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 $212.11M 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 $25.66M in its March 31, 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 $28.43M, representing an estimated gain of +10.77% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% 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
127
Total Reported Value
$212.11M
Largest Holder
Compass Advisory Group Llc
Largest Position
$25.66M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
137
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 | 6.87% | 615,077 | $25,662,243 | $28,425,784 | +$2,763,541 | +10.77% | |
| Pfs Partners, Llc | 9.12% | 493,805 | $22,532,341 | $22,821,198 | +$288,857 | +1.28% | |
| Long Island Wealth Management, Inc. | 9.15% | 472,994 | $19,734,256 | $21,859,418 | +$2,125,162 | +10.77% | |
| Mbl Wealth, Llc | 0.70% | 224,531 | $10,245,350 | $10,376,700 | +$131,350 | +1.28% | |
| Commonwealth Equity Services, Llc | 0.01% | 222,544 | $10,154,680 | $10,284,871 | +$130,191 | +1.28% | |
| Osaic Holdings, Inc. | 0.01% | 234,257 | $9,773,379 | $10,826,187 | +$1,052,808 | +10.77% | |
| Blair William & Co/Il | 0.02% | 177,539 | $7,407,282 | $8,204,965 | +$797,683 | +10.77% | |
| Cetera Investment Advisers | 0.01% | 167,247 | $6,977,884 | $7,729,320 | +$751,436 | +10.77% | |
| Berkshire Money Management, Inc. | 0.62% | 148,779 | $6,788,786 | $6,875,821 | +$87,035 | +1.28% | |
| Kestra Advisory Services, Llc | 0.02% | 124,702 | $5,690,152 | $5,763,103 | +$72,951 | +1.28% | |
| Principal Securities, Inc. | 0.06% | 105,876 | $4,831,122 | $4,893,059 | +$61,937 | +1.28% | |
| Bfi Wealth Solutions, Llc | 4.56% | 113,217 | $4,757,383 | $5,232,324 | +$474,941 | +9.98% | |
| Lpl Financial Llc | 0.00% | 105,743 | $4,411,809 | $4,886,913 | +$475,104 | +10.77% | |
| Advisornet Financial, Inc | 0.18% | 88,373 | $4,032,460 | $4,084,158 | +$51,698 | +1.28% | |
| Raymond James Financial Inc | 0.00% | 77,086 | $3,216,182 | $3,562,529 | +$346,347 | +10.77% | |
| Pallas Capital Advisors Llc | 0.10% | 63,294 | $2,640,753 | $2,925,132 | +$284,379 | +10.77% | |
| Sunbelt Securities, Inc. | 0.17% | 62,861 | $2,622,687 | $2,905,121 | +$282,434 | +10.77% | |
| Investment Management Corp | 2.00% | 52,632 | $2,401,598 | $2,432,388 | +$30,790 | +1.28% | |
| Truist Financial Corp | 0.00% | 51,626 | $2,355,694 | $2,385,896 | +$30,202 | +1.28% | |
| Faithward Advisors, Llc | 0.29% | 47,935 | $1,999,944 | $2,215,316 | +$215,372 | +10.77% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 43,514 | $1,987,067 | $2,011,000 | +$23,933 | +1.20% | |
| Ifp Advisors, Inc | 0.03% | 36,468 | $1,664,035 | $1,685,369 | +$21,334 | +1.28% | |
| Dhjj Financial Advisors, Ltd. | 0.48% | 36,440 | $1,662,758 | $1,684,075 | +$21,317 | +1.28% | |
| Red Crane Wealth Management, Llc | 1.19% | 35,387 | $1,614,709 | $1,635,410 | +$20,701 | +1.28% | |
| Independent Financial Group, Llc | 0.03% | 33,981 | $1,550,553 | $1,570,432 | +$19,879 | +1.28% | |
| Weaver Consulting Group | 0.31% | 33,254 | $1,517,393 | $1,536,834 | +$19,441 | +1.28% | |
| Jt Stratford Llc | 0.18% | 33,560 | $1,400,190 | $1,550,975 | +$150,785 | +10.77% | |
| Founders Financial Securities Llc | 0.07% | 30,527 | $1,392,947 | $1,410,805 | +$17,858 | +1.28% | |
| Fragasso Financial Advisors Inc | 0.07% | 30,190 | $1,377,570 | $1,395,231 | +$17,661 | +1.28% | |
| Fsa Advisors, Inc. | 0.80% | 29,111 | $1,214,569 | $1,345,365 | +$130,796 | +10.77% | |
| Miller Financial Services Llc | 0.95% | 25,803 | $1,177,389 | $1,192,486 | +$15,097 | +1.28% | |
| Onedigital Investment Advisors Llc | 0.01% | 27,009 | $1,126,870 | $1,248,221 | +$121,351 | +10.77% | |
| Assuredpartners Investment Advisors, Llc | 0.12% | 26,545 | $1,117,566 | $1,226,777 | +$109,211 | +9.77% | |
| Brookstone Capital Management | 0.01% | 23,785 | $1,085,310 | $1,099,224 | +$13,914 | +1.28% | |
| Blue Bell Private Wealth Management, Llc | 0.16% | 25,872 | $1,079,432 | $1,195,674 | +$116,242 | +10.77% | |
| Wealth Alliance, Llc | 0.11% | 25,732 | $1,073,577 | $1,189,204 | +$115,627 | +10.77% | |
| Bcgm Wealth Management, Llc | 0.22% | 22,457 | $1,024,713 | $1,037,850 | +$13,137 | +1.28% | |
| Vanweelden Wealth Management, Llc | 0.81% | 24,434 | $1,019,435 | $1,129,217 | +$109,782 | +10.77% | |
| Cornerstone Wealth, Llc/Tn | 0.47% | 20,517 | $937,730 | $948,193 | +$10,463 | +1.12% | |
| Hightower Advisors, Llc | 0.00% | 20,861 | $870,363 | $964,091 | +$93,728 | +10.77% | |
| Advisor Os, Llc | 0.06% | 20,836 | $869,320 | $962,936 | +$93,616 | +10.77% | |
| Crown Wealth Group, Llc | 0.22% | 18,762 | $856,110 | $867,086 | +$10,976 | +1.28% | |
| Nations Financial Group Inc | 0.04% | 18,310 | $835,485 | $846,197 | +$10,712 | +1.28% | |
| First Commonwealth Financial Corp | 0.13% | 18,925 | $789,589 | $874,619 | +$85,030 | +10.77% | |
| Advisory Services Network, Llc | 0.01% | 18,114 | $755,767 | $837,139 | +$81,372 | +10.77% | |
| Royal Bank Of Canada | 0.00% | 17,659 | $737,000 | $816,111 | +$79,111 | +10.73% | |
| Cresset Asset Management, Llc | 0.00% | 16,550 | $690,499 | $764,858 | +$74,359 | +10.77% | |
| Envestnet Asset Management Inc | 0.00% | 14,636 | $667,856 | $676,403 | +$8,547 | +1.28% | |
| Gwn Securities Inc. | 0.12% | 15,326 | $639,438 | $708,291 | +$68,853 | +10.77% | |
| World Investment Advisors | 0.01% | 15,213 | $634,726 | $703,069 | +$68,343 | +10.77% |
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.