Go Pro
→ Trump Takes Emergency Action - Plus Elon Musk's New Venture (From Altimetry) (Ad)tc pixel Free KAUG Stock Alerts

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

$28.65 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Innovator U.S. Small Cap Power Buffer ETF - August (BATS:KAUG)

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$29.64M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$54.66M
Get KAUG Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator U.S. Small Cap Power 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

KAUG Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Cornerstone Wealth LLC TN71,900$2.01M1.1%N/A1.642%
5/13/2026Cetera Investment Advisers20,588$552K0.0%-9.7%0.470%
4/30/2026Kestra Advisory Services LLC53,702$1.44M0.0%+28.4%1.226%
4/21/2026Berkshire Money Management Inc.485,177$13.01M1.3%-80.6%11.077%
4/18/2026Faithward Advisors LLC14,062$377K0.1%-4.6%0.321%
4/17/2026Brookstone Capital Management9,436$253K0.0%-15.5%0.215%
2/17/2026Osaic Holdings Inc.87,264$2.32M0.0%-0.5%1.992%
2/17/2026Blair William & Co. IL139,483$3.70M0.0%-1.3%3.185%
2/17/2026Faithward Advisors LLC14,737$391K0.1%+44.3%0.336%
2/13/2026Kestra Advisory Services LLC41,818$1.11M0.0%+7.2%0.955%
2/13/2026Safe Harbor Wealth Advisors LLC100,802$2.73M2.7%N/A2.301%
2/12/2026TopTier Wealth Management LLC17,552$466K0.3%N/A0.401%
2/10/2026Foundations Investment Advisors LLC20,431$542K0.0%+6.2%0.466%
2/6/2026HighTower Advisors LLC95,683$2.54M0.0%-2.5%2.185%
2/5/2026Sherry Group Inc.11,305$301K0.3%N/A0.258%
2/4/2026Trek Financial LLC7,665$203K0.0%N/A0.175%
1/27/2026Berkshire Money Management Inc.2,496,244$66.23M6.3%+1.9%56.992%
1/26/2026BCS Wealth Management11,904$316K0.0%N/A0.272%
1/15/2026Brookstone Capital Management11,166$296K0.0%-7.1%0.255%
1/9/2026First Heartland Consultants Inc.191,485$5.08M0.4%+5.2%4.372%
1/8/2026Gradient Investments LLC477,940$12.68M0.2%+2.3%10.912%
11/19/2025Faithward Advisors LLC10,212$265K0.0%N/A0.233%
11/18/2025Advisory Services Network LLC1,007$26K0.0%N/A0.023%
11/14/2025Raymond James Financial Inc.18,450$480K0.0%+41.5%0.421%
11/13/2025SageView Advisory Group LLC163,857$4.26M0.1%+148.8%3.741%
11/13/2025Blair William & Co. IL141,383$3.68M0.0%+25.3%3.228%
11/10/2025First Heartland Consultants Inc.182,027$4.73M0.4%+8.3%4.156%
11/10/2025OneDigital Investment Advisors LLC8,800$229K0.0%N/A0.201%
11/7/2025Wealth Alliance LLC15,221$396K0.0%N/A0.348%
11/7/2025HighTower Advisors LLC98,154$2.55M0.0%-9.2%2.241%
11/3/2025Atlantic Private Wealth LLC6,189$161K0.1%N/A0.141%
11/3/2025AE Wealth Management LLC15,772$410K0.0%+6.0%0.360%
11/3/2025Corrado Advisors LLC66,646$1.73M0.9%+9.0%1.522%
11/3/2025Annis Gardner Whiting Capital Advisors LLC4,086$106K0.0%N/A0.093%
10/20/2025DHJJ Financial Advisors Ltd.4,657$121K0.0%+97.1%0.106%
10/16/2025PFS Partners LLC19,640$511K0.2%+61.6%0.448%
10/15/2025CWM LLC2,210$57K0.0%+164.7%0.050%
10/14/2025Berkshire Money Management Inc.2,449,069$63.67M6.6%+0.4%55.915%
10/10/2025Fiduciary Financial Group LLC9,077$236K0.0%N/A0.207%
10/6/2025Gradient Investments LLC467,274$12.15M0.2%N/A10.668%
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
9/4/2025Osaic Holdings Inc.69,954$1.74M0.0%+166.3%1.597%
8/15/2025First Heartland Consultants Inc.168,103$4.18M0.4%+10.3%3.838%
8/14/2025Raymond James Financial Inc.13,038$324K0.0%-11.0%0.298%
8/13/2025SageView Advisory Group LLC65,846$1.64M0.1%+10.4%1.503%
8/12/2025Miller Financial Services LLC29,840$742K0.9%-7.7%0.681%
8/8/2025Cetera Investment Advisers11,475$285K0.0%+22.2%0.262%
8/8/2025Foundations Investment Advisors LLC18,975$472K0.0%+4.0%0.433%
8/1/2025Corrado Advisors LLC61,143$1.52M0.9%-1.0%1.396%
7/30/2025Brookstone Capital Management12,209$303K0.0%-9.2%0.279%
7/24/2025IFP Advisors Inc5,353$133K0.0%-29.0%0.122%
7/24/2025Blair William & Co. IL112,830$2.80M0.0%-0.4%2.576%
7/22/2025Berkshire Money Management Inc.2,438,490$60.60M6.4%+2.7%55.673%
7/11/2025Farther 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%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
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%


KAUG Institutional Ownership - Frequently Asked Questions

During the previous two years, 50 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. ($13.01M), Gradient Investments LLC ($12.68M), First Heartland Consultants Inc. ($5.08M), SageView Advisory Group LLC ($4.26M), Blair William & Co. IL ($3.70M), Safe Harbor Wealth Advisors LLC ($2.73M), and HighTower Advisors LLC ($2.54M).Learn more on Innovator U.S. Small Cap Power Buffer ETF - August's institutional investors.

Of the 44 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. ($2.50M), Gradient Investments LLC ($477.94K), First Heartland Consultants Inc. ($191.49K), SageView Advisory Group LLC ($163.86K), HighTower Advisors LLC ($116.88K), Safe Harbor Wealth Advisors LLC ($100.80K), and Cornerstone Wealth LLC TN ($71.90K).

Institutional investors have bought a total of 1,138,935 shares in the last 24 months. This purchase volume represents approximately $29.64M in transactions.

Of the 11 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: Berkshire Money Management Inc. ($2.01M), HighTower Advisors LLC ($12.45K), Brookstone Capital Management ($3.82K), Miller Financial Services LLC ($2.50K), Blair William & Co. IL ($2.35K), Cetera Investment Advisers ($2.22K), and IFP Advisors Inc ($2.19K).

Institutional investors have sold a total of 2,039,856 shares in the last 24 months. This volume of shares sold represents approximately $54.66M in transactions.


Related Companies

This page (BATS:KAUG) 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