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 90 institutions that hold shares in the stock, with a total of 2.87 Million shares, which have been reported (via 13F filing form) to have a value of $90 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
34,487
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 30.39%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
33,892
shares
|
$1.06 Million
0.15% of portfolio
|
Q3 2022
Added 22.26%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
32,416
shares
|
$1.02 Million
0.34% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
30,640
shares
|
$960,257
0.02% of portfolio
|
Q4 2023
Reduced 25.85%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
28,602
shares
|
$896,386
0.0% of portfolio
|
Q2 2025
Reduced 12.25%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
27,069
shares
|
$848,342
0.02% of portfolio
|
Q2 2025
Added 27.03%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
26,393
shares
|
$827,156
0.06% of portfolio
|
Q3 2024
Added 40.7%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
25,836
shares
|
$809,700
0.31% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
25,615
shares
|
$802,774
0.31% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
25,472
shares
|
$798,292
0.06% of portfolio
|
Q3 2025
Added 26.11%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
24,954
shares
|
$782,058
0.0% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
24,179
shares
|
$757,769
0.21% of portfolio
|
Q2 2025
Reduced 23.93%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,459
shares
|
$735,205
0.0% of portfolio
|
Q3 2024
Added 28.0%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
22,951
shares
|
$719,284
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
22,369
shares
|
$701,044
0.07% of portfolio
|
Q2 2025
Reduced 12.04%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
21,584
shares
|
$676,442
0.02% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
18,462
shares
|
$578,599
0.11% of portfolio
|
Q3 2024
Added 58.11%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
18,333
shares
|
$574,556
0.05% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
16,778
shares
|
$525,822
0.02% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
16,494
shares
|
$516,921
0.08% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
15,891
shares
|
$498,023
0.01% of portfolio
|
Q2 2025
Reduced 7.51%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
15,455
shares
|
$484,359
0.0% of portfolio
|
Q2 2025
Reduced 7.58%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
15,047
shares
|
$471,572
0.05% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
14,384
shares
|
$450,794
0.0% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
14,238
shares
|
$446,218
0.11% of portfolio
|
Q3 2025
Added 91.37%
|