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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
16,373
shares
|
$559,792
0.0% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
15,875
shares
|
$542,766
0.2% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
15,459
shares
|
$528,543
0.41% of portfolio
|
Q2 2025
Added 5.51%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
15,304
shares
|
$523,243
0.14% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
14,327
shares
|
$489,840
0.0% of portfolio
|
Q3 2025
Reduced 13.77%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
13,317
shares
|
$455,308
0.01% of portfolio
|
Q3 2025
Reduced 24.44%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
13,054
shares
|
$446,316
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
13,000
shares
|
$444,469
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
12,124
shares
|
$414,519
0.02% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 06, 2025 Q3 2025 |
11,945
shares
|
$408,399
0.2% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
11,345
shares
|
$387,885
0.41% of portfolio
|
Q4 2023
Reduced 1.73%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
11,101
shares
|
$379,543
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
11,049
shares
|
$377,765
0.02% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
10,800
shares
|
$369,252
0.01% of portfolio
|
Q1 2024
Reduced 23.27%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
10,681
shares
|
$365,183
0.1% of portfolio
|
Q3 2024
Added 37.54%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
10,628
shares
|
$363,371
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
10,492
shares
|
$358,721
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
10,486
shares
|
$358,516
0.09% of portfolio
|
Q3 2025
Reduced 26.32%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
9,504
shares
|
$324,941
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
9,457
shares
|
$323,334
0.0% of portfolio
|
Q2 2025
Added 12.24%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
9,352
shares
|
$319,744
0.02% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
9,325
shares
|
$318,821
0.13% of portfolio
|
Q3 2025
Reduced 62.67%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
9,178
shares
|
$313,795
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
8,913
shares
|
$304,735
0.02% of portfolio
|
Q2 2025
Added 10.04%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
8,808
shares
|
$301,145
0.0% of portfolio
|
Q2 2025
Reduced 4.43%
|
|