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Innovator US Small Cap Power Buffer ETF July
KJUL

86 hedge funds and large institutions have $100M invested in Innovator US Small Cap Power Buffer ETF July in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $98.8M → $100M (+$1.15M)

0.76% more ownership

Funds ownership: 62.91% → 63.66% (+0.76%)

0% more funds holding

Funds holding: 86 → 86 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

55% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 33

Holders
86
Holders Change
–
Holders Change %
0%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
15
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$1.42M
2
CAG
Compass Advisory Group
New York
+$475K
3
BWM
BCS Wealth Management
Tennessee
+$445K
4
LPL Financial
LPL Financial
California
+$345K
5
WIA
World Investment Advisors
California
+$316K

Top Sellers

1
CSP
Cary Street Partners
Virginia
-$1.58M
2
CA
Corrado Advisors
New Jersey
-$750K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$624K
4
XF
XML Financial
Maryland
-$526K
5
LC
Luminist Capital
Michigan
-$418K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1
Compass Advisory Group
New York
$15.3M +$475K +15,196 +3%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.35M -$48.7K -1,556 -0.6%
HighTower Advisors
3
HighTower Advisors
Illinois
$6.83M -$131K -4,177 -2%
Osaic Holdings
4
Osaic Holdings
Arizona
$4.71M -$364K -11,636 -7%
XF
5
XML Financial
Maryland
$4.23M -$526K -16,820 -11%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$3.44M -$624K -19,941 -16%
CSP
7
Cary Street Partners
Virginia
$3.32M -$1.58M -50,631 -33%
PS
8
Principal Securities
Iowa
$2.87M -$26.8K -857 -0.9%
KAS
9
Kestra Advisory Services
Texas
$2.53M -$25.2K -804 -1%
RCWM
10
Red Crane Wealth Management
California
$2.37M -$25K -800 -1%
BFG
11
Berger Financial Group
Minnesota
$2.32M +$9.63K +308 +0.4%
Raymond James Financial
12
Raymond James Financial
Florida
$2.31M -$3.32K -106 -0.1%
William Blair & Company
13
William Blair & Company
Illinois
$2.18M -$73.2K -2,340 -3%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$1.85M -$10.9K -348 -0.6%
LPL Financial
15
LPL Financial
California
$1.84M +$345K +11,028 +23%
DI
16
Diligent Investors
California
$1.81M – – –
IFG
17
Independent Financial Group
California
$1.46M -$30.7K -981 -2%
LIWM
18
Long Island Wealth Management
New York
$1.45M +$34.4K +1,100 +2%
OMC
19
Old Mission Capital
Illinois
$1.44M +$1.42M +45,407 New
BWS
20
BFI Wealth Solutions
Texas
$1.36M +$1.34M +42,761 New
FFA
21
Fragasso Financial Advisors
Pennsylvania
$1.3M -$1.91K -61 -0.1%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$1.19M – – –
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.14M +$45K +1,440 +4%
ODFS
24
O'Donnell Financial Services
California
$1.14M -$45.4K -1,450 -4%
JCM
25
Jacobi Capital Management
Pennsylvania
$1.03M -$90.2K -2,883 -8%
1
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KJUL Hedge Fund Activity: Q4 2025 in Review

86 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF July (KJUL) for Q4 2025, worth a combined $100M — up 1.2% from $98.8M a quarter earlier.

Fund positioning in KJUL was balanced in Q4 2025: 9 funds opened new positions, 9 closed out, 15 added to existing stakes and 33 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $1.42M. The largest seller was Cary Street Partners, cutting an estimated $1.58M.

  • 86 institutional investors held Innovator US Small Cap Power Buffer ETF July (KJUL) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $100M of Innovator US Small Cap Power Buffer ETF July stock for Q4 2025, up 1.2% quarter-over-quarter.
  • 9 funds opened new Innovator US Small Cap Power Buffer ETF July positions in Q4 2025 and 9 closed out, a net change of 0 holders.
  • The largest Innovator US Small Cap Power Buffer ETF July buyer in Q4 2025 was Old Mission Capital, an estimated $1.42M added.
  • The largest Innovator US Small Cap Power Buffer ETF July seller in Q4 2025 was Cary Street Partners, an estimated $1.58M sold.

Based on aggregated 13F filings for Q4 2025.