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 107 institutions that hold shares in the stock, with a total of 4.09 Million shares, which have been reported (via 13F filing form) to have a value of $134 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
513,384
shares
|
$16.9 Million
0.03% of portfolio
|
Q2 2025
Added 222.77%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
454,632
shares
|
$14.9 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
274,224
shares
|
$9.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.53%
|
|
|
O Donnell Financial Services, LLC
|
Jul 29, 2025 Q2 2025 |
138,890
shares
|
$4.56 Million
1.97% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
137,984
shares
|
$4.53 Million
0.39% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
130,446
shares
|
$4.28 Million
0.02% of portfolio
|
Q2 2025
Added 34.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
126,184
shares
|
$4.14 Million
0.01% of portfolio
|
Q2 2025
Added 23.21%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
112,372
shares
|
$3.69 Million
0.0% of portfolio
|
Q3 2024
Added 194.89%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Jul 30, 2025 Q2 2025 |
103,688
shares
|
$3.41 Million
3.06% of portfolio
|
Q2 2025
Added 360.45%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
101,740
shares
|
$3.34 Million
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
98,700
shares
|
$3.24 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
98,604
shares
|
$3.24 Million
0.0% of portfolio
|
Q2 2025
Added 55.48%
|
|
|
David R. Rahn & Associates Inc.
|
Aug 07, 2025 Q2 2025 |
92,851
shares
|
$3.05 Million
0.88% of portfolio
|
Q2 2025
New holding
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
81,890
shares
|
$2.69 Million
0.61% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
69,797
shares
|
$2.29 Million
1.5% of portfolio
|
Q2 2025
Added 57.51%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
65,499
shares
|
$2.15 Million
0.08% of portfolio
|
Q2 2025
Added 40.46%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
62,729
shares
|
$2.06 Million
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
56,207
shares
|
$1.85 Million
0.01% of portfolio
|
Q2 2025
Reduced 21.12%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 01, 2025 Q2 2025 |
53,652
shares
|
$1.76 Million
1.42% of portfolio
|
Q2 2025
Added 14.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
51,146
shares
|
$1.68 Million
0.0% of portfolio
|
Q2 2025
Added 28.91%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
43,749
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
43,552
shares
|
$1.43 Million
0.42% of portfolio
|
Q2 2025
Added 26.07%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
36,835
shares
|
$1.21 Million
0.01% of portfolio
|
Q2 2025
Added 10.29%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
33,354
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
33,353
shares
|
$1.1 Million
0.16% of portfolio
|
Q2 2022
Reduced 35.58%
|