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 88 institutions that hold shares in the stock, with a total of 2.99 Million shares, which have been reported (via 13F filing form) to have a value of $88.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
346,488
shares
|
$10.2 Million
0.01% of portfolio
|
Q2 2025
Added 29.45%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
216,716
shares
|
$6.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 52.15%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
154,931
shares
|
$4.58 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
151,735
shares
|
$4.48 Million
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
107,774
shares
|
$3.18 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
94,739
shares
|
$2.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
94,141
shares
|
$2.78 Million
0.01% of portfolio
|
Q2 2025
Reduced 17.31%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
88,728
shares
|
$2.62 Million
0.01% of portfolio
|
Q2 2025
Added 18.67%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
72,831
shares
|
$2.15 Million
0.17% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
71,177
shares
|
$2.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
69,298
shares
|
$2.05 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Jul 30, 2025 Q2 2025 |
67,607
shares
|
$2 Million
1.8% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
59,807
shares
|
$1.77 Million
0.0% of portfolio
|
Q2 2025
Added 77.0%
|
|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
57,344
shares
|
$1.69 Million
0.65% of portfolio
|
Q2 2025
Added 365.64%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
55,299
shares
|
$1.63 Million
0.43% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
50,154
shares
|
$1.48 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
O Donnell Financial Services, LLC
|
Jul 29, 2025 Q2 2025 |
49,186
shares
|
$1.45 Million
0.63% of portfolio
|
Q2 2025
Reduced 5.12%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
48,870
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.3%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
47,030
shares
|
$1.39 Million
0.11% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Compass Advisory Group LLC
|
Jul 28, 2025 Q2 2025 |
46,084
shares
|
$1.36 Million
0.57% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 01, 2025 Q2 2025 |
43,324
shares
|
$1.28 Million
1.04% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
42,256
shares
|
$1.25 Million
0.64% of portfolio
|
Q2 2025
Added 29.04%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
41,891
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Added 38.54%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
39,289
shares
|
$1.16 Million
0.1% of portfolio
|
Q1 2025
Added 1713.06%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
39,127
shares
|
$1.16 Million
0.2% of portfolio
|
Q2 2025
Added 8.77%
|