INNOVATOR U.S. EQUITY BUFFER (BAUG) Institutional Shareholders
INNOVATOR U.S. EQUITY BUFFER (BAUG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $97.12M in BAUG holdings during the latest filing period.
Commonwealth Equity Services, Llc is currently the largest disclosed institutional shareholder of BAUG tracked by InsiderSet, reporting ownership valued at approximately $10.08M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $10.19M, representing an estimated gain of +1.05% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed BAUG value among the investors covered in this analysis. Major shareholders include Commonwealth Equity Services, Llc, Cerity Partners Llc, Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in INNOVATOR U.S. EQUITY BUFFER (BAUG).
This page ranks the largest institutional BAUG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
96
Total Reported Value
$97.12M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$10.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
111
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Commonwealth Equity Services, Llc | 0.01% | 188,041 | $10,081,700 | $10,187,121 | +$105,421 | +1.05% | |
| Cerity Partners Llc | 0.01% | 135,167 | $6,602,610 | $7,322,672 | +$720,062 | +10.91% | |
| Osaic Holdings, Inc. | 0.01% | 130,023 | $6,351,604 | $7,043,996 | +$692,392 | +10.90% | |
| Kestra Advisory Services, Llc | 0.02% | 112,407 | $6,026,618 | $6,089,649 | +$63,031 | +1.05% | |
| Raymond James Financial Inc | 0.00% | 103,997 | $5,080,025 | $5,634,037 | +$554,012 | +10.91% | |
| Hightower Advisors, Llc | 0.00% | 87,902 | $4,293,819 | $4,762,091 | +$468,272 | +10.91% | |
| Diligent Investors, Llc | 0.62% | 52,266 | $2,802,215 | $2,831,511 | +$29,296 | +1.05% | |
| Cetera Investment Advisers | 0.00% | 50,761 | $2,479,563 | $2,749,977 | +$270,414 | +10.91% | |
| Envestnet Asset Management Inc | 0.00% | 47,565 | $2,323,446 | $2,576,834 | +$253,388 | +10.91% | |
| Lpl Financial Llc | 0.00% | 45,782 | $2,236,350 | $2,480,240 | +$243,890 | +10.91% | |
| Toptier Wealth Management, Llc | 1.35% | 41,699 | $2,235,671 | $2,259,043 | +$23,372 | +1.05% | |
| Beacon Pointe Advisors, Llc | 0.01% | 45,244 | $2,210,070 | $2,451,094 | +$241,024 | +10.91% | |
| Integral Investment Advisors, Inc. | 0.37% | 31,357 | $1,681,190 | $1,698,765 | +$17,575 | +1.05% | |
| Snowden Capital Advisors Llc | 0.04% | 33,391 | $1,631,077 | $1,808,957 | +$177,880 | +10.91% | |
| Blue Bell Private Wealth Management, Llc | 0.22% | 31,768 | $1,551,797 | $1,721,031 | +$169,234 | +10.91% | |
| Chapman Financial Group, Llc | 1.01% | 28,869 | $1,410,188 | $1,563,978 | +$153,790 | +10.91% | |
| Lantz Financial Llc | 0.25% | 25,589 | $1,371,941 | $1,386,284 | +$14,343 | +1.05% | |
| Susquehanna International Group, Llp | 0.00% | 27,643 | $1,350,300 | $1,497,560 | +$147,260 | +10.91% | |
| Beacon Financial Advisory Llc | 0.30% | 27,071 | $1,322,359 | $1,466,571 | +$144,212 | +10.91% | |
| Fsa Advisors, Inc. | 0.85% | 26,379 | $1,288,556 | $1,429,082 | +$140,526 | +10.91% | |
| Old Mission Capital Llc | 0.03% | 26,067 | $1,273,315 | $1,412,180 | +$138,865 | +10.91% | |
| Corecap Advisors, Llc | 0.03% | 21,031 | $1,127,567 | $1,139,354 | +$11,787 | +1.05% | |
| World Investment Advisors | 0.02% | 21,628 | $1,056,480 | $1,171,697 | +$115,217 | +10.91% | |
| Brookstone Capital Management | 0.01% | 19,025 | $1,020,016 | $1,030,679 | +$10,663 | +1.05% | |
| Dhjj Financial Advisors, Ltd. | 0.29% | 18,958 | $1,016,424 | $1,027,050 | +$10,626 | +1.05% | |
| Cofg Advisors, Llc | 0.25% | 20,606 | $1,006,541 | $1,116,330 | +$109,789 | +10.91% | |
| Creativeone Wealth, Llc | 0.02% | 20,069 | $980,327 | $1,087,238 | +$106,911 | +10.91% | |
| Weaver Consulting Group | 0.20% | 18,107 | $970,793 | $980,947 | +$10,154 | +1.05% | |
| Gwn Securities Inc. | 0.18% | 19,731 | $963,816 | $1,068,927 | +$105,111 | +10.91% | |
| Bcs Wealth Management | 0.16% | 16,403 | $879,439 | $888,633 | +$9,194 | +1.05% | |
| Cra Financial Services, Llc | 0.10% | 16,209 | $869,037 | $878,123 | +$9,086 | +1.05% | |
| Trek Financial, Llc | 0.04% | 17,170 | $838,717 | $930,185 | +$91,468 | +10.91% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 16,282 | $795,340 | $882,077 | +$86,737 | +10.91% | |
| Strategic Blueprint, Llc | 0.04% | 13,878 | $744,062 | $751,841 | +$7,779 | +1.05% | |
| Fragasso Financial Advisors Inc | 0.04% | 13,104 | $702,564 | $709,909 | +$7,345 | +1.05% | |
| Red Reef Advisors Llc | 0.64% | 13,000 | $696,989 | $704,275 | +$7,286 | +1.05% | |
| First Commonwealth Financial Corp | 0.11% | 14,236 | $695,397 | $771,235 | +$75,838 | +10.91% | |
| Mml Investors Services, Llc | 0.00% | 13,978 | $682,795 | $757,258 | +$74,463 | +10.91% | |
| Buska Wealth Management, Llc | 0.24% | 12,440 | $666,964 | $673,937 | +$6,973 | +1.05% | |
| Principal Securities, Inc. | 0.01% | 13,395 | $654,316 | $725,674 | +$71,358 | +10.91% | |
| Rockefeller Capital Management L.P. | 0.00% | 13,273 | $648,357 | $719,065 | +$70,708 | +10.91% | |
| Sigma Planning Corp | 0.02% | 13,168 | $643,249 | $713,376 | +$70,127 | +10.90% | |
| Citadel Advisors Llc | 0.00% | 12,495 | $610,353 | $676,917 | +$66,564 | +10.91% | |
| Arax Advisory Partners | 0.02% | 12,484 | $609,816 | $676,321 | +$66,505 | +10.91% | |
| Berkshire Money Management, Inc. | 0.05% | 10,801 | $579,091 | $585,144 | +$6,053 | +1.05% | |
| Wealthshield Partners, Llc | 0.06% | 11,801 | $576,453 | $639,319 | +$62,866 | +10.91% | |
| Visionary Wealth Advisors | 0.02% | 11,556 | $564,486 | $626,046 | +$61,560 | +10.91% | |
| Chris Bulman Inc | 0.20% | 10,459 | $560,754 | $566,616 | +$5,862 | +1.05% | |
| Foundations Investment Advisors, Llc | 0.01% | 11,030 | $538,791 | $597,550 | +$58,759 | +10.91% | |
| Lido Advisors, Llc | 0.00% | 10,662 | $520,817 | $577,614 | +$56,797 | +10.91% |
Frequently asked questions about BAUG
Who owns the most BAUG stock?
The largest holders of BAUG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNOVATOR U.S. EQUITY BUFFER (BAUG).
Is BAUG widely held by superinvestors?
Many widely followed stocks like BAUG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BAUG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.