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 94 institutions that hold shares in the stock, with a total of 3.3 Million shares, which have been reported (via 13F filing form) to have a value of $104 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Private Client Services, LLC
Louisville, KY |
Jul 29, 2024 Q2 2024 |
28,228
shares
|
$905,554
0.55% of portfolio
|
Q2 2024
New holding
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 02, 2024 Q2 2024 |
27,471
shares
|
$881,269
0.09% of portfolio
|
Q2 2024
New holding
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
26,785
shares
|
$859,262
0.04% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
Weaver Consulting Group
|
Jul 12, 2024 Q2 2024 |
26,110
shares
|
$837,608
0.3% of portfolio
|
Q2 2024
Added 112.38%
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 08, 2024 Q2 2024 |
25,954
shares
|
$832,604
0.07% of portfolio
|
Q2 2024
Added 34.89%
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 14, 2024 Q2 2024 |
25,313
shares
|
$812,041
0.4% of portfolio
|
Q1 2024
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
24,324
shares
|
$780,313
0.35% of portfolio
|
Q2 2024
Added 36.03%
|
|
Main Street Financial Solutions, LLC
|
Aug 07, 2024 Q2 2024 |
23,522
shares
|
$754,585
0.07% of portfolio
|
Q2 2024
Added 96.84%
|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
23,233
shares
|
$745,314
0.02% of portfolio
|
Q2 2024
Reduced 15.56%
|
|
Compass Advisory Group LLC
|
Jul 31, 2024 Q2 2024 |
22,960
shares
|
$736,556
0.48% of portfolio
|
Q2 2024
Added 33.41%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
22,916
shares
|
$735,145
0.08% of portfolio
|
Q2 2024
Added 194.44%
|
|
Wealth Alliance
Mellville, NY |
Aug 09, 2024 Q2 2024 |
22,348
shares
|
$716,923
0.09% of portfolio
|
Q2 2024
Added 0.53%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
19,942
shares
|
$639,739
0.01% of portfolio
|
Q2 2024
New holding
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jul 29, 2024 Q2 2024 |
19,278
shares
|
$618,438
0.05% of portfolio
|
Q2 2024
Reduced 2.65%
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2024 Q2 2024 |
17,971
shares
|
$576,509
0.58% of portfolio
|
Q2 2024
Added 147.84%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
17,921
shares
|
$574,905
0.0% of portfolio
|
Q2 2024
Added 7.85%
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
17,558
shares
|
$563,260
0.05% of portfolio
|
Q2 2024
Added 23.71%
|
|
Pillar Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
17,383
shares
|
$557,646
0.79% of portfolio
|
Q2 2024
Reduced 43.23%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
17,293
shares
|
$554,759
0.0% of portfolio
|
Q2 2024
Added 14.49%
|
|
Hbw Advisory Services LLC
|
Jul 05, 2024 Q2 2024 |
16,360
shares
|
$524,828
0.09% of portfolio
|
Q2 2024
Reduced 51.87%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
15,321
shares
|
$491,497
0.0% of portfolio
|
Q2 2024
New holding
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
15,226
shares
|
$488,450
0.0% of portfolio
|
Q2 2024
New holding
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
14,652
shares
|
$470,036
0.37% of portfolio
|
Q4 2023
New holding
|
|
My Personal Cfo, LLC
|
Jul 25, 2024 Q2 2024 |
13,731
shares
|
$440,490
0.24% of portfolio
|
Q1 2023
Added 157.18%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
13,366
shares
|
$428,781
0.0% of portfolio
|
Q2 2024
New holding
|