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 110 institutions that hold shares in the stock, with a total of 3.56 Million shares, which have been reported (via 13F filing form) to have a value of $122 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
30,146
shares
|
$1.03 Million
0.3% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
29,514
shares
|
$1.01 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
27,843
shares
|
$951,952
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
27,743
shares
|
$948,533
0.0% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Compass Advisory Group LLC
|
Nov 06, 2025 Q3 2025 |
27,343
shares
|
$934,857
0.3% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
26,842
shares
|
$917,727
0.07% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
26,128
shares
|
$893,316
0.03% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
25,704
shares
|
$878,819
0.34% of portfolio
|
Q2 2025
Added 14.4%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
25,259
shares
|
$863,605
0.15% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 03, 2025 Q3 2025 |
24,875
shares
|
$850,476
0.64% of portfolio
|
Q3 2025
Reduced 53.64%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
23,782
shares
|
$813,106
0.05% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
23,639
shares
|
$808,217
0.09% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Miller Financial Services LLC
Marshall, MI |
Nov 13, 2025 Q3 2025 |
23,280
shares
|
$795,943
0.92% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
23,135
shares
|
$790,985
0.26% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
22,946
shares
|
$784,523
0.06% of portfolio
|
Q3 2025
Added 25.85%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
22,697
shares
|
$776,010
0.37% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
21,266
shares
|
$727,084
0.06% of portfolio
|
Q3 2025
Reduced 6.75%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
20,347
shares
|
$695,663
0.04% of portfolio
|
Q2 2025
Reduced 5.04%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
18,599
shares
|
$635,899
0.33% of portfolio
|
Q3 2025
Added 10.45%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
18,039
shares
|
$616,753
0.46% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
17,833
shares
|
$609,710
0.0% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
17,609
shares
|
$602,051
0.04% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
17,475
shares
|
$597,470
0.47% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
17,158
shares
|
$586,632
0.04% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
16,829
shares
|
$575,383
0.01% of portfolio
|
Q2 2025
New holding
|
|