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 94 institutions that hold shares in the stock, with a total of 5 Million shares, which have been reported (via 13F filing form) to have a value of $135 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
O Donnell Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
646,392
shares
|
$17.5 Million
8.66% of portfolio
|
Q4 2024
Added 1043.51%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
603,509
shares
|
$16.3 Million
0.02% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
492,685
shares
|
$13.3 Million
0.08% of portfolio
|
Q4 2024
Added 156.55%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
368,120
shares
|
$9.97 Million
0.26% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
312,011
shares
|
$8.45 Million
0.27% of portfolio
|
Q4 2024
Reduced 96.6%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
284,978
shares
|
$7.71 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
189,823
shares
|
$5.14 Million
2.89% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
123,160
shares
|
$3.33 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
97,382
shares
|
$2.64 Million
0.43% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
93,779
shares
|
$2.54 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
92,867
shares
|
$2.51 Million
0.02% of portfolio
|
Q4 2024
Added 14.76%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
82,138
shares
|
$2.22 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
74,912
shares
|
$2.03 Million
0.18% of portfolio
|
Q4 2024
Reduced 11.45%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
73,482
shares
|
$1.99 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
70,108
shares
|
$1.9 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
59,611
shares
|
$1.61 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
55,912
shares
|
$1.51 Million
0.43% of portfolio
|
Q1 2025
Reduced 17.15%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
51,230
shares
|
$1.39 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
50,769
shares
|
$1.37 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
49,542
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.95%
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
46,859
shares
|
$1.27 Million
0.66% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Feb 04, 2025 Q4 2024 |
44,123
shares
|
$1.19 Million
1.1% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
43,246
shares
|
$1.17 Million
0.02% of portfolio
|
Q4 2024
Added 74.55%
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
41,134
shares
|
$1.11 Million
0.73% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,870
shares
|
$998,070
0.0% of portfolio
|
Q3 2024
Added 7.8%
|