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Innovator U.S. Small Cap POW (KJUL)

CUSIP: 45782C284 | NYSE | 199 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Berkshire Money Management, Inc.1,983,544
5.6% of portfolio›$65.3M
Commonwealth Equity Services, LLC322,823
0.0% of portfolio›$10.6M
Cornerstone Wealth, LLC108,316
1.7% of portfolio›$3.6M
Kestra Advisory Services, LLC97,131
0.0% of portfolio›$3.2M
Wealth Enhancement Advisory Services, LLC86,656
0.0% of portfolio›$2.5M
RED Crane Wealth Management, LLC82,301
1.9% of portfolio›$2.7M
Hofer & Associates. Inc82,301
1.9% of portfolio›$2.7M
Long Island Wealth Management, Inc.70,999
0.9% of portfolio›$2.3M
BFI Wealth Solutions, LLC66,411
1.5% of portfolio›$2.2M
Diligent Investors, LLC60,942
0.4% of portfolio›$2.0M
Founders Financial Securities LLC46,468
0.1% of portfolio›$1.5M
Independent Financial Group, LLC43,962
0.0% of portfolio›$1.4M
Fragasso Financial Advisors Inc37,570
0.1% of portfolio›$1.2M
XML Financial, LLC34,969
0.1% of portfolio›$1.2M
Sherry Group, Inc.33,385
1.0% of portfolio›$1.1M
Gill Capital Partners, LLC31,611
0.3% of portfolio›$1.0M
IFP Advisors, Inc30,179
0.0% of portfolio›$992.9K
Cambridge Investment Research Advisors, Inc.29,922
0.0% of portfolio›$984.0K
Dhjj Financial Advisors, Ltd.27,139
0.3% of portfolio›$892.9K
Straight Path Wealth Management24,443
0.2% of portfolio›$804.2K
Todd Wealth Management, LLC18,116
0.5% of portfolio›$596.0K
PFS Partners, LLC17,953
0.2% of portfolio›$590.7K
Global Trust Wealth Management LLC17,000
0.4% of portfolio›$559.3K
Blue Bell Private Wealth Management, LLC15,975
0.1% of portfolio›$525.6K
BCS Wealth Management14,048
0.1% of portfolio›$462.2K
Truist Financial Corp13,363
0.0% of portfolio›$439.6K
Chicago Partners Investment Group LLC11,440
0.0% of portfolio›$375.1K
Global Strategic Investment Solutions, LLC11,392
0.0% of portfolio›$374.8K
Miller Financial Services LLC10,911
0.3% of portfolio›$359.0K
Grantvest Financial Group LLC10,676
0.2% of portfolio›$351.2K
NorthCrest Asset Manangement, LLC9,484
0.0% of portfolio›$312.1K
Ashton Thomas Private Wealth, LLC9,427
0.0% of portfolio›$310.1K
Forvis Mazars Wealth Advisors, LLC9,239
0.0% of portfolio›$304.0K
Advisor OS, LLC8,726
0.0% of portfolio›$287.1K
Outlook Wealth Advisors, LLC8,594
0.1% of portfolio›$282.7K
Crown Wealth Group, LLC7,567
0.1% of portfolio›$249.0K
Sigma Planning Corp7,146
0.0% of portfolio›$235.1K
Valtinson Bruner Financial Planning LLC7,109
0.1% of portfolio›$233.9K
Accurate Wealth Management, LLC7,104
0.0% of portfolio›$233.3K
Seros Financial, LLC6,698
0.1% of portfolio›$220.4K
Capital Investment Advisory Services, LLC2,167
0.0% of portfolio›$71.3K
William Mack & Associates, Inc.1,800
0.0% of portfolio›$59.2K
IFS Advisors, LLC1,274
0.0% of portfolio›$41.9K
CoreCap Advisors, LLC1,136
0.0% of portfolio›$37.4K
Noble Wealth Management PBC1,015
0.0% of portfolio›$33.4K
Evolution Wealth Management Inc.878
0.0% of portfolio›$28.9K
Spire Wealth Management208
0.0% of portfolio›$6.9K
Cape Investment Advisory, Inc.200
0.0% of portfolio›$6.6K
StyleTurnoverLocationFiled
Berkshire Money Management, Inc.
1,983,544$65.3M5.6%ETFMediumDalton, MA2026-10-21
Commonwealth Equity Services, LLC
322,823$10.6M0.0%ETFLowWaltham, MA2026-11-02
Cornerstone Wealth, LLC
108,316$3.6M1.7%ETFMediumGreeneville, TN2026-10-28
Kestra Advisory Services, LLC
97,131$3.2M0.0%CoreLowAustin, TX2026-11-02
Wealth Enhancement Advisory Services, LLC
86,656$2.5M0.0%CoreLowPlymouth, MN2026-10-13
RED Crane Wealth Management, LLC
82,301$2.7M1.9%ETFLowSan Francisco, CA2026-10-14
Hofer & Associates. Inc
82,301$2.7M1.9%ETFHighThousand Oaks, CA2026-10-13
Long Island Wealth Management, Inc.
70,999$2.3M0.9%ETFLowMelville, NY2026-10-20
BFI Wealth Solutions, LLC
66,411$2.2M1.5%ETFLowDallas, TX2026-10-16
Diligent Investors, LLC
60,942$2.0M0.4%CoreLowRedlands, CA2026-10-21
Founders Financial Securities LLC
46,468$1.5M0.1%ETFMediumTowson, MD2026-10-28
Independent Financial Group, LLC
43,962$1.4M0.0%GrowthLowSan Diego, CA2026-10-13
Fragasso Financial Advisors Inc
37,570$1.2M0.1%ETFLowSewickley, PA2026-10-13
XML Financial, LLC
34,969$1.2M0.1%ETFLowBethesda, MD2026-10-29
Sherry Group, Inc.
33,385$1.1M1.0%ETFMediumMountain Home, AR2026-10-09
Gill Capital Partners, LLC
31,611$1.0M0.3%ETFLowDenver, CO2026-10-13
IFP Advisors, Inc
30,179$992.9K0.0%GrowthLowTampa, FL2026-10-16
Cambridge Investment Research Advisors, Inc.
29,922$984.0K0.0%ETFLowFairfield, IA2026-11-02
Dhjj Financial Advisors, Ltd.
27,139$892.9K0.3%ETFVery LowNaperville, IL2026-10-23
Straight Path Wealth Management
24,443$804.2K0.2%ETFLowJenison, MI2026-10-23
Todd Wealth Management, LLC
18,116$596.0K0.5%GARPVery LowVenice, FL2026-10-19
PFS Partners, LLC
17,953$590.7K0.2%ETFVery LowMine Hill, NJ2026-10-21
Global Trust Wealth Management LLC
17,000$559.3K0.4%ETFMediumWest Palm Beach, FL2026-10-14
Blue Bell Private Wealth Management, LLC
15,975$525.6K0.1%YieldVery LowBlue Bell, PA2026-10-29
BCS Wealth Management
14,048$462.2K0.1%ETFVery LowJohnson City, TN2026-11-03
Truist Financial Corp
13,363$439.6K0.0%CoreLowCharlotte, NC2026-10-30
Chicago Partners Investment Group LLC
11,440$375.1K0.0%GARPLowChicago, IL2026-10-27
Global Strategic Investment Solutions, LLC
11,392$374.8K0.0%ETFLowScottsdale, AZ2026-10-16
Miller Financial Services LLC
10,911$359.0K0.3%CoreLowMarshall, MI2026-10-20
Grantvest Financial Group LLC
10,676$351.2K0.2%ETFLowMatawan, NJ2026-10-21
NorthCrest Asset Manangement, LLC
9,484$312.1K0.0%GrowthLowPlymouth, MN2026-10-13
Ashton Thomas Private Wealth, LLC
9,427$310.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Forvis Mazars Wealth Advisors, LLC
9,239$304.0K0.0%ETFVery LowSpringfield, MO2026-10-13
Advisor OS, LLC
8,726$287.1K0.0%ETFMediumChicago, IL2026-11-03
Outlook Wealth Advisors, LLC
8,594$282.7K0.1%ETFMediumShenandoah, TX2026-10-28
Crown Wealth Group, LLC
7,567$249.0K0.1%ETFMediumCharlotte, NC2026-10-19
Sigma Planning Corp
7,146$235.1K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Valtinson Bruner Financial Planning LLC
7,109$233.9K0.1%ETFLowNew Brighton, MN2026-11-02
Accurate Wealth Management, LLC
7,104$233.3K0.0%CoreMediumWesley Chapel, FL2026-10-20
Seros Financial, LLC
6,698$220.4K0.1%ETFMediumGilbert, AZ2026-10-21
Capital Investment Advisory Services, LLC
2,167$71.3K0.0%CoreMediumRaleigh, NC2026-10-30
William Mack & Associates, Inc.
1,800$59.2K0.0%ETFLowTroy, MI2026-10-27
IFS Advisors, LLC
1,274$41.9K0.0%ETFLowOverland Park, KS2026-10-14
CoreCap Advisors, LLC
1,136$37.4K0.0%ETFMediumSouthfield, MI2026-10-08
Noble Wealth Management PBC
1,015$33.4K0.0%YieldMediumGreenwood Village, CO2026-10-01
Evolution Wealth Management Inc.
878$28.9K0.0%ETFMediumFort Myers, FL2026-10-28
Spire Wealth Management
208$6.9K0.0%GrowthMediumMclean, VA2026-10-30
Cape Investment Advisory, Inc.
200$6.6K0.0%ETFLowMcdonough, GA2026-10-13