KJAN

Innovator U.s. Small Cap Pow

+$19.0M

Net Activity

Institutions Holding

127

Popularity Rank

#3938

Avg Weight

0.37%

Total Value

$216.5M

Ownership Trend

127 institutions currently hold KJAN, with 65 net buyers and 42 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

42

Net Buying Institutions

65

Key Holders

Key Holders

Top 5 by Value

CA
Compass Advisory Group LLC
$25.7M
PP
PFS Partners, LLC
$21.1M
LI
Long Island Wealth Management, Inc.
$19.7M
OH
Osaic Holdings, INC.
$9.8M
MW
MBL Wealth, LLC
$9.2M

Top 5 by Conviction

PP
PFS Partners, LLC
9.69%
LI
Long Island Wealth Management, Inc.
9.15%
CA
Compass Advisory Group LLC
6.87%
BW
BFI Wealth Solutions, LLC
4.56%
IM
Investment Management CORP /va/ /adv
1.85%
View all 127 holding institutions

Quarterly Activity

Recent Activity

+$136.7M

Total Buy Value

$77.9M

Total Sell Value

New buy17
Trim33
Add48
Sold out9

65

Net Buyers

42

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INNOVATOR U.S. SMALL CAP POW (KJAN)?
Major stakeholders currently include Compass Advisory Group LLC ($25.7M), PFS Partners, LLC ($21.1M), Long Island Wealth Management, Inc. ($19.7M). Based on the latest 13F filings, there are a total of 127 tracked investment funds and institutions maintaining positions in KJAN.
What is the overall institutional sentiment toward KJAN recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $19.0M, driven by 65 managers accumulating shares while 42 reduced their exposure.
Which institutions have been selling or reducing their KJAN positions?
In the latest period, 33 funds trimmed their holdings, and 9 managers completely exited their positions. The aggregate reported sell value was $77.9M.
Are there any notable investors adding KJAN to their portfolios?
Yes, buying activity remains notable. 17 institutions opened new positions in {ticker}, and 48 existing holders added to their shares. The total reported buy value for the quarter amounted to $136.7M.

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