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 97 institutions that hold shares in the stock, with a total of 5.14 Million shares, which have been reported (via 13F filing form) to have a value of $145 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
42,399
shares
|
$1.2 Million
0.8% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,870
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Added 7.8%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
35,416
shares
|
$1 Million
0.4% of portfolio
|
Q2 2024
Added 0.67%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
34,273
shares
|
$969,583
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
33,892
shares
|
$958,804
0.15% of portfolio
|
Q3 2022
Added 22.26%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
33,630
shares
|
$951,392
0.01% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
32,747
shares
|
$926,412
0.6% of portfolio
|
Q4 2024
Reduced 7.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
31,251
shares
|
$884,090
0.0% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
30,640
shares
|
$866,805
0.02% of portfolio
|
Q4 2023
Reduced 25.85%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 13, 2025 Q4 2024 |
29,719
shares
|
$840,750
0.14% of portfolio
|
Q4 2024
Added 3296.46%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
27,219
shares
|
$770,025
0.02% of portfolio
|
Q4 2024
Reduced 23.56%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
26,393
shares
|
$746,657
0.07% of portfolio
|
Q3 2024
Added 40.7%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
25,869
shares
|
$731,834
0.32% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
25,505
shares
|
$721,536
0.0% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
25,137
shares
|
$711,125
0.32% of portfolio
|
Q3 2024
Added 17.9%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
25,114
shares
|
$710,475
0.09% of portfolio
|
Q3 2024
Reduced 6.88%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
24,199
shares
|
$684,589
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
23,619
shares
|
$668,181
0.0% of portfolio
|
Q4 2024
Added 80.22%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,459
shares
|
$663,655
0.0% of portfolio
|
Q3 2024
Added 28.0%
|
|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
21,200
shares
|
$599,748
0.28% of portfolio
|
Q3 2024
Reduced 14.26%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
20,309
shares
|
$574,541
0.02% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
19,367
shares
|
$547,892
0.05% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
18,462
shares
|
$522,289
0.11% of portfolio
|
Q3 2024
Added 58.11%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
17,728
shares
|
$501,525
0.02% of portfolio
|
Q2 2024
Reduced 4.8%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
17,473
shares
|
$494,311
0.1% of portfolio
|
Q4 2024
Reduced 11.65%
|