KJAN Institutional Ownership & Shareholders
INNOVATOR U.S. SMALL CAP POW (KJAN) is currently held by 133 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $231.69M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Compass Advisory Group Llc is currently the largest disclosed institutional shareholder of KJAN tracked by InsiderSet, reporting ownership valued at approximately $28.24M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $28.38M, representing an estimated gain of +0.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed KJAN value among the investors covered in this analysis. Major shareholders include Compass Advisory Group Llc, Pfs Partners, Llc, Long Island Wealth Management, Inc., and several other long-term asset managers with concentrated positions in INNOVATOR U.S. SMALL CAP POW (KJAN).
This page ranks the largest institutional KJAN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
133
Total Reported Value
$231.69M
Largest Holder
Compass Advisory Group Llc
Largest Position
$28.24M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
93
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Compass Advisory Group Llc | 6.71% | 618,790 | $28,235,388 | $28,377,709 | +$142,321 | +0.50% | |
| Pfs Partners, Llc | 8.95% | 483,485 | $22,020,443 | $22,172,622 | +$152,179 | +0.69% | |
| Long Island Wealth Management, Inc. | 8.57% | 482,098 | $21,957,250 | $22,109,014 | +$151,764 | +0.69% | |
| Osaic Holdings, Inc. | 0.01% | 263,670 | $12,031,094 | $12,091,906 | +$60,812 | +0.51% | |
| Commonwealth Equity Services, Llc | 0.01% | 222,544 | $10,154,680 | $10,205,868 | +$51,188 | +0.50% | |
| Mbl Wealth, Llc | 0.61% | 222,144 | $10,117,593 | $10,187,524 | +$69,931 | +0.69% | |
| Blair William & Co/Il | 0.02% | 156,948 | $7,161,537 | $7,197,635 | +$36,098 | +0.50% | |
| Berkshire Money Management, Inc. | 0.59% | 148,779 | $6,776,170 | $6,823,005 | +$46,835 | +0.69% | |
| Cetera Investment Advisers | 0.01% | 144,469 | $6,592,125 | $6,625,348 | +$33,223 | +0.50% | |
| Kestra Advisory Services, Llc | 0.02% | 124,702 | $5,690,152 | $5,718,834 | +$28,682 | +0.50% | |
| Lpl Financial Llc | 0.00% | 121,791 | $5,557,323 | $5,585,335 | +$28,012 | +0.50% | |
| Bfi Wealth Solutions, Llc | 3.79% | 121,583 | $5,537,523 | $5,575,796 | +$38,273 | +0.69% | |
| Principal Securities, Inc. | 0.06% | 105,876 | $4,831,122 | $4,855,473 | +$24,351 | +0.50% | |
| Advisornet Financial, Inc | 0.18% | 87,197 | $3,919,505 | $3,998,854 | +$79,349 | +2.02% | |
| Raymond James Financial Inc | 0.00% | 75,942 | $3,465,233 | $3,482,700 | +$17,467 | +0.50% | |
| Pallas Capital Advisors Llc | 0.09% | 66,380 | $3,028,920 | $3,044,187 | +$15,267 | +0.50% | |
| Sunbelt Securities, Inc. | 0.17% | 62,861 | $2,622,687 | $2,882,805 | +$260,118 | +9.92% | |
| Investment Management Corp | 2.00% | 52,632 | $2,401,598 | $2,413,704 | +$12,106 | +0.50% | |
| Sherry Group, Inc. | 2.17% | 50,721 | $2,310,102 | $2,326,065 | +$15,963 | +0.69% | |
| Faithward Advisors, Llc | 0.27% | 47,912 | $2,186,225 | $2,197,244 | +$11,019 | +0.50% | |
| Truist Financial Corp | 0.00% | 45,072 | $2,052,813 | $2,067,002 | +$14,189 | +0.69% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 42,973 | $1,955,486 | $1,970,742 | +$15,256 | +0.78% | |
| Wood Tarver Financial Group, Llc | 0.46% | 42,494 | $1,939,000 | $1,948,775 | +$9,775 | +0.50% | |
| Ifp Advisors, Inc | 0.03% | 36,622 | $1,667,956 | $1,679,485 | +$11,529 | +0.69% | |
| Dhjj Financial Advisors, Ltd. | 0.47% | 36,081 | $1,643,317 | $1,654,675 | +$11,358 | +0.69% | |
| Hofer & Associates. Inc | 1.15% | 36,048 | $1,641,791 | $1,653,161 | +$11,370 | +0.69% | |
| Red Crane Wealth Management, Llc | 1.15% | 36,048 | $1,641,791 | $1,653,161 | +$11,370 | +0.69% | |
| Founders Financial Securities Llc | 0.08% | 35,216 | $1,603,920 | $1,615,006 | +$11,086 | +0.69% | |
| Independent Financial Group, Llc | 0.03% | 33,829 | $1,540,749 | $1,551,398 | +$10,649 | +0.69% | |
| Jt Stratford Llc | 0.17% | 33,510 | $1,529,061 | $1,536,769 | +$7,708 | +0.50% | |
| Weaver Consulting Group | 0.29% | 33,245 | $1,514,163 | $1,524,616 | +$10,453 | +0.69% | |
| Jdm Financial Group Llc | 0.48% | 30,561 | $1,394,498 | $1,401,527 | +$7,029 | +0.50% | |
| Fragasso Financial Advisors Inc | 0.07% | 30,059 | $1,371,592 | $1,378,506 | +$6,914 | +0.50% | |
| Capital Analysts, Llc | 0.03% | 29,604 | $1,351,000 | $1,357,639 | +$6,639 | +0.49% | |
| Janney Montgomery Scott Llc | 0.00% | 28,865 | $1,317,000 | $1,323,749 | +$6,749 | +0.51% | |
| Fsa Advisors, Inc. | 0.59% | 27,961 | $1,275,860 | $1,282,291 | +$6,431 | +0.50% | |
| Old Mission Capital Llc | 0.03% | 27,654 | $1,261,852 | $1,268,212 | +$6,360 | +0.50% | |
| Onedigital Investment Advisors Llc | 0.01% | 27,433 | $1,251,768 | $1,258,077 | +$6,309 | +0.50% | |
| Blue Bell Private Wealth Management, Llc | 0.15% | 26,902 | $1,225,257 | $1,233,726 | +$8,469 | +0.69% | |
| Assuredpartners Investment Advisors, Llc | 0.12% | 26,214 | $1,196,145 | $1,202,174 | +$6,029 | +0.50% | |
| Wealth Alliance, Llc | 0.10% | 25,732 | $1,174,137 | $1,180,070 | +$5,933 | +0.51% | |
| Miller Financial Services Llc | 0.88% | 25,453 | $1,159,260 | $1,167,275 | +$8,015 | +0.69% | |
| Brookstone Capital Management | 0.01% | 23,385 | $1,065,075 | $1,072,436 | +$7,361 | +0.69% | |
| First Commonwealth Financial Corp | 0.14% | 22,585 | $1,030,554 | $1,035,748 | +$5,194 | +0.50% | |
| Bcgm Wealth Management, Llc | 0.22% | 22,457 | $1,024,713 | $1,029,878 | +$5,165 | +0.50% | |
| Susquehanna International Group, Llp | 0.00% | 21,575 | $984,467 | $989,430 | +$4,963 | +0.50% | |
| Advisor Os, Llc | 0.06% | 20,836 | $950,747 | $955,539 | +$4,792 | +0.50% | |
| Cornerstone Wealth, Llc/Tn | 0.45% | 20,530 | $932,267 | $941,506 | +$9,239 | +0.99% | |
| Crown Wealth Group, Llc | 0.21% | 18,762 | $854,519 | $860,425 | +$5,906 | +0.69% | |
| Nations Financial Group Inc | 0.04% | 18,310 | $835,485 | $839,697 | +$4,212 | +0.50% |
Frequently asked questions about KJAN
Who are the largest institutional holders of KJAN?
The largest institutional holders of KJAN reported in the latest SEC Form 13F filings include Compass Advisory Group Llc, Pfs Partners, Llc, Long Island Wealth Management, Inc., Osaic Holdings, Inc., and Commonwealth Equity Services, Llc. InsiderSet ranks institutional holders by their latest reported KJAN position.
What is KJAN institutional ownership?
This page tracks KJAN positions reported by institutional investment managers through SEC Form 13F. INNOVATOR U.S. SMALL CAP POW (KJAN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own KJAN?
InsiderSet currently tracks 133 institutional managers reporting KJAN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of KJAN shareholders.
How much KJAN stock do institutions own?
Institutional investment managers disclosed approximately $231.69M in KJAN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was KJAN institutional ownership last updated?
The latest KJAN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional KJAN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its KJAN position after the reporting date.
Are institutions buying or selling KJAN?
Institutional buying and selling can be analyzed by comparing KJAN positions across consecutive 13F reporting periods. InsiderSet's KJAN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View KJAN ownership changes.
How has KJAN institutional ownership changed over time?
InsiderSet tracks KJAN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.