Who Owns INNOV SMCP PWR JAN ETF (KJAN)? -- Institutional Holders (2026-06-30)

141 institutions reported holding $231.2M of INNOV SMCP PWR JAN ETF (KJAN) in SEC 13F filings for 2026-06-30. Largest institutional holders: Compass Advisory Group LLC ($28.2M), PFS Partners, LLC ($22.5M), Long Island Wealth Management, Inc. ($21.7M), OSAIC HOLDINGS, INC. ($12.0M), MBL Wealth, LLC ($10.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Compass Advisory Group LLC	$28.2M	618,790	Added
2	PFS Partners, LLC	$22.5M	493,805	Trimmed
3	Long Island Wealth Management, Inc.	$21.7M	476,337	Added
4	OSAIC HOLDINGS, INC.	$12.0M	263,670	Added
5	MBL Wealth, LLC	$10.2M	224,531	Added
6	COMMONWEALTH EQUITY SERVICES, LLC	$10.2M	222,544	Added
7	BLAIR WILLIAM & CO/IL	$7.2M	156,948	Trimmed
8	Berkshire Money Management, Inc.	$6.8M	148,779	Trimmed
9	Cetera Investment Advisers	$6.6M	144,469	Trimmed
10	Kestra Advisory Services, LLC	$5.7M	124,702	Trimmed
11	LPL Financial LLC	$5.6M	121,791	Added
12	BFI Wealth Solutions, LLC	$5.2M	113,715	Added
13	PRINCIPAL SECURITIES, INC.	$4.8M	105,876	Trimmed
14	AdvisorNet Financial, Inc	$4.0M	88,373	Trimmed
15	RAYMOND JAMES FINANCIAL INC	$3.5M	75,942	Trimmed
16	Pallas Capital Advisors LLC	$3.0M	66,380	Added
17	INVESTMENT MANAGEMENT CORP /VA/ /ADV	$2.4M	52,632	Added
18	TRUIST FINANCIAL CORP	$2.4M	51,626	Trimmed
19	Faithward Advisors, LLC	$2.2M	47,912	Trimmed
20	Cambridge Investment Research Advisors, Inc.	$2.1M	45,603	Trimmed
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$2.0M	43,514	Trimmed
22	Wood Tarver Financial Group, LLC	$1.9M	42,494	Trimmed
23	IFP Advisors, Inc	$1.7M	36,468	Added
24	DHJJ Financial Advisors, Ltd.	$1.7M	36,440	Trimmed
25	RED CRANE WEALTH MANAGEMENT, LLC	$1.6M	35,387	Added

Source: SEC Form 13F filings · as of 2026-06-30