Innovator U.S. Small Cap PowKJULETF
13F holders, Q4 2024 (December 31)92holders +12
10new positions
6sold out
1famous investor
$30.24avg. 13F price*
At the end of Q4 2024, 92 institutions reported holding Innovator U.S. Small Cap Pow (KJUL) in their 13F filings, up 12 from Q3 2024. 10 opened new positions and 6 sold out. The largest holders were ODonnell Financial Services, LLC ($22.6M), HighTower Advisors, LLC ($17.8M) and Allworth Financial LP ($14.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Innovator U.S. Small Cap Pow
- CUSIP
- 45782C284
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $12.1M |
| Exits | 6 | $5.6M |
All 13F filers, Q3 2024 → Q4 2024: 1,363,140 shares bought and 307,475 shares sold, net +1,055,665 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 92 holders
| ODonnell Financial Services, LLC | 9.46% | Add +1043.5% | 646,392 | $22.6M |
| HighTower Advisors, LLC | 0.02% | Add +0.5% | 603,509 | $17.8M |
| Allworth Financial LP | 0.08% | Add +156.6% | 492,685 | $14.8M |
| Gradient Investments LLC | 0.21% | New | 356,421 | $10.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.2% | 284,978 | $8.4M |
| Maltin Wealth Management, Inc. | 2.83% | Add +3.0% | 195,835 | $5.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -2.0% | 121,871 | $3.6M |
| Onyx Bridge Wealth Group LLC | 0.41% | Reduce -1.0% | 97,382 | $2.9M |
| Cetera Investment Advisers | 0.01% | Reduce -1.4% | 93,779 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +14.8% | 92,867 | $2.7M |
| Wood Tarver Financial Group, LLC | 0.81% | — | 82,138 | $2.4M |
| RFG Advisory, LLC | 0.06% | Reduce -3.8% | 76,166 | $2.2M |
| Berger Financial Group, Inc | 0.15% | Reduce -11.4% | 74,912 | $2.2M |
| Blair William & Co. | 0.01% | Reduce -2.2% | 73,482 | $2.2M |
| Principal Securities, Inc. | 0.05% | Reduce -1.1% | 70,108 | $2.1M |
| Diligent Investors, LLC | 0.46% | No change | 67,488 | $2.0M |
| Raymond James Financial Inc. | 0.00% | — | 59,611 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.2% | 56,292 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -11.7% | 54,410 | $1.6M |
| Fragasso Financial Advisors Inc | 0.12% | Reduce -17.7% | 52,410 | $1.5M |
| Cypress Wealth Services, LLC | 0.30% | No change | 51,234 | $1.5M |
| Compass Advisory Group LLC | 0.49% | Add +1.8% | 46,859 | $1.4M |
| Independent Financial Group, LLC | 0.04% | Reduce -18.3% | 45,776 | $1.3M |
| Corrado Advisors, LLC | 0.85% | Reduce -6.8% | 44,123 | $1.3M |
| Brookstone Capital Management | 0.02% | Add +74.5% | 43,246 | $1.3M |
| Chris Bulman Inc | 0.80% | Reduce -2.2% | 42,399 | $1.2M |
| Gill Capital Partners, LLC | 0.37% | No change | 35,416 | $1.0M |
| Jacobi Capital Management LLC | 0.08% | No change | 34,273 | $1.0M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -5.6% | 33,630 | $990K |
| Long Island Wealth Management, Inc. | 0.60% | Reduce -7.7% | 32,747 | $964K |
| LPL Financial LLC | 0.00% | Reduce -4.1% | 31,251 | $920K |
| M Holdings Securities, Inc. | 0.14% | No change | 29,719 | $875K |
| Focus Partners Wealth | 0.00% | Reduce -0.9% | 29,580 | $871K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -23.6% | 27,219 | $801K |
| Marcum Wealth, LLC | 0.07% | No change | 26,393 | $777K |
| WorthPointe, LLC | 0.32% | Reduce -0.1% | 25,869 | $761K |
| Truist Financial Corp. | 0.00% | Reduce -1.1% | 25,505 | $751K |
| DHJJ Financial Advisors, Ltd. | 0.29% | No change | 25,137 | $740K |
| Global Strategic Investment Solutions, LLC | 0.09% | No change | 25,114 | $739K |
| Old Mission Capital LLC | 0.02% | New | 24,199 | $712K |
| Jane Street Group, LLC | 0.00% | Add +80.2% | 23,619 | $695K |
| Crown Wealth Group, LLC | 0.25% | No change | 21,200 | $624K |
| IFP Advisors, Inc | 0.02% | Reduce -5.1% | 20,309 | $598K |
| Tradition Wealth Management, LLC | 0.05% | Reduce -2.3% | 19,367 | $570K |
| Sugarloaf Wealth Management, LLC | 0.10% | No change | 18,462 | $543K |
| Chicago Partners Investment Group LLC | 0.02% | No change | 17,728 | $523K |
| Blue Bell Private Wealth Management, LLC | 0.10% | Reduce -11.7% | 17,473 | $514K |
| Wealth Alliance, LLC | 0.06% | No change | 17,197 | $506K |
| Global Trust Asset Management, LLC | 0.18% | Reduce -5.7% | 16,500 | $486K |
| Envestnet Asset Management Inc. | 0.00% | Add +8.2% | 16,219 | $477K |
| Capital Analysts, LLC | 0.02% | No change | 15,130 | $445K |
| SageView Advisory Group, LLC | 0.02% | Reduce -41.1% | 14,602 | $430K |
| MML Investors Services, LLC | 0.00% | Add +64.3% | 13,754 | $405K |
| Outlook Wealth Advisors, LLC | 0.11% | No change | 12,711 | $374K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 12,524 | $369K |
| FSA Advisors, Inc. | 0.44% | No change | 12,409 | $361K |
| Wealthgarden F.S. LLC | 0.32% | Reduce -12.6% | 11,463 | $337K |
| Valtinson Bruner Financial Planning LLC | 0.12% | Reduce -0.0% | 11,345 | $334K |
| Miller Financial Services LLC | 0.27% | — | 11,024 | $324K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -4.8% | 10,822 | $318K |
| Leigh Baldwin & Co., LLC | 0.26% | — | 10,600 | $312K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -11.0% | 10,143 | $299K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -2.9% | 9,992 | $294K |
| Goldman Sachs Group Inc. | 0.00% | New | 9,770 | $288K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -2.4% | 9,469 | $279K |
| Sigma Planning Corp | 0.01% | Reduce -32.1% | 9,081 | $267K |
| Winnacle Wealth LLC | 0.26% | — | 9,003 | $264K |
| BCS Wealth Management | 0.06% | Reduce -7.0% | 8,876 | $261K |
| BCGM Wealth Management, LLC | 0.07% | No change | 7,610 | $224K |
| Susquehanna International Group, LLP | 0.00% | New | 7,271 | $214K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -53.8% | 7,040 | $207K |
| Citadel Advisors | 0.00% | New | 6,805 | $200K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.1% | 6,285 | $185K |
| Atlantic Private Wealth, LLC | 0.12% | No change | 5,517 | $162K |
| Sugar Maple Asset Management, LLC | 0.10% | New | 4,599 | $135K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +76.1% | 3,164 | $93K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 2,167 | $64K |
| Investment Management Corp. /Va/ | 0.05% | — | 1,896 | $56K |
| PFS Partners, LLC | 0.02% | Reduce -7.8% | 1,182 | $35K |
| Stonebridge Financial Group, LLC | 0.00% | — | 1,088 | $32K |
| Cwm, LLC | 0.00% | Add +166.8% | 1,014 | $30K |
| JPMorgan Chase & Co. | 0.00% | Reduce -76.9% | 854 | $25K |
| Assetmark, Inc. | 0.00% | New | 800 | $24K |
| Wells Fargo & Company | 0.00% | New | 793 | $23K |
| AE Wealth Management LLC | 0.00% | New | 700 | $21K |
| US Bancorp \de | 0.00% | New | 674 | $20K |
| CoreCap Advisors, LLC | 0.00% | No change | 426 | $13K |
| Whipplewood Advisors, LLC | 0.01% | — | 393 | $12K |
| Noble Wealth Management PBC | 0.01% | — | 323 | $10K |
| Spire Wealth Management | 0.00% | No change | 208 | $6K |
| Creative Financial Designs Inc. | 0.00% | No change | 100 | $3K |
| Luminist Capital LLC | 0.01% | — | 98 | $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.