Innovator U.S. Small Cap PowKJANETF
13F holders, Q1 2024 (March 31)122holders
1famous investor
$35.32avg. 13F price*
At the end of Q1 2024, 122 institutions reported holding Innovator U.S. Small Cap Pow (KJAN) in their 13F filings. The largest holders were Berkshire Money Management, Inc. ($59.6M), Compass Advisory Group LLC ($19.4M) and PFS Partners, LLC ($18.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Innovator U.S. Small Cap Pow
- CUSIP
- 45782C474
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $62.6M |
| Exits | 4 | $5.5M |
Ownership 122 holders
| Berkshire Money Management, Inc. | 7.19% | Add +252.1% | 1,684,573 | $59.6M |
| Compass Advisory Group LLC | 8.57% | Add +7.2% | 548,065 | $19.4M |
| PFS Partners, LLC | 12.46% | Add +96.2% | 520,282 | $18.4M |
| Legacy CG, LLC | 5.91% | New | 460,368 | $16.3M |
| ODonnell Financial Services, LLC | 7.03% | Add +9.6% | 433,926 | $15.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +252.7% | 389,950 | $13.8M |
| Stephens Inc. | 0.21% | Add +6286.9% | 385,133 | $13.6M |
| Cetera Investment Advisers | 0.03% | Add +3070.3% | 377,583 | $13.4M |
| Long Island Wealth Management, Inc. | 8.52% | Add +10.4% | 340,972 | $12.1M |
| MBL Wealth, LLC | 1.33% | Add +23.6% | 331,203 | $11.7M |
| Personal Cfo Solutions, LLC | 1.68% | New | 303,415 | $10.7M |
| Gradient Investments LLC | 0.23% | Add +31713.9% | 276,145 | $9.8M |
| Principal Securities, Inc. | 0.16% | Add +8214.9% | 142,435 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Add +45.4% | 124,256 | $4.4M |
| Kestra Advisory Services, LLC | 0.03% | Add +113.5% | 113,675 | $4.0M |
| SMI Advisory Services, LLC | 1.08% | Reduce -81.6% | 109,616 | $3.8M |
| AdvisorNet Financial, Inc | 0.36% | Reduce -0.1% | 106,061 | $3.8M |
| Brookstone Capital Management | 0.06% | Add +146.5% | 101,060 | $3.6M |
| Avalon Capital Management | 1.39% | New | 96,068 | $3.4M |
| Mgo One Seven LLC | 0.15% | New | 83,619 | $3.0M |
| IFP Advisors, Inc | 0.12% | Add +13.0% | 79,522 | $2.8M |
| RFG Advisory, LLC | 0.09% | New | 77,308 | $2.7M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 71,936 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +307.5% | 69,953 | $2.5M |
| Sunbelt Securities, Inc. | 0.27% | Add +24.2% | 69,050 | $2.4M |
| Marcum Wealth, LLC | 0.21% | New | 58,535 | $2.1M |
| Lincoln National Corp. | 0.03% | Add +183.2% | 54,813 | $1.9M |
| Corrado Advisors, LLC | 1.23% | Add +31.4% | 52,705 | $1.9M |
| Pallas Capital Advisors LLC | 0.08% | New | 51,145 | $1.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +125.8% | 50,709 | $1.8M |
| Independent Financial Group, LLC | 0.08% | Add +20.3% | 48,382 | $1.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | Reduce -12.3% | 46,087 | $1.6M |
| Blair William & Co. | 0.01% | New | 44,553 | $1.6M |
| Truist Financial Corp. | 0.00% | Add +146.9% | 42,581 | $1.5M |
| Cary Street Partners Investment Advisory LLC | 0.06% | New | 41,199 | $1.5M |
| DHJJ Financial Advisors, Ltd. | 0.64% | Add +3.1% | 40,906 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +37.6% | 38,446 | $1.4M |
| Raymond James & Associates | 0.00% | New | 34,906 | $1.2M |
| Catalina Capital Group, LLC | 0.52% | New | 34,406 | $1.2M |
| LPL Financial LLC | 0.00% | Add +11.1% | 32,989 | $1.2M |
| Weaver Consulting Group | 0.43% | New | 32,657 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.3% | 32,504 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +2.8% | 31,394 | $1.1M |
| FSA Advisors, Inc. | 1.16% | Add +130.5% | 30,484 | $1.1M |
| JT Stratford LLC | 0.21% | New | 30,314 | $1.1M |
| Private Client Services, LLC | 0.65% | New | 27,401 | $969K |
| Capital Analysts, LLC | 0.04% | Add +2.7% | 26,732 | $946K |
| Wealth Alliance, LLC | 0.12% | Add +38.5% | 26,662 | $943K |
| Global Trust Asset Management, LLC | 0.38% | New | 26,500 | $937K |
| Secured Retirement Advisors, LLC | 0.64% | New | 21,465 | $759K |
| Trek Financial, LLC | 0.06% | Reduce -22.9% | 21,424 | $758K |
| SageView Advisory Group, LLC | 0.04% | Add +58.0% | 25,679 | $721K |
| Maltin Wealth Management, Inc. | 0.41% | New | 20,359 | $720K |
| Strategic Blueprint, LLC | 0.05% | Add +116.6% | 19,477 | $689K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.6% | 19,286 | $682K |
| Arete Wealth Advisors, LLC | 0.06% | Add +130.0% | 19,243 | $681K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Reduce -0.5% | 19,239 | $680K |
| NewEdge Advisors, LLC | 0.01% | New | 17,098 | $605K |
| Advisory Services Network, LLC | 0.01% | New | 17,096 | $605K |
| Jane Street Group, LLC | 0.00% | New | 17,007 | $602K |
| Vima LLC | 0.69% | New | 19,427 | $597K |
| LYNX Capital Group Ltd. | 0.38% | No change | 15,899 | $562K |
| Faithward Advisors, LLC | 0.10% | Add +45.2% | 15,523 | $549K |
| MML Investors Services, LLC | 0.00% | Add +12.6% | 15,459 | $547K |
| CoreCap Advisors, LLC | 0.03% | Add +53.8% | 14,997 | $530K |
| Bank of Montreal | 0.00% | Add +49.3% | 14,850 | $526K |
| Clear Point Advisors Inc. | 0.42% | Add +56.5% | 14,349 | $508K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -41.0% | 13,685 | $484K |
| Sigma Planning Corp | 0.02% | New | 13,619 | $482K |
| Cedar Brook Financial Partners, LLC | 0.09% | New | 13,301 | $470K |
| Acas, LLC | 0.45% | Add +7.2% | 13,098 | $463K |
| Sugarloaf Wealth Management, LLC | 0.10% | Add +133.4% | 13,011 | $460K |
| WorthPointe, LLC | 0.23% | New | 12,940 | $458K |
| Castle Wealth Management LLC | 0.23% | Add +96.2% | 12,656 | $448K |
| GTS Securities LLC | 0.01% | New | 11,842 | $419K |
| First Commonwealth Financial Corp | 0.11% | New | 11,666 | $413K |
| Belpointe Asset Management LLC | 0.03% | New | 11,422 | $404K |
| Apollon Wealth Management, LLC | 0.01% | No change | 11,000 | $389K |
| Visionary Wealth Advisors | 0.03% | New | 10,822 | $383K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -5.2% | 10,576 | $374K |
| Tradition Wealth Management, LLC | 0.04% | New | 10,526 | $372K |
| First Heartland Consultants, Inc. | 0.04% | New | 10,510 | $372K |
| BCGM Wealth Management, LLC | 0.13% | Add +7.7% | 10,351 | $366K |
| Diligent Investors, LLC | 0.09% | Add +25.2% | 9,947 | $352K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 9,895 | $350K |
| Cypress Wealth Services, LLC | 0.08% | No change | 9,793 | $346K |
| Beacon Financial Advisory LLC | 0.17% | New | 9,695 | $343K |
| Captrust Financial Advisors | 0.00% | Add +1.1% | 9,160 | $324K |
| AE Wealth Management LLC | 0.00% | Reduce -74.1% | 9,157 | $324K |
| Arkadios Wealth Advisors | 0.03% | New | 9,140 | $323K |
| Creative Financial Designs Inc. | 0.03% | New | 8,850 | $313K |
| InterOcean Capital Group, LLC | 0.01% | Add +41.8% | 8,746 | $309K |
| Valtinson Bruner Financial Planning LLC | 0.13% | Reduce -13.0% | 8,654 | $306K |
| TFB Advisors LLC | 0.11% | Reduce -21.5% | 8,760 | $300K |
| Main Street Financial Solutions, LLC | 0.03% | No change | 7,480 | $265K |
| Stratos Wealth Advisors, LLC | 0.02% | New | 7,469 | $264K |
| Summit Wealth Partners, LLC | 0.06% | Reduce -3.1% | 7,373 | $261K |
| Global Strategic Investment Solutions, LLC | 0.03% | New | 7,336 | $259K |
| BCS Wealth Management | 0.08% | New | 7,317 | $259K |
| Citadel Advisors | 0.00% | Reduce -49.9% | 7,321 | $259K |
"% of holder's portfolio" is KJAN's weight in each manager's 13F, not the share of Innovator U.S. Small Cap Pow the manager owns.