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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
6,272
shares
|
$210,362
0.01% of portfolio
|
Q3 2024
Reduced 11.93%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
5,257
shares
|
$176,319
0.04% of portfolio
|
Q2 2024
Added 61.36%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,000
shares
|
$167,700
0.06% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
4,386
shares
|
$147,106
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
4,148
shares
|
$139,123
0.0% of portfolio
|
Q2 2022
Reduced 8.19%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,778
shares
|
$126,714
0.0% of portfolio
|
Q3 2024
Added 176.37%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
3,529
shares
|
$118,362
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,395
shares
|
$113,868
0.0% of portfolio
|
Q2 2024
Added 203.4%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
2,583
shares
|
$86,633
0.0% of portfolio
|
Q2 2023
Added 174.79%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2,169
shares
|
$72,748
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,500
shares
|
$50,310
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,036
shares
|
$34,747
0.0% of portfolio
|
Q4 2024
Added 36.86%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
685
shares
|
$22,974
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
559
shares
|
$18,748
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
512
shares
|
$17,172
0.0% of portfolio
|
Q1 2023
Reduced 98.61%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|