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 109 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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
556,525
shares
|
$19 Million
0.02% of portfolio
|
Q3 2025
Added 8.4%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
265,868
shares
|
$9.09 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
177,726
shares
|
$6.08 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
137,863
shares
|
$4.71 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
O Donnell Financial Services, LLC
|
Nov 07, 2025 Q3 2025 |
134,119
shares
|
$4.59 Million
1.86% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
112,372
shares
|
$3.84 Million
0.0% of portfolio
|
Q3 2024
Added 194.89%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
110,645
shares
|
$3.78 Million
0.02% of portfolio
|
Q3 2025
Reduced 15.18%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Oct 28, 2025 Q3 2025 |
105,765
shares
|
$3.62 Million
3.05% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Berkshire Money Management, Inc.
|
Oct 14, 2025 Q3 2025 |
101,233
shares
|
$3.46 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
98,100
shares
|
$3.35 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
87,080
shares
|
$2.98 Million
0.37% of portfolio
|
Q3 2025
Added 38.82%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
81,844
shares
|
$2.8 Million
0.8% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
64,683
shares
|
$2.21 Million
0.0% of portfolio
|
Q3 2025
Reduced 34.4%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
59,996
shares
|
$2.05 Million
0.2% of portfolio
|
Q3 2025
Reduced 80.75%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
55,821
shares
|
$1.91 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
53,256
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
52,018
shares
|
$1.78 Million
1.09% of portfolio
|
Q3 2025
Reduced 25.47%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
51,625
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2025
Reduced 88.64%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
42,245
shares
|
$1.44 Million
0.43% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
36,835
shares
|
$1.26 Million
0.01% of portfolio
|
Q2 2025
Added 10.29%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
36,390
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.82%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
34,374
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Added 76.46%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
33,353
shares
|
$1.14 Million
0.16% of portfolio
|
Q2 2022
Reduced 35.58%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
33,029
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,503
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Added 2.26%
|
|