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Disclosery

KJAN INNOVATOR ETFS TRUST

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US SML CP PWR B (fund)

120 managers (120 13F filers) reported a position in KJAN shares at 2025-06-30, 5,299,713 shares in all. 7 filers opened a position and 15 filers sold out during the quarter.

Managers
120
13F filers
120
New
7
Added
34
Reduced
43
Sold out
15
Shares held by filers
5,299,713

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC541,364$20.3M6.42%+4,51913F-HRTimeline
PFS Partners, LLC513,644$19.3M9.7%-5,72613F-HRTimeline
Long Island Wealth Management, Inc.433,892$16.3M8.45%+138,11213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC387,064$14.5M0.02%-47,77913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.260,925$9.78M0.02%+80,18113F-HR/ATimelineGroup
MBL Wealth, LLC214,227$8.03M0.77%-109,87613F-HRTimeline
Berkshire Money Management, Inc.157,000$5.88M0.62%-96,64113F-HRTimeline
Cetera Investment Advisers153,508$5.75M0.01%-279,46213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC150,893$5.66M0.03%+51,85813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC146,664$5.5M<0.01%+20,15113F-HRTimelineGroup
BLAIR WILLIAM & CO/IL118,736$4.45M0.01%+2,57213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC103,518$3.88M0.07%+99913F-HRTimelineGroup
AdvisorNet Financial, Inc100,894$3.78M0.24%-44113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…96,583$3.69M0.01%+57,94513F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV84,901$3.18M2.89%+6313F-HRTimeline
LPL Financial LLC83,599$3.13M<0.01%+11,79913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management82,326$3.09M0.04%-1,08013F-HRTimelineGroup
HighTower Advisors, LLC78,204$2.93M<0.01%-22,11413F-HRTimeline
Pallas Capital Advisors LLC70,328$2.64M0.1%+1,69813F-HRTimeline
Sunbelt Securities, Inc.68,301$2.55M0.23%+9413F-HRTimeline
Wood Tarver Financial Group, LLC53,929$2.02M0.61%-2,30813F-HRTimeline
Strategic Blueprint, LLC50,156$1.88M0.09%+92313F-HRTimeline
Cambridge Investment Research Advisors,…48,226$1.81M0.01%-5,53013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP46,217$1.73M<0.01%+1,69713F-HRTimelineGroup
Fragasso Financial Advisors Inc43,864$1.64M0.11%-1,06813F-HRTimeline
OneDigital Investment Advisors LLC41,924$1.57M0.02%+11,13113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC40,244$1.51M0.04%-2,69413F-HRTimeline
Faithward Advisors, LLC40,101$1.5M0.23%-1213F-HRTimeline
DHJJ Financial Advisors, Ltd.35,815$1.34M0.48%-17713F-HRTimeline
IFP Advisors, Inc35,622$1.34M0.04%-1113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC33,227$1.25M0.04%-77213F-HRTimelineGroup
RED CRANE WEALTH MANAGEMENT, LLC33,123$1.24M1.13%-4,47113F-HRTimeline
JT Stratford LLC32,638$1.22M0.19%+29713F-HRTimeline
HBW ADVISORY SERVICES LLC30,966$1.16M0.14%-1,18313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.29,734$1.11M0.01%+5713F-HRTimeline
Weaver Consulting Group29,221$1.1M0.3%-1,34713F-HRTimeline
FSA Advisors, Inc.28,983$1.09M0.88%-26713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC26,457$992K<0.01%+16,01413F-HRTimelineGroup
Bullseye Investment Management, LLC27,155$971K0.59%013F-HRTimeline
WEALTH ALLIANCE, LLC25,679$962K0.11%013F-HRTimeline
Miller Financial Services LLC24,660$924K1.18%-15013F-HRTimeline
Belpointe Asset Management LLC23,773$891K0.04%+60013F-HRTimeline
BCGM Wealth Management, LLC22,745$852K0.24%013F-HRTimeline
Janney Montgomery Scott LLC21,842$819K<0.01%-3,21513F-HRTimeline
Arete Wealth Advisors, LLC19,641$736K0.05%013F-HRTimeline
UBS Group AGin group UBS Group AG19,583$734K<0.01%new13F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV18,728$702K0.05%-1213F-HRTimeline
Advisory Services Network, LLC18,114$686K0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC17,950$673K<0.01%-3,83313F-HRTimelineGroup
ACAS, LLC17,073$666K0.45%+17513F-HRTimeline
WorthPointe, LLC17,330$650K0.27%+33313F-HRTimeline
OLD MISSION CAPITAL LLC16,177$606K0.02%+5,53513F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …15,994$599K0.13%+4313F-HRTimelineGroup
NewEdge Advisors, LLC15,913$596K<0.01%-1,53013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC15,760$591K0.04%+3,82213F-HRTimeline
Trek Financial, LLC14,217$533K0.04%+1813F-HRTimeline
MML INVESTORS SERVICES, LLC14,150$530K<0.01%-26813F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV14,121$529K0.26%013F-HRTimeline
World Investment Advisors13,745$515K0.01%013F-HRTimeline
Foundations Investment Advisors, LLC13,424$503K0.01%+50013F-HRTimeline
Collaborative Wealth Managment Inc.13,346$500K0.22%+1,02813F-HRTimeline
AssuredPartners Investment Advisors, LLC13,291$498K0.12%-56,87213F-HRTimeline
Merit Financial Group, LLC12,975$486K0.01%new13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC12,951$485K0.01%-4,22613F-HRTimeline
Clear Point Advisors Inc.12,849$482K0.41%-1,40013F-HRTimeline
First City Capital Management, Inc.11,670$437K0.25%013F-HRTimeline
First Heartland Consultants, Inc.11,111$416K0.04%-7313F-HRTimeline
ODonnell Financial Services, LLC10,945$410K0.16%-28,96513F-HRTimeline
Koshinski Asset Management, Inc.10,740$403K0.03%-46513F-HRTimeline
Visionary Wealth Advisors10,727$402K0.02%-1,13413F-HRTimeline
Tradition Wealth Management, LLC10,252$384K0.03%-2013F-HRTimeline
Atria Wealth Solutions, Inc.10,014$377K0.01%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,000$375K0.01%013F-HRTimelineGroup
CORRADO ADVISORS, LLC9,782$367K0.22%-5513F-HRTimeline
Main Street Financial Solutions, LLC9,700$364K0.03%013F-HRTimeline
Diligent Investors, LLC9,597$360K0.09%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS9,060$340K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8,780$329K0.02%-10013F-HRTimeline
Valtinson Bruner Financial Planning LLC8,254$309K0.1%013F-HRTimeline
WOLVERINE TRADING, LLC8,049$301K0.01%new13F-HRTimeline
Vantage Point Financial LLC7,511$282K0.12%013F-HRTimeline
EP Wealth Advisors, LLC7,358$276K<0.01%-56013F-HRTimeline
PFG Advisors7,186$269K0.01%-4,56113F-HRTimeline
Cornerstone Wealth Group, LLC7,173$269K0.02%013F-HRTimeline
SageView Advisory Group, LLC6,805$261K0.01%013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.6,655$249K<0.01%013F-HRTimelineGroup
Berger Financial Group, Inc6,487$243K0.02%+5413F-HRTimeline
Outlook Wealth Advisors, LLC6,455$242K0.06%013F-HRTimeline
WEDBUSH SECURITIES INC6,345$238K0.01%013F-HRTimeline
Helium Advisors LLC6,314$237K0.15%013F-HRTimeline
TFB Advisors LLC6,251$234K0.06%-25313F-HRTimeline
U.S. Capital Wealth Advisors, LLC6,238$234K0.01%013F-HRTimeline
1776 Wealth LLC6,112$229K0.09%+15713F-HRTimeline
Grantvest Financial Group LLC6,079$228K0.17%013F-HRTimeline
CoreCap Advisors, LLC5,980$224K0.01%-2613F-HRTimeline
HARBOUR INVESTMENTS, INC.5,970$224K0.01%+98713F-HRTimeline
AE Wealth Management LLC5,716$214K<0.01%-16013F-HRTimeline
Beacon Financial Advisory LLC5,650$212K0.05%-1,40013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,200$195K<0.01%013F-HR/ATimelineGroup
Financial Network Wealth Advisors LLC4,476$168K0.2%+2,13913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,165$156K<0.01%+3,88713F-HRTimelineGroup
LANARK FINANCIAL, INC.3,510$131K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…3,303$124K<0.01%-6013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,750$103K0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,500$93.7K<0.01%013F-HRTimelineGroup
Archer Investment Corp2,000$75K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC1,628$61K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,402$52.5K<0.01%013F-HRTimelineGroup
Allworth Financial LP729$27.3K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\598$22.4K<0.01%+2613F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/500$18.7K<0.01%013F-HRTimelineGroup
Luminist Capital LLC419$15.8K0.02%013F-HRTimeline
CURIO WEALTH, LLC400$15K0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC300$11.2K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.250$9.37K<0.01%013F-HRTimeline
WHITTIER TRUST CO200$7.49K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…100$3.75K<0.01%+3013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC84$3.15K<0.01%new13F-HRTimelineGroup
Kiker Wealth Management, LLC29$1.09K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.