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Innovator Laddered Allocation Buffer ETF (BUFB) Institutional Ownership

$39.27 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
60
Total
Institutional Inflows
(last 12 months)
$44.71M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$86.61M
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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
6/23/2026MTM 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%
5/13/2026Cetera Investment Advisers166,140$5.97M0.0%+16.9%2.667%
5/13/2026Wealthspire Retirement LLC58,358$2.10M0.1%-23.0%0.937%
5/5/2026Bank of New York Mellon Corp8,664$311K0.0%N/A0.139%
5/5/2026Seros Financial LLC48,854$1.75M1.1%-77.9%0.784%
5/4/2026Bedel Financial Consulting Inc.56,626$2.03M0.2%+10.7%0.909%
5/2/2026Arlington Capital Management Inc.14,061$505K0.3%N/A0.226%
5/2/2026Diversify Wealth Management LLC199,050$7.57M0.1%+9.5%3.195%
5/1/2026Simplicity Wealth LLC12,246$440K0.0%-3.7%0.197%
4/30/2026Ibex Wealth Advisors10,056$361K0.0%N/A0.161%
4/28/2026Kathmere Capital Management LLC82,829$2.97M0.2%-0.4%1.330%
4/28/2026Integral Investment Advisors Inc.12,250$440K0.1%-3.2%0.197%
4/27/2026Syntegra 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%
4/27/2026Private Advisor Group LLC16,734$601K0.0%-2.9%0.269%
4/24/2026Capital Asset Advisory Services LLC8,796$334K0.0%-48.3%0.141%
4/24/2026Columbia Advisory Partners LLC183,120$6.58M4.2%+29.4%2.939%
4/23/2026Caliber Wealth Management LLC KS49,832$1.79M0.2%+280.1%0.800%
4/21/2026Balance Wealth LLC33,262$1.19M0.4%-7.1%0.534%
4/21/2026KFG Wealth Management LLC115,810$4.16M0.5%+1.1%1.859%
4/20/2026Heritage Wealth Management Inc.73,323$2.63M1.3%+6.5%1.177%
4/20/2026RFG Advisory LLC18,100$650K0.0%-8.4%0.291%
4/17/2026Capital Wealth Management LLC213,581$7.67M2.1%+11.6%3.428%
4/17/2026Brookstone 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%
2/19/2026Axxcess Wealth Management LLC17,742$650K0.0%-96.1%0.285%
2/18/2026Wealthspire Retirement LLC75,794$2.78M0.2%+3.3%1.217%
2/18/2026VestGen Advisors LLC6,993$256K0.0%-35.4%0.112%
2/18/2026OLD Mission Capital LLC12,892$472K0.0%N/A0.207%
2/17/2026Cetera Investment Advisers142,172$5.21M0.0%+6.5%2.282%
2/17/2026Osaic Holdings Inc.176,699$6.47M0.0%-4.8%2.836%
2/16/2026MML Investors Services LLC36,456$1.34M0.0%+3.3%0.585%
2/13/2026Kestra Advisory Services LLC32,602$1.19M0.0%+41.5%0.523%
2/13/2026CreativeOne Wealth LLC33,006$1.21M0.0%+8.8%0.530%
2/12/2026Commonwealth 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%
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2/12/2026Principal Securities Inc.76,804$2.81M0.0%+23.8%1.233%
2/11/2026Gilpin Wealth Management LLC700$26K0.0%N/A0.011%
2/11/2026GWN Securities Inc.216,226$7.92M1.6%+24.3%3.471%
2/11/2026LPL Financial LLC323,228$11.84M0.0%+9.1%5.188%
2/10/2026Syntegra 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%
2/9/2026Integrity Alliance LLC.7,629$279K0.0%N/A0.122%
2/9/2026Harbour Investments Inc.811$30K0.0%-56.1%0.013%
2/6/2026Axxcess Wealth Management LLC17,742$650K0.0%-96.1%0.285%
2/6/2026Seros Financial LLC220,808$8.09M4.7%+3.1%3.544%
2/6/2026Integral Investment Advisors Inc.12,650$463K0.1%+21.6%0.203%
2/6/2026HighTower 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%
2/4/2026Continuum Wealth Advisors LLC25,421$931K0.4%-1.1%0.408%
2/4/2026OFC Financial Planning LLC33,566$1.23M1.2%+5.5%0.539%
2/3/2026Diversify Wealth Management LLC181,796$6.72M0.3%+22.1%2.918%
2/3/2026Vantage Financial Partners LLC12,434$456K0.1%N/A0.200%
2/3/2026RFG Advisory LLC19,755$724K0.0%-2.7%0.317%
2/3/2026Foronjy Financial LLC18,950$694K0.3%+12.7%0.304%
2/2/2026Truist Financial Corp20,262$742K0.0%-13.5%0.325%
2/2/2026Chapman Financial Group LLC9,155$335K0.2%+18.1%0.147%
2/2/2026Capital Wealth Management LLC191,320$7.01M2.3%+11.6%3.071%
1/30/2026Simplicity Wealth LLC12,714$466K0.0%N/A0.204%
1/28/2026Bedel Financial Consulting Inc.51,151$1.87M0.2%+21.2%0.821%
1/27/2026BLVD Private Wealth LLC5,559$204K0.2%-8.3%0.089%
1/26/2026Heritage Wealth Management Inc.68,843$2.52M0.7%+40.5%1.105%
1/23/2026Optima Capital LLC61,021$2.24M1.0%+0.6%0.979%
1/23/2026Diligent Investors LLC41,627$1.53M0.4%-1.9%0.668%
1/23/2026DHJJ Financial Advisors Ltd.2,261$83K0.0%+38.3%0.036%
1/22/2026Columbia Advisory Partners LLC141,548$5.19M3.5%+86.7%2.272%
1/21/2026KFG Wealth Management LLC114,526$4.20M0.6%-2.2%1.838%
1/15/20264J Wealth Management LLC21,854$801K0.5%-2.1%0.351%
1/15/2026Brookstone Capital Management13,106$480K0.0%+21.9%0.210%
1/13/2026Kathmere Capital Management LLC83,167$3.05M0.2%-5.4%1.335%
1/12/2026Daymark Wealth Partners LLC18,140$665K0.0%+6.8%0.291%
1/9/2026Capital Asset Advisory Services LLC17,007$628K0.0%-96.2%0.273%
12/23/2025Triumph Capital Management2,037$73K0.0%N/A0.033%
11/20/2025Centaurus Financial Inc.35,916$1.28M0.1%+16.5%0.577%
11/17/2025Triumph Capital Management2,037$73K0.0%N/A0.033%
11/17/2025Susquehanna International Group LLP27,016$966K0.0%+163.5%0.434%
11/17/2025OFC 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%
11/14/2025Diligent Investors LLC42,442$1.52M0.4%-6.1%0.681%
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%
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11/12/2025Ibex Wealth Advisors7,216$258K0.0%+19.1%0.116%
11/12/2025Diversify Wealth Management LLC148,842$5.38M0.3%+2.1%2.389%
11/10/2025Curtis Advisory Group LLC23,177$828K0.2%+1.9%0.372%
11/7/2025Axxcess Wealth Management LLC452,850$16.19M0.3%-5.6%7.269%
11/7/2025Bedel Financial Consulting Inc.42,219$1.51M0.2%-1.5%0.678%
11/7/2025HighTower 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%
11/5/2025Envestnet Asset Management Inc.197,146$7.05M0.0%+4.1%3.164%
11/4/2025Heritage Wealth Management Inc.48,986$1.75M0.5%+84.2%0.786%


BUFB Institutional Ownership - Frequently Asked Questions

During the previous two years, 89 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), GWN Securities Inc. ($7.92M), Capital Wealth Management LLC ($7.67M), 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 80 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), 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 1,245,022 shares in the last 24 months. This purchase volume represents approximately $44.71M in transactions.

Of the 34 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 ($994.65K), Capital Asset Advisory Services LLC ($571.70K), 4J Wealth Management LLC ($179.60K), Seros Financial LLC ($171.95K), Encompass More Asset Management ($132.60K), Raymond James Financial Inc. ($117.97K), and Osaic Holdings Inc. ($107.53K).

Institutional investors have sold a total of 2,426,725 shares in the last 24 months. This volume of shares sold represents approximately $86.61M in transactions.


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This page (BATS:BUFB) was last updated on 7/5/2026 by MarketBeat.com Staff.
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