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

$28.14 +0.10 (+0.36%)
As of 05/5/2026 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)
30
Total
Institutional Inflows
(last 12 months)
$32.12M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$55.21M
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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
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%
2/17/2026Osaic 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%
2/17/2026 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%
2/12/2026TopTier 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%
1/27/2026 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%
11/18/2025Advisory 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%
11/3/2025 Corrado Advisors LLC66,646$1.73M0.9%+9.0%1.522%
11/3/2025Annis Gardner Whiting Capital Advisors LLC4,086$106K0.0%N/A0.093%
10/20/2025 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%
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%
8/12/2025 Miller 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%
8/1/2025 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%
7/24/2025Blair 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%
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%


KAUG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KAUG shares?

During the previous two years, 49 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.

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

Of the 43 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 Corrado Advisors LLC ($70.68K).

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

Institutional investors have bought a total of 1,250,655 shares in the last 24 months. This purchase volume represents approximately $32.12M in transactions.

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

Of the 12 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), Blair William & Co. IL ($20.05K), HighTower Advisors LLC ($12.45K), Kestra Advisory Services LLC ($5.81K), Brookstone Capital Management ($3.82K), Miller Financial Services LLC ($2.50K), and IFP Advisors Inc ($2.19K).

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

Institutional investors have sold a total of 2,062,853 shares in the last 24 months. This volume of shares sold represents approximately $55.21M in transactions.


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This page (BATS:KAUG) was last updated on 5/6/2026 by MarketBeat.com Staff.
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