KJUL

Innovator U.S. Small Cap Pow
UnclassifiedUSCUSIP 45782C284◍ Confluence graph
Tracked 13F Holders
17
-2 QoQ
13F Value (tracked)
$18.9M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)1 adding · 7 trimming
Insider net (180d)$0
Price history not yet available for KJUL.
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which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

17 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Kestra Advisory Services, LLC
$3.1M
96K
+20%
Added · +16K sh
Q1 2026
2PRINCIPAL SECURITIES, INC.
$2.9M
90K
−0.3%
Reduced · −235 sh
Q1 2026
3Berger Financial Group, Inc
$2.3M
72K
−1.4%
Reduced · −1K sh
Q1 2026
4BLAIR WILLIAM & CO/IL
$2.2M
68K
−0.7%
Reduced · −450 sh
Q1 2026
5INDEPENDENT FINANCIAL GROUP, LLC
$1.5M
46K
Held
Q1 2026
6Fragasso Financial Advisors Inc
$1.3M
41K
−0.8%
Reduced · −343 sh
Q1 2026
7WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$1.3M
48K
−16%
Reduced · −9K sh
Q1 2026
8Jacobi Capital Management LLC
$1.0M
33K
Held
Q1 2026
9IFP Advisors, Inc
$876K
27K
+4.2%
Added · +1K sh
Q1 2026
10MML INVESTORS SERVICES, LLC
$617K
19K
−13%
Reduced · −3K sh
Q1 2026
11Chicago Partners Investment Group LLC
$484K
15K
−13%
Reduced · −2K sh
Q1 2026
12Forvis Mazars Wealth Advisors, LLC
$322K
10K
−11%
Reduced · −1K sh
Q1 2026
13U.S. Capital Wealth Advisors, LLC
$272K
8K
−4.8%
Reduced · −430 sh
Q1 2026
14NorthCrest Asset Manangement, LLC
$253K
8K
−25%
Reduced · −3K sh
Q1 2026
15Sigma Planning Corp
$223K
7K
−0.3%
Reduced · −22 sh
Q1 2026
16Phoenix Financial Ltd.
$221K
7K
−5.5%
Reduced · −400 sh
Q1 2026
17Steward Partners Investment Advisory, LLC
$41K
1K
−87%
Reduced · −8K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
0
funds
Added
1
funds
Reduced
7
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

40 funds+24 since Q2 2022
02345Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $76.9M

Funds that own KJUL also own

CompanyCo-held byCombined value
ISHARES CORE S&P 500 ETFIVV17 funds$6.4B
APPLE INCAAPL17 funds$4.7B
NVIDIA CORPNVDA17 funds$4.3B
MICROSOFT CORPMSFT17 funds$4.2B
AMAZON.COM INCAMZN17 funds$3.9B
ALPHABET INC-CL AGOOGL17 funds$2.7B
SS SPDR S&P 500 ETF TRUST-USSPY17 funds$2.3B
ALPHABET INC-CL CGOOG17 funds$2.3B
VANGUARD S&P 500 ETFVOO17 funds$2.1B
JPMORGAN CHASE & COJPM17 funds$1.9B
INVESCO QQQ TRUST SERIES 1QQQ17 funds$1.7B
META PLATFORMS INC-CLASS AMETA17 funds$1.6B

Ranked by how many of KJUL's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for KJUL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.