KAUG

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

33 hedge funds and large institutions have $90.1M invested in Innovator U.S. Small Cap Power Buffer ETF - August in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
33
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
$60.6M
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$7.95M
FHC
3
First Heartland Consultants
Missouri
$4.18M
William Blair & Company
4
William Blair & Company
Illinois
$2.8M
HighTower Advisors
5
HighTower Advisors
Illinois
$2.69M
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.32M
SAG
7
SageView Advisory Group
California
$1.64M
CA
8
Corrado Advisors
New Jersey
$1.52M
KAS
9
Kestra Advisory Services
Texas
$1.12M
MFS
10
Miller Financial Services
Michigan
$742K
FIA
11
Foundations Investment Advisors
Arizona
$472K
HI
12
Harbour Investments
Wisconsin
$382K
AWM
13
AE Wealth Management
Kansas
$370K
WP
14
WealthShield Partners
North Carolina
$333K
Raymond James Financial
15
Raymond James Financial
Florida
$324K
BCM
16
Brookstone Capital Management
Illinois
$303K
PP
17
PFS Partners
New Jersey
$302K
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$285K
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$284K
OMC
20
Old Mission Capital
Illinois
$237K
OWA
21
Outlook Wealth Advisors
Texas
$235K
FCFC
22
First Commonwealth Financial Corp
Pennsylvania
$202K
Osaic Holdings
23
Osaic Holdings
Arizona
$173K
IA
24
IFP Advisors
Florida
$133K
WTFG
25
Wood Tarver Financial Group
Idaho
$108K