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Innovator U.S. Small Cap POW (KJAN)

CUSIP: 45782C474 | NYSE | 261 institutional holders

Quarters

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

PFS Partners, LLC483,485
8.9% of portfolio›$22.0M
Long Island Wealth Management, Inc.482,098
8.6% of portfolio›$22.0M
MBL Wealth, LLC222,144
0.6% of portfolio›$10.1M
Commonwealth Equity Services, LLC202,067
0.0% of portfolio›$9.2M
Berkshire Money Management, Inc.148,779
0.6% of portfolio›$6.8M
Kestra Advisory Services, LLC140,670
0.0% of portfolio›$6.4M
BFI Wealth Solutions, LLC121,583
3.8% of portfolio›$5.5M
AdvisorNet Financial, Inc87,197
0.2% of portfolio›$3.9M
Investment Management Corp53,248
1.9% of portfolio›$2.4M
Sherry Group, Inc.50,721
2.2% of portfolio›$2.3M
Truist Financial Corp45,072
0.0% of portfolio›$2.1M
Cambridge Investment Research Advisors, Inc.44,020
0.0% of portfolio›$2.0M
Wealth Enhancement Advisory Services, LLC42,973
0.0% of portfolio›$2.0M
IFP Advisors, Inc36,622
0.0% of portfolio›$1.7M
Dhjj Financial Advisors, Ltd.36,081
0.5% of portfolio›$1.6M
Hofer & Associates. Inc36,048
1.1% of portfolio›$1.6M
RED Crane Wealth Management, LLC36,048
1.1% of portfolio›$1.6M
Founders Financial Securities LLC35,216
0.1% of portfolio›$1.6M
Independent Financial Group, LLC33,829
0.0% of portfolio›$1.5M
Weaver Consulting Group33,245
0.3% of portfolio›$1.5M
Fragasso Financial Advisors Inc30,059
0.1% of portfolio›$1.4M
Blue Bell Private Wealth Management, LLC26,902
0.1% of portfolio›$1.2M
Miller Financial Services LLC25,453
0.9% of portfolio›$1.2M
Brookstone Capital Management23,385
0.0% of portfolio›$1.1M
Cornerstone Wealth, LLC20,530
0.4% of portfolio›$932.3K
Crown Wealth Group, LLC18,762
0.2% of portfolio›$854.5K
Advisor OS, LLC18,552
0.1% of portfolio›$845.0K
First Heartland Consultants, Inc.13,584
0.0% of portfolio›$618.7K
Clear Point Advisors Inc.12,489
0.4% of portfolio›$568.8K
BIP Wealth, LLC12,452
0.0% of portfolio›$567.1K
Lynx Capital Group LTD12,235
0.2% of portfolio›$557.2K
First City Capital Management, Inc.11,670
0.3% of portfolio›$531.5K
Diligent Investors, LLC11,524
0.1% of portfolio›$524.9K
HBW Advisory Services LLC11,419
0.1% of portfolio›$520.1K
Trek Financial, LLC10,888
0.0% of portfolio›$495.9K
Visionary Wealth Advisors10,672
0.0% of portfolio›$486.1K
Koshinski Asset Management, Inc.10,630
0.0% of portfolio›$484.1K
Global Trust Wealth Management LLC10,300
0.3% of portfolio›$469.1K
Retirement Guys Formula LLC9,589
0.2% of portfolio›$436.7K
Forvis Mazars Wealth Advisors, LLC9,224
0.0% of portfolio›$420.1K
Creative Financial Designs Inc9,055
0.0% of portfolio›$412.4K
TrustBank8,705
0.1% of portfolio›$396.5K
Maltin Wealth Management, Inc.7,933
0.1% of portfolio›$361.3K
Apollon Wealth Management, LLC7,445
0.0% of portfolio›$339.1K
TopTier Wealth Management, LLC7,357
0.2% of portfolio›$335.1K
Grantvest Financial Group LLC7,277
0.2% of portfolio›$331.4K
Cornerstone Wealth Group, LLC7,173
0.0% of portfolio›$326.7K
Valtinson Bruner Financial Planning LLC6,940
0.1% of portfolio›$316.1K
Stonebridge Financial Group, LLC6,870
0.0% of portfolio›$312.9K
Financial Solutions Advisory Group, Inc.6,484
0.0% of portfolio›$291.1K
Wedbush Securities Inc6,135
0.0% of portfolio›$279
Sigma Planning Corp5,965
0.0% of portfolio›$271.7K
Creative Planning5,773
0.0% of portfolio›$262.9K
CoreCap Advisors, LLC5,188
0.0% of portfolio›$236.3K
Outlook Wealth Advisors, LLC4,983
0.0% of portfolio›$227.0K
Bullseye Investment Management, LLC4,857
0.1% of portfolio›$221.2K
BCS Wealth Management4,658
0.0% of portfolio›$212.1K
Lanark Financial, Inc.4,627
0.0% of portfolio›$210.7K
Keystone Wealth Services, LLC4,600
0.0% of portfolio›$209.5K
Financial Network Wealth Advisors LLC4,476
0.2% of portfolio›$203.9K
Winnacle Wealth LLC4,436
0.1% of portfolio›$202.0K
Archer Investment Corp2,000
0.0% of portfolio›$91.1K
Independence Bank of Kentucky1,355
0.0% of portfolio›$61.7K
EverSource Wealth Advisors, LLC1,039
0.0% of portfolio›$47.3K
Farther Finance Advisors, LLC978
0.0% of portfolio›$44.5K
Pinnacle Wealth Planning Services, Inc.825
0.0% of portfolio›$37.6K
IFS Advisors, LLC335
0.0% of portfolio›$15.3K
William Mack & Associates, Inc.330
0.0% of portfolio›$15.0K
Gilpin Wealth Management, LLC300
0.0% of portfolio›$13.7K
Cape Investment Advisory, Inc.250
0.0% of portfolio›$11.4K
Trust Co113
0.0% of portfolio›$5.1K
Assetmark, Inc84
0.0% of portfolio›$3.8K
StyleTurnoverLocationFiled
PFS Partners, LLC
483,485$22.0M8.9%ETFVery LowMine Hill, NJ2026-10-21
Long Island Wealth Management, Inc.
482,098$22.0M8.6%ETFLowMelville, NY2026-10-20
MBL Wealth, LLC
222,144$10.1M0.6%ETFLowCharlotte, NC2026-10-22
Commonwealth Equity Services, LLC
202,067$9.2M0.0%ETFLowWaltham, MA2026-11-02
Berkshire Money Management, Inc.
148,779$6.8M0.6%ETFMediumDalton, MA2026-10-21
Kestra Advisory Services, LLC
140,670$6.4M0.0%CoreLowAustin, TX2026-11-02
BFI Wealth Solutions, LLC
121,583$5.5M3.8%ETFLowDallas, TX2026-10-16
AdvisorNet Financial, Inc
87,197$3.9M0.2%ETFLowMinnetonka, MN2026-10-15
Investment Management Corp
53,248$2.4M1.9%ETFMediumRoanoke, VA2026-11-03
Sherry Group, Inc.
50,721$2.3M2.2%ETFMediumMountain Home, AR2026-10-09
Truist Financial Corp
45,072$2.1M0.0%CoreLowCharlotte, NC2026-10-30
Cambridge Investment Research Advisors, Inc.
44,020$2.0M0.0%ETFLowFairfield, IA2026-11-02
Wealth Enhancement Advisory Services, LLC
42,973$2.0M0.0%CoreLowPlymouth, MN2026-10-13
IFP Advisors, Inc
36,622$1.7M0.0%GrowthLowTampa, FL2026-10-16
Dhjj Financial Advisors, Ltd.
36,081$1.6M0.5%ETFVery LowNaperville, IL2026-10-23
Hofer & Associates. Inc
36,048$1.6M1.1%ETFHighThousand Oaks, CA2026-10-13
RED Crane Wealth Management, LLC
36,048$1.6M1.1%ETFLowSan Francisco, CA2026-10-14
Founders Financial Securities LLC
35,216$1.6M0.1%ETFMediumTowson, MD2026-10-28
Independent Financial Group, LLC
33,829$1.5M0.0%GrowthLowSan Diego, CA2026-10-13
Weaver Consulting Group
33,245$1.5M0.3%ETFLowHuntington Beach, CA2026-10-07
Fragasso Financial Advisors Inc
30,059$1.4M0.1%ETFLowSewickley, PA2026-10-13
Blue Bell Private Wealth Management, LLC
26,902$1.2M0.1%YieldVery LowBlue Bell, PA2026-10-29
Miller Financial Services LLC
25,453$1.2M0.9%CoreLowMarshall, MI2026-10-20
Brookstone Capital Management
23,385$1.1M0.0%ETFMediumWheaton, IL2026-10-22
Cornerstone Wealth, LLC
20,530$932.3K0.4%ETFMediumGreeneville, TN2026-10-28
Crown Wealth Group, LLC
18,762$854.5K0.2%ETFMediumCharlotte, NC2026-10-19
Advisor OS, LLC
18,552$845.0K0.1%ETFMediumChicago, IL2026-11-03
First Heartland Consultants, Inc.
13,584$618.7K0.0%ETFMediumLake St. Louis, MO2026-10-08
Clear Point Advisors Inc.
12,489$568.8K0.4%ETFMediumMelville, NY2026-10-30
BIP Wealth, LLC
12,452$567.1K0.0%ETFMediumAtlanta, GA2026-10-22
Lynx Capital Group LTD
12,235$557.2K0.2%ValueLowBeachwood, OH2026-11-04
First City Capital Management, Inc.
11,670$531.5K0.3%CoreLowSavannah, GA2026-10-27
Diligent Investors, LLC
11,524$524.9K0.1%CoreLowRedlands, CA2026-10-21
HBW Advisory Services LLC
11,419$520.1K0.1%ETFMediumSimi Valley, CA2026-10-15
Trek Financial, LLC
10,888$495.9K0.0%ETFHighScottsdale, AZ2026-10-29
Visionary Wealth Advisors
10,672$486.1K0.0%ETFLowO'Fallon, IL2026-11-04
Koshinski Asset Management, Inc.
10,630$484.1K0.0%ETFLowDecatur, IL2026-10-29
Global Trust Wealth Management LLC
10,300$469.1K0.3%ETFMediumWest Palm Beach, FL2026-10-14
Retirement Guys Formula LLC
9,589$436.7K0.2%CoreMediumMaumee, OH2026-10-26
Forvis Mazars Wealth Advisors, LLC
9,224$420.1K0.0%ETFVery LowSpringfield, MO2026-10-13
Creative Financial Designs Inc
9,055$412.4K0.0%ETFMediumKokomo, IN2026-11-04
TrustBank
8,705$396.5K0.1%ETFVery LowOlney, IL2026-10-20
Maltin Wealth Management, Inc.
7,933$361.3K0.1%ETFMediumRidgewood, NJ2026-10-13
Apollon Wealth Management, LLC
7,445$339.1K0.0%GrowthLowMount Pleasant, SC2026-10-23
TopTier Wealth Management, LLC
7,357$335.1K0.2%ETFVery LowMuskego, WI2026-10-16
Grantvest Financial Group LLC
7,277$331.4K0.2%ETFLowMatawan, NJ2026-10-21
Cornerstone Wealth Group, LLC
7,173$326.7K0.0%CoreMediumHuntersville, NC2026-11-02
Valtinson Bruner Financial Planning LLC
6,940$316.1K0.1%ETFLowNew Brighton, MN2026-11-02
Stonebridge Financial Group, LLC
6,870$312.9K0.0%ETFMediumWormleysburg, PA2026-10-01
Financial Solutions Advisory Group, Inc.
6,484$291.1K0.0%ETFMediumChicago, IL2026-10-28
Wedbush Securities Inc
6,135$2790.0%CoreLowPasadena, CA2026-10-22
Sigma Planning Corp
5,965$271.7K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Creative Planning
5,773$262.9K0.0%IndexVery LowOverland Park, KS2026-11-02
CoreCap Advisors, LLC
5,188$236.3K0.0%ETFMediumSouthfield, MI2026-10-08
Outlook Wealth Advisors, LLC
4,983$227.0K0.0%ETFMediumShenandoah, TX2026-10-28
Bullseye Investment Management, LLC
4,857$221.2K0.1%ETFVery HighCincinnati, OH2026-10-29
BCS Wealth Management
4,658$212.1K0.0%ETFVery LowJohnson City, TN2026-11-03
Lanark Financial, Inc.
4,627$210.7K0.0%CoreMediumBirmingham, AL2026-10-26
Keystone Wealth Services, LLC
4,600$209.5K0.0%ETFHighPalm Desert, CA2026-11-03
Financial Network Wealth Advisors LLC
4,476$203.9K0.2%ETFLowMurray, UT2026-10-28
Winnacle Wealth LLC
4,436$202.0K0.1%CoreMediumWaco, TX2026-10-15
Archer Investment Corp
2,000$91.1K0.0%CoreMediumCarmel, IN2026-11-05
Independence Bank of Kentucky
1,355$61.7K0.0%GrowthLowOwensboro, KY2026-10-26
EverSource Wealth Advisors, LLC
1,039$47.3K0.0%CoreMediumBirmingham, AL2026-11-04
Farther Finance Advisors, LLC
978$44.5K0.0%IndexLowSan Francisco, CA2026-10-08
Pinnacle Wealth Planning Services, Inc.
825$37.6K0.0%GARPLowMansfield, OH2026-10-27
IFS Advisors, LLC
335$15.3K0.0%ETFLowOverland Park, KS2026-10-14
William Mack & Associates, Inc.
330$15.0K0.0%ETFLowTroy, MI2026-10-27
Gilpin Wealth Management, LLC
300$13.7K0.0%GrowthLowDenver, CO2026-10-09
Cape Investment Advisory, Inc.
250$11.4K0.0%ETFLowMcdonough, GA2026-10-13
Trust Co
113$5.1K0.0%ETFVery LowManhattan, KS2026-10-09
Assetmark, Inc
84$3.8K0.0%ETFLowConcord, CA2026-10-21