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 3.35 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 |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
32,805
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
32,416
shares
|
$998,088
0.34% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
30,640
shares
|
$943,405
0.02% of portfolio
|
Q4 2023
Reduced 25.85%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
29,437
shares
|
$906,365
0.03% of portfolio
|
Q3 2025
Added 8.75%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
28,602
shares
|
$880,655
0.0% of portfolio
|
Q2 2025
Reduced 12.25%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
28,385
shares
|
$873,974
0.0% of portfolio
|
Q3 2025
Added 13.75%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
26,393
shares
|
$812,640
0.06% of portfolio
|
Q3 2024
Added 40.7%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
25,836
shares
|
$795,490
0.31% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
25,653
shares
|
$789,855
0.23% of portfolio
|
Q3 2025
Added 6.1%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
25,615
shares
|
$788,685
0.31% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
25,472
shares
|
$784,282
0.06% of portfolio
|
Q3 2025
Added 26.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,459
shares
|
$722,302
0.0% of portfolio
|
Q3 2024
Added 28.0%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
23,363
shares
|
$719,346
0.19% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
21,300
shares
|
$655,827
0.07% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
21,197
shares
|
$652,655
0.02% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
18,577
shares
|
$571,985
0.0% of portfolio
|
Q3 2025
Added 29.15%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
18,462
shares
|
$568,444
0.11% of portfolio
|
Q3 2024
Added 58.11%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
18,322
shares
|
$564,134
0.05% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
17,386
shares
|
$535,314
0.0% of portfolio
|
Q3 2025
Added 12.49%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
16,778
shares
|
$516,594
0.01% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
16,494
shares
|
$507,850
0.08% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
16,246
shares
|
$500,214
0.06% of portfolio
|
Q3 2025
Added 7.97%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
14,238
shares
|
$438,388
0.11% of portfolio
|
Q3 2025
Added 91.37%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
13,502
shares
|
$415,726
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
12,711
shares
|
$391,371
0.12% of portfolio
|
Q1 2024
Reduced 7.02%
|
|