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 |
|---|---|---|---|---|---|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
16,839
shares
|
$576,062
0.3% of portfolio
|
Q2 2025
Reduced 9.64%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
16,829
shares
|
$575,720
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
16,615
shares
|
$568,399
0.0% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
16,575
shares
|
$567,030
0.21% of portfolio
|
Q2 2025
Reduced 80.98%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
16,500
shares
|
$564,465
0.0% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
15,459
shares
|
$528,852
0.42% of portfolio
|
Q2 2025
Added 5.51%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
15,184
shares
|
$519,444
0.19% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
13,098
shares
|
$448,082
0.0% of portfolio
|
Q2 2025
Reduced 98.44%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
13,054
shares
|
$446,577
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
12,124
shares
|
$414,762
0.02% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
11,945
shares
|
$408,638
0.2% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
11,551
shares
|
$395,159
0.25% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
11,345
shares
|
$388,112
0.41% of portfolio
|
Q4 2023
Reduced 1.73%
|
|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
11,222
shares
|
$383,904
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
11,101
shares
|
$379,765
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
11,049
shares
|
$377,986
0.03% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
10,800
shares
|
$369,468
0.01% of portfolio
|
Q1 2024
Reduced 23.27%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
10,681
shares
|
$365,397
0.1% of portfolio
|
Q3 2024
Added 37.54%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
10,492
shares
|
$358,931
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
10,486
shares
|
$358,726
0.09% of portfolio
|
Q3 2025
Reduced 26.32%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
9,900
shares
|
$338,679
0.39% of portfolio
|
Q1 2025
Added 23.44%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
9,504
shares
|
$325,131
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
9,457
shares
|
$323,523
0.0% of portfolio
|
Q2 2025
Added 12.24%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
9,452
shares
|
$323,352
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
9,178
shares
|
$313,979
0.12% of portfolio
|
Q2 2025
New holding
|