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 $103 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
17,240
shares
|
$540,991
0.04% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
17,158
shares
|
$538,418
0.05% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
15,310
shares
|
$480,427
0.0% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
14,729
shares
|
$462,196
0.07% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
14,652
shares
|
$459,779
0.41% of portfolio
|
Q4 2023
New holding
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
14,448
shares
|
$453,378
0.21% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Acas, LLC
|
Feb 06, 2025 Q4 2024 |
13,969
shares
|
$438,347
0.37% of portfolio
|
Q4 2024
Added 23.63%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
13,731
shares
|
$430,878
0.24% of portfolio
|
Q1 2023
Added 157.18%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
13,191
shares
|
$413,933
0.0% of portfolio
|
Q4 2024
Reduced 20.54%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
13,054
shares
|
$409,634
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
12,305
shares
|
$386,130
0.0% of portfolio
|
Q2 2024
Added 3.24%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
12,124
shares
|
$380,451
0.02% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
11,945
shares
|
$374,834
0.24% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
11,819
shares
|
$370,880
0.1% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
11,345
shares
|
$356,006
0.41% of portfolio
|
Q4 2023
Reduced 1.73%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
11,101
shares
|
$348,349
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
11,049
shares
|
$346,717
0.03% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
11,040
shares
|
$346,435
0.03% of portfolio
|
Q4 2024
Reduced 10.48%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
10,800
shares
|
$338,904
0.01% of portfolio
|
Q1 2024
Reduced 23.27%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
10,681
shares
|
$335,169
0.12% of portfolio
|
Q3 2024
Added 37.54%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
10,492
shares
|
$329,238
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
10,286
shares
|
$322,774
0.0% of portfolio
|
Q2 2024
Reduced 14.08%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
8,368
shares
|
$262,587
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
8,100
shares
|
$254,178
0.02% of portfolio
|
Q3 2024
Added 10.96%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
8,020
shares
|
$251,667
0.49% of portfolio
|
Q4 2024
Reduced 6.07%
|