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 104 institutions that hold shares in the stock, with a total of 4.33 Million shares, which have been reported (via 13F filing form) to have a value of $132 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
841,542
shares
|
$25.7 Million
0.0% of portfolio
|
Q1 2025
Added 2233.73%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
661,055
shares
|
$20.2 Million
0.12% of portfolio
|
Q1 2025
Added 30377.41%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
309,980
shares
|
$9.47 Million
0.01% of portfolio
|
Q1 2025
Added 35.07%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
159,055
shares
|
$4.86 Million
0.01% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
O Donnell Financial Services, LLC
|
May 05, 2025 Q1 2025 |
143,675
shares
|
$4.39 Million
2.19% of portfolio
|
Q1 2025
New holding
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
139,496
shares
|
$4.26 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
112,372
shares
|
$3.43 Million
0.0% of portfolio
|
Q3 2024
Added 194.89%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
102,631
shares
|
$3.14 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
102,416
shares
|
$3.13 Million
0.01% of portfolio
|
Q1 2025
Reduced 35.86%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
96,898
shares
|
$2.96 Million
0.02% of portfolio
|
Q1 2025
Reduced 16.22%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
87,126
shares
|
$2.66 Million
1.12% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
81,668
shares
|
$2.49 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
71,259
shares
|
$2.18 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.98%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
63,420
shares
|
$1.94 Million
0.0% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
May 01, 2025 Q1 2025 |
46,711
shares
|
$1.43 Million
1.31% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
46,632
shares
|
$1.42 Million
0.06% of portfolio
|
Q1 2025
Reduced 25.65%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
44,312
shares
|
$1.35 Million
0.89% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
42,579
shares
|
$1.3 Million
0.01% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
39,677
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
35,571
shares
|
$1.09 Million
0.3% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
34,546
shares
|
$1.06 Million
0.41% of portfolio
|
Q1 2025
Added 7.23%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
33,886
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
33,398
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
33,353
shares
|
$1.02 Million
0.16% of portfolio
|
Q2 2022
Reduced 35.58%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,503
shares
|
$931,866
0.0% of portfolio
|
Q3 2024
Added 2.26%
|