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 |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
12,841
shares
|
$402,436
0.0% of portfolio
|
Q2 2025
Added 69.99%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
12,711
shares
|
$398,362
0.12% of portfolio
|
Q1 2024
Reduced 7.02%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
11,895
shares
|
$372,789
0.28% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
11,200
shares
|
$351,008
0.22% of portfolio
|
Q2 2025
Added 15.46%
|
|
|
Miller Financial Services LLC
Marshall, MI |
May 05, 2025 Q1 2025 |
11,024
shares
|
$345,492
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
10,822
shares
|
$339,161
0.03% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
10,677
shares
|
$334,617
0.26% of portfolio
|
Q2 2025
Reduced 6.86%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
10,408
shares
|
$326,186
0.01% of portfolio
|
Q1 2025
Reduced 16.9%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
10,358
shares
|
$324,619
0.01% of portfolio
|
Q2 2025
Reduced 5.54%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
10,310
shares
|
$323,115
0.01% of portfolio
|
Q3 2025
Added 12.78%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
10,057
shares
|
$315,186
0.11% of portfolio
|
Q2 2025
Reduced 11.32%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
9,147
shares
|
$286,666
0.13% of portfolio
|
Q3 2025
Added 54.72%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
7,749
shares
|
$242,853
0.01% of portfolio
|
Q1 2025
Reduced 22.45%
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
7,624
shares
|
$238,936
0.08% of portfolio
|
Q3 2025
Reduced 86.7%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
7,610
shares
|
$238,497
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
7,290
shares
|
$228,468
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
7,134
shares
|
$223,579
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
7,040
shares
|
$220,633
0.0% of portfolio
|
Q3 2025
Reduced 6.63%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
7,023
shares
|
$220,100
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
6,535
shares
|
$204,806
0.0% of portfolio
|
Q1 2025
Reduced 98.67%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
6,200
shares
|
$194,308
0.01% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,671
shares
|
$146,389
0.0% of portfolio
|
Q3 2021
Reduced 29.14%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,975
shares
|
$124,576
0.0% of portfolio
|
Q2 2024
Reduced 3.05%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
2,698
shares
|
$84,555
0.0% of portfolio
|
Q2 2025
Added 16.24%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Aug 07, 2025 Q2 2025 |
1,896
shares
|
$59,420
0.05% of portfolio
|
Q4 2024
New holding
|