We are live on ! Find out more
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
GI
1
Gradient Investments
Minnesota
$13.2M +$345K +12,778 +3%
BMM
2
Berkshire Money Management
Massachusetts
$13M -$54.4M -2,011,067 -81%
Creative Planning
3
Creative Planning
Kansas
$5.81M +$5.86M +216,870 New
FHC
4
First Heartland Consultants
Missouri
$5.38M +$253K +9,363 +5%
William Blair & Company
5
William Blair & Company
Illinois
$3.7M -$40.1K -1,485 -1%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.28M -$50.9K -1,882 -2%
HighTower Advisors
7
HighTower Advisors
Illinois
$2.5M -$70.5K -2,607 -3%
CW
8
Cornerstone Wealth
Tennessee
$2.01M +$1.94M +71,900 New
Osaic Holdings
9
Osaic Holdings
Arizona
$1.76M -$579K -21,430 -25%
KAS
10
Kestra Advisory Services
Texas
$1.44M +$321K +11,884 +28%
OMC
11
Old Mission Capital
Illinois
$1.07M +$1.08M +39,766 New
JP Morgan Chase
12
JP Morgan Chase
New York
$886K +$909K +33,639 New
MFS
13
Miller Financial Services
Michigan
$742K -$23K -850 -3%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$552K -$59.9K -2,215 -10%
FIA
15
Foundations Investment Advisors
Arizona
$528K -$19.6K -724 -4%
PP
16
PFS Partners
New Jersey
$524K -$2.19K -81 -0.4%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$519K -$6.73K -249 -1%
Raymond James Financial
18
Raymond James Financial
Florida
$476K -$19.2K -711 -4%
TWM
19
TopTier Wealth Management
Wisconsin
$468K -$2.57K -95 -0.5%
AWM
20
AE Wealth Management
Kansas
$416K -$7.3K -270 -2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$411K -$74K -2,737 -15%
WA
22
Wealth Alliance
New York
$408K
FA
23
Faithward Advisors
Pennsylvania
$377K -$18.2K -675 -5%
WP
24
WealthShield Partners
North Carolina
$359K
KFAS
25
Keating Financial Advisory Services
Kansas
$321K

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.