Who Owns Innovator U.S. Small Cap Power Buffer ETF (KJUL)?Hedge Fund & Institutional Holders

$31.75-0.02 (-0.06%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.5334000800000035e+277T

% of Float Held

—

QoQ Change in Holders

+15 / -5

Price History

$25.96$27.62$29.28$30.95$32.61Sep 24Jun 25Mar 26

KJUL — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Compass Advisory Group LLCNew Position+484K+$15.3B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+264K+$8.0B
RED CRANE WEALTH MANAGEMENT, LLCNew Position+75K+$2.4B
Long Island Wealth Management, Inc.New Position+46K+$1.5B
OLD MISSION CAPITAL LLCNew Position+45K+$1.4B
GILL CAPITAL PARTNERS, LLCNew Position+32K+$1.0B
WorthPointe, LLCNew Position+26K+$812.0M
DHJJ Financial Advisors, Ltd.New Position+25K+$800.0M
Straight Path Wealth ManagementNew Position+23K+$744.0M
CORRADO ADVISORS, LLCNew Position+22K+$682.0M
Outlook Wealth Advisors, LLCNew Position+12K+$392.0M
Forvis Mazars Wealth Advisors, LLCNew Position+11K+$357.0M
Valtinson Bruner Financial Planning LLCNew Position+10K+$318.0M
PFS Partners, LLCNew Position+9K+$289.0M
Crown Wealth Group, LLCNew Position+8K+$251.0M

KJUL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
HighTower Advisors, LLCDecreased-4K-$6.8B
Cetera Investment AdvisersDecreased-20K-$4.0B
OSAIC HOLDINGS, INC.Decreased-12K-$1.9B
CARY STREET PARTNERS FINANCIAL LLCDecreased-51K-$1.5B
RAYMOND JAMES FINANCIAL INCDecreased-106-$1.3B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-11K-$1.0B
IFP Advisors, IncDecreased-3K-$911.4M
LEIGH BALDWIN & CO., LLCClosed Position-37K-$664.7M
Luminist Capital LLCClosed Position-14K-$418.0M
Kingsview Wealth Management, LLCClosed Position-10K-$304.4M
HARBOUR INVESTMENTS, INC.Decreased-8K-$295.0M
BLAIR WILLIAM & CO/ILDecreased-2K-$203.6M
Advisory Services Network, LLCClosed Position-4K-$116.0M
Financial Gravity Asset Management, Inc.Closed Position-3K-$88.4M
Sigma Planning CorpDecreased-3K-$73.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Compass Advisory Group LLC483,725$15.3B4.14%Share
2COMMONWEALTH EQUITY SERVICES, LLC263,533$8.0B0.01%Share
3CARY STREET PARTNERS FINANCIAL LLC104,592$3.3B0.08%Share
4OSAIC HOLDINGS, INC.122,297$3.0B0.00%Share
5RED CRANE WEALTH MANAGEMENT, LLC74,859$2.4B1.94%Share
6Berger Financial Group, Inc73,273$2.3B0.13%Share
7BLAIR WILLIAM & CO/IL68,837$2.0B0.01%Share
8Long Island Wealth Management, Inc.45,886$1.5B0.69%Share
9OLD MISSION CAPITAL LLC45,407$1.4B0.03%Share
10Fragasso Financial Advisors Inc40,980$1.3B0.08%Share
11ODonnell Financial Services, LLC35,832$1.1B0.39%Share
12Jacobi Capital Management LLC32,545$1.0B0.06%Share
13GILL CAPITAL PARTNERS, LLC32,416$1.0B0.31%Share
14RAYMOND JAMES FINANCIAL INC50,125$1.0B0.00%Share
15Focus Partners Wealth37,685$1.0B0.00%Share
16WorthPointe, LLC25,615$812.0M0.21%Share
17DHJJ Financial Advisors, Ltd.25,238$800.0M0.27%Share
18Straight Path Wealth Management23,475$744.0M0.20%Share
19CORRADO ADVISORS, LLC21,514$682.0M0.34%Share
20Tradition Wealth Management, LLC18,322$580.0M0.04%Share
21Outlook Wealth Advisors, LLC12,369$392.0M0.09%Share
22FSA Advisors, Inc.11,730$371.0M0.26%Share
23Forvis Mazars Wealth Advisors, LLC11,289$357.0M0.01%Share
24Sunbelt Securities, Inc.10,366$328.0M0.02%Share
25Valtinson Bruner Financial Planning LLC10,057$318.0M0.09%Share
26PFS Partners, LLC9,147$289.0M0.13%Share
27Crown Wealth Group, LLC7,946$251.0M0.07%Share
28BCGM Wealth Management, LLC7,610$241.0M0.06%Share
29WINNOW WEALTH LLC7,321$234.0M0.17%Share
30FIDUCIARY FINANCIAL GROUP, LLC7,290$231.0M0.03%Share
31Sigma Planning Corp6,999$221.0M0.01%Share
32Keystone Wealth Services, LLC5,165$213.0M0.04%Share
33Seros Financial, LLC6,698$212.0M0.12%Share
34Collaborative Wealth Managment Inc.6,458$204.0M0.07%Share
35Capital Investment Advisory Services, LLC2,167$68.0M0.00%Share
36CoreCap Advisors, LLC1,405$44.0M0.00%Share
37Whipplewood Advisors, LLC393$12.0M0.01%Share
38HighTower Advisors, LLC215,496$6.0M0.01%Share
39Spire Wealth Management208$6.0M0.00%Share
40XML Financial, LLC133,300$4.0M0.33%Share
41UBS Group AG144$4.0M0.00%Share
42Cetera Investment Advisers108,640$3.0M0.00%Share
43PRINCIPAL SECURITIES, INC.90,668$2.0M0.03%Share
44JDM Financial Group LLC69$2.0M0.00%Share
45Kestra Advisory Services, LLC79,813$2.0M0.01%Share
46WEALTH ENHANCEMENT ADVISORY SERVICES, LLC57,514$1.9M0.00%Share
47Diligent Investors, LLC57,159$1.8M0.45%Share
48BFI Wealth Solutions, LLC42,761$1.4M1.29%Share
49LPL Financial LLC58,118$1.0M0.00%Share
50Cambridge Investment Research Advisors, Inc.35,984$1.0M0.00%Share

KJUL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202583$53.4B+38
Q3 202545$41.1B-29
Q2 202574$54.8B-11
Q1 202585$76.5B+8
Q4 202477$5.6T+29
Q3 202448$8.5T+1
Q2 202447$4.5T+0
Q1 202447$335.3T—

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As of Q4 2025, 50 institutional investors hold KJUL (Innovator U.S. Small Cap Power Buffer ETF). The largest holder is Compass Advisory Group LLC with $15.3B in shares. This quarter, 15 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own KJUL?

As of Q4 2025, 50 institutional investors report holding KJUL (Innovator U.S. Small Cap Power Buffer ETF) in their 13F filings.

Who is the largest institutional holder of KJUL?

The largest institutional holder of KJUL is Compass Advisory Group LLC with $15.3B in shares.

Is institutional ownership of KJUL increasing or decreasing?

This quarter, 15 institutions opened new positions in KJUL and 5 closed their positions.