Inov US SML Cap P Bu ETF - FKFEBETF

13F holders, Q1 2026 (March 31)
53holders +22
25new positions
3sold out
$28.11avg. 13F price*

At the end of Q1 2026, 53 institutions reported holding Inov US SML Cap P Bu ETF - F (KFEB) in their 13F filings, up 22 from Q4 2025. 25 opened new positions and 3 sold out. The largest holders were Personal Cfo Solutions, LLC ($8.5M), Raymond James Financial Inc. ($5.4M) and Commonwealth Equity Services, LLC ($2.0M).

Company
Inov US SML Cap P Bu ETF - F
Filed as
INNOVATOR ETFS TRUST (Q1 2026)
CUSIP
45784N783
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2025: 21Q1 2025Q2 2025: 30Q2 2025Q3 2025: 32Q3 2025Q4 2025: 31Q4 2025Q1 2026: 53Q1 2026Q2 2026: 44Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions25$15.2M
Exits3$244K

All 13F filers, Q4 2025 → Q1 2026: 987,209 shares bought and 23,108 shares sold, net +964,101 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 53 holders

Personal Cfo Solutions, LLC 1.19% New 301,625 $8.5M
Raymond James Financial Inc. 0.00% Add +2289.2% 190,917 $5.4M
Commonwealth Equity Services, LLC 0.00% Add +120.5% 72,539 $2.0M
Harbour Investments, Inc. 0.03% Add +5096.6% 67,296 $1.9M
Kestra Advisory Services, LLC 0.01% Add +576.0% 51,717 $1.5M
Cresset Asset Management, LLC 0.01% New 40,821 $1.1M
Cetera Investment Advisers 0.00% Add +95.8% 34,382 $966K
LPL Financial LLC 0.00% Add +97.3% 34,196 $960K
Truist Financial Corp. 0.00% Add +185.6% 33,694 $946K
Osaic Holdings, Inc. 0.00% Add +158.9% 29,366 $825K
Cornerstone Wealth, LLC 0.43% — 25,848 $766K
Faithward Advisors, LLC 0.08% Add +48.2% 20,848 $586K
Focus Partners Wealth 0.00% New 20,370 $572K
JT Stratford LLC 0.07% New 20,265 $569K
Diligent Investors, LLC 0.14% New 20,000 $562K
Susquehanna International Group, LLP 0.00% Add +55.2% 19,856 $558K
Belpointe Asset Management LLC 0.02% New 18,269 $513K
Cambridge Investment Research Advisors, Inc. 0.00% Add +21.8% 16,033 $450K
Keating Financial Advisory Services, Inc. 0.06% Add +103.3% 13,004 $365K
CoreCap Advisors, LLC 0.01% New 12,074 $339K
Main Street Financial Solutions, LLC 0.02% New 10,655 $299K
Phoenix Financial Ltd. 0.00% Reduce -3.9% 10,750 $298K
Heck Capital Advisors, LLC 0.02% New 10,350 $291K
Beacon Pointe Advisors, LLC 0.00% New 10,291 $289K
Dana Investment Advisors, Inc. 0.01% New 10,190 $286K
Jane Street Group, LLC 0.00% Reduce -8.3% 10,065 $283K
FSA Advisors, Inc. 0.18% New 9,866 $277K
Apriem Advisors 0.03% No change 9,500 $267K
Cerity Partners LLC 0.00% New 9,223 $259K
Private Advisor Group, LLC 0.00% New 8,790 $247K
Berger Financial Group, Inc 0.01% New 8,666 $243K
Wealth Alliance, LLC 0.02% No change 8,084 $227K
PFS Partners, LLC 0.10% Add +579.9% 7,941 $223K
Weaver Consulting Group 0.05% Reduce -0.4% 7,926 $223K
Marshall Financial Group, LLC 0.03% No change 7,636 $214K
Stonebridge Financial Group, LLC 0.02% New 7,619 $214K
Crux Wealth Advisors 0.08% New 7,135 $200K
DHJJ Financial Advisors, Ltd. 0.07% Add +177.6% 7,079 $199K
Capital Analysts, LLC 0.00% New 5,210 $146K
Ashton Thomas Private Wealth, LLC 0.00% New 5,097 $143K
AE Wealth Management LLC 0.00% Add +590.5% 5,068 $142K
TopTier Wealth Management, LLC 0.06% New 3,214 $90K
IFP Advisors, Inc 0.00% Reduce -80.1% 3,177 $89K
Annis Gardner Whiting Capital Advisors, LLC 0.01% No change 2,000 $56K
Allworth Financial LP 0.00% No change 1,630 $46K
Noble Wealth Management PBC 0.02% No change 1,200 $34K
Sunbelt Securities, Inc. 0.00% New 803 $23K
Lanark Financial, Inc. 0.00% No change 800 $22K
Atlantic Private Wealth, LLC 0.01% New 607 $17K
Red Reef Advisors LLC 0.02% New 518 $15K
Capital Investment Advisory Services, LLC 0.00% New 272 $8K
Woodard & Co. Asset Management Group Inc. 0.00% No change 200 $6K
Advisory Services Network, LLC 0.00% New 81 $2K

"% of holder's portfolio" is KFEB's weight in each manager's 13F, not the share of Inov US SML Cap P Bu ETF - F the manager owns.