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 91 institutions that hold shares in the stock, with a total of 2.99 Million shares, which have been reported (via 13F filing form) to have a value of $100 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
24,983
shares
|
$837,929
0.39% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
24,981
shares
|
$837,862
0.07% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
23,884
shares
|
$801,069
0.34% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
23,432
shares
|
$785,909
0.07% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
23,188
shares
|
$777,725
0.26% of portfolio
|
Q4 2024
Reduced 9.48%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
23,038
shares
|
$772,694
0.4% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
22,816
shares
|
$765,248
0.08% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
22,449
shares
|
$752,939
0.01% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
22,348
shares
|
$749,551
0.09% of portfolio
|
Q2 2024
Added 0.53%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
21,426
shares
|
$718,628
0.05% of portfolio
|
Q3 2024
Added 61.85%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,646
shares
|
$692,466
0.0% of portfolio
|
Q3 2024
Added 35.6%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
20,332
shares
|
$681,935
0.36% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
19,167
shares
|
$642,861
0.05% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
18,804
shares
|
$630,686
0.34% of portfolio
|
Q4 2024
Added 23.72%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
17,971
shares
|
$602,747
0.71% of portfolio
|
Q2 2024
Added 147.84%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
17,641
shares
|
$591,679
0.0% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
17,595
shares
|
$590,136
0.0% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
17,240
shares
|
$578,229
0.04% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
17,158
shares
|
$575,479
0.05% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
16,601
shares
|
$556,797
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
15,412
shares
|
$516,918
0.0% of portfolio
|
Q3 2024
Added 23251.52%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
15,310
shares
|
$513,497
0.0% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
14,729
shares
|
$494,010
0.07% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
14,652
shares
|
$491,428
0.41% of portfolio
|
Q4 2023
New holding
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
13,849
shares
|
$464,495
0.22% of portfolio
|
Q3 2024
Added 3.82%
|