13FBOX
INNOVATOR US SMALL CAP POWER · 13F Institutional Holdings
Options Calculator Rankings
I

INNOVATOR US SMALL CAP POWER

KMAR
Institutions
33
Combined AUM (Q2 2026)
$19.9M
Combined Shares (Q2 2026)
618,893
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+165,883
19 · 6 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-50,648
14 · 6 Exit · ≈
⚖️ Net
+115,235
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$19.9M
Institutions
33
New Buys
6
Adds
13
Reduces
8
Exits
6
Unchanged
6
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#25$3.1M95,179$2.8M96,209-1,030-1.07%Reduce
Cetera Investment Advisers
<0.01%<0.01%#20$2.2M68,478$1.2M40,000+28,478+71.20%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#18$1.8M56,248$1.7M58,658-2,410-4.11%Reduce
HighTower Advisors, LLC
<0.01%<0.01%#24$1.1M33,000$300,50110,331+22,669+219.43%Add
Kestra Advisory Services, LLC
<0.01%<0.01%#17$974,93530,334$656,87822,583+7,751+34.32%Add
OLD MISSION CAPITAL LLC
0.01%0.01%#14$902,55528,082$657,48922,604+5,478+24.23%Add
FIRST COMMONWEALTH FINANCIAL CORP /PA/
0.11%#5$817,03125,421$00+25,421New Buy
Miller Financial Services LLC
0.62%0.75%#1$763,32523,750$686,46023,600+150+0.64%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#33$722,63622,484$00+22,484New Buy
LPL Financial LLC
<0.01%<0.01%#30$683,84321,277$736,78125,330-4,053-16.00%Reduce
TRUIST FINANCIAL CORP
<0.01%<0.01%#26$657,84220,468$551,75718,969+1,499+7.90%Add
Beacon Financial Advisory LLC
0.12%0.13%#4$621,74819,345$565,92219,456-111-0.57%Reduce
Faithward Advisors, LLC
0.07%#8$573,21717,835$00+17,835New Buy
Diligent Investors, LLC
0.1%0.08%#6$459,60214,300$319,96011,000+3,300+30.00%Add
Ballast Rock Private Wealth LLC
0.2%0.16%#2$440,60113,709$298,24110,253+3,456+33.71%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#31$424,82713,218$384,76713,228-10-0.08%Reduce
TrustBank
0.13%0.12%#3$375,87711,695$300,90810,345+1,350+13.05%Add
Cyndeo Wealth Partners, LLC
0.02%0.02%#12$345,50510,750$312,68810,75000.00%Unchanged
FIDUCIARY FINANCIAL GROUP, LLC
0.04%0.03%#11$319,7299,948$215,2467,400+2,548+34.43%Add
Keating Financial Advisory Services, Inc.
0.04%0.05%#10$309,1239,618$279,7629,61800.00%Unchanged
Cerity Partners LLC
<0.01%<0.01%#28$297,1029,244$268,8839,24400.00%Unchanged
Phoenix Financial Ltd.
<0.01%<0.01%#21$253,1057,880$270,9289,325-1,445-15.50%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#29$244,3577,603$174,7536,008+1,595+26.55%Add
Private Advisor Group, LLC
<0.01%<0.01%#23$228,1947,100$206,5197,10000.00%Unchanged
PFS Partners, LLC
0.09%0.08%#7$227,3917,075$163,9365,636+1,439+25.53%Add
Main Street Financial Solutions, LLC
0.01%#15$215,0176,690$00+6,690New Buy
NewEdge Advisors, LLC
<0.01%#27$210,5176,550$00+6,550New Buy
Stonebridge Financial Group, LLC
0.02%#13$209,2646,511$00+6,511New Buy
DHJJ Financial Advisors, Ltd.
0.06%0.06%#9$206,6936,431$189,9706,531-100-1.53%Reduce
IFP Advisors, Inc
<0.01%<0.01%#19$125,0893,892$93,4573,213+679+21.13%Add
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#22$94,2022,931$99,3333,415-484-14.17%Reduce
PHILLIPS FINANCIAL MANAGEMENT, LLC
<0.01%<0.01%#16$43,2951,347$39,1831,34700.00%Unchanged
AE Wealth Management LLC
<0.01%<0.01%#32$16,070500$14,54450000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow