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 104 institutions that hold shares in the stock, with a total of 4.31 Million shares, which have been reported (via 13F filing form) to have a value of $137 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
13,814
shares
|
$438,318
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
13,783
shares
|
$437,334
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
13,438
shares
|
$426,387
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
13,054
shares
|
$414,203
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
12,951
shares
|
$410,935
0.06% of portfolio
|
Q1 2025
Reduced 12.07%
|
|
|
My Personal Cfo, LLC
|
Apr 23, 2025 Q1 2025 |
12,731
shares
|
$403,954
0.21% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
12,351
shares
|
$391,897
0.31% of portfolio
|
Q1 2025
Reduced 15.84%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
12,305
shares
|
$390,437
0.0% of portfolio
|
Q2 2024
Added 3.24%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
12,124
shares
|
$384,694
0.02% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
May 13, 2025 Q1 2025 |
11,945
shares
|
$379,014
0.22% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
11,819
shares
|
$375,016
0.09% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
11,345
shares
|
$359,976
0.41% of portfolio
|
Q4 2023
Reduced 1.73%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
11,101
shares
|
$352,234
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
11,049
shares
|
$350,584
0.03% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
10,800
shares
|
$342,684
0.01% of portfolio
|
Q1 2024
Reduced 23.27%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
10,681
shares
|
$338,908
0.11% of portfolio
|
Q3 2024
Added 37.54%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
10,492
shares
|
$332,911
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
10,396
shares
|
$329,865
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
10,193
shares
|
$323,423
0.03% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
9,900
shares
|
$314,127
0.4% of portfolio
|
Q1 2025
Added 23.44%
|
|
|
Triumph Capital Management
|
May 06, 2025 Q1 2025 |
9,280
shares
|
$294,454
0.11% of portfolio
|
Q1 2025
Reduced 48.47%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
9,216
shares
|
$292,423
0.0% of portfolio
|
Q1 2025
Reduced 30.13%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
9,016
shares
|
$286,077
0.0% of portfolio
|
Q1 2025
Added 3736.6%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
8,951
shares
|
$284,015
0.02% of portfolio
|
Q1 2025
Reduced 48.08%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
8,691
shares
|
$275,765
0.14% of portfolio
|
Q1 2025
Added 3.86%
|