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Innovator US Small Cap Power Buffer ETF July
KJUL

Overview Fund Activity

86 hedge funds and large institutions have $101M invested in Innovator US Small Cap Power Buffer ETF July in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-5
Holders Change %
-5.49%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
8
Increased
15
Reduced
46
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LJAC
L.J. Altfest & Co
New York
+$10.2M
2
CIAS
Capital Investment Advisory Services
North Carolina
+$1.04M
3
FFS
Founders Financial Securities
Maryland
+$421K
4
GI
Gradient Investments
Minnesota
+$327K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$239K

Top Sellers

1
ODFS
O'Donnell Financial Services
California
-$16.6M
2
AF
Allworth Financial
California
-$13.4M
3
HighTower Advisors
HighTower Advisors
Illinois
-$4.21M
4
RA
RFG Advisory
Alabama
-$2.24M
5
WTFG
Wood Tarver Financial Group
Idaho
-$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$12.7M -$4.21M -150,641 -25%
GI
2
Gradient Investments
Minnesota
$10.3M +$327K +11,699 +3%
LJAC
3
L.J. Altfest & Co
New York
$10.2M +$10.2M +364,596 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.49M -$484K -17,317 -6%
MWM
5
Maltin Wealth Management
New Jersey
$5.31M -$168K -6,012 -3%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.18M -$224K -8,020 -7%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$2.86M +$239K +8,564 +9%
OBWG
8
Onyx Bridge Wealth Group
New York
$2.77M +$42.9K +1,533 +2%
KAS
9
Kestra Advisory Services
Texas
$2.09M -$506K -18,101 -19%
PS
10
Principal Securities
Iowa
$2.06M – – –
BFG
11
Berger Financial Group
Minnesota
$2.02M -$76.9K -2,751 -4%
William Blair & Company
12
William Blair & Company
Illinois
$2.01M -$44.6K -1,595 -2%
Raymond James Financial
13
Raymond James Financial
Florida
$1.61M -$53.6K -1,915 -3%
DI
14
Diligent Investors
California
$1.56M -$324K -11,576 -17%
ODFS
15
O'Donnell Financial Services
California
$1.45M -$16.6M -594,554 -92%
FFA
16
Fragasso Financial Advisors
Pennsylvania
$1.43M -$33K -1,180 -2%
CWS
17
Cypress Wealth Services
California
$1.42M -$13K -465 -0.9%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.39M -$136K -4,868 -9%
CAG
19
Compass Advisory Group
New York
$1.29M -$21.7K -775 -2%
CA
20
Corrado Advisors
New Jersey
$1.23M -$8.73K -312 -0.7%
BCM
21
Brookstone Capital Management
Illinois
$1.2M -$12.5K -446 -1%
CB
22
Chris Bulman
California
$1.15M -$35.4K -1,265 -3%
CIAS
23
Capital Investment Advisory Services
North Carolina
$1.1M +$1.04M +37,122 +1,713%
MHS
24
M Holdings Securities
Oregon
$1.01M +$175K +6,254 +21%
JCM
25
Jacobi Capital Management
Pennsylvania
$958K – – –
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