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 106 institutions that hold shares in the stock, with a total of 3.33 Million shares, which have been reported (via 13F filing form) to have a value of $103 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
8,020
shares
|
$247,176
0.49% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
7,360
shares
|
$226,835
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Arq Wealth Advisors, LLC
|
Feb 19, 2025 Q4 2024 |
7,113
shares
|
$219,222
0.09% of portfolio
|
Q4 2024
Added 12.3%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
6,905
shares
|
$212,812
0.01% of portfolio
|
Q4 2024
Reduced 62.17%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
6,808
shares
|
$209,822
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,626
shares
|
$204,213
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
6,609
shares
|
$203,689
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
6,449
shares
|
$198,758
0.0% of portfolio
|
Q4 2024
Reduced 26.72%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
6,342
shares
|
$195,460
0.01% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
5,257
shares
|
$162,020
0.04% of portfolio
|
Q2 2024
Added 61.36%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,000
shares
|
$154,100
0.06% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
4,449
shares
|
$137,118
0.01% of portfolio
|
Q4 2024
Reduced 56.98%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
4,414
shares
|
$136,039
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
4,386
shares
|
$135,176
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
4,148
shares
|
$127,841
0.0% of portfolio
|
Q2 2022
Reduced 8.19%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
3,807
shares
|
$117,331
0.0% of portfolio
|
Q4 2024
Added 47.39%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
3,529
shares
|
$108,763
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
3,216
shares
|
$99,117
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,027
shares
|
$93,292
0.0% of portfolio
|
Q4 2024
Reduced 19.88%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2,169
shares
|
$66,848
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,500
shares
|
$46,230
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,036
shares
|
$31,929
0.0% of portfolio
|
Q4 2024
Added 36.86%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
843
shares
|
$25,981
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
753
shares
|
$23,207
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
559
shares
|
$17,228
0.01% of portfolio
|
Q2 2023
New holding
|