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 3.54 Million shares, which have been reported (via 13F filing form) to have a value of $104 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
452,868
shares
|
$13.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 24.96%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
364,596
shares
|
$10.7 Million
1.57% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
267,661
shares
|
$7.87 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
189,823
shares
|
$5.58 Million
2.89% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
151,735
shares
|
$4.46 Million
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
113,851
shares
|
$3.35 Million
0.01% of portfolio
|
Q4 2024
Added 7.04%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
102,343
shares
|
$3.01 Million
0.01% of portfolio
|
Q1 2025
Added 9.13%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
98,915
shares
|
$2.91 Million
0.42% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
74,766
shares
|
$2.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 19.49%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
72,161
shares
|
$2.12 Million
0.17% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
71,887
shares
|
$2.11 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
70,108
shares
|
$2.06 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
59,807
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2025
Added 77.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
57,696
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
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
|
Apr 10, 2025 Q1 2025 |
55,912
shares
|
$1.64 Million
0.43% of portfolio
|
Q1 2025
Reduced 17.15%
|
|
|
O Donnell Financial Services, LLC
|
May 05, 2025 Q1 2025 |
51,838
shares
|
$1.53 Million
0.72% of portfolio
|
Q1 2025
Reduced 91.98%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
50,769
shares
|
$1.49 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
49,542
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.95%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
47,030
shares
|
$1.38 Million
0.11% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Compass Advisory Group LLC
|
May 13, 2025 Q1 2025 |
46,084
shares
|
$1.36 Million
0.61% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
May 01, 2025 Q1 2025 |
43,811
shares
|
$1.29 Million
1.11% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
42,800
shares
|
$1.26 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
39,289
shares
|
$1.16 Million
0.11% of portfolio
|
Q1 2025
Added 1713.06%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,870
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Added 7.8%
|