KFEB institutional holders

Innovator U.S. Small Cap Power Buffer ETF - February · 47 reporting institutions · $22.4M reported value

Funds that can replace KFEB · KFEB return decomposition

Institutional holdings

Institutions reporting KFEB, largest first
InstitutionReported positionAdvisors at firmReport period
Raymond James Financial Inc$3.6M02026-06-30
Commonwealth Equity Services, LLC$1.7M2,8632026-06-30
Kestra Advisory Services, LLC$1.5M1,4792026-06-30
Cresset Asset Management, LLC$1.3M2122026-06-30
Susquehanna International Group, LLP$1.2M02026-06-30
Lpl Financial LLC$1.2M23,4582026-06-30
Truist Financial Corp$1M02026-06-30
Cetera Investment Advisers$951.8K10,3702026-06-30
Osaic Holdings, Inc.$897.1K02026-06-30
Cornerstone Wealth, Llc/tn$817.7K02026-06-30
Diligent Investors, LLC$621.4K32026-06-30
Faithward Advisors, LLC$616.5K182026-06-30
Focus Partners Wealth$615.9K1,0482026-06-30
Belpointe Asset Management LLC$562.8K1702026-06-30
Jt Stratford, LLC$561.6K182026-06-30
Keating Financial Advisory Services, Inc.$404K252026-06-30
Main Street Financial Solutions, LLC$331K412026-06-30
Heck Capital Advisors, LLC$321.6K242026-06-30
Beacon Pointe Advisors, LLC$319.7K4662026-06-30
Dana Investment Advisors, Inc.$316.6K262026-06-30
Phoenix Financial Ltd.$304.5K02026-06-30
Cerity Partners LLC$297.5K7772026-06-30
Apriem Advisors$295.2K132026-06-30
Fsa Advisors, Inc.$285.6K02026-06-30
Pfs Partners, LLC$251.5K102026-06-30
Weaver Consulting Group, LLC$246.3K42026-06-30
Wolverine Trading, LLC$244.9K02025-09-30
Stonebridge Financial Group, LLC$236.7K252026-06-30
Old Mission Capital LLC$230.7K02026-06-30
Crux Wealth Advisors$221.7K92026-06-30
Dhjj Financial Advisors, Ltd.$215.3K72026-06-30
Ae Wealth Management LLC$161.7K4712026-06-30
Ashton Thomas Private Wealth, LLC$158.4K962026-06-30
Harbour Investments, Inc.$137.7K2472026-06-30
Ifp Advisors, Inc$98.7K3182026-06-30
Noble Wealth Management Pbc.$37.3K42026-06-30
Timbuktu Capital Management, LLC$31.1K12026-06-30
Lanark Financial, Inc.$24.9K692026-06-30
Sunbelt Securities, Inc.$22.6K632026-03-31
Red Reef Advisors LLC$16.1K32026-06-30
Cape Investment Advisory, Inc.$15.5K352026-06-30
Blue Bell Private Wealth Management, LLC$12.4K112026-06-30
Capital Investment Advisory Services, LLC$8.5K1032026-06-30
Woodard & Co Asset Management Group Inc /adv$6.2K52026-06-30
Cambridge Investment Research Advisors, Inc.$4503,9402026-03-31
Motiv8 Investments LLC$210102025-12-31
Capital Analysts, LLC$1626082026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30