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 $108 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
35,467
shares
|
$1.07 Million
0.68% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
35,416
shares
|
$1.07 Million
0.39% of portfolio
|
Q2 2024
Added 0.67%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
34,273
shares
|
$1.03 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
33,892
shares
|
$1.02 Million
0.15% of portfolio
|
Q3 2022
Added 22.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
32,586
shares
|
$983,119
0.0% of portfolio
|
Q3 2024
Added 8.65%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
30,640
shares
|
$924,408
0.02% of portfolio
|
Q4 2023
Reduced 25.85%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 12, 2024 Q3 2024 |
29,719
shares
|
$896,622
0.22% of portfolio
|
Q3 2024
Added 33.85%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
26,393
shares
|
$796,276
0.07% of portfolio
|
Q3 2024
Added 40.7%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
25,903
shares
|
$781,493
0.32% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
25,803
shares
|
$778,476
0.0% of portfolio
|
Q3 2024
Added 50.87%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
25,137
shares
|
$758,383
0.32% of portfolio
|
Q3 2024
Added 17.9%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
25,114
shares
|
$757,689
0.09% of portfolio
|
Q3 2024
Reduced 6.88%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
24,805
shares
|
$748,366
0.04% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
24,775
shares
|
$747,461
0.01% of portfolio
|
Q3 2024
Added 109.21%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,459
shares
|
$707,758
0.0% of portfolio
|
Q3 2024
Added 28.0%
|
|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
21,200
shares
|
$639,604
0.29% of portfolio
|
Q3 2024
Reduced 14.26%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
19,818
shares
|
$597,909
0.05% of portfolio
|
Q3 2024
Reduced 11.1%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
19,776
shares
|
$596,641
0.12% of portfolio
|
Q3 2024
Reduced 17.73%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
19,009
shares
|
$573,501
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
18,462
shares
|
$556,998
0.11% of portfolio
|
Q3 2024
Added 58.11%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
17,728
shares
|
$534,853
0.02% of portfolio
|
Q2 2024
Reduced 4.8%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
17,500
shares
|
$527,975
0.19% of portfolio
|
Q3 2023
Added 3400.0%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
17,197
shares
|
$518,833
0.06% of portfolio
|
Q3 2024
Added 34.14%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
15,240
shares
|
$459,790
0.0% of portfolio
|
Q3 2024
Added 94.39%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
15,130
shares
|
$456,472
0.02% of portfolio
|
Q2 2024
Added 12.06%
|