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 $107 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Personal Cfo Solutions, LLC
|
Aug 09, 2024 Q2 2024 |
347,753
shares
|
$11.3 Million
1.68% of portfolio
|
Q2 2024
New holding
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
228,839
shares
|
$7.43 Million
0.01% of portfolio
|
Q2 2024
Added 55.85%
|
|
O Donnell Financial Services, LLC
|
Jul 30, 2024 Q2 2024 |
174,501
shares
|
$5.66 Million
2.63% of portfolio
|
Q2 2024
Added 0.14%
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 05, 2024 Q2 2024 |
156,584
shares
|
$5.08 Million
2.59% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
151,706
shares
|
$4.92 Million
0.01% of portfolio
|
Q2 2024
Added 25.21%
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
147,464
shares
|
$4.79 Million
0.46% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
145,977
shares
|
$4.74 Million
0.03% of portfolio
|
Q2 2024
Added 78.94%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
143,113
shares
|
$4.65 Million
0.08% of portfolio
|
Q2 2024
Added 20.05%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
141,277
shares
|
$4.59 Million
0.01% of portfolio
|
Q2 2024
Added 31.97%
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
106,399
shares
|
$3.45 Million
0.01% of portfolio
|
Q2 2024
Added 192.48%
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
102,179
shares
|
$3.32 Million
0.15% of portfolio
|
Q2 2024
Added 232.31%
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 13, 2024 Q2 2024 |
97,164
shares
|
$3.15 Million
0.8% of portfolio
|
Q2 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
91,511
shares
|
$2.97 Million
0.01% of portfolio
|
Q2 2024
Added 84.83%
|
|
Stephens Inc
|
Aug 06, 2024 Q2 2024 |
55,670
shares
|
$1.81 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 05, 2024 Q2 2024 |
52,341
shares
|
$1.7 Million
1.24% of portfolio
|
Q2 2024
Added 182.28%
|
|
Forvis Wealth Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
44,007
shares
|
$1.43 Million
0.03% of portfolio
|
Q2 2024
Reduced 28.85%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
38,143
shares
|
$1.24 Million
0.01% of portfolio
|
Q2 2024
Added 4.47%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
38,107
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2024
Added 1.8%
|
|
Diligent Investors, LLC
|
Jul 15, 2024 Q2 2024 |
34,463
shares
|
$1.12 Million
0.29% of portfolio
|
Q2 2024
Added 36.5%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
33,364
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2024
Added 9.33%
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
33,353
shares
|
$1.08 Million
0.16% of portfolio
|
Q2 2022
Reduced 35.58%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
33,044
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2024
Added 330.37%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
29,830
shares
|
$968,281
0.0% of portfolio
|
Q2 2024
Added 263.78%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
29,300
shares
|
$951,078
0.0% of portfolio
|
Q2 2024
Added 61.63%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
28,299
shares
|
$918,585
0.0% of portfolio
|
Q2 2024
Added 65.72%
|