Innovator U.S. Small Cap Power Buffer ETF
KJUL • BATS
Innovator U.S. Small Cap Power Buffer ETF is an exchange-traded fund on BATS. As of Q3 2025, 83 institutional investors hold shares in this ETF, with total holdings valued at $97.3M. Compass Advisory Group LLC is the largest holder with a position valued at $14.5M.
Overview
Overview of institutional ownership in KJUL as of Q3 2025
All Institutions
- Institutions
- 83
- Value Held
- $97.3M
- Shares Held
- 3.1M
- Avg Position
- $1.2M
- Median Position
- $418.0K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in KJUL as of Q3 2025
| Institution | Position Value |
|---|---|
 Compass Advisory Group LLC RIA/Wealth | $14.5M 4.07% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $8.2M 0.01% of portfolio |
 HighTower Advisors, LLC RIA/Wealth | $6.8M 0.01% of portfolio |
A Advisor Group Holdings, Inc. Institution | $4.9M 0.01% of portfolio |
C CARY STREET PARTNERS FINANCIAL LLC Institution | $4.8M 0.13% of portfolio |
 XML Financial, LLC RIA/Wealth | $4.6M 0.38% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $4.0M 0.00% of portfolio |
 PRINCIPAL SECURITIES, INC. RIA/Wealth | $2.8M 0.05% of portfolio |
 Kestra Advisory Services, LLC RIA/Wealth | $2.5M 0.01% of portfolio |
 RED CRANE WEALTH MANAGEMENT, LLC RIA/Wealth | $2.3M 2.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for KJUL in Q3 2025
- Traded
- +$11.1M
- Buyers
- 46
- Sellers
- 23
- Total Bought
- +$22.1M
- Total Sold
- −$11.1M
- Avg Position
- $1.1M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Compass Advisory Group LLC RIA/Wealth | +$13.1M +422.4K shares |
Cetera Investment Advisers RIA/Wealth | +$1.0M +33.8K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$1.0M +32.8K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$748.7K +24.2K shares |
PRINCIPAL SECURITIES, INC. RIA/Wealth | +$688.1K +22.2K shares |
A Advisor Group Holdings, Inc. Institution | +$587.7K +19.1K shares |
 Luminist Capital LLC RIA/Wealth | +$418.0K +13.5K shares |
 Arete Wealth Advisors, LLC RIA/Wealth | +$285.6K +9.2K shares |
 WINNOW WEALTH LLC RIA/Wealth | +$259.2K +8.4K shares |
RED CRANE WEALTH MANAGEMENT, LLC RIA/Wealth | +$249.3K +8.1K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 BCJ Capital Management, LLC RIA/Wealth | −$3.1M −107.8K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$2.5M −81.4K shares |
 Crown Wealth Group, LLC RIA/Wealth | −$1.5M −49.7K shares |
 Cypress Wealth Services, LLC RIA/Wealth | −$1.5M −50.2K shares |
 M Holdings Securities, Inc. RIA/Wealth | −$1.1M −39.1K shares |
 ODonnell Financial Services, LLC RIA/Wealth | −$368.5K −11.9K shares |
Kestra Advisory Services, LLC RIA/Wealth | −$251.1K −8.1K shares |
 Fragasso Group Inc. RIA/Wealth | −$186.6K −6.0K shares |
 BKD Wealth Advisors, LLC RIA/Wealth | −$142.5K −4.6K shares |
−$60.4K −1.9K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited KJUL in Q3 2025
- New Positions
- 10
- New Value
- $1.8M
- Exited Positions
- 5
- Exited Value
- $5.8M
New Positions
| Institution | Position Value |
|---|---|
Arete Wealth Advisors, LLC RIA/Wealth | $285.6K 9.2K shares |
 Mutual Advisors, LLC RIA/Wealth | $236.5K 7.6K shares |
P Phoenix Holdings Ltd. Institution | $226.0K 7.3K shares |
 FIDUCIARY FINANCIAL GROUP, LLC RIA/Wealth | $225.7K 7.3K shares |
G GTS SECURITIES LLC Institution | $213.4K 6.9K shares |
 Seros Financial, LLC RIA/Wealth | $207.4K 6.7K shares |
 Collaborative Wealth Managment Inc. RIA/Wealth | $201.1K 6.5K shares |
$159.0K 5.1K shares | |
F Financial Gravity Wealth, Inc. Institution | $88.4K 2.9K shares |
 JDM Financial Group LLC RIA/Wealth | $2.1K 69.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
BCJ Capital Management, LLC RIA/Wealth | $3.1M 107.8K shares |
Cypress Wealth Services, LLC RIA/Wealth | $1.5M 50.2K shares |
M Holdings Securities, Inc. RIA/Wealth | $1.1M 39.1K shares |
 INVESTMENT MANAGEMENT CORP /VA/ /ADV RIA/Wealth | $55.4K 1.9K shares |
 Ameritas Advisory Services, LLC RIA/Wealth | $29.2K 1.0K shares |
Options Activity
Institutions with the largest Call and Put options positions in KJUL as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with KJUL as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Compass Advisory Group LLC RIA/Wealth | 4.07% $14.5M |
RED CRANE WEALTH MANAGEMENT, LLC RIA/Wealth | 2.00% $2.3M |
0.84% $1.4M | |
 Long Island Wealth Management, Inc. RIA/Wealth | 0.68% $1.4M |
D Diligent Investors, LLC RIA/Wealth | 0.45% $1.8M |
ODonnell Financial Services, LLC RIA/Wealth | 0.42% $1.2M |
Luminist Capital LLC RIA/Wealth | 0.41% $418.0K |
M Miller Financial Services LLC RIA/Wealth | 0.40% $339.4K |
XML Financial, LLC RIA/Wealth | 0.38% $4.6M |
F FSA Advisors, Inc. Institution | 0.31% $363.2K |
