Innovator U.S. Small Cap PowKJULETF
13F holders, Q1 2024 (March 31)81holders
$28.03avg. 13F price*
At the end of Q1 2024, 81 institutions reported holding Innovator U.S. Small Cap Pow (KJUL) in their 13F filings. The largest holders were HighTower Advisors, LLC ($17.3M), Commonwealth Equity Services, LLC ($11.8M) and Accuvest Global Advisors ($5.2M).
- Company
- Innovator U.S. Small Cap Pow
- CUSIP
- 45782C284
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $8.7M |
| Exits | 9 | $24.2M |
Ownership 81 holders
| HighTower Advisors, LLC | 0.03% | Reduce -3.3% | 615,260 | $17.3M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -3.8% | 421,526 | $11.8M |
| Accuvest Global Advisors | 2.28% | New | 186,497 | $5.2M |
| Maltin Wealth Management, Inc. | 2.89% | Add +10.1% | 182,981 | $5.1M |
| Cary Street Partners Investment Advisory LLC | 0.20% | Reduce -2.2% | 166,078 | $4.7M |
| Jane Street Group, LLC | 0.00% | Add +291.9% | 96,549 | $2.7M |
| Onyx Bridge Wealth Group LLC | 0.47% | Add +13.6% | 96,126 | $2.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -23.2% | 89,718 | $2.5M |
| Berger Financial Group, Inc | 0.20% | Reduce -4.8% | 87,635 | $2.5M |
| Cetera Investment Advisers | 0.01% | Add +230.3% | 85,782 | $2.4M |
| Motiv8 Investments LLC | 1.87% | New | 85,625 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +68.6% | 70,638 | $2.0M |
| Fragasso Financial Advisors Inc | 0.16% | Reduce -3.3% | 68,374 | $1.9M |
| Diligent Investors, LLC | 0.48% | No change | 67,488 | $1.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.05% | Reduce -1.2% | 65,928 | $1.9M |
| Principal Securities, Inc. | 0.05% | Add +0.1% | 62,681 | $1.8M |
| ODonnell Financial Services, LLC | 0.77% | Reduce -13.0% | 59,593 | $1.7M |
| Independent Financial Group, LLC | 0.07% | Reduce -0.7% | 52,026 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 50,618 | $1.4M |
| Cypress Wealth Services, LLC | 0.32% | No change | 49,481 | $1.4M |
| Long Island Wealth Management, Inc. | 0.92% | Reduce -17.3% | 46,523 | $1.3M |
| Old Mission Capital LLC | 0.03% | Add +500.1% | 45,346 | $1.3M |
| Pillar Wealth Advisors, LLC | 0.91% | No change | 43,093 | $1.2M |
| Blair William & Co. | 0.00% | No change | 42,799 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.6% | 41,603 | $1.2M |
| Lincoln National Corp. | 0.02% | Reduce -3.3% | 40,642 | $1.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -14.6% | 39,511 | $1.1M |
| Capital Investment Advisory Services, LLC | 0.12% | No change | 39,226 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -1.0% | 36,998 | $1.0M |
| Compass Advisory Group LLC | 0.44% | Reduce -7.4% | 35,762 | $1.0M |
| Gill Capital Partners, LLC | 0.38% | No change | 35,180 | $944K |
| InterOcean Capital Group, LLC | 0.02% | No change | 30,640 | $860K |
| Blue Bell Private Wealth Management, LLC | 0.15% | Reduce -8.9% | 25,158 | $706K |
| Crown Wealth Group, LLC | 0.36% | Reduce -5.8% | 24,795 | $696K |
| DHJJ Financial Advisors, Ltd. | 0.30% | Reduce -2.0% | 24,126 | $677K |
| WorthPointe, LLC | 0.34% | Reduce -27.3% | 24,080 | $676K |
| Tradition Wealth Management, LLC | 0.07% | Reduce -89.3% | 23,717 | $666K |
| Global Strategic Investment Solutions, LLC | 0.08% | Reduce -4.5% | 23,713 | $666K |
| Raymond James & Associates | 0.00% | Add +9.4% | 22,588 | $634K |
| M Holdings Securities, Inc. | 0.10% | New | 20,898 | $587K |
| LPL Financial LLC | 0.00% | Add +15.8% | 20,083 | $564K |
| Marcum Wealth, LLC | 0.05% | Reduce -78.0% | 18,759 | $527K |
| Chicago Partners Investment Group LLC | 0.02% | No change | 18,622 | $505K |
| Global Trust Asset Management, LLC | 0.20% | No change | 17,500 | $491K |
| Valtinson Bruner Financial Planning LLC | 0.20% | No change | 17,037 | $478K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.3% | 16,959 | $476K |
| Corrado Advisors, LLC | 0.29% | Reduce -0.3% | 15,481 | $435K |
| Castle Wealth Management LLC | 0.21% | Reduce -27.8% | 14,527 | $408K |
| Capital Analysts, LLC | 0.02% | No change | 13,502 | $379K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -23.2% | 12,840 | $361K |
| Outlook Wealth Advisors, LLC | 0.11% | Reduce -7.0% | 12,711 | $357K |
| Truist Financial Corp. | 0.00% | Reduce -30.9% | 12,663 | $356K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 12,524 | $352K |
| Susquehanna International Group, LLP | 0.00% | Reduce -28.9% | 11,723 | $329K |
| FSA Advisors, Inc. | 0.32% | Reduce -1.7% | 10,717 | $301K |
| Gradient Investments LLC | 0.01% | Reduce -98.3% | 10,688 | $300K |
| NewEdge Advisors, LLC | 0.00% | New | 10,518 | $295K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +10.1% | 10,007 | $281K |
| Wealth Alliance, LLC | 0.04% | No change | 9,985 | $280K |
| BCS Wealth Management | 0.09% | Reduce -7.3% | 9,918 | $278K |
| Brookstone Capital Management | 0.00% | Reduce -90.8% | 9,516 | $267K |
| Altfest L J & Co. Inc. | 0.04% | Reduce -22.1% | 9,493 | $267K |
| Kingsview Wealth Management, LLC | 0.01% | Add +7.8% | 9,425 | $265K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 9,078 | $255K |
| Janney Montgomery Scott LLC | 0.00% | No change | 9,005 | $253K |
| PFG Advisors | 0.02% | Reduce -1.5% | 8,834 | $248K |
| Wolverine Trading, LLC | 0.00% | Reduce -40.6% | 8,242 | $231K |
| BCGM Wealth Management, LLC | 0.08% | No change | 7,610 | $214K |
| Sugarloaf Wealth Management, LLC | 0.03% | No change | 5,875 | $165K |
| TFO Wealth Partners, LLC | 0.03% | No change | 5,410 | $152K |
| Harbour Investments, Inc. | 0.00% | No change | 4,942 | $139K |
| JPMorgan Chase & Co. | 0.00% | New | 4,920 | $138K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 4,100 | $115K |
| Allworth Financial LP | 0.00% | Reduce -99.2% | 2,509 | $70K |
| Clear Point Advisors Inc. | 0.04% | No change | 1,851 | $52K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,832 | $51K |
| UBS Group AG | 0.00% | New | 1,409 | $40K |
| Bank of Montreal | 0.00% | No change | 1,300 | $37K |
| PFS Partners, LLC | 0.02% | Reduce -99.4% | 1,182 | $33K |
| CoreCap Advisors, LLC | 0.00% | New | 426 | $12K |
| Creative Financial Designs Inc. | 0.00% | No change | 100 | $3K |
"% of holder's portfolio" is KJUL's weight in each manager's 13F, not the share of Innovator U.S. Small Cap Pow the manager owns.