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

$32.88 +1.39 (+4.40%)
As of 08/8/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Small Cap Power Buffer ETF - April (BATS:KAPR)

Number of
Institutional Buyers
(last 12 months)
67
Total
Institutional Inflows
(last 12 months)
$75.16M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$40.65M
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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
8/8/2025 Collaborative Wealth Managment Inc.9,504$308K0.1%N/A0.169%
8/8/2025 Cetera Investment Advisers513,384$16.63M0.0%+222.8%9.119%
8/8/2025 Wealth Alliance LLC23,639$766K0.1%+5.8%0.420%
8/7/2025 Avalon Capital Management92,851$3.01M0.8%N/A1.649%
8/7/2025 Allworth Financial LP2,553$83K0.0%-99.6%0.045%
8/6/2025 AE Wealth Management LLC3,529$114K0.0%-15.0%0.063%
8/6/2025 Maltin Wealth Management Inc.16,839$545K0.2%-9.6%0.299%
8/6/2025 Valtinson Bruner Financial Planning LLC16,575$537K0.2%-81.0%0.294%
8/5/2025 WorthPointe LLC9,178$297K0.1%N/A0.163%
8/1/2025 Corrado Advisors LLC53,652$1.74M1.1%+14.9%0.953%
8/1/2025 Envestnet Asset Management Inc.17,745$575K0.0%+6.6%0.315%
7/30/2025 Red Crane Wealth Management LLC103,688$3.36M3.1%+360.4%1.842%
7/30/2025 Onyx Bridge Wealth Group LLC62,729$2.03M0.3%N/A1.114%
7/30/2025 Brookstone Capital Management6,456$209K0.0%N/A0.115%
7/30/2025 Phoenix Financial Ltd.6,750$218K0.0%N/A0.120%
7/29/2025 ODonnell Financial Services LLC138,890$4.50M1.7%-3.3%2.467%
7/29/2025 Forvis Mazars Wealth Advisors LLC17,624$571K0.0%-5.7%0.313%
7/28/2025 Compass Advisory Group LLC27,343$886K0.3%-4.5%0.486%
7/28/2025 Harbour Investments Inc.4,221$137K0.0%+26.0%0.075%
7/25/2025 CWM LLC43,749$1.42M0.0%+2.7%0.777%
7/24/2025 IFP Advisors Inc6,123$198K0.0%+40.9%0.109%
7/24/2025 Blair William & Co. IL98,700$3.20M0.0%-3.8%1.753%
7/22/2025 Berkshire Money Management Inc.101,740$3.30M0.3%N/A1.807%
7/22/2025 Berger Financial Group Inc27,934$905K0.1%+174.1%0.496%
7/22/2025 Diligent Investors LLC31,658$1.03M0.2%-11.0%0.562%
7/21/2025 DHJJ Financial Advisors Ltd.25,704$832K0.3%+14.4%0.457%
7/21/2025 Catalina Capital Group LLC69,797$2.26M1.5%+57.5%1.240%
7/17/2025 Clear Point Advisors Inc.15,459$501K0.4%+5.5%0.275%
7/16/2025 PFS Partners LLC23,363$757K0.4%+4.8%0.415%
7/15/2025 BCS Wealth Management14,231$461K0.1%+20.4%0.253%
7/10/2025 Wealth Enhancement Advisory Services LLC9,457$310K0.0%+12.2%0.168%
7/9/2025 Fragasso Financial Advisors Inc29,566$958K0.1%+18.4%0.525%
5/20/2025Focus Partners Wealth10,365$320K0.0%-16.5%0.171%
5/19/2025SageView Advisory Group LLC46,632$1.44M0.1%-25.7%0.771%
5/16/2025NewEdge Advisors LLC16,615$513K0.0%-5.6%0.275%
5/15/2025EP Wealth Advisors LLC9,216$284K0.0%-30.1%0.152%
5/14/2025Luminist Capital LLC8,334$257K0.3%+9,370.5%0.138%
5/14/2025Kestra Advisory Services LLC96,898$2.99M0.0%-16.2%1.602%
5/14/2025Capital Analysts LLC26,202$808K0.0%+3.8%0.433%
5/14/2025Tradition Wealth Management LLC139,496$4.30M0.4%-0.9%2.306%
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5/13/2025Nations Financial Group Inc. IA ADV18,217$562K0.0%-5.0%0.301%
5/13/2025Leigh Baldwin & CO. LLC12,351$381K0.3%-15.8%0.204%
5/13/2025 Compass Advisory Group LLC28,643$884K0.3%-18.1%0.473%
5/13/2025Financial Network Wealth Advisors LLC9,900$305K0.4%+23.4%0.164%
5/12/2025 Berger Financial Group Inc10,193$314K0.0%-7.7%0.168%
5/12/2025 Red Crane Wealth Management LLC22,519$695K0.7%-14.8%0.372%
5/9/2025 Blair William & Co. IL102,631$3.17M0.0%-1.0%1.696%
5/8/2025 Harbour Investments Inc.3,351$103K0.0%+10.7%0.055%
5/6/2025 Cetera Investment Advisers159,055$4.91M0.0%+6.3%2.629%
5/6/2025 Triumph Capital Management9,280$286K0.1%-48.5%0.153%
5/5/2025Miller Financial Services LLC24,385$752K1.1%-7.3%0.403%
5/5/2025 IFP Advisors Inc4,346$134K0.0%-37.1%0.072%
5/5/2025 ODonnell Financial Services LLC143,675$4.43M1.8%N/A2.375%
5/2/2025Acas LLC16,849$515K0.4%+20.6%0.301%
5/1/2025 Corrado Advisors LLC46,711$1.44M1.0%-1.0%0.834%
5/1/2025 CWM LLC42,579$1.31M0.0%+4.4%0.760%
4/30/2025 Allworth Financial LP661,055$20.15M0.1%+30,377.4%11.805%
4/29/2025Wood Tarver Financial Group LLC34,546$1.07M0.3%+7.2%0.617%
4/29/2025 Envestnet Asset Management Inc.16,639$513K0.0%-4.1%0.297%
4/29/2025 Bank of New York Mellon Corp8,923$275K0.0%N/A0.159%
4/29/2025 Strategic Blueprint LLC8,951$276K0.0%-48.1%0.160%
4/28/2025 Straight Path Wealth Management14,950$461K0.2%+3.5%0.267%
4/25/2025 Crown Wealth Group LLC8,514$263K0.1%N/A0.152%
4/22/2025 Cambridge Investment Research Advisors Inc.71,259$2.20M0.0%-14.0%1.272%
4/21/2025 Catalina Capital Group LLC44,312$1.37M0.9%-5.4%0.791%
4/18/2025 DHJJ Financial Advisors Ltd.22,469$693K0.3%-5.9%0.401%
4/18/2025 Global Trust Asset Management LLC2,000$62K0.0%-60.0%0.036%
4/17/2025 Janney Montgomery Scott LLC28,843$890K0.0%-8.7%0.515%
4/16/2025 Wealth Enhancement Advisory Services LLC8,426$260K0.0%-32.9%0.150%
4/14/2025 PFS Partners LLC22,301$688K0.4%+9.7%0.398%
4/10/2025 Diligent Investors LLC35,571$1.10M0.3%+2.6%0.593%
4/10/2025 Whipplewood Advisors LLC1,180$36K0.0%-94.0%0.020%
4/9/2025 HBW Advisory Services LLC12,951$400K0.1%-12.1%0.216%
3/17/2025 Wealth Enhancement Advisory Services LLC12,554$411K0.0%+22.0%0.256%
3/6/2025Wood Tarver Financial Group LLC32,217$1.05M0.4%N/A0.657%
2/25/2025Leigh Baldwin & CO. LLC14,675$480K0.3%N/A0.299%
2/19/2025ARQ Wealth Advisors LLC7,113$233K0.1%+12.3%0.145%
2/17/2025EP Wealth Advisors LLC13,191$431K0.0%-20.5%0.230%
2/17/2025CoreCap Advisors LLC4,449$145K0.0%-57.0%0.078%
2/17/2025 Cetera Investment Advisers149,602$4.89M0.0%-2.7%2.611%
2/17/2025Cary Street Partners Financial LLC6,609$216K0.0%N/A0.115%
2/14/2025Jane Street Group LLC33,706$1.10M0.0%+63.3%0.588%
2/14/2025Talon Private Wealth LLC18,010$589K0.2%N/A0.314%
2/14/2025Bellwether Advisors LLC3,216$105K0.0%N/A0.056%
2/14/2025 Berger Financial Group Inc11,040$361K0.0%-10.5%0.193%
2/14/2025Coldstream Capital Management Inc.6,449$211K0.0%-26.7%0.113%
2/14/2025Two Sigma Securities LLC6,626$217K0.0%N/A0.116%
2/14/2025Tradition Wealth Management LLC140,827$4.61M0.4%-2.9%2.458%
2/13/2025First Commonwealth Financial Corp PA82,152$2.69M0.6%-5.5%1.434%
2/13/2025SageView Advisory Group LLC62,723$2.05M0.1%-32.4%1.095%
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2/13/2025Raymond James Financial Inc.62,424$2.04M0.0%N/A1.089%
2/13/2025Wells Fargo & Company MN753$25K0.0%N/A0.013%
2/12/2025OLD Mission Capital LLC32,804$1.07M0.0%+336.5%0.572%
2/12/2025Riggs Capital Management LLC11,101$363K0.4%N/A0.194%
2/12/2025 Blair William & Co. IL103,635$3.39M0.0%-4.3%1.809%
2/11/2025LPL Financial LLC41,190$1.35M0.0%-0.8%0.719%
2/10/2025 Harbour Investments Inc.3,027$99K0.0%-19.9%0.053%
2/10/2025 Valtinson Bruner Financial Planning LLC87,843$2.87M1.0%-1.9%1.533%
2/10/2025 Commonwealth Equity Services LLC229,497$7.51M0.0%+1.0%4.005%
2/10/2025EverSource Wealth Advisors LLC843$28K0.0%N/A0.015%
(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, 118 institutional investors and hedge funds held shares of Innovator U.S. Small Cap Power Buffer ETF - April. The most heavily invested institutionals were Cetera Investment Advisers ($16.63M), Personal CFO Solutions LLC ($9.79M), Commonwealth Equity Services LLC ($7.51M), Osaic Holdings Inc. ($6.93M), David R. Rahn & Associates Inc. ($5.38M), Spectrum Investment Advisors Inc. ($4.63M), and ODonnell Financial Services LLC ($4.50M).Learn more on Innovator U.S. Small Cap Power Buffer ETF - April's institutional investors.

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

Of the 93 institutional investors that purchased Innovator U.S. Small Cap Power Buffer ETF - April's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allworth Financial LP ($658.89K), Cetera Investment Advisers ($501.30K), Commonwealth Equity Services LLC ($150.75K), Spectrum Investment Advisors Inc. ($148.66K), ODonnell Financial Services LLC ($143.68K), Brookstone Capital Management ($139.06K), and Cary Street Partners Investment Advisory LLC ($131.65K).

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

Institutional investors have bought a total of 2,363,789 shares in the last 24 months. This purchase volume represents approximately $75.16M in transactions.

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

Of the 50 institutional investors that sold Innovator U.S. Small Cap Power Buffer ETF - April's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allworth Financial LP ($658.50K), Valtinson Bruner Financial Planning LLC ($139.29K), Brookstone Capital Management ($120.51K), SageView Advisory Group LLC ($55.55K), Catalina Capital Group LLC ($55.53K), Kestra Advisory Services LLC ($18.76K), and Whipplewood Advisors LLC ($18.61K).

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

Institutional investors have sold a total of 1,258,753 shares in the last 24 months. This volume of shares sold represents approximately $40.65M in transactions.



This page (BATS:KAPR) was last updated on 8/10/2025 by MarketBeat.com Staff
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