Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / US SML CP PWR B
-
Number of holders
-
35
-
Total 13F shares, excl. options
-
2,014,357
-
Shares change
-
+1,073,211
-
Total reported value, excl. options
-
$53,409,409
-
Value change
-
+$28,695,789
-
Number of buys
-
31
-
Number of sells
-
-5
-
Price
-
$26.11
Significant Holders of INNOVATOR ETFS TRUST - US SML CP PWR B (KJUL) as of Q3 2021
38 filings reported holding KJUL - INNOVATOR ETFS TRUST - US SML CP PWR B as of Q3 2021.
INNOVATOR ETFS TRUST - US SML CP PWR B (KJUL) has 35 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,014,357 shares
.
Largest 10 shareholders include Tradition Wealth Management, LLC (570,332 shares), Compass Advisory Group LLC (416,550 shares), PERSONAL CFO SOLUTIONS, LLC (320,455 shares), ADVISOR GROUP HOLDINGS, INC. (129,760 shares), Marcum Wealth, LLC (78,534 shares), STEPHENS INC /AR/ (59,169 shares), COMMONWEALTH EQUITY SERVICES, LLC (56,287 shares), Cambridge Investment Research Advisors, Inc. (51,049 shares), Fragasso Group Inc. (36,984 shares), and GILL CAPITAL PARTNERS, LLC (34,525 shares).
This table shows the top 35 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.