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Innovator U.S. Small Cap Power Buffer ETF - August (KAUG) Institutional Ownership

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As of 05/23/2025 03:53 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Small Cap Power Buffer ETF - August (BATS:KAUG)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$74.60M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$2.16M
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KAUG Institutional Buying and Selling by Quarter

Innovator U.S. Small Cap Power Buffer ETF - August Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025 SageView Advisory Group LLC59,664$1.43M0.1%+76.0%1.341%
5/14/2025 Kestra Advisory Services LLC40,498$973K0.0%-12.5%0.910%
5/14/2025 Capital Analysts LLC1,801$43K0.0%+80.5%0.040%
5/13/2025 HighTower Advisors LLC116,884$2.81M0.0%+1.4%2.627%
5/9/2025 Blair William & Co. IL113,275$2.72M0.0%-13.5%2.904%
5/8/2025 Harbour Investments Inc.15,376$369K0.0%-10.0%0.394%
5/7/2025 Foundations Investment Advisors LLC18,239$438K0.0%+20.0%0.468%
5/7/2025 First Heartland Consultants Inc.152,403$3.66M0.4%N/A3.908%
5/6/2025 Cetera Investment Advisers9,394$226K0.0%N/A0.241%
5/5/2025 Miller Financial Services LLC32,340$777K1.1%+27.9%0.829%
5/5/2025 IFP Advisors Inc7,540$181K0.0%-6.2%0.193%
4/29/2025 Capital Investment Advisory Services LLC3,112$75K0.0%+7,680.0%0.080%
4/28/2025 Elmwood Wealth Management Inc.9,200$221K0.1%-8.0%0.236%
4/25/2025 Crown Wealth Group LLC11,076$266K0.1%-51.6%0.284%
4/23/2025 Berkshire Money Management Inc.2,374,651$57.05M6.4%+15.7%60.888%
4/22/2025 Cambridge Investment Research Advisors Inc.13,485$324K0.0%-37.8%0.346%
4/8/2025 Private Client Services LLC19,605$471K0.2%-48.8%0.472%
3/6/2025 Wood Tarver Financial Group LLC4,369$109K0.0%N/A0.108%
2/14/2025 Jane Street Group LLC15,129$380K0.0%N/A0.000%
2/13/2025 SageView Advisory Group LLC33,894$852K0.0%N/A0.000%
2/12/2025 OLD Mission Capital LLC17,647$444K0.0%N/A0.000%
2/12/2025 Blair William & Co. IL130,975$3.29M0.0%-4.6%0.000%
2/10/2025 Harbour Investments Inc.17,082$429K0.0%+16.2%0.000%
2/10/2025 Commonwealth Equity Services LLC89,489$2.25M0.0%-10.6%0.000%
2/7/2025 HighTower Advisors LLC115,284$2.90M0.0%+36.5%0.000%
2/7/2025 Miller Financial Services LLC25,290$636K0.5%N/A0.000%
2/6/2025 Steward Partners Investment Advisory LLC2,307$58K0.0%+264.5%0.000%
2/5/2025 Noble Wealth Management PBC1,000$25K0.0%N/A0.000%
2/5/2025 Crown Wealth Group LLC22,902$576K0.2%-2.3%0.000%
2/5/2025 Corrado Advisors LLC61,895$1.56M1.0%-5.0%0.000%
1/28/2025 Stephens Inc. AR24,220$609K0.0%+82.9%0.000%
1/27/2025 Berkshire Money Management Inc.2,051,933$51.59M5.6%+2,210.9%0.000%
1/27/2025 PFS Partners LLC12,254$308K0.2%+47.8%0.000%
1/22/2025 Foundations Investment Advisors LLC15,195$382K0.0%N/A0.000%
1/21/2025 RFG Advisory LLC12,563$316K0.0%-10.1%0.000%
1/14/2025 Outlook Wealth Advisors LLC9,467$238K0.1%N/A0.000%
1/13/2025 Elmwood Wealth Management Inc.10,000$251K0.1%N/A0.000%
1/13/2025 Brookstone Capital Management14,858$374K0.0%-6.9%0.000%
1/10/2025Sugarloaf Wealth Management LLC22,718$571K0.1%N/A0.000%
1/8/2025 Private Client Services LLC38,265$962K0.5%-1.4%0.000%
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11/15/2024 HighTower Advisors LLC84,438$2.11M0.0%N/A0.000%
11/5/2024 Harbour Investments Inc.14,696$368K0.0%N/A0.000%
11/1/2024 PFS Partners LLC8,289$208K0.1%N/A0.000%
11/1/2024 Corrado Advisors LLC65,177$1.63M1.0%N/A0.000%
10/28/2024 Stephens Inc. AR13,240$332K0.0%N/A0.000%
10/22/2024 DHJJ Financial Advisors Ltd.2,364$59K0.0%N/A0.000%
10/17/2024 Berkshire Money Management Inc.88,793$2.22M0.3%N/A0.000%
10/8/2024 Brookstone Capital Management15,957$400K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

KAUG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KAUG shares?

During the previous two years, 31 institutional investors and hedge funds held shares of Innovator U.S. Small Cap Power Buffer ETF - August. The most heavily invested institutionals were Berkshire Money Management Inc. ($57.05M), First Heartland Consultants Inc. ($3.66M), HighTower Advisors LLC ($2.81M), Blair William & Co. IL ($2.72M), Commonwealth Equity Services LLC ($2.25M), Corrado Advisors LLC ($1.56M), and SageView Advisory Group LLC ($1.43M).Learn more on KAUG's institutional investors.

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

Of the 23 institutional investors that purchased Innovator U.S. Small Cap Power Buffer ETF - August stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Berkshire Money Management Inc. ($2.37M), First Heartland Consultants Inc. ($152.40K), HighTower Advisors LLC ($116.88K), Corrado Advisors LLC ($65.18K), SageView Advisory Group LLC ($59.66K), Miller Financial Services LLC ($32.34K), and Stephens Inc. AR ($24.22K).

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

Institutional investors have bought a total of 2,986,508 shares in the last 24 months. This purchase volume represents approximately $74.60M in transactions.

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

Of the 12 institutional investors that sold Innovator U.S. Small Cap Power Buffer ETF - August stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Blair William & Co. IL ($24.06K), Private Client Services LLC ($19.21K), Crown Wealth Group LLC ($12.36K), Commonwealth Equity Services LLC ($10.57K), Cambridge Investment Research Advisors Inc. ($8.18K), Kestra Advisory Services LLC ($5.81K), and Corrado Advisors LLC ($3.28K).

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

Institutional investors have sold a total of 88,982 shares in the last 24 months. This volume of shares sold represents approximately $2.16M in transactions.



This page (BATS:KAUG) was last updated on 5/25/2025 by MarketBeat.com Staff
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