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

Innovator U.S. Equity Power Buffer ETF - August logo
$46.82 -0.01 (-0.02%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
135
Total
Institutional Inflows
(last 12 months)
$219.41M
Number of
Institutional Sellers
(last 12 months)
103
Total
Institutional Outflows
(last 12 months)
$99.25M
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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
7/10/2026 Buska Wealth Management LLC16,433$750K0.3%-7.3%0.085%
7/10/2026 Fiduciary Financial Group LLC32,595$1.49M0.2%-4.1%0.168%
7/7/2026 Integral Investment Advisors Inc.4,414$201K0.0%N/A0.023%
7/7/2026 Dynamic Advisor Solutions LLC37,978$1.73M0.0%-5.9%0.196%
7/7/2026 CoreCap Advisors LLC148,465$6.78M0.2%-1.9%0.765%
6/23/2026 MTM Financial Group LLC51,049$2.18M1.0%-0.4%0.263%
6/3/2026 NewEdge Advisors LLC16,303$696K0.0%-9.8%0.084%
5/19/2026GTS Financial LLC35,480$1.52M1.1%N/A0.183%
5/19/2026 Cornerstone Wealth LLC TN141,024$6.28M3.6%N/A0.727%
5/19/2026 NewEdge Advisors LLC16,303$696K0.0%-9.8%0.084%
5/15/2026 Wealth Alliance LLC46,172$1.97M0.2%-0.8%0.238%
5/13/2026 Cetera Investment Advisers318,614$13.61M0.0%-5.0%1.642%
5/12/2026Bellwether Advisors LLC84,532$3.61M0.6%-0.4%0.436%
5/7/2026 Ascent Wealth Partners LLC238,579$10.19M1.2%-1.5%1.230%
5/6/2026 FSA Advisors Inc.33,706$1.44M0.9%-1.1%0.174%
5/6/2026 Forty three Eighteen Advisors LLC5,228$223K0.2%-13.3%0.027%
5/6/2026 Independent Financial Group LLC15,859$677K0.0%N/A0.082%
5/5/2026 Sigma Planning Corp10,063$430K0.0%-66.5%0.052%
5/4/2026 Chicago Partners Investment Group LLC6,186$276K0.0%-19.5%0.032%
5/2/2026 Valmark Advisers Inc.38,468$1.64M0.0%-12.1%0.198%
5/1/2026 Corrado Advisors LLC56,470$2.41M1.3%-2.3%0.291%
4/30/2026 Kestra Advisory Services LLC408,091$17.43M0.1%+36.7%2.104%
4/29/2026 WealthPLAN Partners LLC7,517$321K0.1%-7.8%0.039%
4/29/2026 Red Crane Wealth Management LLC33,092$1.41M1.2%-6.4%0.171%
4/28/2026 Koshinski Asset Management Inc.5,910$252K0.0%-19.3%0.030%
4/28/2026 Beacon Financial Advisory LLC18,356$784K0.2%-1.6%0.095%
4/27/2026World Investment Advisors16,325$697K0.0%-3.6%0.084%
4/23/2026 Apollon Wealth Management LLC12,922$552K0.0%+2.6%0.067%
4/22/2026 Patriot Financial Group Insurance Agency LLC79,992$3.42M0.2%+100.0%0.412%
4/22/2026 Janney Montgomery Scott LLC72,558$3.10M0.0%-7.6%0.374%
4/21/2026 Sugar Maple Asset Management LLC11,348$485K0.3%-5.0%0.058%
4/21/2026 Maltin Wealth Management Inc.9,678$413K0.2%-28.7%0.050%
4/21/2026 KFG Wealth Management LLC77,187$3.30M0.4%-6.8%0.398%
4/21/2026 Silver Oak Securities Incorporated24,224$1.04M0.1%-1.5%0.125%
4/21/2026 Fiduciary Alliance LLC5,295$235K0.0%-9.7%0.027%
4/20/2026 RFG Advisory LLC22,255$951K0.0%-24.6%0.115%
4/18/2026 Weaver Capital Management LLC39,999$1.71M0.4%-2.1%0.206%
4/18/2026 BCS Wealth Management55,377$2.37M0.5%-51.6%0.285%
4/17/2026 First City Capital Management Inc.45,375$1.94M1.0%-1.1%0.234%
4/17/2026 Summit Wealth Partners LLC14,799$632K0.1%-4.6%0.076%
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4/17/2026 Brookstone Capital Management170,207$7.27M0.1%-80.8%0.877%
3/17/2026 Forty three Eighteen Advisors LLC6,028$261K0.2%N/A0.031%
3/17/2026 Rockefeller Capital Management L.P.4,505$195K0.0%-24.4%0.023%
3/13/2026World Investment Advisors16,938$733K0.0%+42.6%0.087%
2/20/2026Sunbelt Securities Inc.900$39K0.0%-44.9%0.005%
2/19/2026 BFI Wealth Solutions LLC24,826$1.07M1.0%N/A0.128%
2/18/2026Ameriflex Group Inc.6,879$298K0.2%-50.0%0.035%
2/18/2026 First Commonwealth Financial Corp PA 65,840$2.85M0.5%+0.4%0.339%
2/18/2026 Mercer Global Advisors Inc. ADV36,676$1.59M0.0%+35.9%0.189%
2/18/2026Beacon Pointe Advisors LLC193,509$8.37M0.1%+3.1%0.997%
2/18/2026 NewEdge Advisors LLC18,066$781K0.0%-13.0%0.093%
2/18/2026 Clay Northam Wealth Management LLC37,370$1.62M0.9%-1.6%0.193%
2/17/2026 Cetera Investment Advisers335,419$14.51M0.0%-5.5%1.729%
2/17/2026Osaic Holdings Inc.1,416,037$61.24M0.1%-10.0%7.299%
2/17/2026 Advisory Services Network LLC39,471$1.71M0.0%-59.7%0.203%
2/17/2026 Captrust Financial Advisors78,773$3.41M0.0%-6.7%0.406%
2/17/2026 Blair William & Co. IL431,873$18.68M0.1%-2.8%2.226%
2/17/2026 Rothschild Wealth LLC181,603$7.85M0.8%N/A0.936%
2/17/2026 Faithward Advisors LLC4,697$203K0.0%N/A0.024%
2/16/2026 MML Investors Services LLC80,900$3.50M0.0%-22.8%0.417%
2/16/2026 Mariner LLC128,293$5.55M0.0%+0.8%0.661%
2/16/2026 Focus Partners Wealth566,642$24.51M0.0%+198.7%2.921%
2/16/2026 Arax Advisory Partners7,554$327K0.0%N/A0.039%
2/16/2026Barclays PLC4,653$201K0.0%N/A0.024%
2/13/2026 Jacobi Capital Management LLC18,373$795K0.0%-33.2%0.095%
2/13/2026 Kestra Advisory Services LLC298,554$12.91M0.1%-0.1%1.539%
2/13/2026 Arkadios Wealth Advisors25,974$1.12M0.0%+21.7%0.134%
2/12/2026HRT Financial LP8,791$380K0.0%N/A0.045%
2/12/2026Orion Porfolio Solutions LLC21,496$930K0.0%-14.2%0.111%
2/12/2026 TopTier Wealth Management LLC24,946$1.08M0.7%N/A0.129%
2/12/2026 Commonwealth Equity Services LLC597,997$25.86M0.0%-1.3%3.082%
2/12/2026 Principal Securities Inc.13,299$575K0.0%-3.9%0.069%
2/11/2026 Janney Montgomery Scott LLC78,567$3.40M0.0%+9.8%0.405%
2/11/2026 Fortune Financial Group Inc.8,582$410K0.4%N/A0.044%
2/11/2026 Outlook Wealth Advisors LLC18,141$785K0.2%-1.3%0.094%
2/11/2026Cerity Partners LLC176,945$7.65M0.0%-38.6%0.912%
2/11/2026 LPL Financial LLC262,584$11.36M0.0%+10.7%1.354%
2/11/2026 Tradition Wealth Management LLC58,790$2.54M0.2%-2.9%0.303%
2/10/2026COFG Advisors LLC52,671$2.28M0.6%N/A0.272%
2/10/2026Gill Capital Partners LLC140,333$6.07M1.8%+1.2%0.723%
2/10/2026 Rothschild Wealth LLC181,603$7.85M0.9%N/A0.936%
2/10/2026 Corrado Advisors LLC57,802$2.50M1.3%-0.7%0.298%
2/10/2026Foundations Investment Advisors LLC39,926$1.73M0.0%-3.1%0.206%
2/9/2026Kingsview Wealth Management LLC12,166$526K0.0%-11.7%0.063%
2/9/2026 Valtinson Bruner Financial Planning LLC7,111$308K0.1%-8.0%0.037%
2/9/2026 Integrity Alliance LLC.8,244$357K0.0%N/A0.042%
2/9/2026 Integrity Advisory Solutions LLC25,088$1.09M0.2%+7.0%0.129%
2/9/2026 Blue Bell Private Wealth Management LLC15,695$679K0.1%-3.3%0.081%
2/9/2026 Harbour Investments Inc.13,488$583K0.0%-41.8%0.070%
2/9/2026 Global Assets Advisory LLC47,655$2.06M0.6%-1.1%0.246%
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2/9/2026 Annis Gardner Whiting Capital Advisors LLC21,463$928K0.2%-10.8%0.111%
2/6/2026 Advisory Alpha LLC230,134$9.95M0.3%+0.6%1.186%
2/6/2026 IFP Advisors Inc17,715$766K0.0%+23.6%0.091%
2/6/2026 HighTower Advisors LLC396,868$17.17M0.0%-1.4%2.046%
2/5/2026Schulz Wealth LTD.22,035$953K0.6%-4.5%0.114%
2/5/2026 Blue Water Asset Management11,099$480K0.2%N/A0.057%
2/5/2026 Castle Rock Wealth Management LLC14,424$627K0.1%-5.9%0.074%
2/5/2026 Atria Investments Inc104,658$4.53M0.1%+0.7%0.539%
2/4/2026World Investment Advisors16,938$733K0.0%+42.6%0.087%
2/3/2026 Parker Financial LLC5,247$227K0.1%-12.6%0.027%


PAUG Institutional Ownership - Frequently Asked Questions

During the previous two years, 240 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. ($141.21M), Penserra Capital Management LLC ($62.94M), Osaic Holdings Inc. ($61.24M), Commonwealth Equity Services LLC ($25.86M), Focus Partners Wealth ($24.51M), Cresset Asset Management LLC ($20.89M), and Blair William & Co. IL ($18.68M).Learn more on Innovator U.S. Equity Power Buffer ETF - August's institutional investors.

Of the 190 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 ($1.47M), Cerity Partners LLC ($740.92K), Alliancebernstein L.P. ($733.17K), Wealth Enhancement Advisory Services LLC ($610.56K), Commonwealth Equity Services LLC ($399.57K), Focus Partners Wealth ($394.37K), and Rothschild Wealth LLC ($363.21K).

Institutional investors have bought a total of 5,142,179 shares in the last 24 months. This purchase volume represents approximately $219.41M in transactions.

Of the 102 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 ($731.29K), Cerity Partners LLC ($563.98K), Wealth Enhancement Advisory Services LLC ($214.17K), Osaic Holdings Inc. ($158.19K), BCS Wealth Management ($59.91K), Advisory Services Network LLC ($58.39K), and Dakota Wealth Management ($41.36K).

Institutional investors have sold a total of 2,314,256 shares in the last 24 months. This volume of shares sold represents approximately $99.25M in transactions.



Institutional ownership data for BATS:PAUG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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