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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
6,535
shares
|
$201,212
0.0% of portfolio
|
Q1 2025
Reduced 98.67%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
6,496
shares
|
$200,011
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
5,655
shares
|
$174,117
0.0% of portfolio
|
Q3 2025
Added 1031.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
5,135
shares
|
$158,106
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,671
shares
|
$143,820
0.0% of portfolio
|
Q3 2021
Reduced 29.14%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,975
shares
|
$122,390
0.0% of portfolio
|
Q2 2024
Reduced 3.05%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,747
shares
|
$115,370
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
2,856
shares
|
$87,936
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
2,167
shares
|
$66,721
0.01% of portfolio
|
Q3 2025
Reduced 94.48%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
1,405
shares
|
$43,259
0.0% of portfolio
|
Q4 2025
Reduced 12.35%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
1,174
shares
|
$36,147
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
901
shares
|
$27,741
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
793
shares
|
$24,416
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
680
shares
|
$20,937
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
393
shares
|
$12,100
0.01% of portfolio
|
Q2 2025
Reduced 80.96%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
300
shares
|
$9,237
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
290
shares
|
$8,929
0.01% of portfolio
|
Q4 2025
Reduced 10.22%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
208
shares
|
$6,404
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
103
shares
|
$3,171
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
80
shares
|
$2,463
0.0% of portfolio
|
Q3 2025
Reduced 99.38%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
69
shares
|
$2,124
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|