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Disclosery

KJAN INNOVATOR ETFS TRUST

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US SML CP PWR B (fund)

129 managers (129 13F filers) reported a position in KJAN shares at 2025-03-31, 6,318,400 shares in all. 15 filers opened a position and 7 filers sold out during the quarter.

Managers
129
13F filers
129
New
15
Added
50
Reduced
44
Sold out
7
Shares held by filers
6,318,400

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC536,845$19.2M6.68%+47,92113F-HRTimeline
PFS Partners, LLC519,370$18.6M9.88%+6813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC434,843$15.5M0.02%+58,96813F-HRTimeline
Cetera Investment Advisers432,970$15.5M0.03%+314,52813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…429,752$15.4M0.23%+45,60013F-HRTimelineGroup
MBL Wealth, LLC324,103$11.6M1.17%-6,98513F-HRTimeline
Long Island Wealth Management, Inc.295,780$10.6M6.44%+5,11313F-HRTimeline
Berkshire Money Management, Inc.253,641$9.07M1.02%-116,55913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.180,744$6.46M0.01%+25,58313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC126,513$4.52M<0.01%+87,64513F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…118,999$4.25M0.13%-7,05013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL116,164$4.15M0.01%+71,61113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC102,519$3.83M0.09%013F-HRTimelineGroup
AdvisorNet Financial, Inc101,335$3.62M0.27%-1,61113F-HRTimeline
HighTower Advisors, LLC100,318$3.59M<0.01%+16,45713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC99,035$3.54M0.02%-44,20213F-HRTimelineGroup
INVESTMENT MANAGEMENT CORP /VA/ /ADV84,838$3.03M2.73%-42613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management83,406$2.98M0.04%+11,10213F-HRTimelineGroup
LPL Financial LLC71,800$2.57M<0.01%+6,58913F-HRTimeline
AssuredPartners Investment Advisors, LLC70,163$2.51M0.48%-1,69913F-HRTimeline
Pallas Capital Advisors LLC68,630$2.45M0.1%+3,68713F-HRTimeline
Sunbelt Securities, Inc.68,207$2.44M0.22%-9413F-HRTimeline
MGO ONE SEVEN LLC65,064$2.33M0.09%-10013F-HRTimeline
Marcum Wealth, LLC57,818$2.07M0.18%+1,18713F-HRTimeline
Wood Tarver Financial Group, LLC56,237$2.01M0.65%+42,66413F-HRTimeline
Cambridge Investment Research Advisors,…53,756$1.92M0.01%-1,40213F-HRTimeline
Strategic Blueprint, LLC49,233$1.76M0.1%+27,35213F-HRTimeline
Fragasso Financial Advisors Inc44,932$1.61M0.12%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP44,520$1.59M<0.01%+7,34713F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC42,938$1.53M0.05%-3,76813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…41,497$1.48M<0.01%+11,10313F-HRTimelineGroup
Faithward Advisors, LLC40,113$1.43M0.25%+24,45913F-HRTimeline
ODonnell Financial Services, LLC39,910$1.43M0.59%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…38,638$1.38M<0.01%+27113F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC37,594$1.34M1.29%+1,23913F-HRTimeline
DHJJ Financial Advisors, Ltd.35,992$1.29M0.52%+1,32313F-HRTimeline
IFP Advisors, Inc35,633$1.27M0.04%+19913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC33,999$1.22M0.05%+7,26713F-HRTimelineGroup
JT Stratford LLC32,341$1.16M0.2%-1,20613F-HRTimeline
HBW ADVISORY SERVICES LLC32,149$1.15M0.16%+4,66313F-HRTimeline
OneDigital Investment Advisors LLC30,793$1.1M0.01%-8,66413F-HRTimeline
Weaver Consulting Group30,568$1.09M0.33%+9413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.29,677$1.06M0.01%+93513F-HRTimeline
FSA Advisors, Inc.29,250$1.05M0.83%-66713F-HRTimeline
Bullseye Investment Management, LLC27,155$971K0.59%-6,02513F-HRTimeline
WEALTH ALLIANCE, LLC25,679$918K0.11%-98313F-HRTimeline
Janney Montgomery Scott LLC25,057$896K<0.01%+1,01313F-HRTimeline
Miller Financial Services LLC24,810$887K1.27%-64513F-HRTimeline
Belpointe Asset Management LLC23,173$828K0.04%+10,10813F-HRTimeline
BCGM Wealth Management, LLC22,745$813K0.25%+13,28413F-HRTimeline
Maltin Wealth Management, Inc.22,454$803K0.38%-29313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC21,783$779K<0.01%-9,56613F-HRTimelineGroup
Arete Wealth Advisors, LLC19,641$702K0.05%+39813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV18,740$670K0.05%-18013F-HRTimeline
Advisory Services Network, LLC18,114$647K0.01%-84913F-HRTimeline
NewEdge Advisors, LLC17,443$623K<0.01%+3613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC17,177$614K0.01%-9,51613F-HRTimeline
WorthPointe, LLC16,997$607K0.28%+3,83213F-HRTimeline
ACAS, LLC16,898$598K0.46%+1,45513F-HRTimeline
Crown Wealth Group, LLC16,699$597K0.31%-1,10013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …15,951$570K0.13%+4,79513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC14,418$515K<0.01%+2,42613F-HRTimeline
Clear Point Advisors Inc.14,249$509K0.46%013F-HRTimeline
Trek Financial, LLC14,199$507K0.04%-15013F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV14,121$505K0.26%013F-HRTimeline
World Investment Advisors13,745$491K0.01%new13F-HRTimeline
Foundations Investment Advisors, LLC12,924$462K0.01%+1,98613F-HRTimeline
Collaborative Wealth Managment Inc.12,318$440K0.21%+5,72313F-HRTimeline
Visionary Wealth Advisors11,861$424K0.03%+1,05513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC11,938$422K0.04%new13F-HRTimeline
PFG Advisors11,747$420K0.02%new13F-HRTimeline
First City Capital Management, Inc.11,670$417K0.25%013F-HRTimeline
Koshinski Asset Management, Inc.11,205$400K0.03%-1,53013F-HRTimeline
First Heartland Consultants, Inc.11,184$400K0.04%+1,11313F-HRTimeline
OLD MISSION CAPITAL LLC10,642$380K0.01%-41,44313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,443$373K<0.01%-17,81113F-HR/ATimelineGroup
Tradition Wealth Management, LLC10,272$367K0.03%-25413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,000$357K0.01%013F-HRTimelineGroup
CORRADO ADVISORS, LLC9,837$352K0.23%new13F-HRTimeline
Main Street Financial Solutions, LLC9,700$347K0.03%+2,22013F-HRTimeline
Diligent Investors, LLC9,597$343K0.08%+1,18213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS9,060$324K<0.01%-10013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8,880$317K0.03%+23013F-HRTimeline
Valtinson Bruner Financial Planning LLC8,254$295K0.1%013F-HRTimeline
EP Wealth Advisors, LLC7,918$283K<0.01%-12313F-HRTimeline
Vantage Point Financial LLC7,511$268K0.14%013F-HRTimeline
Cornerstone Wealth Group, LLC7,173$256K0.02%new13F-HRTimeline
Beacon Financial Advisory LLC7,050$252K0.08%-46713F-HRTimeline
SageView Advisory Group, LLC6,805$243K0.01%+25813F-HRTimeline
WINNACLE WEALTH LLC6,709$240K0.22%-36613F-HRTimeline
Sigma Planning Corp6,673$238K0.01%+54613F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.6,655$237K<0.01%new13F-HRTimelineGroup
Cypress Wealth Services, LLC6,511$233K0.05%013F-HRTimeline
TFB Advisors LLC6,504$232K0.07%-1,00013F-HRTimeline
Outlook Wealth Advisors, LLC6,455$231K0.06%new13F-HRTimeline
Berger Financial Group, Inc6,433$230K0.02%-23413F-HRTimeline
WEDBUSH SECURITIES INC6,345$227K0.01%013F-HRTimeline
Helium Advisors LLC6,314$226K0.16%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC6,238$223K0.01%new13F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.6,219$222K0.01%-1,25013F-HRTimelineGroup
Grantvest Financial Group LLC6,079$217K0.18%new13F-HRTimeline
CoreCap Advisors, LLC6,006$215K0.01%-13213F-HRTimeline
1776 Wealth LLC5,955$213K0.1%013F-HRTimeline
AE Wealth Management LLC5,876$210K<0.01%+1,79213F-HRTimeline
Arkadios Wealth Advisors5,635$201K0.01%-22813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,200$186K<0.01%013F-HR/ATimelineGroup
Atlantic Private Wealth, LLC5,038$180K0.13%013F-HRTimeline
Stonebridge Financial Group, LLC5,011$179K0.02%+1,05913F-HRTimeline
Global Trust Asset Management, LLC5,000$179K0.11%-19,24013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,983$178K0.01%+48213F-HRTimeline
LANARK FINANCIAL, INC.3,510$125K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…3,363$120K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,500$89.3K<0.01%013F-HRTimelineGroup
Financial Network Wealth Advisors LLC2,337$83.5K0.11%+26313F-HRTimeline
Archer Investment Corp2,000$71.5K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC1,628$58K<0.01%-78013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,402$50.1K<0.01%013F-HRTimelineGroup
Allworth Financial LP729$25.7K<0.01%-5,06813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC610$21.8K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\572$20.4K<0.01%-13913F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/500$17.9K<0.01%-1,20013F-HRTimelineGroup
Luminist Capital LLC419$15K0.02%+15813F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC300$10.7K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO278$9.94K<0.01%-52313F-HRTimelineGroup
Cape Investment Advisory, Inc.250$8.94K<0.01%013F-HRTimeline
WHITTIER TRUST CO200$7.15K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…70$2.5K<0.01%-29,89113F-HRTimeline
Kiker Wealth Management, LLC29$1.04K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.