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

$40.56 -0.89 (-2.15%)
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Buffer ETF - August (BATS:BAUG)

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$60.55M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$51.22M
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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
4/17/2025Janney 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%
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%
2/13/2025Envestnet 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%
2/10/2025IMG Wealth Management Inc.6,684$291K0.3%N/A0.160%
2/10/2025GWN Securities Inc.6,588$287K0.1%N/A0.158%
2/10/2025Harbour 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%
2/5/2025Siligmueller & 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%
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1/27/2025Berkshire Money Management Inc.11,686$509K0.1%-7.0%0.280%
1/23/2025FSA 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%
1/14/2025 Outlook Wealth Advisors LLC11,788$514K0.1%-2.7%0.282%
1/14/2025PCA 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%
1/13/2025Brookstone 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%
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%
10/30/2024Beacon Financial Advisory LLC26,571$1.14M0.4%-2.1%0.636%
10/29/2024Janney Montgomery Scott LLC35,365$1.51M0.0%-5.9%0.846%
10/29/2024Chicago Partners Investment Group LLC10,157$436K0.0%-2.5%0.243%
10/28/2024Gladstone Institutional Advisory LLC8,176$350K0.0%N/A0.196%
10/25/2024Strategic Blueprint LLC14,758$631K0.0%+43.8%0.353%
10/24/2024FSA Advisors Inc.27,529$1.18M1.2%+13.6%0.659%
10/23/2024 Outlook Wealth Advisors LLC12,112$518K0.1%-2.0%0.290%
10/22/2024DHJJ Financial Advisors Ltd.20,091$859K0.3%+5.4%0.481%
10/22/2024 Chris Bulman Inc8,219$352K0.2%+329.0%0.197%
10/21/2024Foundations Investment Advisors LLC17,608$753K0.0%+32.6%0.421%
10/18/2024Crosspoint Financial LLC8,860$379K1.3%N/A0.212%
10/18/2024Raymond James & Associates55,359$2.37M0.0%+289.9%1.324%
10/17/2024 BCS Wealth Management17,081$731K0.3%-27.9%0.409%
10/17/2024Berkshire Money Management Inc.12,559$537K0.1%-6.4%0.300%
10/16/2024 Secure Asset Management LLC10,170$435K0.1%+6.2%0.243%
10/10/2024 CRA Financial Services LLC14,404$616K0.1%-11.1%0.345%
10/8/2024 Daymark Wealth Partners LLC4,945$212K0.0%N/A0.118%
10/8/2024Brookstone Capital Management388,724$16.63M0.2%+2,135.6%9.300%
10/8/2024Sugarloaf Wealth Management LLC1,566$67K0.0%N/A0.037%
10/5/2024 Central Valley Advisors LLC8,574$367K0.2%N/A0.205%
9/11/2024Summit Wealth Partners LLC4,965$201K0.0%-10.2%0.119%
8/22/2024Cetera Investment Advisers41,792$1.70M0.0%-13.4%1.000%
8/19/2024B. Riley Wealth Advisors Inc.10,134$411K0.0%-25.0%0.242%
8/13/2024AE Wealth Management LLC27,766$1.13M0.0%-3.6%0.664%
8/13/2024Benjamin F. Edwards & Company Inc.1,075$44K0.0%-21.8%0.026%
8/8/2024CoreCap Advisors LLC34,915$1.42M0.1%N/A0.835%
8/7/2024Vantage Financial Partners LLC5,406$219K0.1%-57.7%0.129%
8/6/2024 Chris Bulman Inc1,916$78K0.1%N/A0.046%
8/5/2024Blue Bell Private Wealth Management LLC34,909$1.42M0.3%-2.5%0.835%
8/2/2024Foundations Investment Advisors LLC13,282$539K0.0%+2.0%0.318%
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8/1/2024FSA Advisors Inc.24,230$983K1.0%-1.8%0.580%
7/31/2024Commonwealth Equity Services LLC211,260$8.57M0.0%-4.3%5.054%
7/30/2024 Integral Investment Advisors Inc.23,943$972K0.4%-4.0%0.573%
7/26/2024Beacon Financial Advisory LLC27,133$1.10M0.4%-9.2%0.649%
7/26/2024Cambridge Investment Research Advisors Inc.54,937$2.23M0.0%-11.4%1.314%
7/19/2024Berkshire Money Management Inc.13,415$544K0.1%-34.7%0.321%
7/18/2024Brookstone Capital Management17,388$715K0.0%-93.2%0.416%
7/16/2024 BCS Wealth Management23,687$961K0.5%-10.5%0.567%
7/15/2024 Diligent Investors LLC66,354$2.69M0.7%-0.8%1.587%
7/15/2024 RFG Advisory LLC25,554$1.04M0.0%-21.7%0.611%
(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 Brookstone Capital Management ($20.67M), Penserra Capital Management LLC ($13.41M), Acute Investment Advisory LLC ($13.12M), Janney Montgomery Scott LLC ($11.12M), Commonwealth Equity Services LLC ($10.07M), Personal CFO Solutions LLC ($9.79M), and Truist Financial Corp ($6.33M).Learn more on BAUG's institutional investors.

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

Of the 89 institutional investors that purchased Innovator U.S. Equity Buffer ETF - August stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($711.40K), Gradient Investments LLC ($675.67K), SageView Advisory Group LLC ($456.80K), AE Wealth Management LLC ($452.50K), Acute Investment Advisory LLC ($390.91K), Janney Montgomery Scott LLC ($279.54K), and Personal CFO Solutions LLC ($273.90K).

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

Institutional investors have bought a total of 5,245,937 shares in the last 24 months. This purchase volume represents approximately $190.84M in transactions.

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

Of the 65 institutional investors that sold Innovator U.S. Equity Buffer ETF - August stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Berkshire Money Management Inc. ($972.14K), Gradient Investments LLC ($673.88K), Brookstone Capital Management ($237.16K), Commonwealth Equity Services LLC ($230.24K), Raymond James & Associates ($105.51K), Raymond James Financial Services Advisors Inc. ($46.75K), and Cambridge Investment Research Advisors Inc. ($45.46K).

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

Institutional investors have sold a total of 2,694,347 shares in the last 24 months. This volume of shares sold represents approximately $98.31M in transactions.



This page (BATS:BAUG) was last updated on 4/17/2025 by MarketBeat.com Staff
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