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Innovator Laddered Allocation Buffer ETF (BUFB) Institutional Ownership

$34.09 +2.55 (+8.08%)
As of 07/3/2025 03:27 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator Laddered Allocation Buffer ETF (BATS:BUFB)

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$76.82M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$7.99M
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BUFB Institutional Buying and Selling by Quarter

Innovator Laddered Allocation Buffer ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/13/2025Optima Capital LLC62,796$1.97M1.3%+27.4%1.008%
5/14/2025CreativeOne Wealth LLC61,031$1.92M0.1%+769.6%0.914%
5/14/2025OFC Financial Planning LLC31,961$1.00M1.1%+1.1%0.478%
5/13/2025Raymond James Financial Inc.139,589$4.39M0.0%+932.5%2.090%
5/13/2025NFP Retirement Inc.74,049$2.33M0.2%+3.6%1.109%
5/13/2025HighTower Advisors LLC197,784$6.21M0.0%+4.7%2.961%
5/9/2025Syntegra Private Wealth Group LLC151,099$4.75M0.6%+131.3%2.262%
5/9/2025Encompass More Asset Management167,469$5.26M1.6%+11.7%2.507%
5/7/2025LPL Financial LLC300,945$9.46M0.0%+27.0%4.505%
5/7/2025Bedel Financial Consulting Inc.43,733$1.37M0.2%-8.3%0.655%
5/6/2025Cetera Investment Advisers130,553$4.10M0.0%+26.3%1.954%
5/6/2025AE Wealth Management LLC3,901$123K0.0%-73.7%0.058%
5/5/2025Blue Bell Private Wealth Management LLC8,078$254K0.0%+92.4%0.121%
5/5/2025Private Advisor Group LLC15,225$478K0.0%-7.0%0.228%
5/2/2025Independent Wealth Network Inc.20,797$653K0.3%+6.9%0.311%
5/2/2025Acas LLC21,828$685K0.5%+21.2%0.327%
5/2/2025Kingsview Wealth Management LLC13,904$437K0.0%+111.8%0.208%
5/1/2025Curtis Advisory Group LLC12,215$384K0.1%N/A0.183%
5/1/2025Kathmere Capital Management LLC90,772$2.85M0.2%+0.4%1.359%
5/1/2025Diversify Wealth Management LLC145,225$4.54M0.3%-0.3%2.174%
4/30/2025Axxcess Wealth Management LLC577,286$18.14M0.5%+23.4%8.642%
4/29/2025Heritage Wealth Management Inc.10,411$327K0.1%N/A0.156%
4/29/2025Envestnet Asset Management Inc.169,508$5.33M0.0%+9.9%2.538%
4/29/2025World Investment Advisors72,009$2.26M0.1%-2.2%1.078%
4/29/20254J Wealth Management LLC201,453$6.33M5.0%+44.7%3.016%
4/25/2025Ameritas Advisory Services LLC7,486$235K0.0%N/A0.112%
4/23/2025Western Wealth Management LLC12,887$405K0.0%+17.8%0.193%
4/23/2025Balance Wealth LLC31,297$983K0.6%N/A0.469%
4/22/2025Cambridge Investment Research Advisors Inc.68,773$2.16M0.0%+10.3%1.034%
4/22/2025Continuum Wealth Advisors LLC28,172$885K0.5%+27.4%0.424%
4/18/2025Capital Wealth Management LLC155,534$4.89M2.0%+80.0%2.339%
4/16/2025Seros Financial LLC202,607$6.37M4.8%N/A3.047%
4/15/2025Integral Investment Advisors Inc.10,400$327K0.1%-16.1%0.156%
4/14/2025Daymark Wealth Partners LLC11,099$349K0.0%N/A0.166%
4/11/2025KFG Wealth Management LLC114,267$3.59M0.7%+7.1%1.718%
4/10/2025Diligent Investors LLC46,958$1.48M0.4%-0.8%0.706%
4/9/2025Capital Asset Advisory Services LLC580,500$18.39M0.9%+20.9%8.729%
3/12/2025Centaurus Financial Inc.22,429$724K0.0%-1.4%0.340%
2/26/2025Advisor Resource Council6,704$217K0.2%N/A0.182%
2/17/2025Visionary Wealth Advisors85,850$2.77M0.2%+1.8%2.333%
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2/17/2025Diligent Investors LLC47,338$1.53M0.4%+6.7%1.286%
2/17/2025Cetera Investment Advisers103,381$3.34M0.0%+11.8%2.809%
2/17/2025Citadel Advisors LLC9,641$311K0.0%-3.9%0.262%
2/17/2025Chapman Financial Group LLC6,580$213K0.2%N/A0.179%
2/14/2025Bellwether Advisors LLC3,396$110K0.0%N/A0.092%
2/13/2025CreativeOne Wealth LLC7,018$227K0.0%N/A0.191%
2/13/2025NFP Retirement Inc.71,490$2.31M0.2%+5.2%1.943%
2/13/2025Raymond James Financial Inc.13,519$437K0.0%N/A0.367%
2/13/2025Envestnet Asset Management Inc.154,214$4.98M0.0%-18.4%4.191%
2/12/2025World Investment Advisors73,640$2.38M0.1%+3.3%2.001%
2/11/2025LPL Financial LLC237,040$7.66M0.0%+97.7%6.441%
2/10/2025Axxcess Wealth Management LLC467,850$15.11M0.4%+14.7%12.713%
2/10/2025GWN Securities Inc.60,213$1.95M0.5%N/A1.636%
2/7/2025HighTower Advisors LLC188,974$6.10M0.0%+4.3%5.135%
2/6/2025Raymond James Financial Inc.13,519$437K0.0%N/A0.367%
2/6/2025Steward Partners Investment Advisory LLC85,879$2.77M0.0%+3.1%2.334%
2/6/2025Bedel Financial Consulting Inc.47,670$1.57M0.2%+17.3%1.295%
2/5/2025MKD Wealth Coaches LLC15,740$508K0.5%N/A0.428%
2/4/2025Continuum Wealth Advisors LLC22,121$715K0.4%-4.7%0.601%
2/3/2025Private Advisor Group LLC16,369$529K0.0%+5.9%0.445%
1/31/2025Truist Financial Corp17,681$571K0.0%-77.8%0.480%
1/30/2025Principal Securities Inc.43,034$1.39M0.0%+33.2%1.169%
1/28/2025Kingsview Wealth Management LLC6,565$212K0.0%N/A0.178%
1/27/2025Syntegra Private Wealth Group LLC65,327$2.11M0.2%+10.4%1.775%
1/24/2025OFC Financial Planning LLC31,620$1.02M1.1%N/A0.859%
1/24/20254J Wealth Management LLC139,263$4.50M3.6%+6.4%3.784%
1/22/2025Capital Asset Advisory Services LLC479,977$15.61M0.8%+15.6%13.043%
1/21/2025KFG Wealth Management LLC106,652$3.45M0.6%+172.6%2.898%
1/21/2025Atlas Private Wealth Advisors7,040$227K0.0%N/A0.191%
1/21/2025Encompass More Asset Management149,947$4.84M1.6%+13.1%4.075%
1/21/2025RFG Advisory LLC21,432$692K0.0%-6.0%0.582%
1/17/2025Independent Wealth Network Inc.19,448$628K0.3%+1.9%0.528%
1/16/2025Capital Wealth Management LLC86,428$2.79M1.2%+1.6%2.349%
1/16/2025Diversify Wealth Management LLC145,710$4.69M0.4%+0.9%3.960%
1/14/2025Kathmere Capital Management LLC90,386$2.92M0.3%+2.7%2.456%
11/25/2024World Investment Advisors LLC71,277$2.25M0.1%-2.6%1.937%
11/15/2024MML Investors Services LLC18,581$587K0.0%+10.4%0.505%
11/15/2024SageView Advisory Group LLC13,370$422K0.0%-23.2%0.363%
11/15/2024HighTower Advisors LLC181,199$5.72M0.0%+8.6%4.924%
11/14/2024Encompass More Asset Management132,600$4.19M1.6%N/A3.603%
11/4/2024Axxcess Wealth Management LLC407,973$12.88M0.3%+1,998.3%11.086%
10/25/2024Diversify Wealth Management LLC144,412$4.59M0.4%+1,818.6%3.924%
10/22/2024Syntegra Private Wealth Group LLC59,184$1.87M0.2%+8.6%1.608%
10/19/2024Capital Wealth Management LLC85,087$2.69M1.2%+7.3%2.312%
10/18/2024Continuum Wealth Advisors LLC23,214$733K0.4%+25.0%0.631%
8/22/2024Cetera Investment Advisers61,847$1.89M0.0%+41.7%1.681%
8/21/2024Truist Financial Corp73,888$2.26M0.0%-38.8%2.008%
8/15/2024Delta Investment Management LLC22,345$682K0.2%-58.8%0.607%
8/13/2024Thrivent Financial for Lutherans165,725$5.06M0.0%+0.5%4.503%
8/10/2024Axxcess Wealth Management LLC19,443$593K0.0%N/A0.528%
Trump’s New Order Could Boost Social Security Benefits by 400% (Ad)

If you collect—or plan to collect—Social Security, you need to see this. A new initiative tied to President Trump's Executive Order #14196 could not only save Social Security from collapse... ...but potentially increase benefits by up to 400%, according to legendary investor Louis Navellier.

Click here to watch the full presentation before it's too late.
8/8/2024Envestnet Asset Management Inc.178,264$5.44M0.0%-19.1%4.844%
8/8/2024CoreCap Advisors LLC11,615$355K0.0%N/A0.316%
8/8/2024Hazlett Burt & Watson Inc.1,300$40K0.0%-61.3%0.035%
7/31/2024Commonwealth Equity Services LLC11,573$353K0.0%+16.4%0.314%
7/26/2024Cambridge Investment Research Advisors Inc.34,522$1.05M0.0%+92.5%0.938%
7/23/2024Concourse Financial Group Securities Inc.2,932$89K0.0%+23.3%0.080%
7/18/20244J Wealth Management LLC122,828$3.75M3.1%+5.3%3.338%
7/17/2024Capital Wealth Management LLC79,313$2.42M1.1%+15.3%2.155%
7/15/2024Diligent Investors LLC43,250$1.32M0.3%+11.8%1.175%
7/15/2024D.B. Root & Company LLC7,976$243K0.1%-41.1%0.217%
(Data available from 1/1/2016 forward)

BUFB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BUFB shares?

During the previous two years, 68 institutional investors and hedge funds held shares of Innovator Laddered Allocation Buffer ETF. The most heavily invested institutionals were Capital Asset Advisory Services LLC ($18.39M), Axxcess Wealth Management LLC ($18.14M), LPL Financial LLC ($9.46M), Seros Financial LLC ($6.37M), 4J Wealth Management LLC ($6.33M), HighTower Advisors LLC ($6.21M), and Envestnet Asset Management Inc. ($5.33M).Learn more on Innovator Laddered Allocation Buffer ETF's institutional investors.

Which institutional investors have been buying Innovator Laddered Allocation Buffer ETF's stock?

Of the 64 institutional investors that purchased Innovator Laddered Allocation Buffer ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Axxcess Wealth Management LLC ($577.29K), Envestnet Asset Management Inc. ($276.73K), SageView Advisory Group LLC ($229.09K), Seros Financial LLC ($202.61K), 4J Wealth Management LLC ($193.41K), LPL Financial LLC ($181.07K), and Encompass More Asset Management ($167.47K).

How much institutional buying is happening at Innovator Laddered Allocation Buffer ETF?

Institutional investors have bought a total of 2,427,071 shares in the last 24 months. This purchase volume represents approximately $76.82M in transactions.

Which of Innovator Laddered Allocation Buffer ETF's major shareholders have been selling company stock?

Of the 18 institutional investors that sold Innovator Laddered Allocation Buffer ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Truist Financial Corp ($108.61K), Envestnet Asset Management Inc. ($77.01K), Delta Investment Management LLC ($31.87K), AE Wealth Management LLC ($10.94K), D.B. Root & Company LLC ($5.58K), SageView Advisory Group LLC ($4.03K), and Bedel Financial Consulting Inc. ($3.94K).

How much institutional selling is happening at Innovator Laddered Allocation Buffer ETF?

Institutional investors have sold a total of 254,780 shares in the last 24 months. This volume of shares sold represents approximately $7.99M in transactions.


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This page (BATS:BUFB) was last updated on 7/5/2025 by MarketBeat.com Staff
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