Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / US SML CP PWR B
-
Number of holders
-
59
-
Total 13F shares, excl. options
-
2,160,497
-
Shares change
-
+764,671
-
Total reported value, excl. options
-
$65,357,439
-
Value change
-
+$23,530,633
-
Number of buys
-
39
-
Number of sells
-
-11
-
Price
-
$30.44
Significant Holders of INNOVATOR ETFS TRUST - US SML CP PWR B (KJAN) as of Q1 2021
61 filings reported holding KJAN - INNOVATOR ETFS TRUST - US SML CP PWR B as of Q1 2021.
INNOVATOR ETFS TRUST - US SML CP PWR B (KJAN) has 59 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,160,497 shares
.
Largest 10 shareholders include CITADEL ADVISORS LLC (589,221 shares), Tradition Wealth Management, LLC (204,377 shares), Valtinson Bruner Financial Planning LLC (111,145 shares), Compass Advisory Group LLC (104,036 shares), Vista Private Wealth Partners. LLC (97,503 shares), Carroll Financial Associates, Inc. (80,800 shares), ADVISOR GROUP HOLDINGS, INC. (74,590 shares), Berkshire Money Management, Inc. (71,275 shares), Marcum Wealth, LLC (68,263 shares), and David R. Rahn & Associates Inc. (61,366 shares).
This table shows the top 59 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.