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KMAR Institutional Ownership

Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - March
1W: -0.1% 1M: -1.9% YTD: -2.6%
$31.81
+0.12 (+0.39%)
 
Weekly Expected Move ±1.0%
$31 $31 $32 $32 $32
ETF CBOE · AUM $31.7M

Institutional Ownership — KMAR

39
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
20M
Total Invested
6
New Positions
13
Increased
14
Reduced
6
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (42 total)

# Holder Shares Value Change Change % Holding Period Filing
1 RAYMOND JAMES FINANCIAL INC 95,179 $3M -1,030 -1.1% 2Q SEC ↗
2 Cetera Investment Advisers 68,478 $2M +28,478 +71.2% 6Q SEC ↗
3 COMMONWEALTH EQUITY SERVICES, LLC 56,248 $2M -2,410 -4.1% 6Q SEC ↗
4 HighTower Advisors, LLC 33,000 $1M +22,669 +219.4% 2Q SEC ↗
5 Kestra Advisory Services, LLC 30,334 $965K +7,751 +34.3% 6Q SEC ↗
6 OLD MISSION CAPITAL LLC 28,082 $893K +5,478 +24.2% 3Q SEC ↗
7 First Commonwealth Financial Corp /PA NEW 25,421 $809K — +0.0% 1Q SEC ↗
8 Miller Financial Services LLC 23,750 $755K +150 +0.6% 2Q SEC ↗
9 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 22,484 $715K — +0.0% 1Q SEC ↗
10 LPL Financial LLC 21,277 $677K -4,053 -16.0% 2Q SEC ↗
11 TRUIST FINANCIAL CORP 20,468 $651K +1,499 +7.9% 5Q SEC ↗
12 Beacon Financial Advisory LLC 19,345 $615K -111 -0.6% 2Q SEC ↗
13 Faithward Advisors, LLC NEW 17,835 $567K — +0.0% 1Q SEC ↗
14 Diligent Investors, LLC 14,300 $455K +3,300 +30.0% 2Q SEC ↗
15 Ballast Rock Private Wealth LLC 13,709 $436K +3,456 +33.7% 2Q SEC ↗
16 ENVESTNET ASSET MANAGEMENT INC 13,218 $420K -10 -0.1% 5Q SEC ↗
17 TrustBank 11,695 $372K +1,350 +13.0% 3Q SEC ↗
18 Cyndeo Wealth Partners, LLC 10,750 $342K — +0.0% 2Q SEC ↗
19 FIDUCIARY FINANCIAL GROUP, LLC 9,948 $316K +2,548 +34.4% 2Q SEC ↗
20 Keating Financial Advisory Services, I 9,618 $306K — +0.0% 3Q SEC ↗
21 Cerity Partners LLC 9,244 $294K — +0.0% 2Q SEC ↗
22 Phoenix Financial Ltd. 7,880 $251K -1,445 -15.5% 6Q SEC ↗
23 OSAIC HOLDINGS, INC. 7,603 $242K +1,595 +26.5% 6Q SEC ↗
24 Private Advisor Group, LLC 7,100 $226K — +0.0% 2Q SEC ↗
25 PFS Partners, LLC 7,075 $225K +1,439 +25.5% 5Q SEC ↗
26 Main Street Financial Solutions, LLC NEW 6,690 $213K — +0.0% 1Q SEC ↗
27 NewEdge Advisors, LLC NEW 6,550 $208K — +0.0% 1Q SEC ↗
28 Stonebridge Financial Group, LLC NEW 6,511 $207K — +0.0% 1Q SEC ↗
29 DHJJ Financial Advisors, Ltd. 6,431 $205K -100 -1.5% 6Q SEC ↗
30 IFP Advisors, Inc 3,892 $124K +679 +21.1% 6Q SEC ↗
31 HARBOUR INVESTMENTS, INC. 2,931 $93K -484 -14.2% 6Q SEC ↗
32 PHILLIPS FINANCIAL MANAGEMENT, LLC 1,347 $43K — +0.0% 3Q SEC ↗
33 Anfield Capital Management, LLC NEW 757 $24K — +0.0% 1Q SEC ↗
34 AE Wealth Management LLC 500 $16K — +0.0% 2Q SEC ↗
35 SYON CAPITAL LLC 0 $0K -13,490 -100.0% 1Q SEC ↗
36 WELLINGTON-ALTUS USA INC. 0 $0K -4,200 -100.0% 1Q SEC ↗
37 CORRADO ADVISORS, LLC 0 $0K -12,676 -100.0% 4Q SEC ↗
38 Atlantic Private Wealth, LLC 0 $0K -4,300 -100.0% 1Q SEC ↗
39 Annis Gardner Whiting Capital Advisors 0 $0K -433 -100.0% 1Q SEC ↗
40 Cresset Asset Management, LLC 0 $0K -21,425 -100.0% 1Q SEC ↗
41 UBS Group AG 0 $0K -903 -100.0% 1Q SEC ↗
42 Advisory Services Network, LLC 0 $0K -600 -100.0% 1Q SEC ↗

Recent Activity

Biggest Increases (13)
HolderAddedChange %Total Shares
Cetera Investment Advisers +28,478 +71.2% 68,478
HighTower Advisors, LLC +22,669 +219.4% 33,000
Kestra Advisory Services, LLC +7,751 +34.3% 30,334
OLD MISSION CAPITAL LLC +5,478 +24.2% 28,082
Ballast Rock Private Wealth LLC +3,456 +33.7% 13,709
Diligent Investors, LLC +3,300 +30.0% 14,300
FIDUCIARY FINANCIAL GROUP, LLC +2,548 +34.4% 9,948
OSAIC HOLDINGS, INC. +1,595 +26.5% 7,603
TRUIST FINANCIAL CORP +1,499 +7.9% 20,468
PFS Partners, LLC +1,439 +25.5% 7,075
TrustBank +1,350 +13.0% 11,695
IFP Advisors, Inc +679 +21.1% 3,892
Miller Financial Services LLC +150 +0.6% 23,750
Biggest Decreases (8)
HolderReducedChange %Total Shares
LPL Financial LLC -4,053 -16.0% 21,277
COMMONWEALTH EQUITY SERVICES, LLC -2,410 -4.1% 56,248
Phoenix Financial Ltd. -1,445 -15.5% 7,880
RAYMOND JAMES FINANCIAL INC -1,030 -1.1% 95,179
HARBOUR INVESTMENTS, INC. -484 -14.2% 2,931
Beacon Financial Advisory LLC -111 -0.6% 19,345
DHJJ Financial Advisors, Ltd. -100 -1.5% 6,431
ENVESTNET ASSET MANAGEMENT INC -10 -0.1% 13,218

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