I
Innovator US Small Cap Power Buffer ETF
KAUG • BATS
Innovator US Small Cap Power Buffer ETF is a publicly traded company on BATS. As of Q3 2025, 33 institutional investors hold shares in this company, with total holdings valued at $103.2M. Berkshire Money Management, Inc. is the largest holder with a position valued at $63.7M.
Overview
Overview of institutional ownership in KAUG as of Q3 2025
All Institutions
- Institutions
- 33
- Value Held
- $103.2M
- Shares Held
- 4.0M
- Avg Position
- $3.1M
- Median Position
- $395.7K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in KAUG as of Q3 2025
| Institution | Position Value |
|---|---|
B Berkshire Money Management, Inc. Institution | $63.7M 6.60% of portfolio |
 Gradient Investments LLC RIA/Wealth | $12.1M 0.21% of portfolio |
 First Heartland Consultants, Inc. RIA/Wealth | $4.7M 0.39% of portfolio |
S SageView Advisory Group, LLC RIA/Wealth | $4.3M 0.15% of portfolio |
B BLAIR WILLIAM & CO/IL Institution | $3.7M 0.01% of portfolio |
 HighTower Advisors, LLC RIA/Wealth | $2.6M 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $2.3M 0.00% of portfolio |
$1.7M 1.04% of portfolio | |
 Kestra Advisory Services, LLC RIA/Wealth | $1.0M 0.00% of portfolio |
M Miller Financial Services LLC RIA/Wealth | $742.5K 0.86% of portfolio |
Net Capital Flow
Institutional buying and selling activity for KAUG in Q3 2025
- Traded
- +$10.6M
- Buyers
- 23
- Sellers
- 7
- Total Bought
- +$19.1M
- Total Sold
- −$8.5M
- Avg Position
- $2.9M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Gradient Investments LLC RIA/Wealth | +$12.1M +467.3K shares |
S SageView Advisory Group, LLC RIA/Wealth | +$2.5M +98.0K shares |
B BLAIR WILLIAM & CO/IL Institution | +$742.3K +28.6K shares |
A Advisor Group Holdings, Inc. Institution | +$459.9K +17.7K shares |
W Wealth Alliance Institution | +$395.7K +15.2K shares |
First Heartland Consultants, Inc. RIA/Wealth | +$362.0K +13.9K shares |
 HARBOUR INVESTMENTS, INC. RIA/Wealth | +$314.2K +12.1K shares |
 Cetera Investment Advisers RIA/Wealth | +$299.9K +11.5K shares |
B Berkshire Money Management, Inc. Institution | +$275.0K +10.6K shares |
 Ambassador Advisors, LLC RIA/Wealth | +$265.5K +10.2K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$8.0M −320.0K shares |
HighTower Advisors, LLC RIA/Wealth | −$259.5K −10.0K shares |
Kestra Advisory Services, LLC RIA/Wealth | −$161.6K −6.2K shares |
 Farther Finance Advisors, LLC RIA/Wealth | −$49.7K −2.0K shares |
M Miller Financial Services LLC RIA/Wealth | −$33.3K −1.3K shares |
O OLD MISSION CAPITAL LLC Institution | −$29.5K −1.1K shares |
 Brookstone Capital Management RIA/Wealth | −$4.9K −189.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited KAUG in Q3 2025
- New Positions
- 9
- New Value
- $13.6M
- Exited Positions
- 3
- Exited Value
- $8.0M
New Positions
| Institution | Position Value |
|---|---|
Gradient Investments LLC RIA/Wealth | $12.1M 467.3K shares |
W Wealth Alliance Institution | $395.7K 15.2K shares |
Ambassador Advisors, LLC RIA/Wealth | $265.5K 10.2K shares |
 FIDUCIARY FINANCIAL GROUP, LLC RIA/Wealth | $236.0K 9.1K shares |
R Resources Investment Advisors, Inc. Pension/Endowment | $228.8K 8.8K shares |
 Atlantic Private Wealth, LLC RIA/Wealth | $160.9K 6.2K shares |
$106.2K 4.1K shares | |
A Advisory Services Network, LLC RIA/Wealth | $26.2K 1.0K shares |
 Wood Tarver Financial Group, LLC RIA/Wealth | - - shares |
Exited Positions
| Institution | Previous Position |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $8.0M 320.0K shares |
Farther Finance Advisors, LLC RIA/Wealth | $49.7K 2.0K shares |
Wood Tarver Financial Group, LLC RIA/Wealth | - 4.4K shares |
Options Activity
Institutions with the largest Call and Put options positions in KAUG as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with KAUG as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
B Berkshire Money Management, Inc. Institution | 6.60% $63.7M |
1.04% $1.7M | |
M Miller Financial Services LLC RIA/Wealth | 0.86% $742.5K |
First Heartland Consultants, Inc. RIA/Wealth | 0.39% $4.7M |
 PFS Partners, LLC RIA/Wealth | 0.24% $510.6K |
Gradient Investments LLC RIA/Wealth | 0.21% $12.1M |
S SageView Advisory Group, LLC RIA/Wealth | 0.15% $4.3M |
Atlantic Private Wealth, LLC RIA/Wealth | 0.11% $160.9K |
 Outlook Wealth Advisors, LLC RIA/Wealth | 0.06% $246.1K |
 DHJJ Financial Advisors, Ltd. RIA/Wealth | 0.04% $121.1K |