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 |
|---|---|---|---|---|---|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
11,730
shares
|
$361,166
0.29% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
11,289
shares
|
$347,588
0.01% of portfolio
|
Q3 2025
Reduced 28.96%
|
|
|
Miller Financial Services LLC
Marshall, MI |
Nov 13, 2025 Q3 2025 |
10,961
shares
|
$337,489
0.39% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
10,621
shares
|
$327,020
0.24% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 08, 2026 Q4 2025 |
10,408
shares
|
$320,462
0.01% of portfolio
|
Q1 2025
Reduced 16.9%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
10,366
shares
|
$319,169
0.02% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
10,310
shares
|
$317,444
0.01% of portfolio
|
Q3 2025
Added 12.78%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
10,057
shares
|
$309,655
0.11% of portfolio
|
Q2 2025
Reduced 11.32%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
9,831
shares
|
$302,696
0.01% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
9,531
shares
|
$293,459
0.01% of portfolio
|
Q3 2025
Added 53.73%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
9,513
shares
|
$292,905
0.01% of portfolio
|
Q3 2025
Added 35.45%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
9,459
shares
|
$291,242
0.0% of portfolio
|
Q3 2025
Added 250.59%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
9,226
shares
|
$284,068
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 15, 2026 Q4 2025 |
9,147
shares
|
$281,636
0.13% of portfolio
|
Q3 2025
Added 54.72%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
8,362
shares
|
$257,465
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
7,749
shares
|
$238,591
0.01% of portfolio
|
Q1 2025
Reduced 22.45%
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
7,624
shares
|
$234,742
0.08% of portfolio
|
Q3 2025
Reduced 86.7%
|
|
|
Bcgm Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
7,610
shares
|
$234,311
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
7,571
shares
|
$233,111
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
7,315
shares
|
$225,228
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
7,290
shares
|
$224,459
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
7,134
shares
|
$219,655
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
7,040
shares
|
$216,761
0.0% of portfolio
|
Q3 2025
Reduced 6.63%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,894
shares
|
$212,266
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Seros Financial, LLC
Tempe, AZ |
Nov 05, 2025 Q3 2025 |
6,698
shares
|
$206,231
0.12% of portfolio
|
Q3 2025
New holding
|
|