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 110 institutions that hold shares in the stock, with a total of 3.56 Million shares, which have been reported (via 13F filing form) to have a value of $122 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
843
shares
|
$28,822
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
753
shares
|
$25,745
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
706
shares
|
$24,138
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
559
shares
|
$19,112
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
512
shares
|
$17,505
0.0% of portfolio
|
Q1 2023
Reduced 98.61%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
440
shares
|
$15,043
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
150
shares
|
$5,128
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
57
shares
|
$1,948
0.0% of portfolio
|
Q3 2025
Reduced 99.37%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
50
shares
|
$1,709
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|