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 |
|---|---|---|---|---|---|
|
Crown Wealth Group, LLC
|
Apr 25, 2025 Q1 2025 |
8,514
shares
|
$270,149
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
8,426
shares
|
$267,356
0.0% of portfolio
|
Q1 2025
Reduced 32.88%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
8,334
shares
|
$264,437
0.28% of portfolio
|
Q1 2025
Added 9370.45%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,100
shares
|
$257,013
0.02% of portfolio
|
Q3 2024
Added 10.96%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
7,360
shares
|
$233,532
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
6,808
shares
|
$216,017
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
6,542
shares
|
$207,577
0.01% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
6,449
shares
|
$204,626
0.0% of portfolio
|
Q4 2024
Reduced 26.72%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
5,257
shares
|
$166,804
0.04% of portfolio
|
Q2 2024
Added 61.36%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
4,449
shares
|
$141,166
0.01% of portfolio
|
Q4 2024
Reduced 56.98%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
4,386
shares
|
$139,167
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
4,346
shares
|
$137,898
0.0% of portfolio
|
Q1 2025
Reduced 37.06%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
4,154
shares
|
$131,806
0.0% of portfolio
|
Q1 2025
Reduced 5.89%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
4,148
shares
|
$131,616
0.0% of portfolio
|
Q2 2022
Reduced 8.19%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
3,562
shares
|
$113,022
0.0% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
3,529
shares
|
$111,975
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
3,351
shares
|
$106,327
0.0% of portfolio
|
Q1 2025
Added 10.7%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
3,216
shares
|
$102,043
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
2,000
shares
|
$63,460
0.04% of portfolio
|
Q1 2025
Reduced 60.0%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,500
shares
|
$47,595
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
1,180
shares
|
$37,441
0.04% of portfolio
|
Q1 2025
Reduced 94.04%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,036
shares
|
$32,872
0.0% of portfolio
|
Q4 2024
Added 36.86%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
843
shares
|
$26,748
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
753
shares
|
$23,892
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
559
shares
|
$17,737
0.01% of portfolio
|
Q2 2023
New holding
|