KAPR Institutional Ownership
Innovator U.S. Small Cap Power Buffer ETF - April
1W: -0.1%
1M: -1.3%
3M: -0.4%
YTD: +12.5%
1Y: +15.8%
3Y: +48.7%
5Y: +44.6%
$39.67
+0.18 (+0.45%)
Weekly Expected Move ±0.8%
$39
$39
$40
$40
$40
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — KAPR
108
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
160M
Total Invested
11
New Positions
32
Increased
36
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (116 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Allworth Financial LP | 883,302 | $35M | +881,133 | +40623.9% | 9Q | SEC ↗ |
| 2 | Cetera Investment Advisers | 540,719 | $21M | +16,981 | +3.2% | 19Q | SEC ↗ |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 243,832 | $10M | +2,362 | +1.0% | 25Q | SEC ↗ |
| 4 | OSAIC HOLDINGS, INC. | 165,506 | $7M | +37,517 | +29.3% | 25Q | SEC ↗ |
| 5 | Tradition Wealth Management, LLC | 133,185 | $5M | -299 | -0.2% | 10Q | SEC ↗ |
| 6 | ODonnell Financial Services, LLC | 121,332 | $5M | -8,341 | -6.4% | 6Q | SEC ↗ |
| 7 | BFI Wealth Solutions, LLC | 118,824 | $5M | +349 | +0.3% | 3Q | SEC ↗ |
| 8 | LPL Financial LLC | 115,764 | $5M | +46,449 | +67.0% | 11Q | SEC ↗ |
| 9 | RED CRANE WEALTH MANAGEMENT, LLC | 104,226 | $4M | -750 | -0.7% | 7Q | SEC ↗ |
| 10 | RAYMOND JAMES FINANCIAL INC | 97,131 | $4M | -339 | -0.3% | 7Q | SEC ↗ |
| 11 | Kestra Advisory Services, LLC | 88,114 | $3M | -16,964 | -16.1% | 22Q | SEC ↗ |
| 12 | First Commonwealth Financial Corp /PA | 82,554 | $3M | +1,827 | +2.3% | 9Q | SEC ↗ |
| 13 | Onyx Bridge Wealth Group LLC | 79,815 | $3M | -4,725 | -5.6% | 5Q | SEC ↗ |
| 14 | BLAIR WILLIAM & CO/IL | 77,253 | $3M | -15,517 | -16.7% | 13Q | SEC ↗ |
| 15 | Berkshire Money Management, Inc. | 55,618 | $2M | -34,512 | -38.3% | 5Q | SEC ↗ |
| 16 | Cambridge Investment Research Advisors | 49,080 | $2M | +214 | +0.4% | 23Q | SEC ↗ |
| 17 | Wood Tarver Financial Group, LLC | 41,913 | $2M | +99 | +0.2% | 7Q | SEC ↗ |
| 18 | HighTower Advisors, LLC | 34,860 | $1M | — | +0.0% | 13Q | SEC ↗ |
| 19 | FOUNDERS FINANCIAL SECURITIES LLC | 34,834 | $1M | +3,326 | +10.6% | 6Q | SEC ↗ |
| 20 | Horizon Investments, LLC | 34,834 | $1M | -27,482 | -44.1% | 2Q | SEC ↗ |
| 21 | Diligent Investors, LLC | 31,155 | $1M | +1,938 | +6.6% | 16Q | SEC ↗ |
| 22 | Main Street Financial Solutions, LLC | 28,442 | $1M | +6,250 | +28.2% | 22Q | SEC ↗ |
| 23 | ENVESTNET ASSET MANAGEMENT INC | 27,878 | $1M | +9,087 | +48.4% | 15Q | SEC ↗ |
| 24 | Compass Advisory Group LLC | 27,093 | $1M | — | +0.0% | 13Q | SEC ↗ |
| 25 | DHJJ Financial Advisors, Ltd. | 27,064 | $1M | +2,051 | +8.2% | 21Q | SEC ↗ |
| 26 | Advisory Services Network, LLC | 26,953 | $1M | -515 | -1.9% | 5Q | SEC ↗ |
| 27 | Fragasso Financial Advisors Inc | 26,700 | $1M | — | +0.0% | 18Q | SEC ↗ |
| 28 | TopTier Wealth Management, LLC | 25,391 | $1M | -2,492 | -8.9% | 3Q | SEC ↗ |
| 29 | CWM, LLC | 25,328 | $1M | -9,584 | -27.5% | 13Q | SEC ↗ |
| 30 | WEALTH ALLIANCE, LLC | 24,465 | $971K | +826 | +3.5% | 14Q | SEC ↗ |
| 31 | Weaver Consulting Group | 22,836 | $906K | — | +0.0% | 19Q | SEC ↗ |
| 32 | Miller Financial Services LLC | 22,340 | $886K | -250 | -1.1% | 7Q | SEC ↗ |
| 33 | PFS Partners, LLC | 22,339 | $886K | -189 | -0.8% | 14Q | SEC ↗ |
| 34 | Faithward Advisors, LLC | 21,073 | $836K | +2,344 | +12.5% | 5Q | SEC ↗ |
| 35 | Capital Analysts, LLC | 20,605 | $817K | -2,701 | -11.6% | 22Q | SEC ↗ |
| 36 | Jacobi Capital Management LLC | 20,127 | $798K | -220 | -1.1% | 9Q | SEC ↗ |
| 37 | Valtinson Bruner Financial Planning LL | 17,765 | $705K | +1,890 | +11.9% | 22Q | SEC ↗ |
| 38 | Berger Financial Group, Inc | 17,323 | $687K | -4,307 | -19.9% | 9Q | SEC ↗ |
| 39 | Sunbelt Securities, Inc. | 17,291 | $686K | -2,152 | -11.1% | 13Q | SEC ↗ |
| 40 | AdvisorNet Financial, Inc | 17,228 | $683K | +70 | +0.4% | 22Q | SEC ↗ |
| 41 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 16,977 | $673K | -317 | -1.8% | 18Q | SEC ↗ |
| 42 | FSA Advisors, Inc. | 16,575 | $658K | -843 | -4.8% | 11Q | SEC ↗ |
| 43 | TRUIST FINANCIAL CORP | 16,439 | $652K | -670 | -3.9% | 9Q | SEC ↗ |
| 44 | Merit Financial Group, LLC | 16,413 | $651K | -649 | -3.8% | 5Q | SEC ↗ |
| 45 | Straight Path Wealth Management | 15,609 | $619K | +78 | +0.5% | 13Q | SEC ↗ |
| 46 | Janney Montgomery Scott LLC NEW | 15,471 | $614K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Keating Financial Advisory Services, I | 15,457 | $613K | +378 | +2.5% | 3Q | SEC ↗ |
| 48 | MML INVESTORS SERVICES, LLC NEW | 14,826 | $588K | — | +0.0% | 1Q | SEC ↗ |
| 49 | IFP Advisors, Inc | 13,527 | $537K | +6,838 | +102.2% | 21Q | SEC ↗ |
| 50 | Concurrent Investment Advisors, LLC | 13,054 | $518K | — | +0.0% | 9Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| Janney Montgomery Scott LLC | 15,471 | $614K |
| MML INVESTORS SERVICES, LLC | 14,826 | $588K |
| Ameritas Advisory Services, LLC | 13,000 | $516K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 12,800 | $508K |
| Foundations Investment Advisors, LL | 5,899 | $234K |
| Creative Planning | 5,217 | $207K |
| Continuum Advisory, LLC | 3,529 | $140K |
| TrustBank | 3,467 | $138K |
| Highland Investment Advisors LLC | 515 | $20K |
| Luminist Capital LLC | 313 | $12K |
| FIDUCIARY FINANCIAL ADVISORS | 168 | $7K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CORRADO ADVISORS, LLC | 24,714 | $980K |
| OLD MISSION CAPITAL LLC | 23,086 | $916K |
| Maltin Wealth Management, Inc. | 18,479 | $733K |
| CITADEL ADVISORS LLC | 16,382 | $650K |
| Clear Point Advisors Inc. | 15,459 | $613K |
| WorthPointe, LLC | 9,160 | $363K |
| Arete Wealth Advisors, LLC | 8,913 | $354K |
| SageView Advisory Group, LLC | 4,542 | $180K |
| Global Trust Asset Management, LLC | 2,000 | $79K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Berkshire Money Management, Inc. | -34,512 | -38.3% | 55,618 |
| Horizon Investments, LLC | -27,482 | -44.1% | 34,834 |
| Kestra Advisory Services, LLC | -16,964 | -16.1% | 88,114 |
| BLAIR WILLIAM & CO/IL | -15,517 | -16.7% | 77,253 |
| CWM, LLC | -9,584 | -27.5% | 25,328 |
| ODonnell Financial Services, LLC | -8,341 | -6.4% | 121,332 |
| Onyx Bridge Wealth Group LLC | -4,725 | -5.6% | 79,815 |
| Berger Financial Group, Inc | -4,307 | -19.9% | 17,323 |
| Capital Analysts, LLC | -2,701 | -11.6% | 20,605 |
| TopTier Wealth Management, LLC | -2,492 | -8.9% | 25,391 |
| NewEdge Advisors, LLC | -2,241 | -15.6% | 12,086 |
| Sunbelt Securities, Inc. | -2,152 | -11.1% | 17,291 |
| FSA Advisors, Inc. | -843 | -4.8% | 16,575 |
| RED CRANE WEALTH MANAGEMENT, LLC | -750 | -0.7% | 104,226 |
| Forvis Mazars Wealth Advisors, LLC | -738 | -6.1% | 11,434 |
| TRUIST FINANCIAL CORP | -670 | -3.9% | 16,439 |
| Merit Financial Group, LLC | -649 | -3.8% | 16,413 |
| Advisory Services Network, LLC | -515 | -1.9% | 26,953 |
| RAYMOND JAMES FINANCIAL INC | -339 | -0.3% | 97,131 |
| Collaborative Wealth Managment Inc. | -327 | -3.5% | 9,082 |