KAUG

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

43 hedge funds and large institutions have $116M invested in Innovator U.S. Small Cap Power Buffer ETF - August in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

4.27% more ownership

Funds ownership: 83.15%87.41% (+4.3%)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

Holders
43
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
$66.2M
GI
2
Gradient Investments
Minnesota
$12.7M
SAG
3
SageView Advisory Group
California
$5.45M
FHC
4
First Heartland Consultants
Missouri
$5.08M
William Blair & Company
5
William Blair & Company
Illinois
$3.7M
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.29M
SHWA
7
Safe Harbor Wealth Advisors
Ohio
$2.73M
HighTower Advisors
8
HighTower Advisors
Illinois
$2.54M
Osaic Holdings
9
Osaic Holdings
Arizona
$2.32M
CA
10
Corrado Advisors
New Jersey
$1.76M
KAS
11
Kestra Advisory Services
Texas
$1.11M
MFS
12
Miller Financial Services
Michigan
$757K
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$605K
FIA
14
Foundations Investment Advisors
Arizona
$542K
PP
15
PFS Partners
New Jersey
$521K
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$520K
Raymond James Financial
17
Raymond James Financial
Florida
$489K
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$479K
TWM
19
TopTier Wealth Management
Wisconsin
$466K
AWM
20
AE Wealth Management
Kansas
$418K
WA
21
Wealth Alliance
New York
$404K
FA
22
Faithward Advisors
Pennsylvania
$391K
WP
23
WealthShield Partners
North Carolina
$356K
KFAS
24
Keating Financial Advisory Services
Kansas
$318K
BWM
25
BCS Wealth Management
Tennessee
$316K