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 93 institutions that hold shares in the stock, with a total of 3.73 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 |
|---|---|---|---|---|---|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
34,273
shares
|
$965,470
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
33,892
shares
|
$954,737
0.15% of portfolio
|
Q3 2022
Added 22.26%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
33,789
shares
|
$951,836
0.0% of portfolio
|
Q1 2025
Reduced 39.98%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
May 13, 2025 Q1 2025 |
32,747
shares
|
$922,482
0.56% of portfolio
|
Q4 2024
Reduced 7.67%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
32,596
shares
|
$918,229
0.01% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
32,416
shares
|
$913,158
0.34% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
31,785
shares
|
$895,383
0.34% of portfolio
|
Q1 2025
Reduced 61.3%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
30,640
shares
|
$863,128
0.02% of portfolio
|
Q4 2023
Reduced 25.85%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
30,237
shares
|
$851,776
0.0% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
26,393
shares
|
$743,490
0.06% of portfolio
|
Q3 2024
Added 40.7%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
25,869
shares
|
$728,729
0.33% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
25,430
shares
|
$716,363
0.09% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
25,076
shares
|
$706,390
0.0% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
24,032
shares
|
$676,981
0.31% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,459
shares
|
$660,840
0.0% of portfolio
|
Q3 2024
Added 28.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
22,168
shares
|
$624,472
0.02% of portfolio
|
Q1 2025
Added 46.52%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
21,309
shares
|
$600,274
0.02% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
18,838
shares
|
$530,666
0.05% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
18,462
shares
|
$520,074
0.11% of portfolio
|
Q3 2024
Added 58.11%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
17,395
shares
|
$490,017
0.1% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
17,182
shares
|
$484,016
0.01% of portfolio
|
Q1 2025
Reduced 36.87%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
16,778
shares
|
$472,636
0.02% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
16,723
shares
|
$471,086
0.0% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
15,243
shares
|
$429,395
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
15,047
shares
|
$423,873
0.05% of portfolio
|
Q1 2025
Reduced 12.5%
|