Who Owns KJUL?
Innovator U.S. Small Cap Power Buffer ETF — Institutional Ownership & 13F Holdings
$33.29
-0.03 (-0.08%)
Market Cap
$133.4M
Shares Outstanding
4,105,018
Institutional Holders
85
Total Inst. Value
$86.7M
% of Float Held
—
QoQ Holder Change
+38
Institutional data as of Q1 2025
New Positions
19
Closed Positions
11
Increased
13
Decreased
38
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | HighTower Advisors, LLC | $12.7M | 452,868 |
| 2 | Gradient Investments LLC | $10.3M | 368,120 |
| 3 | ALTFEST L J & CO INCNew | $10.2M | 364,596 |
| 4 | Maltin Wealth Management, Inc.New | $5.3M | 189,823 |
| 5 | OSAIC HOLDINGS, INC. | $3.2M | 113,851 |
| 6 | Cetera Investment Advisers | $2.9M | 102,343 |
| 7 | Onyx Bridge Wealth Group LLC | $2.8M | 98,915 |
| 8 | PRINCIPAL SECURITIES, INC. | $2.1M | 70,108 |
| 9 | Berger Financial Group, Inc | $2.0M | 72,161 |
| 10 | BLAIR WILLIAM & CO/IL | $2.0M | 71,887 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Gradient Investments LLC | +12K | $10.3M |
| ALTFEST L J & CO INCNew | +365K | $10.2M |
| Maltin Wealth Management, Inc.New | +190K | $5.3M |
| Cetera Investment Advisers | +9K | $2.9M |
| Onyx Bridge Wealth Group LLC | +2K | $2.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Allworth Financial LP | -486K | $180K |
| LEIGH BALDWIN & CO., LLC | -302K | $271K |
| HighTower Advisors, LLC | -151K | $12.7M |
| Wood Tarver Financial Group, LLC | -50K | $888K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -21K | $945K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold KJUL?
As of Q1 2025, 85 institutional investors report holding KJUL (Innovator U.S. Small Cap Power Buffer ETF) in their 13F filings.
Which hedge fund owns the most KJUL?
The largest institutional holder of KJUL is HighTower Advisors, LLC with $12.7M in shares.
Are institutions buying or selling KJUL?
This quarter, 19 institutions opened new positions in KJUL and 11 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.