Innovator U.S. Small Cap PowKJULETF
13F holders, Q2 2024 (June 30)76holders −5
6new positions
11sold out
$27.63avg. 13F price*
At the end of Q2 2024, 76 institutions reported holding Innovator U.S. Small Cap Pow (KJUL) in their 13F filings, down 5 from Q1 2024. 6 opened new positions and 11 sold out. The largest holders were HighTower Advisors, LLC ($16.9M), Commonwealth Equity Services, LLC ($9.0M) and Maltin Wealth Management, Inc. ($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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.5M |
| Exits | 11 | $13.7M |
All 13F filers, Q1 2024 → Q2 2024: 270,416 shares bought and 751,966 shares sold, net −481,550 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 76 holders
| HighTower Advisors, LLC | 0.03% | Reduce -0.7% | 610,869 | $16.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -23.1% | 324,349 | $9.0M |
| Maltin Wealth Management, Inc. | 2.82% | Add +3.7% | 189,704 | $5.2M |
| Osaic Holdings, Inc. | 0.01% | Add +23.0% | 110,314 | $3.0M |
| Onyx Bridge Wealth Group LLC | 0.44% | Add +1.4% | 97,516 | $2.7M |
| Motiv8 Investments LLC | 1.75% | Reduce -0.6% | 85,158 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +18.9% | 83,973 | $2.3M |
| Berger Financial Group, Inc | 0.18% | Reduce -4.9% | 83,353 | $2.3M |
| Cetera Investment Advisers | 0.00% | Reduce -13.2% | 74,434 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +503.3% | 70,723 | $2.0M |
| Diligent Investors, LLC | 0.46% | No change | 67,488 | $1.9M |
| Fragasso Financial Advisors Inc | 0.14% | Reduce -6.9% | 63,660 | $1.8M |
| Principal Securities, Inc. | 0.05% | Reduce 0.0% | 62,678 | $1.7M |
| ODonnell Financial Services, LLC | 0.72% | Reduce -1.3% | 58,832 | $1.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | Reduce -19.8% | 52,883 | $1.5M |
| Independent Financial Group, LLC | 0.06% | No change | 52,026 | $1.4M |
| Cypress Wealth Services, LLC | 0.30% | No change | 49,481 | $1.4M |
| Corrado Advisors, LLC | 0.88% | Add +217.9% | 49,208 | $1.4M |
| Chris Bulman Inc | 0.85% | — | 44,730 | $1.2M |
| Blair William & Co. | 0.00% | No change | 42,799 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -19.1% | 40,929 | $1.1M |
| Pillar Wealth Advisors, LLC | 1.28% | Reduce -10.3% | 38,676 | $1.1M |
| Capital Investment Advisory Services, LLC | 0.11% | Reduce -3.7% | 37,768 | $1.0M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -2.9% | 35,938 | $993K |
| Gill Capital Partners, LLC | 0.38% | Add +0.7% | 35,416 | $979K |
| Long Island Wealth Management, Inc. | 0.68% | Reduce -24.6% | 35,102 | $970K |
| Compass Advisory Group LLC | 0.43% | Reduce -2.4% | 34,888 | $964K |
| Jane Street Group, LLC | 0.00% | Reduce -64.4% | 34,341 | $949K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -13.4% | 34,203 | $945K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -23.8% | 31,710 | $876K |
| Focus Partners Wealth | 0.00% | New | 30,640 | $847K |
| LPL Financial LLC | 0.00% | Add +49.4% | 29,993 | $829K |
| Global Strategic Investment Solutions, LLC | 0.09% | Add +13.7% | 26,970 | $745K |
| SageView Advisory Group, LLC | 0.04% | New | 25,933 | $717K |
| WorthPointe, LLC | 0.32% | Add +7.0% | 25,776 | $712K |
| Crown Wealth Group, LLC | 0.34% | Reduce -0.3% | 24,726 | $683K |
| Blue Bell Private Wealth Management, LLC | 0.14% | Reduce -4.5% | 24,038 | $664K |
| Tradition Wealth Management, LLC | 0.06% | Reduce -6.0% | 22,292 | $616K |
| M Holdings Securities, Inc. | 0.08% | Add +6.3% | 22,204 | $614K |
| DHJJ Financial Advisors, Ltd. | 0.25% | Reduce -11.6% | 21,321 | $589K |
| IFP Advisors, Inc | 0.02% | New | 19,009 | $525K |
| Marcum Wealth, LLC | 0.05% | No change | 18,759 | $518K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -4.8% | 17,728 | $510K |
| Raymond James & Associates | 0.00% | Reduce -18.9% | 18,328 | $507K |
| Global Trust Asset Management, LLC | 0.19% | No change | 17,500 | $484K |
| Truist Financial Corp. | 0.00% | Add +35.1% | 17,103 | $473K |
| Valtinson Bruner Financial Planning LLC | 0.19% | No change | 17,037 | $471K |
| Capital Analysts, LLC | 0.02% | Add +12.1% | 15,130 | $418K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -18.3% | 13,848 | $383K |
| Coldstream Capital Management Inc. | 0.01% | New | 12,649 | $368K |
| Sunbelt Securities, Inc. | 0.04% | No change | 12,840 | $355K |
| Wealth Alliance, LLC | 0.05% | Add +28.4% | 12,820 | $354K |
| FSA Advisors, Inc. | 0.36% | Add +17.5% | 12,588 | $348K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 12,524 | $346K |
| Brookstone Capital Management | 0.01% | Add +24.4% | 11,842 | $341K |
| Sugarloaf Wealth Management, LLC | 0.06% | Add +98.8% | 11,677 | $323K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +0.4% | 10,046 | $278K |
| BCS Wealth Management | 0.13% | Reduce -3.8% | 9,543 | $264K |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.2% | 9,448 | $261K |
| Outlook Wealth Advisors, LLC | 0.08% | No change | 12,711 | $252K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -2.6% | 8,846 | $245K |
| Gradient Investments LLC | 0.01% | Reduce -18.4% | 8,724 | $241K |
| Allworth Financial LP | 0.00% | Add +237.5% | 8,469 | $241K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -12.9% | 7,840 | $217K |
| BCGM Wealth Management, LLC | 0.07% | No change | 7,610 | $210K |
| Altfest L J & Co. Inc. | 0.03% | Reduce -19.9% | 7,608 | $210K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +243.7% | 6,297 | $174K |
| Harbour Investments, Inc. | 0.00% | No change | 4,942 | $137K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -3.0% | 3,975 | $110K |
| JPMorgan Chase & Co. | 0.00% | Reduce -24.7% | 3,703 | $102K |
| Clear Point Advisors Inc. | 0.04% | No change | 1,851 | $51K |
| Triad Wealth Partners, LLC | 0.02% | New | 1,600 | $44K |
| PFS Partners, LLC | 0.02% | No change | 1,182 | $33K |
| CoreCap Advisors, LLC | 0.00% | No change | 426 | $12K |
| Creative Financial Designs Inc. | 0.00% | No change | 100 | $3K |
| Royal Bank of Canada | 0.00% | New | 20 | $1K |
"% 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.