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 96 institutions that hold shares in the stock, with a total of 5.05 Million shares, which have been reported (via 13F filing form) to have a value of $148 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
O Donnell Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
646,392
shares
|
$18.9 Million
8.66% of portfolio
|
Q4 2024
Added 1043.51%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
603,509
shares
|
$17.6 Million
0.02% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
492,685
shares
|
$14.4 Million
0.08% of portfolio
|
Q4 2024
Added 156.55%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
356,421
shares
|
$10.4 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
312,011
shares
|
$9.12 Million
0.27% of portfolio
|
Q4 2024
Reduced 96.6%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
284,978
shares
|
$8.33 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
195,835
shares
|
$5.72 Million
3.2% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
123,160
shares
|
$3.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
97,382
shares
|
$2.85 Million
0.43% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
93,779
shares
|
$2.74 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
92,867
shares
|
$2.71 Million
0.02% of portfolio
|
Q4 2024
Added 14.76%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
76,166
shares
|
$2.23 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
74,912
shares
|
$2.19 Million
0.18% of portfolio
|
Q4 2024
Reduced 11.45%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
73,482
shares
|
$2.15 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
70,108
shares
|
$2.05 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
67,488
shares
|
$1.97 Million
0.51% of portfolio
|
Q4 2023
Added 9.31%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
59,611
shares
|
$1.74 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
54,569
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
54,410
shares
|
$1.59 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.72%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
52,410
shares
|
$1.53 Million
0.12% of portfolio
|
Q4 2024
Reduced 17.67%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
51,234
shares
|
$1.5 Million
0.32% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
46,859
shares
|
$1.37 Million
0.66% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Feb 04, 2025 Q4 2024 |
44,123
shares
|
$1.29 Million
1.1% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
43,246
shares
|
$1.26 Million
0.02% of portfolio
|
Q4 2024
Added 74.55%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
42,399
shares
|
$1.24 Million
0.8% of portfolio
|
Q4 2024
Reduced 2.22%
|