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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Osaic Holdings, Inc., Raymond James Financial Inc, Kestra Advisory Services, Llc, Cetera Investment Advisers, and Beacon Pointe Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| B. Riley Wealth Advisors, Inc. | Sell | -10,134 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 28, 2026 |
| Red Reef Advisors Llc | Buy | +15,000 | — | 15,000 | $750.59K | Q4 2025 | Apr 08, 2026 |
| Nwf Advisory Services Inc. | Buy | +5,076 | — | 5,076 | $254.00K | Q4 2025 | Mar 03, 2026 |
| Compass Financial Services Inc | Buy | +1,034 | — | 1,034 | $51.74K | Q4 2025 | Feb 27, 2026 |
| Sunbelt Securities, Inc. | Buy | +406 | — | 406 | $20.32K | Q4 2025 | Feb 20, 2026 |
| Bfi Wealth Solutions, Llc | Buy | +6,000 | — | 6,000 | $300.24K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +105,633 | — | 105,633 | $5.29M | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +44,295 | — | 44,295 | $2.22M | Q4 2025 | Feb 18, 2026 |
| First Commonwealth Financial Corp | Buy | +14,236 | — | 14,236 | $712.36K | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +4,810 | — | 4,810 | $240.69K | Q4 2025 | Feb 18, 2026 |
| Osaic Holdings, Inc. | Buy | +236,945 | — | 236,945 | $11.86M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +55,114 | — | 55,114 | $2.76M | Q4 2025 | Feb 17, 2026 |
| Old Mission Capital Llc | Buy | +38,899 | — | 38,899 | $1.95M | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors Llc | Buy | +33,391 | — | 33,391 | $1.67M | Q4 2025 | Feb 17, 2026 |
| Beacon Financial Advisory Llc | Buy | +27,071 | — | 27,071 | $1.35M | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +23,882 | — | 23,882 | $1.20M | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +13,317 | — | 13,317 | $666.42K | Q4 2025 | Feb 17, 2026 |
| Vista Investment Management | Buy | +5,480 | — | 5,480 | $274.22K | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, Llc | Buy | +4,617 | — | 4,617 | $231.03K | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, Llc | Buy | +76,234 | — | 76,234 | $3.81M | Q4 2025 | Feb 13, 2026 |
| Mml Investors Services, Llc | Buy | +23,727 | — | 23,727 | $1.19M | Q4 2025 | Feb 13, 2026 |
| Creativeone Wealth, Llc | Buy | +20,801 | — | 20,801 | $1.04M | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | Buy | +20,490 | — | 20,490 | $1.03M | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | Buy | +12,759 | — | 12,759 | $638.45K | Q4 2025 | Feb 13, 2026 |
| Visionary Wealth Advisors | Buy | +11,655 | — | 11,655 | $583.21K | Q4 2025 | Feb 13, 2026 |
| Selby Wealth Management, Llc | Buy | +6,200 | — | 6,200 | $310.25K | Q4 2025 | Feb 13, 2026 |
| Share Andrew L. | Buy | +5,976 | — | 5,976 | $299.04K | Q4 2025 | Feb 13, 2026 |
| Financial Network Wealth Advisors Llc | Buy | +1,876 | — | 1,876 | $93.87K | Q4 2025 | Feb 13, 2026 |
| Barclays Plc | Buy | +320 | — | 320 | $16.01K | Q4 2025 | Feb 13, 2026 |
| Integrity Financial Corp | Buy | +223 | — | 223 | $11.16K | Q4 2025 | Feb 13, 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.