KJUL institutional holders

Innovator U.S. Small Cap Power Buffer ETF - July · 82 reporting institutions · $78.5M reported value

Funds that can replace KJUL · KJUL return decomposition

Institutional holdings

Institutions reporting KJUL, largest first
InstitutionReported positionAdvisors at firmReport period
Commonwealth Equity Services, LLC$8.7M2,8632026-06-30
Osaic Holdings, Inc.$4.9M02026-06-30
Cornerstone Wealth, Llc/tn$3.8M02026-06-30
Cetera Investment Advisers$3.5M10,3702026-06-30
Principal Securities, Inc.$3.1M1,4632026-06-30
Lpl Financial LLC$3M23,4582026-06-30
Red Crane Wealth Management, LLC$2.7M22026-06-30
Wealth Enhancement Advisory Services, LLC$2.6M1,0262026-06-30
Raymond James Financial Inc$2.6M02026-06-30
Berger Financial Group, Inc$2.4M512026-06-30
Blair William & Co/il$2.3M3292026-06-30
Bfi Wealth Solutions, LLC$2.3M12026-06-30
Kestra Advisory Services, LLC$2.1M1,4792026-06-30
Diligent Investors, LLC$1.9M32026-06-30
Compass Advisors$1.8M52026-06-30
Long Island Wealth Management, Inc.$1.8M12026-06-30
Xml Financial, LLC$1.7M282026-06-30
Independent Financial Group, LLC$1.5M4812026-06-30
Fragasso Financial Advisors Inc$1.4M252026-06-30
Founders Financial Securities LLC$1.4M1172026-06-30
Focus Partners Wealth$1.3M1,0482026-06-30
O'Donnell Financial Services, LLC$1.2M62026-06-30
Jacobi Capital Management LLC$1.1M322026-06-30
Gill Capital Partners$1.1M102026-06-30
Ifp Advisors, Inc$926K3182026-06-30
Gwn Securities Inc.$841.3K4492026-06-30
Worthpointe, LLC$840K72026-06-30
MML Investors Services, LLC$831.4K5,1202026-06-30
Dhjj Financial Advisors, Ltd.$823.2K72026-06-30
Straight Path Wealth Management$805.8K102026-06-30
Truist Financial Corp$746.8K02026-06-30
Cary Street Partners Financial LLC$669.6K02026-06-30
Tradition Wealth Management, LLC$622.4K232026-06-30
First Commonwealth Financial Corp /PA$614.7K02026-06-30
Global Trust Wealth Management LLC$577.5K32026-06-30
The Wealth Alliance, LLC$546K122026-06-30
Blue Bell Private Wealth Management, LLC$543.4K112026-06-30
Envestnet Pmc$524.9K602026-06-30
Fsa Advisors, Inc.$501.7K02026-06-30
Hightower Advisors, LLC$501.7K1,0462026-06-30
Bcs Wealth Management, LLC$477.8K82026-06-30
Keating Financial Advisory Services, Inc.$465.5K252026-06-30
Allworth Financial, LP$442.6K3172026-06-30
Chicago Partners Investment Group LLC$408K572026-06-30
Global Strategic Investment Solutions, LLC$387K42026-06-30
Miller Financial Services LLC$363.9K02026-06-30
Sunbelt Securities, Inc.$330.3K632026-03-31
Northcrest Asset Manangement, LLC$320.7K02026-06-30
Forvis Mazars Wealth Advisors, LLC$313.8K832026-06-30
Advisor Os, LLC$313.4K22026-06-30
Valtinson Bruner Financial Planning LLC$305.2K72026-06-30
Pfs Partners, LLC$303.9K102026-06-30
World Investment Advisors$292.5K3592026-06-30
Arax Advisory Partners$276.3K2322026-06-30
U.S. Capital Wealth Advisors, LLC$271.6K02026-03-31
Crown Wealth Group, LLC$263K82026-06-30
Bcgm Wealth Management, LLC$258.5K112026-06-30
Outlook Wealth Advisors, LLC$256.8K62026-06-30
Accurate Wealth Management, LLC$239.9K492026-06-30
Seros Financial, LLC$227.5K82026-06-30
Sigma Planning Corp$220K4742026-06-30
Winnacle Wealth, LLC$213.8K62026-06-30
Ae Wealth Management LLC$182.5K4712026-06-30
Fiduciary Financial Advisors$87.8K512026-06-30
Capital Investment Advisory Services, LLC$73.6K1032026-06-30
Harbour Investments, Inc.$62.4K2472026-06-30
Planvest Financial, Inc$49.8K62026-06-30
Steward Partners Investment Advisory, LLC$43.6K4812026-06-30
Corecap Advisors, LLC$38.6K1182026-06-30
Evolution Wealth Management Inc.$29.8K32026-06-30
Morgan Stanley$16.3K23,1852026-06-30
Luminist Capital LLC$11.8K52026-06-30
Noble Wealth Management Pbc.$8.2K42026-06-30
Spire Wealth Management$7.1K32026-06-30
Cape Investment Advisory, Inc.$6.8K352026-06-30
Ifg Advisory, LLC$6.8K1102026-06-30
Jdm Financial Group LLC$2.3K02026-06-30
Cambridge Investment Research Advisors, Inc.$1.1K3,9402026-03-31
Wood Tarver Financial$87852026-06-30
Capital Analysts, LLC$7326082026-06-30
Janney Montgomery Scott LLC$2051,3422026-06-30
Motiv8 Investments LLC$3102025-12-31

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: 2025-12-31 to 2026-06-30