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 |
|---|---|---|---|---|---|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
17,197
shares
|
$486,503
0.06% of portfolio
|
Q3 2024
Added 34.14%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
16,500
shares
|
$466,785
0.19% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
16,219
shares
|
$458,835
0.0% of portfolio
|
Q4 2024
Added 8.2%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
15,130
shares
|
$428,027
0.02% of portfolio
|
Q2 2024
Added 12.06%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
14,602
shares
|
$413,090
0.02% of portfolio
|
Q4 2024
Reduced 41.13%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
13,754
shares
|
$389,100
0.0% of portfolio
|
Q4 2024
Added 64.31%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
12,711
shares
|
$359,594
0.13% of portfolio
|
Q1 2024
Reduced 7.02%
|
|
|
North Crest Asset Manangement, LLC
|
Mar 17, 2025 Q4 2024 |
12,524
shares
|
$354,303
0.01% of portfolio
|
Q2 2023
Added 0.63%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
12,409
shares
|
$351,050
0.44% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
11,463
shares
|
$324,288
0.32% of portfolio
|
Q4 2024
Reduced 12.64%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
11,345
shares
|
$320,950
0.14% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Miller Financial Services LLC
Marshall, MI |
Feb 07, 2025 Q4 2024 |
11,024
shares
|
$311,868
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
10,822
shares
|
$306,154
0.03% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
10,143
shares
|
$286,945
0.01% of portfolio
|
Q4 2024
Reduced 10.97%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
9,992
shares
|
$282,673
0.0% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
9,770
shares
|
$276,393
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
9,469
shares
|
$267,878
0.01% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
9,081
shares
|
$256,901
0.01% of portfolio
|
Q4 2024
Reduced 32.06%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
8,876
shares
|
$251,102
0.06% of portfolio
|
Q4 2024
Reduced 6.99%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
7,610
shares
|
$215,286
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
7,271
shares
|
$205,696
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
7,040
shares
|
$199,161
0.0% of portfolio
|
Q4 2024
Reduced 53.81%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
6,805
shares
|
$192,513
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
6,285
shares
|
$177,802
0.01% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
5,517
shares
|
$156,075
0.12% of portfolio
|
Q3 2024
New holding
|