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 94 institutions that hold shares in the stock, with a total of 3.3 Million shares, which have been reported (via 13F filing form) to have a value of $104 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Gill Capital Partners, LLC
Denver, CO |
Jul 10, 2024 Q2 2024 |
6,808
shares
|
$218,400
0.09% of portfolio
|
Q2 2024
New holding
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
6,648
shares
|
$213,267
0.01% of portfolio
|
Q2 2024
Reduced 27.76%
|
|
Sugarloaf Wealth Management, LLC
|
Jul 08, 2024 Q2 2024 |
5,257
shares
|
$168,644
0.03% of portfolio
|
Q2 2024
Added 61.36%
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 29, 2024 Q2 2024 |
4,148
shares
|
$133,067
0.0% of portfolio
|
Q2 2022
Reduced 8.19%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
3,800
shares
|
$121,904
0.0% of portfolio
|
Q1 2023
Reduced 73.68%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,395
shares
|
$108,911
0.0% of portfolio
|
Q2 2024
Added 203.4%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
2,583
shares
|
$82,862
0.0% of portfolio
|
Q2 2023
Added 174.79%
|
|
Global Trust Asset Management, LLC
|
Jul 11, 2024 Q2 2024 |
2,500
shares
|
$80,200
0.03% of portfolio
|
Q2 2024
Added 25.0%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
2,169
shares
|
$69,581
0.0% of portfolio
|
Q2 2024
New holding
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
1,500
shares
|
$48,120
0.0% of portfolio
|
Q2 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
1,367
shares
|
$43,853
0.0% of portfolio
|
Q2 2024
Added 890.58%
|
|
Orion Capital Management LLC
|
Aug 13, 2024 Q2 2024 |
751
shares
|
$24,092
0.01% of portfolio
|
Q2 2024
New holding
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
559
shares
|
$17,932
0.01% of portfolio
|
Q2 2023
New holding
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 18, 2024 Q2 2024 |
554
shares
|
$17,772
0.01% of portfolio
|
Q2 2024
New holding
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
512
shares
|
$16,424
0.0% of portfolio
|
Q1 2023
Reduced 98.61%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
411
shares
|
$13,184
0.0% of portfolio
|
Q1 2024
Reduced 5.52%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
311
shares
|
$9,976
0.0% of portfolio
|
Q2 2024
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
66
shares
|
$2,117
0.0% of portfolio
|
Q2 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|