INNOVATOR ETFS TRUST (KAPR)
Institutional ownership reported to the SEC as of Q2 2026, across 25 quarters.
101
Reporting holders
$157.0M
Reported value
0.0%
Held as options
+6
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Allworth Financial LP | $35.2M | 883,302 | 0.15% | 9q | +40623.9%+$35.1M |
| Cetera Investment Advisers | $21.5M | 540,719 | 0.02% | 19q | +3.2%+$675.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $9.7M | 243,832 | 0.01% | 25q | +1.0%+$94.0K |
| OSAIC HOLDINGS, INC. | $6.6M | 165,506 | 0.01% | 25q | +29.3%+$1.5M |
| Tradition Wealth Management, LLC | $5.3M | 133,185 | 0.32% | 10q | HELD |
| ODonnell Financial Services, LLC | $4.8M | 121,332 | 1.42% | 6q | -6.4%-$332.0K |
| BFI Wealth Solutions, LLC | $4.7M | 118,824 | 3.50% | 3q | HELD |
| LPL Financial LLC | $4.6M | 115,764 | 0.00% | 11q | +67.0%+$1.8M |
| RED CRANE WEALTH MANAGEMENT, LLC | $4.1M | 104,226 | 3.05% | 7q | -0.7%-$29.9K |
| RAYMOND JAMES FINANCIAL INC | $3.9M | 97,131 | 0.00% | 7q | HELD |
| Kestra Advisory Services, LLC | $3.5M | 88,114 | 0.01% | 22q | -16.1%-$675.2K |
| First Commonwealth Financial Corp /PA/ | $3.3M | 82,554 | 0.46% | 9q | +2.3%+$72.7K |
| Onyx Bridge Wealth Group LLC | $3.2M | 79,815 | 0.29% | 5q | -5.6%-$188.1K |
| BLAIR WILLIAM & CO/IL | $3.1M | 77,253 | 0.01% | 13q | -16.7%-$617.6K |
| Berkshire Money Management, Inc. | $2.2M | 55,618 | 0.20% | 5q | -38.3%-$1.4M |
| HighTower Advisors, LLC | $1.4M | 34,860 | 0.00% | 13q | HELD |
| FOUNDERS FINANCIAL SECURITIES LLC | $1.4M | 34,834 | 0.07% | 6q | +10.6%+$132.4K |
| Horizon Investments, LLC | $1.4M | 34,834 | 0.02% | 2q | -44.1%-$1.1M |
| FSA Advisors, Inc. | $1.3M | 33,150 | 0.30% | 11q | +90.3%+$626.1K |
| Merit Financial Group, LLC | $1.3M | 32,826 | 0.00% | 5q | +92.4%+$627.4K |
| Diligent Investors, LLC | $1.2M | 31,155 | 0.28% | 16q | +6.6%+$77.1K |
| Main Street Financial Solutions, LLC | $1.1M | 28,442 | 0.07% | 22q | +28.2%+$248.8K |
| ENVESTNET ASSET MANAGEMENT INC | $1.1M | 27,878 | 0.00% | 15q | +48.4%+$361.7K |
| Compass Advisory Group LLC | $1.1M | 27,093 | 0.26% | 13q | HELD |
| DHJJ Financial Advisors, Ltd. | $1.1M | 27,064 | 0.31% | 21q | +8.2%+$81.6K |
| Advisory Services Network, LLC | $1.1M | 26,953 | 0.01% | 5q | -1.9%-$20.5K |
| Fragasso Financial Advisors Inc | $1.1M | 26,700 | 0.06% | 18q | HELD |
| TopTier Wealth Management, LLC | $1.0M | 25,391 | 0.61% | 3q | -8.9%-$99.2K |
| WEALTH ALLIANCE, LLC | $973.7K | 24,465 | 0.08% | 14q | +3.5%+$32.9K |
| Weaver Consulting Group | $908.9K | 22,836 | 0.19% | 19q | HELD |
| Miller Financial Services LLC | $889.1K | 22,340 | 0.72% | 7q | -1.1%-$9.9K |
| PFS Partners, LLC | $889.1K | 22,339 | 0.36% | 14q | -0.8%-$7.5K |
| Faithward Advisors, LLC | $838.7K | 21,073 | 0.10% | 5q | +12.5%+$93.3K |
| Archer Investment Corp | $835.2K | 20,984 | 0.08% | 15q | +100.0%+$417.6K |
| Jacobi Capital Management LLC | $801.1K | 20,127 | 0.04% | 9q | -1.1%-$8.8K |
| Valtinson Bruner Financial Planning LLC | $707.0K | 17,765 | 0.18% | 22q | +11.9%+$75.2K |
| Berger Financial Group, Inc | $689.5K | 17,323 | 0.04% | 9q | -19.9%-$171.4K |
| AdvisorNet Financial, Inc | $685.7K | 17,228 | 0.03% | 22q | HELD |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $675.7K | 16,977 | 0.03% | 18q | -1.8%-$12.6K |
| TRUIST FINANCIAL CORP | $654.3K | 16,439 | 0.00% | 9q | -3.9%-$26.7K |
| Straight Path Wealth Management | $621.2K | 15,609 | 0.15% | 13q | +0.5%+$3.1K |
| Keating Financial Advisory Services, Inc. | $615.2K | 15,457 | 0.08% | 3q | +2.5%+$15.0K |
| MML INVESTORS SERVICES, LLC | $590.1K | 14,826 | 0.00% | new | NEW |
| IFP Advisors, Inc | $538.4K | 13,527 | 0.01% | 21q | +102.2%+$272.2K |
| Concurrent Investment Advisors, LLC | $519.5K | 13,054 | 0.00% | 9q | HELD |
| Ameritas Advisory Services, LLC | $517.4K | 13,000 | 0.01% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $509.4K | 12,800 | 0.00% | new | NEW |
| Stratos Wealth Advisors, LLC | $482.5K | 12,124 | 0.03% | 17q | HELD |
| NewEdge Advisors, LLC | $481.0K | 12,086 | 0.00% | 11q | -15.6%-$89.2K |
| Long Island Wealth Management, Inc. | $475.4K | 11,945 | 0.20% | 11q | HELD |
| Forvis Mazars Wealth Advisors, LLC | $455.1K | 11,434 | 0.01% | 17q | -6.1%-$29.4K |
| My Personal CFO, LLC | $440.8K | 11,076 | 0.17% | 3q | HELD |
| Cornerstone Wealth, LLC/TN | $420.1K | 10,563 | 0.21% | 2q | +40.4%+$121.0K |
| Beacon Financial Advisory LLC | $417.1K | 10,481 | 0.08% | 9q | HELD |
| Focus Partners Wealth | $412.5K | 10,365 | 0.00% | 9q | HELD |
| Wealthspire Retirement, LLC | $393.5K | 9,887 | 0.02% | 10q | HELD |
| Visionary Wealth Advisors | $366.2K | 9,202 | 0.01% | 5q | -1.1%-$4.0K |
| BCS Wealth Management | $365.6K | 9,187 | 0.07% | 14q | -0.6%-$2.1K |
| Collaborative Wealth Managment Inc. | $361.5K | 9,082 | 0.15% | 5q | -3.5%-$13.0K |
| Cerity Partners LLC | $349.6K | 8,785 | 0.00% | 2q | HELD |
| Financial Network Wealth Advisors LLC | $343.8K | 8,637 | 0.35% | 11q | HELD |
| Prairie Wealth Advisors, Inc. | $342.5K | 0 | 0.08% | 10q | HELD |
| Advisor OS, LLC | $341.8K | 8,588 | 0.02% | 2q | -3.6%-$12.9K |
| Caliber Wealth Management, LLC / KS | $335.8K | 8,438 | 0.03% | 2q | +48.3%+$109.4K |
| EP Wealth Advisors, LLC | $334.1K | 8,394 | 0.00% | 7q | HELD |
| Vantage Point Financial LLC | $319.5K | 8,027 | 0.10% | 7q | -0.8%-$2.5K |
| Navis Wealth Advisors, LLC | $307.3K | 7,722 | 0.12% | 2q | +18.4%+$47.8K |
| Sigma Planning Corp | $304.7K | 7,655 | 0.01% | 9q | +11.2%+$30.6K |
| Cardinal Point Capital Management ULC | $292.9K | 7,360 | 0.02% | 11q | HELD |
| Brookstone Capital Management | $288.2K | 7,240 | 0.00% | 5q | +12.1%+$31.1K |
| CoreCap Advisors, LLC | $284.4K | 7,145 | 0.01% | 10q | +33.4%+$71.2K |
| Opus Financial Solutions LLC | $243.0K | 6,106 | 0.20% | 3q | HELD |
| Liberty Atlantic Advisors LLC | $237.8K | 5,975 | 0.17% | 3q | HELD |
| GILL CAPITAL PARTNERS, LLC | $235.1K | 5,908 | 0.06% | 9q | HELD |
| Foundations Investment Advisors, LLC | $234.8K | 5,899 | 0.00% | new | NEW |
| WINNACLE WEALTH LLC | $231.8K | 5,823 | 0.16% | 4q | -2.4%-$5.7K |
| World Investment Advisors | $224.8K | 5,707 | 0.00% | 3q | -4.5%-$10.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $221.6K | 5,574 | 0.00% | 12q | -1.2%-$2.7K |
| Creative Planning | $207.6K | 5,217 | 0.00% | new | NEW |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $186.1K | 4,675 | 0.02% | 5q | +315.9%+$141.3K |
| Farther Finance Advisors, LLC | $179.1K | 4,501 | 0.00% | 2q | HELD |
| SIGNATUREFD, LLC | $165.1K | 4,148 | 0.00% | 22q | HELD |
| Continuum Advisory, LLC | $140.5K | 3,529 | 0.01% | new | NEW |
| TrustBank | $138.0K | 3,467 | 0.05% | new | NEW |
| AE Wealth Management LLC | $121.5K | 3,054 | 0.00% | 7q | -8.7%-$11.5K |
| Geneos Wealth Management Inc. | $119.4K | 3,000 | 0.00% | 9q | +100.0%+$59.7K |
| Steward Partners Investment Advisory, LLC | $82.5K | 2,074 | 0.00% | 17q | HELD |
| JPMORGAN CHASE & CO | $78.7K | 1,982 | 0.00% | 4q | +3377.2%+$76.4K |
| Triumph Capital Management | $68.3K | 1,716 | 0.01% | 3q | HELD |
| HARBOUR INVESTMENTS, INC. | $44.9K | 1,128 | 0.00% | 17q | +5.9%+$2.5K |
| Noble Wealth Management PBC | $43.0K | 1,080 | 0.02% | 4q | +730.8%+$37.8K |
| GILPIN WEALTH MANAGEMENT, LLC | $39.8K | 1,000 | 0.03% | 3q | HELD |
| EverSource Wealth Advisors, LLC | $33.6K | 843 | 0.00% | 7q | HELD |
| ASSETMARK, INC | $27.9K | 700 | 0.00% | 2q | HELD |
| Highland Investment Advisors LLC | $20.5K | 515 | 0.01% | new | FIRST |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $12.1K | 305 | 0.00% | 3q | HELD |
| Luminist Capital LLC | $12.1K | 313 | 0.01% | new | NEW |
| MORGAN STANLEY | $10.8K | 272 | 0.00% | 6q | HELD |
| PlanVest Financial, Inc | $9.3K | 234 | 0.01% | 2q | HELD |
| Capital Investment Advisory Services, LLC | $8.4K | 212 | 0.00% | 21q | -58.6%-$11.9K |
Showing the largest 100 of 105 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 101 | $157.0M | 3,937,072 | 9 | 31 | 27 | 0.0% |
| Q1 2026 | 95 | $108.7M | 2,987,908 | 9 | 13 | 36 | 0.0% |
| Q4 2025 | 90 | $106.2M | 3,012,989 | 5 | 9 | 30 | 0.0% |
| Q3 2025 | 92 | $95.0M | 2,776,754 | 10 | 11 | 32 | 0.0% |
| Q2 2025 | 92 | $111.7M | 3,447,979 | 16 | 30 | 21 | 0.0% |
| Q1 2025 | 91 | $111.6M | 3,624,810 | 8 | 18 | 37 | 0.0% |
| Q4 2024 | 93 | $73.1M | 2,234,287 | 8 | 15 | 30 | 0.0% |
| Q3 2024 | 84 | $91.6M | 2,821,438 | 11 | 28 | 23 | 0.0% |
| Q2 2024 | 84 | $87.5M | 2,832,309 | 26 | 33 | 8 | 0.0% |
| Q1 2024 | 65 | $60.1M | 1,931,577 | 4 | 9 | 27 | 0.0% |
| Q4 2023 | 76 | $79.0M | 2,707,407 | 8 | 12 | 27 | 0.0% |
| Q3 2023 | 67 | $91.6M | 3,422,584 | 6 | 11 | 18 | 0.0% |
| Q2 2023 | 75 | $110.4M | 4,007,753 | 28 | 20 | 9 | 0.0% |
| Q1 2023 | 49 | $50.3M | 1,892,013 | 8 | 13 | 17 | 0.0% |
| Q4 2022 | 45 | $44.6M | 1,751,455 | 7 | 7 | 15 | 0.0% |
| Q3 2022 | 48 | $48.7M | 2,016,843 | 4 | 9 | 18 | 0.0% |
| Q2 2022 | 50 | $56.0M | 2,319,991 | 17 | 16 | 11 | 0.0% |
| Q1 2022 | 40 | $37.8M | 1,448,136 | 5 | 11 | 10 | 0.0% |
| Q4 2021 | 47 | $56.4M | 2,046,652 | 8 | 9 | 12 | 0.0% |
| Q3 2021 | 37 | $36.0M | 1,320,316 | 3 | 9 | 7 | 0.0% |
| Q2 2021 | 38 | $38.4M | 1,391,971 | 18 | 13 | 4 | 0.0% |
| Q1 2021 | 24 | $20.8M | 766,044 | 11 | 3 | 4 | 0.0% |
| Q4 2020 | 20 | $15.4M | 573,299 | 7 | 2 | 5 | 0.0% |
| Q3 2020 | 12 | $10.6M | 407,492 | 4 | 2 | 2 | 0.0% |
| Q2 2020 | 11 | $5.7M | 222,527 | 11 | 0 | 0 | 0.0% |