Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / US SML CP PWR B
-
Number of holders
-
127
-
Total 13F shares, excl. options
-
6,267,010
-
Shares change
-
+599,857
-
Total reported value, excl. options
-
$224,135,913
-
Value change
-
+$21,262,218
-
Number of buys
-
65
-
Number of sells
-
-49
-
Price
-
$35.74
Significant Holders of INNOVATOR ETFS TRUST - US SML CP PWR B (KJAN) as of Q1 2025
133 filings reported holding KJAN - INNOVATOR ETFS TRUST - US SML CP PWR B as of Q1 2025.
INNOVATOR ETFS TRUST - US SML CP PWR B (KJAN) has 127 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6,267,010 shares
.
Largest 10 shareholders include Compass Advisory Group LLC (536,845 shares), PFS Partners, LLC (519,370 shares), COMMONWEALTH EQUITY SERVICES, LLC (434,843 shares), Cetera Investment Advisers (432,970 shares), STEPHENS INC /AR/ (429,752 shares), MBL Wealth, LLC (324,103 shares), Long Island Wealth Management, Inc. (295,780 shares), Berkshire Money Management, Inc. (253,641 shares), OSAIC HOLDINGS, INC. (180,744 shares), and RAYMOND JAMES FINANCIAL INC (126,513 shares).
This table shows the top 127 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.