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

$25.81 +0.72 (+2.88%)
As of 09/12/2025 03:58 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)
25
Total
Institutional Inflows
(last 12 months)
$77.93M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$2.38M
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KAUG Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.69,954$1.74M0.0%+166.3%1.597%
8/15/2025 First Heartland Consultants Inc.168,103$4.18M0.4%+10.3%3.838%
8/14/2025 Raymond James Financial Inc.13,038$324K0.0%-11.0%0.298%
8/13/2025 SageView Advisory Group LLC65,846$1.64M0.1%+10.4%1.503%
8/12/2025 Miller Financial Services LLC29,840$742K0.9%-7.7%0.681%
8/8/2025 Cetera Investment Advisers11,475$285K0.0%+22.2%0.262%
8/8/2025 Foundations Investment Advisors LLC18,975$472K0.0%+4.0%0.433%
8/1/2025 Corrado Advisors LLC61,143$1.52M0.9%-1.0%1.396%
7/30/2025 Brookstone Capital Management12,209$303K0.0%-9.2%0.279%
7/24/2025 IFP Advisors Inc5,353$133K0.0%-29.0%0.122%
7/24/2025 Blair William & Co. IL112,830$2.80M0.0%-0.4%2.576%
7/22/2025 Berkshire Money Management Inc.2,438,490$60.60M6.4%+2.7%55.673%
7/11/2025 Farther Finance Advisors LLC2,000$50K0.0%N/A0.045%
5/19/2025SageView Advisory Group LLC59,664$1.43M0.1%+76.0%1.341%
5/14/2025Kestra Advisory Services LLC40,498$973K0.0%-12.5%0.910%
5/14/2025Capital Analysts LLC1,801$43K0.0%+80.5%0.040%
5/13/2025HighTower Advisors LLC116,884$2.81M0.0%+1.4%2.627%
5/9/2025Blair William & Co. IL113,275$2.72M0.0%-13.5%2.904%
5/8/2025Harbour Investments Inc.15,376$369K0.0%-10.0%0.394%
5/7/2025Foundations Investment Advisors LLC18,239$438K0.0%+20.0%0.468%
5/7/2025First Heartland Consultants Inc.152,403$3.66M0.4%N/A3.908%
5/6/2025Cetera Investment Advisers9,394$226K0.0%N/A0.241%
5/5/2025Miller Financial Services LLC32,340$777K1.1%+27.9%0.829%
5/5/2025IFP Advisors Inc7,540$181K0.0%-6.2%0.193%
4/29/2025Capital Investment Advisory Services LLC3,112$75K0.0%+7,680.0%0.080%
4/28/2025Elmwood Wealth Management Inc.9,200$221K0.1%-8.0%0.236%
4/25/2025Crown Wealth Group LLC11,076$266K0.1%-51.6%0.284%
4/23/2025Berkshire Money Management Inc.2,374,651$57.05M6.4%+15.7%60.888%
4/22/2025Cambridge Investment Research Advisors Inc.13,485$324K0.0%-37.8%0.346%
4/8/2025Private Client Services LLC19,605$471K0.2%-48.8%0.472%
3/6/2025Wood Tarver Financial Group LLC4,369$109K0.0%N/A0.108%
2/14/2025Jane Street Group LLC15,129$380K0.0%N/A0.000%
2/13/2025SageView Advisory Group LLC33,894$852K0.0%N/A0.000%
2/12/2025OLD Mission Capital LLC17,647$444K0.0%N/A0.000%
2/12/2025Blair William & Co. IL130,975$3.29M0.0%-4.6%0.000%
2/10/2025Harbour Investments Inc.17,082$429K0.0%+16.2%0.000%
2/10/2025Commonwealth Equity Services LLC89,489$2.25M0.0%-10.6%0.000%
2/7/2025HighTower Advisors LLC115,284$2.90M0.0%+36.5%0.000%
2/7/2025Miller Financial Services LLC25,290$636K0.5%N/A0.000%
2/6/2025Steward Partners Investment Advisory LLC2,307$58K0.0%+264.5%0.000%
2/5/2025Noble Wealth Management PBC1,000$25K0.0%N/A0.000%
2/5/2025Crown Wealth Group LLC22,902$576K0.2%-2.3%0.000%
2/5/2025Corrado Advisors LLC61,895$1.56M1.0%-5.0%0.000%
1/28/2025Stephens Inc. AR24,220$609K0.0%+82.9%0.000%
1/27/2025Berkshire Money Management Inc.2,051,933$51.59M5.6%+2,210.9%0.000%
1/27/2025PFS Partners LLC12,254$308K0.2%+47.8%0.000%
1/22/2025Foundations Investment Advisors LLC15,195$382K0.0%N/A0.000%
1/21/2025RFG Advisory LLC12,563$316K0.0%-10.1%0.000%
1/14/2025Outlook Wealth Advisors LLC9,467$238K0.1%N/A0.000%
1/13/2025Elmwood Wealth Management Inc.10,000$251K0.1%N/A0.000%
1/13/2025Brookstone Capital Management14,858$374K0.0%-6.9%0.000%
1/10/2025Sugarloaf Wealth Management LLC22,718$571K0.1%N/A0.000%
1/8/2025Private Client Services LLC38,265$962K0.5%-1.4%0.000%
11/15/2024HighTower Advisors LLC84,438$2.11M0.0%N/A0.000%
11/5/2024Harbour Investments Inc.14,696$368K0.0%N/A0.000%
11/1/2024PFS Partners LLC8,289$208K0.1%N/A0.000%
11/1/2024Corrado Advisors LLC65,177$1.63M1.0%N/A0.000%
10/28/2024Stephens Inc. AR13,240$332K0.0%N/A0.000%
10/22/2024DHJJ Financial Advisors Ltd.2,364$59K0.0%N/A0.000%
10/17/2024Berkshire Money Management Inc.88,793$2.22M0.3%N/A0.000%
10/8/2024Brookstone 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, 34 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. ($60.60M), First Heartland Consultants Inc. ($4.18M), HighTower Advisors LLC ($2.81M), Blair William & Co. IL ($2.80M), Commonwealth Equity Services LLC ($2.25M), Osaic Holdings Inc. ($1.74M), and SageView Advisory Group LLC ($1.64M).Learn more on Innovator U.S. Small Cap Power Buffer ETF - August's institutional investors.

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

Of the 25 institutional investors that purchased Innovator U.S. Small Cap Power Buffer ETF - August's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Berkshire Money Management Inc. ($2.44M), First Heartland Consultants Inc. ($168.10K), HighTower Advisors LLC ($116.88K), SageView Advisory Group LLC ($65.85K), Corrado Advisors LLC ($65.18K), Osaic Holdings Inc. ($43.68K), and Miller Financial Services LLC ($32.34K).

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

Institutional investors have bought a total of 3,120,729 shares in the last 24 months. This purchase volume represents approximately $77.93M in transactions.

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

Of the 14 institutional investors that sold Innovator U.S. Small Cap Power Buffer ETF - August's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Blair William & Co. IL ($24.50K), 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 ($3.87K).

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

Institutional investors have sold a total of 97,544 shares in the last 24 months. This volume of shares sold represents approximately $2.38M in transactions.


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This page (BATS:KAUG) was last updated on 9/13/2025 by MarketBeat.com Staff
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