Go Pro

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

$55.53 -0.05 (-0.09%)
As of 12:46 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$55.38M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$38.25M
Get BAUG Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator U.S. Equity Buffer ETF - August stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
7/10/2026 Buska Wealth Management LLC12,440$667K0.2%-11.1%0.355%
5/19/2026GTS Financial LLC5,056$247K0.2%N/A0.144%
5/13/2026 Cetera Investment Advisers50,761$2.48M0.0%-7.9%1.450%
5/6/2026FSA Advisors Inc.26,379$1.29M0.8%-2.1%0.754%
4/30/2026 Kestra Advisory Services LLC133,439$6.52M0.0%+75.0%3.813%
4/27/2026World Investment Advisors21,628$1.06M0.0%-9.6%0.618%
4/22/2026 Janney Montgomery Scott LLC32,438$1.59M0.0%-0.8%0.927%
4/18/2026 BCS Wealth Management16,718$817K0.2%-50.3%0.478%
4/17/2026 Outlook Wealth Advisors LLC9,372$458K0.1%-20.1%0.268%
4/17/2026 Brookstone Capital Management45,776$2.24M0.0%-92.4%1.308%
3/17/2026Rockefeller Capital Management L.P.13,317$666K0.0%+2.3%0.380%
3/13/2026World Investment Advisors23,920$1.20M0.0%+8.1%0.683%
3/3/2026 NWF Advisory Services Inc.5,076$254K0.0%-71.4%0.145%
2/19/2026 BFI Wealth Solutions LLC6,000$300K0.3%N/A0.171%
2/18/2026 Mercer Global Advisors Inc. ADV4,810$241K0.0%+16.4%0.137%
2/18/2026Beacon Pointe Advisors LLC44,295$2.22M0.0%+16.3%1.266%
2/18/2026OLD Mission Capital LLC38,899$1.95M0.0%+14.9%1.111%
2/17/2026 Cetera Investment Advisers55,114$2.76M0.0%-5.9%1.575%
2/17/2026Osaic Holdings Inc.236,945$11.86M0.0%-1.4%6.770%
2/17/2026 Rothschild Wealth LLC4,050$203K0.0%N/A0.116%
2/17/2026 Beacon Financial Advisory LLC27,071$1.36M0.3%+14.2%0.773%
2/16/2026 Share Andrew L.5,976$299K0.2%-23.1%0.171%
2/16/2026 MML Investors Services LLC23,727$1.19M0.0%+10.4%0.678%
2/16/2026Motiv8 Investments LLC1,672$84K0.0%N/A0.048%
2/16/2026 Arax Advisory Partners12,759$638K0.0%N/A0.365%
2/13/2026 Kestra Advisory Services LLC76,234$3.82M0.0%+0.9%2.178%
2/13/2026 Arkadios Wealth Advisors20,490$1.03M0.0%+5.9%0.585%
2/12/2026 TopTier Wealth Management LLC41,730$2.09M1.4%N/A1.192%
2/12/2026 Commonwealth Equity Services LLC200,924$10.05M0.0%-12.4%5.741%
2/12/2026Steward Partners Investment Advisory LLC16,422$822K0.0%-2.5%0.469%
2/12/2026 Principal Securities Inc.13,395$670K0.0%-3.1%0.383%
2/11/2026 Janney Montgomery Scott LLC32,688$1.64M0.0%-4.7%0.934%
2/11/2026 Fortune Financial Group Inc.10,060$503K0.5%N/A0.287%
2/11/2026 GWN Securities Inc.19,160$959K0.2%+19.2%0.547%
2/11/2026Cerity Partners LLC133,106$6.66M0.0%-0.8%3.803%
2/11/2026 LPL Financial LLC48,842$2.44M0.0%-0.9%1.395%
2/10/2026 Lido Advisors LLC10,662$534K0.0%N/A0.305%
2/10/2026COFG Advisors LLC20,606$1.03M0.3%N/A0.589%
2/10/2026 Rothschild Wealth LLC4,050$203K0.0%N/A0.116%
2/10/2026 Impact Partnership Wealth LLC7,497$375K0.0%-5.1%0.214%
The cat is out the bag (Ad)

Almost 80,000 tech jobs vanished in the first three months of 2026. Meta cut 14,000 roles, Microsoft offered separation packages to 8,500 workers, and Oracle is reportedly eliminating up to 30,000 positions. Goldman Sachs estimates 12,400 Americans are being financially displaced every single day. Analyst Porter Stansberry says the real driver runs deeper than AI - and two Nobel Prize winners have issued the same warning. He calls it the Final Displacement, and he's releasing a full investigation with specific companies to buy and sell before the next wave hits.tc pixel

Watch Porter Stansberry's full investigation into the Final Displacement now
2/10/2026Foundations Investment Advisors LLC17,409$871K0.0%-4.9%0.497%
2/9/2026 Blue Bell Private Wealth Management LLC32,724$1.64M0.2%-2.0%0.935%
2/9/2026 Harbour Investments Inc.3,989$200K0.0%-43.6%0.114%
2/6/2026 IFP Advisors Inc7,086$355K0.0%-7.1%0.202%
2/6/2026 HighTower Advisors LLC87,234$4.37M0.0%+2.1%2.492%
2/5/2026 IMG Wealth Management Inc.5,893$295K0.2%-11.2%0.168%
2/5/2026 Crosspoint Financial LLC6,548$328K0.8%-23.4%0.187%
2/4/2026World Investment Advisors23,920$1.11M0.0%+8.1%0.683%
2/2/2026 Truist Financial Corp5,175$259K0.0%-9.6%0.148%
2/2/2026 AlphaStar Capital Management LLC9,629$482K0.0%N/A0.275%
1/30/2026 Strategic Blueprint LLC14,167$709K0.0%-2.0%0.405%
1/27/2026 PFG Advisors5,172$259K0.0%-33.4%0.148%
1/27/2026 Berkshire Money Management Inc.10,801$540K0.1%-7.5%0.309%
1/26/2026 BCS Wealth Management33,636$1.68M0.2%+97.6%0.961%
1/23/2026 Pinnacle Wealth Management Group Inc.8,850$443K0.2%-6.3%0.253%
1/23/2026 Diligent Investors LLC54,666$2.74M0.7%-5.3%1.562%
1/22/2026 Buska Wealth Management LLC17,966$899K0.3%-12.2%0.513%
1/15/2026 My Personal CFO LLC5,140$257K0.1%N/A0.147%
1/15/2026 Brookstone Capital Management603,489$30.20M0.3%+6.0%17.243%
1/14/2026 Chris Bulman Inc17,743$888K0.4%+7.9%0.507%
1/13/2026 CoreCap Advisors LLC21,419$1.07M0.0%-19.0%0.612%
11/19/2025 First Commonwealth Financial Corp PA14,236$697K0.1%+126.7%0.407%
11/19/2025Sunbelt Securities Inc.3,406$167K0.0%-84.5%0.097%
11/18/2025 Advisory Services Network LLC4,617$226K0.0%N/A0.132%
11/17/2025Susquehanna International Group LLP12,053$590K0.0%-44.0%0.344%
11/17/2025 Mercer Global Advisors Inc. ADV4,134$203K0.0%N/A0.118%
11/14/2025Raymond James Financial Inc.134,465$6.59M0.0%+25.4%3.842%
11/14/2025 Diligent Investors LLC57,700$2.83M0.7%+2.4%1.649%
11/13/2025 PFG Advisors7,770$381K0.0%+67.6%0.222%
11/13/2025CreativeOne Wealth LLC20,818$1.02M0.0%-12.7%0.595%
11/12/2025 Chapman Financial Group LLC33,992$1.67M1.2%-4.4%0.971%
11/12/2025Orion Porfolio Solutions LLC5,501$269K0.0%-17.3%0.157%
11/12/2025FSA Advisors Inc.26,882$1.32M1.0%+0.9%0.768%
11/12/2025 Bright Futures Wealth Management LLC.12,573$616K0.5%N/A0.359%
11/12/2025 Buska Wealth Management LLC20,473$1.00M0.3%-17.5%0.585%
11/12/2025 Weaver Consulting Group18,722$917K0.2%+69.0%0.535%
11/7/2025 HighTower Advisors LLC85,441$4.19M0.0%+26.4%2.441%
11/6/2025 Lantz Financial LLC25,673$1.26M0.3%+50.5%0.734%
11/5/2025 Envestnet Asset Management Inc.62,002$3.04M0.0%+58.8%1.771%
11/4/2025Penserra Capital Management LLC386,043$18.91M0.2%+1.2%11.030%
11/3/2025 Impact Partnership Wealth LLC7,899$387K0.1%N/A0.226%
11/3/2025Foundations Investment Advisors LLC18,309$897K0.0%+73.2%0.523%
11/3/2025 AE Wealth Management LLC6,562$321K0.0%+52.4%0.187%
11/3/2025 Corrado Advisors LLC7,658$375K0.2%N/A0.219%
10/31/2025 NWF Advisory Services Inc.17,755$870K0.1%N/A0.507%
10/31/2025 BAM Wealth Management LLC4,107$201K0.2%N/A0.117%
10/31/2025Trek Financial LLC18,593$911K0.1%+6.0%0.531%
10/29/2025 Arkadios Wealth Advisors19,347$948K0.0%N/A0.553%
10/29/2025 Wealth Enhancement Advisory Services LLC9,526$467K0.0%+18.5%0.272%
10/29/2025 Beacon Financial Advisory LLC23,706$1.16M0.3%-2.3%0.677%
These gold assets are priced for $1,800 gold [it's over $4,000] (Ad)

Gold's major miners are generating record free cash flow, with margins as high as 75 percent even after gold's pullback from highs above 4000 an ounce. Yet top junior mining assets remain priced as if gold were still stuck near 1800 an ounce, a gap analyst Garrett Goggin calls the Golden Anomaly. With record cash on hand, majors may soon be forced to buy juniors to secure future production.tc pixel

See the junior gold assets majors may target next
10/27/2025 GWN Securities Inc.16,069$790K0.2%N/A0.459%
10/27/2025 Financial Network Wealth Advisors LLC1,876$92K0.1%+60.5%0.054%
10/24/2025 MGO One Seven LLC9,943$487K0.0%+14.6%0.284%
10/23/2025 Evolution Wealth Management Inc.1,235$61K0.1%+1,272.2%0.035%
10/23/2025 Spire Wealth Management2,642$129K0.0%-51.0%0.075%
10/23/2025 Integral Investment Advisors Inc.31,432$1.54M0.4%+31.8%0.898%
10/22/2025 CoreCap Advisors LLC26,453$1.30M0.0%+23.1%0.756%
10/22/2025 BCS Wealth Management17,019$834K0.2%+24.2%0.486%
10/22/2025Stuart Chaussee & Associates Inc.10,730$526K0.1%-9.1%0.307%
10/22/2025 Blue Bell Private Wealth Management LLC33,408$1.64M0.2%-2.2%0.955%


BAUG Institutional Ownership - Frequently Asked Questions

During the previous two years, 112 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 ($18.91M), Osaic Holdings Inc. ($11.86M), Commonwealth Equity Services LLC ($10.05M), Cerity Partners LLC ($6.66M), Raymond James Financial Inc. ($6.59M), Kestra Advisory Services LLC ($6.52M), and HighTower Advisors LLC ($4.37M).Learn more on Innovator U.S. Equity Buffer ETF - August's institutional investors.

Of the 89 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: Brookstone Capital Management ($1.05M), Raymond James Financial Inc. ($240.89K), Janney Montgomery Scott LLC ($226.64K), Penserra Capital Management LLC ($129.46K), Cerity Partners LLC ($108.81K), Chapman Financial Group LLC ($71.09K), and Kestra Advisory Services LLC ($57.86K).

Institutional investors have bought a total of 1,129,075 shares in the last 24 months. This purchase volume represents approximately $55.38M in transactions.

Of the 40 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 ($557.71K), Osaic Holdings Inc. ($69.05K), Commonwealth Equity Services LLC ($38.95K), Sunbelt Securities Inc. ($18.61K), BCS Wealth Management ($16.92K), NWF Advisory Services Inc. ($12.68K), and Susquehanna International Group LLP ($9.46K).

Institutional investors have sold a total of 784,813 shares in the last 24 months. This volume of shares sold represents approximately $38.25M in transactions.



Institutional ownership data for BATS:BAUG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
From Our Partners