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 88 institutions that hold shares in the stock, with a total of 2.99 Million shares, which have been reported (via 13F filing form) to have a value of $88.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
452,868
shares
|
$13.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 24.96%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
346,488
shares
|
$10.2 Million
0.01% of portfolio
|
Q2 2025
Added 29.45%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
151,735
shares
|
$4.48 Million
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
113,851
shares
|
$3.36 Million
0.01% of portfolio
|
Q4 2024
Added 7.04%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
94,739
shares
|
$2.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.43%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
74,766
shares
|
$2.21 Million
0.01% of portfolio
|
Q1 2025
Reduced 19.49%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
72,831
shares
|
$2.15 Million
0.17% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
71,177
shares
|
$2.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
70,108
shares
|
$2.07 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Jul 30, 2025 Q2 2025 |
67,607
shares
|
$2 Million
1.8% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
59,807
shares
|
$1.77 Million
0.0% of portfolio
|
Q2 2025
Added 77.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
57,696
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
57,344
shares
|
$1.69 Million
0.65% of portfolio
|
Q2 2025
Added 365.64%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
55,299
shares
|
$1.63 Million
0.43% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
50,154
shares
|
$1.48 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
O Donnell Financial Services, LLC
|
Jul 29, 2025 Q2 2025 |
49,186
shares
|
$1.45 Million
0.63% of portfolio
|
Q2 2025
Reduced 5.12%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
47,030
shares
|
$1.39 Million
0.11% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Compass Advisory Group LLC
|
Jul 28, 2025 Q2 2025 |
46,084
shares
|
$1.36 Million
0.57% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 01, 2025 Q2 2025 |
43,324
shares
|
$1.28 Million
1.04% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
39,289
shares
|
$1.16 Million
0.1% of portfolio
|
Q1 2025
Added 1713.06%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,870
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Added 7.8%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
35,973
shares
|
$1.06 Million
0.17% of portfolio
|
Q1 2025
Added 21.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
34,487
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 30.39%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
34,273
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
33,892
shares
|
$1 Million
0.15% of portfolio
|
Q3 2022
Added 22.26%
|