Innovator U.S. Small Cap PowKJANETF
13F holders, Q2 2024 (June 30)124holders +2
11new positions
10sold out
1famous investor
$34.96avg. 13F price*
At the end of Q2 2024, 124 institutions reported holding Innovator U.S. Small Cap Pow (KJAN) in their 13F filings, up 2 from Q1 2024. 11 opened new positions and 10 sold out. The largest holders were Berkshire Money Management, Inc. ($61.0M), Compass Advisory Group LLC ($19.2M) 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $2.4M |
| Exits | 10 | $15.6M |
All 13F filers, Q1 2024 → Q2 2024: 721,379 shares bought and 1,082,756 shares sold, net −361,377 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 124 holders
| Berkshire Money Management, Inc. | 7.41% | Add +3.8% | 1,748,082 | $61.0M |
| Compass Advisory Group LLC | 8.53% | Add +0.3% | 549,955 | $19.2M |
| PFS Partners, LLC | 11.61% | Add +1.2% | 526,578 | $18.4M |
| ODonnell Financial Services, LLC | 6.69% | Reduce -0.5% | 431,584 | $15.1M |
| Cetera Investment Advisers | 0.03% | Add +3.6% | 391,152 | $13.7M |
| Stephens Inc. | 0.21% | Add +1.4% | 390,717 | $13.6M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -2.0% | 382,149 | $13.3M |
| MBL Wealth, LLC | 1.36% | Add +4.9% | 347,320 | $12.1M |
| Long Island Wealth Management, Inc. | 8.54% | Add +1.7% | 346,773 | $12.1M |
| Gradient Investments LLC | 0.22% | Add +3.8% | 286,688 | $10.0M |
| Osaic Holdings, Inc. | 0.02% | Add +49.6% | 185,870 | $6.5M |
| Cary Street Partners Investment Advisory LLC | 0.23% | Add +297.0% | 163,550 | $5.7M |
| Kestra Advisory Services, LLC | 0.03% | Add +29.3% | 147,006 | $5.1M |
| Principal Securities, Inc. | 0.14% | Reduce -0.3% | 141,970 | $5.0M |
| Allworth Financial LP | 0.03% | Add +2266.9% | 117,089 | $4.2M |
| AdvisorNet Financial, Inc | 0.33% | Reduce -0.8% | 105,259 | $3.7M |
| Brookstone Capital Management | 0.06% | Reduce -4.4% | 96,621 | $3.5M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +36.9% | 98,477 | $3.4M |
| Avalon Capital Management | 1.00% | Reduce -6.4% | 89,926 | $3.1M |
| Catalina Capital Group, LLC | 1.05% | Add +130.2% | 79,195 | $2.8M |
| HighTower Advisors, LLC | 0.00% | Add +103.2% | 78,126 | $2.7M |
| Mgo One Seven LLC | 0.12% | Reduce -14.1% | 71,839 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.1% | 70,043 | $2.4M |
| RFG Advisory, LLC | 0.08% | Reduce -9.6% | 69,875 | $2.4M |
| IFP Advisors, Inc | 0.09% | Reduce -13.9% | 68,432 | $2.4M |
| Sunbelt Securities, Inc. | 0.24% | Reduce -4.6% | 65,850 | $2.3M |
| SMI Advisory Services, LLC | 0.49% | Reduce -48.0% | 56,988 | $2.0M |
| Marcum Wealth, LLC | 0.20% | Reduce -2.9% | 56,853 | $2.0M |
| Pallas Capital Advisors LLC | 0.09% | Add +4.4% | 53,387 | $1.9M |
| Corrado Advisors, LLC | 1.16% | Reduce -2.5% | 51,377 | $1.8M |
| LPL Financial LLC | 0.00% | Add +55.5% | 51,290 | $1.8M |
| Independent Financial Group, LLC | 0.07% | No change | 48,382 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -9.3% | 45,999 | $1.6M |
| Blair William & Co. | 0.00% | No change | 44,553 | $1.6M |
| Truist Financial Corp. | 0.00% | Add +0.1% | 42,628 | $1.5M |
| DHJJ Financial Advisors, Ltd. | 0.59% | Reduce -1.9% | 40,136 | $1.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Reduce -16.4% | 38,538 | $1.3M |
| JT Stratford LLC | 0.23% | Add +15.9% | 35,140 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.8% | 33,100 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +69.1% | 32,607 | $1.1M |
| Weaver Consulting Group | 0.38% | Reduce -3.2% | 31,601 | $1.1M |
| FSA Advisors, Inc. | 1.11% | Reduce -0.1% | 30,454 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Add +173.9% | 28,966 | $1.0M |
| Maltin Wealth Management, Inc. | 0.54% | Add +42.0% | 28,900 | $1.0M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -10.2% | 28,192 | $984K |
| HBW Advisory Services LLC | 0.16% | New | 27,578 | $963K |
| Capital Analysts, LLC | 0.04% | No change | 26,732 | $933K |
| Wealth Alliance, LLC | 0.12% | No change | 26,662 | $931K |
| Global Trust Asset Management, LLC | 0.37% | No change | 26,500 | $925K |
| Trek Financial, LLC | 0.06% | Reduce -0.8% | 21,248 | $742K |
| Strategic Blueprint, LLC | 0.05% | Add +8.4% | 21,118 | $737K |
| Arete Wealth Advisors, LLC | 0.06% | No change | 19,243 | $670K |
| Advisory Services Network, LLC | 0.01% | Add +11.6% | 19,075 | $666K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -0.9% | 19,064 | $666K |
| Secured Retirement Advisors, LLC | 0.52% | Reduce -11.3% | 19,034 | $664K |
| MML Investors Services, LLC | 0.00% | Add +18.4% | 18,295 | $639K |
| Raymond James & Associates | 0.00% | Reduce -47.7% | 18,241 | $637K |
| Jane Street Group, LLC | 0.00% | Add +1.5% | 17,258 | $602K |
| Citadel Advisors | 0.00% | Add +132.6% | 17,025 | $594K |
| Faithward Advisors, LLC | 0.10% | Add +0.6% | 15,612 | $545K |
| NewEdge Advisors, LLC | 0.00% | Reduce -10.6% | 15,286 | $534K |
| LYNX Capital Group Ltd. | 0.36% | Reduce -4.9% | 15,121 | $528K |
| Clear Point Advisors Inc. | 0.41% | No change | 14,349 | $501K |
| Legacy CG, LLC | 0.17% | Reduce -96.9% | 14,317 | $500K |
| Bank of Montreal | 0.00% | Reduce -9.4% | 13,450 | $474K |
| SageView Advisory Group, LLC | 0.03% | Reduce -48.5% | 13,235 | $462K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -3.2% | 13,250 | $461K |
| Sugarloaf Wealth Management, LLC | 0.08% | No change | 13,011 | $454K |
| WorthPointe, LLC | 0.21% | Add +0.5% | 13,006 | $454K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 12,991 | $454K |
| Acas, LLC | 0.38% | Reduce -8.8% | 11,948 | $440K |
| Wolverine Trading, LLC | 0.01% | New | 11,993 | $419K |
| GTS Securities LLC | 0.01% | Add +1.1% | 11,975 | $418K |
| First Commonwealth Financial Corp | 0.10% | Reduce -0.8% | 11,575 | $404K |
| Belpointe Asset Management LLC | 0.03% | Reduce -1.1% | 11,292 | $394K |
| Apollon Wealth Management, LLC | 0.01% | No change | 11,000 | $384K |
| Beacon Financial Advisory LLC | 0.14% | Add +13.4% | 10,995 | $384K |
| Visionary Wealth Advisors | 0.02% | No change | 10,822 | $378K |
| Tradition Wealth Management, LLC | 0.04% | No change | 10,526 | $367K |
| First Heartland Consultants, Inc. | 0.04% | No change | 10,510 | $367K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +1.9% | 10,087 | $352K |
| Valtinson Bruner Financial Planning LLC | 0.14% | Add +16.5% | 10,085 | $352K |
| Diligent Investors, LLC | 0.09% | Reduce -1.3% | 9,815 | $343K |
| Arkadios Wealth Advisors | 0.02% | Add +7.3% | 9,809 | $342K |
| BCGM Wealth Management, LLC | 0.11% | Reduce -8.6% | 9,461 | $330K |
| Captrust Financial Advisors | 0.00% | No change | 9,160 | $320K |
| CoreCap Advisors, LLC | 0.03% | Reduce -39.8% | 9,034 | $315K |
| Vima LLC | 0.69% | Reduce -53.8% | 8,974 | $313K |
| AE Wealth Management LLC | 0.00% | Reduce -3.3% | 8,857 | $309K |
| Creative Financial Designs Inc. | 0.03% | No change | 8,850 | $309K |
| TFB Advisors LLC | 0.10% | No change | 8,760 | $306K |
| Focus Partners Wealth | 0.00% | New | 8,346 | $291K |
| Cypress Wealth Services, LLC | 0.06% | Reduce -16.4% | 8,189 | $286K |
| 1776 Wealth LLC | 0.12% | Add +19.8% | 7,608 | $266K |
| Main Street Financial Solutions, LLC | 0.02% | No change | 7,480 | $261K |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 7,469 | $261K |
| Sigma Planning Corp | 0.01% | Reduce -47.3% | 7,181 | $251K |
| Berger Financial Group, Inc | 0.02% | Add +2.4% | 7,176 | $251K |
| BCS Wealth Management | 0.12% | Reduce -4.2% | 7,007 | $245K |
| Wedbush Securities Inc. | 0.01% | Reduce -0.7% | 6,845 | $239K |
| Collaborative Wealth Managment Inc. | 0.11% | No change | 6,595 | $230K |
| PFG Advisors | 0.01% | Reduce -3.7% | 5,750 | $201K |
| Atlantic Private Wealth, LLC | 0.14% | No change | 5,038 | $176K |
| Harbour Investments, Inc. | 0.01% | Add +40.6% | 4,958 | $173K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 3,361 | $117K |
| Brown Financial Advisors | 0.05% | — | 3,278 | $114K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,605 | $91K |
| Morgan Stanley | 0.00% | No change | 2,500 | $87K |
| Cwm, LLC | 0.00% | Add +33.6% | 2,175 | $76K |
| Financial Network Wealth Advisors LLC | 0.06% | New | 2,140 | $75K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 2,000 | $70K |
| Royal Bank of Canada | 0.00% | New | 2,000 | $70K |
| Archer Investment Corp | 0.02% | No change | 2,000 | $70K |
| Mattson Financial Services, LLC | 0.02% | — | 1,970 | $69K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -25.7% | 1,845 | $68K |
| Denver PWM, LLC | 0.02% | New | 1,182 | $41K |
| JPMorgan Chase & Co. | 0.00% | Reduce -63.3% | 956 | $33K |
| Triad Wealth Partners, LLC | 0.01% | New | 621 | $22K |
| US Bancorp \de | 0.00% | No change | 572 | $20K |
| Lanark Financial, Inc. | 0.00% | No change | 382 | $13K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 276 | $10K |
| Jones Financial Companies LLLP | 0.00% | New | 225 | $8K |
| UBS Group AG | 0.00% | New | 218 | $8K |
| Whittier Trust Co. | 0.00% | No change | 200 | $7K |
"% 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.