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Innovator Laddered Allocation Buffer ETF (BUFB) Institutional Ownership

$40.37 -0.03 (-0.07%)
As of 04:10 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)
58
Total
Institutional Inflows
(last 12 months)
$39.94M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$68.09M
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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
7/9/2026 Wealthcare Capital Management LLC5,100$200K0.0%N/A0.082%
7/9/2026 Capital Wealth Management LLC235,709$9.27M2.2%+10.4%3.783%
6/23/2026 MTM Financial Group LLC65,790$2.36M1.1%+1.7%1.056%
6/18/2026Western Wealth Management LLC12,132$436K0.0%-2.1%0.195%
5/19/2026Western Wealth Management LLC12,132$436K0.0%-2.1%0.195%
5/19/2026Centaurus Financial Inc.33,564$1.21M0.1%+6.4%0.539%
5/13/2026 Cetera Investment Advisers166,140$5.97M0.0%+16.9%2.667%
5/13/2026 Wealthspire Retirement LLC58,358$2.10M0.1%-23.0%0.937%
5/5/2026 Bank of New York Mellon Corp8,664$311K0.0%N/A0.139%
5/5/2026Seros Financial LLC48,854$1.75M1.1%-77.9%0.784%
5/4/2026 Bedel Financial Consulting Inc.56,626$2.03M0.2%+10.7%0.909%
5/2/2026 Arlington Capital Management Inc.14,061$505K0.3%N/A0.226%
5/2/2026 Diversify Wealth Management LLC199,050$7.57M0.1%+9.5%3.195%
5/1/2026 Simplicity Wealth LLC12,246$440K0.0%-3.7%0.197%
4/30/2026 Ibex Wealth Advisors10,056$361K0.0%N/A0.161%
4/28/2026 Kathmere Capital Management LLC82,829$2.97M0.2%-0.4%1.330%
4/28/2026 Integral Investment Advisors Inc.12,250$440K0.1%-3.2%0.197%
4/27/2026 Syntegra Private Wealth Group LLC193,108$6.94M0.7%+2.1%3.100%
4/27/2026World Investment Advisors78,496$2.82M0.0%+1.0%1.260%
4/27/2026 Private Advisor Group LLC16,734$601K0.0%-2.9%0.269%
4/24/2026Capital Asset Advisory Services LLC8,796$334K0.0%-48.3%0.141%
4/24/2026 Columbia Advisory Partners LLC183,120$6.58M4.2%+29.4%2.939%
4/23/2026 Caliber Wealth Management LLC KS49,832$1.79M0.2%+280.1%0.800%
4/21/2026 Balance Wealth LLC33,262$1.19M0.4%-7.1%0.534%
4/21/2026 KFG Wealth Management LLC115,810$4.16M0.5%+1.1%1.859%
4/20/2026 Heritage Wealth Management Inc.73,323$2.63M1.3%+6.5%1.177%
4/20/2026 RFG Advisory LLC18,100$650K0.0%-8.4%0.291%
4/17/2026 Capital Wealth Management LLC213,581$7.67M2.1%+11.6%3.428%
4/17/2026 Brookstone Capital Management12,111$435K0.0%-7.6%0.194%
3/17/2026Rockefeller Capital Management L.P.92,128$3.38M0.0%N/A1.479%
3/13/2026World Investment Advisors77,745$2.85M0.0%+11.2%1.248%
2/19/2026 Axxcess Wealth Management LLC17,742$650K0.0%-96.1%0.285%
2/18/2026 Wealthspire Retirement LLC75,794$2.78M0.2%+3.3%1.217%
2/18/2026 VestGen Advisors LLC6,993$256K0.0%-35.4%0.112%
2/18/2026OLD Mission Capital LLC12,892$472K0.0%N/A0.207%
2/17/2026 Cetera Investment Advisers142,172$5.21M0.0%+6.5%2.282%
2/17/2026Osaic Holdings Inc.176,699$6.47M0.0%-4.8%2.836%
2/16/2026 MML Investors Services LLC36,456$1.34M0.0%+3.3%0.585%
2/13/2026 Kestra Advisory Services LLC32,602$1.19M0.0%+41.5%0.523%
2/13/2026CreativeOne Wealth LLC33,006$1.21M0.0%+8.8%0.530%
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2/12/2026 Commonwealth Equity Services LLC164,691$6.03M0.0%+887.9%2.644%
2/12/2026Steward Partners Investment Advisory LLC23,752$870K0.0%+3.7%0.381%
2/12/2026 Principal Securities Inc.76,804$2.81M0.0%+23.8%1.233%
2/11/2026 Gilpin Wealth Management LLC700$26K0.0%N/A0.011%
2/11/2026 GWN Securities Inc.216,226$7.92M1.6%+24.3%3.471%
2/11/2026 LPL Financial LLC323,228$11.84M0.0%+9.1%5.188%
2/10/2026 Syntegra Private Wealth Group LLC189,195$6.93M0.6%+5.6%3.037%
2/10/2026COFG Advisors LLC6,775$248K0.1%N/A0.109%
2/10/2026Foundations Investment Advisors LLC5,709$209K0.0%N/A0.092%
2/9/2026Kingsview Wealth Management LLC29,329$1.07M0.0%+32.2%0.471%
2/9/2026 Integrity Alliance LLC.7,629$279K0.0%N/A0.122%
2/9/2026 Harbour Investments Inc.811$30K0.0%-56.1%0.013%
2/6/2026 Axxcess Wealth Management LLC17,742$650K0.0%-96.1%0.285%
2/6/2026Seros Financial LLC220,808$8.09M4.7%+3.1%3.544%
2/6/2026 Integral Investment Advisors Inc.12,650$463K0.1%+21.6%0.203%
2/6/2026 HighTower Advisors LLC275,965$10.11M0.0%+8.7%4.430%
2/5/2026Western Wealth Management LLC12,394$454K0.0%-2.7%0.199%
2/4/2026Ameritas Advisory Services LLC7,486$274K0.0%N/A0.120%
2/4/2026World Investment Advisors77,745$2.85M0.0%+11.2%1.248%
2/4/2026 Continuum Wealth Advisors LLC25,421$931K0.4%-1.1%0.408%
2/4/2026 OFC Financial Planning LLC33,566$1.23M1.2%+5.5%0.539%
2/3/2026 Diversify Wealth Management LLC181,796$6.72M0.3%+22.1%2.918%
2/3/2026Vantage Financial Partners LLC12,434$456K0.1%N/A0.200%
2/3/2026 RFG Advisory LLC19,755$724K0.0%-2.7%0.317%
2/3/2026 Foronjy Financial LLC18,950$694K0.3%+12.7%0.304%
2/2/2026 Truist Financial Corp20,262$742K0.0%-13.5%0.325%
2/2/2026 Chapman Financial Group LLC9,155$335K0.2%+18.1%0.147%
2/2/2026 Capital Wealth Management LLC191,320$7.01M2.3%+11.6%3.071%
1/30/2026 Simplicity Wealth LLC12,714$466K0.0%N/A0.204%
1/28/2026 Bedel Financial Consulting Inc.51,151$1.87M0.2%+21.2%0.821%
1/27/2026 BLVD Private Wealth LLC5,559$204K0.2%-8.3%0.089%
1/26/2026 Heritage Wealth Management Inc.68,843$2.52M0.7%+40.5%1.105%
1/23/2026 Optima Capital LLC61,021$2.24M1.0%+0.6%0.979%
1/23/2026 Diligent Investors LLC41,627$1.53M0.4%-1.9%0.668%
1/23/2026 DHJJ Financial Advisors Ltd.2,261$83K0.0%+38.3%0.036%
1/22/2026 Columbia Advisory Partners LLC141,548$5.19M3.5%+86.7%2.272%
1/21/2026 KFG Wealth Management LLC114,526$4.20M0.6%-2.2%1.838%
1/15/2026 4J Wealth Management LLC21,854$801K0.5%-2.1%0.351%
1/15/2026 Brookstone Capital Management13,106$480K0.0%+21.9%0.210%
1/13/2026 Kathmere Capital Management LLC83,167$3.05M0.2%-5.4%1.335%
1/12/2026 Daymark Wealth Partners LLC18,140$665K0.0%+6.8%0.291%
1/9/2026Capital Asset Advisory Services LLC17,007$628K0.0%-96.2%0.273%
12/23/2025 Triumph Capital Management2,037$73K0.0%N/A0.033%
11/20/2025Centaurus Financial Inc.35,916$1.28M0.1%+16.5%0.577%
11/17/2025 Triumph Capital Management2,037$73K0.0%N/A0.033%
11/17/2025Susquehanna International Group LLP27,016$966K0.0%+163.5%0.434%
11/17/2025 OFC Financial Planning LLC31,808$1.14M1.1%-1.7%0.511%
11/17/2025Citadel Advisors LLC12,626$451K0.0%N/A0.203%
11/14/2025Raymond James Financial Inc.24,208$865K0.0%+12.0%0.389%
11/14/2025 Diligent Investors LLC42,442$1.52M0.4%-6.1%0.681%
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11/13/2025CreativeOne Wealth LLC30,348$1.09M0.0%+15.6%0.487%
11/12/2025Kingsview Wealth Management LLC22,183$793K0.0%+30.1%0.356%
11/12/2025 Ibex Wealth Advisors7,216$258K0.0%+19.1%0.116%
11/12/2025 Diversify Wealth Management LLC148,842$5.38M0.3%+2.1%2.389%
11/10/2025 Curtis Advisory Group LLC23,177$828K0.2%+1.9%0.372%
11/7/2025 Axxcess Wealth Management LLC452,850$16.19M0.3%-5.6%7.269%
11/7/2025 Bedel Financial Consulting Inc.42,219$1.51M0.2%-1.5%0.678%
11/7/2025 HighTower Advisors LLC253,806$9.07M0.0%+6.1%4.074%
11/6/2025D.B. Root & Company LLC7,287$260K0.1%-4.2%0.117%
11/5/2025Seros Financial LLC214,270$7.66M1.2%+3.2%3.439%


BUFB Institutional Ownership - Frequently Asked Questions

During the previous two years, 86 institutional investors and hedge funds held shares of Innovator Laddered Allocation Buffer ETF. The most heavily invested institutionals were LPL Financial LLC ($11.84M), HighTower Advisors LLC ($10.11M), Capital Wealth Management LLC ($9.27M), GWN Securities Inc. ($7.92M), Diversify Wealth Management LLC ($7.57M), Envestnet Asset Management Inc. ($7.05M), and Syntegra Private Wealth Group LLC ($6.94M).Learn more on Innovator Laddered Allocation Buffer ETF's institutional investors.

Of the 77 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 ($557.84K), Seros Financial LLC ($220.81K), LPL Financial LLC ($208.00K), Diversify Wealth Management LLC ($192.01K), Columbia Advisory Partners LLC ($183.12K), Encompass More Asset Management ($167.47K), and Capital Asset Advisory Services LLC ($165.36K).

Institutional investors have bought a total of 1,099,074 shares in the last 24 months. This purchase volume represents approximately $39.94M in transactions.

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: Axxcess Wealth Management LLC ($897.16K), Capital Asset Advisory Services LLC ($472.60K), Seros Financial LLC ($171.95K), Encompass More Asset Management ($132.60K), Osaic Holdings Inc. ($107.53K), Visionary Wealth Advisors ($36.47K), and Wealthspire Retirement LLC ($17.44K).

Institutional investors have sold a total of 1,878,337 shares in the last 24 months. This volume of shares sold represents approximately $68.09M in transactions.


Related Companies

Institutional ownership data for BATS:BUFB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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