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 105 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 $110 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
479,914
shares
|
$15.5 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
229,497
shares
|
$7.39 Million
0.01% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
159,677
shares
|
$5.14 Million
0.01% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
149,602
shares
|
$4.82 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
140,827
shares
|
$4.54 Million
0.44% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
115,656
shares
|
$3.73 Million
0.02% of portfolio
|
Q4 2024
Added 11.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
112,372
shares
|
$3.62 Million
0.0% of portfolio
|
Q3 2024
Added 194.89%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
103,635
shares
|
$3.34 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
87,843
shares
|
$2.83 Million
1.19% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
82,844
shares
|
$2.67 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.78%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
82,152
shares
|
$2.65 Million
0.67% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
62,723
shares
|
$2.02 Million
0.09% of portfolio
|
Q4 2024
Reduced 32.44%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
62,424
shares
|
$2.01 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Feb 04, 2025 Q4 2024 |
47,175
shares
|
$1.52 Million
1.3% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
46,821
shares
|
$1.51 Million
0.5% of portfolio
|
Q4 2024
Reduced 53.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
41,190
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
40,803
shares
|
$1.31 Million
0.01% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
36,060
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
34,993
shares
|
$1.13 Million
0.55% of portfolio
|
Q3 2024
Added 52.41%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
34,671
shares
|
$1.12 Million
0.29% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
33,886
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
33,706
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Added 63.26%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
33,598
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
33,353
shares
|
$1.07 Million
0.16% of portfolio
|
Q2 2022
Reduced 35.58%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
32,804
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Added 336.51%
|