Innovator U.S. Small Cap PowKJULETF
13F holders, Q1 2026 (March 31)81holders −4
4new positions
9sold out
$31.99avg. 13F price*
At the end of Q1 2026, 81 institutions reported holding Innovator U.S. Small Cap Pow (KJUL) in their 13F filings, down 4 from Q4 2025. 4 opened new positions and 9 sold out. The largest holders were Allworth Financial LP ($30.5M), Commonwealth Equity Services, LLC ($8.3M) and XML Financial, LLC ($4.1M).
- Company
- Innovator U.S. Small Cap Pow
- CUSIP
- 45782C284
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $439K |
| Exits | 9 | $2.5M |
All 13F filers, Q4 2025 → Q1 2026: 1,008,532 shares bought and 938,301 shares sold, net +70,231 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 81 holders
| Allworth Financial LP | 0.12% | Add +13171.5% | 950,770 | $30.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.0% | 258,334 | $8.3M |
| XML Financial, LLC | 0.33% | Reduce -3.8% | 128,193 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -25.5% | 110,755 | $3.5M |
| Cetera Investment Advisers | 0.00% | Reduce -3.6% | 104,716 | $3.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +20.2% | 95,946 | $3.1M |
| Principal Securities, Inc. | 0.04% | Reduce -0.3% | 90,433 | $2.9M |
| Red Crane Wealth Management, LLC | 2.12% | Add +7.5% | 80,443 | $2.6M |
| Berger Financial Group, Inc | 0.13% | Reduce -1.4% | 72,250 | $2.3M |
| Blair William & Co. | 0.01% | Reduce -0.7% | 68,387 | $2.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.9% | 66,444 | $2.1M |
| BFI Wealth Solutions, LLC | 1.94% | Add +46.5% | 62,665 | $2.0M |
| LPL Financial LLC | 0.00% | Add +3.0% | 59,876 | $1.9M |
| Diligent Investors, LLC | 0.45% | No change | 57,159 | $1.8M |
| Compass Advisory Group LLC | 0.46% | Reduce -88.8% | 54,117 | $1.7M |
| Independent Financial Group, LLC | 0.03% | No change | 46,053 | $1.5M |
| Long Island Wealth Management, Inc. | 0.66% | Reduce -3.0% | 44,514 | $1.4M |
| Fragasso Financial Advisors Inc | 0.08% | Reduce -0.8% | 40,637 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -16.0% | 48,326 | $1.3M |
| Focus Partners Wealth | 0.00% | Reduce -0.7% | 37,435 | $1.2M |
| Founders Financial Securities LLC | 0.07% | Add +18.5% | 35,131 | $1.2M |
| Cornerstone Wealth, LLC | 0.64% | — | 34,276 | $1.1M |
| ODonnell Financial Services, LLC | 0.39% | Reduce -2.1% | 35,065 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.6% | 34,313 | $1.1M |
| Jacobi Capital Management LLC | 0.06% | No change | 32,545 | $1.0M |
| Gill Capital Partners, LLC | 0.30% | No change | 32,416 | $1.0M |
| Truist Financial Corp. | 0.00% | Reduce -0.0% | 27,635 | $885K |
| IFP Advisors, Inc | 0.02% | Add +4.2% | 27,339 | $876K |
| Wood Tarver Financial Group, LLC | 0.23% | No change | 26,012 | $833K |
| WorthPointe, LLC | 0.22% | Reduce -1.8% | 25,159 | $806K |
| DHJJ Financial Advisors, Ltd. | 0.26% | Reduce -2.5% | 24,613 | $788K |
| Straight Path Wealth Management | 0.20% | Add +0.4% | 23,562 | $755K |
| Capital Analysts, LLC | 0.02% | No change | 21,132 | $677K |
| Old Mission Capital LLC | 0.02% | Reduce -54.0% | 20,886 | $669K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -80.3% | 20,619 | $660K |
| MML Investors Services, LLC | 0.00% | Reduce -13.5% | 19,262 | $617K |
| Tradition Wealth Management, LLC | 0.04% | No change | 18,322 | $587K |
| HighTower Advisors, LLC | 0.00% | Reduce -91.6% | 18,065 | $579K |
| Global Trust Wealth Management LLC | 0.41% | No change | 17,000 | $545K |
| Blue Bell Private Wealth Management, LLC | 0.08% | No change | 16,494 | $528K |
| Wealth Alliance, LLC | 0.05% | Reduce -1.1% | 16,074 | $515K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.0% | 15,152 | $485K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -13.2% | 14,557 | $484K |
| BCS Wealth Management | 0.09% | Reduce -50.4% | 14,127 | $452K |
| Keating Financial Advisory Services, Inc. | 0.07% | Reduce -7.7% | 13,451 | $431K |
| FSA Advisors, Inc. | 0.25% | No change | 11,730 | $376K |
| Global Strategic Investment Solutions, LLC | 0.04% | Reduce -46.4% | 11,392 | $365K |
| Miller Financial Services LLC | 0.38% | Reduce -2.3% | 10,711 | $343K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -0.5% | 10,312 | $330K |
| Valtinson Bruner Financial Planning LLC | 0.09% | No change | 10,057 | $322K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -11.0% | 10,043 | $322K |
| World Investment Advisors | 0.01% | Reduce -1.1% | 9,990 | $320K |
| Outlook Wealth Advisors, LLC | 0.07% | Reduce -25.2% | 9,248 | $296K |
| Advisor OS, LLC | 0.02% | New | 9,226 | $296K |
| PFS Partners, LLC | 0.13% | No change | 9,147 | $293K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -4.8% | 8,481 | $272K |
| Crown Wealth Group, LLC | 0.07% | No change | 7,946 | $255K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -24.6% | 7,842 | $253K |
| BCGM Wealth Management, LLC | 0.06% | No change | 7,610 | $244K |
| Sigma Planning Corp | 0.01% | Reduce -0.3% | 6,977 | $223K |
| Phoenix Financial Ltd. | 0.00% | Reduce -5.5% | 6,915 | $221K |
| Seros Financial, LLC | 0.14% | No change | 6,698 | $215K |
| Winnacle Wealth LLC | 0.16% | Reduce -12.0% | 6,442 | $206K |
| AE Wealth Management LLC | 0.00% | Reduce -5.0% | 5,373 | $172K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | No change | 5,135 | $164K |
| Advisory Services Network, LLC | 0.00% | New | 3,747 | $120K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 2,167 | $69K |
| Harbour Investments, Inc. | 0.00% | Add +30.2% | 1,837 | $59K |
| CoreCap Advisors, LLC | 0.00% | Add +26.9% | 1,783 | $57K |
| PlanVest Financial, Inc | 0.04% | — | 1,465 | $47K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -86.5% | 1,282 | $41K |
| Evolution Wealth Management Inc. | 0.02% | No change | 878 | $28K |
| Morgan Stanley | 0.00% | No change | 680 | $22K |
| TopTier Wealth Management, LLC | 0.01% | New | 537 | $17K |
| UBS Group AG | 0.00% | Add +247.9% | 501 | $16K |
| Whipplewood Advisors, LLC | 0.01% | No change | 393 | $13K |
| Noble Wealth Management PBC | 0.00% | Reduce -17.2% | 240 | $8K |
| Spire Wealth Management | 0.00% | No change | 208 | $7K |
| IFG Advisory, LLC | 0.02% | New | 200 | $6K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 103 | $3K |
| JDM Financial Group LLC | 0.00% | No change | 69 | $2K |
"% 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.