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 |
|---|---|---|---|---|---|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
26,538
shares
|
$906,007
0.07% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
25,617
shares
|
$874,564
0.29% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
25,554
shares
|
$872,413
0.07% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
25,239
shares
|
$861,659
0.03% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 07, 2024 Q3 2024 |
24,983
shares
|
$852,919
0.4% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
23,964
shares
|
$818,130
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
23,884
shares
|
$815,399
0.34% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
23,432
shares
|
$799,968
0.07% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
22,816
shares
|
$778,938
0.08% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
22,605
shares
|
$771,734
0.01% of portfolio
|
Q3 2024
Reduced 84.2%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
22,348
shares
|
$762,960
0.09% of portfolio
|
Q2 2024
Added 0.53%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
21,426
shares
|
$731,483
0.05% of portfolio
|
Q3 2024
Added 61.85%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,646
shares
|
$704,854
0.0% of portfolio
|
Q3 2024
Added 35.6%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
19,961
shares
|
$681,468
0.37% of portfolio
|
Q3 2024
Added 188.62%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
19,167
shares
|
$654,361
0.05% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
17,971
shares
|
$613,529
0.58% of portfolio
|
Q2 2024
Added 147.84%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
17,641
shares
|
$602,263
0.0% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
17,595
shares
|
$600,693
0.0% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
17,558
shares
|
$599,430
0.04% of portfolio
|
Q2 2024
Added 23.71%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
17,330
shares
|
$591,646
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
16,601
shares
|
$566,758
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
15,488
shares
|
$528,760
0.08% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
15,412
shares
|
$526,165
0.0% of portfolio
|
Q3 2024
Added 23251.52%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
15,282
shares
|
$521,727
0.0% of portfolio
|
Q3 2024
Added 14.33%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
15,199
shares
|
$518,893
0.27% of portfolio
|
Q3 2024
New holding
|