Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / US SML CP PWR B
-
Number of holders
-
84
-
Total 13F shares, excl. options
-
5,716,560
-
Shares change
-
-583,607
-
Total reported value, excl. options
-
$155,195,475
-
Value change
-
-$15,630,636
-
Number of buys
-
35
-
Number of sells
-
-32
-
Price
-
$27.08
Significant Holders of INNOVATOR ETFS TRUST - US SML CP PWR B (KJUL) as of Q4 2023
88 filings reported holding KJUL - INNOVATOR ETFS TRUST - US SML CP PWR B as of Q4 2023.
INNOVATOR ETFS TRUST - US SML CP PWR B (KJUL) has 84 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5,716,560 shares
.
Largest 10 shareholders include Gradient Investments LLC (644,887 shares), HighTower Advisors, LLC (636,226 shares), COMMONWEALTH EQUITY SERVICES, LLC (438,115 shares), PERSONAL CFO SOLUTIONS, LLC (383,493 shares), Legacy CG, LLC (370,812 shares), Allworth Financial LP (299,348 shares), Tradition Wealth Management, LLC (220,767 shares), PFS Partners, LLC (190,921 shares), CARY STREET PARTNERS INVESTMENT ADVISORY LLC (169,814 shares), and Maltin Wealth Management, Inc. (166,250 shares).
This table shows the top 84 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.