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Innovator Laddered Allocation Buffer ETF (BUFB) Institutional Ownership

$35.78 +0.28 (+0.77%)
Closing price 03:55 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)
54
Total
Institutional Inflows
(last 12 months)
$80.25M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$28.16M
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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
10/7/2025KFG Wealth Management LLC117,122$4.19M0.6%+1.3%1.880%
10/2/2025 Capital Asset Advisory Services LLC452,850$16.19M0.7%-5.9%7.269%
9/4/2025Osaic Holdings Inc.172,525$5.85M0.0%-36.4%2.769%
8/25/2025BLVD Private Wealth LLC8,236$279K0.3%N/A0.132%
8/15/2025Chapman Financial Group LLC7,755$263K0.2%N/A0.124%
8/15/2025Visionary Wealth Advisors34,839$1.18M0.1%-51.1%0.559%
8/15/2025Acas LLC22,128$771K0.5%+1.4%0.355%
8/14/2025Raymond James Financial Inc.21,621$733K0.0%-84.5%0.347%
8/14/2025Diversify Wealth Management LLC145,732$5.07M0.3%+0.3%2.339%
8/14/2025Heritage Wealth Management Inc.26,600$901K0.3%+155.5%0.427%
8/14/2025Balance Wealth LLC37,700$1.28M0.7%+20.5%0.605%
8/13/2025VestGen Advisors LLC10,522$362K0.0%N/A0.169%
8/12/2025Steward Partners Investment Advisory LLC40,250$1.36M0.0%-13.4%0.646%
8/12/2025CreativeOne Wealth LLC26,251$889K0.0%-57.0%0.421%
8/12/2025NFP Retirement Inc.72,765$2.47M0.2%-1.7%1.168%
8/8/2025Kingsview Wealth Management LLC17,055$578K0.0%+22.7%0.274%
8/8/2025Cetera Investment Advisers134,762$4.57M0.0%+3.2%2.163%
8/7/2025Ibex Wealth Advisors6,057$205K0.0%N/A0.097%
8/5/2025Trail Ridge Investment Advisors LLC6,068$209K0.1%N/A0.097%
8/4/20254J Wealth Management LLC25,570$866K0.6%-87.3%0.410%
8/4/2025Atria Investments Inc9,760$331K0.0%-6.4%0.157%
8/4/2025World Investment Advisors67,929$2.30M0.1%-5.7%1.090%
8/1/2025GWN Securities Inc.149,668$5.07M0.9%+16.6%2.402%
8/1/2025Envestnet Asset Management Inc.189,383$6.42M0.0%+11.7%3.040%
7/30/2025Caliber Wealth Management LLC KS13,287$450K0.0%N/A0.213%
7/30/2025Syntegra Private Wealth Group LLC154,233$5.23M0.5%+2.1%2.476%
7/28/2025RFG Advisory LLC20,300$688K0.0%-5.3%0.326%
7/28/2025Axxcess Wealth Management LLC479,790$16.26M0.4%-16.9%7.701%
7/24/2025Columbia Advisory Partners LLC34,176$1.16M0.9%N/A0.549%
7/22/2025Diligent Investors LLC45,183$1.53M0.4%-3.8%0.725%
7/21/2025Ameritas Advisory Services LLC2,412$82K0.0%-67.8%0.039%
7/21/2025DHJJ Financial Advisors Ltd.1,635$55K0.0%+170.2%0.026%
7/21/2025Seros Financial LLC207,593$7.03M4.5%+2.5%3.332%
7/18/2025Truist Financial Corp22,642$767K0.0%+25.9%0.363%
7/16/2025Kathmere Capital Management LLC87,888$2.98M0.2%-3.2%1.411%
7/15/2025Optima Capital LLC63,731$2.16M1.2%+1.5%1.023%
7/14/2025AdvisorNet Financial Inc4,100$139K0.0%+20.6%0.066%
7/14/2025KFG Wealth Management LLC115,665$3.92M0.6%+1.2%1.857%
7/9/2025Capital Wealth Management LLC170,172$5.77M2.2%+9.4%2.731%
7/7/2025 Capital Asset Advisory Services LLC481,391$16.30M0.8%-17.1%7.727%
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%
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%
(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, 75 institutional investors and hedge funds held shares of Innovator Laddered Allocation Buffer ETF. The most heavily invested institutionals were Axxcess Wealth Management LLC ($16.26M), Capital Asset Advisory Services LLC ($16.19M), LPL Financial LLC ($9.46M), Seros Financial LLC ($7.03M), Envestnet Asset Management Inc. ($6.42M), HighTower Advisors LLC ($6.21M), and Osaic Holdings Inc. ($5.85M).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 69 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. ($296.60K), SageView Advisory Group LLC ($229.09K), Seros Financial LLC ($207.59K), 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 2,519,184 shares in the last 24 months. This purchase volume represents approximately $80.25M in transactions.

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

Of the 27 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: 4J Wealth Management LLC ($175.88K), Capital Asset Advisory Services LLC ($127.65K), Raymond James Financial Inc. ($117.97K), Osaic Holdings Inc. ($98.65K), Axxcess Wealth Management LLC ($97.50K), Truist Financial Corp ($61.80K), and Visionary Wealth Advisors ($36.47K).

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

Institutional investors have sold a total of 838,335 shares in the last 24 months. This volume of shares sold represents approximately $28.16M in transactions.


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This page (BATS:BUFB) was last updated on 10/7/2025 by MarketBeat.com Staff
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