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 |
|---|---|---|---|---|---|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
13,731
shares
|
$460,537
0.24% of portfolio
|
Q1 2023
Added 157.18%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
13,054
shares
|
$437,831
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
12,332
shares
|
$413,615
0.03% of portfolio
|
Q3 2024
Added 19.03%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
12,305
shares
|
$412,709
0.0% of portfolio
|
Q2 2024
Added 3.24%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
12,124
shares
|
$406,638
0.02% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
11,890
shares
|
$398,790
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
11,819
shares
|
$396,409
0.1% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
11,345
shares
|
$380,511
0.41% of portfolio
|
Q4 2023
Reduced 1.73%
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
11,299
shares
|
$378,968
0.31% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
10,800
shares
|
$362,232
0.01% of portfolio
|
Q1 2024
Reduced 23.27%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
10,681
shares
|
$358,240
0.12% of portfolio
|
Q3 2024
Added 37.54%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
10,492
shares
|
$351,901
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
10,341
shares
|
$346,837
0.02% of portfolio
|
Q3 2024
Added 19.3%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
10,286
shares
|
$344,992
0.0% of portfolio
|
Q2 2024
Reduced 14.08%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
10,009
shares
|
$335,701
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
8,801
shares
|
$295,185
0.01% of portfolio
|
Q3 2024
Reduced 62.12%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
8,619
shares
|
$289,081
0.01% of portfolio
|
Q3 2024
Reduced 27.16%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
8,538
shares
|
$286,364
0.23% of portfolio
|
Q3 2024
Reduced 30.61%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
8,368
shares
|
$280,662
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
8,100
shares
|
$271,674
0.02% of portfolio
|
Q3 2024
Added 10.96%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
7,515
shares
|
$252,053
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
7,360
shares
|
$246,854
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
7,240
shares
|
$242,829
0.0% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
6,808
shares
|
$228,340
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
6,334
shares
|
$212,442
0.08% of portfolio
|
Q3 2024
New holding
|