Go Pro
→ Your book attached (From Profits Run) (Ad)tc pixel Free KAUG Stock Alerts

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

$28.76 +0.01 (+0.03%)
As of 07/24/2026 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)
$28.43M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$54.60M
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
7/8/2026 First Heartland Consultants Inc.208,493$5.97M0.4%+3.8%4.760%
7/8/2026 Elmwood Wealth Management Inc.7,300$209K0.1%N/A0.167%
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%
4/21/2026 Berkshire Money Management Inc.485,177$13.01M1.3%-80.6%11.077%
4/18/2026Faithward Advisors LLC14,062$377K0.1%-4.6%0.321%
4/17/2026 Brookstone 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%
2/12/2026 TopTier 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%
2/5/2026 Sherry Group Inc.11,305$301K0.3%N/A0.258%
2/4/2026Trek Financial LLC7,665$203K0.0%N/A0.175%
1/27/2026 Berkshire Money Management Inc.2,496,244$66.23M6.3%+1.9%56.992%
1/26/2026 BCS Wealth Management11,904$316K0.0%N/A0.272%
1/15/2026 Brookstone Capital Management11,166$296K0.0%-7.1%0.255%
1/9/2026 First Heartland Consultants Inc.191,485$5.08M0.4%+5.2%4.372%
1/8/2026 Gradient 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%
11/10/2025 First 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%
10/16/2025 PFS Partners LLC19,640$511K0.2%+61.6%0.448%
10/15/2025CWM LLC2,210$57K0.0%+164.7%0.050%
10/14/2025 Berkshire Money Management Inc.2,449,069$63.67M6.6%+0.4%55.915%
AI billionaires are selling. Quickly. (Ad)

Nvidia CEO Jensen Huang has logged 42 consecutive sell transactions - not a single buy. Peter Thiel liquidated his entire Nvidia position. SoftBank dumped $5.8 billion. And Michael Burry, who famously predicted the housing crash, is now betting against AI stocks. But 40-year investment veteran Alexander Green says the insiders are only half right - and that the biggest AI profits may still be ahead, potentially 10X larger, just not from where most investors are looking.tc pixel

Watch Alexander Green's private presentation to see where the opportunity is
10/10/2025 Fiduciary Financial Group LLC9,077$236K0.0%N/A0.207%
10/6/2025 Gradient Investments LLC467,274$12.15M0.2%N/A10.668%
9/4/2025Osaic 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%
8/14/2025Raymond 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%
7/30/2025 Brookstone Capital Management12,209$303K0.0%-9.2%0.279%
7/24/2025 IFP Advisors Inc5,353$133K0.0%-29.0%0.122%
7/24/2025Blair 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%
This tiny piece of glass could be bigger than GPUs (Ad)

Jensen Huang says AI can't scale without it. Google Ventures calls it the future of AI compute. Sequoia Capital - the firm behind Anthropic and OpenAI - calls it a 'holy grail.' It's smaller than a fingertip and made of glass. Wall Street insider Jason Bodner - who called Nvidia at $4.50 - believes this 'light-speed' device could be bigger for AI than GPUs and is about to launch a new wave of winners. He's sharing his number one stock pick tied to it at no cost.tc pixel

Click here to get Jason Bodner's top pick for free
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%


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. ($5.97M), 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. ($199.13K), 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 1,088,041 shares in the last 24 months. This purchase volume represents approximately $28.43M in transactions.

Of the 10 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), Cetera Investment Advisers ($2.22K), Blair William & Co. IL ($1.90K), and Raymond James Financial Inc. ($1.61K).

Institutional investors have sold a total of 2,037,224 shares in the last 24 months. This volume of shares sold represents approximately $54.60M in transactions.


Related Companies

This page (BATS:KAUG) was last updated on 7/26/2026 by MarketBeat.com Staff.
From Our Partners
Universal basic income is not impossible. It exist (kind of)
Robert Kiyosaki, author of Rich Dad Poor Dad, is highlighting an income strategy he calls the Patriot Income P...
Freedom Financial | Sponsoredtc pixel
Oxford Club Analyst’s Urgent AI Warning
Alexander Green, Chief Investment Strategist at The Oxford Club, is sharing a private presentation with a warn...
The Oxford Club | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
This tiny piece of glass could be bigger than GPUs
Jensen Huang says AI can't scale without it. Google Ventures calls it the future of AI compute. Sequoia Capita...
Brownstone Research | Sponsoredtc pixel
The trade I’ve been waiting for since 2011
Ross Givens, Director of Research at Traders Agency, is calling for gold to reach $10,000 an ounce this superc...
Traders Agency | Sponsoredtc pixel
A letter from Shannon Stansberry
Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down ye...
Porter & Company | Sponsoredtc pixel
The Weekly Options Trick Wall Street Doesn't Advertise
The most profitable trading desks don't guess market direction, they collect income regardless of it. A 25-yea...
Base Camp Trading | Sponsoredtc pixel
Have you seen Elon’s new “supercurrency”? (It affects you)
Elon Musk just became the world's first trillionaire following the biggest IPO in history, giving him access t...
StocksToTrade | Sponsoredtc pixel