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Disclosery

BAUG INNOVATOR ETFS TRUST

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US EQUT BUFR AUG (fund)

99 managers (99 13F filers) reported a position in BAUG shares at 2026-03-31, 2,484,179 shares in all. 4 filers opened a position and 12 filers sold out during the quarter.

Managers
99
13F filers
99
New
4
Added
11
Reduced
38
Sold out
12
Shares held by filers
2,484,179

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Penserra Capital Management LLCin group Penserra Capital Management L…409,819$20M0.23%+40,95913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC200,365$9.79M0.01%-55913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC135,167$6.6M0.01%+2,06113F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC133,439$6.52M0.02%+57,20513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.130,023$6.35M0.01%-106,92213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC103,997$5.08M<0.01%-1,63613F-HRTimelineGroup
HighTower Advisors, LLC87,902$4.29M<0.01%+66813F-HRTimeline
Diligent Investors, LLC53,266$2.6M0.64%-1,40013F-HRTimeline
Cetera Investment Advisers50,761$2.48M<0.01%-4,35313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC47,565$2.32M<0.01%+24,26613F-HRTimelineGroup
LPL Financial LLC45,782$2.24M<0.01%-3,06013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management45,776$2.24M0.03%-557,71313F-HRTimelineGroup
Beacon Pointe Advisors, LLC45,244$2.21M0.01%+94913F-HRTimeline
TopTier Wealth Management, LLC41,730$2.04M1.25%013F-HRTimeline
Snowden Capital Advisors LLC33,391$1.63M0.04%013F-HRTimeline
Janney Montgomery Scott LLC32,438$1.58M<0.01%-25013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC31,768$1.55M0.22%-95613F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.31,357$1.53M0.38%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC28,869$1.41M1.01%-5,12313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,643$1.35M<0.01%+3,76113F-HRTimelineGroup
Cambridge Investment Research Advisors,…27,368$1.34M<0.01%-3,48313F-HRTimeline
Beacon Financial Advisory LLC27,071$1.32M0.3%013F-HRTimeline
FSA Advisors, Inc.26,379$1.29M0.85%-56513F-HRTimeline
OLD MISSION CAPITAL LLC26,067$1.27M0.03%-12,83213F-HRTimeline
Lantz Financial LLC25,666$1.25M0.26%013F-HRTimeline
World Investment Advisors21,628$1.06M0.02%-2,29213F-HRTimeline
CoreCap Advisors, LLC21,049$1.03M0.03%-37013F-HRTimeline
COFG Advisors, LLC20,606$1.01M0.25%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC20,069$980K0.02%-73213F-HRTimelineGroup
GWN SECURITIES INC.19,731$964K0.18%+57113F-HRTimeline
DHJJ Financial Advisors, Ltd.19,024$929K0.31%-23513F-HRTimeline
Weaver Consulting Group18,343$896K0.21%-31913F-HRTimeline
Trek Financial, LLC17,170$839K0.04%-1,30513F-HRTimeline
CRA Financial Services, LLC16,939$827K0.11%013F-HRTimeline
BCS Wealth Management16,718$817K0.17%-16,91813F-HRTimeline
Steward Partners Investment Advisory, L…16,282$795K<0.01%-14013F-HRTimeline
RED REEF ADVISORS LLC15,000$733K0.77%013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …14,236$695K0.11%013F-HRTimelineGroup
Strategic Blueprint, LLC14,167$692K0.04%013F-HRTimeline
Buska Wealth Management, LLC13,998$684K0.27%-3,96813F-HRTimeline
MML INVESTORS SERVICES, LLC13,978$683K<0.01%-9,74913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,395$654K0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…13,273$648K<0.01%-4413F-HRTimelineGroup
Fragasso Financial Advisors Inc13,104$646K0.04%-9,57913F-HRTimeline
Sigma Planning Corp13,168$643K0.02%-17113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,495$610K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners12,484$610K0.02%-27513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…12,407$606K0.02%013F-HR/ATimelineGroup
WealthShield Partners, LLC11,801$576K0.06%013F-HRTimeline
Visionary Wealth Advisors11,556$564K0.02%-9913F-HRTimeline
Foundations Investment Advisors, LLC11,030$539K0.01%-6,37913F-HRTimeline
Berkshire Money Management, Inc.10,801$528K0.05%013F-HRTimeline
Chris Bulman Inc10,769$526K0.23%-6,97413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,662$521K<0.01%013F-HRTimelineGroup
Fortune Financial Group, Inc.10,060$491K0.44%013F-HRTimeline
MGO ONE SEVEN LLC9,947$486K0.01%013F-HRTimeline
Keystone Wealth Services, LLC9,551$467K0.1%013F-HRTimeline
Outlook Wealth Advisors, LLC9,372$458K0.11%-2,36013F-HRTimeline
Pinnacle Wealth Management Group, Inc.8,850$432K0.21%013F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC8,574$419K0.11%013F-HRTimeline
Valtinson Bruner Financial Planning LLC8,229$402K0.11%013F-HRTimeline
Chicago Partners Investment Group LLC7,710$399K0.01%013F-HRTimeline
CORRADO ADVISORS, LLC7,631$373K0.19%013F-HRTimeline
Impact Partnership Wealth, LLC7,461$364K0.05%-3613F-HRTimeline
IFP Advisors, Inc7,094$347K0.01%+813F-HRTimeline
CROSSPOINT FINANCIAL, LLC6,548$320K0.8%013F-HRTimeline
AE Wealth Management LLC6,300$308K<0.01%-13713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,166$303K<0.01%-3,36013F-HRTimeline
Selby Wealth Management, LLC6,200$303K0.12%013F-HRTimeline
Clear Creek Financial Management, LLC6,163$301K0.02%new13F-HRTimeline
Share Andrew L.5,976$292K0.14%013F-HRTimeline
IMG Wealth Management, Inc.5,893$288K0.18%013F-HRTimeline
VISTA INVESTMENT MANAGEMENT5,480$268K0.09%013F-HRTimeline
HARBOUR INVESTMENTS, INC.5,183$253K<0.01%+1,19413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,175$253K<0.01%013F-HRTimelineGroup
My Personal CFO, LLC5,140$251K0.11%013F-HRTimeline
PFG Advisors5,121$250K0.01%-5113F-HRTimeline
Orion Porfolio Solutions, LLC4,957$242K<0.01%-36613F-HRTimeline
Advisory Services Network, LLC4,617$226K<0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,464$218K<0.01%-34613F-HRTimeline
GTS FINANCIAL, LLC5,056$215K0.17%13F-HRTimeline
BAM Wealth Management, LLC4,107$201K0.15%013F-HRTimeline
WELLINGTON-ALTUS USA INC.2,830$152K0.09%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,642$129K<0.01%013F-HRTimelineGroup
Financial Network Wealth Advisors LLC1,876$91.6K0.09%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,235$60.3K0.04%013F-HRTimeline
Bullseye Investment Management, LLC650$31.8K0.02%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…500$24.4K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC450$22K<0.01%+15013F-HRTimelineGroup
Sunbelt Securities, Inc.406$19.8K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV400$19.5K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc363$17.7K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC262$12.8K<0.01%-5813F-HRTimelineGroup
Integrity Financial Corp /WA223$10.9K0.01%013F-HRTimeline
Larson Financial Group LLC153$7.47K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC134$7K<0.01%013F-HRTimelineGroup
IAG Wealth Partners, LLC132$6.45K<0.01%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC100$4.88K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…62$3.03K<0.01%013F-HRTimeline