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 |
---|---|---|---|---|---|
Straight Path Wealth Management
|
Aug 15, 2024 Q2 2024 |
13,340
shares
|
$427,947
0.22% of portfolio
|
Q4 2023
Added 65.71%
|
|
Jacobi Capital Management LLC
|
Aug 09, 2024 Q2 2024 |
13,238
shares
|
$424,675
0.04% of portfolio
|
Q2 2024
New holding
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
13,054
shares
|
$418,772
0.01% of portfolio
|
Q2 2024
New holding
|
|
Castle Wealth Management LLC
|
Jul 22, 2024 Q2 2024 |
12,981
shares
|
$416,430
0.24% of portfolio
|
Q2 2024
New holding
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2024 Q2 2024 |
12,305
shares
|
$394,744
0.28% of portfolio
|
Q2 2024
Added 3.24%
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
12,305
shares
|
$394,744
0.01% of portfolio
|
Q2 2024
Added 3.24%
|
|
Stratos Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
12,264
shares
|
$393,429
0.02% of portfolio
|
Q1 2024
Reduced 6.27%
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Aug 15, 2024 Q2 2024 |
11,890
shares
|
$381,431
0.26% of portfolio
|
Q4 2023
New holding
|
|
Signature Estate & Investment Advisors LLC
|
Jul 25, 2024 Q2 2024 |
11,833
shares
|
$379,602
0.01% of portfolio
|
Q2 2024
New holding
|
|
Bcs Wealth Management
|
Jul 16, 2024 Q2 2024 |
11,605
shares
|
$372,288
0.17% of portfolio
|
Q2 2024
Added 21.37%
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
11,345
shares
|
$363,947
0.41% of portfolio
|
Q4 2023
Reduced 1.73%
|
|
Acas, LLC
|
Aug 12, 2024 Q2 2024 |
10,886
shares
|
$349,222
0.31% of portfolio
|
Q2 2024
Added 7.14%
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
10,800
shares
|
$346,464
0.01% of portfolio
|
Q1 2024
Reduced 23.27%
|
|
Archer Investment Corp
|
Aug 02, 2024 Q2 2024 |
10,492
shares
|
$336,583
0.09% of portfolio
|
Q4 2022
New holding
|
|
Berger Financial Group, Inc
Plymouth, MN |
Aug 14, 2024 Q2 2024 |
10,360
shares
|
$332,348
0.03% of portfolio
|
Q2 2024
New holding
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
10,286
shares
|
$329,974
0.0% of portfolio
|
Q2 2024
Reduced 14.08%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
8,668
shares
|
$278,069
0.03% of portfolio
|
Q1 2024
Reduced 70.18%
|
|
Beacon Financial Advisory LLC
|
Jul 26, 2024 Q2 2024 |
7,766
shares
|
$249,133
0.1% of portfolio
|
Q2 2024
New holding
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
7,740
shares
|
$248,299
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
7,585
shares
|
$243,326
0.0% of portfolio
|
Q2 2024
New holding
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 12, 2024 Q2 2024 |
7,360
shares
|
$236,108
0.04% of portfolio
|
Q4 2023
New holding
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
7,300
shares
|
$234,184
0.02% of portfolio
|
Q2 2024
New holding
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
7,135
shares
|
$228,890
0.0% of portfolio
|
Q2 2024
New holding
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
7,122
shares
|
$228,473
0.01% of portfolio
|
Q2 2024
New holding
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 25, 2024 Q2 2024 |
6,916
shares
|
$221,865
0.13% of portfolio
|
Q2 2024
Added 784.4%
|