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Innovator U.S. Small Cap POW (KJUL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Berkshire Money Management, Inc.
NEW
Shares1,983,544
Change+1,983,544
Value$65.3M
Filed 2026-10-21
Commonwealth Equity Services, LLC
INCREASED
Shares322,823 from 256,239
Change+66,584 (+26%)
Value$10.6M (+$1.9M)
Filed 2026-11-02
Cornerstone Wealth, LLC
DECREASED
Shares108,316 from 111,076
Change-2,760 (-2%)
Value$3.6M (-$199.9K)
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares97,131 from 62,992
Change+34,139 (+54%)
Value$3.2M (+$1.1M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares86,656 from 86,460
Change+196 (+0%)
Value$2.5M (-$59.8K)
Filed 2026-10-13
Hofer & Associates. Inc
NEW
Shares82,301
Change+82,301
Value$2.7M
Filed 2026-10-13
RED Crane Wealth Management, LLC
INCREASED
Shares82,301 from 78,164
Change+4,137 (+5%)
Value$2.7M (+$52.5K)
Filed 2026-10-14
Long Island Wealth Management, Inc.
INCREASED
Shares70,999 from 53,197
Change+17,802 (+33%)
Value$2.3M (+$528.8K)
Filed 2026-10-20
BFI Wealth Solutions, LLC
DECREASED
Shares66,411 from 66,819
Change-408 (-1%)
Value$2.2M (-$84.9K)
Filed 2026-10-16
Diligent Investors, LLC
INCREASED
Shares60,942 from 57,159
Change+3,783 (+7%)
Value$2.0M (+$63.3K)
Filed 2026-10-21
Founders Financial Securities LLC
INCREASED
Shares46,468 from 39,787
Change+6,681 (+17%)
Value$1.5M (+$177.2K)
Filed 2026-10-28
Independent Financial Group, LLC
UNCHANGED
Shares43,962 from 43,962
Change0 (0%)
Value$1.4M (-$47.0K)
Filed 2026-10-13
Fragasso Financial Advisors Inc
DECREASED
Shares37,570 from 40,084
Change-2,514 (-6%)
Value$1.2M (-$123.2K)
Filed 2026-10-13
XML Financial, LLC
DECREASED
Shares34,969 from 50,500
Change-15,531 (-31%)
Value$1.2M (-$565.0K)
Filed 2026-10-29
Sherry Group, Inc.
NEW
Shares33,385
Change+33,385
Value$1.1M
Filed 2026-10-09
Jacobi Capital Management LLC
UNCHANGED
Shares32,545 from 32,545
Change0 (0%)
Value$1.1M (-$34.8K)
Filed 2026-11-05
Gill Capital Partners, LLC
UNCHANGED
Shares31,611 from 31,611
Change0 (0%)
Value$1.0M (-$33.8K)
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares30,179 from 27,259
Change+2,920 (+11%)
Value$992.9K (+$66.9K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares29,922 from 30,312
Change-390 (-1%)
Value$984.0K (-$46.0K)
Filed 2026-11-02
Dhjj Financial Advisors, Ltd.
INCREASED
Shares27,139 from 24,233
Change+2,906 (+12%)
Value$892.9K (+$69.7K)
Filed 2026-10-23
Straight Path Wealth Management
INCREASED
Shares24,443 from 23,722
Change+721 (+3%)
Value$804.2K (-$1.7K)
Filed 2026-10-23
Todd Wealth Management, LLC
DECREASED
Shares18,116 from 23,898
Change-5,782 (-24%)
Value$596.0K (-$215.8K)
Filed 2026-10-19
PFS Partners, LLC
INCREASED
Shares17,953 from 8,945
Change+9,008 (+101%)
Value$590.7K (+$286.8K)
Filed 2026-10-21
Global Trust Wealth Management LLC
UNCHANGED
Shares17,000 from 17,000
Change0 (0%)
Value$559.3K (-$18.2K)
Filed 2026-10-14
Blue Bell Private Wealth Management, LLC
DECREASED
Shares15,975 from 15,996
Change-21 (0%)
Value$525.6K (-$17.8K)
Filed 2026-10-29
BCS Wealth Management
DECREASED
Shares14,048 from 14,066
Change-18 (0%)
Value$462.2K (-$15.6K)
Filed 2026-11-03
Truist Financial Corp
DECREASED
Shares13,363 from 21,984
Change-8,621 (-39%)
Value$439.6K (-$307.2K)
Filed 2026-10-30
Chicago Partners Investment Group LLC
DECREASED
Shares11,440 from 12,171
Change-731 (-6%)
Value$375.1K (-$32.9K)
Filed 2026-10-27
Global Strategic Investment Solutions, LLC
UNCHANGED
Shares11,392 from 11,392
Change0 (0%)
Value$374.8K (-$12.2K)
Filed 2026-10-16
Miller Financial Services LLC
INCREASED
Shares10,911 from 10,711
Change+200 (+2%)
Value$359.0K (-$4.9K)
Filed 2026-10-20
Grantvest Financial Group LLC
NEW
Shares10,676
Change+10,676
Value$351.2K
Filed 2026-10-21
NorthCrest Asset Manangement, LLC
UNCHANGED
Shares9,484 from 9,484
Change0 (0%)
Value$312.1K (-$8.7K)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
NEW
Shares9,427
Change+9,427
Value$310.1K
Filed 2026-11-03
Forvis Mazars Wealth Advisors, LLC
UNCHANGED
Shares9,239 from 9,239
Change0 (0%)
Value$304.0K (-$9.9K)
Filed 2026-10-13
Advisor OS, LLC
DECREASED
Shares8,726 from 9,226
Change-500 (-5%)
Value$287.1K (-$26.3K)
Filed 2026-11-03
Outlook Wealth Advisors, LLC
INCREASED
Shares8,594 from 7,560
Change+1,034 (+14%)
Value$282.7K (+$25.9K)
Filed 2026-10-28
Crown Wealth Group, LLC
DECREASED
Shares7,567 from 7,742
Change-175 (-2%)
Value$249.0K (-$14.0K)
Filed 2026-10-19
Sigma Planning Corp
INCREASED
Shares7,146 from 6,476
Change+670 (+10%)
Value$235.1K (+$15.1K)
Filed 2026-10-23
Valtinson Bruner Financial Planning LLC
DECREASED
Shares7,109 from 8,985
Change-1,876 (-21%)
Value$233.9K (-$71.3K)
Filed 2026-11-02
Accurate Wealth Management, LLC
UNCHANGED
Shares7,104 from 7,104
Change0 (0%)
Value$233.3K (-$6.6K)
Filed 2026-10-20
Seros Financial, LLC
UNCHANGED
Shares6,698 from 6,698
Change0 (0%)
Value$220.4K (-$7.2K)
Filed 2026-10-21
Capital Investment Advisory Services, LLC
UNCHANGED
Shares2,167 from 2,167
Change0 (0%)
Value$71.3K (-$2.3K)
Filed 2026-10-30
William Mack & Associates, Inc.
NEW
Shares1,800
Change+1,800
Value$59.2K
Filed 2026-10-27
IFS Advisors, LLC
NEW
Shares1,274
Change+1,274
Value$41.9K
Filed 2026-10-14
CoreCap Advisors, LLC
UNCHANGED
Shares1,136 from 1,136
Change0 (0%)
Value$37.4K (-$1.2K)
Filed 2026-10-08
Noble Wealth Management PBC
INCREASED
Shares1,015 from 240
Change+775 (+323%)
Value$33.4K (+$25.2K)
Filed 2026-10-01
Evolution Wealth Management Inc.
UNCHANGED
Shares878 from 878
Change0 (0%)
Value$28.9K (-$940)
Filed 2026-10-28
Spire Wealth Management
UNCHANGED
Shares208 from 208
Change0 (0%)
Value$6.9K (-$223)
Filed 2026-10-30
Cape Investment Advisory, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$6.6K (-$214)
Filed 2026-10-13
Winnacle Wealth LLC
CLOSED
Shares0 from 6,295
Change-6,295 (-100%)
Value$0 (-$213.8K)
Filed 2026-10-15
Osaic Holdings, Inc.
N/A
Shares— from 145,327
Change-145,327 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 102,578
Change-102,578 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 89,914
Change-89,914 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 88,253
Change-88,253 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 76,259
Change-76,259 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 71,588
Change-71,588 (-100%)
Value—
Blair William & Co
N/A
Shares— from 68,387
Change-68,387 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 53,362
Change-53,362 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 37,435
Change-37,435 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 34,222
Change-34,222 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 25,848
Change-25,848 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 24,767
Change-24,767 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 24,729
Change-24,729 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 24,475
Change-24,475 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 21,541
Change-21,541 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 19,712
Change-19,712 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 18,322
Change-18,322 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 18,095
Change-18,095 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 16,074
Change-16,074 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 15,451
Change-15,451 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 14,770
Change-14,770 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 14,768
Change-14,768 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 13,703
Change-13,703 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 13,028
Change-13,028 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 8,722
Change-8,722 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 8,133
Change-8,133 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 7,610
Change-7,610 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 6,040
Change-6,040 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,373
Change-5,373 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,584
Change-2,584 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,837
Change-1,837 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 1,465
Change-1,465 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,282
Change-1,282 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 480
Change-480 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 360
Change-360 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Status
Berkshire Money Management, Inc.
NEW1,983,544—+1,983,544——$65.3M—2026-10-21
Commonwealth Equity Services, LLC
INCREASED322,823256,239+66,584+26%$8.7M$10.6M+$1.9M2026-11-02
Cornerstone Wealth, LLC
DECREASED108,316111,076-2,760-2%$3.8M$3.6M-$199.9K2026-10-28
Kestra Advisory Services, LLC
INCREASED97,13162,992+34,139+54%$2.1M$3.2M+$1.1M2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED86,65686,460+196+0%$2.6M$2.5M-$59.8K2026-10-13
Hofer & Associates. Inc
NEW82,301—+82,301——$2.7M—2026-10-13
RED Crane Wealth Management, LLC
INCREASED82,30178,164+4,137+5%$2.7M$2.7M+$52.5K2026-10-14
Long Island Wealth Management, Inc.
INCREASED70,99953,197+17,802+33%$1.8M$2.3M+$528.8K2026-10-20
BFI Wealth Solutions, LLC
DECREASED66,41166,819-408-1%$2.3M$2.2M-$84.9K2026-10-16
Diligent Investors, LLC
INCREASED60,94257,159+3,783+7%$1.9M$2.0M+$63.3K2026-10-21
Founders Financial Securities LLC
INCREASED46,46839,787+6,681+17%$1.4M$1.5M+$177.2K2026-10-28
Independent Financial Group, LLC
UNCHANGED43,96243,96200%$1.5M$1.4M-$47.0K2026-10-13
Fragasso Financial Advisors Inc
DECREASED37,57040,084-2,514-6%$1.4M$1.2M-$123.2K2026-10-13
XML Financial, LLC
DECREASED34,96950,500-15,531-31%$1.7M$1.2M-$565.0K2026-10-29
Sherry Group, Inc.
NEW33,385—+33,385——$1.1M—2026-10-09
Jacobi Capital Management LLC
UNCHANGED32,54532,54500%$1.1M$1.1M-$34.8K2026-11-05
Gill Capital Partners, LLC
UNCHANGED31,61131,61100%$1.1M$1.0M-$33.8K2026-10-13
IFP Advisors, Inc
INCREASED30,17927,259+2,920+11%$926.0K$992.9K+$66.9K2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED29,92230,312-390-1%$1.0M$984.0K-$46.0K2026-11-02
Dhjj Financial Advisors, Ltd.
INCREASED27,13924,233+2,906+12%$823.2K$892.9K+$69.7K2026-10-23
Straight Path Wealth Management
INCREASED24,44323,722+721+3%$805.8K$804.2K-$1.7K2026-10-23
Todd Wealth Management, LLC
DECREASED18,11623,898-5,782-24%$811.8K$596.0K-$215.8K2026-10-19
PFS Partners, LLC
INCREASED17,9538,945+9,008+101%$303.9K$590.7K+$286.8K2026-10-21
Global Trust Wealth Management LLC
UNCHANGED17,00017,00000%$577.5K$559.3K-$18.2K2026-10-14
Blue Bell Private Wealth Management, LLC
DECREASED15,97515,996-210%$543.4K$525.6K-$17.8K2026-10-29
BCS Wealth Management
DECREASED14,04814,066-180%$477.8K$462.2K-$15.6K2026-11-03
Truist Financial Corp
DECREASED13,36321,984-8,621-39%$746.8K$439.6K-$307.2K2026-10-30
Chicago Partners Investment Group LLC
DECREASED11,44012,171-731-6%$408.0K$375.1K-$32.9K2026-10-27
Global Strategic Investment Solutions, LLC
UNCHANGED11,39211,39200%$387.0K$374.8K-$12.2K2026-10-16
Miller Financial Services LLC
INCREASED10,91110,711+200+2%$363.9K$359.0K-$4.9K2026-10-20
Grantvest Financial Group LLC
NEW10,676—+10,676——$351.2K—2026-10-21
NorthCrest Asset Manangement, LLC
UNCHANGED9,4849,48400%$320.7K$312.1K-$8.7K2026-10-13
Ashton Thomas Private Wealth, LLC
NEW9,427—+9,427——$310.1K—2026-11-03
Forvis Mazars Wealth Advisors, LLC
UNCHANGED9,2399,23900%$313.8K$304.0K-$9.9K2026-10-13
Advisor OS, LLC
DECREASED8,7269,226-500-5%$313.4K$287.1K-$26.3K2026-11-03
Outlook Wealth Advisors, LLC
INCREASED8,5947,560+1,034+14%$256.8K$282.7K+$25.9K2026-10-28
Crown Wealth Group, LLC
DECREASED7,5677,742-175-2%$263.0K$249.0K-$14.0K2026-10-19
Sigma Planning Corp
INCREASED7,1466,476+670+10%$220.0K$235.1K+$15.1K2026-10-23
Valtinson Bruner Financial Planning LLC
DECREASED7,1098,985-1,876-21%$305.2K$233.9K-$71.3K2026-11-02
Accurate Wealth Management, LLC
UNCHANGED7,1047,10400%$239.9K$233.3K-$6.6K2026-10-20
Seros Financial, LLC
UNCHANGED6,6986,69800%$227.5K$220.4K-$7.2K2026-10-21
Capital Investment Advisory Services, LLC
UNCHANGED2,1672,16700%$73.6K$71.3K-$2.3K2026-10-30
William Mack & Associates, Inc.
NEW1,800—+1,800——$59.2K—2026-10-27
IFS Advisors, LLC
NEW1,274—+1,274——$41.9K—2026-10-14
CoreCap Advisors, LLC
UNCHANGED1,1361,13600%$38.6K$37.4K-$1.2K2026-10-08
Noble Wealth Management PBC
INCREASED1,015240+775+323%$8.2K$33.4K+$25.2K2026-10-01
Evolution Wealth Management Inc.
UNCHANGED87887800%$29.8K$28.9K-$9402026-10-28
Spire Wealth Management
UNCHANGED20820800%$7.1K$6.9K-$2232026-10-30
Cape Investment Advisory, Inc.
UNCHANGED20020000%$6.8K$6.6K-$2142026-10-13
Winnacle Wealth LLC
CLOSED06,295-6,295-100%$213.8K$0-$213.8K2026-10-15
Osaic Holdings, Inc.
N/A—145,327-145,327-100%$4.9M———
Cetera Investment Advisers
N/A—102,578-102,578-100%$3.5M———
Principal Securities, Inc.
N/A—89,914-89,914-100%$3.1M———
LPL Financial LLC
N/A—88,253-88,253-100%$3.0M———
Raymond James Financial Inc
N/A—76,259-76,259-100%$2.6M———
Berger Financial Group, Inc
N/A—71,588-71,588-100%$2.4M———
Blair William & Co
N/A—68,387-68,387-100%$2.3M———
Compass Advisory Group LLC
N/A—53,362-53,362-100%$1.8M———
Focus Partners Wealth
N/A—37,435-37,435-100%$1.3M———
ODonnell Financial Services, LLC
N/A—34,222-34,222-100%$1.2M———
Wood Tarver Financial Group, LLC
N/A—25,848-25,848-100%$878.0K———
GWN Securities Inc.
N/A—24,767-24,767-100%$841.3K———
WorthPointe, LLC
N/A—24,729-24,729-100%$840.0K———
MML Investors Services, LLC
N/A—24,475-24,475-100%$831.4K———
Capital Analysts, LLC
N/A—21,541-21,541-100%$732.0K———
Cary Street Partners Financial LLC
N/A—19,712-19,712-100%$669.6K———
Tradition Wealth Management, LLC
N/A—18,322-18,322-100%$622.4K———
First Commonwealth Financial Corp
N/A—18,095-18,095-100%$614.7K———
Wealth Alliance, LLC
N/A—16,074-16,074-100%$546.0K———
Envestnet Asset Management Inc
N/A—15,451-15,451-100%$524.9K———
FSA Advisors, Inc.
N/A—14,770-14,770-100%$501.7K———
HighTower Advisors, LLC
N/A—14,768-14,768-100%$501.7K———
Keating Financial Advisory Services, Inc.
N/A—13,703-13,703-100%$465.5K———
Allworth Financial LP
N/A—13,028-13,028-100%$442.6K———
World Investment Advisors
N/A—8,722-8,722-100%$292.5K———
Arax Advisory Partners
N/A—8,133-8,133-100%$276.3K———
Bcgm Wealth Management, LLC
N/A—7,610-7,610-100%$258.5K———
Janney Montgomery Scott LLC
N/A—6,040-6,040-100%$205.0K———
AE Wealth Management LLC
N/A—5,373-5,373-100%$182.5K———
Fiduciary Financial Advisors
N/A—2,584-2,584-100%$87.8K———
Harbour Investments, Inc.
N/A—1,837-1,837-100%$62.4K———
PlanVest Financial, Inc
N/A—1,465-1,465-100%$49.8K———
Steward Partners Investment Advisory, LLC
N/A—1,282-1,282-100%$43.6K———
Morgan Stanley
N/A—480-480-100%$16.3K———
Luminist Capital LLC
N/A—360-360-100%$11.8K———
IFG Advisory, LLC
N/A—200-200-100%$6.8K———
JDM Financial Group LLC
N/A—69-69-100%$2.3K———
Showing 87 of 87 institutions