Innovator U.S. Small Cap PowKJANETF
13F holders, Q1 2025 (March 31)129holders +7
15new positions
7sold out
$35.76avg. 13F price*
At the end of Q1 2025, 129 institutions reported holding Innovator U.S. Small Cap Pow (KJAN) in their 13F filings, up 7 from Q4 2024. 15 opened new positions and 7 sold out. The largest holders were Compass Advisory Group LLC ($19.2M), PFS Partners, LLC ($18.6M) and Commonwealth Equity Services, LLC ($15.5M).
- Company
- Innovator U.S. Small Cap Pow
- CUSIP
- 45782C474
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $6.5M |
| Exits | 7 | $4.2M |
All 13F filers, Q4 2024 → Q1 2025: 1,061,928 shares bought and 459,128 shares sold, net +602,800 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 129 holders
| Compass Advisory Group LLC | 6.68% | Add +9.8% | 536,845 | $19.2M |
| PFS Partners, LLC | 9.88% | Add +0.0% | 519,370 | $18.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +15.7% | 434,843 | $15.5M |
| Cetera Investment Advisers | 0.03% | Add +265.6% | 432,970 | $15.5M |
| Stephens Inc. | 0.23% | Add +11.9% | 429,752 | $15.4M |
| MBL Wealth, LLC | 1.17% | Reduce -2.1% | 324,103 | $11.6M |
| Long Island Wealth Management, Inc. | 6.44% | Add +1.8% | 295,780 | $10.6M |
| Berkshire Money Management, Inc. | 1.02% | Reduce -31.5% | 253,641 | $9.1M |
| Osaic Holdings, Inc. | 0.01% | Add +16.5% | 180,744 | $6.5M |
| Raymond James Financial Inc. | 0.00% | Add +225.5% | 126,513 | $4.5M |
| Cary Street Partners Financial LLC | 0.13% | Reduce -5.6% | 118,999 | $4.3M |
| Blair William & Co. | 0.01% | Add +160.7% | 116,164 | $4.2M |
| Principal Securities, Inc. | 0.09% | No change | 102,519 | $3.8M |
| AdvisorNet Financial, Inc | 0.27% | Reduce -1.6% | 101,335 | $3.6M |
| HighTower Advisors, LLC | 0.00% | Add +19.6% | 100,318 | $3.6M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -30.9% | 99,035 | $3.5M |
| Investment Management Corp. /Va/ | 2.73% | Reduce -0.5% | 84,838 | $3.0M |
| Brookstone Capital Management | 0.04% | Add +15.3% | 83,406 | $3.0M |
| LPL Financial LLC | 0.00% | Add +10.1% | 71,800 | $2.6M |
| AssuredPartners Investment Advisors, LLC | 0.48% | Reduce -2.4% | 70,163 | $2.5M |
| Pallas Capital Advisors LLC | 0.10% | Add +5.7% | 68,630 | $2.5M |
| Sunbelt Securities, Inc. | 0.22% | Reduce -0.1% | 68,207 | $2.4M |
| Mgo One Seven LLC | 0.09% | Reduce -0.1% | 65,064 | $2.3M |
| Marcum Wealth, LLC | 0.18% | Add +2.1% | 57,818 | $2.1M |
| Wood Tarver Financial Group, LLC | 0.65% | Add +314.3% | 56,237 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.5% | 53,756 | $1.9M |
| Strategic Blueprint, LLC | 0.10% | Add +125.0% | 49,233 | $1.8M |
| Fragasso Financial Advisors Inc | 0.12% | New | 44,932 | $1.6M |
| Truist Financial Corp. | 0.00% | Add +19.8% | 44,520 | $1.6M |
| Independent Financial Group, LLC | 0.05% | Reduce -8.1% | 42,938 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +36.5% | 41,497 | $1.5M |
| Faithward Advisors, LLC | 0.25% | Add +156.3% | 40,113 | $1.4M |
| ODonnell Financial Services, LLC | 0.59% | New | 39,910 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.7% | 38,638 | $1.4M |
| Red Crane Wealth Management, LLC | 1.29% | Add +3.4% | 37,594 | $1.3M |
| DHJJ Financial Advisors, Ltd. | 0.52% | Add +3.8% | 35,992 | $1.3M |
| IFP Advisors, Inc | 0.04% | Add +0.6% | 35,633 | $1.3M |
| Capital Analysts, LLC | 0.05% | Add +27.2% | 33,999 | $1.2M |
| JT Stratford LLC | 0.21% | Reduce -3.6% | 32,341 | $1.2M |
| HBW Advisory Services LLC | 0.16% | Add +17.0% | 32,149 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -22.0% | 30,793 | $1.1M |
| Weaver Consulting Group | 0.33% | Add +0.3% | 30,568 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +3.3% | 29,677 | $1.1M |
| FSA Advisors, Inc. | 0.83% | Reduce -2.2% | 29,250 | $1.0M |
| Bullseye Investment Management, LLC | 0.62% | Reduce -18.2% | 27,155 | $971K |
| Wealth Alliance, LLC | 0.11% | Reduce -3.7% | 25,679 | $918K |
| Janney Montgomery Scott LLC | 0.00% | Add +4.2% | 25,057 | $896K |
| Miller Financial Services LLC | 1.27% | Reduce -2.5% | 24,810 | $887K |
| Belpointe Asset Management LLC | 0.04% | Add +77.4% | 23,173 | $828K |
| BCGM Wealth Management, LLC | 0.25% | Add +140.4% | 22,745 | $813K |
| Maltin Wealth Management, Inc. | 0.38% | Reduce -1.3% | 22,454 | $803K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -30.5% | 21,783 | $779K |
| Arete Wealth Advisors, LLC | 0.05% | Add +2.1% | 19,641 | $702K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -0.9% | 18,740 | $670K |
| Advisory Services Network, LLC | 0.01% | Reduce -4.5% | 18,114 | $647K |
| NewEdge Advisors, LLC | 0.00% | Add +0.2% | 17,443 | $623K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -35.6% | 17,177 | $614K |
| WorthPointe, LLC | 0.28% | Add +29.1% | 16,997 | $607K |
| Acas, LLC | 0.46% | Add +9.4% | 16,898 | $598K |
| Crown Wealth Group, LLC | 0.31% | Reduce -6.2% | 16,699 | $597K |
| First Commonwealth Financial Corp | 0.13% | Add +43.0% | 15,951 | $570K |
| Advus Financial Partners, LLC | 0.16% | New | 15,891 | $568K |
| MML Investors Services, LLC | 0.00% | Add +20.2% | 14,418 | $515K |
| Clear Point Advisors Inc. | 0.46% | No change | 14,249 | $509K |
| Trek Financial, LLC | 0.04% | Reduce -1.1% | 14,199 | $507K |
| LYNX Capital Group Ltd. | 0.26% | No change | 14,121 | $505K |
| World Investment Advisors | 0.01% | New | 13,745 | $491K |
| Foundations Investment Advisors, LLC | 0.01% | Add +18.2% | 12,924 | $462K |
| Collaborative Wealth Managment Inc. | 0.21% | Add +86.8% | 12,318 | $440K |
| Visionary Wealth Advisors | 0.03% | Add +9.8% | 11,861 | $424K |
| Founders Financial Securities LLC | 0.04% | New | 11,938 | $422K |
| PFG Advisors | 0.02% | New | 11,747 | $420K |
| First City Capital Management, Inc. | 0.25% | No change | 11,670 | $417K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -12.0% | 11,205 | $400K |
| First Heartland Consultants, Inc. | 0.04% | Add +11.1% | 11,184 | $400K |
| Old Mission Capital LLC | 0.01% | Reduce -79.6% | 10,642 | $380K |
| Jane Street Group, LLC | 0.00% | Reduce -63.0% | 10,443 | $373K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -2.4% | 10,272 | $367K |
| Apollon Wealth Management, LLC | 0.01% | No change | 10,000 | $357K |
| Corrado Advisors, LLC | 0.23% | New | 9,837 | $352K |
| Main Street Financial Solutions, LLC | 0.03% | Add +29.7% | 9,700 | $347K |
| Diligent Investors, LLC | 0.08% | Add +14.1% | 9,597 | $343K |
| Captrust Financial Advisors | 0.00% | Reduce -1.1% | 9,060 | $324K |
| Creative Financial Designs Inc. | 0.03% | Add +2.7% | 8,880 | $317K |
| Valtinson Bruner Financial Planning LLC | 0.10% | No change | 8,254 | $295K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -1.5% | 7,918 | $283K |
| Vantage Point Financial LLC | 0.14% | No change | 7,511 | $268K |
| Cornerstone Wealth Group, LLC | 0.02% | New | 7,173 | $256K |
| Beacon Financial Advisory LLC | 0.08% | Reduce -6.2% | 7,050 | $252K |
| SageView Advisory Group, LLC | 0.01% | Add +3.9% | 6,805 | $243K |
| Winnacle Wealth LLC | 0.22% | Reduce -5.2% | 6,709 | $240K |
| Sigma Planning Corp | 0.01% | Add +8.9% | 6,673 | $238K |
| Phoenix Financial Ltd. | 0.00% | New | 6,655 | $237K |
| Cypress Wealth Services, LLC | 0.05% | No change | 6,511 | $233K |
| TFB Advisors LLC | 0.07% | Reduce -13.3% | 6,504 | $232K |
| Outlook Wealth Advisors, LLC | 0.06% | New | 6,455 | $231K |
| Berger Financial Group, Inc | 0.02% | Reduce -3.5% | 6,433 | $230K |
| Wedbush Securities Inc. | 0.01% | No change | 6,345 | $227K |
| Helium Advisors LLC | 0.16% | No change | 6,314 | $226K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 6,238 | $223K |
"% 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.