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Innovator U.S. Small Cap POW (KAPR)

CUSIP: 45782C342 | NYSE | 228 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Allworth Financial LP914,865
0.1% of portfolio›$36.4M
Commonwealth Equity Services, LLC173,847
0.0% of portfolio›$6.9M
BFI Wealth Solutions, LLC121,926
3.3% of portfolio›$4.8M
LPL Financial LLC120,777
0.0% of portfolio›$4.8M
RED Crane Wealth Management, LLC103,150
2.8% of portfolio›$4.1M
Hofer & Associates. Inc103,150
2.8% of portfolio›$4.1M
Kestra Advisory Services, LLC96,756
0.0% of portfolio›$3.8M
Onyx Bridge Wealth Group LLC80,404
0.3% of portfolio›$3.2M
Berkshire Money Management, Inc.55,618
0.2% of portfolio›$2.2M
Cambridge Investment Research Advisors, Inc.48,070
0.0% of portfolio›$1.9M
Founders Financial Securities LLC40,381
0.1% of portfolio›$1.6M
Diligent Investors, LLC30,532
0.3% of portfolio›$1.2M
Todd Wealth Management, LLC30,381
0.9% of portfolio›$1.2M
Fragasso Financial Advisors Inc26,685
0.1% of portfolio›$1.1M
Dhjj Financial Advisors, Ltd.26,467
0.3% of portfolio›$1.0M
TopTier Wealth Management, LLC24,852
0.6% of portfolio›$980.1K
Weaver Consulting Group22,721
0.2% of portfolio›$896.0K
Miller Financial Services LLC22,265
0.7% of portfolio›$878.1K
PFS Partners, LLC22,238
0.4% of portfolio›$877.0K
Jacobi Capital Management LLC20,127
0.0% of portfolio›$793.8K
Valtinson Bruner Financial Planning LLC17,765
0.2% of portfolio›$700.6K
AdvisorNet Financial, Inc17,228
0.0% of portfolio›$670.9K
Merit Financial Group, LLC16,586
0.0% of portfolio›$654.1K
Nations Financial Group Inc,16,570
0.0% of portfolio›$653.5K
Straight Path Wealth Management16,187
0.1% of portfolio›$638.4K
Truist Financial Corp14,746
0.0% of portfolio›$581.5K
Clear Point Advisors Inc.14,359
0.4% of portfolio›$566.3K
IFP Advisors, Inc13,159
0.0% of portfolio›$519.0K
Concurrent Investment Advisors, LLC13,054
0.0% of portfolio›$514.8K
Long Island Wealth Management, Inc.11,945
0.2% of portfolio›$471.1K
Forvis Mazars Wealth Advisors, LLC11,434
0.0% of portfolio›$450.9K
My Personal CFO, LLC11,076
0.2% of portfolio›$436.8K
Cornerstone Wealth, LLC10,563
0.2% of portfolio›$415.5K
Archer Investment Corp10,492
0.1% of portfolio›$413.8K
Beacon Financial Advisory LLC10,481
0.1% of portfolio›$413.3K
Partners Wealth Management, LLC9,800
0.0% of portfolio›$386.5K
Visionary Wealth Advisors9,202
0.0% of portfolio›$362.9K
BCS Wealth Management9,187
0.1% of portfolio›$362.3K
Collaborative Wealth Managment Inc.9,082
0.2% of portfolio›$358.2K
Financial Network Wealth Advisors LLC8,637
0.3% of portfolio›$340.6K
Caliber Wealth Management, LLC / KS8,438
0.0% of portfolio›$332.8K
Sigma Planning Corp7,455
0.0% of portfolio›$294.0K
Wealth Enhancement Advisory Services, LLC7,417
0.0% of portfolio›$292.1K
Cardinal Point Capital Management ULC7,360
0.0% of portfolio›$290.3K
Brookstone Capital Management7,237
0.0% of portfolio›$285.4K
CoreCap Advisors, LLC7,044
0.0% of portfolio›$277.8K
Advisor OS, LLC6,788
0.0% of portfolio›$267.7K
Nadler Financial Group, Inc.6,450
0.0% of portfolio›$254.4K
Opus Financial Solutions LLC6,106
0.2% of portfolio›$240.8K
Liberty Atlantic Advisors LLC5,975
0.1% of portfolio›$235.6K
Gill Capital Partners, LLC5,908
0.1% of portfolio›$233.0K
Winnacle Wealth LLC5,298
0.1% of portfolio›$209.0K
Creative Planning5,217
0.0% of portfolio›$205.7K
Blue Bell Private Wealth Management, LLC4,653
0.0% of portfolio›$183.5K
Farther Finance Advisors, LLC4,501
0.0% of portfolio›$177.5K
Signaturefd, LLC4,148
0.0% of portfolio›$163.6K
TrustBank3,467
0.0% of portfolio›$136.7K
Triumph Capital Management1,600
0.0% of portfolio›$63.1K
IFS Advisors, LLC1,488
0.0% of portfolio›$58.7K
Noble Wealth Management PBC1,050
0.0% of portfolio›$41.4K
Gilpin Wealth Management, LLC1,000
0.0% of portfolio›$39.4K
EverSource Wealth Advisors, LLC843
0.0% of portfolio›$33.2K
Assetmark, Inc700
0.0% of portfolio›$27.6K
Capital Investment Advisory Services, LLC212
0.0% of portfolio›$8.4K
William Mack & Associates, Inc.200
0.0% of portfolio›$7.9K
PNC Financial Services Group, Inc.100
0.0% of portfolio›$3.9K
Prairie Wealth Advisors, Inc.0
0.1% of portfolio›$309.9K
StyleTurnoverLocationFiled
Allworth Financial LP
914,865$36.4M0.1%IndexLowFolsom, CA2026-11-06
Commonwealth Equity Services, LLC
173,847$6.9M0.0%ETFLowWaltham, MA2026-11-02
BFI Wealth Solutions, LLC
121,926$4.8M3.3%ETFLowDallas, TX2026-10-16
LPL Financial LLC
120,777$4.8M0.0%IndexVery LowFort Mill, SC2026-11-06
RED Crane Wealth Management, LLC
103,150$4.1M2.8%ETFLowSan Francisco, CA2026-10-14
Hofer & Associates. Inc
103,150$4.1M2.8%ETFHighThousand Oaks, CA2026-10-13
Kestra Advisory Services, LLC
96,756$3.8M0.0%CoreLowAustin, TX2026-11-02
Onyx Bridge Wealth Group LLC
80,404$3.2M0.3%ETFMediumTarrytown, NY2026-10-16
Berkshire Money Management, Inc.
55,618$2.2M0.2%ETFMediumDalton, MA2026-10-21
Cambridge Investment Research Advisors, Inc.
48,070$1.9M0.0%ETFLowFairfield, IA2026-11-02
Founders Financial Securities LLC
40,381$1.6M0.1%ETFMediumTowson, MD2026-10-28
Diligent Investors, LLC
30,532$1.2M0.3%CoreLowRedlands, CA2026-10-21
Todd Wealth Management, LLC
30,381$1.2M0.9%GARPVery LowVenice, FL2026-10-19
Fragasso Financial Advisors Inc
26,685$1.1M0.1%ETFLowSewickley, PA2026-10-13
Dhjj Financial Advisors, Ltd.
26,467$1.0M0.3%ETFVery LowNaperville, IL2026-10-23
TopTier Wealth Management, LLC
24,852$980.1K0.6%ETFVery LowMuskego, WI2026-10-16
Weaver Consulting Group
22,721$896.0K0.2%ETFLowHuntington Beach, CA2026-10-07
Miller Financial Services LLC
22,265$878.1K0.7%CoreLowMarshall, MI2026-10-20
PFS Partners, LLC
22,238$877.0K0.4%ETFVery LowMine Hill, NJ2026-10-21
Jacobi Capital Management LLC
20,127$793.8K0.0%CoreLowPittston, PA2026-11-05
Valtinson Bruner Financial Planning LLC
17,765$700.6K0.2%ETFLowNew Brighton, MN2026-11-02
AdvisorNet Financial, Inc
17,228$670.9K0.0%ETFLowMinnetonka, MN2026-10-15
Merit Financial Group, LLC
16,586$654.1K0.0%ETFLowAlpharetta, GA2026-11-06
Nations Financial Group Inc,
16,570$653.5K0.0%CoreLowCedar Rapids, IA2026-11-05
Straight Path Wealth Management
16,187$638.4K0.1%ETFLowJenison, MI2026-10-23
Truist Financial Corp
14,746$581.5K0.0%CoreLowCharlotte, NC2026-10-30
Clear Point Advisors Inc.
14,359$566.3K0.4%ETFMediumMelville, NY2026-10-30
IFP Advisors, Inc
13,159$519.0K0.0%GrowthLowTampa, FL2026-10-16
Concurrent Investment Advisors, LLC
13,054$514.8K0.0%GrowthMediumTampa, FL2026-10-16
Long Island Wealth Management, Inc.
11,945$471.1K0.2%ETFLowMelville, NY2026-10-20
Forvis Mazars Wealth Advisors, LLC
11,434$450.9K0.0%ETFVery LowSpringfield, MO2026-10-13
My Personal CFO, LLC
11,076$436.8K0.2%ETFHighVancouver, WA2026-10-14
Cornerstone Wealth, LLC
10,563$415.5K0.2%ETFMediumGreeneville, TN2026-10-28
Archer Investment Corp
10,492$413.8K0.1%CoreMediumCarmel, IN2026-11-05
Beacon Financial Advisory LLC
10,481$413.3K0.1%ETFLowCleveland, OH2026-10-16
Partners Wealth Management, LLC
9,800$386.5K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Visionary Wealth Advisors
9,202$362.9K0.0%ETFLowO'Fallon, IL2026-11-04
BCS Wealth Management
9,187$362.3K0.1%ETFVery LowJohnson City, TN2026-11-03
Collaborative Wealth Managment Inc.
9,082$358.2K0.2%ETFMediumLake Mary, FL2026-11-06
Financial Network Wealth Advisors LLC
8,637$340.6K0.3%ETFLowMurray, UT2026-10-28
Caliber Wealth Management, LLC / KS
8,438$332.8K0.0%ETFLowOverland Park, KS2026-11-04
Sigma Planning Corp
7,455$294.0K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Wealth Enhancement Advisory Services, LLC
7,417$292.1K0.0%CoreLowPlymouth, MN2026-10-13
Cardinal Point Capital Management ULC
7,360$290.3K0.0%ValueLowToronto, Australia2026-10-21
Brookstone Capital Management
7,237$285.4K0.0%ETFMediumWheaton, IL2026-10-22
CoreCap Advisors, LLC
7,044$277.8K0.0%ETFMediumSouthfield, MI2026-10-08
Advisor OS, LLC
6,788$267.7K0.0%ETFMediumChicago, IL2026-11-03
Nadler Financial Group, Inc.
6,450$254.4K0.0%ETFVery LowDeerfield, IL2026-10-23
Opus Financial Solutions LLC
6,106$240.8K0.2%ETFLowDowners Grove, IL2026-11-06
Liberty Atlantic Advisors LLC
5,975$235.6K0.1%ETFLowOlympia, WA2026-10-14
Gill Capital Partners, LLC
5,908$233.0K0.1%ETFLowDenver, CO2026-10-13
Winnacle Wealth LLC
5,298$209.0K0.1%CoreMediumWaco, TX2026-10-15
Creative Planning
5,217$205.7K0.0%IndexVery LowOverland Park, KS2026-11-02
Blue Bell Private Wealth Management, LLC
4,653$183.5K0.0%YieldVery LowBlue Bell, PA2026-10-29
Farther Finance Advisors, LLC
4,501$177.5K0.0%IndexLowSan Francisco, CA2026-10-08
Signaturefd, LLC
4,148$163.6K0.0%IndexLowAtlanta, GA2026-10-23
TrustBank
3,467$136.7K0.0%ETFVery LowOlney, IL2026-10-20
Triumph Capital Management
1,600$63.1K0.0%ETFMediumDenver, CO2026-10-14
IFS Advisors, LLC
1,488$58.7K0.0%ETFLowOverland Park, KS2026-10-14
Noble Wealth Management PBC
1,050$41.4K0.0%YieldMediumGreenwood Village, CO2026-10-01
Gilpin Wealth Management, LLC
1,000$39.4K0.0%GrowthLowDenver, CO2026-10-09
EverSource Wealth Advisors, LLC
843$33.2K0.0%CoreMediumBirmingham, AL2026-11-04
Assetmark, Inc
700$27.6K0.0%ETFLowConcord, CA2026-10-21
Capital Investment Advisory Services, LLC
212$8.4K0.0%CoreMediumRaleigh, NC2026-10-30
William Mack & Associates, Inc.
200$7.9K0.0%ETFLowTroy, MI2026-10-27
PNC Financial Services Group, Inc.
100$3.9K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Prairie Wealth Advisors, Inc.
0$309.9K0.1%CoreVery LowOmaha, NE2026-10-29