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Innovator Laddered Allocation Buffer ETF (BUFB) Institutional Ownership

$32.19 +0.65 (+2.07%)
Closing price 05/23/2025 03:58 PM Eastern
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$32.20 +0.00 (+0.00%)
As of 05/23/2025 04:04 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)
$77.51M
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2025 CreativeOne Wealth LLC61,031$1.92M0.1%+769.6%0.914%
5/14/2025 OFC Financial Planning LLC31,961$1.00M1.1%+1.1%0.478%
5/13/2025 Raymond James Financial Inc.139,589$4.39M0.0%+932.5%2.090%
5/13/2025 NFP Retirement Inc.74,049$2.33M0.2%+3.6%1.109%
5/13/2025 HighTower Advisors LLC197,784$6.21M0.0%+4.7%2.961%
5/9/2025 Syntegra Private Wealth Group LLC151,099$4.75M0.6%+131.3%2.262%
5/9/2025 Encompass More Asset Management167,469$5.26M1.6%+11.7%2.507%
5/7/2025 LPL Financial LLC300,945$9.46M0.0%+27.0%4.505%
5/7/2025 Bedel Financial Consulting Inc.43,733$1.37M0.2%-8.3%0.655%
5/6/2025 Cetera Investment Advisers130,553$4.10M0.0%+26.3%1.954%
5/6/2025 AE Wealth Management LLC3,901$123K0.0%-73.7%0.058%
5/5/2025 Blue Bell Private Wealth Management LLC8,078$254K0.0%+92.4%0.121%
5/5/2025 Private Advisor Group LLC15,225$478K0.0%-7.0%0.228%
5/2/2025 Independent Wealth Network Inc.20,797$653K0.3%+6.9%0.311%
5/2/2025 Acas LLC21,828$685K0.5%+21.2%0.327%
5/2/2025 Kingsview Wealth Management LLC13,904$437K0.0%+111.8%0.208%
5/1/2025 Curtis Advisory Group LLC12,215$384K0.1%N/A0.183%
5/1/2025 Kathmere Capital Management LLC90,772$2.85M0.2%+0.4%1.359%
5/1/2025 Diversify Wealth Management LLC145,225$4.54M0.3%-0.3%2.174%
4/30/2025 Axxcess Wealth Management LLC577,286$18.14M0.5%+23.4%8.642%
4/29/2025 Heritage Wealth Management Inc.10,411$327K0.1%N/A0.156%
4/29/2025 Envestnet Asset Management Inc.169,508$5.33M0.0%+9.9%2.538%
4/29/2025 World Investment Advisors72,009$2.26M0.1%-2.2%1.078%
4/29/2025 4J Wealth Management LLC201,453$6.33M5.0%+44.7%3.016%
4/25/2025 Ameritas Advisory Services LLC7,486$235K0.0%N/A0.112%
4/23/2025 Western Wealth Management LLC12,887$405K0.0%+17.8%0.193%
4/23/2025 Balance Wealth LLC31,297$983K0.6%N/A0.469%
4/22/2025 Cambridge Investment Research Advisors Inc.68,773$2.16M0.0%+10.3%1.034%
4/22/2025 Continuum Wealth Advisors LLC28,172$885K0.5%+27.4%0.424%
4/18/2025 Capital Wealth Management LLC155,534$4.89M2.0%+80.0%2.339%
4/16/2025 Seros Financial LLC202,607$6.37M4.8%N/A3.047%
4/15/2025 Integral Investment Advisors Inc.10,400$327K0.1%-16.1%0.156%
4/14/2025 Daymark Wealth Partners LLC11,099$349K0.0%N/A0.166%
4/11/2025 KFG Wealth Management LLC114,267$3.59M0.7%+7.1%1.718%
4/10/2025 Diligent Investors LLC46,958$1.48M0.4%-0.8%0.706%
4/9/2025 Capital Asset Advisory Services LLC580,500$18.39M0.9%+20.9%8.729%
3/12/2025 Centaurus Financial Inc.22,429$724K0.0%-1.4%0.340%
2/26/2025 Advisor Resource Council6,704$217K0.2%N/A0.182%
2/17/2025 Visionary Wealth Advisors85,850$2.77M0.2%+1.8%2.333%
2/17/2025 Diligent Investors LLC47,338$1.53M0.4%+6.7%1.286%
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2/17/2025 Cetera Investment Advisers103,381$3.34M0.0%+11.8%2.809%
2/17/2025 Citadel Advisors LLC9,641$311K0.0%-3.9%0.262%
2/17/2025Chapman Financial Group LLC6,580$213K0.2%N/A0.179%
2/14/2025 Bellwether Advisors LLC3,396$110K0.0%N/A0.092%
2/13/2025 CreativeOne Wealth LLC7,018$227K0.0%N/A0.191%
2/13/2025 NFP Retirement Inc.71,490$2.31M0.2%+5.2%1.943%
2/13/2025 Raymond James Financial Inc.13,519$437K0.0%N/A0.367%
2/13/2025 Envestnet Asset Management Inc.154,214$4.98M0.0%-18.4%4.191%
2/12/2025 World Investment Advisors73,640$2.38M0.1%+3.3%2.001%
2/11/2025 LPL Financial LLC237,040$7.66M0.0%+97.7%6.441%
2/10/2025 Axxcess Wealth Management LLC467,850$15.11M0.4%+14.7%12.713%
2/10/2025 GWN Securities Inc.60,213$1.95M0.5%N/A1.636%
2/7/2025 HighTower Advisors LLC188,974$6.10M0.0%+4.3%5.135%
2/6/2025 Raymond James Financial Inc.13,519$437K0.0%N/A0.367%
2/6/2025 Steward Partners Investment Advisory LLC85,879$2.77M0.0%+3.1%2.334%
2/6/2025 Bedel Financial Consulting Inc.47,670$1.57M0.2%+17.3%1.295%
2/5/2025 MKD Wealth Coaches LLC15,740$508K0.5%N/A0.428%
2/4/2025 Continuum Wealth Advisors LLC22,121$715K0.4%-4.7%0.601%
2/3/2025 Private Advisor Group LLC16,369$529K0.0%+5.9%0.445%
1/31/2025 Truist Financial Corp17,681$571K0.0%-77.8%0.480%
1/30/2025 Principal Securities Inc.43,034$1.39M0.0%+33.2%1.169%
1/28/2025 Kingsview Wealth Management LLC6,565$212K0.0%N/A0.178%
1/27/2025 Syntegra Private Wealth Group LLC65,327$2.11M0.2%+10.4%1.775%
1/24/2025 OFC Financial Planning LLC31,620$1.02M1.1%N/A0.859%
1/24/2025 4J Wealth Management LLC139,263$4.50M3.6%+6.4%3.784%
1/22/2025 Capital Asset Advisory Services LLC479,977$15.61M0.8%+15.6%13.043%
1/21/2025 KFG Wealth Management LLC106,652$3.45M0.6%+172.6%2.898%
1/21/2025 Atlas Private Wealth Advisors7,040$227K0.0%N/A0.191%
1/21/2025 Encompass More Asset Management149,947$4.84M1.6%+13.1%4.075%
1/21/2025 RFG Advisory LLC21,432$692K0.0%-6.0%0.582%
1/17/2025 Independent Wealth Network Inc.19,448$628K0.3%+1.9%0.528%
1/16/2025 Capital Wealth Management LLC86,428$2.79M1.2%+1.6%2.349%
1/16/2025 Diversify Wealth Management LLC145,710$4.69M0.4%+0.9%3.960%
1/14/2025 Kathmere Capital Management LLC90,386$2.92M0.3%+2.7%2.456%
11/25/2024 World Investment Advisors LLC71,277$2.25M0.1%-2.6%1.937%
11/15/2024 MML Investors Services LLC18,581$587K0.0%+10.4%0.505%
11/15/2024 SageView Advisory Group LLC13,370$422K0.0%-23.2%0.363%
11/15/2024 HighTower Advisors LLC181,199$5.72M0.0%+8.6%4.924%
11/14/2024 Encompass More Asset Management132,600$4.19M1.6%N/A3.603%
11/4/2024 Axxcess Wealth Management LLC407,973$12.88M0.3%+1,998.3%11.086%
10/25/2024 Diversify Wealth Management LLC144,412$4.59M0.4%+1,818.6%3.924%
10/22/2024 Syntegra Private Wealth Group LLC59,184$1.87M0.2%+8.6%1.608%
10/19/2024 Capital Wealth Management LLC85,087$2.69M1.2%+7.3%2.312%
10/18/2024 Continuum Wealth Advisors LLC23,214$733K0.4%+25.0%0.631%
8/22/2024 Cetera Investment Advisers61,847$1.89M0.0%+41.7%1.681%
8/21/2024 Truist Financial Corp73,888$2.26M0.0%-38.8%2.008%
8/15/2024 Delta Investment Management LLC22,345$682K0.2%-58.8%0.607%
8/13/2024 Thrivent Financial for Lutherans165,725$5.06M0.0%+0.5%4.503%
8/10/2024 Axxcess Wealth Management LLC19,443$593K0.0%N/A0.528%
8/8/2024 Envestnet Asset Management Inc.178,264$5.44M0.0%-19.1%4.844%
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8/8/2024 CoreCap Advisors LLC11,615$355K0.0%N/A0.316%
8/8/2024 Hazlett Burt & Watson Inc.1,300$40K0.0%-61.3%0.035%
7/31/2024 Commonwealth Equity Services LLC11,573$353K0.0%+16.4%0.314%
7/26/2024 Cambridge Investment Research Advisors Inc.34,522$1.05M0.0%+92.5%0.938%
7/23/2024 Concourse Financial Group Securities Inc.2,932$89K0.0%+23.3%0.080%
7/18/2024 4J Wealth Management LLC122,828$3.75M3.1%+5.3%3.338%
7/17/2024 Capital Wealth Management LLC79,313$2.42M1.1%+15.3%2.155%
7/15/2024 Diligent Investors LLC43,250$1.32M0.3%+11.8%1.175%
7/15/2024 D.B. Root & Company LLC7,976$243K0.1%-41.1%0.217%
7/15/2024 RFG Advisory LLC18,882$576K0.0%+86.1%0.513%
(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, 67 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 BUFB's institutional investors.

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

Of the 63 institutional investors that purchased Innovator Laddered Allocation Buffer ETF 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 3,548,494 shares in the last 24 months. This purchase volume represents approximately $107.24M in transactions.

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

Of the 24 institutional investors that sold Innovator Laddered Allocation Buffer ETF 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), SageView Advisory Group LLC ($57.44K), Kathmere Capital Management LLC ($33.41K), Delta Investment Management LLC ($31.87K), Bedel Financial Consulting Inc. ($13.83K), and AE Wealth Management LLC ($10.94K).

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

Institutional investors have sold a total of 373,442 shares in the last 24 months. This volume of shares sold represents approximately $11.35M in transactions.



This page (BATS:BUFB) was last updated on 5/24/2025 by MarketBeat.com Staff
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