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

$47.75 +0.64 (+1.35%)
As of 08/15/2025 03:52 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Buffer ETF - August (BATS:BAUG)

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$66.60M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$24.81M
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BAUG Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025Chapman Financial Group LLC35,545$1.64M1.4%N/A1.016%
8/15/2025 MML Investors Services LLC15,689$722K0.0%-8.8%0.448%
8/15/2025 Acas LLC4,335$208K0.1%N/A0.124%
8/14/2025 Raymond James Financial Inc.107,235$4.94M0.0%+2.0%3.064%
8/14/2025 Cerity Partners LLC112,978$5.20M0.0%+6.6%3.228%
8/13/2025 EverSource Wealth Advisors LLC12,407$571K0.0%-5.0%0.354%
8/13/2025 Trek Financial LLC17,538$807K0.1%-6.0%0.501%
8/13/2025 Beacon Pointe Advisors LLC39,876$1.84M0.0%-1.6%1.139%
8/12/2025 CreativeOne Wealth LLC23,843$1.10M0.0%-2.1%0.681%
8/12/2025 JPMorgan Chase & Co.4,149$191K0.0%-51.4%0.119%
8/8/2025 Cetera Investment Advisers46,225$2.13M0.0%+24.1%1.321%
8/8/2025 Foundations Investment Advisors LLC10,574$487K0.0%-18.0%0.302%
8/7/2025 PFG Advisors4,636$213K0.0%-22.1%0.132%
8/6/2025 AE Wealth Management LLC4,307$198K0.0%-4.9%0.123%
8/6/2025 Penserra Capital Management LLC381,429$17.55M0.2%-6.7%10.898%
8/5/2025 Sigma Planning Corp13,037$600K0.0%-2.2%0.372%
8/4/2025 World Investment Advisors22,125$1.02M0.0%-16.1%0.632%
8/1/2025 Stuart Chaussee & Associates Inc.11,806$543K0.1%N/A0.337%
8/1/2025 FSA Advisors Inc.26,639$1.23M1.0%-1.5%0.761%
8/1/2025 Envestnet Asset Management Inc.39,039$1.80M0.0%-4.2%1.115%
7/31/2025 Curio Wealth LLC636$29K0.0%N/A0.018%
7/30/2025 Brookstone Capital Management14,748$679K0.0%-8.8%0.421%
7/25/2025 MGO One Seven LLC8,680$399K0.0%N/A0.248%
7/24/2025 IFP Advisors Inc7,586$349K0.0%+15.7%0.217%
7/22/2025 Beacon Financial Advisory LLC24,256$1.12M0.3%-8.7%0.693%
7/22/2025 Diligent Investors LLC56,350$2.59M0.6%-0.9%1.610%
7/18/2025 Truist Financial Corp5,725$263K0.0%N/A0.164%
7/17/2025 Janney Montgomery Scott LLC34,323$1.58M0.0%-86.9%0.981%
7/15/2025 BCS Wealth Management13,701$631K0.1%-7.8%0.391%
7/14/2025 Buska Wealth Management LLC24,820$1.14M0.3%-22.2%0.709%
7/14/2025 Sowell Financial Services LLC4,624$213K0.0%N/A0.132%
7/10/2025 Oliver Lagore Vanvalin Investment Group865$37K0.0%N/A0.025%
7/10/2025 Secure Asset Management LLC8,026$369K0.1%-6.1%0.229%
6/10/2025 Compass Financial Services Inc1,034$44K0.0%N/A0.029%
5/15/2025 OLD Mission Capital LLC20,880$886K0.0%N/A0.572%
5/14/2025 CreativeOne Wealth LLC24,346$1.03M0.0%-1.1%0.624%
5/14/2025Kestra Advisory Services LLC62,402$2.65M0.0%-48.8%1.600%
5/13/2025 Raymond James Financial Inc.105,128$4.46M0.0%-0.6%2.696%
5/13/2025 HighTower Advisors LLC84,186$3.57M0.0%-1.0%2.159%
5/9/2025 Chicago Partners Investment Group LLC7,710$328K0.0%-24.1%0.198%
When the levee breaks (Ad)

The U.S. Treasury just confirmed it plans to borrow $1.01 trillion this quarter—nearly double what was projected. According to Porter Stansberry, this is panic-level borrowing… and a clear sign we’re nearing America’s financial breaking point. In his latest emergency briefing, Porter outlines why the cracks in our system are widening fast—and how Trump’s policies may be accelerating the collapse. More importantly, he reveals three moves you can make now to protect and potentially grow your wealth before the levee breaks.

Click here to watch the urgent broadcast and get ahead of what’s coming.
5/9/2025 WealthShield Partners LLC11,801$501K0.1%+43.9%0.303%
5/8/2025 Harbour Investments Inc.7,006$297K0.0%-10.3%0.180%
5/7/2025 LPL Financial LLC54,618$2.32M0.0%+75.6%1.400%
5/6/2025 Cetera Investment Advisers37,252$1.58M0.0%-23.9%0.955%
5/6/2025 PFG Advisors5,954$253K0.0%-23.0%0.153%
5/5/2025 IFP Advisors Inc6,558$278K0.0%-5.2%0.168%
5/2/2025 Sigma Planning Corp13,326$566K0.0%-5.8%0.342%
5/1/2025 Crosspoint Financial LLC8,660$368K1.1%N/A0.222%
4/30/2025 Cerity Partners LLC105,954$4.50M0.0%-4.8%2.717%
4/30/2025 Trek Financial LLC18,667$792K0.1%-26.4%0.479%
4/29/2025 Envestnet Asset Management Inc.40,771$1.73M0.0%-24.2%1.045%
4/29/2025 Penserra Capital Management LLC408,985$17.36M0.3%+17.2%10.487%
4/29/2025 World Investment Advisors26,358$1.12M0.0%-0.9%0.676%
4/22/2025 Cambridge Investment Research Advisors Inc.55,754$2.37M0.0%-4.5%1.430%
4/18/2025 DHJJ Financial Advisors Ltd.19,196$815K0.3%-4.5%0.488%
4/17/2025 Janney Montgomery Scott LLC261,886$11.12M0.0%+643.0%6.664%
4/16/2025 CRA Financial Services LLC11,639$494K0.1%-19.2%0.296%
4/16/2025 Wealth Enhancement Advisory Services LLC8,038$341K0.0%+6.6%0.205%
4/14/2025 BCS Wealth Management14,868$631K0.2%-11.8%0.378%
4/10/2025 Diligent Investors LLC56,867$2.41M0.6%-14.1%1.447%
4/10/2025 Secure Asset Management LLC8,551$363K0.1%-15.9%0.218%
4/9/2025 Buska Wealth Management LLC31,912$1.36M0.4%-7.5%0.812%
4/9/2025 RFG Advisory LLC11,086$471K0.0%-4.5%0.282%
4/9/2025 Fragasso Financial Advisors Inc22,921$973K0.1%-1.3%0.583%
3/17/2025 Wealth Enhancement Advisory Services LLC7,538$329K0.0%N/A0.191%
3/4/2025 Buska Wealth Management LLC34,505$1.50M0.5%-21.1%0.938%
2/17/2025Wolverine Trading LLC7,612$333K0.0%N/A0.182%
2/17/2025 CoreCap Advisors LLC24,045$1.05M0.0%-33.9%0.575%
2/17/2025 Cetera Investment Advisers48,956$2.13M0.0%-17.1%1.171%
2/17/2025Chapman Financial Group LLC35,545$1.55M1.2%N/A0.850%
2/14/2025 Jane Street Group LLC4,628$202K0.0%N/A0.111%
2/14/2025 Bellwether Advisors LLC2,847$124K0.0%N/A0.068%
2/14/2025 Beacon Pointe Advisors LLC40,682$1.77M0.0%+0.9%0.973%
2/14/2025 IHT Wealth Management LLC8,959$390K0.0%+9.7%0.214%
2/13/2025 CreativeOne Wealth LLC24,615$1.07M0.0%+47.1%0.589%
2/13/2025 Barclays PLC3,338$145K0.0%N/A0.080%
2/13/2025 Raymond James Financial Inc.105,774$4.61M0.0%N/A2.530%
2/13/2025 Cerity Partners LLC111,287$4.85M0.0%+0.9%2.662%
2/13/2025 Trek Financial LLC25,379$1.11M0.1%-2.3%0.607%
2/13/2025 Envestnet Asset Management Inc.53,753$2.34M0.0%-12.1%1.286%
2/13/2025 Wells Fargo & Company MN1,700$74K0.0%N/A0.041%
2/12/2025 World Investment Advisors26,605$1.16M0.0%-12.3%0.636%
2/12/2025 JPMorgan Chase & Co.1,304$57K0.0%-69.1%0.031%
2/11/2025 LPL Financial LLC31,095$1.36M0.0%+4.6%0.744%
2/10/2025 IMG Wealth Management Inc.6,684$291K0.3%N/A0.160%
2/10/2025 GWN Securities Inc.6,588$287K0.1%N/A0.158%
2/10/2025 Harbour Investments Inc.7,807$340K0.0%-6.1%0.187%
2/10/2025 Commonwealth Equity Services LLC231,144$10.07M0.0%-8.8%5.530%
2/7/2025 PFG Advisors7,728$337K0.0%-6.1%0.185%
2/7/2025 HighTower Advisors LLC85,046$3.71M0.0%-1.2%2.035%
When the levee breaks (Ad)

The U.S. Treasury just confirmed it plans to borrow $1.01 trillion this quarter—nearly double what was projected. According to Porter Stansberry, this is panic-level borrowing… and a clear sign we’re nearing America’s financial breaking point. In his latest emergency briefing, Porter outlines why the cracks in our system are widening fast—and how Trump’s policies may be accelerating the collapse. More importantly, he reveals three moves you can make now to protect and potentially grow your wealth before the levee breaks.

Click here to watch the urgent broadcast and get ahead of what’s coming.
2/6/2025 Raymond James Financial Inc.105,774$4.61M0.0%N/A2.530%
2/6/2025 Steward Partners Investment Advisory LLC13,176$574K0.0%-5.7%0.315%
2/5/2025 Siligmueller & Norvid Wealth Advisors LLC12,850$560K0.2%N/A0.307%
2/4/2025 WealthShield Partners LLC8,201$357K0.1%-30.5%0.196%
1/30/2025 Principal Securities Inc.12,419$541K0.0%-3.3%0.297%
1/27/2025 Berkshire Money Management Inc.11,686$509K0.1%-7.0%0.280%
1/23/2025 FSA Advisors Inc.27,069$1.16M1.4%-1.7%0.648%
1/22/2025 Foundations Investment Advisors LLC12,767$556K0.0%-27.5%0.305%
1/21/2025 RFG Advisory LLC11,608$506K0.0%-62.0%0.278%
1/14/2025 Outlook Wealth Advisors LLC11,788$514K0.1%-2.7%0.282%
(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, 103 institutional investors and hedge funds held shares of Innovator U.S. Equity Buffer ETF - August. The most heavily invested institutionals were Penserra Capital Management LLC ($17.55M), Commonwealth Equity Services LLC ($10.07M), Personal CFO Solutions LLC ($9.79M), Cerity Partners LLC ($5.20M), Raymond James Financial Inc. ($4.94M), HighTower Advisors LLC ($3.57M), and Kestra Advisory Services LLC ($2.65M).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 87 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 ($558.63K), SageView Advisory Group LLC ($444.47K), Janney Montgomery Scott LLC ($279.54K), Personal CFO Solutions LLC ($273.90K), Raymond James Financial Inc. ($213.66K), and Penserra Capital Management LLC ($168.42K).

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

Institutional investors have bought a total of 1,544,485 shares in the last 24 months. This purchase volume represents approximately $66.60M 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: Janney Montgomery Scott LLC ($229.78K), Kestra Advisory Services LLC ($59.40K), Cetera Investment Advisers ($28.32K), Penserra Capital Management LLC ($27.56K), Commonwealth Equity Services LLC ($22.27K), Envestnet Asset Management Inc. ($22.11K), and RFG Advisory LLC ($19.43K).

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

Institutional investors have sold a total of 557,937 shares in the last 24 months. This volume of shares sold represents approximately $24.81M in transactions.



This page (BATS:BAUG) was last updated on 8/16/2025 by MarketBeat.com Staff
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