KJUL Institutional Ownership & Shareholders
INNOVATOR U.S. SMALL CAP POW (KJUL) is currently held by 85 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $151.89M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Berkshire Money Management, Inc. is currently the largest disclosed institutional shareholder of KJUL tracked by InsiderSet, reporting ownership valued at approximately $65.26M in its September 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 $65.46M, representing an estimated gain of +0.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed KJUL value among the investors covered in this analysis. Major shareholders include Berkshire Money Management, Inc., Commonwealth Equity Services, Llc, Osaic Holdings, Inc., 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
85
Total Reported Value
$151.89M
Largest Holder
Berkshire Money Management, Inc.
Largest Position
$65.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
105
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Berkshire Money Management, Inc. | 5.63% | 1,983,544 | $65,258,598 | $65,456,952 | +$198,354 | +0.30% | |
| Commonwealth Equity Services, Llc | 0.01% | 322,823 | $10,620,872 | $10,653,159 | +$32,287 | +0.30% | |
| Osaic Holdings, Inc. | 0.01% | 145,327 | $4,936,659 | $4,795,791 | -$140,868 | -2.85% | |
| Cornerstone Wealth, Llc/Tn | 1.70% | 108,316 | $3,551,162 | $3,574,428 | +$23,266 | +0.66% | |
| Cetera Investment Advisers | 0.00% | 102,578 | $3,484,575 | $3,385,074 | -$99,501 | -2.86% | |
| Kestra Advisory Services, Llc | 0.01% | 97,131 | $3,195,610 | $3,205,323 | +$9,713 | +0.30% | |
| Principal Securities, Inc. | 0.04% | 89,914 | $3,054,379 | $2,967,162 | -$87,217 | -2.86% | |
| Lpl Financial Llc | 0.00% | 88,253 | $2,997,954 | $2,912,349 | -$85,605 | -2.86% | |
| Hofer & Associates. Inc | 1.89% | 82,301 | $2,707,702 | $2,715,933 | +$8,231 | +0.30% | |
| Red Crane Wealth Management, Llc | 1.89% | 82,301 | $2,707,702 | $2,715,933 | +$8,231 | +0.30% | |
| Raymond James Financial Inc | 0.00% | 76,259 | $2,590,518 | $2,516,547 | -$73,971 | -2.86% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 86,656 | $2,539,221 | $2,859,648 | +$320,427 | +12.62% | |
| Berger Financial Group, Inc | 0.12% | 71,588 | $2,431,845 | $2,362,404 | -$69,441 | -2.86% | |
| Long Island Wealth Management, Inc. | 0.91% | 70,999 | $2,335,867 | $2,342,967 | +$7,100 | +0.30% | |
| Blair William & Co/Il | 0.01% | 68,387 | $2,323,106 | $2,256,771 | -$66,335 | -2.86% | |
| Bfi Wealth Solutions, Llc | 1.50% | 66,411 | $2,184,925 | $2,191,563 | +$6,638 | +0.30% | |
| Diligent Investors, Llc | 0.44% | 60,942 | $2,004,992 | $2,011,086 | +$6,094 | +0.30% | |
| Compass Advisory Group Llc | 0.43% | 53,362 | $1,812,707 | $1,760,946 | -$51,761 | -2.86% | |
| Founders Financial Securities Llc | 0.08% | 46,468 | $1,528,797 | $1,533,444 | +$4,647 | +0.30% | |
| Independent Financial Group, Llc | 0.03% | 43,962 | $1,446,350 | $1,450,746 | +$4,396 | +0.30% | |
| Focus Partners Wealth | 0.00% | 37,435 | $1,271,667 | $1,235,355 | -$36,312 | -2.86% | |
| Fragasso Financial Advisors Inc | 0.06% | 37,570 | $1,238,495 | $1,239,810 | +$1,315 | +0.11% | |
| Odonnell Financial Services, Llc | 0.34% | 34,222 | $1,162,521 | $1,129,326 | -$33,195 | -2.86% | |
| Xml Financial, Llc | 0.08% | 34,969 | $1,150,480 | $1,153,977 | +$3,497 | +0.30% | |
| Jacobi Capital Management Llc | 0.05% | 32,545 | $1,105,554 | $1,073,985 | -$31,569 | -2.86% | |
| Sherry Group, Inc. | 1.03% | 33,385 | $1,098,372 | $1,101,705 | +$3,333 | +0.30% | |
| Gill Capital Partners, Llc | 0.28% | 31,611 | $1,040,002 | $1,043,163 | +$3,161 | +0.30% | |
| Ifp Advisors, Inc | 0.02% | 30,179 | $992,889 | $995,907 | +$3,018 | +0.30% | |
| Dhjj Financial Advisors, Ltd. | 0.26% | 27,139 | $892,874 | $895,587 | +$2,713 | +0.30% | |
| Wood Tarver Financial Group, Llc | 0.21% | 25,848 | $878,000 | $852,984 | -$25,016 | -2.85% | |
| Gwn Securities Inc. | 0.14% | 24,767 | $841,335 | $817,311 | -$24,024 | -2.86% | |
| Worthpointe, Llc | 0.21% | 24,729 | $840,044 | $816,057 | -$23,987 | -2.86% | |
| Mml Investors Services, Llc | 0.00% | 24,475 | $831,416 | $807,675 | -$23,741 | -2.86% | |
| Straight Path Wealth Management | 0.18% | 24,443 | $804,175 | $806,619 | +$2,444 | +0.30% | |
| Capital Analysts, Llc | 0.02% | 21,541 | $732,000 | $710,853 | -$21,147 | -2.89% | |
| Cary Street Partners Financial Llc | 0.01% | 19,712 | $669,617 | $650,496 | -$19,121 | -2.86% | |
| Tradition Wealth Management, Llc | 0.04% | 18,322 | $622,398 | $604,626 | -$17,772 | -2.86% | |
| First Commonwealth Financial Corp | 0.09% | 18,095 | $614,687 | $597,135 | -$17,552 | -2.86% | |
| Pfs Partners, Llc | 0.24% | 17,953 | $590,654 | $592,449 | +$1,795 | +0.30% | |
| Global Trust Wealth Management Llc | 0.40% | 17,000 | $559,300 | $561,000 | +$1,700 | +0.30% | |
| Wealth Alliance, Llc | 0.05% | 16,074 | $546,021 | $530,442 | -$15,579 | -2.85% | |
| Blue Bell Private Wealth Management, Llc | 0.06% | 15,975 | $525,578 | $527,175 | +$1,597 | +0.30% | |
| Envestnet Asset Management Inc | 0.00% | 15,451 | $524,870 | $509,883 | -$14,987 | -2.86% | |
| Fsa Advisors, Inc. | 0.23% | 14,770 | $501,737 | $487,410 | -$14,327 | -2.86% | |
| Keating Financial Advisory Services, Inc. | 0.06% | 13,703 | $465,491 | $452,199 | -$13,292 | -2.86% | |
| Bcs Wealth Management | 0.08% | 14,048 | $462,180 | $463,584 | +$1,404 | +0.30% | |
| Allworth Financial Lp | 0.00% | 13,028 | $442,562 | $429,924 | -$12,638 | -2.86% | |
| Truist Financial Corp | 0.00% | 13,363 | $439,643 | $440,979 | +$1,336 | +0.30% | |
| Chicago Partners Investment Group Llc | 0.01% | 11,440 | $375,062 | $377,520 | +$2,458 | +0.66% | |
| Global Strategic Investment Solutions, Llc | 0.03% | 11,392 | $374,797 | $375,936 | +$1,139 | +0.30% |
Frequently asked questions about KJUL
Who are the largest institutional holders of KJUL?
The largest institutional holders of KJUL reported in the latest SEC Form 13F filings include Berkshire Money Management, Inc., Commonwealth Equity Services, Llc, Osaic Holdings, Inc., Cornerstone Wealth, Llc/Tn, and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported KJUL position.
What is KJUL institutional ownership?
This page tracks KJUL positions reported by institutional investment managers through SEC Form 13F. INNOVATOR U.S. SMALL CAP POW (KJUL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own KJUL?
InsiderSet currently tracks 85 institutional managers reporting KJUL 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 KJUL shareholders.
How much KJUL stock do institutions own?
Institutional investment managers disclosed approximately $151.89M in KJUL holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was KJUL institutional ownership last updated?
The latest KJUL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 KJUL 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 KJUL position after the reporting date.
Are institutions buying or selling KJUL?
Institutional buying and selling can be analyzed by comparing KJUL positions across consecutive 13F reporting periods. InsiderSet's KJUL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View KJUL ownership changes.
How has KJUL institutional ownership changed over time?
InsiderSet tracks KJUL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.