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 $106 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
14,990
shares
|
$442,804
0.0% of portfolio
|
Q3 2024
Added 8.25%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
13,366
shares
|
$394,831
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,106
shares
|
$387,151
0.0% of portfolio
|
Q3 2024
Reduced 61.84%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
12,711
shares
|
$375,482
0.13% of portfolio
|
Q1 2024
Reduced 7.02%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
12,524
shares
|
$369,958
0.01% of portfolio
|
Q2 2023
Added 0.63%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
12,409
shares
|
$366,561
0.36% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
11,393
shares
|
$336,549
0.01% of portfolio
|
Q3 2024
Added 28.79%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
11,370
shares
|
$335,869
0.04% of portfolio
|
Q3 2024
Reduced 11.45%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
11,348
shares
|
$335,219
0.14% of portfolio
|
Q3 2024
Reduced 33.39%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
10,292
shares
|
$304,025
0.0% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
9,699
shares
|
$286,508
0.01% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
9,543
shares
|
$281,900
0.12% of portfolio
|
Q2 2024
Reduced 3.78%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
9,076
shares
|
$268,105
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
8,717
shares
|
$257,500
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
8,371
shares
|
$247,279
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
7,610
shares
|
$224,799
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
6,975
shares
|
$206,041
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
6,353
shares
|
$187,667
0.01% of portfolio
|
Q3 2024
Added 28.55%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
5,517
shares
|
$162,972
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,671
shares
|
$137,981
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
|
$117,421
0.0% of portfolio
|
Q2 2024
Reduced 3.05%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
3,703
shares
|
$109,386
0.0% of portfolio
|
Q2 2024
Reduced 24.74%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
2,167
shares
|
$64,013
0.01% of portfolio
|
Q3 2024
Reduced 94.26%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
1,851
shares
|
$54,678
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,797
shares
|
$53,083
0.0% of portfolio
|
Q3 2024
Reduced 71.46%
|