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Innovator U.S. Small Cap POW (KOCT)

CUSIP: 45782C599 | NYSE | 200 institutional holders

Quarters

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

Creative Planning162,069
0.0% of portfolio›$6.1M
Commonwealth Equity Services, LLC115,663
0.0% of portfolio›$4.4M
BFI Wealth Solutions, LLC110,518
2.9% of portfolio›$4.2M
Dhjj Financial Advisors, Ltd.47,450
0.5% of portfolio›$1.8M
Global Strategic Investment Solutions, LLC46,782
0.2% of portfolio›$1.8M
Blue Bell Private Wealth Management, LLC44,268
0.2% of portfolio›$1.7M
Capital Investment Advisory Services, LLC43,917
0.1% of portfolio›$1.7M
Founders Financial Securities LLC42,718
0.1% of portfolio›$1.6M
Valtinson Bruner Financial Planning LLC39,937
0.4% of portfolio›$1.5M
Kestra Advisory Services, LLC35,314
0.0% of portfolio›$1.3M
Truist Financial Corp32,635
0.0% of portfolio›$1.2M
Independent Financial Group, LLC27,681
0.0% of portfolio›$1.0M
Wealth Enhancement Advisory Services, LLC24,411
0.0% of portfolio›$589.3K
IFP Advisors, Inc24,209
0.0% of portfolio›$912.9K
Concurrent Investment Advisors, LLC22,546
0.0% of portfolio›$850.2K
Fragasso Financial Advisors Inc20,353
0.0% of portfolio›$768.6K
Long Island Wealth Management, Inc.19,598
0.3% of portfolio›$739.0K
Cambridge Investment Research Advisors, Inc.18,787
0.0% of portfolio›$708.0K
Retirement Guys Formula LLC18,541
0.3% of portfolio›$699.2K
Cape Investment Advisory, Inc.18,450
0.2% of portfolio›$695.8K
Cornerstone Wealth, LLC14,609
0.3% of portfolio›$549.3K
Axxcess Wealth Management, LLC14,532
0.0% of portfolio›$548.0K
Diligent Investors, LLC14,086
0.1% of portfolio›$531.2K
Fiduciary Financial Group, LLC13,699
0.1% of portfolio›$516.6K
Todd Wealth Management, LLC13,260
0.4% of portfolio›$500.0K
Wedbush Securities Inc11,200
0.0% of portfolio›$422
PFS Partners, LLC10,776
0.2% of portfolio›$406.4K
Prime Capital Investment Advisors, LLC10,492
0.0% of portfolio›$395.7K
TopTier Wealth Management, LLC9,766
0.2% of portfolio›$368.3K
Sigma Planning Corp9,408
0.0% of portfolio›$354.8K
BCS Wealth Management9,063
0.1% of portfolio›$341.8K
NorthCrest Asset Manangement, LLC8,751
0.0% of portfolio›$329.3K
Bullseye Investment Management, LLC8,240
0.2% of portfolio›$310.7K
Advisor OS, LLC8,107
0.0% of portfolio›$305.7K
CRA Financial Services, LLC7,400
0.0% of portfolio›$279.1K
Claro Advisors Inc.6,990
0.0% of portfolio›$263.6K
First Heartland Consultants, Inc.6,906
0.0% of portfolio›$260.4K
CoreCap Advisors, LLC6,849
0.0% of portfolio›$258.3K
Outlook Wealth Advisors, LLC6,755
0.1% of portfolio›$254.7K
Signaturefd, LLC6,527
0.0% of portfolio›$246.1K
Elmwood Wealth Management, Inc.6,100
0.1% of portfolio›$230.0K
Schulz Wealth, Ltd.5,930
0.1% of portfolio›$223.6K
James T. Borello RIA5,919
0.0% of portfolio›$223.2K
Ashton Thomas Private Wealth, LLC3,740
0.0% of portfolio›$141.0K
Noble Wealth Management PBC1,800
0.0% of portfolio›$67.9K
Financial Network Wealth Advisors LLC1,238
0.0% of portfolio›$46.7K
IFS Advisors, LLC1,001
0.0% of portfolio›$37.7K
Gilpin Wealth Management, LLC400
0.0% of portfolio›$15.1K
Farther Finance Advisors, LLC180
0.0% of portfolio›$6.8K
Evolution Wealth Management Inc.100
0.0% of portfolio›$3.8K
StyleTurnoverLocationFiled
Creative Planning
162,069$6.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Commonwealth Equity Services, LLC
115,663$4.4M0.0%ETFLowWaltham, MA2026-11-02
BFI Wealth Solutions, LLC
110,518$4.2M2.9%ETFLowDallas, TX2026-10-16
Dhjj Financial Advisors, Ltd.
47,450$1.8M0.5%ETFVery LowNaperville, IL2026-10-23
Global Strategic Investment Solutions, LLC
46,782$1.8M0.2%ETFLowScottsdale, AZ2026-10-16
Blue Bell Private Wealth Management, LLC
44,268$1.7M0.2%YieldVery LowBlue Bell, PA2026-10-29
Capital Investment Advisory Services, LLC
43,917$1.7M0.1%CoreMediumRaleigh, NC2026-10-30
Founders Financial Securities LLC
42,718$1.6M0.1%ETFMediumTowson, MD2026-10-28
Valtinson Bruner Financial Planning LLC
39,937$1.5M0.4%ETFLowNew Brighton, MN2026-11-02
Kestra Advisory Services, LLC
35,314$1.3M0.0%CoreLowAustin, TX2026-11-02
Truist Financial Corp
32,635$1.2M0.0%CoreLowCharlotte, NC2026-10-30
Independent Financial Group, LLC
27,681$1.0M0.0%GrowthLowSan Diego, CA2026-10-13
Wealth Enhancement Advisory Services, LLC
24,411$589.3K0.0%CoreLowPlymouth, MN2026-10-13
IFP Advisors, Inc
24,209$912.9K0.0%GrowthLowTampa, FL2026-10-16
Concurrent Investment Advisors, LLC
22,546$850.2K0.0%GrowthMediumTampa, FL2026-10-16
Fragasso Financial Advisors Inc
20,353$768.6K0.0%ETFLowSewickley, PA2026-10-13
Long Island Wealth Management, Inc.
19,598$739.0K0.3%ETFLowMelville, NY2026-10-20
Cambridge Investment Research Advisors, Inc.
18,787$708.0K0.0%ETFLowFairfield, IA2026-11-02
Retirement Guys Formula LLC
18,541$699.2K0.3%CoreMediumMaumee, OH2026-10-26
Cape Investment Advisory, Inc.
18,450$695.8K0.2%ETFLowMcdonough, GA2026-10-13
Cornerstone Wealth, LLC
14,609$549.3K0.3%ETFMediumGreeneville, TN2026-10-28
Axxcess Wealth Management, LLC
14,532$548.0K0.0%CoreLowCarlsbad, CA2026-10-21
Diligent Investors, LLC
14,086$531.2K0.1%CoreLowRedlands, CA2026-10-21
Fiduciary Financial Group, LLC
13,699$516.6K0.1%ETFLowSan Rafael, CA2026-10-13
Todd Wealth Management, LLC
13,260$500.0K0.4%GARPVery LowVenice, FL2026-10-19
Wedbush Securities Inc
11,200$4220.0%CoreLowPasadena, CA2026-10-22
PFS Partners, LLC
10,776$406.4K0.2%ETFVery LowMine Hill, NJ2026-10-21
Prime Capital Investment Advisors, LLC
10,492$395.7K0.0%ETFLowOverland Park, KS2026-10-20
TopTier Wealth Management, LLC
9,766$368.3K0.2%ETFVery LowMuskego, WI2026-10-16
Sigma Planning Corp
9,408$354.8K0.0%GrowthMediumAnn Arbor, MI2026-10-23
BCS Wealth Management
9,063$341.8K0.1%ETFVery LowJohnson City, TN2026-11-03
NorthCrest Asset Manangement, LLC
8,751$329.3K0.0%GrowthLowPlymouth, MN2026-10-13
Bullseye Investment Management, LLC
8,240$310.7K0.2%ETFVery HighCincinnati, OH2026-10-29
Advisor OS, LLC
8,107$305.7K0.0%ETFMediumChicago, IL2026-11-03
CRA Financial Services, LLC
7,400$279.1K0.0%ETFVery LowNorthfield, NJ2026-10-16
Claro Advisors Inc.
6,990$263.6K0.0%CoreLowBoston, MA2026-11-02
First Heartland Consultants, Inc.
6,906$260.4K0.0%ETFMediumLake St. Louis, MO2026-10-08
CoreCap Advisors, LLC
6,849$258.3K0.0%ETFMediumSouthfield, MI2026-10-08
Outlook Wealth Advisors, LLC
6,755$254.7K0.1%ETFMediumShenandoah, TX2026-10-28
Signaturefd, LLC
6,527$246.1K0.0%IndexLowAtlanta, GA2026-10-23
Elmwood Wealth Management, Inc.
6,100$230.0K0.1%ETFLowBerkeley, CA2026-10-14
Schulz Wealth, Ltd.
5,930$223.6K0.1%ETFVery LowMansfield, TX2026-11-03
James T. Borello RIA
5,919$223.2K0.0%ETFVery LowEast Dundee, IL2026-10-16
Ashton Thomas Private Wealth, LLC
3,740$141.0K0.0%CoreMediumScottsdale, AZ2026-11-03
Noble Wealth Management PBC
1,800$67.9K0.0%YieldMediumGreenwood Village, CO2026-10-01
Financial Network Wealth Advisors LLC
1,238$46.7K0.0%ETFLowMurray, UT2026-10-28
IFS Advisors, LLC
1,001$37.7K0.0%ETFLowOverland Park, KS2026-10-14
Gilpin Wealth Management, LLC
400$15.1K0.0%GrowthLowDenver, CO2026-10-09
Farther Finance Advisors, LLC
180$6.8K0.0%IndexLowSan Francisco, CA2026-10-08
Evolution Wealth Management Inc.
100$3.8K0.0%ETFMediumFort Myers, FL2026-10-28