Innovator U.S. Small Cap PowKJULETF
13F holders, Q1 2025 (March 31)87holders −5
8new positions
12sold out
$27.98avg. 13F price*
At the end of Q1 2025, 87 institutions reported holding Innovator U.S. Small Cap Pow (KJUL) in their 13F filings, down 5 from Q4 2024. 8 opened new positions and 12 sold out. The largest holders were HighTower Advisors, LLC ($12.7M), Gradient Investments LLC ($10.3M) and Altfest L J & Co. Inc. ($10.2M).
- Company
- Innovator U.S. Small Cap Pow
- CUSIP
- 45782C284
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $11.1M |
| Exits | 12 | $4.6M |
All 13F filers, Q4 2024 → Q1 2025: 483,551 shares bought and 1,592,220 shares sold, net −1,108,669 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 87 holders
| HighTower Advisors, LLC | 0.02% | Reduce -25.0% | 452,868 | $12.7M |
| Gradient Investments LLC | 0.21% | Add +3.3% | 368,120 | $10.3M |
| Altfest L J & Co. Inc. | 1.28% | New | 364,596 | $10.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -6.1% | 267,661 | $7.5M |
| Maltin Wealth Management, Inc. | 2.49% | Reduce -3.1% | 189,823 | $5.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -6.6% | 113,851 | $3.2M |
| Cetera Investment Advisers | 0.01% | Add +9.1% | 102,343 | $2.9M |
| Onyx Bridge Wealth Group LLC | 0.40% | Add +1.6% | 98,915 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -19.5% | 74,766 | $2.1M |
| Principal Securities, Inc. | 0.05% | No change | 70,108 | $2.1M |
| Berger Financial Group, Inc | 0.14% | Reduce -3.7% | 72,161 | $2.0M |
| Blair William & Co. | 0.01% | Reduce -2.2% | 71,887 | $2.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.2% | 57,696 | $1.6M |
| Diligent Investors, LLC | 0.38% | Reduce -17.1% | 55,912 | $1.6M |
| ODonnell Financial Services, LLC | 0.60% | Reduce -92.0% | 51,838 | $1.4M |
| Fragasso Financial Advisors Inc | 0.11% | Reduce -2.3% | 51,230 | $1.4M |
| Cypress Wealth Services, LLC | 0.29% | Reduce -0.9% | 50,769 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -8.9% | 49,542 | $1.4M |
| Compass Advisory Group LLC | 0.45% | Reduce -1.6% | 46,084 | $1.3M |
| Independent Financial Group, LLC | 0.04% | Reduce -0.7% | 45,439 | $1.3M |
| Corrado Advisors, LLC | 0.82% | Reduce -0.7% | 43,811 | $1.2M |
| Brookstone Capital Management | 0.02% | Reduce -1.0% | 42,800 | $1.2M |
| Chris Bulman Inc | 0.73% | Reduce -3.0% | 41,134 | $1.2M |
| Capital Investment Advisory Services, LLC | 0.10% | Add +1713.1% | 39,289 | $1.1M |
| M Holdings Securities, Inc. | 0.17% | Add +21.0% | 35,973 | $1.0M |
| Jacobi Capital Management LLC | 0.07% | No change | 34,273 | $958K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -40.0% | 33,789 | $945K |
| Long Island Wealth Management, Inc. | 0.56% | No change | 32,747 | $916K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -3.1% | 32,596 | $912K |
| Gill Capital Partners, LLC | 0.31% | Reduce -8.5% | 32,416 | $907K |
| Wood Tarver Financial Group, LLC | 0.29% | Reduce -61.3% | 31,785 | $889K |
| LPL Financial LLC | 0.00% | Reduce -3.2% | 30,237 | $846K |
| Focus Partners Wealth | 0.00% | Reduce -1.5% | 29,130 | $815K |
| Marcum Wealth, LLC | 0.06% | No change | 26,393 | $738K |
| WorthPointe, LLC | 0.33% | No change | 25,869 | $723K |
| Global Strategic Investment Solutions, LLC | 0.08% | Add +1.3% | 25,430 | $711K |
| Truist Financial Corp. | 0.00% | Reduce -1.7% | 25,076 | $701K |
| DHJJ Financial Advisors, Ltd. | 0.27% | Reduce -4.4% | 24,032 | $672K |
| Capital Analysts, LLC | 0.02% | Add +46.5% | 22,168 | $620K |
| IFP Advisors, Inc | 0.02% | Add +4.9% | 21,309 | $596K |
| Tradition Wealth Management, LLC | 0.05% | Reduce -2.7% | 18,838 | $527K |
| Blue Bell Private Wealth Management, LLC | 0.09% | Reduce -0.5% | 17,395 | $486K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -36.9% | 17,182 | $481K |
| Envestnet Asset Management Inc. | 0.00% | Add +3.1% | 16,723 | $468K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -5.4% | 16,778 | $465K |
| Wealth Alliance, LLC | 0.05% | Reduce -12.5% | 15,047 | $421K |
| Founders Financial Securities LLC | 0.04% | New | 15,243 | $421K |
| MML Investors Services, LLC | 0.00% | Add +5.8% | 14,547 | $407K |
| Old Mission Capital LLC | 0.01% | Reduce -45.4% | 13,210 | $369K |
| Atlantic Private Wealth, LLC | 0.27% | Add +135.0% | 12,965 | $363K |
| Outlook Wealth Advisors, LLC | 0.10% | No change | 12,711 | $355K |
| Crown Wealth Group, LLC | 0.18% | Reduce -41.9% | 12,315 | $344K |
| FSA Advisors, Inc. | 0.27% | Reduce -1.6% | 12,213 | $342K |
| Wealthgarden F.S. LLC | 0.31% | No change | 11,463 | $321K |
| Valtinson Bruner Financial Planning LLC | 0.11% | Reduce -0.0% | 11,341 | $317K |
| Miller Financial Services LLC | 0.44% | No change | 11,024 | $308K |
| Kingsview Wealth Management, LLC | 0.01% | Add +15.8% | 10,965 | $307K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -1.9% | 10,622 | $297K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -16.9% | 10,408 | $291K |
| SageView Advisory Group, LLC | 0.01% | Reduce -31.4% | 10,012 | $280K |
| Leigh Baldwin & Co., LLC | 0.22% | Reduce -8.5% | 9,700 | $271K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -6.0% | 9,534 | $267K |
| Winnacle Wealth LLC | 0.22% | Reduce -5.4% | 8,517 | $238K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -22.4% | 7,749 | $217K |
| BCGM Wealth Management, LLC | 0.07% | No change | 7,610 | $213K |
| UBS Group AG | 0.00% | New | 7,554 | $211K |
| Janney Montgomery Scott LLC | 0.00% | Add +7.1% | 7,540 | $211K |
| BCS Wealth Management | 0.05% | Reduce -17.0% | 7,365 | $206K |
| Allworth Financial LP | 0.00% | Reduce -98.7% | 6,535 | $180K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.4% | 6,200 | $173K |
| Coldstream Capital Management Inc. | 0.00% | New | 4,367 | $122K |
| Mattson Financial Services, LLC | 0.03% | New | 3,674 | $103K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -26.6% | 2,321 | $65K |
| Investment Management Corp. /Va/ | 0.05% | No change | 1,896 | $53K |
| PFS Partners, LLC | 0.02% | Add +10.6% | 1,307 | $37K |
| Compass Financial Services Inc | 0.02% | New | 1,174 | $33K |
| Stonebridge Financial Group, LLC | 0.00% | No change | 1,088 | $30K |
| Assetmark, Inc. | 0.00% | No change | 800 | $22K |
| Wells Fargo & Company | 0.00% | No change | 793 | $22K |
| Morgan Stanley | 0.00% | New | 680 | $19K |
| AE Wealth Management LLC | 0.00% | Reduce -28.6% | 500 | $14K |
| CoreCap Advisors, LLC | 0.00% | No change | 426 | $12K |
| Whipplewood Advisors, LLC | 0.01% | Add +425.2% | 2,064 | $11K |
| Noble Wealth Management PBC | 0.01% | No change | 323 | $9K |
| Spire Wealth Management | 0.00% | No change | 208 | $6K |
| Cape Investment Advisory, Inc. | 0.00% | New | 200 | $6K |
| 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.