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

$53.85 +0.07 (+0.13%)
As of 07/24/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
59
Total
Institutional Inflows
(last 12 months)
$56.78M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$40.40M
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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
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%
5/13/2026Cetera 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%
4/18/2026 BCS Wealth Management16,718$817K0.2%-50.3%0.478%
4/17/2026Outlook 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%
3/3/2026NWF 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%
2/12/2026 TopTier 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%
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2/10/2026Foundations Investment Advisors LLC17,409$871K0.0%-4.9%0.497%
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%
2/6/2026 IFP 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%
1/30/2026 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%
1/23/2026Diligent 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%
11/19/2025First 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%
11/13/2025 PFG Advisors7,770$381K0.0%+67.6%0.222%
11/13/2025CreativeOne Wealth LLC20,818$1.02M0.0%-12.7%0.595%
11/12/2025Chapman 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%
11/12/2025 Buska 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%
11/6/2025 Lantz 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%
10/31/2025 BAM Wealth Management LLC4,107$201K0.2%N/A0.117%
10/31/2025Trek Financial LLC18,593$911K0.1%+6.0%0.531%
10/29/2025Arkadios Wealth Advisors19,347$948K0.0%N/A0.553%
10/29/2025 Wealth Enhancement Advisory Services LLC9,526$467K0.0%+18.5%0.272%
10/29/2025Beacon Financial Advisory LLC23,706$1.16M0.3%-2.3%0.677%
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10/27/2025GWN Securities Inc.16,069$790K0.2%N/A0.459%
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%
10/23/2025 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%
10/22/2025Blue Bell Private Wealth Management LLC33,408$1.64M0.2%-2.2%0.955%


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 1,159,621 shares in the last 24 months. This purchase volume represents approximately $56.78M in transactions.

Of the 48 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), Osaic Holdings Inc. ($69.05K), Commonwealth Equity Services LLC ($38.95K), Penserra Capital Management LLC ($27.56K), Sunbelt Securities Inc. ($18.61K), BCS Wealth Management ($16.92K), and NWF Advisory Services Inc. ($12.68K).

Institutional investors have sold a total of 831,632 shares in the last 24 months. This volume of shares sold represents approximately $40.40M in transactions.



This page (BATS:BAUG) was last updated on 7/25/2026 by MarketBeat.com Staff.
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