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 4.03 Million shares, which have been reported (via 13F filing form) to have a value of $138 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
29,514
shares
|
$1.01 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
29,093
shares
|
$995,271
0.0% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
27,843
shares
|
$952,509
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Advisory Group LLC
|
Jul 28, 2025 Q2 2025 |
27,343
shares
|
$935,404
0.38% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
26,842
shares
|
$918,264
0.07% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
26,202
shares
|
$896,370
0.03% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
25,905
shares
|
$886,210
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
25,704
shares
|
$879,333
0.34% of portfolio
|
Q2 2025
Added 14.4%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 04, 2025 Q2 2025 |
24,983
shares
|
$854,668
0.35% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Miller Financial Services LLC
Marshall, MI |
May 05, 2025 Q1 2025 |
24,385
shares
|
$834,210
1.08% of portfolio
|
Q1 2025
Reduced 7.32%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
23,782
shares
|
$813,582
0.06% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
23,639
shares
|
$808,690
0.09% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
23,404
shares
|
$800,650
0.25% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
22,946
shares
|
$784,982
0.06% of portfolio
|
Q3 2025
Added 25.85%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
22,806
shares
|
$780,193
0.07% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
22,697
shares
|
$776,464
0.37% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
20,347
shares
|
$696,070
0.05% of portfolio
|
Q2 2025
Reduced 5.04%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
19,480
shares
|
$666,410
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
18,061
shares
|
$617,866
0.04% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
18,039
shares
|
$617,114
0.46% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
17,811
shares
|
$609,314
0.47% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
17,745
shares
|
$607,056
0.0% of portfolio
|
Q2 2025
Added 6.65%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
17,624
shares
|
$602,917
0.01% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
17,158
shares
|
$586,975
0.04% of portfolio
|
Q2 2025
Reduced 0.21%
|