Innovator U.S. Small Cap PowKJULETF
13F holders, Q2 2025 (June 30)80holders −7
9new positions
15sold out
$29.21avg. 13F price*
At the end of Q2 2025, 80 institutions reported holding Innovator U.S. Small Cap Pow (KJUL) in their 13F filings, down 7 from Q1 2025. 9 opened new positions and 15 sold out. The largest holders were Commonwealth Equity Services, LLC ($10.1M), HighTower Advisors, LLC ($6.3M) and Cary Street Partners Financial LLC ($4.5M).
- Company
- Innovator U.S. Small Cap Pow
- CUSIP
- 45782C284
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $15.2M |
| Exits | 15 | $32.4M |
All 13F filers, Q1 2025 → Q2 2025: 773,541 shares bought and 1,461,934 shares sold, net −688,393 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 80 holders
| Commonwealth Equity Services, LLC | 0.01% | Add +29.4% | 346,488 | $10.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -52.1% | 216,716 | $6.3M |
| Cary Street Partners Financial LLC | 0.13% | New | 154,931 | $4.5M |
| XML Financial, LLC | 0.38% | New | 151,735 | $4.4M |
| Osaic Holdings, Inc. | 0.01% | Add +24.0% | 141,131 | $4.1M |
| Trek Financial, LLC | 0.21% | New | 107,774 | $3.1M |
| Cetera Investment Advisers | 0.00% | Reduce -7.4% | 94,739 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +18.7% | 88,728 | $2.6M |
| Berger Financial Group, Inc | 0.14% | Add +0.9% | 72,831 | $2.1M |
| Blair William & Co. | 0.01% | Reduce -1.0% | 71,177 | $2.1M |
| Principal Securities, Inc. | 0.04% | Reduce -1.2% | 69,298 | $2.0M |
| Red Crane Wealth Management, LLC | 1.80% | New | 67,607 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +77.0% | 59,807 | $1.8M |
| Crown Wealth Group, LLC | 0.63% | Add +365.6% | 57,344 | $1.7M |
| Diligent Investors, LLC | 0.38% | Reduce -1.1% | 55,299 | $1.6M |
| Cypress Wealth Services, LLC | 0.26% | Reduce -1.2% | 50,154 | $1.5M |
| ODonnell Financial Services, LLC | 0.55% | Reduce -5.1% | 49,186 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -15.3% | 48,870 | $1.4M |
| Independent Financial Group, LLC | 0.04% | Add +5.9% | 48,116 | $1.4M |
| Fragasso Financial Advisors Inc | 0.09% | Reduce -8.2% | 47,030 | $1.4M |
| Compass Advisory Group LLC | 0.43% | No change | 46,084 | $1.3M |
| Corrado Advisors, LLC | 0.77% | Reduce -1.1% | 43,324 | $1.3M |
| Long Island Wealth Management, Inc. | 0.64% | Add +29.0% | 42,256 | $1.2M |
| LPL Financial LLC | 0.00% | Add +38.5% | 41,891 | $1.2M |
| Capital Investment Advisory Services, LLC | 0.09% | No change | 39,289 | $1.1M |
| M Holdings Securities, Inc. | 0.20% | Add +8.8% | 39,127 | $1.1M |
| Focus Partners Wealth | 0.00% | Add +29.4% | 37,685 | $1.1M |
| Jacobi Capital Management LLC | 0.07% | Add +3.4% | 35,428 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -30.4% | 34,487 | $1.0M |
| Gill Capital Partners, LLC | 0.30% | No change | 32,416 | $946K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -12.3% | 28,602 | $835K |
| IFP Advisors, Inc | 0.02% | Add +27.0% | 27,069 | $790K |
| WorthPointe, LLC | 0.32% | No change | 25,869 | $755K |
| Truist Financial Corp. | 0.00% | Reduce -0.5% | 24,954 | $729K |
| DHJJ Financial Advisors, Ltd. | 0.26% | Add +3.6% | 24,889 | $727K |
| Wood Tarver Financial Group, LLC | 0.21% | Reduce -23.9% | 24,179 | $705K |
| Straight Path Wealth Management | 0.23% | New | 22,951 | $670K |
| Global Strategic Investment Solutions, LLC | 0.07% | Reduce -12.0% | 22,369 | $653K |
| Capital Analysts, LLC | 0.02% | Reduce -2.6% | 21,584 | $630K |
| Founders Financial Securities LLC | 0.04% | Add +32.5% | 20,198 | $590K |
| Tradition Wealth Management, LLC | 0.04% | Reduce -2.7% | 18,333 | $535K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 16,778 | $501K |
| Blue Bell Private Wealth Management, LLC | 0.08% | Reduce -2.1% | 17,021 | $497K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -7.5% | 15,891 | $464K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.6% | 15,455 | $451K |
| Wealth Alliance, LLC | 0.05% | No change | 15,047 | $439K |
| MML Investors Services, LLC | 0.00% | Reduce -1.1% | 14,384 | $420K |
| UBS Group AG | 0.00% | Add +70.0% | 12,841 | $375K |
| Outlook Wealth Advisors, LLC | 0.10% | No change | 12,711 | $371K |
| FSA Advisors, Inc. | 0.28% | Reduce -2.6% | 11,895 | $347K |
| Leigh Baldwin & Co., LLC | 0.21% | Add +15.5% | 11,200 | $327K |
| Miller Financial Services LLC | 0.41% | Reduce -0.6% | 10,961 | $320K |
| Sunbelt Securities, Inc. | 0.03% | Add +1.9% | 10,822 | $319K |
| Wealthgarden F.S. LLC | 0.26% | Reduce -6.9% | 10,677 | $314K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 10,408 | $308K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -5.5% | 10,358 | $302K |
| Valtinson Bruner Financial Planning LLC | 0.09% | Reduce -11.3% | 10,057 | $294K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -4.1% | 9,142 | $267K |
| Atria Wealth Solutions, Inc. | 0.01% | No change | 7,749 | $228K |
| BCGM Wealth Management, LLC | 0.06% | No change | 7,610 | $222K |
| Janney Montgomery Scott LLC | 0.00% | No change | 7,540 | $220K |
| BCS Wealth Management | 0.05% | Add +1.0% | 7,440 | $217K |
| Acas, LLC | 0.14% | New | 7,134 | $216K |
| Sigma Planning Corp | 0.01% | New | 7,023 | $205K |
| Allworth Financial LP | 0.00% | No change | 6,535 | $191K |
| Harbour Investments, Inc. | 0.00% | No change | 6,200 | $181K |
| PFS Partners, LLC | 0.09% | Add +352.3% | 5,912 | $173K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +16.2% | 2,698 | $79K |
| Investment Management Corp. /Va/ | 0.05% | No change | 1,896 | $55K |
| CoreCap Advisors, LLC | 0.00% | Add +276.3% | 1,603 | $47K |
| Compass Financial Services Inc | 0.02% | No change | 1,174 | $34K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,000 | $29K |
| Evolution Wealth Management Inc. | 0.03% | — | 901 | $26K |
| Wells Fargo & Company | 0.00% | No change | 793 | $23K |
| Morgan Stanley | 0.00% | No change | 680 | $20K |
| AE Wealth Management LLC | 0.00% | No change | 500 | $15K |
| Whipplewood Advisors, LLC | 0.01% | Reduce -81.0% | 393 | $11K |
| Spire Wealth Management | 0.00% | No change | 208 | $6K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 200 | $6K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 103 | $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.