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 83 institutions that hold shares in the stock, with a total of 3.58 Million shares, which have been reported (via 13F filing form) to have a value of $105 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
600,705
shares
|
$17.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
297,318
shares
|
$8.78 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
192,041
shares
|
$5.67 Million
0.03% of portfolio
|
Q3 2024
Added 2167.58%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
190,144
shares
|
$5.62 Million
3.03% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 24, 2024 Q3 2024 |
165,078
shares
|
$4.88 Million
3.24% of portfolio
|
Q3 2024
Added 93.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
124,358
shares
|
$3.67 Million
0.01% of portfolio
|
Q3 2024
Added 12.73%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
98,370
shares
|
$2.91 Million
0.45% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
95,072
shares
|
$2.81 Million
0.01% of portfolio
|
Q3 2024
Added 27.73%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
84,594
shares
|
$2.5 Million
0.21% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
80,923
shares
|
$2.39 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
79,210
shares
|
$2.34 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
75,161
shares
|
$2.22 Million
0.01% of portfolio
|
Q3 2024
Added 75.61%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
70,884
shares
|
$2.09 Million
0.05% of portfolio
|
Q3 2024
Added 13.09%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
67,488
shares
|
$1.99 Million
0.5% of portfolio
|
Q4 2023
Added 9.31%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
63,660
shares
|
$1.88 Million
0.15% of portfolio
|
Q2 2024
Reduced 6.89%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
61,632
shares
|
$1.82 Million
0.01% of portfolio
|
Q3 2024
Added 94.36%
|
|
|
O Donnell Financial Services, LLC
|
Oct 22, 2024 Q3 2024 |
56,527
shares
|
$1.67 Million
0.78% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
54,569
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
51,234
shares
|
$1.51 Million
0.32% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 01, 2024 Q3 2024 |
47,359
shares
|
$1.4 Million
1.04% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Compass Advisory Group LLC
|
Oct 23, 2024 Q3 2024 |
46,019
shares
|
$1.36 Million
0.75% of portfolio
|
Q3 2024
Added 31.9%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
43,361
shares
|
$1.28 Million
0.86% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
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%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
35,630
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
35,610
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2024
Reduced 32.66%
|