KAUG institutional holders

Innovator US Small Cap Power Buffer ETF - August · 41 reporting institutions · $51.2M reported value

Funds that can replace KAUG · KAUG return decomposition

Institutional holdings

Institutions reporting KAUG, largest first
InstitutionReported positionAdvisors at firmReport period
Berkshire Money Management, Inc.$7.7M102026-06-30
First Heartland Consultants, Inc.$6M992026-06-30
Sageview Advisory Group, LLC$5.9M942026-06-30
Creative Planning$5.9M1,1712026-06-30
Blair William & Co/il$3.7M3292026-06-30
Commonwealth Equity Services, LLC$3.4M2,8632026-06-30
Safe Harbor Wealth Advisors, LLC$2.7M22025-12-31
Hightower Advisors, LLC$2.4M1,0462026-06-30
Osaic Holdings, Inc.$2.3M02026-06-30
Kestra Advisory Services, LLC$1.1M1,4792026-06-30
The Sherry Group, Inc.$980K32026-06-30
Jpmorgan Chase & Co$972.6K02026-06-30
Miller Financial Services LLC$656.2K02026-06-30
Foundations Investment Advisors, LLC$560.4K3022026-06-30
Pfs Partners, LLC$531.1K102026-06-30
Raymond James Financial Inc$507.8K02026-06-30
Cetera Investment Advisers$487.1K10,3702026-06-30
The Wealth Alliance, LLC$435.7K122026-06-30
Ae Wealth Management LLC$427.1K4712026-06-30
Lpl Financial LLC$420K23,4582026-06-30
Old Mission Capital LLC$406.4K02026-06-30
Faithward Advisors, LLC$388.4K182026-06-30
Wealthshield Partners, LLC$383.6K02026-06-30
Keating Financial Advisory Services, Inc.$361K252026-06-30
Toptier Wealth Management, LLC$357.8K22026-06-30
Susquehanna International Group, LLP$343.4K02026-06-30
Outlook Wealth Advisors, LLC$271K62026-06-30
Fiduciary Financial Group, LLC$259.8K92026-06-30
Onedigital Investment Advisors LLC$251.9K3862026-06-30
Brookstone Capital Management$249.3K3372026-06-30
Elmwood Wealth Management, Inc.$209K42026-06-30
Ifp Advisors, Inc$196.3K3182026-06-30
Dhjj Financial Advisors, Ltd.$120.7K72026-06-30
Capital Investment Advisory Services, LLC$89.1K1032026-06-30
Steward Partners Investment Advisory, LLC$66K4812026-06-30
Noble Wealth Management Pbc.$28.6K42026-06-30
Harbour Investments, Inc.$13.8K2472026-06-30
Integrated Wealth Concepts LLC$10.7K4802026-06-30
Evolution Wealth Management Inc.$5.7K32026-06-30
Cambridge Investment Research Advisors, Inc.$4113,9402026-03-31
Capital Analysts, LLC$236082026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30