Who Owns Innovator U.S. Equity Buffer ETF (BAUG)?Hedge Fund & Institutional Holders

$49.28-0.16 (-0.32%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.1000000100000004e+296T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$38.79$41.77$44.76$47.74$50.73Sep 24Jun 25Mar 26

BAUG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+201K+$10.0B
INTEGRAL INVESTMENT ADVISORS, INC.New Position+31K+$1.6B
Beacon Financial Advisory LLCNew Position+27K+$1.4B
Lantz Financial LLCNew Position+26K+$1.3B
CoreCap Advisors, LLCNew Position+21K+$1.1B
Arkadios Wealth AdvisorsNew Position+20K+$1.0B
DHJJ Financial Advisors, Ltd.New Position+19K+$963.0M
GWN SECURITIES INC.New Position+19K+$958.0M
Trek Financial, LLCNew Position+18K+$924.0M
Chris Bulman IncNew Position+18K+$887.0M
Strategic Blueprint, LLCNew Position+14K+$708.0M
Outlook Wealth Advisors, LLCNew Position+12K+$587.0M
AlphaStar Capital Management, LLCNew Position+10K+$481.0M
Keystone Wealth Services, LLCNew Position+10K+$477.0M
Valtinson Bruner Financial Planning LLCNew Position+8K+$411.0M

BAUG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Cetera Investment AdvisersDecreased-3K-$2.9B
LPL Financial LLCDecreased-443-$2.4B
RAYMOND JAMES FINANCIAL INCDecreased-29K-$1.6B
Steward Partners Investment Advisory, LLCDecreased-423-$825.2M
JANE STREET GROUP, LLCClosed Position-17K-$811.5M
OSAIC HOLDINGS, INC.Decreased-3K-$670.6M
Bright Futures Wealth Management, LLC.Closed Position-13K-$616.0M
CROSSPOINT FINANCIAL, LLCDecreased-2K-$418.4M
IFP Advisors, IncDecreased-542-$373.7M
HARBOUR INVESTMENTS, INC.Decreased-3K-$346.3M
Orion Porfolio Solutions, LLCDecreased-178-$269.5M
Sunbelt Securities, Inc.Decreased-3K-$146.9M
PFG AdvisorsDecreased-3K-$122.7M
Buska Wealth Management, LLCDecreased-3K-$104.0M
WELLS FARGO & COMPANY/MNClosed Position-1K-$67.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1OSAIC HOLDINGS, INC.229,878$11.0B16.07%Share
2COMMONWEALTH EQUITY SERVICES, LLC200,924$10.0B13.33%Share
3RAYMOND JAMES FINANCIAL INC61,556$3.0B0.93%Share
4RAYMOND JAMES FINANCIAL INC44,077$2.0B0.62%Share
5OLD MISSION CAPITAL LLC38,899$1.9B0.04%Share
6CHAPMAN FINANCIAL GROUP, LLC33,992$1.7B1.16%Share
7INTEGRAL INVESTMENT ADVISORS, INC.31,357$1.6B0.39%Share
8Beacon Financial Advisory LLC27,071$1.4B0.31%Share
9FSA Advisors, Inc.26,944$1.3B0.94%Share
10Lantz Financial LLC25,666$1.3B0.27%Share
11Fragasso Financial Advisors Inc22,683$1.1B0.07%Share
12CoreCap Advisors, LLC21,419$1.1B0.04%Share
13CreativeOne Wealth, LLC20,369$1.0B0.02%Share
14Snowden Capital Advisors LLC33,391$1.0B0.03%Share
15Arkadios Wealth Advisors20,240$1.0B19.39%Share
16DHJJ Financial Advisors, Ltd.19,259$963.0M0.32%Share
17GWN SECURITIES INC.19,160$958.0M0.19%Share
18Weaver Consulting Group18,662$933.0M0.23%Share
19Trek Financial, LLC18,475$924.0M0.05%Share
20Buska Wealth Management, LLC17,966$899.0M0.33%Share
21Chris Bulman Inc17,743$887.0M0.39%Share
22Strategic Blueprint, LLC14,167$708.0M0.04%Share
23Sigma Planning Corp13,339$667.0M0.02%Share
24Outlook Wealth Advisors, LLC11,732$587.0M0.13%Share
25Visionary Wealth Advisors11,655$583.0M0.03%Share
26AlphaStar Capital Management, LLC9,629$481.0M0.04%Share
27Keystone Wealth Services, LLC9,551$477.0M0.10%Share
28Pinnacle Wealth Management Group, Inc.8,850$442.0M0.22%Share
29CENTRAL VALLEY ADVISORS, LLC8,574$429.0M0.13%Share
30Valtinson Bruner Financial Planning LLC8,229$411.0M0.12%Share
31CORRADO ADVISORS, LLC7,631$381.0M0.19%Share
32Impact Partnership Wealth, LLC7,497$375.0M0.05%Share
33Share Andrew L.5,976$299.0M0.15%Share
34IMG Wealth Management, Inc.5,893$294.0M0.19%Share
35VISTA INVESTMENT MANAGEMENT5,480$274.0M0.09%Share
36PFG Advisors5,172$258.0M0.01%Share
37My Personal CFO, LLC5,140$257.0M0.11%Share
38NWF Advisory Services Inc.5,076$254.0M0.03%Share
39RPS ADVISORY SOLUTIONS LLC4,490$224.0M0.11%Share
40Spire Wealth Management2,642$132.0M0.00%Share
41Brookstone Capital Management603,489$30.2M0.35%Share
42GAMMA Investing LLC433$21.0M0.00%Share
43Sunbelt Securities, Inc.406$20.0M0.00%Share
44CREATIVE FINANCIAL DESIGNS INC /ADV400$20.0M0.00%Share
45AdvisorNet Financial, Inc363$18.0M0.00%Share
46Penserra Capital Management LLC368,860$18.0M0.21%Share
47ASSETMARK, INC300$15.0M0.03%Share
48Integrity Financial Corp /WA223$11.0M0.01%Share
49UBS Group AG235$11.0M0.00%Share
50Cerity Partners LLC133,106$6.0M0.01%Share

BAUG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025103$53.7B+48
Q3 202555$79.2B-30
Q2 202585$58.3B-4
Q1 202589$68.7B+6
Q4 202483$1.1T+20
Q3 202463$8.3T+0
Q2 202463$6.4T+3
Q1 202460$6.3T—

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As of Q4 2025, 50 institutional investors hold BAUG (Innovator U.S. Equity Buffer ETF). The largest holder is OSAIC HOLDINGS, INC. with $11.0B in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own BAUG?

As of Q4 2025, 50 institutional investors report holding BAUG (Innovator U.S. Equity Buffer ETF) in their 13F filings.

Who is the largest institutional holder of BAUG?

The largest institutional holder of BAUG is OSAIC HOLDINGS, INC. with $11.0B in shares.

Is institutional ownership of BAUG increasing or decreasing?

This quarter, 15 institutions opened new positions in BAUG and 3 closed their positions.