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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Beacon Pointe Advisors, Llc | Sell | -1,265 | -2.8% | 43,979 | $2.36M | Q2 2026 | Aug 18, 2026 |
| Fsa Advisors, Inc. | Sell | -1,166 | -4.4% | 25,213 | $1.35M | Q2 2026 | Aug 17, 2026 |
| Osaic Holdings, Inc. | Buy | +69,177 | +53.2% | 199,200 | $10.68M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +29,875 | +108.1% | 57,518 | $3.08M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -17,665 | -17.0% | 86,332 | $4.63M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Sell | -5,144 | -19.7% | 20,923 | $1.12M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +3,943 | — | 3,943 | $211.00K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -3,539 | -2.6% | 131,628 | $7.06M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +1,000 | — | 1,000 | $53.62K | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Sell | -461 | -4.2% | 10,569 | $566.65K | Q2 2026 | Aug 14, 2026 |
| Cofg Advisors, Llc | Sell | -400 | -1.9% | 20,206 | $1.08M | Q2 2026 | Aug 14, 2026 |
| Barclays Plc | Buy | +302 | +115.3% | 564 | $30.24K | Q2 2026 | Aug 14, 2026 |
| Gts Financial, Llc | Sell | -201 | -4.0% | 4,855 | $223.43K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +117 | — | 117 | $6.27K | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Sell | -30 | -19.6% | 123 | $6.59K | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management Llc | Buy | +79,581 | +19.4% | 489,400 | $26.24M | Q2 2026 | Aug 13, 2026 |
| Creativeone Wealth, Llc | Sell | -2,197 | -10.9% | 17,872 | $958.20K | Q2 2026 | Aug 13, 2026 |
| Trek Financial, Llc | Sell | -292 | -1.7% | 16,878 | $904.91K | Q2 2026 | Aug 13, 2026 |
| Visionary Wealth Advisors | Sell | -215 | -1.9% | 11,341 | $608.04K | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Sell | -93 | -0.7% | 13,180 | $706.64K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Sell | -7,251 | -14.3% | 43,510 | $2.33M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +1,538 | — | 1,538 | $82.20K | Q2 2026 | Aug 12, 2026 |
| First Commonwealth Financial Corp | Sell | -88 | -0.6% | 14,148 | $758.54K | Q2 2026 | Aug 12, 2026 |
| Rothschild Wealth Llc | Buy | +4,050 | — | 4,050 | $217.14K | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | Buy | +1,537 | +12.3% | 14,021 | $751.73K | Q2 2026 | Aug 10, 2026 |
| Mml Investors Services, Llc | Buy | +9,907 | +70.9% | 23,885 | $1.28M | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Buy | +3,668 | +8.0% | 49,450 | $2.65M | Q2 2026 | Aug 07, 2026 |
| Lido Advisors, Llc | Sell | -904 | -8.5% | 9,758 | $523.17K | Q2 2026 | Aug 07, 2026 |
| Sigma Planning Corp | Sell | -828 | -6.3% | 12,340 | $661.63K | Q2 2026 | Aug 07, 2026 |
| Blue Bell Private Wealth Management, Llc | Sell | -175 | -0.6% | 31,593 | $1.69M | Q2 2026 | Aug 06, 2026 |
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.