Go Pro
→ Read now. Do not delete. You’ve been warned. (From Porter & Company) (Ad)tc pixel Free BAUG Stock Alerts

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

$53.62 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
63
Total
Institutional Inflows
(last 12 months)
$57.74M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$51.30M
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.

Subscribe Now
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026GTS Financial LLC5,056$247K0.2%N/A0.144%
5/13/2026Cetera Investment Advisers50,761$2.48M0.0%-7.9%1.450%
5/6/2026FSA Advisors Inc.26,379$1.29M0.8%-2.1%0.754%
4/30/2026Kestra Advisory Services LLC133,439$6.52M0.0%+75.0%3.813%
4/27/2026World Investment Advisors21,628$1.06M0.0%-9.6%0.618%
4/22/2026Janney Montgomery Scott LLC32,438$1.59M0.0%-0.8%0.927%
4/18/2026BCS Wealth Management16,718$817K0.2%-50.3%0.478%
4/17/2026Outlook Wealth Advisors LLC9,372$458K0.1%-20.1%0.268%
4/17/2026Brookstone 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%
3/3/2026NWF Advisory Services Inc.5,076$254K0.0%-71.4%0.145%
2/19/2026BFI Wealth Solutions LLC6,000$300K0.3%N/A0.171%
2/18/2026Mercer 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%
2/17/2026Cetera Investment Advisers55,114$2.76M0.0%-5.9%1.575%
2/17/2026Osaic Holdings Inc.236,945$11.86M0.0%-1.4%6.770%
2/17/2026Rothschild Wealth LLC4,050$203K0.0%N/A0.116%
2/17/2026Beacon Financial Advisory LLC27,071$1.36M0.3%+14.2%0.773%
2/16/2026Share Andrew L.5,976$299K0.2%-23.1%0.171%
2/16/2026MML Investors Services LLC23,727$1.19M0.0%+10.4%0.678%
2/16/2026Motiv8 Investments LLC1,672$84K0.0%N/A0.048%
2/16/2026Arax Advisory Partners12,759$638K0.0%N/A0.365%
2/13/2026Kestra Advisory Services LLC76,234$3.82M0.0%+0.9%2.178%
2/13/2026Arkadios Wealth Advisors20,490$1.03M0.0%+5.9%0.585%
2/12/2026TopTier Wealth Management LLC41,730$2.09M1.4%N/A1.192%
2/12/2026Commonwealth 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%
2/12/2026Principal Securities Inc.13,395$670K0.0%-3.1%0.383%
2/11/2026Janney Montgomery Scott LLC32,688$1.64M0.0%-4.7%0.934%
2/11/2026Fortune Financial Group Inc.10,060$503K0.5%N/A0.287%
2/11/2026GWN Securities Inc.19,160$959K0.2%+19.2%0.547%
2/11/2026Cerity Partners LLC133,106$6.66M0.0%-0.8%3.803%
2/11/2026LPL Financial LLC48,842$2.44M0.0%-0.9%1.395%
2/10/2026Lido Advisors LLC10,662$534K0.0%N/A0.305%
2/10/2026COFG Advisors LLC20,606$1.03M0.3%N/A0.589%
2/10/2026Rothschild Wealth LLC4,050$203K0.0%N/A0.116%
2/10/2026Impact Partnership Wealth LLC7,497$375K0.0%-5.1%0.214%
2/10/2026Foundations Investment Advisors LLC17,409$871K0.0%-4.9%0.497%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
2/9/2026Blue Bell Private Wealth Management LLC32,724$1.64M0.2%-2.0%0.935%
2/9/2026Harbour Investments Inc.3,989$200K0.0%-43.6%0.114%
2/6/2026IFP Advisors Inc7,086$355K0.0%-7.1%0.202%
2/6/2026HighTower Advisors LLC87,234$4.37M0.0%+2.1%2.492%
2/5/2026IMG Wealth Management Inc.5,893$295K0.2%-11.2%0.168%
2/5/2026Crosspoint Financial LLC6,548$328K0.8%-23.4%0.187%
2/4/2026World Investment Advisors23,920$1.11M0.0%+8.1%0.683%
2/2/2026Truist Financial Corp5,175$259K0.0%-9.6%0.148%
2/2/2026AlphaStar Capital Management LLC9,629$482K0.0%N/A0.275%
1/30/2026Strategic Blueprint LLC14,167$709K0.0%-2.0%0.405%
1/27/2026PFG Advisors5,172$259K0.0%-33.4%0.148%
1/27/2026Berkshire Money Management Inc.10,801$540K0.1%-7.5%0.309%
1/26/2026BCS Wealth Management33,636$1.68M0.2%+97.6%0.961%
1/23/2026Pinnacle Wealth Management Group Inc.8,850$443K0.2%-6.3%0.253%
1/23/2026Diligent Investors LLC54,666$2.74M0.7%-5.3%1.562%
1/22/2026Buska Wealth Management LLC17,966$899K0.3%-12.2%0.513%
1/15/2026My Personal CFO LLC5,140$257K0.1%N/A0.147%
1/15/2026Brookstone Capital Management603,489$30.20M0.3%+6.0%17.243%
1/14/2026Chris Bulman Inc17,743$888K0.4%+7.9%0.507%
1/13/2026CoreCap Advisors LLC21,419$1.07M0.0%-19.0%0.612%
11/19/2025First Commonwealth Financial Corp PA14,236$697K0.1%+126.7%0.407%
11/19/2025Sunbelt Securities Inc.3,406$167K0.0%-84.5%0.097%
11/18/2025Advisory Services Network LLC4,617$226K0.0%N/A0.132%
11/17/2025Susquehanna International Group LLP12,053$590K0.0%-44.0%0.344%
11/17/2025Mercer 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%
11/14/2025Diligent Investors LLC57,700$2.83M0.7%+2.4%1.649%
11/13/2025PFG Advisors7,770$381K0.0%+67.6%0.222%
11/13/2025CreativeOne Wealth LLC20,818$1.02M0.0%-12.7%0.595%
11/12/2025Chapman 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%
11/12/2025Bright Futures Wealth Management LLC.12,573$616K0.5%N/A0.359%
11/12/2025Buska Wealth Management LLC20,473$1.00M0.3%-17.5%0.585%
11/12/2025Weaver Consulting Group18,722$917K0.2%+69.0%0.535%
11/7/2025HighTower Advisors LLC85,441$4.19M0.0%+26.4%2.441%
11/6/2025Lantz Financial LLC25,673$1.26M0.3%+50.5%0.734%
11/5/2025Envestnet 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%
11/3/2025Impact Partnership Wealth LLC7,899$387K0.1%N/A0.226%
11/3/2025Foundations Investment Advisors LLC18,309$897K0.0%+73.2%0.523%
11/3/2025AE Wealth Management LLC6,562$321K0.0%+52.4%0.187%
11/3/2025Corrado Advisors LLC7,658$375K0.2%N/A0.219%
10/31/2025NWF Advisory Services Inc.17,755$870K0.1%N/A0.507%
10/31/2025BAM Wealth Management LLC4,107$201K0.2%N/A0.117%
10/31/2025Trek Financial LLC18,593$911K0.1%+6.0%0.531%
10/29/2025Arkadios Wealth Advisors19,347$948K0.0%N/A0.553%
10/29/2025Wealth Enhancement Advisory Services LLC9,526$467K0.0%+18.5%0.272%
10/29/2025Beacon Financial Advisory LLC23,706$1.16M0.3%-2.3%0.677%
10/27/2025GWN Securities Inc.16,069$790K0.2%N/A0.459%
Do NOT Buy SpaceX – Do This Instead (Ad)

SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in could be a costly mistake. He calls it among the most overhyped, overvalued large-cap offerings ever pushed onto everyday investors. Tilson believes a rare economic event is approaching - one with serious consequences for your portfolio this summer. He has prepared a free analysis outlining what he sees and the specific steps he recommends taking now.tc pixel

Read Tilson's free analysis and find out what to do with your money
10/27/2025Financial Network Wealth Advisors LLC1,876$92K0.1%+60.5%0.054%
10/24/2025MGO One Seven LLC9,943$487K0.0%+14.6%0.284%
10/23/2025Evolution Wealth Management Inc.1,235$61K0.1%+1,272.2%0.035%
10/23/2025Spire Wealth Management2,642$129K0.0%-51.0%0.075%
10/23/2025Integral Investment Advisors Inc.31,432$1.54M0.4%+31.8%0.898%
10/22/2025CoreCap Advisors LLC26,453$1.30M0.0%+23.1%0.756%
10/22/2025BCS Wealth Management17,019$834K0.2%+24.2%0.486%
10/22/2025Stuart Chaussee & Associates Inc.10,730$526K0.1%-9.1%0.307%
10/22/2025Blue Bell Private Wealth Management LLC33,408$1.64M0.2%-2.2%0.955%
10/22/2025Keystone Wealth Services LLC9,551$468K0.1%N/A0.273%


BAUG Institutional Ownership - Frequently Asked Questions

During the previous two years, 114 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 1,180,543 shares in the last 24 months. This purchase volume represents approximately $57.74M in transactions.

Of the 49 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 ($559.13K), Janney Montgomery Scott LLC ($229.42K), Osaic Holdings Inc. ($69.05K), Commonwealth Equity Services LLC ($38.95K), Penserra Capital Management LLC ($27.56K), Sunbelt Securities Inc. ($18.61K), and BCS Wealth Management ($18.09K).

Institutional investors have sold a total of 1,069,253 shares in the last 24 months. This volume of shares sold represents approximately $51.30M in transactions.


Related Companies

This page (BATS:BAUG) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel