INNOVATOR U.S. EQUITY BUFFER (BAUG) Institutional Ownership Changes & 13F Activity

INNOVATOR U.S. EQUITY BUFFER (BAUG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Penserra Capital Management Llc, Osaic Holdings, Inc., Susquehanna International Group, Llp, Raymond James Financial Inc, and Mml Investors Services, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Beacon Pointe Advisors, LlcSell-1,265-2.8%43,979$2.36MQ2 2026Aug 18, 2026
Fsa Advisors, Inc.Sell-1,166-4.4%25,213$1.35MQ2 2026Aug 17, 2026
Osaic Holdings, Inc.Buy+69,177+53.2%199,200$10.68MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+29,875+108.1%57,518$3.08MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-17,665-17.0%86,332$4.63MQ2 2026Aug 14, 2026
Old Mission Capital LlcSell-5,144-19.7%20,923$1.12MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+3,9433,943$211.00KQ2 2026Aug 14, 2026
Cerity Partners LlcSell-3,539-2.6%131,628$7.06MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+1,0001,000$53.62KQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcSell-461-4.2%10,569$566.65KQ2 2026Aug 14, 2026
Cofg Advisors, LlcSell-400-1.9%20,206$1.08MQ2 2026Aug 14, 2026
Barclays PlcBuy+302+115.3%564$30.24KQ2 2026Aug 14, 2026
Gts Financial, LlcSell-201-4.0%4,855$223.43KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+117117$6.27KQ2 2026Aug 14, 2026
Larson Financial Group LlcSell-30-19.6%123$6.59KQ2 2026Aug 14, 2026
Penserra Capital Management LlcBuy+79,581+19.4%489,400$26.24MQ2 2026Aug 13, 2026
Creativeone Wealth, LlcSell-2,197-10.9%17,872$958.20KQ2 2026Aug 13, 2026
Trek Financial, LlcSell-292-1.7%16,878$904.91KQ2 2026Aug 13, 2026
Visionary Wealth AdvisorsSell-215-1.9%11,341$608.04KQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Sell-93-0.7%13,180$706.64KQ2 2026Aug 13, 2026
Cetera Investment AdvisersSell-7,251-14.3%43,510$2.33MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+1,5381,538$82.20KQ2 2026Aug 12, 2026
First Commonwealth Financial CorpSell-88-0.6%14,148$758.54KQ2 2026Aug 12, 2026
Rothschild Wealth LlcBuy+4,0504,050$217.14KQ2 2026Aug 11, 2026
Arax Advisory PartnersBuy+1,537+12.3%14,021$751.73KQ2 2026Aug 10, 2026
Mml Investors Services, LlcBuy+9,907+70.9%23,885$1.28MQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+3,668+8.0%49,450$2.65MQ2 2026Aug 07, 2026
Lido Advisors, LlcSell-904-8.5%9,758$523.17KQ2 2026Aug 07, 2026
Sigma Planning CorpSell-828-6.3%12,340$661.63KQ2 2026Aug 07, 2026
Blue Bell Private Wealth Management, LlcSell-175-0.6%31,593$1.69MQ2 2026Aug 06, 2026
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Frequently asked questions about BAUG activity

  • Which institutional owners are buying BAUG?

    Institutional owners buying BAUG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BAUG activity?

    "Buy" means an investor increased their reported position in BAUG compared to the prior reporting period. This reflects growing exposure to INNOVATOR U.S. EQUITY BUFFER (BAUG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BAUG increasing?

    Institutional interest in BAUG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.