INNOVATOR U.S. EQUITY BUFFER BAUG
$53.62
-0.0% 52w: $44.52 – $53.64
Latest 13F among current holders filed 1 month ago (May 19, 2026)
Price — last 12 months
research preview data44.5249.0853.64
Jun 20, 2025 Jul 2, 2026
Institutional holders
97
-9 QoQ
13F value
$121.2M
-23.4% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BAUG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | Diversified mechanical | 409.8K | $20.0M | 0.2% | +11.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 200.4K | $9.8M | 0.0% | -0.3% |
| Cerity Partners LLC | Diversified mechanical | 135.2K | $6.6M | 0.0% | +1.5% |
| Kestra Advisory Services, LLC | Wealth advisor | 133.4K | $6.5M | 0.0% | +75.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 130.0K | $6.4M | 0.0% | -45.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 104.0K | $5.1M | 0.0% | -1.5% |
| HighTower Advisors, LLC | Diversified mechanical | 87.9K | $4.3M | 0.0% | +0.8% |
| Diligent Investors, LLC | Other | 53.3K | $2.6M | 0.6% | -2.6% |
| Cetera Investment Advisers | Wealth advisor | 50.8K | $2.5M | 0.0% | -7.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 47.6K | $2.3M | 0.0% | +104.2% |
| LPL Financial LLC | Bank broker | 45.8K | $2.2M | 0.0% | -6.3% |
| Brookstone Capital Management | Wealth advisor | 45.8K | $2.2M | 0.0% | -92.4% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 45.2K | $2.2M | 0.0% | +2.1% |
| TopTier Wealth Management, LLC | Wealth advisor | 41.7K | $2.0M | 1.3% | Held |
| Snowden Capital Advisors LLC | Diversified mechanical | 33.4K | $1.6M | 0.0% | Held |
| Janney Montgomery Scott LLC | Diversified mechanical | 32.4K | $1.6M | 0.0% | -0.8% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | Wealth advisor | 31.8K | $1.6M | 0.2% | -2.9% |
| INTEGRAL INVESTMENT ADVISORS, INC. | Wealth advisor | 31.4K | $1.5M | 0.4% | Held |
| CHAPMAN FINANCIAL GROUP, LLC | Other | 28.9K | $1.4M | 1.0% | -15.1% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 27.6K | $1.4M | 0.0% | +15.7% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 27.4K | $1.3M | 0.0% | -11.3% |
| Beacon Financial Advisory LLC | Wealth advisor | 27.1K | $1.3M | 0.3% | Held |
| FSA Advisors, Inc. | Wealth advisor | 26.4K | $1.3M | 0.8% | -2.1% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 26.1K | $1.3M | 0.0% | -33.0% |
| Lantz Financial LLC | Wealth advisor | 25.7K | $1.3M | 0.3% | Held |
| World Investment Advisors | Wealth advisor | 21.6K | $1.1M | 0.0% | -9.6% |
| CoreCap Advisors, LLC | Wealth advisor | 21.0K | $1.0M | 0.0% | -1.7% |
| COFG Advisors, LLC | Wealth advisor | 20.6K | $1.0M | 0.2% | Held |
| CreativeOne Wealth, LLC | Wealth advisor | 20.1K | $980K | 0.0% | -3.5% |
| GWN SECURITIES INC. | Wealth advisor | 19.7K | $964K | 0.2% | +3.0% |
| DHJJ Financial Advisors, Ltd. | Wealth advisor | 19.0K | $929K | 0.3% | -1.2% |
| Weaver Consulting Group | Wealth advisor | 18.3K | $896K | 0.2% | -1.7% |
| Trek Financial, LLC | Wealth advisor | 17.2K | $839K | 0.0% | -7.1% |
| CRA Financial Services, LLC | Wealth advisor | 16.9K | $827K | 0.1% | Held |
| BCS Wealth Management | Wealth advisor | 16.7K | $817K | 0.2% | -50.3% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 16.3K | $795K | 0.0% | -0.9% |
| RED REEF ADVISORS LLC | Wealth advisor | 15.0K | $733K | 0.8% | Held |
| First Commonwealth Financial Corp /PA/ | Wealth advisor | 14.2K | $695K | 0.1% | Held |
| Strategic Blueprint, LLC | Wealth advisor | 14.2K | $692K | 0.0% | Held |
| Buska Wealth Management, LLC | Wealth advisor | 14.0K | $684K | 0.3% | -22.1% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 14.0K | $683K | 0.0% | -41.1% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 13.4K | $654K | 0.0% | Held |
| Rockefeller Capital Management L.P. | Diversified mechanical | 13.3K | $648K | 0.0% | -0.3% |
| Fragasso Financial Advisors Inc | Wealth advisor | 13.1K | $646K | 0.0% | -42.2% |
| Sigma Planning Corp | Wealth advisor | 13.2K | $643K | 0.0% | -1.3% |
| CITADEL ADVISORS LLC | Multistrat pod | 12.5K | $610K | 0.0% | New |
| Arax Advisory Partners | Wealth advisor | 12.5K | $610K | 0.0% | -2.2% |
| EverSource Wealth Advisors, LLC | Wealth advisor | 12.4K | $606K | 0.0% | Held |
| WealthShield Partners, LLC | Wealth advisor | 11.8K | $576K | 0.1% | Held |
| Visionary Wealth Advisors | Wealth advisor | 11.6K | $564K | 0.0% | -0.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.