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 93 institutions that hold shares in the stock, with a total of 3.24 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
|
Nov 14, 2024 Q3 2024 |
352,614
shares
|
$12 Million
1.63% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
227,206
shares
|
$7.76 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
O Donnell Financial Services, LLC
|
Oct 22, 2024 Q3 2024 |
171,828
shares
|
$5.87 Million
2.64% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
159,455
shares
|
$5.44 Million
0.01% of portfolio
|
Q3 2024
Added 12.87%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
153,754
shares
|
$5.25 Million
0.01% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
145,050
shares
|
$4.95 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
112,372
shares
|
$3.84 Million
0.0% of portfolio
|
Q3 2024
Added 194.89%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
108,288
shares
|
$3.7 Million
0.01% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
104,182
shares
|
$3.56 Million
0.02% of portfolio
|
Q3 2024
Reduced 28.63%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
99,837
shares
|
$3.41 Million
1.09% of portfolio
|
Q3 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
92,845
shares
|
$3.17 Million
0.15% of portfolio
|
Q3 2024
Reduced 9.13%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
91,824
shares
|
$3.13 Million
0.01% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
89,508
shares
|
$3.06 Million
1.26% of portfolio
|
Q3 2024
Reduced 42.84%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
86,920
shares
|
$2.97 Million
0.7% of portfolio
|
Q3 2024
Reduced 10.54%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 01, 2024 Q3 2024 |
50,556
shares
|
$1.73 Million
1.24% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
41,522
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Added 46.73%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
40,719
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2024
Added 6.75%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
39,658
shares
|
$1.35 Million
0.03% of portfolio
|
Q3 2024
Reduced 9.88%
|
|
|
Compass Advisory Group LLC
|
Oct 23, 2024 Q3 2024 |
34,993
shares
|
$1.19 Million
0.63% of portfolio
|
Q3 2024
Added 52.41%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
34,671
shares
|
$1.18 Million
0.29% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
34,641
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
33,682
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
33,353
shares
|
$1.14 Million
0.16% of portfolio
|
Q2 2022
Reduced 35.58%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,503
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
28,500
shares
|
$972,990
0.0% of portfolio
|
Q3 2024
Reduced 2.73%
|