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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Lpl Financial LlcBuy+14,670+16.6%102,923$3.39MQ3 2026Nov 06, 2026
Collaborative Wealth Managment Inc.Buy+6,399—6,399$210.53KQ3 2026Nov 06, 2026
Pnc Financial Services Group, Inc.Buy+300—300$9.87KQ3 2026Nov 06, 2026
Ashton Thomas Private Wealth, LlcBuy+9,427—9,427$310.15KQ3 2026Nov 03, 2026
Advisor Os, LlcSell-500-5.4%8,726$287.08KQ3 2026Nov 03, 2026
Bcs Wealth ManagementSell-18-0.1%14,048$462.18KQ3 2026Nov 03, 2026
Commonwealth Equity Services, LlcBuy+66,584+26.0%322,823$10.62MQ3 2026Nov 02, 2026
Kestra Advisory Services, LlcBuy+34,139+54.2%97,131$3.20MQ3 2026Nov 02, 2026
Valtinson Bruner Financial Planning LlcSell-1,876-20.9%7,109$233.89KQ3 2026Nov 02, 2026
Cambridge Investment Research Advisors, Inc.Sell-390-1.3%29,922$984.00Q3 2026Nov 02, 2026
Truist Financial CorpSell-8,621-39.2%13,363$439.64KQ3 2026Oct 30, 2026
Xml Financial, LlcSell-15,531-30.8%34,969$1.15MQ3 2026Oct 29, 2026
Blue Bell Private Wealth Management, LlcSell-21-0.1%15,975$525.58KQ3 2026Oct 29, 2026
Founders Financial Securities LlcBuy+6,681+16.8%46,468$1.53MQ3 2026Oct 28, 2026
Cornerstone Wealth, Llc/TnSell-2,760-2.5%108,316$3.55MQ3 2026Oct 28, 2026
Outlook Wealth Advisors, LlcBuy+1,034+13.7%8,594$282.74KQ3 2026Oct 28, 2026
William Mack & Associates, Inc.Buy+1,800—1,800$59.22KQ3 2026Oct 27, 2026
Chicago Partners Investment Group LlcSell-731-6.0%11,440$375.06KQ3 2026Oct 27, 2026
Dhjj Financial Advisors, Ltd.Buy+2,906+12.0%27,139$892.87KQ3 2026Oct 23, 2026
Straight Path Wealth ManagementBuy+721+3.0%24,443$804.17KQ3 2026Oct 23, 2026
Sigma Planning CorpBuy+670+10.3%7,146$235.10KQ3 2026Oct 23, 2026
Berkshire Money Management, Inc.Buy+1,983,544—1,983,544$65.26MQ3 2026Oct 21, 2026
Grantvest Financial Group LlcBuy+10,676—10,676$351.24KQ3 2026Oct 21, 2026
Pfs Partners, LlcBuy+9,008+100.7%17,953$590.65KQ3 2026Oct 21, 2026
Diligent Investors, LlcBuy+3,783+6.6%60,942$2.00MQ3 2026Oct 21, 2026
Long Island Wealth Management, Inc.Buy+17,802+33.5%70,999$2.34MQ3 2026Oct 20, 2026
Miller Financial Services LlcBuy+200+1.9%10,911$358.98KQ3 2026Oct 20, 2026
Crown Wealth Group, LlcSell-175-2.3%7,567$248.95KQ3 2026Oct 19, 2026
Ifp Advisors, IncBuy+2,920+10.7%30,179$992.89KQ3 2026Oct 16, 2026
Bfi Wealth Solutions, LlcSell-408-0.6%66,411$2.18MQ3 2026Oct 16, 2026
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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.