INNOVATOR U.S. SMALL CAP POW (KJAN) Institutional Shareholders
INNOVATOR U.S. SMALL CAP POW (KJAN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $228.85M in KJAN holdings during the latest filing period.
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 $28.45M, representing an estimated gain of +0.75% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% 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
130
Total Reported Value
$228.85M
Largest Holder
Compass Advisory Group Llc
Largest Position
$28.24M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
131
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 | $28,445,776 | +$210,388 | +0.75% | |
| Pfs Partners, Llc | 9.12% | 493,805 | $22,532,341 | $22,700,216 | +$167,875 | +0.75% | |
| Long Island Wealth Management, Inc. | 8.97% | 476,337 | $21,735,257 | $21,897,212 | +$161,955 | +0.75% | |
| Osaic Holdings, Inc. | 0.01% | 263,670 | $12,031,094 | $12,120,910 | +$89,816 | +0.75% | |
| Mbl Wealth, Llc | 0.70% | 224,531 | $10,245,350 | $10,321,690 | +$76,340 | +0.75% | |
| Commonwealth Equity Services, Llc | 0.01% | 222,544 | $10,154,680 | $10,230,348 | +$75,668 | +0.75% | |
| Blair William & Co/Il | 0.02% | 156,948 | $7,161,537 | $7,214,900 | +$53,363 | +0.75% | |
| Berkshire Money Management, Inc. | 0.62% | 148,779 | $6,788,786 | $6,839,371 | +$50,585 | +0.75% | |
| Cetera Investment Advisers | 0.01% | 144,469 | $6,592,125 | $6,641,240 | +$49,115 | +0.75% | |
| Kestra Advisory Services, Llc | 0.02% | 124,702 | $5,690,152 | $5,732,551 | +$42,399 | +0.75% | |
| Lpl Financial Llc | 0.00% | 121,791 | $5,557,323 | $5,598,732 | +$41,409 | +0.75% | |
| Bfi Wealth Solutions, Llc | 3.84% | 113,715 | $5,188,817 | $5,227,479 | +$38,662 | +0.75% | |
| Principal Securities, Inc. | 0.06% | 105,876 | $4,831,122 | $4,867,120 | +$35,998 | +0.75% | |
| Advisornet Financial, Inc | 0.18% | 88,373 | $4,032,460 | $4,062,507 | +$30,047 | +0.75% | |
| Raymond James Financial Inc | 0.00% | 75,942 | $3,465,233 | $3,491,054 | +$25,821 | +0.75% | |
| Pallas Capital Advisors Llc | 0.09% | 66,380 | $3,028,920 | $3,051,489 | +$22,569 | +0.75% | |
| Sunbelt Securities, Inc. | 0.17% | 62,861 | $2,622,687 | $2,889,720 | +$267,033 | +10.18% | |
| Investment Management Corp | 2.00% | 52,632 | $2,401,598 | $2,419,493 | +$17,895 | +0.75% | |
| Truist Financial Corp | 0.00% | 51,626 | $2,355,694 | $2,373,247 | +$17,553 | +0.75% | |
| Faithward Advisors, Llc | 0.27% | 47,912 | $2,186,225 | $2,202,515 | +$16,290 | +0.75% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 43,514 | $1,987,067 | $2,000,339 | +$13,272 | +0.67% | |
| Wood Tarver Financial Group, Llc | 0.46% | 42,494 | $1,939,000 | $1,953,449 | +$14,449 | +0.75% | |
| Ifp Advisors, Inc | 0.03% | 36,468 | $1,664,035 | $1,676,434 | +$12,399 | +0.75% | |
| Dhjj Financial Advisors, Ltd. | 0.48% | 36,440 | $1,662,758 | $1,675,147 | +$12,389 | +0.75% | |
| Red Crane Wealth Management, Llc | 1.19% | 35,387 | $1,614,709 | $1,626,740 | +$12,031 | +0.75% | |
| Independent Financial Group, Llc | 0.03% | 33,981 | $1,550,553 | $1,562,107 | +$11,554 | +0.75% | |
| Jt Stratford Llc | 0.17% | 33,510 | $1,529,061 | $1,540,455 | +$11,394 | +0.75% | |
| Weaver Consulting Group | 0.31% | 33,254 | $1,517,393 | $1,528,686 | +$11,293 | +0.74% | |
| Jdm Financial Group Llc | 0.48% | 30,561 | $1,394,498 | $1,404,889 | +$10,391 | +0.75% | |
| Founders Financial Securities Llc | 0.07% | 30,527 | $1,392,947 | $1,403,326 | +$10,379 | +0.75% | |
| Fragasso Financial Advisors Inc | 0.07% | 30,190 | $1,377,570 | $1,387,834 | +$10,264 | +0.75% | |
| Capital Analysts, Llc | 0.03% | 29,604 | $1,351,000 | $1,360,896 | +$9,896 | +0.73% | |
| Janney Montgomery Scott Llc | 0.00% | 28,865 | $1,317,000 | $1,326,924 | +$9,924 | +0.75% | |
| Fsa Advisors, Inc. | 0.59% | 27,961 | $1,275,860 | $1,285,367 | +$9,507 | +0.75% | |
| Old Mission Capital Llc | 0.03% | 27,654 | $1,261,852 | $1,271,254 | +$9,402 | +0.75% | |
| Onedigital Investment Advisors Llc | 0.01% | 27,433 | $1,251,768 | $1,261,095 | +$9,327 | +0.75% | |
| Blue Bell Private Wealth Management, Llc | 0.15% | 26,951 | $1,229,774 | $1,238,937 | +$9,163 | +0.75% | |
| Assuredpartners Investment Advisors, Llc | 0.12% | 26,214 | $1,196,145 | $1,205,058 | +$8,913 | +0.75% | |
| Miller Financial Services Llc | 0.95% | 25,803 | $1,177,389 | $1,186,164 | +$8,775 | +0.75% | |
| Wealth Alliance, Llc | 0.10% | 25,732 | $1,174,137 | $1,182,900 | +$8,763 | +0.75% | |
| Brookstone Capital Management | 0.01% | 23,785 | $1,085,310 | $1,093,396 | +$8,086 | +0.75% | |
| First Commonwealth Financial Corp | 0.14% | 22,585 | $1,030,554 | $1,038,232 | +$7,678 | +0.75% | |
| Bcgm Wealth Management, Llc | 0.22% | 22,457 | $1,024,713 | $1,032,348 | +$7,635 | +0.75% | |
| Susquehanna International Group, Llp | 0.00% | 21,575 | $984,467 | $991,803 | +$7,336 | +0.75% | |
| Advisor Os, Llc | 0.06% | 20,836 | $950,747 | $957,831 | +$7,084 | +0.75% | |
| Cornerstone Wealth, Llc/Tn | 0.47% | 20,517 | $937,730 | $943,166 | +$5,436 | +0.58% | |
| Crown Wealth Group, Llc | 0.22% | 18,762 | $856,110 | $862,489 | +$6,379 | +0.75% | |
| Nations Financial Group Inc | 0.04% | 18,310 | $835,485 | $841,711 | +$6,226 | +0.75% | |
| Advisory Services Network, Llc | 0.01% | 17,864 | $815,151 | $821,208 | +$6,057 | +0.74% | |
| Cresset Asset Management, Llc | 0.00% | 16,550 | $755,177 | $760,804 | +$5,627 | +0.75% |
Frequently asked questions about KJAN
Who owns the most KJAN stock?
The largest holders of KJAN are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNOVATOR U.S. SMALL CAP POW (KJAN).
Is KJAN widely held by superinvestors?
Many widely followed stocks like KJAN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly KJAN is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.