Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / US SML CP PWR ET
-
Number of holders
-
83
-
Total 13F shares, excl. options
-
3,326,722
-
Shares change
-
-611,064
-
Total reported value, excl. options
-
$97,022,291
-
Value change
-
-$17,333,607
-
Number of buys
-
23
-
Number of sells
-
-38
-
Price
-
$29.17
Significant Holders of INNOVATOR ETFS TRUST - US SML CP PWR ET (KAPR) as of Q4 2023
90 filings reported holding KAPR - INNOVATOR ETFS TRUST - US SML CP PWR ET as of Q4 2023.
INNOVATOR ETFS TRUST - US SML CP PWR ET (KAPR) has 83 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,326,722 shares
.
Largest 10 shareholders include COMMONWEALTH EQUITY SERVICES, LLC (475,530 shares), PFS Partners, LLC (414,184 shares), OSAIC HOLDINGS, INC. (181,198 shares), ODonnell Financial Services, LLC (178,812 shares), Valtinson Bruner Financial Planning LLC (162,196 shares), Spectrum Investment Advisors, Inc. (146,416 shares), David R. Rahn & Associates Inc. (121,477 shares), Donald L. Hagan, LLC (112,458 shares), SageView Advisory Group, LLC (101,823 shares), and LINCOLN NATIONAL CORP (79,957 shares).
This table shows the top 83 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.