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Innovator Laddered Allocation Buffer ETF (BUFB) Institutional Ownership

$34.86 +0.46 (+1.32%)
As of 08/15/2025 03:52 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Innovator Laddered Allocation Buffer ETF (BATS:BUFB)

Number of
Institutional Buyers
(last 12 months)
53
Total
Institutional Inflows
(last 12 months)
$80.48M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$25.24M
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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
8/15/2025Chapman Financial Group LLC7,755$263K0.2%N/A0.124%
8/15/2025 Visionary Wealth Advisors34,839$1.18M0.1%-51.1%0.559%
8/15/2025 Acas LLC22,128$771K0.5%+1.4%0.355%
8/14/2025 Raymond James Financial Inc.21,621$733K0.0%-84.5%0.347%
8/14/2025 Diversify Wealth Management LLC145,732$5.07M0.3%+0.3%2.339%
8/14/2025 Heritage Wealth Management Inc.26,600$901K0.3%+155.5%0.427%
8/14/2025 Balance Wealth LLC37,700$1.28M0.7%+20.5%0.605%
8/13/2025 VestGen Advisors LLC10,522$362K0.0%N/A0.169%
8/12/2025 Steward Partners Investment Advisory LLC40,250$1.36M0.0%-13.4%0.646%
8/12/2025 CreativeOne Wealth LLC26,251$889K0.0%-57.0%0.421%
8/12/2025 NFP Retirement Inc.72,765$2.47M0.2%-1.7%1.168%
8/8/2025 Kingsview Wealth Management LLC17,055$578K0.0%+22.7%0.274%
8/8/2025 Cetera Investment Advisers134,762$4.57M0.0%+3.2%2.163%
8/7/2025 Ibex Wealth Advisors6,057$205K0.0%N/A0.097%
8/5/2025 Trail Ridge Investment Advisors LLC6,068$209K0.1%N/A0.097%
8/4/2025 4J Wealth Management LLC25,570$866K0.6%-87.3%0.410%
8/4/2025 Atria Investments Inc9,760$331K0.0%-6.4%0.157%
8/4/2025 World Investment Advisors67,929$2.30M0.1%-5.7%1.090%
8/1/2025 GWN Securities Inc.149,668$5.07M0.9%+16.6%2.402%
8/1/2025 Envestnet Asset Management Inc.189,383$6.42M0.0%+11.7%3.040%
7/30/2025 Caliber Wealth Management LLC KS13,287$450K0.0%N/A0.213%
7/30/2025 Syntegra Private Wealth Group LLC154,233$5.23M0.5%+2.1%2.476%
7/28/2025 RFG Advisory LLC20,300$688K0.0%-5.3%0.326%
7/28/2025 Axxcess Wealth Management LLC479,790$16.26M0.4%-16.9%7.701%
7/24/2025 Columbia Advisory Partners LLC34,176$1.16M0.9%N/A0.549%
7/22/2025 Diligent Investors LLC45,183$1.53M0.4%-3.8%0.725%
7/21/2025 Ameritas Advisory Services LLC2,412$82K0.0%-67.8%0.039%
7/21/2025 DHJJ Financial Advisors Ltd.1,635$55K0.0%+170.2%0.026%
7/21/2025 Seros Financial LLC207,593$7.03M4.5%+2.5%3.332%
7/18/2025 Truist Financial Corp22,642$767K0.0%+25.9%0.363%
7/16/2025 Kathmere Capital Management LLC87,888$2.98M0.2%-3.2%1.411%
7/15/2025 Optima Capital LLC63,731$2.16M1.2%+1.5%1.023%
7/14/2025 AdvisorNet Financial Inc4,100$139K0.0%+20.6%0.066%
7/14/2025 KFG Wealth Management LLC115,665$3.92M0.6%+1.2%1.857%
7/9/2025 Capital 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%
6/13/2025 Optima Capital LLC62,796$1.97M1.3%+27.4%1.008%
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%
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After This White House Deadline, All Bets Are Off The White House just issued a sweeping order that could send U.S.-based AI stocks soaring. But there's a catch – this mandate comes with a strict September 30th deadline for federal agencies to comply. If you don't act before that, you could miss out on the biggest returns. One of Wall Street's most brilliant investment millionaires explains why in a new FREE video.

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%
3/12/2025Centaurus 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%
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%
America’s Finest Hour: Sept 30 (Ad)

After This White House Deadline, All Bets Are Off The White House just issued a sweeping order that could send U.S.-based AI stocks soaring. But there's a catch – this mandate comes with a strict September 30th deadline for federal agencies to comply. If you don't act before that, you could miss out on the biggest returns. One of Wall Street's most brilliant investment millionaires explains why in a new FREE video.

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%
(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, 73 institutional investors and hedge funds held shares of Innovator Laddered Allocation Buffer ETF. The most heavily invested institutionals were Capital Asset Advisory Services LLC ($16.30M), Axxcess Wealth Management LLC ($16.26M), LPL Financial LLC ($9.46M), Seros Financial LLC ($7.03M), Envestnet Asset Management Inc. ($6.42M), HighTower Advisors LLC ($6.21M), and Capital Wealth Management LLC ($5.77M).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 68 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 2,527,677 shares in the last 24 months. This purchase volume represents approximately $80.48M in transactions.

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

Of the 26 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), Raymond James Financial Inc. ($117.97K), Truist Financial Corp ($108.61K), Capital Asset Advisory Services LLC ($99.11K), Axxcess Wealth Management LLC ($97.50K), Visionary Wealth Advisors ($36.47K), and Envestnet Asset Management Inc. ($34.84K).

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

Institutional investors have sold a total of 757,959 shares in the last 24 months. This volume of shares sold represents approximately $25.24M in transactions.



This page (BATS:BUFB) was last updated on 8/16/2025 by MarketBeat.com Staff
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