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 109 institutions that hold shares in the stock, with a total of 3.51 Million shares, which have been reported (via 13F filing form) to have a value of $120 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
8,637
shares
|
$295,299
0.32% of portfolio
|
Q3 2025
Reduced 12.76%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
8,214
shares
|
$280,836
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
8,089
shares
|
$276,562
0.11% of portfolio
|
Q3 2025
Reduced 6.93%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
7,968
shares
|
$272,425
0.0% of portfolio
|
Q3 2025
Reduced 39.17%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
7,693
shares
|
$263,023
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
7,360
shares
|
$251,638
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
6,808
shares
|
$232,765
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
6,742
shares
|
$230,508
0.01% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
6,663
shares
|
$227,807
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
6,459
shares
|
$220,833
0.0% of portfolio
|
Q4 2025
Added 0.17%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
6,426
shares
|
$219,704
0.19% of portfolio
|
Q3 2025
Reduced 18.25%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
6,275
shares
|
$214,542
0.01% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Helium Advisors LLC
Everett, WA |
Nov 13, 2025 Q3 2025 |
6,217
shares
|
$212,559
0.18% of portfolio
|
Q3 2025
Reduced 44.6%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
5,257
shares
|
$179,736
0.04% of portfolio
|
Q2 2024
Added 61.36%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
5,065
shares
|
$173,172
0.01% of portfolio
|
Q2 2025
Added 13.85%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
4,221
shares
|
$144,315
0.0% of portfolio
|
Q2 2025
Added 25.96%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
4,148
shares
|
$141,820
0.0% of portfolio
|
Q2 2022
Reduced 8.19%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
3,660
shares
|
$125,135
0.0% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,169
shares
|
$74,158
0.0% of portfolio
|
Q3 2025
Reduced 15.04%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
2,074
shares
|
$70,910
0.0% of portfolio
|
Q3 2025
Reduced 37.61%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
2,000
shares
|
$68,380
0.03% of portfolio
|
Q1 2025
Reduced 60.0%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,500
shares
|
$51,285
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
1,124
shares
|
$38,429
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
958
shares
|
$32,754
0.0% of portfolio
|
Q2 2025
Reduced 7.53%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
843
shares
|
$28,822
0.0% of portfolio
|
Q4 2024
New holding
|
|