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Innovator U.S. Equity Buffer (BAUG)

CUSIP: 45782C698 | NYSE | 233 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Brookstone Capital Management997,013
0.5% of portfolio›$55.1M
Commonwealth Equity Services, LLC155,833
0.0% of portfolio›$8.6M
Kestra Advisory Services, LLC126,596
0.0% of portfolio›$7.0M
LPL Financial LLC63,939
0.0% of portfolio›$3.5M
Diligent Investors, LLC53,256
0.6% of portfolio›$2.9M
Blue Bell Private Wealth Management, LLC47,358
0.3% of portfolio›$2.6M
TopTier Wealth Management, LLC41,195
1.3% of portfolio›$2.3M
Integral Investment Advisors, Inc.32,369
0.4% of portfolio›$1.8M
Chapman Financial Group, LLC28,009
1.0% of portfolio›$1.5M
Beacon Financial Advisory LLC27,071
0.3% of portfolio›$1.5M
Lantz Financial LLC26,967
0.3% of portfolio›$1.5M
Cambridge Investment Research Advisors, Inc.25,498
0.0% of portfolio›$1.4M
Wealth Enhancement Advisory Services, LLC22,628
0.0% of portfolio›$1.3M
Sagespring Wealth Partners, LLC21,614
0.0% of portfolio›$1.2M
Chris Bulman Inc20,803
0.4% of portfolio›$1.2M
CoreCap Advisors, LLC20,515
0.0% of portfolio›$1.1M
Weaver Consulting Group19,774
0.2% of portfolio›$1.1M
Dhjj Financial Advisors, Ltd.19,557
0.3% of portfolio›$1.1M
Trek Financial, LLC17,208
0.0% of portfolio›$951.3K
BCS Wealth Management16,278
0.2% of portfolio›$899.9K
CRA Financial Services, LLC16,079
0.1% of portfolio›$888.9K
Nations Financial Group Inc,14,980
0.0% of portfolio›$828.1K
Strategic Blueprint, LLC14,314
0.0% of portfolio›$791.3K
Corrado Advisors, LLC14,008
0.4% of portfolio›$774.4K
Fragasso Financial Advisors Inc13,104
0.0% of portfolio›$733.6K
Sigma Planning Corp12,652
0.0% of portfolio›$699.5K
EverSource Wealth Advisors, LLC12,073
0.0% of portfolio›$667.4K
HB Wealth Management, LLC11,612
0.0% of portfolio›$641.9K
Visionary Wealth Advisors11,089
0.0% of portfolio›$613.0K
IFP Advisors, Inc10,900
0.0% of portfolio›$602.6K
Berkshire Money Management, Inc.10,800
0.1% of portfolio›$597.1K
Outlook Wealth Advisors, LLC9,872
0.1% of portfolio›$545.8K
Lido Advisors, LLC9,700
0.0% of portfolio›$536.2K
Keystone Wealth Services, LLC9,690
0.1% of portfolio›$536.0K
Simplicity Wealth,LLC9,597
0.0% of portfolio›$530.6K
MGO One Seven LLC8,947
0.0% of portfolio›$494.6K
Pinnacle Wealth Management Group, Inc.8,849
0.2% of portfolio›$489.2K
Central Valley Advisors, LLC8,574
0.1% of portfolio›$474.0K
Valtinson Bruner Financial Planning LLC8,573
0.1% of portfolio›$473.9K
Buska Wealth Management, LLC8,049
0.2% of portfolio›$445.0K
Chicago Partners Investment Group LLC7,710
0.0% of portfolio›$424.9K
Selby Wealth Management, LLC6,200
0.1% of portfolio›$342.8K
Share Andrew L.5,976
0.2% of portfolio›$330.4K
IMG Wealth Management, Inc.5,847
0.2% of portfolio›$323.2K
Merit Financial Group, LLC5,425
0.0% of portfolio›$299.9K
Concurrent Investment Advisors, LLC5,327
0.0% of portfolio›$294.5K
My Personal CFO, LLC5,049
0.1% of portfolio›$279.1K
Fisher Asset Management, LLC4,772
0.0% of portfolio›$263.8K
Truist Financial Corp4,756
0.0% of portfolio›$262.9K
Occidental Asset Management, LLC4,622
0.0% of portfolio›$255.5K
KFG Wealth Management, LLC4,322
0.0% of portfolio›$238.9K
BAM Wealth Management, LLC4,122
0.1% of portfolio›$227.9K
Commerce Advisors, LLC3,700
0.1% of portfolio›$204.5K
Schulz Wealth, Ltd.3,660
0.1% of portfolio›$202.3K
Spire Wealth Management2,642
0.0% of portfolio›$146.1K
Financial Network Wealth Advisors LLC1,876
0.1% of portfolio›$103.7K
Evolution Wealth Management Inc.1,145
0.0% of portfolio›$63.3K
Assetmark, Inc450
0.0% of portfolio›$24.9K
Creative Financial Designs Inc400
0.0% of portfolio›$22.1K
William Mack & Associates, Inc.318
0.0% of portfolio›$17.6K
IAG Wealth Partners, LLC132
0.0% of portfolio›$7.3K
Larson Financial Group LLC123
0.0% of portfolio›$6.8K
Gilpin Wealth Management, LLC100
0.0% of portfolio›$5.5K
Country Trust Bank79
0.0% of portfolio›$4.4K
StyleTurnoverLocationFiled
Brookstone Capital Management
997,013$55.1M0.5%ETFMediumWheaton, IL2026-10-22
Commonwealth Equity Services, LLC
155,833$8.6M0.0%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
126,596$7.0M0.0%CoreLowAustin, TX2026-11-02
LPL Financial LLC
63,939$3.5M0.0%IndexVery LowFort Mill, SC2026-11-06
Diligent Investors, LLC
53,256$2.9M0.6%CoreLowRedlands, CA2026-10-21
Blue Bell Private Wealth Management, LLC
47,358$2.6M0.3%YieldVery LowBlue Bell, PA2026-10-29
TopTier Wealth Management, LLC
41,195$2.3M1.3%ETFVery LowMuskego, WI2026-10-16
Integral Investment Advisors, Inc.
32,369$1.8M0.4%ETFVery LowTurlock, CA2026-11-03
Chapman Financial Group, LLC
28,009$1.5M1.0%CoreVery LowHonolulu, HI2026-10-26
Beacon Financial Advisory LLC
27,071$1.5M0.3%ETFLowCleveland, OH2026-10-16
Lantz Financial LLC
26,967$1.5M0.3%ETFLowNaperville, IL2026-10-15
Cambridge Investment Research Advisors, Inc.
25,498$1.4M0.0%ETFLowFairfield, IA2026-11-02
Wealth Enhancement Advisory Services, LLC
22,628$1.3M0.0%CoreLowPlymouth, MN2026-10-13
Sagespring Wealth Partners, LLC
21,614$1.2M0.0%ETFLowFranklin, TN2026-10-22
Chris Bulman Inc
20,803$1.2M0.4%ETFLowRoseville, CA2026-10-20
CoreCap Advisors, LLC
20,515$1.1M0.0%ETFMediumSouthfield, MI2026-10-08
Weaver Consulting Group
19,774$1.1M0.2%ETFLowHuntington Beach, CA2026-10-07
Dhjj Financial Advisors, Ltd.
19,557$1.1M0.3%ETFVery LowNaperville, IL2026-10-23
Trek Financial, LLC
17,208$951.3K0.0%ETFHighScottsdale, AZ2026-10-29
BCS Wealth Management
16,278$899.9K0.2%ETFVery LowJohnson City, TN2026-11-03
CRA Financial Services, LLC
16,079$888.9K0.1%ETFVery LowNorthfield, NJ2026-10-16
Nations Financial Group Inc,
14,980$828.1K0.0%CoreLowCedar Rapids, IA2026-11-05
Strategic Blueprint, LLC
14,314$791.3K0.0%ETFLowAtlanta, GA2026-10-22
Corrado Advisors, LLC
14,008$774.4K0.4%CoreMediumRamsey, NJ2026-10-27
Fragasso Financial Advisors Inc
13,104$733.6K0.0%ETFLowSewickley, PA2026-10-13
Sigma Planning Corp
12,652$699.5K0.0%GrowthMediumAnn Arbor, MI2026-10-23
EverSource Wealth Advisors, LLC
12,073$667.4K0.0%CoreMediumBirmingham, AL2026-11-04
HB Wealth Management, LLC
11,612$641.9K0.0%IndexVery LowAtlanta, GA2026-10-23
Visionary Wealth Advisors
11,089$613.0K0.0%ETFLowO'Fallon, IL2026-11-04
IFP Advisors, Inc
10,900$602.6K0.0%GrowthLowTampa, FL2026-10-16
Berkshire Money Management, Inc.
10,800$597.1K0.1%ETFMediumDalton, MA2026-10-21
Outlook Wealth Advisors, LLC
9,872$545.8K0.1%ETFMediumShenandoah, TX2026-10-28
Lido Advisors, LLC
9,700$536.2K0.0%GrowthLowLos Angeles, CA2026-11-04
Keystone Wealth Services, LLC
9,690$536.0K0.1%ETFHighPalm Desert, CA2026-11-03
Simplicity Wealth,LLC
9,597$530.6K0.0%ETFLowSummit, NJ2026-10-23
MGO One Seven LLC
8,947$494.6K0.0%GrowthLowBeachwood, OH2026-10-28
Pinnacle Wealth Management Group, Inc.
8,849$489.2K0.2%ETFMediumPlymouth, MI2026-10-15
Central Valley Advisors, LLC
8,574$474.0K0.1%CoreLowSacramento, CA2026-10-27
Valtinson Bruner Financial Planning LLC
8,573$473.9K0.1%ETFLowNew Brighton, MN2026-11-02
Buska Wealth Management, LLC
8,049$445.0K0.2%ETFMediumWausau, WI2026-10-08
Chicago Partners Investment Group LLC
7,710$424.9K0.0%GARPLowChicago, IL2026-10-27
Selby Wealth Management, LLC
6,200$342.8K0.1%ETFVery LowEmeryville, CA2026-10-16
Share Andrew L.
5,976$330.4K0.2%Deep ValueVery LowManchester, NH2026-11-06
IMG Wealth Management, Inc.
5,847$323.2K0.2%ETFMediumJacksonville, FL2026-10-27
Merit Financial Group, LLC
5,425$299.9K0.0%ETFLowAlpharetta, GA2026-11-06
Concurrent Investment Advisors, LLC
5,327$294.5K0.0%GrowthMediumTampa, FL2026-10-16
My Personal CFO, LLC
5,049$279.1K0.1%ETFHighVancouver, WA2026-10-14
Fisher Asset Management, LLC
4,772$263.8K0.0%CoreLowPlano, TX2026-11-06
Truist Financial Corp
4,756$262.9K0.0%CoreLowCharlotte, NC2026-10-30
Occidental Asset Management, LLC
4,622$255.5K0.0%GrowthLowBurlingame, CA2026-11-05
KFG Wealth Management, LLC
4,322$238.9K0.0%ETFMediumGranger, IN2026-10-16
BAM Wealth Management, LLC
4,122$227.9K0.1%ETFHighLakewood, CO2026-10-15
Commerce Advisors, LLC
3,700$204.5K0.1%ETFLowMemphis, TN2026-10-19
Schulz Wealth, Ltd.
3,660$202.3K0.1%ETFVery LowMansfield, TX2026-11-03
Spire Wealth Management
2,642$146.1K0.0%GrowthMediumMclean, VA2026-10-30
Financial Network Wealth Advisors LLC
1,876$103.7K0.1%ETFLowMurray, UT2026-10-28
Evolution Wealth Management Inc.
1,145$63.3K0.0%ETFMediumFort Myers, FL2026-10-28
Assetmark, Inc
450$24.9K0.0%ETFLowConcord, CA2026-10-21
Creative Financial Designs Inc
400$22.1K0.0%ETFMediumKokomo, IN2026-11-04
William Mack & Associates, Inc.
318$17.6K0.0%ETFLowTroy, MI2026-10-27
IAG Wealth Partners, LLC
132$7.3K0.0%ETFLowWaukesha, WI2026-11-06
Larson Financial Group LLC
123$6.8K0.0%GrowthLowSt Louis, MO2026-11-05
Gilpin Wealth Management, LLC
100$5.5K0.0%GrowthLowDenver, CO2026-10-09
Country Trust Bank
79$4.4K0.0%GrowthLowBloomington, IL2026-10-30