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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
14,547
shares
|
$409,788
0.0% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
13,210
shares
|
$372,125
0.0% of portfolio
|
Q1 2025
Reduced 45.41%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
12,965
shares
|
$365,224
0.29% of portfolio
|
Q1 2025
Added 135.0%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
12,711
shares
|
$358,068
0.12% of portfolio
|
Q1 2024
Reduced 7.02%
|
|
|
Crown Wealth Group, LLC
|
Apr 25, 2025 Q1 2025 |
12,315
shares
|
$346,913
0.19% of portfolio
|
Q1 2025
Reduced 41.91%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
12,213
shares
|
$344,040
0.27% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
11,463
shares
|
$322,912
0.31% of portfolio
|
Q4 2024
Reduced 12.64%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
11,341
shares
|
$319,475
0.13% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Miller Financial Services LLC
Marshall, MI |
May 05, 2025 Q1 2025 |
11,024
shares
|
$310,546
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
10,965
shares
|
$308,884
0.01% of portfolio
|
Q1 2025
Added 15.8%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
10,622
shares
|
$299,221
0.03% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
10,408
shares
|
$293,193
0.01% of portfolio
|
Q1 2025
Reduced 16.9%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
10,012
shares
|
$282,038
0.01% of portfolio
|
Q1 2025
Reduced 31.43%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
9,700
shares
|
$273,249
0.22% of portfolio
|
Q1 2025
Reduced 8.49%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
9,534
shares
|
$268,572
0.01% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
7,749
shares
|
$218,289
0.0% of portfolio
|
Q1 2025
Reduced 22.45%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
7,610
shares
|
$214,373
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
7,554
shares
|
$212,796
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
7,540
shares
|
$212,401
0.0% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
7,365
shares
|
$207,472
0.05% of portfolio
|
Q1 2025
Reduced 17.02%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
6,535
shares
|
$184,090
0.0% of portfolio
|
Q1 2025
Reduced 98.67%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
6,200
shares
|
$174,654
0.01% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,671
shares
|
$131,582
0.0% of portfolio
|
Q3 2021
Reduced 29.14%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
4,367
shares
|
$123,018
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,975
shares
|
$111,975
0.0% of portfolio
|
Q2 2024
Reduced 3.05%
|