INNOVATOR U.S. SMALL CAP POW (KJUL) Institutional Ownership Changes & 13F Activity
INNOVATOR U.S. SMALL CAP POW (KJUL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Berkshire Money Management, Inc., Commonwealth Equity Services, Llc, Kestra Advisory Services, Llc, Long Island Wealth Management, Inc., and Xml Financial, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | Buy | +14,670 | +16.6% | 102,923 | $3.39M | Q3 2026 | Nov 06, 2026 |
| Collaborative Wealth Managment Inc. | Buy | +6,399 | — | 6,399 | $210.53K | Q3 2026 | Nov 06, 2026 |
| Pnc Financial Services Group, Inc. | Buy | +300 | — | 300 | $9.87K | Q3 2026 | Nov 06, 2026 |
| Ashton Thomas Private Wealth, Llc | Buy | +9,427 | — | 9,427 | $310.15K | Q3 2026 | Nov 03, 2026 |
| Advisor Os, Llc | Sell | -500 | -5.4% | 8,726 | $287.08K | Q3 2026 | Nov 03, 2026 |
| Bcs Wealth Management | Sell | -18 | -0.1% | 14,048 | $462.18K | Q3 2026 | Nov 03, 2026 |
| Commonwealth Equity Services, Llc | Buy | +66,584 | +26.0% | 322,823 | $10.62M | Q3 2026 | Nov 02, 2026 |
| Kestra Advisory Services, Llc | Buy | +34,139 | +54.2% | 97,131 | $3.20M | Q3 2026 | Nov 02, 2026 |
| Valtinson Bruner Financial Planning Llc | Sell | -1,876 | -20.9% | 7,109 | $233.89K | Q3 2026 | Nov 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | Sell | -390 | -1.3% | 29,922 | $984.00 | Q3 2026 | Nov 02, 2026 |
| Truist Financial Corp | Sell | -8,621 | -39.2% | 13,363 | $439.64K | Q3 2026 | Oct 30, 2026 |
| Xml Financial, Llc | Sell | -15,531 | -30.8% | 34,969 | $1.15M | Q3 2026 | Oct 29, 2026 |
| Blue Bell Private Wealth Management, Llc | Sell | -21 | -0.1% | 15,975 | $525.58K | Q3 2026 | Oct 29, 2026 |
| Founders Financial Securities Llc | Buy | +6,681 | +16.8% | 46,468 | $1.53M | Q3 2026 | Oct 28, 2026 |
| Cornerstone Wealth, Llc/Tn | Sell | -2,760 | -2.5% | 108,316 | $3.55M | Q3 2026 | Oct 28, 2026 |
| Outlook Wealth Advisors, Llc | Buy | +1,034 | +13.7% | 8,594 | $282.74K | Q3 2026 | Oct 28, 2026 |
| William Mack & Associates, Inc. | Buy | +1,800 | — | 1,800 | $59.22K | Q3 2026 | Oct 27, 2026 |
| Chicago Partners Investment Group Llc | Sell | -731 | -6.0% | 11,440 | $375.06K | Q3 2026 | Oct 27, 2026 |
| Dhjj Financial Advisors, Ltd. | Buy | +2,906 | +12.0% | 27,139 | $892.87K | Q3 2026 | Oct 23, 2026 |
| Straight Path Wealth Management | Buy | +721 | +3.0% | 24,443 | $804.17K | Q3 2026 | Oct 23, 2026 |
| Sigma Planning Corp | Buy | +670 | +10.3% | 7,146 | $235.10K | Q3 2026 | Oct 23, 2026 |
| Berkshire Money Management, Inc. | Buy | +1,983,544 | — | 1,983,544 | $65.26M | Q3 2026 | Oct 21, 2026 |
| Grantvest Financial Group Llc | Buy | +10,676 | — | 10,676 | $351.24K | Q3 2026 | Oct 21, 2026 |
| Pfs Partners, Llc | Buy | +9,008 | +100.7% | 17,953 | $590.65K | Q3 2026 | Oct 21, 2026 |
| Diligent Investors, Llc | Buy | +3,783 | +6.6% | 60,942 | $2.00M | Q3 2026 | Oct 21, 2026 |
| Long Island Wealth Management, Inc. | Buy | +17,802 | +33.5% | 70,999 | $2.34M | Q3 2026 | Oct 20, 2026 |
| Miller Financial Services Llc | Buy | +200 | +1.9% | 10,911 | $358.98K | Q3 2026 | Oct 20, 2026 |
| Crown Wealth Group, Llc | Sell | -175 | -2.3% | 7,567 | $248.95K | Q3 2026 | Oct 19, 2026 |
| Ifp Advisors, Inc | Buy | +2,920 | +10.7% | 30,179 | $992.89K | Q3 2026 | Oct 16, 2026 |
| Bfi Wealth Solutions, Llc | Sell | -408 | -0.6% | 66,411 | $2.18M | Q3 2026 | Oct 16, 2026 |
Frequently asked questions about KJUL activity
Which institutional owners are buying KJUL?
Institutional owners buying KJUL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in KJUL activity?
"Buy" means an investor increased their reported position in KJUL compared to the prior reporting period. This reflects growing exposure to INNOVATOR U.S. SMALL CAP POW (KJUL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in KJUL increasing?
Institutional interest in KJUL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.