KAPR Institutional Ownership & Shareholders
INNOVATOR U.S. SMALL CAP POW (KAPR) is currently held by 107 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $162.28M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Allworth Financial Lp is currently the largest disclosed institutional shareholder of KAPR tracked by InsiderSet, reporting ownership valued at approximately $35.16M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $35.01M, representing an estimated loss of -0.43% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed KAPR value among the investors covered in this analysis. Major shareholders include Allworth Financial Lp, Cetera Investment Advisers, Commonwealth Equity Services, Llc, and several other long-term asset managers with concentrated positions in INNOVATOR U.S. SMALL CAP POW (KAPR).
This page ranks the largest institutional KAPR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
107
Total Reported Value
$162.28M
Largest Holder
Allworth Financial Lp
Largest Position
$35.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
117
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Allworth Financial Lp | 0.15% | 883,302 | $35,155,421 | $35,005,258 | -$150,163 | -0.43% | |
| Cetera Investment Advisers | 0.02% | 540,719 | $21,520,635 | $21,428,694 | -$91,941 | -0.43% | |
| Commonwealth Equity Services, Llc | 0.01% | 243,832 | $9,704,490 | $9,663,062 | -$41,428 | -0.43% | |
| Osaic Holdings, Inc. | 0.01% | 165,506 | $6,587,070 | $6,559,003 | -$28,067 | -0.43% | |
| Tradition Wealth Management, Llc | 0.32% | 133,185 | $5,300,763 | $5,278,122 | -$22,641 | -0.43% | |
| Odonnell Financial Services, Llc | 1.42% | 121,332 | $4,829,014 | $4,808,387 | -$20,627 | -0.43% | |
| Bfi Wealth Solutions, Llc | 3.30% | 121,926 | $4,808,411 | $4,831,927 | +$23,516 | +0.49% | |
| Lpl Financial Llc | 0.00% | 115,764 | $4,607,407 | $4,587,727 | -$19,680 | -0.43% | |
| Hofer & Associates. Inc | 2.84% | 103,150 | $4,067,956 | $4,087,835 | +$19,879 | +0.49% | |
| Red Crane Wealth Management, Llc | 2.84% | 103,150 | $4,067,956 | $4,087,835 | +$19,879 | +0.49% | |
| Raymond James Financial Inc | 0.00% | 97,131 | $3,865,814 | $3,849,302 | -$16,512 | -0.43% | |
| Kestra Advisory Services, Llc | 0.01% | 88,114 | $3,506,937 | $3,491,958 | -$14,979 | -0.43% | |
| First Commonwealth Financial Corp | 0.46% | 82,554 | $3,285,649 | $3,271,615 | -$14,034 | -0.43% | |
| Onyx Bridge Wealth Group Llc | 0.28% | 80,404 | $3,170,888 | $3,186,411 | +$15,523 | +0.49% | |
| Blair William & Co/Il | 0.01% | 77,253 | $3,074,669 | $3,061,536 | -$13,133 | -0.43% | |
| Berkshire Money Management, Inc. | 0.19% | 55,618 | $2,193,413 | $2,204,141 | +$10,728 | +0.49% | |
| Wood Tarver Financial Group, Llc | 0.39% | 41,913 | $1,668,000 | $1,661,012 | -$6,988 | -0.42% | |
| Founders Financial Securities Llc | 0.08% | 40,381 | $1,592,510 | $1,600,299 | +$7,789 | +0.49% | |
| Horizon Investments, Llc | 0.02% | 34,834 | $1,386,393 | $1,380,471 | -$5,922 | -0.43% | |
| Diligent Investors, Llc | 0.26% | 30,532 | $1,204,094 | $1,209,983 | +$5,889 | +0.49% | |
| Envestnet Asset Management Inc | 0.00% | 27,878 | $1,109,558 | $1,104,805 | -$4,753 | -0.43% | |
| Compass Advisory Group Llc | 0.26% | 27,093 | $1,078,301 | $1,073,696 | -$4,605 | -0.43% | |
| Advisory Services Network, Llc | 0.01% | 26,953 | $1,072,729 | $1,068,147 | -$4,582 | -0.43% | |
| Fragasso Financial Advisors Inc | 0.05% | 26,685 | $1,054,535 | $1,057,527 | +$2,992 | +0.28% | |
| Dhjj Financial Advisors, Ltd. | 0.30% | 26,467 | $1,043,782 | $1,048,887 | +$5,105 | +0.49% | |
| Toptier Wealth Management, Llc | 0.57% | 24,852 | $980,091 | $984,885 | +$4,794 | +0.49% | |
| Wealth Alliance, Llc | 0.08% | 24,465 | $973,707 | $969,548 | -$4,159 | -0.43% | |
| Cwm, Llc | 0.00% | 25,328 | $918,140 | $1,003,749 | +$85,609 | +9.32% | |
| Weaver Consulting Group | 0.17% | 22,721 | $896,045 | $900,433 | +$4,388 | +0.49% | |
| Miller Financial Services Llc | 0.67% | 22,265 | $878,067 | $882,362 | +$4,295 | +0.49% | |
| Pfs Partners, Llc | 0.36% | 22,238 | $877,002 | $881,292 | +$4,290 | +0.49% | |
| Faithward Advisors, Llc | 0.10% | 21,073 | $838,705 | $835,123 | -$3,582 | -0.43% | |
| Capital Analysts, Llc | 0.02% | 20,605 | $820,000 | $816,576 | -$3,424 | -0.42% | |
| Jacobi Capital Management Llc | 0.04% | 20,127 | $801,055 | $797,633 | -$3,422 | -0.43% | |
| Valtinson Bruner Financial Planning Llc | 0.18% | 17,765 | $707,047 | $704,027 | -$3,020 | -0.43% | |
| Berger Financial Group, Inc | 0.04% | 17,323 | $689,456 | $686,510 | -$2,946 | -0.43% | |
| Nations Financial Group Inc | 0.03% | 16,977 | $675,685 | $672,799 | -$2,886 | -0.43% | |
| Advisornet Financial, Inc | 0.03% | 17,228 | $670,858 | $682,746 | +$11,888 | +1.77% | |
| Fsa Advisors, Inc. | 0.30% | 16,575 | $659,685 | $656,867 | -$2,818 | -0.43% | |
| Merit Financial Group, Llc | 0.00% | 16,413 | $653,237 | $650,447 | -$2,790 | -0.43% | |
| Straight Path Wealth Management | 0.14% | 16,187 | $638,368 | $641,491 | +$3,123 | +0.49% | |
| Sunbelt Securities, Inc. | 0.04% | 17,291 | $626,811 | $685,242 | +$58,431 | +9.32% | |
| Janney Montgomery Scott Llc | 0.00% | 15,471 | $616,000 | $613,116 | -$2,884 | -0.47% | |
| Keating Financial Advisory Services, Inc. | 0.08% | 15,457 | $615,189 | $612,561 | -$2,628 | -0.43% | |
| Mml Investors Services, Llc | 0.00% | 14,826 | $590,075 | $587,554 | -$2,521 | -0.43% | |
| Truist Financial Corp | 0.00% | 14,746 | $581,539 | $584,384 | +$2,845 | +0.49% | |
| Clear Point Advisors Inc. | 0.39% | 14,359 | $566,277 | $569,047 | +$2,770 | +0.49% | |
| Ifp Advisors, Inc | 0.01% | 13,159 | $518,953 | $521,491 | +$2,538 | +0.49% | |
| Ameritas Advisory Services, Llc | 0.01% | 13,000 | $517,400 | $515,190 | -$2,210 | -0.43% | |
| Concurrent Investment Advisors, Llc | 0.00% | 13,054 | $514,812 | $517,330 | +$2,518 | +0.49% |
Frequently asked questions about KAPR
Who are the largest institutional holders of KAPR?
The largest institutional holders of KAPR reported in the latest SEC Form 13F filings include Allworth Financial Lp, Cetera Investment Advisers, Commonwealth Equity Services, Llc, Osaic Holdings, Inc., and Tradition Wealth Management, Llc. InsiderSet ranks institutional holders by their latest reported KAPR position.
What is KAPR institutional ownership?
This page tracks KAPR positions reported by institutional investment managers through SEC Form 13F. INNOVATOR U.S. SMALL CAP POW (KAPR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own KAPR?
InsiderSet currently tracks 107 institutional managers reporting KAPR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of KAPR shareholders.
How much KAPR stock do institutions own?
Institutional investment managers disclosed approximately $162.28M in KAPR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was KAPR institutional ownership last updated?
The latest KAPR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional KAPR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its KAPR position after the reporting date.
Are institutions buying or selling KAPR?
Institutional buying and selling can be analyzed by comparing KAPR positions across consecutive 13F reporting periods. InsiderSet's KAPR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View KAPR ownership changes.
How has KAPR institutional ownership changed over time?
InsiderSet tracks KAPR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.