INNOVATOR U.S. SMALL CAP POW (KJUL) Institutional Shareholders
INNOVATOR U.S. SMALL CAP POW (KJUL) 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 $103.16M in KJUL holdings during the latest filing period.
Allworth Financial Lp is currently the largest disclosed institutional shareholder of KJUL tracked by InsiderSet, reporting ownership valued at approximately $30.45M 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 $32.53M, representing an estimated gain of +6.81% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed KJUL value among the investors covered in this analysis. Major shareholders include Allworth Financial Lp, Commonwealth Equity Services, Llc, Cornerstone Wealth, Llc/Tn, and several other long-term asset managers with concentrated positions in INNOVATOR U.S. SMALL CAP POW (KJUL).
This page ranks the largest institutional KJUL 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
79
Total Reported Value
$103.16M
Largest Holder
Allworth Financial Lp
Largest Position
$30.45M
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 |
|---|---|---|---|---|---|---|---|
| Allworth Financial Lp | 0.12% | 950,770 | $30,452,974 | $32,525,842 | +$2,072,868 | +6.81% | |
| Commonwealth Equity Services, Llc | 0.01% | 256,239 | $8,704,440 | $8,765,936 | +$61,496 | +0.71% | |
| Cornerstone Wealth, Llc/Tn | 1.90% | 111,076 | $3,751,037 | $3,799,910 | +$48,873 | +1.30% | |
| Osaic Holdings, Inc. | 0.01% | 110,755 | $3,547,422 | $3,788,929 | +$241,507 | +6.81% | |
| Cetera Investment Advisers | 0.00% | 104,716 | $3,354,033 | $3,582,334 | +$228,301 | +6.81% | |
| Principal Securities, Inc. | 0.04% | 90,433 | $2,896,550 | $3,093,713 | +$197,163 | +6.81% | |
| Red Crane Wealth Management, Llc | 1.95% | 78,164 | $2,655,231 | $2,673,990 | +$18,759 | +0.71% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 86,460 | $2,599,005 | $2,957,797 | +$358,792 | +13.80% | |
| Berger Financial Group, Inc | 0.13% | 72,250 | $2,314,154 | $2,471,673 | +$157,519 | +6.81% | |
| Blair William & Co/Il | 0.01% | 68,387 | $2,190,422 | $2,339,519 | +$149,097 | +6.81% | |
| Kestra Advisory Services, Llc | 0.01% | 62,992 | $2,139,838 | $2,154,956 | +$15,118 | +0.71% | |
| Raymond James Financial Inc | 0.00% | 66,444 | $2,128,188 | $2,273,049 | +$144,861 | +6.81% | |
| Bfi Wealth Solutions, Llc | 1.94% | 62,665 | $2,019,069 | $2,143,770 | +$124,701 | +6.18% | |
| Diligent Investors, Llc | 0.43% | 57,159 | $1,941,691 | $1,955,409 | +$13,718 | +0.71% | |
| Lpl Financial Llc | 0.00% | 59,876 | $1,917,816 | $2,048,358 | +$130,542 | +6.81% | |
| Compass Advisory Group Llc | 0.46% | 54,117 | $1,733,357 | $1,851,343 | +$117,986 | +6.81% | |
| Xml Financial, Llc | 0.12% | 50,500 | $1,715,485 | $1,727,605 | +$12,120 | +0.71% | |
| Independent Financial Group, Llc | 0.03% | 43,962 | $1,493,389 | $1,503,940 | +$10,551 | +0.71% | |
| Long Island Wealth Management, Inc. | 0.66% | 44,514 | $1,425,775 | $1,522,824 | +$97,049 | +6.81% | |
| Fragasso Financial Advisors Inc | 0.07% | 40,084 | $1,361,653 | $1,371,274 | +$9,621 | +0.71% | |
| Founders Financial Securities Llc | 0.07% | 39,787 | $1,351,564 | $1,361,113 | +$9,549 | +0.71% | |
| Focus Partners Wealth | 0.00% | 37,435 | $1,199,036 | $1,280,651 | +$81,615 | +6.81% | |
| Odonnell Financial Services, Llc | 0.39% | 35,065 | $1,123,125 | $1,199,574 | +$76,449 | +6.81% | |
| Jacobi Capital Management Llc | 0.05% | 32,545 | $1,105,554 | $1,113,364 | +$7,810 | +0.71% | |
| Gill Capital Partners, Llc | 0.30% | 32,416 | $1,038,278 | $1,108,951 | +$70,673 | +6.81% | |
| Ifp Advisors, Inc | 0.02% | 27,259 | $925,988 | $932,530 | +$6,542 | +0.71% | |
| Worthpointe, Llc | 0.21% | 24,729 | $840,044 | $845,979 | +$5,935 | +0.71% | |
| Dhjj Financial Advisors, Ltd. | 0.24% | 24,233 | $823,196 | $829,011 | +$5,815 | +0.71% | |
| Straight Path Wealth Management | 0.19% | 23,722 | $805,836 | $811,530 | +$5,694 | +0.71% | |
| Truist Financial Corp | 0.00% | 21,984 | $746,796 | $752,073 | +$5,277 | +0.71% | |
| Cary Street Partners Financial Llc | 0.01% | 19,712 | $669,617 | $674,348 | +$4,731 | +0.71% | |
| Old Mission Capital Llc | 0.02% | 20,886 | $668,974 | $714,510 | +$45,536 | +6.81% | |
| Mml Investors Services, Llc | 0.00% | 19,262 | $616,958 | $658,953 | +$41,995 | +6.81% | |
| Tradition Wealth Management, Llc | 0.04% | 18,322 | $586,850 | $626,796 | +$39,946 | +6.81% | |
| Hightower Advisors, Llc | 0.00% | 18,065 | $578,618 | $618,004 | +$39,386 | +6.81% | |
| Global Trust Wealth Management Llc | 0.40% | 17,000 | $577,490 | $581,570 | +$4,080 | +0.71% | |
| Blue Bell Private Wealth Management, Llc | 0.08% | 16,494 | $528,300 | $564,260 | +$35,960 | +6.81% | |
| Wealth Alliance, Llc | 0.05% | 16,074 | $514,835 | $549,892 | +$35,057 | +6.81% | |
| Envestnet Asset Management Inc | 0.00% | 15,152 | $485,316 | $518,350 | +$33,034 | +6.81% | |
| Bcs Wealth Management | 0.09% | 14,066 | $477,822 | $481,198 | +$3,376 | +0.71% | |
| Keating Financial Advisory Services, Inc. | 0.07% | 13,451 | $430,833 | $460,159 | +$29,326 | +6.81% | |
| Chicago Partners Investment Group Llc | 0.01% | 12,171 | $407,972 | $416,370 | +$8,398 | +2.06% | |
| Fsa Advisors, Inc. | 0.25% | 11,730 | $375,710 | $401,283 | +$25,573 | +6.81% | |
| Global Strategic Investment Solutions, Llc | 0.04% | 11,392 | $364,883 | $389,720 | +$24,837 | +6.81% | |
| Miller Financial Services Llc | 0.29% | 10,711 | $363,857 | $366,423 | +$2,566 | +0.71% | |
| Sunbelt Securities, Inc. | 0.02% | 10,312 | $330,291 | $352,774 | +$22,483 | +6.81% | |
| Valtinson Bruner Financial Planning Llc | 0.09% | 10,057 | $322,124 | $344,050 | +$21,926 | +6.81% | |
| Forvis Mazars Wealth Advisors, Llc | 0.01% | 10,043 | $321,676 | $343,571 | +$21,895 | +6.81% | |
| Northcrest Asset Manangement, Llc | 0.01% | 9,484 | $320,749 | $324,448 | +$3,699 | +1.15% | |
| World Investment Advisors | 0.01% | 9,990 | $319,968 | $341,758 | +$21,790 | +6.81% |
Frequently asked questions about KJUL
Who owns the most KJUL stock?
The largest holders of KJUL 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 (KJUL).
Is KJUL widely held by superinvestors?
Many widely followed stocks like KJUL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly KJUL 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.