Who owns KAUG?
Innovator U.S. Small Cap Power Buffer ETF - Aug · Innovator
40 institutions reported holding KAUG, worth $49.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of KAUG
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Berkshire Money Management, Inc. | Dalton, MA | $7.7M | 269,755 | −215,422 shares |
| First Heartland Consultants, Inc. | Lake St. Louis, MO | $6.0M | 208,493 | +7,645 shares |
| SageView Advisory Group, LLC | Newport Beach, CA | $5.9M | 207,007 | New position |
| Creative Planning | Overland Park, KS | $5.9M | 207,007 | −9,863 shares |
| Blair William & Co | Chicago, IL | $3.7M | 130,848 | −7,150 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $3.4M | 118,093 | −4,132 shares |
| HighTower Advisors, LLC | Chicago, IL | $2.4M | 84,329 | −8,747 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $2.3M | 81,306 | +15,472 shares |
| Kestra Advisory Services, LLC | Austin, TX | $1.1M | 38,521 | −15,181 shares |
| Sherry Group, Inc. | Mountain Home, AR | $980K | 32,355 | +21,050 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns KAUG?
40 institutional managers reported holding KAUG in Form 13F filings for June 30, 2026, worth $49.4M in total. The largest reported position was held by Berkshire Money Management, Inc., at $7.7M.
Did institutions buy or sell KAUG last quarter?
Reported 13F value fell 20.9% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 7 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is KAUG ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.