Innovator U.S. Small Cap Power Buffer ETF - April (KAPR) Institutional Ownership

$30.12
-0.07 (-0.23%)
(As of 04/24/2024 ET)

Institutional Ownership Changes (13F Filings) for Innovator U.S. Small Cap Power Buffer ETF - April (BATS:KAPR)

Number of
Institutional Buyers
(last 12 months)
47
Total
Institutional Inflows
(last 12 months)
$57.93M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$29.42M
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KAPR Institutional Buying and Selling by Quarter

Innovator U.S. Small Cap Power Buffer ETF - April Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024 Cambridge Investment Research Advisors Inc.49,511$1.54M0.0%+125.0%1.015%
4/23/2024 Nations Financial Group Inc. IA ADV19,803$617K0.1%-5.7%0.406%
4/19/2024 FORVIS Wealth Advisors LLC61,854$1.93M0.0%-7.4%1.268%
4/15/2024 Brookstone Capital Management119,215$3.72M0.1%+1,034.2%2.443%
4/15/2024 Sunbelt Securities Inc.7,783$243K0.0%-28.7%0.159%
4/12/2024 Global Trust Asset Management LLC2,000$62K0.0%+150.0%0.041%
4/11/2024 DHJJ Financial Advisors Ltd.17,881$557K0.2%-3.2%0.366%
4/10/2024 Fragasso Group Inc.19,241$600K0.1%-3.8%0.394%
3/6/2024SageView Advisory Group LLC101,823$2.95M0.1%+16.6%1.574%
3/4/2024Vima LLC20,798$607K1.4%N/A0.321%
2/15/2024Financial Network Wealth Advisors LLC12,289$359K0.4%N/A0.190%
2/9/2024SageView Advisory Group LLC101,823$2.95M0.1%+16.6%1.574%
2/9/2024InterOcean Capital Group LLC14,075$411K0.0%+35.4%0.218%
2/9/2024Coldstream Capital Management Inc.37,094$1.08M0.0%-2.7%0.573%
2/8/2024Janney Montgomery Scott LLC17,473$510K0.0%-16.4%0.270%
2/7/2024Avantax Advisory Services Inc.34,617$1.01M0.0%-73.4%0.535%
2/7/2024Spectrum Investment Advisors Inc.146,416$4.27M3.4%N/A2.263%
2/7/2024Cary Street Partners Investment Advisory LLC33,940$990K0.0%-73.8%0.525%
2/6/2024Valtinson Bruner Financial Planning LLC162,196$4.73M2.4%-0.8%2.507%
2/6/2024Lincoln National Corp79,957$2.33M0.0%+10.2%1.236%
2/5/2024Pillar Wealth Advisors LLC30,621$893K0.7%-15.1%0.473%
2/2/2024 ODonnell Financial Services LLC178,812$5.22M2.6%-74.6%2.764%
2/2/2024Atria Wealth Solutions Inc.57,215$1.67M0.0%+620.9%0.884%
2/2/2024Acas LLC9,868$288K0.3%-7.5%0.153%
2/1/2024Corrado Advisors LLC19,110$557K0.5%-6.5%0.295%
2/1/2024 CWM LLC34,679$1.01M0.0%+14.7%0.536%
1/30/2024 DHJJ Financial Advisors Ltd.18,481$539K0.3%-4.1%0.286%
1/29/2024 PFS Partners LLC414,184$12.08M8.3%-0.5%6.402%
1/24/2024 Stratos Wealth Advisors LLC13,084$382K0.0%-3.7%0.202%
1/23/2024Straight Path Wealth Management13,340$389K0.2%+65.7%0.206%
1/22/2024 Weaver Consulting Group12,294$359K0.1%+3.4%0.190%
1/19/2024PFG Advisors10,238$299K0.0%-4.5%0.158%
1/19/2024 Donald L. Hagan LLC112,458$3.28M1.8%+0.6%1.738%
1/16/2024 HBW Advisory Services LLC33,992$992K0.2%-4.8%0.525%
1/12/2024 Avalon Capital Management121,477$3.54M1.5%-39.6%1.878%
1/12/2024 Cardinal Point Capital Management ULC7,360$215K0.1%N/A0.114%
1/11/2024 FORVIS Wealth Advisors LLC66,790$1.95M0.1%-9.8%1.032%
1/11/2024 BCS Wealth Management9,600$280K0.1%-11.4%0.148%
1/8/2024 Fragasso Group Inc.19,991$583K0.1%-5.7%0.309%
12/6/2023 David R. Rahn & Associates Inc.201,179$5.38M2.7%-3.2%3.109%
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12/6/2023 Fragasso Group Inc.21,209$567K0.1%-2.5%0.328%
12/1/2023 PFS Partners LLC416,472$11.14M9.8%+0.2%6.437%
11/13/2023Cary Street Partners Investment Advisory LLC129,321$3.46M0.2%-1.8%1.999%
11/13/2023Kestra Advisory Services LLC70,735$1.89M0.0%+1.3%1.093%
11/8/2023Avantax Advisory Services Inc.130,043$3.48M0.0%+0.7%2.010%
11/6/2023Lincoln National Corp72,531$1.94M0.0%+15.7%1.121%
11/3/2023SageView Advisory Group LLC87,326$2.34M0.1%-0.7%1.350%
10/26/2023 FORVIS Wealth Advisors LLC74,076$1.98M0.1%-1.4%1.145%
10/25/2023Stegent Equity Advisors Inc.61,718$1.65M2.1%+9.6%0.954%
10/24/2023Acas LLC10,670$285K0.4%+5.1%0.165%
10/24/2023Valtinson Bruner Financial Planning LLC163,571$4.38M2.4%-0.9%2.528%
10/24/2023 Stratos Wealth Advisors LLC13,592$364K0.0%-37.4%0.210%
10/24/2023 Raymond James Financial Services Advisors Inc.35,150$940K0.0%+1.6%0.543%
10/24/2023 Raymond James & Associates8,200$219K0.0%-60.7%0.127%
10/24/2023 Cambridge Investment Research Advisors Inc.21,781$583K0.0%+15.1%0.337%
10/23/2023Commonwealth Equity Services LLC127,288$3.41M0.0%-7.9%1.967%
10/20/2023 ODonnell Financial Services LLC702,967$18.80M10.5%-5.1%10.865%
10/12/2023 HBW Advisory Services LLC35,697$955K0.2%-1.8%0.552%
10/11/2023 Donald L. Hagan LLC111,799$2.99M1.8%-3.7%1.728%
10/11/2023 CWM LLC30,235$809K0.0%+20.2%0.467%
10/10/2023 DHJJ Financial Advisors Ltd.19,281$516K0.2%-2.5%0.298%
8/11/2023SageView Advisory Group LLC87,928$2.42M0.1%+63.8%1.359%
8/11/2023Kestra Advisory Services LLC69,849$1.92M0.0%+9.4%1.080%
8/10/2023Osaic Holdings Inc.251,620$6.93M0.0%+32.9%3.889%
8/10/2023Personal CFO Solutions LLC355,455$9.79M2.0%+1.9%5.494%
8/10/2023Commonwealth Equity Services LLC138,254$3.81M0.0%+92.5%2.137%
8/10/2023Cary Street Partners Investment Advisory LLC131,648$3.63M0.2%N/A2.035%
8/10/2023Corrado Advisors LLC20,659$569K0.4%N/A0.319%
8/10/2023Cetera Advisors LLC25,465$701K0.0%N/A0.394%
8/10/2023Cetera Advisor Networks LLC72,191$1.99M0.0%-23.1%1.116%
8/10/2023 Cardinal Point Capital Management ULC7,360$203K0.1%N/A0.114%
8/10/2023Cetera Investment Advisers37,717$1.04M0.0%+127.7%0.583%
8/8/2023 FORVIS Wealth Advisors LLC75,114$2.07M0.1%-0.5%1.161%
8/8/2023 ODonnell Financial Services LLC740,648$20.40M12.3%N/A11.447%
8/7/2023Stegent Equity Advisors Inc.56,334$1.55M1.7%N/A0.871%
8/4/2023Pillar Wealth Advisors LLC36,081$994K0.8%+34.2%0.558%
8/4/2023IFP Advisors Inc1,119$25K0.0%-28.8%0.017%
8/3/2023Atria Wealth Solutions Inc.7,860$216K0.0%N/A0.121%
8/3/2023 CWM LLC25,148$693K0.0%+20.7%0.389%
8/3/2023Coldstream Capital Management Inc.38,122$1.05M0.0%N/A0.589%
8/2/2023Wealth Alliance22,231$612K0.1%+136.6%0.344%
8/2/2023Bank of Montreal Can1,002$28K0.0%N/A0.015%
7/28/2023 DHJJ Financial Advisors Ltd.19,781$545K0.3%+11.0%0.306%
7/27/2023 David R. Rahn & Associates Inc.207,742$5.72M2.7%-3.7%4.328%
7/26/2023Acas LLC10,150$280K0.4%-7.1%0.211%
7/26/2023Janney Montgomery Scott LLC20,933$576K0.0%+111.9%0.436%
7/26/2023Straight Path Wealth Management8,050$222K0.2%N/A0.168%
7/25/2023 Raymond James Financial Services Advisors Inc.34,582$952K0.0%+95.2%0.720%
7/25/2023 Raymond James & Associates20,880$575K0.0%N/A0.435%
7/24/2023Diligent Investors LLC25,248$695K0.2%+82.0%0.526%
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7/20/2023PFG Advisors10,766$296K0.0%N/A0.224%
7/19/2023 Weaver Consulting Group11,894$328K0.1%+44.4%0.248%
7/19/2023 BCS Wealth Management11,046$304K0.2%+12.0%0.230%
7/18/2023Compass Advisory Group LLC17,210$474K0.2%N/A0.359%
7/17/2023 Donald L. Hagan LLC116,125$3.20M1.8%N/A2.419%
7/13/2023 Sugarloaf Wealth Management LLC3,258$90K0.0%N/A0.068%
7/13/2023 Cambridge Investment Research Advisors Inc.18,920$521K0.0%+43.8%0.394%
7/11/2023 Brookstone Capital Management95,653$2.62M0.1%+11.7%1.993%
7/10/2023 Fragasso Group Inc.21,747$599K0.1%-2.2%0.453%
7/6/2023 HBW Advisory Services LLC36,363$1.00M0.2%+8.5%0.758%
(Data available from 1/1/2016 forward)

KAPR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KAPR shares?

During the previous two years, 73 institutional investors and hedge funds held shares of Innovator U.S. Small Cap Power Buffer ETF - April. The most heavily invested institutionals were PFS Partners LLC ($12.08M), Personal CFO Solutions LLC ($9.79M), Osaic Holdings Inc. ($6.93M), Advisor Group Holdings Inc. ($6.16M), David R. Rahn & Associates Inc. ($5.38M), ODonnell Financial Services LLC ($5.22M), and Valtinson Bruner Financial Planning LLC ($4.73M).Learn more on KAPR's institutional investors.

Which institutional investors have been buying Innovator U.S. Small Cap Power Buffer ETF - April stock?

Of the 58 institutional investors that purchased Innovator U.S. Small Cap Power Buffer ETF - April stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: ODonnell Financial Services LLC ($740.65K), Brookstone Capital Management ($204.36K), Spectrum Investment Advisors Inc. ($146.42K), Cary Street Partners Investment Advisory LLC ($131.65K), Donald L. Hagan LLC ($116.78K), SageView Advisory Group LLC ($93.47K), and Commonwealth Equity Services LLC ($66.45K).

How much institutional buying is happening at Innovator U.S. Small Cap Power Buffer ETF - April?

Institutional investors have bought a total of 2,323,720 shares in the last 24 months. This purchase volume represents approximately $64.32M in transactions.

Which Innovator U.S. Small Cap Power Buffer ETF - April major shareholders have been selling company stock?

Of the 39 institutional investors that sold Innovator U.S. Small Cap Power Buffer ETF - April stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: ODonnell Financial Services LLC ($561.84K), Cary Street Partners Investment Advisory LLC ($97.71K), Avantax Advisory Services Inc. ($95.43K), Avalon Capital Management ($79.70K), David R. Rahn & Associates Inc. ($50.49K), Cerity Partners LLC ($44.17K), and Janney Montgomery Scott LLC ($38.09K).

How much institutional selling is happening at Innovator U.S. Small Cap Power Buffer ETF - April?

Institutional investors have sold a total of 1,126,479 shares in the last 24 months. This volume of shares sold represents approximately $32.04M in transactions.


This page (BATS:KAPR) was last updated on 4/25/2024 by MarketBeat.com Staff

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