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

$29.14 +0.01 (+0.02%)
As of 12:39 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)
28
Total
Institutional Inflows
(last 12 months)
$26.73M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$54.45M
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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
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%
5/19/2026 Cornerstone Wealth LLC TN71,900$2.01M1.1%N/A1.642%
5/13/2026 Cetera Investment Advisers20,588$552K0.0%-9.7%0.470%
4/30/2026 Kestra 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%
4/18/2026 Faithward Advisors LLC14,062$377K0.1%-4.6%0.321%
4/17/2026 Brookstone Capital Management9,436$253K0.0%-15.5%0.215%
2/17/2026 Osaic Holdings Inc.87,264$2.32M0.0%-0.5%1.992%
2/17/2026 Blair William & Co. IL139,483$3.70M0.0%-1.3%3.185%
2/17/2026 Faithward Advisors LLC14,737$391K0.1%+44.3%0.336%
2/13/2026 Kestra 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%
2/10/2026 Foundations Investment Advisors LLC20,431$542K0.0%+6.2%0.466%
2/6/2026 HighTower Advisors LLC95,683$2.54M0.0%-2.5%2.185%
2/5/2026 Sherry Group Inc.11,305$301K0.3%N/A0.258%
2/4/2026 Trek 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%
11/19/2025 Faithward Advisors LLC10,212$265K0.0%N/A0.233%
11/18/2025 Advisory Services Network LLC1,007$26K0.0%N/A0.023%
11/14/2025 Raymond James Financial Inc.18,450$480K0.0%+41.5%0.421%
11/13/2025 SageView Advisory Group LLC163,857$4.26M0.1%+148.8%3.741%
11/13/2025 Blair 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%
11/10/2025 OneDigital Investment Advisors LLC8,800$229K0.0%N/A0.201%
11/7/2025 Wealth Alliance LLC15,221$396K0.0%N/A0.348%
11/7/2025 HighTower Advisors LLC98,154$2.55M0.0%-9.2%2.241%
11/3/2025 Atlantic Private Wealth LLC6,189$161K0.1%N/A0.141%
11/3/2025 AE Wealth Management LLC15,772$410K0.0%+6.0%0.360%
11/3/2025 Corrado Advisors LLC66,646$1.73M0.9%+9.0%1.522%
11/3/2025 Annis Gardner Whiting Capital Advisors LLC4,086$106K0.0%N/A0.093%
10/20/2025 DHJJ 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%
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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%
9/4/2025 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%
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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 1,019,659 shares in the last 24 months. This purchase volume represents approximately $26.73M in transactions.

The following institutional investors have sold Innovator U.S. Small Cap Power Buffer ETF - August stock in the last 24 months: Berkshire Money Management Inc. ($2.01M), HighTower Advisors LLC ($12.45K), Brookstone Capital Management ($2.58K), Cetera Investment Advisers ($2.22K), Blair William & Co. IL ($1.90K), Faithward Advisors LLC ($675.00), and Osaic Holdings Inc. ($400.00).

Institutional investors have sold a total of 2,031,294 shares in the last 24 months. This volume of shares sold represents approximately $54.45M in transactions.


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Institutional ownership data for BATS:KAUG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/8/2026. New 13F filings are added each quarter as they're published.
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