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KFEB Institutional Ownership

Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - February
1W: -0.2% 1M: -1.9% YTD: -2.6%
$30.75
+0.16 (+0.52%)
 
Weekly Expected Move ±0.9%
$30 $30 $31 $31 $31
ETF CBOE · AUM $40.7M

Institutional Ownership — KFEB

56
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
23M
Total Invested
4
New Positions
6
Increased
27
Reduced
12
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (58 total)

# Holder Shares Value Change Change % Holding Period Filing
1 RAYMOND JAMES FINANCIAL INC 115,488 $4M -75,429 -39.5% 3Q SEC ↗
2 COMMONWEALTH EQUITY SERVICES, LLC 54,992 $2M -17,547 -24.2% 6Q SEC ↗
3 Kestra Advisory Services, LLC 47,934 $1M -3,783 -7.3% 5Q SEC ↗
4 Cresset Asset Management, LLC 40,821 $1M — +0.0% 2Q SEC ↗
5 SUSQUEHANNA INTERNATIONAL GROUP, LLP 38,460 $1M +18,604 +93.7% 6Q SEC ↗
6 LPL Financial LLC 38,330 $1M +4,134 +12.1% 4Q SEC ↗
7 TRUIST FINANCIAL CORP 33,623 $1M -71 -0.2% 6Q SEC ↗
8 Cetera Investment Advisers 30,635 $942K -3,747 -10.9% 6Q SEC ↗
9 OSAIC HOLDINGS, INC. 28,874 $888K -492 -1.7% 6Q SEC ↗
10 Cornerstone Wealth, LLC/TN 26,348 $810K +500 +1.9% 2Q SEC ↗
11 Diligent Investors, LLC 20,000 $615K — +0.0% 2Q SEC ↗
12 Faithward Advisors, LLC 19,842 $610K -1,006 -4.8% 6Q SEC ↗
13 Focus Partners Wealth 19,824 $610K -546 -2.7% 2Q SEC ↗
14 Belpointe Asset Management LLC 18,114 $557K -155 -0.8% 2Q SEC ↗
15 JT Stratford LLC 18,075 $556K -2,190 -10.8% 2Q SEC ↗
16 Cambridge Investment Research Advisors 15,097 $464K -936 -5.8% 6Q SEC ↗
17 Keating Financial Advisory Services, I 13,004 $400K — +0.0% 3Q SEC ↗
18 Main Street Financial Solutions, LLC 10,655 $328K — +0.0% 2Q SEC ↗
19 Heck Capital Advisors, LLC 10,350 $318K — +0.0% 2Q SEC ↗
20 Beacon Pointe Advisors, LLC 10,291 $316K — +0.0% 2Q SEC ↗
21 Dana Investment Advisors, Inc. 10,190 $313K — +0.0% 2Q SEC ↗
22 Phoenix Financial Ltd. 9,920 $305K -830 -7.7% 6Q SEC ↗
23 Cerity Partners LLC 9,574 $294K +351 +3.8% 2Q SEC ↗
24 Apriem Advisors 9,500 $292K — +0.0% 6Q SEC ↗
25 FSA Advisors, Inc. 9,193 $283K -673 -6.8% 2Q SEC ↗
26 PFS Partners, LLC 8,094 $249K +153 +1.9% 6Q SEC ↗
27 Weaver Consulting Group 7,926 $244K — +0.0% 5Q SEC ↗
28 Stonebridge Financial Group, LLC 7,619 $234K — +0.0% 2Q SEC ↗
29 OLD MISSION CAPITAL LLC NEW 7,426 $228K — +0.0% 1Q SEC ↗
30 CRUX WEALTH ADVISORS 7,135 $219K — +0.0% 2Q SEC ↗
31 DHJJ Financial Advisors, Ltd. 6,929 $213K -150 -2.1% 6Q SEC ↗
32 Capital Analysts, LLC 5,210 $160K — +0.0% 2Q SEC ↗
33 AE Wealth Management LLC 5,206 $160K +138 +2.7% 6Q SEC ↗
34 Ashton Thomas Private Wealth, LLC 5,097 $157K — +0.0% 2Q SEC ↗
35 HARBOUR INVESTMENTS, INC. 4,432 $136K -62,864 -93.4% 6Q SEC ↗
36 IFP Advisors, Inc 3,177 $98K — +0.0% 6Q SEC ↗
37 Noble Wealth Management PBC 1,200 $37K — +0.0% 4Q SEC ↗
38 Timbuktu Capital Management, LLC NEW 1,000 $31K — +0.0% 1Q SEC ↗
39 Sunbelt Securities, Inc. NEW 803 $25K — +0.0% 1Q SEC ↗
40 LANARK FINANCIAL, INC. 800 $25K — +0.0% 5Q SEC ↗
41 RED REEF ADVISORS LLC 518 $16K — +0.0% 2Q SEC ↗
42 Cape Investment Advisory, Inc. NEW 500 $15K — +0.0% 1Q SEC ↗
43 BLUE BELL PRIVATE WEALTH MANAGEMENT, L NEW 400 $12K — +0.0% 1Q SEC ↗
44 Capital Investment Advisory Services, 272 $8K — +0.0% 2Q SEC ↗
45 WOODARD & CO ASSET MANAGEMENT GROUP IN 200 $6K — +0.0% 3Q SEC ↗
46 Advisory Services Network, LLC 0 $0K -81 -100.0% 1Q SEC ↗
47 WEALTH ALLIANCE, LLC 0 $0K -8,084 -100.0% 4Q SEC ↗
48 CoreCap Advisors, LLC 0 $0K -12,074 -100.0% 1Q SEC ↗
49 Annis Gardner Whiting Capital Advisors 0 $0K -2,000 -100.0% 4Q SEC ↗
50 TopTier Wealth Management, LLC 0 $0K -3,214 -100.0% 1Q SEC ↗
Biggest Increases (6)
HolderAddedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL +18,604 +93.7% 38,460
LPL Financial LLC +4,134 +12.1% 38,330
Cornerstone Wealth, LLC/TN +500 +1.9% 26,348
Cerity Partners LLC +351 +3.8% 9,574
PFS Partners, LLC +153 +1.9% 8,094
AE Wealth Management LLC +138 +2.7% 5,206
Biggest Decreases (15)
HolderReducedChange %Total Shares
RAYMOND JAMES FINANCIAL INC -75,429 -39.5% 115,488
HARBOUR INVESTMENTS, INC. -62,864 -93.4% 4,432
COMMONWEALTH EQUITY SERVICES, LLC -17,547 -24.2% 54,992
Kestra Advisory Services, LLC -3,783 -7.3% 47,934
Cetera Investment Advisers -3,747 -10.9% 30,635
JT Stratford LLC -2,190 -10.8% 18,075
Faithward Advisors, LLC -1,006 -4.8% 19,842
Cambridge Investment Research Advis -936 -5.8% 15,097
Phoenix Financial Ltd. -830 -7.7% 9,920
FSA Advisors, Inc. -673 -6.8% 9,193
Focus Partners Wealth -546 -2.7% 19,824
OSAIC HOLDINGS, INC. -492 -1.7% 28,874
Belpointe Asset Management LLC -155 -0.8% 18,114
DHJJ Financial Advisors, Ltd. -150 -2.1% 6,929
TRUIST FINANCIAL CORP -71 -0.2% 33,623

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms