Who Owns BAUG?
Innovator U.S. Equity Buffer ETF — Institutional Ownership & 13F Holdings
$52.08
+0.26 (+0.49%)
Market Cap
$191.9M
Shares Outstanding
3,518,900
Institutional Holders
89
Total Inst. Value
$84.7M
% of Float Held
—
QoQ Holder Change
+30
Institutional data as of Q1 2025
New Positions
19
Closed Positions
13
Increased
9
Decreased
36
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Penserra Capital Management LLC | $17.4M | 408,985 |
| 2 | Janney Montgomery Scott LLCNew | $11.1M | 261,886 |
| 3 | OSAIC HOLDINGS, INC. | $10.1M | 236,795 |
| 4 | RAYMOND JAMES FINANCIAL INC | $4.5M | 105,128 |
| 5 | HighTower Advisors, LLC | $3.6M | 84,186 |
| 6 | Diligent Investors, LLC | $2.4M | 56,867 |
| 7 | Cambridge Investment Research Advisors, Inc. | $2.4M | 55,754 |
| 8 | Beacon Pointe Advisors, LLC | $1.7M | 40,520 |
| 9 | Cetera Investment Advisers | $1.6M | 37,252 |
| 10 | Snowden Capital Advisors LLC | $1.5M | 35,267 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Penserra Capital Management LLC | +60K | $17.4M |
| Janney Montgomery Scott LLCNew | +262K | $11.1M |
| OSAIC HOLDINGS, INC. | +57K | $10.1M |
| FSA Advisors, Inc.New | +27K | $1.1M |
| Beacon Financial Advisory LLCNew | +27K | $1.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Brookstone Capital Management | -458K | $686K |
| Kestra Advisory Services, LLC | -59K | $3K |
| Sunbelt Securities, Inc. | -19K | $145K |
| ENVESTNET ASSET MANAGEMENT INC | -13K | $2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -12K | $770K |
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Frequently Asked Questions
How many institutional investors hold BAUG?
As of Q1 2025, 89 institutional investors report holding BAUG (Innovator U.S. Equity Buffer ETF) in their 13F filings.
Which hedge fund owns the most BAUG?
The largest institutional holder of BAUG is Penserra Capital Management LLC with $17.4M in shares.
Are institutions buying or selling BAUG?
This quarter, 19 institutions opened new positions in BAUG and 13 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.