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Innovator U.S. Equity Power Buffer ETF - August (PAUG) Institutional Ownership

Innovator U.S. Equity Power Buffer ETF - August logo
$40.66 +2.27 (+5.91%)
As of 07/3/2025 01:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Power Buffer ETF - August (BATS:PAUG)

Number of
Institutional Buyers
(last 12 months)
93
Total
Institutional Inflows
(last 12 months)
$152.64M
Number of
Institutional Sellers
(last 12 months)
116
Total
Institutional Outflows
(last 12 months)
$208.58M
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PAUG Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2025 McAlister Sweet & Associates Inc.121,324$4.91M5.0%-0.5%0.617%
5/27/2025Jacobi Capital Management LLC27,490$1.04M0.1%-7.7%0.137%
5/20/2025Focus Partners Wealth179,689$6.79M0.0%-10.3%0.898%
5/19/2025Jane Street Group LLC8,960$339K0.0%-47.9%0.045%
5/19/2025Advisory Alpha LLC142,559$5.39M0.2%-3.8%0.713%
5/16/2025Signature Estate & Investment Advisors LLC8,248$312K0.0%-27.9%0.041%
5/16/2025Cape Investment Advisory Inc.17,970$679K0.3%-8.0%0.090%
5/16/2025NewEdge Advisors LLC74,754$2.82M0.0%-4.3%0.374%
5/16/2025Alliancebernstein L.P.2,627,369$99.26M0.0%-0.4%13.137%
5/15/2025MAI Capital Management53,898$2.04M0.0%-3.7%0.269%
5/15/2025OLD Mission Capital LLC298,836$11.29M0.1%+734.6%1.494%
5/14/2025CreativeOne Wealth LLC25,807$975K0.0%-5.9%0.129%
5/14/2025Luminist Capital LLC5,586$211K0.2%N/A0.028%
5/14/2025Kestra Advisory Services LLC289,507$10.94M0.1%-28.1%1.448%
5/14/2025Tradition Wealth Management LLC63,664$2.41M0.2%-5.6%0.318%
5/13/2025Raymond James Financial Inc.288,146$10.89M0.0%-3.6%1.441%
5/13/2025Cresset Asset Management LLC466,215$17.61M0.1%-0.8%2.331%
5/13/2025Forvis Mazars Wealth Advisors LLC35,065$1.33M0.0%-24.8%0.175%
5/13/2025Kovitz Investment Group Partners LLC245,610$9.28M0.0%-1.5%1.228%
5/13/2025Financial Network Wealth Advisors LLC3,463$131K0.2%+82.3%0.017%
5/13/2025HighTower Advisors LLC535,638$20.24M0.0%-11.8%2.678%
5/12/2025Benjamin Edwards Inc.19,572$739K0.0%-9.5%0.098%
5/12/2025Townsquare Capital LLC23,574$891K0.0%-1.7%0.118%
5/12/2025Integrity Financial Corp WA1,408$53K0.0%-62.7%0.007%
5/12/2025Red Crane Wealth Management LLC46,480$1.76M1.7%-0.6%0.232%
5/9/2025Altfest L J & Co. Inc.15,494$585K0.1%-6.2%0.077%
5/9/2025WealthShield Partners LLC3,850$145K0.0%+1,000.0%0.019%
5/9/2025Atria Wealth Solutions Inc.58,027$2.19M0.0%-5.7%0.290%
5/9/2025Gill Capital Partners LLC110,155$4.16M1.4%-4.1%0.551%
5/9/2025Commonwealth Equity Services LLC584,114$22.07M0.0%-29.9%2.921%
5/9/2025Blair William & Co. IL460,579$17.40M0.1%-3.6%2.303%
5/8/2025Harbour Investments Inc.18,101$684K0.0%-8.4%0.091%
5/8/2025Sound View Wealth Advisors Group LLC7,361$278K0.0%+4.0%0.037%
5/7/2025PTM Wealth Management LLC17,683$624K0.6%N/A0.088%
5/7/2025Foundations Investment Advisors LLC31,687$1.20M0.0%-1.8%0.158%
5/7/2025Bellwether Advisors LLC64,569$2.44M0.5%-69.0%0.323%
5/7/2025LPL Financial LLC177,345$6.70M0.0%+20.2%0.887%
5/7/2025Bedel Financial Consulting Inc.7,466$282K0.0%-4.5%0.037%
5/6/2025Cetera Investment Advisers266,814$10.08M0.0%-8.1%1.334%
5/6/2025AE Wealth Management LLC77,192$2.92M0.0%-5.7%0.386%
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5/6/2025Summit Wealth Partners LLC9,990$377K0.1%-15.9%0.050%
5/5/2025IFP Advisors Inc18,922$715K0.0%-54.6%0.100%
5/2/2025Kingsview Wealth Management LLC24,891$940K0.0%-5.9%0.131%
5/2/2025Ascent Wealth Partners LLC248,234$9.38M1.3%-46.5%1.310%
5/2/2025Apollon Wealth Management LLC12,000$453K0.0%-20.0%0.063%
5/2/2025Sigma Planning Corp16,151$610K0.0%-45.1%0.085%
5/1/2025Corrado Advisors LLC83,582$3.16M2.1%-0.6%0.441%
5/1/2025Stephens Inc. AR163,240$6.17M0.1%-7.0%0.861%
5/1/2025Nikulski Financial Inc.8,970$339K0.1%-3.2%0.047%
4/30/2025Axxcess Wealth Management LLC9,265$350K0.0%N/A0.049%
4/30/2025John W. Brooker & Co. CPAs46,008$1.74M0.7%-1.3%0.243%
4/30/2025Trek Financial LLC72,579$2.74M0.2%-17.9%0.383%
4/29/2025Envestnet Asset Management Inc.398,987$15.07M0.0%-4.4%2.105%
4/29/2025Penserra Capital Management LLC1,258,484$47.55M0.8%+3.6%6.641%
4/29/2025World Investment Advisors7,769$294K0.0%-63.0%0.041%
4/29/2025Capital Investment Advisory Services LLC104,082$3.93M0.4%-1.6%0.549%
4/29/2025Strategic Blueprint LLC17,105$646K0.0%-4.3%0.090%
4/29/2025Brookstone Capital Management200,847$7.59M0.1%-78.8%1.060%
4/29/2025OneDigital Investment Advisors LLC59,905$2.26M0.0%-5.7%0.316%
4/29/2025Silver Oak Securities Incorporated24,942$939K0.1%-2.5%0.132%
4/28/2025Weaver Consulting Group22,659$856K0.3%-3.8%0.120%
4/28/2025Elmwood Wealth Management Inc.7,300$276K0.1%-29.1%0.039%
4/25/2025Parker Financial LLC7,009$265K0.1%-14.0%0.037%
4/23/2025Cornerstone Wealth Group LLC31,455$1.19M0.1%-8.2%0.166%
4/23/2025Valmark Advisers Inc.46,320$1.75M0.0%-4.9%0.244%
4/22/2025Cambridge Investment Research Advisors Inc.130,008$4.91M0.0%-1.9%0.686%
4/22/2025Weaver Capital Management LLC29,187$1.10M0.3%-24.9%0.154%
4/18/2025DHJJ Financial Advisors Ltd.49,625$1.88M0.8%-1.9%0.262%
4/17/2025Janney Montgomery Scott LLC70,564$2.67M0.0%+1.8%0.372%
4/17/2025Keystone Wealth Services LLC81,349$3.07M0.8%-3.4%0.429%
4/16/2025CRA Financial Services LLC85,954$3.25M0.6%-6.9%0.454%
4/16/2025Southland Equity Partners LLC77,400$2.92M0.7%-3.1%0.408%
4/16/2025Wealth Enhancement Advisory Services LLC126,591$4.78M0.0%-13.5%0.668%
4/15/2025Yarger Wealth Strategies LLC73,435$2.77M1.6%-0.7%0.388%
4/15/2025Chris Bulman Inc48,700$1.84M1.2%-13.7%0.257%
4/15/2025Focus Financial Network Inc.19,990$755K0.0%-1.5%0.105%
4/14/2025Farther Finance Advisors LLC12,185$461K0.0%+86.7%0.064%
4/14/2025BCS Wealth Management68,723$2.60M0.7%-15.4%0.345%
4/14/2025ARS Wealth Advisors Group LLC22,575$853K0.1%-27.8%0.113%
4/14/2025Miracle Mile Advisors LLC208,798$7.89M0.2%-0.8%1.048%
4/11/2025First City Capital Management Inc.51,438$1.94M1.2%-0.8%0.258%
4/11/2025KFG Wealth Management LLC89,298$3.37M0.6%-20.3%0.448%
4/10/2025Retirement Planning Group LLC18,974$717K0.0%-3.8%0.095%
4/10/2025Whipplewood Advisors LLC3,484$132K0.0%+1,591.3%0.017%
4/9/2025Buska Wealth Management LLC37,854$1.43M0.4%-5.5%0.190%
4/9/2025RFG Advisory LLC40,975$1.55M0.0%+12.4%0.206%
4/9/2025Milestone Asset Management LLC15,876$600K0.1%-8.4%0.080%
4/9/2025Cypress Financial Planning LLC16,999$642K0.2%-14.5%0.085%
4/9/2025Castle Rock Wealth Management LLC20,756$785K0.2%-2.5%0.104%
4/8/2025Advisory Alpha LLC142,559$5.39M0.3%-3.8%0.715%
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3/17/2025Wealth Enhancement Advisory Services LLC146,386$5.64M0.0%-62.3%0.732%
3/6/2025Wood Tarver Financial Group LLC2,672$102K0.0%N/A0.013%
3/5/2025Castle Rock Wealth Management LLC21,286$837K0.2%-3.2%0.102%
3/4/2025Buska Wealth Management LLC40,056$1.54M0.5%-17.4%0.192%
2/27/2025Bernard Wealth Management Corp.751$29K0.0%N/A0.004%
2/25/2025Armis Advisers LLC13,084$504K0.1%N/A0.063%
2/18/2025Investment Management Corp VA ADV1,546$60K0.1%N/A0.008%
2/18/2025Orion Capital Management LLC36,505$1.41M0.6%-6.3%0.183%
2/17/2025Wolverine Trading LLC21,817$841K0.0%N/A0.109%
2/17/2025Focus Partners Wealth200,244$7.71M0.0%-0.5%1.001%
(Data available from 1/1/2016 forward)

PAUG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PAUG shares?

During the previous two years, 226 institutional investors and hedge funds held shares of Innovator U.S. Equity Power Buffer ETF - August. The most heavily invested institutionals were Alliancebernstein L.P. ($99.26M), Penserra Capital Management LLC ($47.55M), Osaic Holdings Inc. ($26.77M), Sageworth Trust Co ($25.01M), Commonwealth Equity Services LLC ($22.07M), HighTower Advisors LLC ($20.24M), and Cresset Asset Management LLC ($17.61M).Learn more on Innovator U.S. Equity Power Buffer ETF - August's institutional investors.

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

Of the 195 institutional investors that purchased Innovator U.S. Equity Power Buffer ETF - August's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($1.90M), Commonwealth Equity Services LLC ($985.06K), SageView Advisory Group LLC ($916.90K), Sageworth Trust Co ($785.71K), Transform Wealth LLC ($664.41K), Envestnet Asset Management Inc. ($663.90K), and AE Wealth Management LLC ($624.22K).

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

Institutional investors have bought a total of 4,033,338 shares in the last 24 months. This purchase volume represents approximately $152.64M in transactions.

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

Of the 116 institutional investors that sold Innovator U.S. Equity Power Buffer ETF - August's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($1.65M), Commonwealth Equity Services LLC ($836.00K), Wealth Enhancement Advisory Services LLC ($329.55K), Soltis Investment Advisors LLC ($264.47K), Ascent Wealth Partners LLC ($254.34K), Cetera Investment Advisers ($184.14K), and Integral Investment Advisors Inc. ($182.71K).

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

Institutional investors have sold a total of 5,589,568 shares in the last 24 months. This volume of shares sold represents approximately $208.58M in transactions.



This page (BATS:PAUG) was last updated on 7/6/2025 by MarketBeat.com Staff
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