Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 2 Yr to January 2027 (TJAN) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2025 to Q4 2025

Type / Class
Equity / Innovator Equity Defined Protection ETF - 2 Yr to January 2027
Symbol
TJAN
Shares outstanding
1,475,269
Price per share
$27.33
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
661,507
Total reported value
$18,081,341
% of total 13F portfolios
0%
Share change
-46,149
Value change
-$1,259,119
Number of holders
28
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 2 Yr to January 2027 (TJAN) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Brookstone Capital Management 12% $4,557,460 175,557 Brookstone Capital Management, LLC 30 Jun 2025

As of 31 Dec 2025, 28 institutional investors reported holding 661,507 shares of Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 2 Yr to January 2027 (TJAN). This represents 45% of the company’s total 1,475,269 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 2 Yr to January 2027 (TJAN) together control 45% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Brookstone Capital Management 11% 169,075 -0.25% 0.05% $4,620,870
HighTower Advisors, LLC 4.3% 63,479 -2.3% 0% $1,734,900
OLD MISSION CAPITAL LLC 3.2% 47,333 +52% 0.05% $1,293,625
Vantage Financial Partners, LLC 2.8% 41,032 -0.36% 0.23% $1,121,417
RAYMOND JAMES FINANCIAL INC 2.5% 36,262 -6.3% 0% $991,051
COMMONWEALTH EQUITY SERVICES, LLC 2.4% 34,931 0% 0% $954,670
Tradition Wealth Management, LLC 2.2% 32,753 0% 0.06% $895,149
Cypress Wealth Services, LLC 2.1% 30,599 0% 0.12% $836,280
GILL CAPITAL PARTNERS, LLC 1.9% 28,254 0% 0.23% $772,190
SMI Advisory Services, LLC 1.8% 26,563 0% 0.13% $728,092
Mutual Advisors, LLC 1.7% 25,017 0% 0.01% $683,722
Atlantic Private Wealth, LLC 1.7% 24,500 0% 0.43% $669,592
Cambridge Investment Research Advisors, Inc. 0.96% 14,176 -6.5% 0% $387,000
Triad Wealth Partners, LLC 0.9% 13,297 0% 0.03% $363,411
MML INVESTORS SERVICES, LLC 0.88% 12,964 +1% 0% $354,310
LPL Financial LLC 0.58% 8,558 0% 0% $233,893
Cetera Investment Advisers 0.58% 8,534 -11% 0% $233,236
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.51% 7,490 -84% 0% $204,704
CreativeOne Wealth, LLC 0.5% 7,380 0% $201,698
Kestra Advisory Services, LLC 0.41% 6,050 0% $165,348
OSAIC HOLDINGS, INC. 0.36% 5,254 0% 0% $143,587
SageView Advisory Group, LLC 0.26% 3,903 0% $106,659
Farther Finance Advisors, LLC 0.22% 3,249 0% 0% $88,796
IFP Advisors, Inc 0.21% 3,100 0% 0% $84,724
BARCLAYS PLC 0.2% 2,921 -2.6% 0% $79,832

Institutional Holders of Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 2 Yr to January 2027 (TJAN) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 661,507 $18,081,341 -$1,259,119 $27.33 28
2025 Q3 771,685 $20,828,029 -$16,417,374 $27.03 31
2025 Q2 742,086 $19,540,647 -$15,215,862 $26.35 29
2025 Q1 2,145,426 $54,263,400 +$54,263,400 $25.30 30