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 4.02 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 |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
9,016
shares
|
$308,437
0.0% of portfolio
|
Q1 2025
Added 3736.6%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,913
shares
|
$304,913
0.02% of portfolio
|
Q2 2025
Added 10.04%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
8,808
shares
|
$301,321
0.0% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
8,691
shares
|
$297,319
0.12% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
7,861
shares
|
$268,924
0.25% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
7,360
shares
|
$251,785
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
6,808
shares
|
$232,901
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
6,750
shares
|
$230,917
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
6,593
shares
|
$225,546
0.01% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
6,448
shares
|
$220,586
0.0% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
6,123
shares
|
$209,467
0.01% of portfolio
|
Q2 2025
Added 40.89%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
5,257
shares
|
$179,841
0.04% of portfolio
|
Q2 2024
Added 61.36%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
5,065
shares
|
$173,273
0.01% of portfolio
|
Q2 2025
Added 13.85%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
4,221
shares
|
$144,400
0.0% of portfolio
|
Q2 2025
Added 25.96%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
4,148
shares
|
$141,903
0.0% of portfolio
|
Q2 2022
Reduced 8.19%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
3,529
shares
|
$120,727
0.0% of portfolio
|
Q2 2025
Reduced 15.05%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
3,324
shares
|
$113,714
0.0% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
3,216
shares
|
$110,019
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,553
shares
|
$87,338
0.0% of portfolio
|
Q2 2025
Reduced 99.61%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,000
shares
|
$68,420
0.04% of portfolio
|
Q1 2025
Reduced 60.0%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,500
shares
|
$51,315
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
1,124
shares
|
$38,452
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
958
shares
|
$32,773
0.0% of portfolio
|
Q2 2025
Reduced 7.53%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
843
shares
|
$28,839
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
753
shares
|
$25,760
0.0% of portfolio
|
Q4 2024
New holding
|