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 86 institutions that hold shares in the stock, with a total of 4.66 Million shares, which have been reported (via 13F filing form) to have a value of $140 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
O Donnell Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
646,392
shares
|
$19.5 Million
8.66% of portfolio
|
Q4 2024
Added 1043.51%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
600,705
shares
|
$18.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
492,685
shares
|
$14.9 Million
0.08% of portfolio
|
Q4 2024
Added 156.55%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
356,421
shares
|
$10.8 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
297,318
shares
|
$8.97 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
195,835
shares
|
$5.91 Million
3.2% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
124,358
shares
|
$3.75 Million
0.01% of portfolio
|
Q3 2024
Added 12.73%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
97,382
shares
|
$2.94 Million
0.43% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
95,072
shares
|
$2.87 Million
0.01% of portfolio
|
Q3 2024
Added 27.73%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
84,594
shares
|
$2.55 Million
0.21% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
80,923
shares
|
$2.44 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
76,166
shares
|
$2.3 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
75,161
shares
|
$2.27 Million
0.01% of portfolio
|
Q3 2024
Added 75.61%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
70,108
shares
|
$2.12 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
67,488
shares
|
$2.04 Million
0.5% of portfolio
|
Q4 2023
Added 9.31%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
61,632
shares
|
$1.86 Million
0.01% of portfolio
|
Q3 2024
Added 94.36%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
54,569
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
52,410
shares
|
$1.58 Million
0.12% of portfolio
|
Q4 2024
Reduced 17.67%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
51,234
shares
|
$1.55 Million
0.32% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
46,859
shares
|
$1.41 Million
0.66% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Feb 04, 2025 Q4 2024 |
44,123
shares
|
$1.33 Million
1.1% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
43,361
shares
|
$1.31 Million
0.86% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
43,246
shares
|
$1.31 Million
0.02% of portfolio
|
Q4 2024
Added 74.55%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,870
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Added 7.8%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
35,630
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.86%
|