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Disclosery

KJAN INNOVATOR ETFS TRUST

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US SML CP PWR B (fund)

135 managers (135 13F filers) reported a position in KJAN shares at 2026-06-30, 5,063,920 shares in all. 10 filers opened a position and 4 filers sold out during the quarter.

Managers
135
13F filers
135
New
10
Added
25
Reduced
61
Sold out
4
Shares held by filers
5,063,920

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Compass Advisory Group LLC618,790$28.2M6.71%+3,71313F-HRTimeline
PFS Partners, LLC493,805$22.5M9.12%-12,60013F-HRTimeline
Long Island Wealth Management, Inc.476,337$21.7M8.97%+3,34313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.263,670$12M0.01%+29,41313F-HRTimelineGroup
MBL Wealth, LLC224,531$10.2M0.7%+3,06813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC222,544$10.2M0.01%+5,69013F-HRTimeline
BLAIR WILLIAM & CO/IL156,948$7.16M0.02%-20,59113F-HRTimeline
Berkshire Money Management, Inc.148,779$6.79M0.62%-60013F-HRTimeline
Cetera Investment Advisers144,469$6.59M0.01%-22,77813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC124,702$5.69M0.02%-35,42213F-HRTimelineGroup
LPL Financial LLC121,791$5.56M<0.01%+16,04813F-HRTimeline
BFI Wealth Solutions, LLC113,715$5.19M3.84%+49813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC105,876$4.83M0.06%-12,57413F-HRTimelineGroup
AdvisorNet Financial, Inc88,373$4.03M0.18%-1,30213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC75,942$3.47M<0.01%-1,14413F-HRTimelineGroup
Pallas Capital Advisors LLC66,380$3.03M0.09%+3,08613F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV52,632$2.4M2%+89313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP51,626$2.36M<0.01%-41513F-HRTimelineGroup
Faithward Advisors, LLC47,912$2.19M0.27%-2313F-HRTimeline
Cambridge Investment Research Advisors,…45,603$2.08M<0.01%-2,94113F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…43,514$1.99M<0.01%-23,59513F-HRTimeline
Wood Tarver Financial Group, LLC42,494$1.94M0.46%-1,15413F-HRTimeline
IFP Advisors, Inc36,468$1.66M0.03%+40213F-HRTimeline
DHJJ Financial Advisors, Ltd.36,440$1.66M0.48%-13613F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC35,387$1.61M1.19%+3,42213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC33,981$1.55M0.03%-2,16813F-HRTimeline
JT Stratford LLC33,510$1.53M0.17%-5013F-HRTimeline
Weaver Consulting Group33,254$1.52M0.31%013F-HRTimeline
JDM Financial Group LLC30,561$1.39M0.48%-17213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC30,527$1.39M0.07%+3,42113F-HRTimeline
Fragasso Financial Advisors Inc30,190$1.38M0.07%-86513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC29,604$1.35M0.03%-1,21313F-HRTimelineGroup
Janney Montgomery Scott LLC28,865$1.32M<0.01%-90013F-HRTimeline
FSA Advisors, Inc.27,961$1.28M0.59%-1,15013F-HR/ATimeline
OLD MISSION CAPITAL LLC27,654$1.26M0.03%+22,01713F-HRTimeline
OneDigital Investment Advisors LLC27,433$1.25M0.01%+42413F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC26,951$1.23M0.15%+1,07913F-HRTimeline
AssuredPartners Investment Advisors, LLC26,214$1.2M0.12%-33113F-HRTimeline
Miller Financial Services LLC25,803$1.18M0.95%-1,10713F-HRTimeline
WEALTH ALLIANCE, LLC25,732$1.17M0.1%013F-HRTimeline
HighTower Advisors, LLC23,935$1.09M<0.01%+3,07413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management23,785$1.09M0.01%-2313F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …22,585$1.03M0.14%+3,66013F-HRTimelineGroup
BCGM Wealth Management, LLC22,457$1.02M0.22%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,575$984K<0.01%+8,05713F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC20,836$951K0.06%013F-HRTimelineGroup
Cornerstone Wealth, LLC/TN20,517$938K0.47%+92813F-HRTimeline
Crown Wealth Group, LLC18,762$856K0.22%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV18,310$835K0.04%-12013F-HRTimeline
Advisory Services Network, LLC17,864$815K0.01%-25013F-HRTimeline
Cresset Asset Management, LLC16,550$755K<0.01%013F-HRTimeline
NewEdge Advisors, LLC16,088$734K<0.01%+9613F-HRTimeline
MML INVESTORS SERVICES, LLC15,609$712K<0.01%+2,74913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,636$668K<0.01%-29,04613F-HRTimelineGroup
World Investment Advisors14,998$646K0.01%-21513F-HRTimeline
First Heartland Consultants, Inc.13,561$619K0.04%-1813F-HRTimeline
Foundations Investment Advisors, LLC12,928$590K0.01%+12613F-HRTimeline
BIP Wealth, LLC12,493$570K0.02%-67413F-HRTimeline
Merit Financial Group, LLC12,274$560K<0.01%-18013F-HR/ATimeline
LYNX CAPITAL GROUP LTD /ADV12,235$558K0.23%013F-HRTimeline
GWN SECURITIES INC.12,046$550K0.09%-3,28013F-HRTimeline
Tradition Wealth Management, LLC11,908$543K0.03%-49713F-HRTimeline
First City Capital Management, Inc.11,670$533K0.26%013F-HRTimeline
Diligent Investors, LLC11,524$526K0.12%-50013F-HRTimeline
WEALTHGARDEN F.S. LLC11,144$509K0.29%013F-HRTimeline
RETIREMENT GUYS FORMULA LLC11,143$508K0.19%-1,56613F-HRTimeline
Trek Financial, LLC11,026$503K0.02%-19613F-HRTimeline
HBW ADVISORY SERVICES LLC10,749$490K0.04%-10,71613F-HRTimeline
Koshinski Asset Management, Inc.10,730$490K0.03%013F-HRTimeline
Visionary Wealth Advisors10,672$487K0.02%013F-HRTimeline
Global Trust Wealth Management LLC10,300$470K0.32%-3,54013F-HRTimeline
Main Street Financial Solutions, LLC9,840$449K0.03%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,465$432K0.01%-1,02013F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC9,224$421K0.01%-63513F-HRTimeline
Keating Financial Advisory Services, In…8,986$410K0.05%013F-HRTimeline
TrustBankin group TrustBank8,705$397K0.13%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV8,655$395K0.02%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,488$387K<0.01%013F-HRTimeline
Private Advisor Group, LLC8,345$381K<0.01%-21013F-HRTimeline
Valtinson Bruner Financial Planning LLC8,247$376K0.09%-65913F-HRTimeline
RED REEF ADVISORS LLC8,240$376K0.35%-1,18713F-HRTimeline
1776 Wealth LLC7,985$364K0.13%013F-HRTimeline
Maltin Wealth Management, Inc.7,933$362K0.12%013F-HRTimeline
Arax Advisory Partners7,798$356K<0.01%new13F-HRTimeline
TopTier Wealth Management, LLC7,509$343K0.21%-55413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,448$340K<0.01%new13F-HRTimelineGroup
Grantvest Financial Group LLC7,277$332K0.19%013F-HRTimeline
ODonnell Financial Services, LLC7,240$330K0.1%-1,12113F-HRTimeline
Cornerstone Wealth Group, LLC7,173$327K0.02%013F-HRTimeline
Vantage Point Financial LLC7,070$323K0.1%-44113F-HRTimeline
Cassady Wealth & Retirement Planning, L…7,005$320K0.15%013F-HRTimeline
HARBOUR INVESTMENTS, INC.6,997$319K<0.01%-2,25513F-HRTimeline
Stonebridge Financial Group, LLC6,875$314K0.02%013F-HRTimeline
Financial Solutions Advisory Group, Inc.6,564$300K0.04%-4013F-HRTimeline
EP Wealth Advisors, LLC6,559$299K<0.01%-613F-HRTimeline
Sherry Group, Inc.9,285$294K0.29%+5,12013F-HRTimeline
NewEdge Wealth, LLC6,281$287K<0.01%-56113F-HRTimeline
WEDBUSH SECURITIES INC6,135$280K0.01%013F-HRTimeline
AE Wealth Management LLC6,108$279K<0.01%-36113F-HRTimeline
Liberty Atlantic Advisors LLC5,993$273K0.2%013F-HRTimeline
Sigma Planning Corp5,966$272K0.01%+6313F-HRTimeline
Collaborative Wealth Managment Inc.5,723$261K0.11%-63813F-HRTimeline
SageView Advisory Group, LLC5,273$241K0.01%013F-HRTimeline
Creative Planningin group Creative Planning5,273$241K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,200$237K<0.01%-12,45913F-HRTimelineGroup
CoreCap Advisors, LLC5,188$237K0.01%-4413F-HRTimeline
Berger Financial Group, Inc4,993$228K0.01%-72813F-HRTimeline
Outlook Wealth Advisors, LLC4,983$227K0.05%013F-HRTimeline
WINNACLE WEALTH LLC4,886$223K0.15%-11113F-HRTimeline
BCS Wealth Management4,658$213K0.04%new13F-HRTimeline
LANARK FINANCIAL, INC.4,627$211K0.01%+88213F-HRTimeline
Keystone Wealth Services, LLC4,600$210K0.04%-56513F-HRTimeline
Financial Network Wealth Advisors LLC4,476$204K0.21%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC4,177$191K0.05%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS2,753$126K0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,750$125K0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,702$123K<0.01%new13F-HRTimelineGroup
Archer Investment Corp2,000$91.3K0.02%013F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,039$47.4K<0.01%-14713F-HRTimelineGroup
Farther Finance Advisors, LLC978$44.6K<0.01%013F-HRTimeline
Highland Investment Advisors LLC850$38.8K0.02%13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.825$37.6K<0.01%-813F-HRTimeline
IFG Advisory, LLC770$35.1K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…680$31K<0.01%-1,48213F-HRTimeline
UBS Group AGin group UBS Group AG528$24.1K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/500$22.8K<0.01%013F-HRTimelineGroup
Luminist Capital LLC450$20.1K0.02%new13F-HRTimeline
Allworth Financial LP416$19K<0.01%-66713F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC300$13.7K0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY254$11.6K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.250$11.4K<0.01%new13F-HRTimeline
WHITTIER TRUST CO200$9.14K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…147$6.71K<0.01%new13F-HRTimelineGroup
Trust Co113$5.16K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC84$3.83K<0.01%013F-HRTimelineGroup