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Disclosery

KJAN INNOVATOR ETFS TRUST

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US SML CP PWR B (fund)

117 managers (117 13F filers) reported a position in KJAN shares at 2025-09-30, 4,862,381 shares in all. 10 filers opened a position and 8 filers sold out during the quarter.

Managers
117
13F filers
117
New
10
Added
16
Reduced
57
Sold out
8
Shares held by filers
4,862,381

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
PFS Partners, LLC510,433$20.6M9.8%-3,21113F-HRTimeline
Long Island Wealth Management, Inc.431,283$17.4M8.47%-2,60913F-HRTimeline
Compass Advisory Group LLC280,325$11.3M3.17%-261,03913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.258,075$10.3M0.01%-2,85013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC251,802$10.2M0.01%-135,26213F-HRTimeline
MBL Wealth, LLC214,640$8.66M0.76%+41313F-HRTimeline
Cetera Investment Advisers164,708$6.65M0.01%+11,20013F-HRTimeline
Berkshire Money Management, Inc.153,722$6.2M0.64%-3,27813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC142,610$5.76M<0.01%-4,05413F-HRTimelineGroup
BLAIR WILLIAM & CO/IL118,505$4.78M0.01%-23113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC117,312$4.73M0.08%+13,79413F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC105,162$4.24M0.02%-45,73113F-HRTimelineGroup
AdvisorNet Financial, Inc100,119$4.04M0.23%-77513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…95,789$3.88M0.01%-79413F-HRTimeline
LPL Financial LLC92,672$3.74M<0.01%+9,07313F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV84,343$3.4M2.92%-55813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management80,694$3.26M0.04%-1,63213F-HRTimelineGroup
HighTower Advisors, LLC72,039$2.91M<0.01%-6,16513F-HRTimeline
Pallas Capital Advisors LLC70,568$2.85M0.1%+24013F-HRTimeline
Sunbelt Securities, Inc.67,852$2.74M0.19%-44913F-HRTimeline
OneDigital Investment Advisors LLC57,025$2.3M0.02%+15,10113F-HRTimeline
Cambridge Investment Research Advisors,…54,394$2.19M0.01%+6,16813F-HRTimeline
Wood Tarver Financial Group, LLC50,047$2.02M0.6%-3,88213F-HRTimeline
Strategic Blueprint, LLC49,995$2.02M0.09%-16113F-HRTimeline
OLD MISSION CAPITAL LLC47,031$1.9M0.07%+30,85413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP46,173$1.86M<0.01%-4413F-HRTimelineGroup
Fragasso Financial Advisors Inc43,704$1.78M0.11%-16013F-HRTimeline
Faithward Advisors, LLC40,041$1.62M0.24%-6013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC39,897$1.61M0.04%-34713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…38,119$1.54M<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.35,673$1.44M0.49%-14213F-HRTimeline
IFP Advisors, Inc35,623$1.44M0.04%+113F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC33,227$1.34M0.04%013F-HRTimelineGroup
RED CRANE WEALTH MANAGEMENT, LLC32,758$1.32M1.11%-36513F-HRTimeline
JT Stratford LLC31,855$1.29M0.17%-78313F-HRTimeline
Weaver Consulting Group29,164$1.18M0.3%-5713F-HRTimeline
FSA Advisors, Inc.28,561$1.15M0.91%-42213F-HRTimeline
WEALTH ALLIANCE, LLC25,679$1.04M0.11%013F-HRTimeline
Miller Financial Services LLC24,610$993K1.15%-5013F-HRTimeline
Bullseye Investment Management, LLC27,155$971K0.59%013F-HRTimeline
GTS SECURITIES LLC23,890$964K0.04%new13F-HRTimeline
BCGM Wealth Management, LLC22,457$906K0.24%-28813F-HRTimeline
Belpointe Asset Management LLC22,122$893K0.03%-1,65113F-HRTimeline
Arete Wealth Advisors, LLC20,475$826K0.05%+83413F-HRTimeline
Janney Montgomery Scott LLC20,290$819K<0.01%-1,55213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC19,805$799K0.05%+4,04513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV18,495$746K0.05%-23313F-HRTimeline
HBW ADVISORY SERVICES LLC18,260$737K0.08%-12,70613F-HRTimeline
Advisory Services Network, LLC18,114$731K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA17,659$713K<0.01%+12,45913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC17,310$699K<0.01%-64013F-HRTimelineGroup
WorthPointe, LLC17,141$692K0.26%-18913F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …15,916$642K0.11%-7813F-HRTimelineGroup
NewEdge Advisors, LLC15,913$642K<0.01%013F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV14,121$570K0.26%013F-HRTimeline
Collaborative Wealth Managment Inc.13,346$539K0.22%013F-HRTimeline
Foundations Investment Advisors, LLC13,250$535K0.01%-17413F-HRTimeline
Clear Point Advisors Inc.12,849$519K0.4%013F-HRTimeline
Trek Financial, LLC12,749$514K0.03%-1,46813F-HRTimeline
World Investment Advisors12,595$508K0.01%-1,15013F-HRTimeline
Merit Financial Group, LLC12,347$498K<0.01%-62813F-HR/ATimeline
UBS Group AGin group UBS Group AG11,833$478K<0.01%-7,75013F-HRTimelineGroup
First City Capital Management, Inc.11,670$471K0.25%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC10,836$437K0.01%-2,11513F-HRTimeline
Visionary Wealth Advisors10,672$431K0.02%-5513F-HRTimeline
Koshinski Asset Management, Inc.10,580$427K0.03%-16013F-HRTimeline
First Heartland Consultants, Inc.10,496$424K0.03%-61513F-HRTimeline
MML INVESTORS SERVICES, LLC10,227$413K<0.01%-3,92313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,000$404K0.01%013F-HRTimelineGroup
CORRADO ADVISORS, LLC9,782$395K0.21%013F-HRTimeline
Main Street Financial Solutions, LLC9,700$391K0.03%013F-HRTimeline
Diligent Investors, LLC9,573$386K0.1%-2413F-HRTimeline
Tradition Wealth Management, LLC9,486$383K0.03%-76613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS9,060$366K<0.01%013F-HRTimeline
Valtinson Bruner Financial Planning LLC8,906$359K0.11%+65213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,890$359K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV8,780$354K0.02%013F-HRTimeline
ODonnell Financial Services, LLC8,743$353K0.13%-2,20213F-HRTimeline
Crown Wealth Group, LLC8,100$327K0.1%new13F-HRTimeline
Vantage Point Financial LLC7,511$303K0.12%013F-HRTimeline
1776 Wealth LLC7,475$302K0.12%+1,36313F-HRTimeline
Cornerstone Wealth Group, LLC7,173$289K0.02%013F-HRTimeline
SageView Advisory Group, LLC6,805$275K0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,794$274K<0.01%new13F-HRTimeline
WINNACLE WEALTH LLC6,524$267K0.21%new13F-HRTimeline
Berger Financial Group, Inc6,487$262K0.02%013F-HRTimeline
Outlook Wealth Advisors, LLC6,455$260K0.06%013F-HRTimeline
TFB Advisors LLC6,251$256K0.07%013F-HRTimeline
AE Wealth Management LLC6,196$250K<0.01%+48013F-HRTimeline
WEDBUSH SECURITIES INC6,145$248K0.01%-20013F-HRTimeline
Grantvest Financial Group LLC6,079$245K0.17%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,952$240K0.01%-28613F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.5,725$230K<0.01%-93013F-HR/ATimelineGroup
Beacon Financial Advisory LLC5,650$228K0.05%013F-HRTimeline
Keystone Wealth Services, LLC5,165$208K0.05%new13F-HRTimeline
Sigma Planning Corp5,163$208K0.01%new13F-HRTimeline
Stonebridge Financial Group, LLC5,011$202K0.02%new13F-HRTimeline
CoreCap Advisors, LLC4,970$201K0.01%-1,01013F-HRTimeline
Financial Network Wealth Advisors LLC4,476$181K0.2%013F-HRTimeline
LANARK FINANCIAL, INC.3,510$142K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,750$111K0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,658$107K<0.01%-3,31213F-HRTimeline
Steward Partners Investment Advisory, L…2,211$89.2K<0.01%-1,09213F-HRTimeline
Archer Investment Corp2,000$80.7K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC1,628$66K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,402$56.6K<0.01%013F-HRTimelineGroup
Allworth Financial LP729$29.4K<0.01%013F-HRTimeline
Silicon Valley Capital Partners663$26.8K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\572$23.1K<0.01%-2613F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/500$20.2K<0.01%013F-HRTimelineGroup
Luminist Capital LLC513$20K0.02%+9413F-HRTimeline
CURIO WEALTH, LLC400$16.1K0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC300$12.1K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY254$10.2K<0.01%-2,24613F-HR/ATimelineGroup
WHITTIER TRUST CO200$8.14K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO178$7.18K<0.01%-3,98713F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC84$3.39K<0.01%013F-HRTimelineGroup