Institutional Ownership Innovator U.S. Small Cap Power (KAPR)
This table provides information about the institutional ownership of Innovator U.S. Small Cap Power (KAPR). We have compiled data on the 105 institutions that hold shares in the stock, with a total of 4.6 Million shares, which have been reported (via 13F filing form) to have a value of $149 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
841,542
shares
|
$27.6 Million
0.0% of portfolio
|
Q1 2025
Added 2233.73%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
661,055
shares
|
$21.7 Million
0.12% of portfolio
|
Q1 2025
Added 30377.41%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
274,224
shares
|
$9.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.53%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
159,055
shares
|
$5.22 Million
0.01% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
139,496
shares
|
$4.58 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
O Donnell Financial Services, LLC
|
Jul 29, 2025 Q2 2025 |
138,890
shares
|
$4.56 Million
1.97% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
112,372
shares
|
$3.69 Million
0.0% of portfolio
|
Q3 2024
Added 194.89%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Jul 30, 2025 Q2 2025 |
103,688
shares
|
$3.41 Million
3.06% of portfolio
|
Q2 2025
Added 360.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
102,416
shares
|
$3.36 Million
0.01% of portfolio
|
Q4 2024
Added 67.01%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
101,740
shares
|
$3.34 Million
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
98,700
shares
|
$3.24 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
96,898
shares
|
$3.18 Million
0.02% of portfolio
|
Q1 2025
Reduced 16.22%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
81,668
shares
|
$2.68 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
69,797
shares
|
$2.29 Million
1.5% of portfolio
|
Q2 2025
Added 57.51%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
63,420
shares
|
$2.08 Million
0.0% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
62,729
shares
|
$2.06 Million
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
56,207
shares
|
$1.85 Million
0.01% of portfolio
|
Q2 2025
Reduced 21.12%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 01, 2025 Q2 2025 |
53,652
shares
|
$1.76 Million
1.42% of portfolio
|
Q2 2025
Added 14.86%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
46,632
shares
|
$1.53 Million
0.06% of portfolio
|
Q1 2025
Reduced 25.65%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
43,749
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
39,677
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
34,546
shares
|
$1.13 Million
0.41% of portfolio
|
Q1 2025
Added 7.23%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
33,886
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
33,398
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
33,353
shares
|
$1.1 Million
0.16% of portfolio
|
Q2 2022
Reduced 35.58%
|