KAUG

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

38 hedge funds and large institutions have $107M invested in Innovator U.S. Small Cap Power Buffer ETF - August in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BMM
1
Berkshire Money Management
Massachusetts
$63.7M
GI
2
Gradient Investments
Minnesota
$12.1M
FHC
3
First Heartland Consultants
Missouri
$4.73M
SAG
4
SageView Advisory Group
California
$4.26M
William Blair & Company
5
William Blair & Company
Illinois
$3.68M
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.23M
HighTower Advisors
7
HighTower Advisors
Illinois
$2.55M
Osaic Holdings
8
Osaic Holdings
Arizona
$2.28M
CA
9
Corrado Advisors
New Jersey
$1.73M
KAS
10
Kestra Advisory Services
Texas
$1.01M
MFS
11
Miller Financial Services
Michigan
$743K
HI
12
Harbour Investments
Wisconsin
$714K
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$598K
PP
14
PFS Partners
New Jersey
$511K
FIA
15
Foundations Investment Advisors
Arizona
$500K
Raymond James Financial
16
Raymond James Financial
Florida
$480K
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$463K
AWM
18
AE Wealth Management
Kansas
$410K
WA
19
Wealth Alliance
New York
$396K
WP
20
WealthShield Partners
North Carolina
$348K
BCM
21
Brookstone Capital Management
Illinois
$312K
FA
22
Faithward Advisors
Pennsylvania
$265K
OWA
23
Outlook Wealth Advisors
Texas
$246K
FFG
24
Fiduciary Financial Group
California
$236K
OIA
25
OneDigital Investment Advisors
Kansas
$229K