial LLC 1.5% 96,370 -6.6% 0% $5,139,412
Janney Montgomery Scott LLC 1.5% 95,825 -2% 0.01% $5,110,000
Crown Wealth Group, LLC 1.4% 89,474 -0.93% 1.4% $4,771,648
ENVESTNET ASSET MANAGEMENT INC 1.3% 88,296 +40% 0% $4,708,826
RAYMOND JAMES FINANCIAL INC 1.3% 87,330 +18% 0% $4,657,309
Maltin Wealth Management, Inc. 1.3% 84,977 +2% 1.7% $4,531,828
Cerity Partners LLC 1.1% 72,477 +23% 0.01% $3,865,198
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1.1% 70,881 0% $3,780,084
DHJJ Financial Advisors, Ltd. 1% 65,916 +6.3% 1.2% $3,515,301
GWN SECURITIES INC. 0.92% 60,148 +99% 0.61% $3,207,693
Opes Wealth Management LLC 0.9% 58,788 +0.87% 0.54% $3,135,164
TRUIST FINANCIAL CORP 0.68% 44,667 -0.89% 0% $2,382,091
First Commonwealth Financial Corp /PA/ 0.68% 44,380 +9% 0.38% $2,366,785

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
29
Latest
Q1 2026
Rows shown
1-25 of 29
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 5,025,928 $268,103,108 +$69,582,276 $53.33 125
2025 Q4 3,804,225 $209,300,426 -$8,654,533 $55.05 113
2025 Q3 3,557,831 $188,543,500 -$59,593,850 $53.02 106
2025 Q2 4,695,744 $235,873,763 +$13,763,784 $50.22 110
2025 Q1 4,575,431 $213,415,951 +$63,032,228 $46.63 104
2024 Q4 3,236,822 $154,815,496 -$23,588,245 $47.95 105
2024 Q3 3,582,889 $166,799,935 -$6,793,222 $46.56 102
2024 Q2 3,732,662 $168,339,311 -$16,610,891 $45.10 104
2024 Q1 4,099,068 $178,448,705 +$49,238,075 $43.54 104
2023 Q4 2,963,960 $121,111,660 +$11,484,964 $40.86 88
2023 Q3 2,592,216 $95,235,421 -$19,145,729 $36.74 83
2023 Q2 3,101,083 $116,972,411 -$9,460,011 $37.72 88
2023 Q1 3,311,846 $116,437,471 +$20,098,694 $35.16 81
2022 Q4 2,793,048 $92,671,177 +$4,015,964 $33.04 75
2022 Q3 2,788,976 $86,381,611 -$8,963,549 $31.01 74
2022 Q2 3,145,091 $101,364,062 -$34,481,680 $32.15 79
2022 Q1 4,156,669 $150,464,098 +$50,473,124 $36.12 84
2021 Q4 2,759,118 $102,590,591 -$2,191,375 $37.29 62
2021 Q3 2,421,185 $87,269,758 -$5,095,272 $36.06 53
2021 Q2 2,555,528 $91,550,365 -$10,989,970 $35.82 52
2021 Q1 2,894,384 $98,886,300 +$42,595,265 $34.14 52
2020 Q4 1,621,174 $53,095,162 -$37,264,218 $32.75 44
2020 Q3 2,720,964 $81,369,048 +$11,018,804 $30.16 35
2020 Q2 2,334,898 $66,259,509 -$404,132,065 $28.36 30
2020 Q1 16,605,235 $452,428,000 +$440,273,883 $24.70 38
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