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

$32.36
+0.04 (+0.12%)
(As of 11/1/2024 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)
42
Total
Institutional Inflows
(last 12 months)
$34.60M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$43.50M
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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
11/4/2024Sigma Planning Corp6,272$204K0.0%-11.9%0.109%
11/1/2024PFS Partners LLC19,961$648K0.4%+188.6%0.348%
11/1/2024Corrado Advisors LLC50,556$1.64M1.0%-3.4%0.882%
10/30/2024 Catalina Capital Group LLC99,837$3.24M1.1%N/A1.742%
10/30/2024 Beacon Financial Advisory LLC10,681$347K0.1%+37.5%0.186%
10/29/2024 Janney Montgomery Scott LLC28,500$925K0.0%-2.7%0.497%
10/25/2024 Strategic Blueprint LLC17,330$563K0.0%N/A0.302%
10/23/2024 Global Trust Asset Management LLC5,500$179K0.1%+120.0%0.096%
10/22/2024 DHJJ Financial Advisors Ltd.23,884$775K0.3%-1.8%0.417%
10/22/2024 ODonnell Financial Services LLC171,828$5.58M2.3%-1.5%2.999%
10/21/2024 Retirement Guys Formula LLC23,964$778K0.4%N/A0.418%
10/17/2024BCS Wealth Management12,206$396K0.2%+5.2%0.213%
10/9/2024 Maltin Wealth Management Inc.15,199$493K0.2%N/A0.265%
10/8/2024 CWM LLC40,719$1.32M0.0%+6.8%0.711%
10/8/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors26,538$861K0.1%-3.4%0.463%
10/8/2024 Brookstone Capital Management22,605$734K0.0%-84.2%0.395%
10/4/2024 HBW Advisory Services LLC15,488$503K0.1%-5.3%0.270%
8/22/2024Cetera Investment Advisers151,706$4.67M0.0%+25.2%2.648%
8/21/2024Truist Financial Corp13,366$412K0.0%N/A0.233%
8/16/2024Sunbelt Securities Inc.22,916$706K0.1%+194.4%0.400%
8/13/2024AE Wealth Management LLC7,585$234K0.0%N/A0.132%
8/12/2024Blair William & Co. IL106,399$3.28M0.0%+192.5%1.857%
8/8/2024Main Street Financial Solutions LLC23,522$724K0.1%+96.8%0.411%
8/7/2024Coldstream Capital Management Inc.23,233$716K0.0%-15.6%0.405%
8/6/2024Valtinson Bruner Financial Planning LLC156,584$4.82M1.9%-1.2%2.733%
8/1/2024 FSA Advisors Inc.17,971$554K0.6%+147.8%0.314%
7/31/2024Commonwealth Equity Services LLC228,839$7.05M0.0%+55.9%3.994%
7/31/2024 Concurrent Investment Advisors LLC13,054$402K0.0%N/A0.228%
7/29/2024Nations Financial Group Inc. IA ADV19,278$594K0.0%-2.7%0.336%
7/29/2024 Private Client Services LLC28,228$869K0.5%N/A0.493%
7/26/2024 Cambridge 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%
7/16/2024BCS Wealth Management11,605$357K0.2%+21.4%0.203%
7/15/2024Diligent 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%
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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%
5/7/2024 PFG 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%
4/25/2024 Cambridge 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%
3/4/2024 Vima 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%
2/8/2024 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%
2/2/2024 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%
1/29/2024PFS Partners LLC414,184$12.08M8.3%-0.5%6.402%
1/24/2024Stratos Wealth Advisors LLC13,084$382K0.0%-3.7%0.202%
1/23/2024Straight Path Wealth Management13,340$389K0.2%+65.7%0.206%
1/22/2024Weaver Consulting Group12,294$359K0.1%+3.4%0.190%
1/19/2024 PFG Advisors10,238$299K0.0%-4.5%0.158%
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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%
1/12/2024Avalon 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%
1/11/2024BCS Wealth Management9,600$280K0.1%-11.4%0.148%
1/8/2024 Fragasso Group Inc.19,991$583K0.1%-5.7%0.309%
12/6/2023David 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%
12/1/2023PFS Partners LLC416,472$11.14M9.8%+0.2%6.437%
(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, 88 institutional investors and hedge funds held shares of Innovator U.S. Small Cap Power Buffer ETF - April. The most heavily invested institutionals were Personal CFO Solutions LLC ($9.79M), Commonwealth Equity Services LLC ($7.05M), Osaic Holdings Inc. ($6.93M), Advisor Group Holdings Inc. ($6.16M), ODonnell Financial Services LLC ($5.58M), David R. Rahn & Associates Inc. ($5.38M), and Valtinson Bruner Financial Planning LLC ($4.82M).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 75 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), Commonwealth Equity Services LLC ($148.46K), Cetera Investment Advisers ($137.52K), Cary Street Partners Investment Advisory LLC ($131.65K), and Donald L. Hagan LLC ($116.78K).

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

Institutional investors have bought a total of 3,014,334 shares in the last 24 months. This purchase volume represents approximately $85.94M in transactions.

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

Of the 48 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 ($564.51K), Commonwealth Equity Services LLC ($347.42K), Brookstone Capital Management ($120.51K), Avantax Advisory Services Inc. ($99.53K), Cary Street Partners Investment Advisory LLC ($97.71K), Avalon Capital Management ($79.70K), and SageView Advisory Group LLC ($71.68K).

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

Institutional investors have sold a total of 1,727,462 shares in the last 24 months. This volume of shares sold represents approximately $50.94M in transactions.



This page (BATS:KAPR) was last updated on 11/4/2024 by MarketBeat.com Staff
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