INNOVATOR U.S. SMALL CAP POW (KAPR) Institutional Shareholders
INNOVATOR U.S. SMALL CAP POW (KAPR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $110.30M in KAPR holdings during the latest filing period.
Cetera Investment Advisers is currently the largest disclosed institutional shareholder of KAPR tracked by InsiderSet, reporting ownership valued at approximately $18.99M in its March 31, 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 $20.81M, representing an estimated gain of +9.59% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed KAPR value among the investors covered in this analysis. Major shareholders include Cetera Investment Advisers, Commonwealth Equity Services, Llc, Tradition Wealth Management, 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
97
Total Reported Value
$110.30M
Largest Holder
Cetera Investment Advisers
Largest Position
$18.99M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
106
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cetera Investment Advisers | 0.02% | 523,738 | $18,985,520 | $20,806,540 | +$1,821,020 | +9.59% | |
| Commonwealth Equity Services, Llc | 0.01% | 243,832 | $9,704,490 | $9,686,714 | -$17,776 | -0.18% | |
| Tradition Wealth Management, Llc | 0.34% | 133,484 | $4,838,795 | $5,302,919 | +$464,124 | +9.59% | |
| Odonnell Financial Services, Llc | 1.62% | 129,673 | $4,700,646 | $5,151,519 | +$450,873 | +9.59% | |
| Osaic Holdings, Inc. | 0.01% | 127,989 | $4,639,552 | $5,084,619 | +$445,067 | +9.59% | |
| Bfi Wealth Solutions, Llc | 4.15% | 118,475 | $4,321,969 | $4,706,656 | +$384,687 | +8.90% | |
| Red Crane Wealth Management, Llc | 3.05% | 104,226 | $4,148,195 | $4,140,586 | -$7,609 | -0.18% | |
| Raymond James Financial Inc | 0.00% | 97,470 | $3,533,288 | $3,872,191 | +$338,903 | +9.59% | |
| Kestra Advisory Services, Llc | 0.01% | 88,114 | $3,506,937 | $3,500,505 | -$6,432 | -0.18% | |
| Blair William & Co/Il | 0.01% | 92,770 | $3,362,913 | $3,685,474 | +$322,561 | +9.59% | |
| Onyx Bridge Wealth Group Llc | 0.29% | 79,815 | $3,176,637 | $3,170,811 | -$5,826 | -0.18% | |
| First Commonwealth Financial Corp | 0.47% | 80,727 | $2,926,354 | $3,207,042 | +$280,688 | +9.59% | |
| Lpl Financial Llc | 0.00% | 69,315 | $2,512,669 | $2,753,677 | +$241,008 | +9.59% | |
| Horizon Investments, Llc | 0.03% | 62,316 | $2,258,955 | $2,475,628 | +$216,673 | +9.59% | |
| Berkshire Money Management, Inc. | 0.20% | 55,618 | $2,213,597 | $2,209,536 | -$4,061 | -0.18% | |
| Founders Financial Securities Llc | 0.07% | 34,834 | $1,386,393 | $1,383,850 | -$2,543 | -0.18% | |
| Hightower Advisors, Llc | 0.00% | 34,860 | $1,263,675 | $1,384,883 | +$121,208 | +9.59% | |
| Diligent Investors, Llc | 0.28% | 31,155 | $1,239,969 | $1,237,695 | -$2,274 | -0.18% | |
| Dhjj Financial Advisors, Ltd. | 0.31% | 27,064 | $1,077,148 | $1,075,172 | -$1,976 | -0.18% | |
| Fragasso Financial Advisors Inc | 0.06% | 26,700 | $1,062,660 | $1,060,711 | -$1,949 | -0.18% | |
| Toptier Wealth Management, Llc | 0.61% | 25,391 | $1,010,562 | $1,008,708 | -$1,854 | -0.18% | |
| Advisory Services Network, Llc | 0.01% | 27,468 | $995,715 | $1,091,221 | +$95,506 | +9.59% | |
| Compass Advisory Group Llc | 0.26% | 27,093 | $982,121 | $1,076,324 | +$94,203 | +9.59% | |
| Cwm, Llc | 0.00% | 25,328 | $918,140 | $1,006,205 | +$88,065 | +9.59% | |
| Weaver Consulting Group | 0.19% | 22,836 | $908,867 | $907,206 | -$1,661 | -0.18% | |
| Miller Financial Services Llc | 0.72% | 22,340 | $889,132 | $887,501 | -$1,631 | -0.18% | |
| Pfs Partners, Llc | 0.36% | 22,339 | $889,093 | $887,461 | -$1,632 | -0.18% | |
| Wealth Alliance, Llc | 0.08% | 23,639 | $856,914 | $939,107 | +$82,193 | +9.59% | |
| Old Mission Capital Llc | 0.02% | 23,086 | $836,867 | $917,138 | +$80,271 | +9.59% | |
| Jacobi Capital Management Llc | 0.04% | 20,127 | $801,055 | $799,585 | -$1,470 | -0.18% | |
| Berger Financial Group, Inc | 0.04% | 21,630 | $784,088 | $859,295 | +$75,207 | +9.59% | |
| Advisornet Financial, Inc | 0.03% | 17,228 | $685,674 | $684,417 | -$1,257 | -0.18% | |
| Envestnet Asset Management Inc | 0.00% | 18,791 | $681,174 | $746,510 | +$65,336 | +9.59% | |
| Faithward Advisors, Llc | 0.10% | 18,729 | $678,926 | $744,047 | +$65,121 | +9.59% | |
| Nations Financial Group Inc | 0.03% | 16,977 | $675,685 | $674,445 | -$1,240 | -0.18% | |
| Truist Financial Corp | 0.00% | 16,439 | $654,272 | $653,072 | -$1,200 | -0.18% | |
| Merit Financial Group, Llc | 0.00% | 16,413 | $653,237 | $652,039 | -$1,198 | -0.18% | |
| Fsa Advisors, Inc. | 0.42% | 17,418 | $631,403 | $691,965 | +$60,562 | +9.59% | |
| Sunbelt Securities, Inc. | 0.04% | 17,291 | $626,811 | $686,920 | +$60,109 | +9.59% | |
| Straight Path Wealth Management | 0.15% | 15,609 | $621,238 | $620,099 | -$1,139 | -0.18% | |
| Citadel Advisors Llc | 0.00% | 16,382 | $593,848 | $650,808 | +$56,960 | +9.59% | |
| Valtinson Bruner Financial Planning Llc | 0.16% | 15,875 | $575,469 | $630,666 | +$55,197 | +9.59% | |
| Keating Financial Advisory Services, Inc. | 0.09% | 15,079 | $546,614 | $599,043 | +$52,429 | +9.59% | |
| Ifp Advisors, Inc | 0.01% | 13,527 | $538,375 | $537,387 | -$988 | -0.18% | |
| Concurrent Investment Advisors, Llc | 0.00% | 13,054 | $519,549 | $518,596 | -$953 | -0.18% | |
| Forvis Mazars Wealth Advisors, Llc | 0.01% | 12,172 | $441,235 | $483,557 | +$42,322 | +9.59% | |
| My Personal Cfo, Llc | 0.17% | 11,076 | $440,825 | $440,016 | -$809 | -0.18% | |
| Stratos Wealth Advisors, Llc | 0.03% | 12,124 | $439,495 | $481,650 | +$42,155 | +9.59% | |
| Long Island Wealth Management, Inc. | 0.20% | 11,945 | $433,006 | $474,539 | +$41,533 | +9.59% | |
| Cornerstone Wealth, Llc/Tn | 0.21% | 10,563 | $420,125 | $419,636 | -$489 | -0.12% |
Frequently asked questions about KAPR
Who owns the most KAPR stock?
The largest holders of KAPR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNOVATOR U.S. SMALL CAP POW (KAPR).
Is KAPR widely held by superinvestors?
Many widely followed stocks like KAPR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly KAPR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.