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Disclosery

KJAN INNOVATOR ETFS TRUST

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US SML CP PWR B (fund)

123 managers (123 13F filers) reported a position in KJAN shares at 2025-12-31, 4,784,865 shares in all. 11 filers opened a position and 16 filers sold out during the quarter.

Managers
123
13F filers
123
New
11
Added
19
Reduced
54
Sold out
16
Shares held by filers
4,784,865

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
PFS Partners, LLC507,283$21M9.64%-3,15013F-HRTimeline
Long Island Wealth Management, Inc.435,696$18M8.53%+4,41313F-HRTimeline
Compass Advisory Group LLC282,802$11.7M3.16%+2,47713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC245,269$10.2M0.01%-6,53313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.243,123$10.1M0.01%-14,95213F-HRTimelineGroup
MBL Wealth, LLC215,473$8.92M0.72%+83313F-HRTimeline
Berkshire Money Management, Inc.149,379$6.19M0.59%-4,34313F-HRTimeline
Cetera Investment Advisers147,575$6.11M0.01%-17,13313F-HRTimeline
BLAIR WILLIAM & CO/IL121,505$5.03M0.01%+3,00013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC115,813$4.8M0.07%-1,49913F-HRTimelineGroup
BFI Wealth Solutions, LLC111,045$4.6M4.38%13F-HRTimeline
LPL Financial LLC104,789$4.34M<0.01%+12,11713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC103,279$4.28M0.02%-1,88313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…94,038$3.97M0.01%-1,75113F-HRTimeline
AdvisorNet Financial, Inc89,575$3.71M0.2%-10,54413F-HRTimeline
Sherry Group, Inc.80,742$3.37M3.53%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management75,988$3.15M0.04%-4,70613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC73,396$3.04M<0.01%-69,21413F-HRTimelineGroup
HighTower Advisors, LLC71,652$2.97M<0.01%-38713F-HRTimeline
Pallas Capital Advisors LLC69,624$2.88M0.1%-94413F-HRTimeline
Sunbelt Securities, Inc.62,619$2.59M0.17%-5,23313F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV51,309$2.13M1.78%-33,03413F-HRTimeline
Cambridge Investment Research Advisors,…50,879$2.11M0.01%-3,51513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP45,194$1.87M<0.01%-97913F-HRTimelineGroup
Wood Tarver Financial Group, LLC43,804$1.81M0.51%-6,24313F-HRTimeline
Fragasso Financial Advisors Inc39,593$1.64M0.1%-4,11113F-HRTimeline
Faithward Advisors, LLC37,604$1.56M0.23%-2,43713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC36,207$1.5M0.03%-3,69013F-HRTimeline
DHJJ Financial Advisors, Ltd.35,424$1.47M0.49%-24913F-HRTimeline
IFP Advisors, Inc35,224$1.46M0.03%-39913F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC32,571$1.35M1.1%-18713F-HRTimeline
JDM Financial Group LLC30,733$1.27M0.49%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC30,699$1.27M0.04%-2,52813F-HR/ATimelineGroup
JT Stratford LLC30,278$1.25M0.16%-1,57713F-HRTimeline
FSA Advisors, Inc.28,735$1.19M0.83%+17413F-HRTimeline
Weaver Consulting Group28,497$1.18M0.29%-66713F-HRTimeline
AssuredPartners Investment Advisors, LLC27,021$1.12M0.17%new13F-HRTimeline
OneDigital Investment Advisors LLC26,006$1.08M0.01%-31,01913F-HRTimeline
WEALTH ALLIANCE, LLC25,640$1.06M0.1%-3913F-HRTimeline
Miller Financial Services LLC24,160$1M1.17%-45013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC22,925$950K0.06%+3,12013F-HRTimeline
BCGM Wealth Management, LLC22,457$930K0.24%013F-HRTimeline
Arete Wealth Advisors, LLC20,475$848K0.06%013F-HR/ATimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV18,465$765K0.04%-3013F-HRTimeline
HBW ADVISORY SERVICES LLC18,303$758K0.08%+4313F-HRTimeline
Janney Montgomery Scott LLC18,265$757K<0.01%-2,02513F-HRTimeline
Advisory Services Network, LLC18,114$750K0.01%013F-HRTimeline
World Investment Advisors17,782$737K0.01%+5,18713F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC17,665$732K<0.01%+35513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA17,659$731K<0.01%013F-HRTimelineGroup
WorthPointe, LLC17,090$708K0.19%-5113F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …15,581$645K0.11%-33513F-HRTimelineGroup
NewEdge Advisors, LLC14,992$621K<0.01%-92113F-HRTimeline
BIP Wealth, LLC14,417$597K0.02%new13F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV14,121$585K0.27%013F-HRTimeline
Global Trust Wealth Management LLC13,840$573K0.42%13F-HRTimeline
GWN SECURITIES INC.13,307$551K0.11%new13F-HRTimeline
Foundations Investment Advisors, LLC12,654$524K0.01%-59613F-HRTimeline
Tradition Wealth Management, LLC12,654$524K0.04%+3,16813F-HRTimeline
Merit Financial Group, LLC12,607$522K<0.01%+26013F-HRTimeline
Trek Financial, LLC12,360$512K0.03%-38913F-HRTimeline
Diligent Investors, LLC12,073$500K0.12%+2,50013F-HRTimeline
Clear Point Advisors Inc.12,004$497K0.39%-84513F-HRTimeline
Collaborative Wealth Managment Inc.11,958$495K0.17%-1,38813F-HRTimeline
MML INVESTORS SERVICES, LLC11,844$491K<0.01%+1,61713F-HRTimeline
First Heartland Consultants, Inc.11,713$485K0.04%+1,21713F-HRTimeline
First City Capital Management, Inc.11,670$483K0.26%013F-HRTimeline
WEALTHGARDEN F.S. LLC11,181$478K0.32%new13F-HRTimeline
TopTier Wealth Management, LLC11,044$457K0.31%13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC10,836$449K0.01%013F-HRTimeline
Visionary Wealth Advisors10,672$442K0.02%013F-HRTimeline
Koshinski Asset Management, Inc.10,570$438K0.03%-1013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,255$425K0.01%+25513F-HRTimelineGroup
Main Street Financial Solutions, LLC9,700$402K0.03%013F-HRTimeline
Cresset Asset Management, LLC9,608$398K<0.01%new13F-HRTimeline
BCS Wealth Management9,316$386K0.04%new13F-HRTimeline
RED REEF ADVISORS LLC9,277$384K0.39%13F-HRTimeline
Valtinson Bruner Financial Planning LLC8,906$369K0.11%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8,655$358K0.02%-12513F-HRTimeline
Private Advisor Group, LLC8,555$354K<0.01%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,488$352K<0.01%-57213F-HRTimeline
U.S. Capital Wealth Advisors, LLC8,402$348K0.01%+2,45013F-HRTimeline
ODonnell Financial Services, LLC8,379$347K0.12%-36413F-HRTimeline
Crown Wealth Group, LLC8,100$336K0.09%013F-HRTimeline
1776 Wealth LLC7,985$331K0.12%+51013F-HRTimeline
Vantage Point Financial LLC7,511$311K0.11%013F-HRTimeline
Bullseye Investment Management, LLC7,467$309K0.16%-19,68813F-HRTimeline
Keating Financial Advisory Services, In…7,229$299K0.04%13F-HRTimeline
Cornerstone Wealth Group, LLC7,173$297K0.02%013F-HRTimeline
EP Wealth Advisors, LLC7,102$294K<0.01%13F-HRTimeline
Cassady Wealth & Retirement Planning, L…7,005$290K0.19%13F-HRTimeline
Berger Financial Group, Inc6,487$269K0.02%013F-HRTimeline
AE Wealth Management LLC6,196$257K<0.01%013F-HRTimeline
WEDBUSH SECURITIES INC6,145$255K0.01%013F-HRTimeline
Grantvest Financial Group LLC6,079$252K0.16%013F-HRTimeline
TFB Advisors LLC6,025$250K0.07%-22613F-HRTimeline
Liberty Atlantic Advisors LLC5,993$248K0.24%13F-HRTimeline
Sigma Planning Corp5,070$239K0.01%-9313F-HRTimeline
WINNACLE WEALTH LLC5,653$237K0.18%-87113F-HRTimeline
Outlook Wealth Advisors, LLC5,653$234K0.05%-80213F-HRTimeline
SageView Advisory Group, LLC5,273$218K0.01%-1,53213F-HRTimeline
Stonebridge Financial Group, LLC5,011$208K0.02%013F-HRTimeline
CoreCap Advisors, LLC4,908$203K0.01%-6213F-HRTimeline
HARBOUR INVESTMENTS, INC.4,556$189K<0.01%+1,89813F-HRTimeline
Financial Network Wealth Advisors LLC4,476$185K0.19%013F-HRTimeline
LANARK FINANCIAL, INC.3,510$145K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,750$114K0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,162$89.5K<0.01%-4913F-HRTimeline
Archer Investment Corp2,000$82.8K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,220$50.5K<0.01%-18213F-HRTimelineGroup
Parallel Advisors, LLC892$36.9K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.833$34.5K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC813$34K<0.01%-81513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/500$20.7K<0.01%013F-HRTimelineGroup
Allworth Financial LP416$17.2K<0.01%-31313F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC300$12.4K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC300$12.4K0.01%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY254$10.5K<0.01%013F-HR/ATimelineGroup
Cape Investment Advisory, Inc.250$10.4K<0.01%new13F-HRTimeline
WHITTIER TRUST CO200$8.44K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO178$7.37K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC84$3.48K<0.01%013F-HRTimelineGroup
MCGUIRE CAPITAL ADVISORS INC24$994<0.01%13F-HRTimeline