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KAUG

Innovator U.S. Small Cap Power Buffer ETF - August

43 hedge funds and large institutions have $62.4M invested in Innovator U.S. Small Cap Power Buffer ETF - August in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

0% more funds holding

Funds holding: 4343 (0)

8.6% less ownership

Funds ownership: 87.41%78.81% (-8.6%)

46% less capital invested

Capital invested by funds: $116M → $62.4M (-$53.6M)

82% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 17

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
43
Holders Change
Holders Change %
0%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
3
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG
26
Sherry Group
Arkansas
$303K
OWA
27
Outlook Wealth Advisors
Texas
$254K
BCM
28
Brookstone Capital Management
Illinois
$253K -$46.8K -1,730 -15%
FFG
29
Fiduciary Financial Group
California
$243K
OIA
30
OneDigital Investment Advisors
Kansas
$236K
FCFC
31
First Commonwealth Financial Corp
Pennsylvania
$209K -$4.43K -164 -2%
APW
32
Atlantic Private Wealth
North Carolina
$166K
IA
33
IFP Advisors
Florida
$152K
DFA
34
DHJJ Financial Advisors
Illinois
$125K
AGWCA
35
Annis Gardner Whiting Capital Advisors
Florida
$110K
CIAS
36
Capital Investment Advisory Services
North Carolina
$83.4K
SPIA
37
Steward Partners Investment Advisory
New York
$61.8K
ASN
38
Advisory Services Network
Georgia
$27K +$27.2K +1,007 New
NWMP
39
Noble Wealth Management PBC
Colorado
$26.8K
CAL
40
Capital Analysts LLC
Pennsylvania
$22K
HI
41
Harbour Investments
Wisconsin
$12.9K
UBS Group
42
UBS Group
Switzerland
$5.6K +$5.65K +209 New
EWM
43
Evolution Wealth Management
Florida
$5.36K
CA
44
Corrado Advisors
New Jersey
-$1.76M -66,314 Closed
BWM
45
BCS Wealth Management
Tennessee
-$316K -11,904 Closed
TF
46
Trek Financial
Arizona
-$203K -7,665 Closed
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
-$57K -2,156 Closed

KAUG Hedge Fund Activity: Q1 2026 in Review

43 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Innovator U.S. Small Cap Power Buffer ETF - August (KAUG) for Q1 2026, worth a combined $62.4M — down 46% from $116M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new KAUG positions and 4 closed out — a net gain of 2 holders — while 3 added to existing stakes and 17 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $5.86M. The largest seller was Berkshire Money Management, cutting an estimated $54.4M.

  • 43 institutional investors held Innovator U.S. Small Cap Power Buffer ETF - August (KAUG) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $62.4M of Innovator U.S. Small Cap Power Buffer ETF - August stock for Q1 2026, down 46% quarter-over-quarter.
  • 6 funds opened new Innovator U.S. Small Cap Power Buffer ETF - August positions in Q1 2026 and 4 closed out, a net change of +2 holders.
  • The largest Innovator U.S. Small Cap Power Buffer ETF - August buyer in Q1 2026 was Creative Planning, an estimated $5.86M added.
  • The largest Innovator U.S. Small Cap Power Buffer ETF - August seller in Q1 2026 was Berkshire Money Management, an estimated $54.4M sold.

Based on aggregated 13F filings for Q1 2026.