INNOVATOR U.S. SMALL CAP POW (KJUL) Institutional Ownership Changes & 13F Activity

INNOVATOR U.S. SMALL CAP POW (KJUL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Allworth Financial Lp, Osaic Holdings, Inc., Lpl Financial Llc, Gwn Securities Inc., and First Commonwealth Financial Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Gill Capital Partners, LlcSell-805-2.5%31,611$1.07MQ2 2026Aug 20, 2026
Jdm Financial Group LlcBuy+6969$2.34KQ2 2026Aug 18, 2026
Fsa Advisors, Inc.Buy+3,040+25.9%14,770$501.74KQ2 2026Aug 17, 2026
Osaic Holdings, Inc.Buy+34,572+31.2%145,327$4.94MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+9,815+14.8%76,259$2.59MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+2,5842,584$87.78KQ2 2026Aug 14, 2026
World Investment AdvisorsSell-1,268-12.7%8,722$292.52KQ2 2026Aug 14, 2026
Morgan StanleySell-200-29.4%480$16.31KQ2 2026Aug 13, 2026
Wood Tarver Financial Group, LlcSell-164-0.6%25,848$878.00KQ2 2026Aug 13, 2026
First Commonwealth Financial CorpBuy+18,09518,095$614.69KQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-2,138-2.0%102,578$3.48MQ2 2026Aug 12, 2026
Odonnell Financial Services, LlcSell-843-2.4%34,222$1.16MQ2 2026Aug 12, 2026
Allworth Financial LpSell-937,742-98.6%13,028$442.56KQ2 2026Aug 11, 2026
Compass Advisory Group LlcSell-755-1.4%53,362$1.81MQ2 2026Aug 11, 2026
Keating Financial Advisory Services, Inc.Buy+252+1.9%13,703$465.49KQ2 2026Aug 11, 2026
Arax Advisory PartnersBuy+8,1338,133$276.28KQ2 2026Aug 10, 2026
Forvis Mazars Wealth Advisors, LlcSell-804-8.0%9,239$313.85KQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+28,377+47.4%88,253$3.00MQ2 2026Aug 07, 2026
Long Island Wealth Management, Inc.Buy+8,683+19.5%53,197$1.81MQ2 2026Aug 07, 2026
Mml Investors Services, LlcBuy+5,213+27.1%24,475$831.42KQ2 2026Aug 07, 2026
Bfi Wealth Solutions, LlcBuy+4,154+6.6%66,819$2.27MQ2 2026Aug 07, 2026
Sigma Planning CorpSell-501-7.2%6,476$219.99KQ2 2026Aug 07, 2026
Luminist Capital LlcBuy+360360$11.82KQ2 2026Aug 07, 2026
Blue Bell Private Wealth Management, LlcSell-498-3.0%15,996$543.38KQ2 2026Aug 06, 2026
Gwn Securities Inc.Buy+24,76724,767$841.34KQ2 2026Aug 05, 2026
Janney Montgomery Scott LlcBuy+6,0406,040$205.00KQ2 2026Aug 05, 2026
Capital Analysts, LlcBuy+409+1.9%21,541$732.00KQ2 2026Aug 05, 2026
Berger Financial Group, IncSell-662-0.9%71,588$2.43MQ2 2026Aug 04, 2026
Principal Securities, Inc.Sell-519-0.6%89,914$3.05MQ2 2026Aug 04, 2026
Outlook Wealth Advisors, LlcSell-1,688-18.3%7,560$256.81KQ2 2026Aug 03, 2026
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Frequently asked questions about KJUL activity

  • Which institutional owners are buying KJUL?

    Institutional owners buying KJUL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in KJUL activity?

    "Buy" means an investor increased their reported position in KJUL compared to the prior reporting period. This reflects growing exposure to INNOVATOR U.S. SMALL CAP POW (KJUL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in KJUL increasing?

    Institutional interest in KJUL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.