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

$32.31
+0.28 (+0.87%)
(As of 07/26/2024 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)
43
Total
Institutional Inflows
(last 12 months)
$54.92M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$42.03M
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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
7/26/2024Cambridge Investment Research Advisors Inc.91,511$2.82M0.0%+84.8%1.597%
7/26/2024Signature Estate & Investment Advisors LLC11,833$364K0.0%N/A0.207%
7/18/2024 Brookstone Capital Management143,113$4.62M0.1%+20.0%2.498%
7/17/2024 AdvisorNet Financial Inc17,558$541K0.0%+23.7%0.306%
7/16/2024 Wealth Enhancement Advisory Services LLC10,286$317K0.0%-14.1%0.180%
7/16/2024 BCS Wealth Management11,605$357K0.2%+21.4%0.203%
7/15/2024 Diligent Investors LLC34,463$1.06M0.3%+36.5%0.601%
7/12/2024 DHJJ Financial Advisors Ltd.24,324$749K0.3%+36.0%0.425%
7/11/2024 Global Trust Asset Management LLC2,500$77K0.0%+25.0%0.044%
7/10/2024 Gill Capital Partners LLC6,808$210K0.1%N/A0.119%
7/10/2024 CWM LLC38,143$1.18M0.0%+4.5%0.666%
7/9/2024 Fragasso Financial Advisors Inc25,954$799K0.1%+34.9%0.453%
7/8/2024 Sugarloaf Wealth Management LLC5,257$162K0.0%+61.4%0.092%
7/5/2024 HBW Advisory Services LLC16,360$504K0.1%-51.9%0.286%
5/24/2024Cetera Advisors LLC21,126$658K0.0%-15.8%0.369%
5/24/2024Cetera Investment Advisers121,158$3.78M0.0%+242.8%2.114%
5/14/2024InterOcean Capital Group LLC10,800$337K0.0%-23.3%0.188%
5/9/2024Blair William & Co. IL36,378$1.13M0.0%+212.8%0.658%
5/9/2024Kingsview Wealth Management LLC9,203$287K0.0%-29.6%0.166%
5/9/2024SageView Advisory Group LLC30,748$906K0.0%-69.8%0.556%
5/8/2024Avantax Advisory Services Inc.30,517$951K0.0%-11.8%0.552%
5/7/2024PFG Advisors6,788$212K0.0%-33.7%0.123%
5/7/2024Spectrum Investment Advisors Inc.148,657$4.63M3.4%+1.5%2.688%
5/2/2024 Lincoln National Corp77,948$2.43M0.0%-2.5%1.410%
5/1/2024 Janney Montgomery Scott LLC18,128$565K0.0%+3.7%0.328%
5/1/2024Stegent Equity Advisors Inc.39,540$1.23M1.3%-35.7%0.715%
4/30/2024Valtinson Bruner Financial Planning LLC158,424$4.94M2.1%-2.3%2.865%
4/29/2024Commonwealth Equity Services LLC146,830$4.58M0.0%-69.1%2.655%
4/25/2024Cambridge Investment Research Advisors Inc.49,511$1.54M0.0%+125.0%1.015%
4/23/2024Nations Financial Group Inc. IA ADV19,803$617K0.1%-5.7%0.406%
4/19/2024FORVIS 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%
4/15/2024Sunbelt 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%
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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%
2/8/2024 Janney 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%
2/7/2024 Cary 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%
2/6/2024 Lincoln National Corp79,957$2.33M0.0%+10.2%1.236%
2/5/2024Pillar Wealth Advisors LLC30,621$893K0.7%-15.1%0.473%
2/2/2024ODonnell Financial Services LLC178,812$5.22M2.6%-74.6%2.764%
2/2/2024 Atria 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%
1/11/2024FORVIS 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%
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%
11/13/2023 Cary 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%
11/6/2023 Lincoln National Corp72,531$1.94M0.0%+15.7%1.121%
11/3/2023SageView Advisory Group LLC87,326$2.34M0.1%-0.7%1.350%
10/26/2023FORVIS 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%
10/24/2023Cambridge 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%
10/20/2023ODonnell 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%
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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%
8/10/2023 Cary 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%
(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, 78 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 ($4.94M).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 63 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 ($228.26K), Spectrum Investment Advisors Inc. ($148.66K), Cary Street Partners Investment Advisory LLC ($131.65K), Donald L. Hagan LLC ($116.78K), Cetera Investment Advisers ($106.97K), and SageView Advisory Group LLC ($93.47K).

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

Institutional investors have bought a total of 2,553,631 shares in the last 24 months. This purchase volume represents approximately $71.45M in transactions.

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

Of the 45 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), Commonwealth Equity Services LLC ($347.42K), Avantax Advisory Services Inc. ($99.53K), Cary Street Partners Investment Advisory LLC ($97.71K), Avalon Capital Management ($79.70K), SageView Advisory Group LLC ($71.68K), and David R. Rahn & Associates Inc. ($50.49K).

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

Institutional investors have sold a total of 1,591,955 shares in the last 24 months. This volume of shares sold represents approximately $46.54M in transactions.


This page (BATS:KAPR) was last updated on 7/27/2024 by MarketBeat.com Staff

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