INNOVATOR U.S. SMALL CAP POW KJAN
$45.60
-0.0% 52w: $36.82 – $45.63
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data36.8241.2345.63
Jun 20, 2025 Jul 2, 2026
Institutional holders
128
+7 QoQ
13F value
$217.4M
+10.1% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns KJAN?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Compass Advisory Group LLC | Wealth advisor | 615.1K | $25.7M | 6.9% | +117.5% |
| PFS Partners, LLC | Wealth advisor | 506.4K | $21.1M | 9.7% | -0.2% |
| Long Island Wealth Management, Inc. | Wealth advisor | 473.0K | $19.7M | 9.2% | +8.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 234.3K | $9.8M | 0.0% | -3.6% |
| MBL Wealth, LLC | Wealth advisor | 221.5K | $9.2M | 0.7% | +2.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 216.9K | $9.0M | 0.0% | -11.6% |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 177.5K | $7.4M | 0.0% | +46.1% |
| Cetera Investment Advisers | Wealth advisor | 167.2K | $7.0M | 0.0% | +13.3% |
| Kestra Advisory Services, LLC | Wealth advisor | 160.1K | $6.7M | 0.0% | +55.0% |
| Berkshire Money Management, Inc. | Wealth advisor | 149.4K | $6.2M | 0.6% | Held |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 118.5K | $4.9M | 0.1% | +2.3% |
| BFI Wealth Solutions, LLC | Wealth advisor | 113.2K | $4.8M | 4.6% | +2.0% |
| LPL Financial LLC | Bank broker | 105.7K | $4.4M | 0.0% | +0.9% |
| AdvisorNet Financial, Inc | Wealth advisor | 89.7K | $3.7M | 0.2% | +0.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 77.1K | $3.2M | 0.0% | +5.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 67.1K | $2.8M | 0.0% | -28.6% |
| Pallas Capital Advisors LLC | Other | 63.3K | $2.6M | 0.1% | -9.1% |
| Sunbelt Securities, Inc. | Diversified mechanical | 62.9K | $2.6M | 0.2% | +0.4% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 52.0K | $2.2M | 0.0% | +15.2% |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | Wealth advisor | 51.7K | $2.2M | 1.9% | +0.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 48.5K | $2.0M | 0.0% | -4.6% |
| Faithward Advisors, LLC | Other | 47.9K | $2.0M | 0.3% | +27.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 43.7K | $1.8M | 0.0% | +147.3% |
| Wood Tarver Financial Group, LLC | Wealth advisor | 43.6K | $1.8M | 0.5% | -0.4% |
| DHJJ Financial Advisors, Ltd. | Wealth advisor | 36.6K | $1.5M | 0.5% | +3.3% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 36.1K | $1.5M | 0.0% | -0.2% |
| IFP Advisors, Inc | Wealth advisor | 36.1K | $1.5M | 0.0% | +2.4% |
| JT Stratford LLC | Wealth advisor | 33.6K | $1.4M | 0.2% | +10.8% |
| Weaver Consulting Group | Wealth advisor | 33.3K | $1.4M | 0.3% | +16.7% |
| RED CRANE WEALTH MANAGEMENT, LLC | Wealth advisor | 32.0K | $1.3M | 1.1% | -1.9% |
| Fragasso Financial Advisors Inc | Wealth advisor | 31.1K | $1.3M | 0.1% | -21.6% |
| Capital Analysts, LLC | Wealth advisor | 30.8K | $1.3M | 0.0% | +0.4% |
| JDM Financial Group LLC | Wealth advisor | 30.7K | $1.3M | 0.5% | Held |
| Janney Montgomery Scott LLC | Diversified mechanical | 29.8K | $1.2M | 0.0% | +63.0% |
| FSA Advisors, Inc. | Wealth advisor | 29.1K | $1.2M | 0.8% | +1.3% |
| FOUNDERS FINANCIAL SECURITIES LLC | Wealth advisor | 27.1K | $1.2M | 0.1% | +18.2% |
| OneDigital Investment Advisors LLC | Wealth advisor | 27.0K | $1.1M | 0.0% | +3.9% |
| Miller Financial Services LLC | Other | 26.9K | $1.1M | 1.3% | +11.4% |
| AssuredPartners Investment Advisors, LLC | Wealth advisor | 26.5K | $1.1M | 0.1% | -1.8% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | Wealth advisor | 25.9K | $1.1M | 0.2% | +8524.0% |
| WEALTH ALLIANCE, LLC | Wealth advisor | 25.7K | $1.1M | 0.1% | +0.4% |
| VanWeelden Wealth Management, LLC | Wealth advisor | 24.4K | $1.0M | 0.8% | New |
| Brookstone Capital Management | Wealth advisor | 23.8K | $993K | 0.0% | -68.7% |
| BCGM Wealth Management, LLC | Wealth advisor | 22.5K | $937K | 0.2% | Held |
| HBW ADVISORY SERVICES LLC | Wealth advisor | 21.5K | $896K | 0.1% | +17.3% |
| HighTower Advisors, LLC | Diversified mechanical | 20.9K | $870K | 0.0% | -70.9% |
| Advisor OS, LLC | Wealth advisor | 20.8K | $869K | 0.1% | New |
| Cornerstone Wealth, LLC/TN | Wealth advisor | 19.6K | $859K | 0.5% | — |
| First Commonwealth Financial Corp /PA/ | Wealth advisor | 18.9K | $790K | 0.1% | +21.5% |
| Crown Wealth Group, LLC | Wealth advisor | 18.8K | $783K | 0.2% | +131.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.