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Innovator U.S. Equity Buffer ETF - August (BAUG) Institutional Ownership

$46.39 +3.87 (+9.11%)
As of 07/3/2025 01:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Buffer ETF - August (BATS:BAUG)

Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$63.91M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$23.50M
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BAUG Institutional Buying and Selling by Quarter

Innovator U.S. Equity Buffer ETF - August Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/10/2025Compass Financial Services Inc1,034$44K0.0%N/A0.029%
5/15/2025OLD Mission Capital LLC20,880$886K0.0%N/A0.572%
5/14/2025CreativeOne Wealth LLC24,346$1.03M0.0%-1.1%0.624%
5/14/2025Kestra Advisory Services LLC62,402$2.65M0.0%-48.8%1.600%
5/13/2025Raymond James Financial Inc.105,128$4.46M0.0%-0.6%2.696%
5/13/2025HighTower Advisors LLC84,186$3.57M0.0%-1.0%2.159%
5/9/2025Chicago Partners Investment Group LLC7,710$328K0.0%-24.1%0.198%
5/9/2025WealthShield Partners LLC11,801$501K0.1%+43.9%0.303%
5/8/2025Harbour Investments Inc.7,006$297K0.0%-10.3%0.180%
5/7/2025LPL Financial LLC54,618$2.32M0.0%+75.6%1.400%
5/6/2025Cetera Investment Advisers37,252$1.58M0.0%-23.9%0.955%
5/6/2025PFG Advisors5,954$253K0.0%-23.0%0.153%
5/5/2025IFP Advisors Inc6,558$278K0.0%-5.2%0.168%
5/2/2025Sigma Planning Corp13,326$566K0.0%-5.8%0.342%
5/1/2025Crosspoint Financial LLC8,660$368K1.1%N/A0.222%
4/30/2025Cerity Partners LLC105,954$4.50M0.0%-4.8%2.717%
4/30/2025Trek Financial LLC18,667$792K0.1%-26.4%0.479%
4/29/2025Envestnet Asset Management Inc.40,771$1.73M0.0%-24.2%1.045%
4/29/2025Penserra Capital Management LLC408,985$17.36M0.3%+17.2%10.487%
4/29/2025World Investment Advisors26,358$1.12M0.0%-0.9%0.676%
4/22/2025Cambridge Investment Research Advisors Inc.55,754$2.37M0.0%-4.5%1.430%
4/18/2025DHJJ Financial Advisors Ltd.19,196$815K0.3%-4.5%0.488%
4/17/2025Janney Montgomery Scott LLC261,886$11.12M0.0%+643.0%6.664%
4/16/2025CRA Financial Services LLC11,639$494K0.1%-19.2%0.296%
4/16/2025Wealth Enhancement Advisory Services LLC8,038$341K0.0%+6.6%0.205%
4/14/2025BCS Wealth Management14,868$631K0.2%-11.8%0.378%
4/10/2025Diligent Investors LLC56,867$2.41M0.6%-14.1%1.447%
4/10/2025Secure Asset Management LLC8,551$363K0.1%-15.9%0.218%
4/9/2025Buska Wealth Management LLC31,912$1.36M0.4%-7.5%0.812%
4/9/2025RFG Advisory LLC11,086$471K0.0%-4.5%0.282%
4/9/2025Fragasso Financial Advisors Inc22,921$973K0.1%-1.3%0.583%
3/17/2025Wealth Enhancement Advisory Services LLC7,538$329K0.0%N/A0.191%
3/4/2025Buska Wealth Management LLC34,505$1.50M0.5%-21.1%0.938%
2/17/2025Wolverine Trading LLC7,612$333K0.0%N/A0.182%
2/17/2025CoreCap Advisors LLC24,045$1.05M0.0%-33.9%0.575%
2/17/2025Cetera Investment Advisers48,956$2.13M0.0%-17.1%1.171%
2/17/2025Chapman Financial Group LLC35,545$1.55M1.2%N/A0.850%
2/14/2025Jane Street Group LLC4,628$202K0.0%N/A0.111%
2/14/2025Bellwether Advisors LLC2,847$124K0.0%N/A0.068%
2/14/2025Beacon Pointe Advisors LLC40,682$1.77M0.0%+0.9%0.973%
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2/14/2025IHT Wealth Management LLC8,959$390K0.0%+9.7%0.214%
2/13/2025CreativeOne Wealth LLC24,615$1.07M0.0%+47.1%0.589%
2/13/2025Barclays PLC3,338$145K0.0%N/A0.080%
2/13/2025Raymond James Financial Inc.105,774$4.61M0.0%N/A2.530%
2/13/2025Cerity Partners LLC111,287$4.85M0.0%+0.9%2.662%
2/13/2025Trek Financial LLC25,379$1.11M0.1%-2.3%0.607%
2/13/2025Envestnet Asset Management Inc.53,753$2.34M0.0%-12.1%1.286%
2/13/2025Wells Fargo & Company MN1,700$74K0.0%N/A0.041%
2/12/2025World Investment Advisors26,605$1.16M0.0%-12.3%0.636%
2/12/2025JPMorgan Chase & Co.1,304$57K0.0%-69.1%0.031%
2/11/2025LPL Financial LLC31,095$1.36M0.0%+4.6%0.744%
2/10/2025IMG Wealth Management Inc.6,684$291K0.3%N/A0.160%
2/10/2025GWN Securities Inc.6,588$287K0.1%N/A0.158%
2/10/2025Harbour Investments Inc.7,807$340K0.0%-6.1%0.187%
2/10/2025Commonwealth Equity Services LLC231,144$10.07M0.0%-8.8%5.530%
2/7/2025PFG Advisors7,728$337K0.0%-6.1%0.185%
2/7/2025HighTower Advisors LLC85,046$3.71M0.0%-1.2%2.035%
2/6/2025Raymond James Financial Inc.105,774$4.61M0.0%N/A2.530%
2/6/2025Steward Partners Investment Advisory LLC13,176$574K0.0%-5.7%0.315%
2/5/2025Siligmueller & Norvid Wealth Advisors LLC12,850$560K0.2%N/A0.307%
2/4/2025WealthShield Partners LLC8,201$357K0.1%-30.5%0.196%
1/30/2025Principal Securities Inc.12,419$541K0.0%-3.3%0.297%
1/27/2025Berkshire Money Management Inc.11,686$509K0.1%-7.0%0.280%
1/23/2025FSA Advisors Inc.27,069$1.16M1.4%-1.7%0.648%
1/22/2025Foundations Investment Advisors LLC12,767$556K0.0%-27.5%0.305%
1/21/2025RFG Advisory LLC11,608$506K0.0%-62.0%0.278%
1/14/2025Outlook Wealth Advisors LLC11,788$514K0.1%-2.7%0.282%
1/14/2025PCA Investment Advisory Services Inc.9,437$411K0.2%-9.6%0.226%
1/13/2025Fragasso Financial Advisors Inc23,220$1.01M0.1%-38.2%0.556%
1/13/2025Brookstone Capital Management474,240$20.67M0.3%+22.0%11.345%
12/26/2024JPMorgan Chase & Co.4,218$180K0.0%N/A0.101%
11/25/2024World Investment Advisors LLC30,335$1.30M0.0%N/A0.726%
11/18/2024Sunbelt Securities Inc.22,016$942K0.1%-3.8%0.527%
11/15/2024MML Investors Services LLC20,150$862K0.0%+50.6%0.482%
11/15/2024Orion Portfolio Solutions LLC6,464$277K0.0%N/A0.155%
11/15/2024HighTower Advisors LLC86,087$3.68M0.0%+27.3%2.059%
11/14/2024Tradition Wealth Management LLC6,506$278K0.0%N/A0.156%
11/14/2024CreativeOne Wealth LLC16,731$716K0.0%+62.8%0.400%
11/13/2024Townsquare Capital LLC4,742$203K0.0%-41.6%0.113%
11/12/2024Penserra Capital Management LLC313,574$13.41M0.3%+26.1%7.502%
11/12/2024Cerity Partners LLC110,325$4.72M0.0%+1,061.3%2.639%
11/4/2024Sigma Planning Corp14,098$603K0.0%+7.4%0.337%
10/30/2024Beacon Financial Advisory LLC26,571$1.14M0.4%-2.1%0.636%
10/29/2024Janney Montgomery Scott LLC35,365$1.51M0.0%-5.9%0.846%
10/29/2024Chicago Partners Investment Group LLC10,157$436K0.0%-2.5%0.243%
10/28/2024Gladstone Institutional Advisory LLC8,176$350K0.0%N/A0.196%
10/25/2024Strategic Blueprint LLC14,758$631K0.0%+43.8%0.353%
10/24/2024FSA Advisors Inc.27,529$1.18M1.2%+13.6%0.659%
10/23/2024Outlook Wealth Advisors LLC12,112$518K0.1%-2.0%0.290%
10/22/2024DHJJ Financial Advisors Ltd.20,091$859K0.3%+5.4%0.481%
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10/22/2024Chris Bulman Inc8,219$352K0.2%+329.0%0.197%
10/21/2024Foundations Investment Advisors LLC17,608$753K0.0%+32.6%0.421%
10/18/2024Crosspoint Financial LLC8,860$379K1.3%N/A0.212%
10/18/2024Raymond James & Associates55,359$2.37M0.0%+289.9%1.324%
10/17/2024BCS Wealth Management17,081$731K0.3%-27.9%0.409%
10/17/2024Berkshire Money Management Inc.12,559$537K0.1%-6.4%0.300%
10/16/2024Secure Asset Management LLC10,170$435K0.1%+6.2%0.243%
10/10/2024CRA Financial Services LLC14,404$616K0.1%-11.1%0.345%
10/8/2024Daymark Wealth Partners LLC4,945$212K0.0%N/A0.118%
10/8/2024Brookstone Capital Management388,724$16.63M0.2%+2,135.6%9.300%
(Data available from 1/1/2016 forward)

BAUG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BAUG shares?

During the previous two years, 105 institutional investors and hedge funds held shares of Innovator U.S. Equity Buffer ETF - August. The most heavily invested institutionals were Brookstone Capital Management ($20.67M), Penserra Capital Management LLC ($17.36M), Acute Investment Advisory LLC ($13.12M), Janney Montgomery Scott LLC ($11.12M), Commonwealth Equity Services LLC ($10.07M), Personal CFO Solutions LLC ($9.79M), and Truist Financial Corp ($6.33M).Learn more on Innovator U.S. Equity Buffer ETF - August's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity Buffer ETF - August's stock?

Of the 86 institutional investors that purchased Innovator U.S. Equity Buffer ETF - August's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gradient Investments LLC ($675.67K), Brookstone Capital Management ($573.20K), SageView Advisory Group LLC ($456.80K), AE Wealth Management LLC ($452.50K), Acute Investment Advisory LLC ($390.91K), Janney Montgomery Scott LLC ($279.54K), and Personal CFO Solutions LLC ($273.90K).

How much institutional buying is happening at Innovator U.S. Equity Buffer ETF - August?

Institutional investors have bought a total of 1,490,230 shares in the last 24 months. This purchase volume represents approximately $63.91M in transactions.

Which of Innovator U.S. Equity Buffer ETF - August's major shareholders have been selling company stock?

Of the 46 institutional investors that sold Innovator U.S. Equity Buffer ETF - August's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($237.16K), Kestra Advisory Services LLC ($59.40K), Commonwealth Equity Services LLC ($31.85K), Cetera Investment Advisers ($28.32K), RFG Advisory LLC ($26.50K), Envestnet Asset Management Inc. ($20.38K), and Fragasso Financial Advisors Inc ($15.19K).

How much institutional selling is happening at Innovator U.S. Equity Buffer ETF - August?

Institutional investors have sold a total of 563,524 shares in the last 24 months. This volume of shares sold represents approximately $23.50M in transactions.


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This page (BATS:BAUG) was last updated on 7/7/2025 by MarketBeat.com Staff
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