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 96 institutions that hold shares in the stock, with a total of 3.28 Million shares, which have been reported (via 13F filing form) to have a value of $111 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Personal Cfo Solutions, LLC
|
Aug 09, 2024 Q2 2024 |
347,753
shares
|
$11.7 Million
1.68% of portfolio
|
Q2 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
227,206
shares
|
$7.67 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
O Donnell Financial Services, LLC
|
Oct 22, 2024 Q3 2024 |
171,828
shares
|
$5.8 Million
2.64% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
151,706
shares
|
$5.12 Million
0.01% of portfolio
|
Q2 2024
Added 25.21%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
147,464
shares
|
$4.98 Million
0.46% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
145,977
shares
|
$4.93 Million
0.03% of portfolio
|
Q2 2024
Added 78.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
141,277
shares
|
$4.77 Million
0.01% of portfolio
|
Q2 2024
Added 31.97%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
112,372
shares
|
$3.79 Million
0.0% of portfolio
|
Q3 2024
Added 194.89%
|
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
106,399
shares
|
$3.59 Million
0.01% of portfolio
|
Q2 2024
Added 192.48%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
102,179
shares
|
$3.45 Million
0.15% of portfolio
|
Q2 2024
Added 232.31%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
99,837
shares
|
$3.37 Million
1.09% of portfolio
|
Q3 2024
New holding
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 13, 2024 Q2 2024 |
97,164
shares
|
$3.28 Million
0.8% of portfolio
|
Q2 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
91,824
shares
|
$3.1 Million
0.01% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
89,508
shares
|
$3.02 Million
1.26% of portfolio
|
Q3 2024
Reduced 42.84%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 01, 2024 Q3 2024 |
50,556
shares
|
$1.71 Million
1.24% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Forvis Wealth Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
44,007
shares
|
$1.49 Million
0.03% of portfolio
|
Q2 2024
Reduced 28.85%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
40,719
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2024
Added 6.75%
|
|
|
Compass Advisory Group LLC
|
Oct 23, 2024 Q3 2024 |
34,993
shares
|
$1.18 Million
0.63% of portfolio
|
Q3 2024
Added 52.41%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
34,671
shares
|
$1.17 Million
0.29% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
33,364
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2024
Added 9.33%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
33,353
shares
|
$1.13 Million
0.16% of portfolio
|
Q2 2022
Reduced 35.58%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
33,044
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2024
Added 330.37%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,503
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
28,500
shares
|
$962,445
0.0% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
28,299
shares
|
$955,657
0.0% of portfolio
|
Q2 2024
Added 65.72%
|