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KMAY Institutional Ownership

Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - May
1W: -0.2% 1M: -2.2% YTD: -3.1%
$29.81
+0.10 (+0.34%)
 
Weekly Expected Move ±1.0%
$29 $30 $30 $30 $30
ETF CBOE · AUM $47.5M

Institutional Ownership — KMAY

40
Institutional Holders
+17 vs prior quarter
0.0%
Ownership
+0.00pp
38M
Total Invested
20
New Positions
9
Increased
6
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (42 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Gradient Investments LLC NEW 475,270 $14M — +0.0% 1Q SEC ↗
2 RAYMOND JAMES FINANCIAL INC NEW 138,206 $4M — +0.0% 1Q SEC ↗
3 OSAIC HOLDINGS, INC. NEW 103,961 $3M — +0.0% 1Q SEC ↗
4 HARBOUR INVESTMENTS, INC. 66,012 $2M +64,452 +4131.5% 5Q SEC ↗
5 COMMONWEALTH EQUITY SERVICES, LLC 53,765 $2M +28,659 +114.2% 5Q SEC ↗
6 SUSQUEHANNA INTERNATIONAL GROUP, LLP 47,578 $1M +24,215 +103.6% 5Q SEC ↗
7 Cetera Investment Advisers 47,059 $1M +34,697 +280.7% 5Q SEC ↗
8 INVESTMENT MANAGEMENT CORP /VA/ /ADV NEW 34,737 $1M — +0.0% 1Q SEC ↗
9 Diligent Investors, LLC NEW 32,150 $958K — +0.0% 1Q SEC ↗
10 First Commonwealth Financial Corp /PA 26,497 $790K +9,653 +57.3% 4Q SEC ↗
11 Cornerstone Wealth, LLC/TN NEW 18,284 $545K — +0.0% 1Q SEC ↗
12 Private Advisor Group, LLC NEW 17,970 $536K — +0.0% 1Q SEC ↗
13 LPL Financial LLC NEW 16,713 $498K — +0.0% 1Q SEC ↗
14 Kestra Advisory Services, LLC 15,148 $452K +6,885 +83.3% 5Q SEC ↗
15 Jefferies Financial Group Inc. NEW 14,360 $428K — +0.0% 1Q SEC ↗
16 WEALTH ALLIANCE, LLC 13,152 $392K +2,736 +26.3% 5Q SEC ↗
17 Main Street Financial Solutions, LLC NEW 13,024 $388K — +0.0% 1Q SEC ↗
18 Annis Gardner Whiting Capital Advisors 12,900 $385K — +0.0% 5Q SEC ↗
19 OLD MISSION CAPITAL LLC 11,869 $354K -8,865 -42.8% 5Q SEC ↗
20 Keating Financial Advisory Services, I 11,046 $329K +2,739 +33.0% 3Q SEC ↗
21 Phoenix Financial Ltd. 10,650 $317K -3,030 -22.1% 5Q SEC ↗
22 FIDUCIARY FINANCIAL GROUP, LLC 10,351 $309K +1,145 +12.4% 4Q SEC ↗
23 Cresset Asset Management, LLC 10,065 $300K — +0.0% 5Q SEC ↗
24 Ponta Wealth Partners, LLC NEW 9,273 $276K — +0.0% 1Q SEC ↗
25 Wood Tarver Financial Group, LLC NEW 8,053 $240K — +0.0% 1Q SEC ↗
26 TRUIST FINANCIAL CORP NEW 7,923 $236K — +0.0% 1Q SEC ↗
27 WEALTH ENHANCEMENT ADVISORY SERVICES, NEW 7,395 $220K — +0.0% 1Q SEC ↗
28 DHJJ Financial Advisors, Ltd. 6,231 $186K -955 -13.3% 5Q SEC ↗
29 Allworth Financial LP 5,115 $152K -45,962 -90.0% 5Q SEC ↗
30 PHILLIPS FINANCIAL MANAGEMENT, LLC 4,920 $147K -1 -0.0% 3Q SEC ↗
31 PFS Partners, LLC NEW 3,076 $92K — +0.0% 1Q SEC ↗
32 Capital Analysts, LLC 2,363 $70K — +0.0% 5Q SEC ↗
33 BlackRock, Inc. NEW 1,950 $58K — +0.0% 1Q SEC ↗
34 IFP Advisors, Inc NEW 1,702 $51K — +0.0% 1Q SEC ↗
35 UBS Group AG NEW 1,260 $38K — +0.0% 1Q SEC ↗
36 Noble Wealth Management PBC 1,000 $30K — +0.0% 4Q SEC ↗
37 CREATIVE FINANCIAL DESIGNS INC /ADV NEW 1,000 $30K — +0.0% 1Q SEC ↗
38 Ashton Thomas Private Wealth, LLC NEW 683 $20K — +0.0% 1Q SEC ↗
39 JDM Financial Group LLC 199 $6K — +0.0% 4Q SEC ↗
40 SeaCrest Wealth Management, LLC 0 $0K -64,800 -100.0% 4Q SEC ↗
41 CORRADO ADVISORS, LLC 0 $0K -8,519 -100.0% 3Q SEC ↗
42 Maltin Wealth Management, Inc. 0 $0K -240,266 -100.0% 3Q SEC ↗
Biggest Increases (9)
HolderAddedChange %Total Shares
HARBOUR INVESTMENTS, INC. +64,452 +4131.5% 66,012
Cetera Investment Advisers +34,697 +280.7% 47,059
COMMONWEALTH EQUITY SERVICES, LLC +28,659 +114.2% 53,765
SUSQUEHANNA INTERNATIONAL GROUP, LL +24,215 +103.6% 47,578
First Commonwealth Financial Corp / +9,653 +57.3% 26,497
Kestra Advisory Services, LLC +6,885 +83.3% 15,148
Keating Financial Advisory Services +2,739 +33.0% 11,046
WEALTH ALLIANCE, LLC +2,736 +26.3% 13,152
FIDUCIARY FINANCIAL GROUP, LLC +1,145 +12.4% 10,351
Biggest Decreases (5)
HolderReducedChange %Total Shares
Allworth Financial LP -45,962 -90.0% 5,115
OLD MISSION CAPITAL LLC -8,865 -42.8% 11,869
Phoenix Financial Ltd. -3,030 -22.1% 10,650
DHJJ Financial Advisors, Ltd. -955 -13.3% 6,231
PHILLIPS FINANCIAL MANAGEMENT, LLC -1 -0.0% 4,920

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