Institutional Ownership Innovator U.S. Small Cap Power (KJUL)
This table provides information about the institutional ownership of Innovator U.S. Small Cap Power (KJUL). We have compiled data on the 98 institutions that hold shares in the stock, with a total of 3.36 Million shares, which have been reported (via 13F filing form) to have a value of $103 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Compass Advisory Group LLC
|
Nov 06, 2025 Q3 2025 |
468,529
shares
|
$14.4 Million
4.65% of portfolio
|
Q3 2025
Added 916.68%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
265,089
shares
|
$8.16 Million
0.01% of portfolio
|
Q3 2025
Reduced 23.49%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
219,673
shares
|
$6.76 Million
0.01% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
160,220
shares
|
$4.93 Million
0.01% of portfolio
|
Q3 2025
Added 13.53%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
155,223
shares
|
$4.78 Million
0.12% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
150,120
shares
|
$4.62 Million
0.39% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
128,581
shares
|
$3.96 Million
0.0% of portfolio
|
Q3 2025
Added 35.72%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
91,525
shares
|
$2.82 Million
0.05% of portfolio
|
Q3 2025
Added 32.07%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
80,617
shares
|
$2.48 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.14%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Oct 28, 2025 Q3 2025 |
75,659
shares
|
$2.33 Million
1.98% of portfolio
|
Q3 2025
Added 11.91%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
73,052
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2025
Added 49.48%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
72,965
shares
|
$2.25 Million
0.17% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
71,177
shares
|
$2.19 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
57,862
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
57,159
shares
|
$1.76 Million
0.52% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
47,090
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2025
Added 12.41%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 03, 2025 Q3 2025 |
45,490
shares
|
$1.4 Million
1.06% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 06, 2025 Q3 2025 |
44,786
shares
|
$1.38 Million
0.68% of portfolio
|
Q3 2025
Added 5.99%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
41,041
shares
|
$1.26 Million
0.1% of portfolio
|
Q3 2025
Reduced 12.73%
|
|
|
O Donnell Financial Services, LLC
|
Nov 07, 2025 Q3 2025 |
37,282
shares
|
$1.15 Million
0.47% of portfolio
|
Q3 2025
Reduced 24.2%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,870
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Added 7.8%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
36,505
shares
|
$1.12 Million
0.11% of portfolio
|
Q3 2025
Reduced 69.32%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
35,428
shares
|
$1.09 Million
0.07% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
34,544
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
33,892
shares
|
$1.04 Million
0.15% of portfolio
|
Q3 2022
Added 22.26%
|
|