Free Trial

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

$46.69 -0.42 (-0.90%)
Closing price 08/1/2025 03:58 PM Eastern
Extended Trading
$46.74 +0.05 (+0.10%)
As of 08/1/2025 04:36 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$65.43M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$23.14M
Get BAUG Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator U.S. Equity Buffer ETF - August stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

BAUG Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025 Stuart Chaussee & Associates Inc.11,806$543K0.1%N/A0.337%
8/1/2025 FSA Advisors Inc.26,639$1.23M1.0%-1.5%0.761%
8/1/2025 Envestnet Asset Management Inc.39,039$1.80M0.0%-4.2%1.115%
7/31/2025 Curio Wealth LLC636$29K0.0%N/A0.018%
7/30/2025 Brookstone Capital Management14,748$679K0.0%-8.8%0.421%
7/25/2025 MGO One Seven LLC8,680$399K0.0%N/A0.248%
7/24/2025 IFP Advisors Inc7,586$349K0.0%+15.7%0.217%
7/22/2025 Beacon Financial Advisory LLC24,256$1.12M0.3%-8.7%0.693%
7/22/2025 Diligent Investors LLC56,350$2.59M0.6%-0.9%1.610%
7/18/2025 Truist Financial Corp5,725$263K0.0%N/A0.164%
7/17/2025 Janney Montgomery Scott LLC34,323$1.58M0.0%-86.9%0.981%
7/15/2025 BCS Wealth Management13,701$631K0.1%-7.8%0.391%
7/14/2025 Buska Wealth Management LLC24,820$1.14M0.3%-22.2%0.709%
7/14/2025 Sowell Financial Services LLC4,624$213K0.0%N/A0.132%
7/10/2025 Oliver Lagore Vanvalin Investment Group865$37K0.0%N/A0.025%
7/10/2025 Secure Asset Management LLC8,026$369K0.1%-6.1%0.229%
6/10/2025Compass Financial Services Inc1,034$44K0.0%N/A0.029%
5/15/2025OLD Mission Capital LLC20,880$886K0.0%N/A0.572%
5/14/2025CreativeOne Wealth LLC24,346$1.03M0.0%-1.1%0.624%
5/14/2025Kestra Advisory Services LLC62,402$2.65M0.0%-48.8%1.600%
5/13/2025Raymond James Financial Inc.105,128$4.46M0.0%-0.6%2.696%
5/13/2025HighTower Advisors LLC84,186$3.57M0.0%-1.0%2.159%
5/9/2025 Chicago Partners Investment Group LLC7,710$328K0.0%-24.1%0.198%
5/9/2025WealthShield Partners LLC11,801$501K0.1%+43.9%0.303%
5/8/2025 Harbour Investments Inc.7,006$297K0.0%-10.3%0.180%
5/7/2025LPL Financial LLC54,618$2.32M0.0%+75.6%1.400%
5/6/2025Cetera Investment Advisers37,252$1.58M0.0%-23.9%0.955%
5/6/2025PFG Advisors5,954$253K0.0%-23.0%0.153%
5/5/2025 IFP Advisors Inc6,558$278K0.0%-5.2%0.168%
5/2/2025Sigma Planning Corp13,326$566K0.0%-5.8%0.342%
5/1/2025Crosspoint Financial LLC8,660$368K1.1%N/A0.222%
4/30/2025Cerity Partners LLC105,954$4.50M0.0%-4.8%2.717%
4/30/2025Trek Financial LLC18,667$792K0.1%-26.4%0.479%
4/29/2025 Envestnet Asset Management Inc.40,771$1.73M0.0%-24.2%1.045%
4/29/2025Penserra Capital Management LLC408,985$17.36M0.3%+17.2%10.487%
4/29/2025World Investment Advisors26,358$1.12M0.0%-0.9%0.676%
4/22/2025 Cambridge Investment Research Advisors Inc.55,754$2.37M0.0%-4.5%1.430%
4/18/2025 DHJJ Financial Advisors Ltd.19,196$815K0.3%-4.5%0.488%
4/17/2025 Janney Montgomery Scott LLC261,886$11.12M0.0%+643.0%6.664%
4/16/2025 CRA Financial Services LLC11,639$494K0.1%-19.2%0.296%
New Federal Land Rush About to Start? (Ad)

A $100 Trillion Wealth Shift Is Already Underway Lithium. Oil. Gold. Trillions in U.S. resources are being quietly opened to the public, and former hedge fund firm manager Whitney Tilson believes this is the best chance in years to turn a small stake into huge gains. He's naming one $10 stock leading this "US: IPO" boom.

Click here to see the full story.
4/16/2025 Wealth Enhancement Advisory Services LLC8,038$341K0.0%+6.6%0.205%
4/14/2025 BCS Wealth Management14,868$631K0.2%-11.8%0.378%
4/10/2025 Diligent Investors LLC56,867$2.41M0.6%-14.1%1.447%
4/10/2025 Secure Asset Management LLC8,551$363K0.1%-15.9%0.218%
4/9/2025 Buska Wealth Management LLC31,912$1.36M0.4%-7.5%0.812%
4/9/2025 RFG Advisory LLC11,086$471K0.0%-4.5%0.282%
4/9/2025 Fragasso Financial Advisors Inc22,921$973K0.1%-1.3%0.583%
3/17/2025 Wealth Enhancement Advisory Services LLC7,538$329K0.0%N/A0.191%
3/4/2025 Buska Wealth Management LLC34,505$1.50M0.5%-21.1%0.938%
2/17/2025Wolverine Trading LLC7,612$333K0.0%N/A0.182%
2/17/2025CoreCap Advisors LLC24,045$1.05M0.0%-33.9%0.575%
2/17/2025Cetera Investment Advisers48,956$2.13M0.0%-17.1%1.171%
2/17/2025Chapman Financial Group LLC35,545$1.55M1.2%N/A0.850%
2/14/2025Jane Street Group LLC4,628$202K0.0%N/A0.111%
2/14/2025Bellwether Advisors LLC2,847$124K0.0%N/A0.068%
2/14/2025Beacon Pointe Advisors LLC40,682$1.77M0.0%+0.9%0.973%
2/14/2025IHT Wealth Management LLC8,959$390K0.0%+9.7%0.214%
2/13/2025CreativeOne Wealth LLC24,615$1.07M0.0%+47.1%0.589%
2/13/2025Barclays PLC3,338$145K0.0%N/A0.080%
2/13/2025Raymond James Financial Inc.105,774$4.61M0.0%N/A2.530%
2/13/2025Cerity Partners LLC111,287$4.85M0.0%+0.9%2.662%
2/13/2025Trek Financial LLC25,379$1.11M0.1%-2.3%0.607%
2/13/2025 Envestnet Asset Management Inc.53,753$2.34M0.0%-12.1%1.286%
2/13/2025Wells Fargo & Company MN1,700$74K0.0%N/A0.041%
2/12/2025World Investment Advisors26,605$1.16M0.0%-12.3%0.636%
2/12/2025JPMorgan Chase & Co.1,304$57K0.0%-69.1%0.031%
2/11/2025LPL Financial LLC31,095$1.36M0.0%+4.6%0.744%
2/10/2025 IMG Wealth Management Inc.6,684$291K0.3%N/A0.160%
2/10/2025 GWN Securities Inc.6,588$287K0.1%N/A0.158%
2/10/2025 Harbour Investments Inc.7,807$340K0.0%-6.1%0.187%
2/10/2025Commonwealth Equity Services LLC231,144$10.07M0.0%-8.8%5.530%
2/7/2025PFG Advisors7,728$337K0.0%-6.1%0.185%
2/7/2025HighTower Advisors LLC85,046$3.71M0.0%-1.2%2.035%
2/6/2025Raymond James Financial Inc.105,774$4.61M0.0%N/A2.530%
2/6/2025Steward Partners Investment Advisory LLC13,176$574K0.0%-5.7%0.315%
2/5/2025 Siligmueller & Norvid Wealth Advisors LLC12,850$560K0.2%N/A0.307%
2/4/2025WealthShield Partners LLC8,201$357K0.1%-30.5%0.196%
1/30/2025Principal Securities Inc.12,419$541K0.0%-3.3%0.297%
1/27/2025 Berkshire Money Management Inc.11,686$509K0.1%-7.0%0.280%
1/23/2025 FSA Advisors Inc.27,069$1.16M1.4%-1.7%0.648%
1/22/2025Foundations Investment Advisors LLC12,767$556K0.0%-27.5%0.305%
1/21/2025 RFG Advisory LLC11,608$506K0.0%-62.0%0.278%
1/14/2025Outlook Wealth Advisors LLC11,788$514K0.1%-2.7%0.282%
1/14/2025 PCA Investment Advisory Services Inc.9,437$411K0.2%-9.6%0.226%
1/13/2025 Fragasso Financial Advisors Inc23,220$1.01M0.1%-38.2%0.556%
1/13/2025 Brookstone Capital Management474,240$20.67M0.3%+22.0%11.345%
12/26/2024JPMorgan Chase & Co.4,218$180K0.0%N/A0.101%
11/25/2024World Investment Advisors LLC30,335$1.30M0.0%N/A0.726%
11/18/2024Sunbelt Securities Inc.22,016$942K0.1%-3.8%0.527%
11/15/2024MML Investors Services LLC20,150$862K0.0%+50.6%0.482%
New Federal Land Rush About to Start? (Ad)

A $100 Trillion Wealth Shift Is Already Underway Lithium. Oil. Gold. Trillions in U.S. resources are being quietly opened to the public, and former hedge fund firm manager Whitney Tilson believes this is the best chance in years to turn a small stake into huge gains. He's naming one $10 stock leading this "US: IPO" boom.

Click here to see the full story.
11/15/2024Orion Portfolio Solutions LLC6,464$277K0.0%N/A0.155%
11/15/2024HighTower Advisors LLC86,087$3.68M0.0%+27.3%2.059%
11/14/2024Tradition Wealth Management LLC6,506$278K0.0%N/A0.156%
11/14/2024CreativeOne Wealth LLC16,731$716K0.0%+62.8%0.400%
11/13/2024Townsquare Capital LLC4,742$203K0.0%-41.6%0.113%
11/12/2024Penserra Capital Management LLC313,574$13.41M0.3%+26.1%7.502%
11/12/2024Cerity Partners LLC110,325$4.72M0.0%+1,061.3%2.639%
11/4/2024Sigma Planning Corp14,098$603K0.0%+7.4%0.337%
10/30/2024 Beacon Financial Advisory LLC26,571$1.14M0.4%-2.1%0.636%
10/29/2024 Janney Montgomery Scott LLC35,365$1.51M0.0%-5.9%0.846%
(Data available from 1/1/2016 forward)

BAUG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BAUG shares?

During the previous two years, 107 institutional investors and hedge funds held shares of Innovator U.S. Equity Buffer ETF - August. The most heavily invested institutionals were Penserra Capital Management LLC ($17.36M), Commonwealth Equity Services LLC ($10.07M), Personal CFO Solutions LLC ($9.79M), Cerity Partners LLC ($4.50M), Raymond James Financial Inc. ($4.46M), HighTower Advisors LLC ($3.57M), and Kestra Advisory Services LLC ($2.65M).Learn more on Innovator U.S. Equity Buffer ETF - August's institutional investors.

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

Of the 87 institutional investors that purchased Innovator U.S. Equity Buffer ETF - August's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gradient Investments LLC ($675.67K), Brookstone Capital Management ($558.63K), SageView Advisory Group LLC ($456.80K), Janney Montgomery Scott LLC ($279.54K), Personal CFO Solutions LLC ($273.90K), Raymond James Financial Inc. ($211.55K), and Penserra Capital Management LLC ($176.21K).

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

Institutional investors have bought a total of 1,523,332 shares in the last 24 months. This purchase volume represents approximately $65.43M in transactions.

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

Of the 45 institutional investors that sold Innovator U.S. Equity Buffer ETF - August's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Janney Montgomery Scott LLC ($229.78K), Kestra Advisory Services LLC ($59.40K), Cetera Investment Advisers ($28.32K), Commonwealth Equity Services LLC ($22.27K), Envestnet Asset Management Inc. ($22.11K), RFG Advisory LLC ($19.43K), and Buska Wealth Management LLC ($18.89K).

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

Institutional investors have sold a total of 522,778 shares in the last 24 months. This volume of shares sold represents approximately $23.14M in transactions.



This page (BATS:BAUG) was last updated on 8/3/2025 by MarketBeat.com Staff
From Our Partners