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

$38.10
+0.34 (+0.90%)
(As of 04/26/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$126.14M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$76.02M
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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
4/25/2024 Cambridge Investment Research Advisors Inc.61,986$2.41M0.0%-34.9%1.465%
4/24/2024 Pinnacle Wealth Management Group Inc.11,450$445K0.3%-10.9%0.271%
4/24/2024 Blue Bell Private Wealth Management LLC35,814$1.39M0.3%-2.2%0.847%
4/23/2024 Nations Financial Group Inc. IA ADV5,520$215K0.0%N/A0.130%
4/23/2024 Gradient Investments LLC1,793$70K0.0%-99.7%0.042%
4/23/2024 Raymond James Financial Services Advisors Inc.47,898$1.86M0.0%-49.4%1.132%
4/17/2024 CRA Financial Services LLC18,704$727K0.2%-7.4%0.442%
4/15/2024 Brookstone Capital Management254,549$9.89M0.2%+6.2%6.494%
4/15/2024 Sunbelt Securities Inc.22,876$889K0.1%-12.3%0.584%
4/11/2024 DHJJ Financial Advisors Ltd.24,039$934K0.4%-2.1%0.613%
4/11/2024 RFG Advisory LLC32,627$1.27M0.0%+43.6%0.832%
4/10/2024 Fragasso Group Inc.34,670$1.35M0.1%-2.2%0.884%
4/10/2024 BCS Wealth Management26,453$1.03M0.3%-15.1%0.675%
4/10/2024 Lantz Financial LLC13,921$541K0.2%-10.0%0.355%
3/15/2024B. Riley Wealth Advisors Inc.6,554$236K0.0%-51.5%0.167%
2/23/2024Chicago Partners Investment Group LLC12,642$462K0.0%+20.8%0.323%
2/16/2024PCA Investment Advisory Services Inc.10,375$373K0.2%+50.0%0.265%
2/14/2024Vista Investment Management7,258$261K0.1%N/A0.185%
2/14/2024Personal CFO Solutions LLC272,248$9.79M1.7%-0.6%6.945%
2/12/2024Steward Partners Investment Advisory LLC17,749$639K0.0%-1.9%0.453%
2/9/2024SageView Advisory Group LLC455,667$16.39M0.5%+3,595.0%11.624%
2/9/2024 Cambridge Investment Research Advisors Inc.95,227$3.43M0.0%+1.4%2.429%
2/9/2024 Central Valley Advisors LLC8,574$308K0.2%N/A0.219%
2/9/2024CreativeOne Wealth LLC10,569$380K0.0%N/A0.270%
2/8/2024Beacon Pointe Advisors LLC46,463$1.67M0.0%-34.0%1.185%
2/8/2024Janney Montgomery Scott LLC52,903$1.90M0.0%N/A1.350%
2/7/2024Principal Securities Inc.11,378$409K0.0%N/A0.290%
2/6/2024Valtinson Bruner Financial Planning LLC25,154$905K0.5%+3.0%0.642%
2/6/2024Lincoln National Corp59,567$2.14M0.0%+13.4%1.520%
2/6/2024Axxcess Wealth Management LLC29,277$1.05M0.0%-1.8%0.747%
2/6/2024SRS Capital Advisors Inc.13,468$485K0.1%-3.3%0.344%
2/5/2024Vantage Financial Partners LLC13,215$475K0.1%-11.8%0.337%
2/2/2024Truist Financial Corp175,831$6.33M0.0%+4.2%4.485%
2/2/2024Acas LLC5,640$203K0.2%-16.6%0.144%
2/1/2024Sigma Planning Corp14,350$516K0.0%-13.8%0.366%
2/1/2024 CRA Financial Services LLC20,204$727K0.2%-2.9%0.515%
1/31/2024J.W. Cole Advisors Inc.9,216$332K0.0%N/A0.235%
1/30/2024 DHJJ Financial Advisors Ltd.24,549$883K0.4%-3.9%0.626%
1/26/2024Cerity Partners LLC12,421$447K0.0%+60.3%0.317%
1/25/2024 Strategic Blueprint LLC10,448$376K0.0%+25.3%0.267%
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1/25/2024 Blue Bell Private Wealth Management LLC36,634$1.32M0.3%-1.5%0.935%
1/24/2024 Stratos Wealth Advisors LLC6,055$218K0.0%N/A0.154%
1/23/2024Beacon Financial Advisory LLC29,893$1.08M0.5%+4.0%0.763%
1/18/2024 Gradient Investments LLC675,668$24.31M0.6%N/A17.236%
1/18/2024 Parker Financial LLC27,761$999K0.6%N/A0.708%
1/16/2024 Raymond James Financial Services Advisors Inc.94,650$3.41M0.0%+8.7%2.415%
1/16/2024 Raymond James & Associates14,680$528K0.0%-87.8%0.374%
1/16/2024CoreCap Advisors LLC35,880$1.29M0.1%-2.1%0.915%
1/11/2024 Brookstone Capital Management239,727$8.62M0.2%+24.6%6.115%
1/11/2024 BCS Wealth Management31,157$1.12M0.4%-6.8%0.795%
1/11/2024Diligent Investors LLC66,879$2.41M0.7%+3.9%1.706%
1/8/2024 Fragasso Group Inc.35,461$1.28M0.1%-3.9%0.905%
12/11/2023 Sunbelt Securities Inc.26,076$861K0.1%+282.7%0.665%
12/6/2023 Fragasso Group Inc.36,918$1.22M0.1%-5.4%0.942%
12/1/2023B. Riley Wealth Advisors Inc.13,519$446K0.0%+79.4%0.345%
11/20/2023Silver Oak Securities Incorporated5,790$191K0.0%-5.1%0.148%
11/16/2023Penserra Capital Management LLC143,665$4.74M0.1%+43.5%3.665%
11/15/2023Axxcess Wealth Management LLC29,827$985K0.0%N/A0.761%
11/15/2023SRS Capital Advisors Inc.13,927$460K0.1%+2.3%0.355%
11/14/2023Share Andrew L.7,776$257K0.1%N/A0.198%
11/14/2023 Milestone Asset Management LLC21,863$722K0.3%N/A0.558%
11/13/2023Personal CFO Solutions LLC273,895$9.04M1.8%N/A6.987%
11/13/2023Kestra Advisory Services LLC42,841$1.41M0.0%+148.4%1.093%
11/8/2023HighTower Advisors LLC75,111$2.48M0.0%+137.3%1.916%
11/6/2023Lincoln National Corp52,520$1.73M0.0%+21.2%1.340%
11/6/2023Diligent Investors LLC64,349$2.12M0.6%+28.3%1.642%
11/4/2023EverSource Wealth Advisors LLC12,706$419K0.0%+2.4%0.324%
11/2/2023Vantage Financial Partners LLC14,988$495K0.2%N/A0.382%
10/30/2023 Blue Bell Private Wealth Management LLC37,174$1.23M0.3%+97.4%0.948%
10/25/2023Beacon Financial Advisory LLC28,738$949K0.5%+63.8%0.733%
10/24/2023Acas LLC6,759$223K0.3%N/A0.172%
10/24/2023Valtinson Bruner Financial Planning LLC24,422$806K0.4%+3.2%0.623%
10/24/2023 Raymond James Financial Services Advisors Inc.87,050$2.87M0.0%+180.5%2.221%
10/24/2023 Raymond James & Associates120,186$3.97M0.0%+1,101.9%3.066%
10/24/2023 Cambridge Investment Research Advisors Inc.93,926$3.10M0.0%+281.6%2.396%
10/23/2023Commonwealth Equity Services LLC212,375$7.01M0.0%+44.1%5.418%
10/23/2023Steward Financial Group LLC30,450$1.01M0.3%+20.2%0.777%
10/20/2023 Brookstone Capital Management192,427$6.34M0.1%+26.0%4.909%
10/20/2023 Lantz Financial LLC15,472$511K0.2%+66.5%0.395%
10/18/2023 Strategic Blueprint LLC8,341$275K0.0%N/A0.213%
10/17/2023Berkshire Money Management Inc.24,379$805K0.1%-97.5%0.622%
10/16/2023 RFG Advisory LLC22,722$750K0.0%N/A0.580%
10/13/2023PFG Advisors7,471$247K0.0%N/A0.191%
10/13/2023 CRA Financial Services LLC20,804$687K0.2%N/A0.531%
10/12/2023IFP Advisors Inc7,446$246K0.0%+122.9%0.190%
10/12/2023 BCS Wealth Management33,442$1.10M0.5%+65.2%0.853%
10/11/2023 Pinnacle Wealth Management Group Inc.12,850$424K0.4%+68.0%0.328%
10/11/2023AE Wealth Management LLC479,781$15.84M0.1%+18.0%12.239%
10/10/2023 DHJJ Financial Advisors Ltd.25,554$844K0.4%+14.5%0.652%
10/10/2023 Outlook Wealth Advisors LLC12,364$408K0.2%-5.4%0.315%
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10/5/2023Foundations Investment Advisors LLC22,978$759K0.0%N/A0.586%
8/11/2023SageView Advisory Group LLC12,332$414K0.0%N/A0.315%
8/11/2023Visionary Wealth Advisors13,594$456K0.0%-14.8%0.347%
8/11/2023Kestra Advisory Services LLC17,245$579K0.0%-15.1%0.440%
8/11/2023Penserra Capital Management LLC100,087$3.36M0.1%+8.4%2.553%
8/10/2023Integral Investment Advisors Inc.24,342$817K0.5%-4.1%0.621%
8/10/2023First Commonwealth Financial Corp PA6,281$211K0.1%-62.0%0.160%
8/10/2023Commonwealth Equity Services LLC147,401$4.95M0.0%-56.3%3.760%
8/10/2023Cetera Advisors LLC10,270$345K0.0%-9.6%0.262%
8/10/2023Cetera Advisor Networks LLC16,154$542K0.0%-3.8%0.412%
(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, 80 institutional investors and hedge funds held shares of Innovator U.S. Equity Buffer ETF - August. The most heavily invested institutionals were SageView Advisory Group LLC ($16.39M), AE Wealth Management LLC ($15.84M), Acute Investment Advisory LLC ($13.12M), Brookstone Capital Management ($9.89M), Personal CFO Solutions LLC ($9.79M), Commonwealth Equity Services LLC ($7.01M), and Truist Financial Corp ($6.33M).Learn more on BAUG's institutional investors.

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

Of the 65 institutional investors that purchased Innovator U.S. Equity Buffer ETF - August stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gradient Investments LLC ($675.67K), SageView Advisory Group LLC ($455.67K), AE Wealth Management LLC ($452.50K), Acute Investment Advisory LLC ($390.91K), Personal CFO Solutions LLC ($273.90K), Brookstone Capital Management ($254.55K), and Commonwealth Equity Services LLC ($249.66K).

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

Institutional investors have bought a total of 3,928,097 shares in the last 24 months. This purchase volume represents approximately $133.22M in transactions.

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

Of the 47 institutional investors that sold Innovator U.S. Equity Buffer ETF - August stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Berkshire Money Management Inc. ($961.71K), Gradient Investments LLC ($673.88K), Commonwealth Equity Services LLC ($214.94K), Raymond James & Associates ($105.51K), Raymond James Financial Services Advisors Inc. ($47.50K), Advisor Group Holdings Inc. ($44.16K), and Cambridge Investment Research Advisors Inc. ($38.79K).

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

Institutional investors have sold a total of 2,314,208 shares in the last 24 months. This volume of shares sold represents approximately $81.00M in transactions.


This page (BATS:BAUG) was last updated on 4/27/2024 by MarketBeat.com Staff

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