Innovator ETFs Trust - KAUG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Berkshire Money Management, Inc. | History | No change | 269,755 | 7,721 | 0.71% | 0.71% | 1 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| First Heartland Consultants, Inc. | History | No change | 208,493 | 5,968 | 0.39% | 0.39% | 2 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Creative Planning | History | No change | 207,007 | 5,925 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 207,007 | 5,925 | 0.19% | 0.19% | 4 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 130,848 | 3,745 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 118,093 | 3,380 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HighTower Advisors, LLC | History | No change | 84,329 | 2,413 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 81,306 | 2,327 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 38,521 | 1,102 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sherry Group, Inc. | History | No change | 32,355 | 980 | 0.96% | 0.96% | 10 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JPMORGAN CHASE & CO | History | No change | 33,990 | 972 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Miller Financial Services LLC | History | No change | 22,925 | 656 | 0.53% | 0.53% | 12 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 19,578 | 560 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFS Partners, LLC | History | No change | 18,553 | 531 | 0.21% | 0.21% | 14 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 17,739 | 507 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 17,015 | 487 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 15,221 | 435 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 14,985 | 429 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AE Wealth Management LLC | History | No change | 14,920 | 427 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LPL Financial LLC | History | No change | 14,672 | 419 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 14,199 | 406 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Faithward Advisors, LLC | History | No change | 13,569 | 388 | 0.05% | 0.05% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthShield Partners, LLC | History | No change | 13,400 | 383 | 0.06% | 0.06% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 12,613 | 361 | 0.05% | 0.05% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TopTier Wealth Management, LLC | History | No change | 12,500 | 357 | 0.22% | 0.22% | 25 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 11,998 | 343 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 9,467 | 270 | 0.06% | 0.06% | 27 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 9,077 | 259 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 8,800 | 251 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Brookstone Capital Management | History | No change | 8,709 | 249 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 7,300 | 208 | 0.05% | 0.05% | 31 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| IFP Advisors, Inc | History | No change | 6,857 | 196 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 4,217 | 120 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 3,112 | 89 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,307 | 66 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Noble Wealth Management PBC | History | No change | 1,000 | 28 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Capital Analysts, LLC | History | No change | 803 | 23 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 481 | 13 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 200 | 5 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |