13FBOX
INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY · 13F 机构持仓分析
期权收益计算器 机构排行
I

INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY

KJAN
持有机构数
135
机构合计市值 (Q2 2026)
$2.31亿
机构合计股数 (Q2 2026)
506.4万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+17.6万股
39 · 14 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-32.2万股
68 · 7 清仓 · ≈
⚖️ 净额
-14.6万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.31亿
持有机构数
135
新买入
14
加仓
25
减仓
61
清仓
7
持股不变
35
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Compass Advisory Group LLC
6.71%6.87%#3$2,823.5万61.9万股$2,566.2万61.5万股+3,713股+0.60%加仓
PFS Partners, LLC
9.12%9.69%#1$2,253.2万49.4万股$2,112.8万50.6万股-1.3万股-2.49%减仓
Long Island Wealth Management, Inc.
8.97%9.15%#2$2,173.5万47.6万股$1,973.4万47.3万股+3,343股+0.71%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#81$1,203.1万26.4万股$977.3万23.4万股+2.9万股+12.56%加仓
MBL Wealth, LLC
0.7%0.7%#8$1,024.5万22.5万股$924.0万22.1万股+3,068股+1.39%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#83$1,015.5万22.3万股$904.8万21.7万股+5,690股+2.62%加仓
威廉·布莱尔BLAIR WILLIAM & CO/IL
0.02%0.02%#75$716.2万15.7万股$740.7万17.8万股-2.1万股-11.60%减仓
Berkshire Money Management, Inc.
0.62%0.64%#9$678.9万14.9万股$623.2万14.9万股-600股-0.40%减仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#97$659.2万14.4万股$697.8万16.7万股-2.3万股-13.62%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.02%0.03%#76$569.0万12.5万股$668.1万16.0万股-3.5万股-22.12%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#115$555.7万12.2万股$441.2万10.6万股+1.6万股+15.18%加仓
BFI Wealth Solutions, LLC
3.84%4.56%#4$518.9万11.4万股$475.7万11.3万股+498股+0.44%加仓
信安证券PRINCIPAL SECURITIES, INC.
0.06%0.07%#52$483.1万10.6万股$494.2万11.8万股-1.3万股-10.62%减仓
AdvisorNet Financial, Inc
0.18%0.19%#30$403.2万8.8万股$374.1万9.0万股-1,302股-1.45%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#118$346.5万7.6万股$321.6万7.7万股-1,144股-1.48%减仓
Pallas Capital 顾问Pallas Capital Advisors LLC
0.09%0.1%#46$302.9万6.6万股$264.1万6.3万股+3,086股+4.88%加仓
INVESTMENT MANAGEMENT CORP /VA/ /ADV
2%1.85%#5$240.2万5.3万股$215.9万5.2万股+893股+1.73%加仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#106$235.6万5.2万股$217.1万5.2万股-415股-0.80%减仓
Faithward Advisors, LLC
0.27%0.29%#19$218.6万4.8万股$200.0万4.8万股-23股-0.05%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%0.01%#99$208.1万4.6万股$202.5万4.9万股-2,941股-6.06%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%0.01%#103$198.7万4.4万股$281.8万6.7万股-2.4万股-35.16%减仓
Wood Tarver Financial Group, LLC
0.46%0.5%#13$193.9万4.2万股$182.1万4.4万股-1,154股-2.64%减仓
IFP顾问IFP Advisors, Inc
0.03%0.03%#64$166.4万3.6万股$150.5万3.6万股+402股+1.11%加仓
DHJJ Financial Advisors, Ltd.
0.48%0.51%#11$166.3万3.6万股$152.6万3.7万股-136股-0.37%减仓
RED CRANE WEALTH MANAGEMENT, LLC
1.19%1.1%#6$161.5万3.5万股$133.4万3.2万股+3,422股+10.71%加仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.03%0.1%#65$155.1万3.4万股$114.2万4.1万股-6,549股-16.16%减仓
JT Stratford LLC
0.17%0.18%#31$152.9万3.4万股$140.0万3.4万股-50股-0.15%减仓
Weaver Consulting Group
0.31%0.33%#16$151.7万3.3万股$138.7万3.3万股00.00%持仓不变
JDM Financial Group LLC
0.26%0.49%#20$139.4万3.1万股$128.2万3.1万股-172股-0.56%减仓
FOUNDERS FINANCIAL SECURITIES LLC
0.07%0.07%#50$139.3万3.1万股$116.3万2.7万股+3,421股+12.62%加仓
Fragasso Financial Advisors Inc
0.07%0.08%#49$137.8万3.0万股$130.7万3.1万股-865股-2.79%减仓
Capital Analysts, LLC
0.03%0.04%#63$135.1万3.0万股$127.2万3.1万股-1,095股-3.57%减仓
Janney Montgomery Scott LLC
<0.01%<0.01%#108$131.7万2.9万股$124.2万3.0万股-900股-3.02%减仓
FSA Advisors, Inc.
0.59%0.8%#10$127.6万2.8万股$121.5万2.9万股-1,150股-3.95%减仓
旧使命资本OLD MISSION CAPITAL LLC
0.02%<0.01%#71$126.2万2.8万股$23.5万5,637股+2.2万股+390.58%加仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.01%0.01%#87$125.2万2.7万股$112.7万2.7万股+424股+1.57%加仓
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.15%0.16%#32$123.0万2.7万股$107.9万2.6万股+1,079股+4.17%加仓
AssuredPartners Investment Advisors, LLC
0.12%0.12%#40$119.6万2.6万股$111.8万2.7万股-331股-1.25%减仓
Miller Financial Services LLC
0.95%1.23%#7$117.7万2.6万股$112.3万2.7万股-1,107股-4.11%减仓
WEALTH ALLIANCE, LLC
0.1%0.11%#42$117.4万2.6万股$107.4万2.6万股00.00%持仓不变
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#117$109.2万2.4万股$87.0万2.1万股+3,074股+14.74%加仓
Brookstone资本管理Brookstone Capital Management
0.01%0.01%#85$108.5万2.4万股$99.3万2.4万股-23股-0.10%减仓
FIRST COMMONWEALTH FINANCIAL CORP /PA/
0.14%0.13%#35$103.1万2.3万股$79.0万1.9万股+3,660股+19.34%加仓
BCGM Wealth Management, LLC
0.22%0.24%#24$102.5万2.2万股$93.7万2.2万股00.00%持仓不变
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#127$98.4万2.2万股$56.4万1.4万股+8,057股+59.60%加仓
Advisor OS, LLC
0.06%0.06%#51$95.1万2.1万股$86.9万2.1万股00.00%持仓不变
Cornerstone Wealth, LLC/TN
0.47%0.48%#12$93.8万2.1万股$85.9万2.0万股+928股+4.74%加仓
Crown Wealth Group, LLC
0.22%0.23%#23$85.6万1.9万股$78.3万1.9万股00.00%持仓不变
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.04%0.04%#58$83.5万1.8万股$76.9万1.8万股-120股-0.65%减仓
咨询服务网络Advisory Services Network, LLC
0.01%0.01%#89$81.5万1.8万股$75.6万1.8万股-250股-1.38%减仓

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