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

$25.72 +0.62 (+2.47%)
As of 01/21/2025 03:55 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Small Cap Power Buffer ETF August (BATS:KAUG)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$8.40M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$77.23K
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KAUG Institutional Buying and Selling by Quarter

Innovator U.S. Small Cap Power Buffer ETF August Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025RFG Advisory LLC12,563$316K0.0%-10.1%0.000%
1/14/2025 Outlook Wealth Advisors LLC9,467$238K0.1%N/A0.000%
1/13/2025 Elmwood Wealth Management Inc.10,000$251K0.1%N/A0.000%
1/13/2025 Brookstone Capital Management14,858$374K0.0%-6.9%0.000%
1/10/2025 Sugarloaf Wealth Management LLC22,718$571K0.1%N/A0.000%
1/8/2025 Private 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%
10/8/2024 Brookstone Capital Management15,957$400K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

KAUG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KAUG shares?

During the previous two years, 13 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. ($2.22M), HighTower Advisors LLC ($2.11M), Corrado Advisors LLC ($1.63M), Private Client Services LLC ($962K), Sugarloaf Wealth Management LLC ($571K), Brookstone Capital Management ($374K), and Harbour Investments Inc. ($368K).Learn more on KAUG's institutional investors.

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

Of the 11 institutional investors that purchased Innovator U.S. Small Cap Power Buffer ETF August stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Berkshire Money Management Inc. ($88.79K), HighTower Advisors LLC ($84.44K), Corrado Advisors LLC ($65.18K), Sugarloaf Wealth Management LLC ($22.72K), Brookstone Capital Management ($15.96K), Harbour Investments Inc. ($14.70K), and Stephens Inc. AR ($13.24K).

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

Institutional investors have bought a total of 335,139 shares in the last 24 months. This purchase volume represents approximately $8.40M in transactions.

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

The following institutional investors have sold Innovator U.S. Small Cap Power Buffer ETF August stock in the last 24 months: RFG Advisory LLC ($1.42K), Brookstone Capital Management ($1.10K), and Private Client Services LLC ($549.00).

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

Institutional investors have sold a total of 3,064 shares in the last 24 months. This volume of shares sold represents approximately $77.23K in transactions.



This page (BATS:KAUG) was last updated on 1/22/2025 by MarketBeat.com Staff
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