INNOVATOR U.S. EQUITY BUFFER BJAN
$58.82
+0.0% 52w: $48.83 – $59.05
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data48.8353.9459.05
Jun 20, 2025 Jul 2, 2026
Institutional holders
125
+13 QoQ
13F value
$268.1M
+28.1% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BJAN?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Brookstone Capital Management | Wealth advisor | 632.5K | $33.7M | 0.4% | +2019.4% |
| COFG Advisors, LLC | Wealth advisor | 395.5K | $21.1M | 5.2% | +2.8% |
| Penserra Capital Management LLC | Diversified mechanical | 378.3K | $20.2M | 0.2% | +11.1% |
| INTEGRAL INVESTMENT ADVISORS, INC. | Wealth advisor | 265.9K | $14.2M | 3.5% | +1.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 262.3K | $14.0M | 0.0% | +3.0% |
| PERSONAL CFO SOLUTIONS, LLC | Other | 234.5K | $12.5M | 1.8% | New |
| HighTower Advisors, LLC | Diversified mechanical | 159.5K | $8.5M | 0.0% | +0.3% |
| Cetera Investment Advisers | Wealth advisor | 142.5K | $7.6M | 0.0% | +6.9% |
| U.S. Capital Wealth Advisors, LLC | Other | 138.0K | $7.4M | 0.2% | +4.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 128.8K | $6.9M | 0.0% | +4.4% |
| Lido Advisors, LLC | Wealth advisor | 107.9K | $5.8M | 0.0% | -0.2% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 102.0K | $5.4M | 0.0% | +14.9% |
| LPL Financial LLC | Bank broker | 96.4K | $5.1M | 0.0% | -6.6% |
| Janney Montgomery Scott LLC | Diversified mechanical | 95.8K | $5.1M | 0.0% | -2.0% |
| Crown Wealth Group, LLC | Wealth advisor | 89.5K | $4.8M | 1.4% | -0.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 88.3K | $4.7M | 0.0% | +39.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 87.3K | $4.7M | 0.0% | +18.2% |
| Maltin Wealth Management, Inc. | Wealth advisor | 85.0K | $4.5M | 1.7% | +2.0% |
| Cerity Partners LLC | Diversified mechanical | 72.5K | $3.9M | 0.0% | +23.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 70.9K | $3.8M | 0.0% | New |
| DHJJ Financial Advisors, Ltd. | Wealth advisor | 65.9K | $3.5M | 1.2% | +6.3% |
| GWN SECURITIES INC. | Wealth advisor | 60.1K | $3.2M | 0.6% | +98.6% |
| Opes Wealth Management LLC | Wealth advisor | 58.8K | $3.1M | 0.5% | +0.9% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 44.7K | $2.4M | 0.0% | -0.9% |
| First Commonwealth Financial Corp /PA/ | Wealth advisor | 44.4K | $2.4M | 0.4% | +9.0% |
| Kestra Advisory Services, LLC | Wealth advisor | 42.5K | $2.3M | 0.0% | +23.9% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | Wealth advisor | 42.4K | $2.3M | 0.3% | +6.7% |
| My Personal CFO, LLC | Wealth advisor | 42.0K | $2.2M | 1.0% | +0.4% |
| FSA Advisors, Inc. | Wealth advisor | 38.5K | $2.1M | 1.4% | -2.4% |
| Bellwether Advisors, LLC | Wealth advisor | 38.5K | $2.1M | 0.3% | 0.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 33.4K | $1.8M | 0.0% | -30.4% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 29.6K | $1.6M | 0.0% | New |
| CoreCap Advisors, LLC | Wealth advisor | 29.3K | $1.6M | 0.1% | +1.2% |
| Lantz Financial LLC | Wealth advisor | 25.3K | $1.4M | 0.3% | -0.3% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 24.9K | $1.3M | 0.0% | +75.1% |
| Arkadios Wealth Advisors | Wealth advisor | 23.9K | $1.3M | 0.0% | New |
| Berkshire Money Management, Inc. | Wealth advisor | 23.2K | $1.2M | 0.1% | Held |
| Beacon Pointe Advisors, LLC | Wealth advisor | 21.4K | $1.1M | 0.0% | +75.1% |
| World Investment Advisors | Wealth advisor | 20.9K | $1.1M | 0.0% | +2.0% |
| Atria Investments, Inc | Wealth advisor | 19.8K | $1.1M | 0.0% | New |
| OLD MISSION CAPITAL LLC | Wealth advisor | 19.7K | $1.1M | 0.0% | New |
| Spire Wealth Management | Wealth advisor | 18.8K | $1.0M | 0.0% | +30.2% |
| Weaver Consulting Group | Wealth advisor | 18.5K | $986K | 0.2% | -4.6% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 18.5K | $985K | 0.0% | +3.6% |
| Snowden Capital Advisors LLC | Diversified mechanical | 17.5K | $934K | 0.0% | +27.6% |
| CWM, LLC | Wealth advisor | 16.9K | $902K | 0.0% | New |
| Advisory Services Network, LLC | Diversified mechanical | 16.0K | $851K | 0.0% | Held |
| Chicago Partners Investment Group LLC | Wealth advisor | 13.8K | $786K | 0.0% | +13.4% |
| City Center Advisors, LLC | Wealth advisor | 14.6K | $779K | 0.7% | +0.9% |
| Chris Bulman Inc | Wealth advisor | 14.5K | $772K | 0.3% | +239.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.