Innovator Laddered Allocation Buffer ETF (BUFB) Institutional Ownership

$29.06
+0.21 (+0.73%)
(As of 04/23/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$30.27M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$1.56M
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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
4/23/2024Global Retirement Partners LLC1,200$35K0.0%N/A0.033%
4/23/20244J Wealth Management LLC116,670$3.43M3.0%N/A3.196%
4/19/2024Capital Wealth Management LLC68,797$2.02M1.0%-3.8%1.885%
4/19/2024KFG Wealth Management LLC23,310$685K0.3%+17.3%0.639%
4/16/2024Kathmere Capital Management LLC92,123$2.71M0.3%-9.1%5.205%
3/6/2024SageView Advisory Group LLC114,544$3.18M0.1%N/A6.471%
2/26/2024Centaurus Financial Inc.22,940$637K0.0%+3.6%1.296%
2/14/2024Visionary Wealth Advisors103,013$2.86M0.2%-6.9%5.820%
2/9/2024Advisory Services Network LLC11,155$310K0.0%N/A0.630%
2/9/2024SageView Advisory Group LLC114,544$3.18M0.1%N/A6.471%
2/8/2024Bedel Financial Consulting Inc.43,384$1.20M0.2%+78.8%2.451%
2/7/2024Principal Securities Inc.14,912$414K0.0%N/A0.842%
2/2/2024Delta Investment Management LLC26,339$731K0.2%N/A1.488%
2/2/2024Truist Financial Corp115,477$3.21M0.0%N/A6.524%
1/31/2024KFG Wealth Management LLC19,880$552K0.3%-5.4%1.123%
1/31/2024Continuum Wealth Advisors LLC16,862$468K0.3%+39.3%0.953%
1/25/2024 RFG Advisory LLC10,289$286K0.0%-13.4%0.581%
1/25/2024Capital Wealth Management LLC71,490$1.98M1.0%-6.8%4.039%
1/19/2024 AdvisorNet Financial Inc1,300$36K0.0%-25.7%0.073%
1/18/2024Syntegra Private Wealth Group LLC45,237$1.26M0.2%+41.3%2.556%
1/16/2024D.B. Root & Company LLC13,440$373K0.1%+9.8%0.759%
1/11/2024Diligent Investors LLC25,365$704K0.2%N/A1.433%
11/13/2023Visionary Wealth Advisors110,681$2.82M0.2%-0.7%6.253%
11/13/2023Envestnet Asset Management Inc.261,434$6.66M0.0%N/A14.770%
11/8/2023HighTower Advisors LLC105,847$2.70M0.0%N/A5.980%
11/4/2023D.B. Root & Company LLC12,238$312K0.1%+4.6%0.691%
11/2/2023Capital Investment Advisory Services LLC6,564$167K0.0%N/A0.371%
11/2/2023Hazlett Burt & Watson Inc.3,360$86K0.1%+14.5%0.190%
10/24/2023Cambridge Investment Research Advisors Inc.18,616$475K0.0%+12.9%1.052%
10/18/2023Syntegra Private Wealth Group LLC32,011$816K0.1%+4.2%1.809%
10/17/2023KFG Wealth Management LLC21,018$536K0.3%N/A1.187%
10/11/2023Kathmere Capital Management LLC109,932$2.80M0.4%-7.0%6.211%
8/11/2023Visionary Wealth Advisors111,449$2.91M0.2%+26.2%6.297%
8/10/2023Financial Architects Inc65,029$1.70M0.3%+26.2%3.674%
8/9/2023Coastal Investment Advisors Inc.10,183$266K0.1%+6.5%0.575%
8/3/2023Capital Wealth Management LLC76,799$2.01M1.1%+3.8%5.296%
7/28/2023Syntegra Private Wealth Group LLC30,713$803K0.1%+51.2%2.118%
7/27/2023Continuum Wealth Advisors LLC12,211$319K0.2%-3.0%0.842%
7/18/2023D.B. Root & Company LLC11,703$306K0.1%N/A0.807%
7/14/2023 AdvisorNet Financial Inc1,650$43K0.0%+725.0%0.114%
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7/13/2023Cambridge Investment Research Advisors Inc.16,485$431K0.0%-11.0%1.137%
7/11/2023Kathmere Capital Management LLC118,251$3.09M0.5%-11.9%8.155%
5/16/2023Syntegra Private Wealth Group LLC20,308$496K0.1%N/A1.401%
5/12/2023Financial Architects Inc51,545$1.26M0.2%+16.2%3.483%
5/8/2023Capital Wealth Management LLC73,993$1.81M1.0%+137.2%5.000%
5/8/2023Sigma Planning Corp8,598$210K0.0%-21.1%0.581%
5/5/2023Coastal Investment Advisors Inc.9,560$234K0.1%N/A0.646%
5/2/2023Bedel Financial Consulting Inc.13,578$332K0.1%+22.1%0.917%
4/27/2023Hazlett Burt & Watson Inc.2,935$71K0.1%+235.4%0.198%
4/21/2023Acas LLC18,824$460K0.7%+7.0%1.272%
4/20/2023Kathmere Capital Management LLC134,150$3.28M0.5%-26.0%9.064%
3/6/2023OLD Mission Capital LLC2,702$62K0.0%-93.3%0.183%
3/1/2023Continuum Wealth Advisors LLC38,618$890K0.9%N/A0.000%
2/8/2023Cambridge Investment Research Advisors Inc.47,674$1.10M0.0%N/A0.000%
2/7/2023Bedel Financial Consulting Inc.11,117$256K0.1%+4.1%0.000%
2/7/2023Financial Architects Inc44,364$1.02M0.2%+48.8%0.000%
2/3/2023Tradition Wealth Management LLC2,794$66K0.0%-28.2%0.000%
2/2/2023Capital Wealth Management LLC31,189$718K0.5%N/A0.000%
1/26/2023Acas LLC17,589$405K0.6%N/A0.000%
1/24/2023Kathmere Capital Management LLC181,318$4.18M0.7%N/A0.000%
(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, 30 institutional investors and hedge funds held shares of Innovator Laddered Allocation Buffer ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($6.66M), 4J Wealth Management LLC ($3.43M), Truist Financial Corp ($3.21M), SageView Advisory Group LLC ($3.18M), Visionary Wealth Advisors ($2.86M), Kathmere Capital Management LLC ($2.71M), and HighTower Advisors LLC ($2.70M).Learn more on BUFB's institutional investors.

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

Of the 26 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: Envestnet Asset Management Inc. ($261.43K), SageView Advisory Group LLC ($229.09K), Kathmere Capital Management LLC ($181.32K), 4J Wealth Management LLC ($116.67K), Truist Financial Corp ($115.48K), HighTower Advisors LLC ($105.85K), and Capital Wealth Management LLC ($76.80K).

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

Institutional investors have bought a total of 1,462,586 shares in the last 24 months. This purchase volume represents approximately $37.93M in transactions.

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

Of the 11 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: Kathmere Capital Management LLC ($80.58K), OLD Mission Capital LLC ($37.38K), Visionary Wealth Advisors ($8.44K), Capital Wealth Management LLC ($7.91K), Sigma Planning Corp ($2.30K), Cambridge Investment Research Advisors Inc. ($2.04K), and RFG Advisory LLC ($1.60K).

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

Institutional investors have sold a total of 143,310 shares in the last 24 months. This volume of shares sold represents approximately $3.60M in transactions.


This page (BATS:BUFB) was last updated on 4/24/2024 by MarketBeat.com Staff

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