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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Gill Capital Partners, Llc | Sell | -805 | -2.5% | 31,611 | $1.07M | Q2 2026 | Aug 20, 2026 |
| Jdm Financial Group Llc | Buy | +69 | — | 69 | $2.34K | Q2 2026 | Aug 18, 2026 |
| Fsa Advisors, Inc. | Buy | +3,040 | +25.9% | 14,770 | $501.74K | Q2 2026 | Aug 17, 2026 |
| Osaic Holdings, Inc. | Buy | +34,572 | +31.2% | 145,327 | $4.94M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +9,815 | +14.8% | 76,259 | $2.59M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +2,584 | — | 2,584 | $87.78K | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Sell | -1,268 | -12.7% | 8,722 | $292.52K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -200 | -29.4% | 480 | $16.31K | Q2 2026 | Aug 13, 2026 |
| Wood Tarver Financial Group, Llc | Sell | -164 | -0.6% | 25,848 | $878.00K | Q2 2026 | Aug 13, 2026 |
| First Commonwealth Financial Corp | Buy | +18,095 | — | 18,095 | $614.69K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -2,138 | -2.0% | 102,578 | $3.48M | Q2 2026 | Aug 12, 2026 |
| Odonnell Financial Services, Llc | Sell | -843 | -2.4% | 34,222 | $1.16M | Q2 2026 | Aug 12, 2026 |
| Allworth Financial Lp | Sell | -937,742 | -98.6% | 13,028 | $442.56K | Q2 2026 | Aug 11, 2026 |
| Compass Advisory Group Llc | Sell | -755 | -1.4% | 53,362 | $1.81M | Q2 2026 | Aug 11, 2026 |
| Keating Financial Advisory Services, Inc. | Buy | +252 | +1.9% | 13,703 | $465.49K | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | Buy | +8,133 | — | 8,133 | $276.28K | Q2 2026 | Aug 10, 2026 |
| Forvis Mazars Wealth Advisors, Llc | Sell | -804 | -8.0% | 9,239 | $313.85K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +28,377 | +47.4% | 88,253 | $3.00M | Q2 2026 | Aug 07, 2026 |
| Long Island Wealth Management, Inc. | Buy | +8,683 | +19.5% | 53,197 | $1.81M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +5,213 | +27.1% | 24,475 | $831.42K | Q2 2026 | Aug 07, 2026 |
| Bfi Wealth Solutions, Llc | Buy | +4,154 | +6.6% | 66,819 | $2.27M | Q2 2026 | Aug 07, 2026 |
| Sigma Planning Corp | Sell | -501 | -7.2% | 6,476 | $219.99K | Q2 2026 | Aug 07, 2026 |
| Luminist Capital Llc | Buy | +360 | — | 360 | $11.82K | Q2 2026 | Aug 07, 2026 |
| Blue Bell Private Wealth Management, Llc | Sell | -498 | -3.0% | 15,996 | $543.38K | Q2 2026 | Aug 06, 2026 |
| Gwn Securities Inc. | Buy | +24,767 | — | 24,767 | $841.34K | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott Llc | Buy | +6,040 | — | 6,040 | $205.00K | Q2 2026 | Aug 05, 2026 |
| Capital Analysts, Llc | Buy | +409 | +1.9% | 21,541 | $732.00K | Q2 2026 | Aug 05, 2026 |
| Berger Financial Group, Inc | Sell | -662 | -0.9% | 71,588 | $2.43M | Q2 2026 | Aug 04, 2026 |
| Principal Securities, Inc. | Sell | -519 | -0.6% | 89,914 | $3.05M | Q2 2026 | Aug 04, 2026 |
| Outlook Wealth Advisors, Llc | Sell | -1,688 | -18.3% | 7,560 | $256.81K | Q2 2026 | Aug 03, 2026 |
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.