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Innovator Laddered Allocation Power Buffer ETF (BUFF) Institutional Ownership

$48.14 +3.25 (+7.23%)
Closing price 03:56 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator Laddered Allocation Power Buffer ETF (BATS:BUFF)

Number of
Institutional Buyers
(last 12 months)
106
Total
Institutional Inflows
(last 12 months)
$226.30M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$134.05M
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BUFF Institutional Buying and Selling by Quarter

Innovator Laddered Allocation Power Buffer ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/19/2025 Advisory Services Network LLC43,430$2.07M0.0%+8.4%0.290%
8/18/2025 Geneos Wealth Management Inc.1,058$50K0.0%+39.2%0.007%
8/15/2025 Chapman Financial Group LLC8,371$393K0.3%N/A0.056%
8/15/2025 Captrust Financial Advisors18,126$852K0.0%+16.9%0.121%
8/15/2025 Visionary Wealth Advisors89,776$4.22M0.2%-2.9%0.599%
8/15/2025 MML Investors Services LLC91,966$4.32M0.0%+2.7%0.613%
8/15/2025 Garden State Investment Advisory Services LLC104,439$4.91M1.2%-2.5%0.696%
8/15/2025 Acas LLC28,821$1.39M0.9%-1.9%0.192%
8/14/2025 Jane Street Group LLC109,591$5.15M0.0%+402.5%0.731%
8/14/2025 Raymond James Financial Inc.240,737$11.32M0.0%-3.0%1.605%
8/14/2025 Diversify Wealth Management LLC33,248$1.60M0.1%+11.9%0.222%
8/14/2025 NewEdge Advisors LLC9,091$427K0.0%-8.8%0.061%
8/14/2025 Planwiser Financial LLC45,422$2.17M1.8%-29.0%0.303%
8/13/2025 SageView Advisory Group LLC86,937$4.15M0.2%-28.2%0.580%
8/13/2025 Trek Financial LLC10,115$475K0.0%+5.6%0.067%
8/13/2025 Holos Integrated Wealth LLC308,564$14.77M8.9%+5.8%2.057%
8/13/2025 VestGen Advisors LLC8,384$399K0.0%N/A0.056%
8/12/2025 Steward Partners Investment Advisory LLC19,208$903K0.0%+2.9%0.128%
8/12/2025 CreativeOne Wealth LLC67,615$3.18M0.1%+9.0%0.451%
8/12/2025 Maripau Wealth Management LLC5,616$264K0.1%N/A0.037%
8/12/2025 Weaver Consulting Group16,718$786K0.2%+9.9%0.111%
8/11/2025 Capital Square LLC8,768$413K0.2%+14.0%0.058%
8/8/2025 Kingsview Wealth Management LLC497,538$23.38M0.4%-8.3%3.317%
8/8/2025 Collaborative Wealth Managment Inc.28,927$1.36M0.6%+8.7%0.193%
8/8/2025 Avantax Advisory Services Inc.111,783$5.25M0.0%+10.7%0.745%
8/8/2025 Cetera Investment Advisers400,966$18.85M0.0%+4.8%2.673%
8/7/2025 Sound View Wealth Advisors Group LLC30,370$1.43M0.1%-1.1%0.202%
8/6/2025 AE Wealth Management LLC2,150$101K0.0%-96.7%0.014%
8/5/2025 GPS Wealth Strategies Group LLC11,994$564K0.1%+7.4%0.080%
8/5/2025 Milestone Asset Management LLC48,599$2.28M0.5%-1.5%0.324%
8/4/2025 AlphaStar Capital Management LLC10,330$486K0.0%+24.9%0.069%
8/4/2025 IFG Advisory LLC59,285$2.79M0.1%+0.7%0.395%
8/4/2025 Atria Investments Inc19,333$909K0.0%-1.9%0.129%
8/1/2025 GGM Financials LLC504,153$23.70M4.7%+3.6%3.361%
8/1/2025 GWN Securities Inc.107,795$5.07M0.9%+11.2%0.719%
8/1/2025 Envestnet Asset Management Inc.1,048,774$49.29M0.0%-1.8%6.992%
7/30/2025 Strategic Blueprint LLC18,436$866K0.0%+45.6%0.123%
7/30/2025 Red Crane Wealth Management LLC6,020$283K0.3%-4.3%0.040%
7/30/2025 LifeWealth Investments LLC227,813$10.71M3.5%+27.7%1.519%
7/30/2025 Caliber Wealth Management LLC KS10,247$482K0.1%N/A0.068%
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7/30/2025 Brookstone Capital Management132,342$6.22M0.1%+6.0%0.882%
7/30/2025 Triton Financial Group Inc6,853$322K0.2%N/A0.046%
7/29/2025 Forvis Mazars Wealth Advisors LLC142,715$6.71M0.1%+46.2%0.951%
7/29/2025 Stratos Wealth Partners LTD.59,156$2.78M0.0%+100.2%0.394%
7/28/2025 Mutual Advisors LLC199,053$9.50M0.2%+2.3%1.327%
7/28/2025 Harbour Investments Inc.164,210$7.72M0.2%+1.1%1.095%
7/28/2025 Axxcess Wealth Management LLC33,868$1.59M0.0%+197.2%0.226%
7/25/2025 Atria Wealth Solutions Inc.53,914$2.53M0.1%-11.7%0.359%
7/25/2025 Hazlett Burt & Watson Inc.26,702$1.26M0.5%+3,503.5%0.178%
7/25/2025 Concurrent Investment Advisors LLC12,599$592K0.0%N/A0.084%
7/24/2025 IFP Advisors Inc6,788$319K0.0%+15.5%0.045%
7/24/2025 Columbia Advisory Partners LLC12,104$569K0.4%N/A0.081%
7/23/2025 Prasad Wealth Partners LLC371,690$17.47M5.1%-5.6%2.478%
7/22/2025 Comprehensive Financial Consultants Institutional Inc.36,574$1.72M0.6%-0.7%0.244%
7/22/2025 Merit Financial Group LLC71,361$3.35M0.0%+12.7%0.476%
7/22/2025 Beacon Financial Advisory LLC13,832$650K0.2%N/A0.092%
7/22/2025 Wealthcare Advisory Partners LLC40,409$1.90M0.0%+94.8%0.269%
7/21/2025 Ameritas Advisory Services LLC1,005$47K0.0%N/A0.007%
7/21/2025 DHJJ Financial Advisors Ltd.6,799$320K0.1%-7.1%0.045%
7/21/2025 Seros Financial LLC74,894$3.52M2.2%+1.4%0.499%
7/21/2025 Patriot Financial Group Insurance Agency LLC29,300$1.38M0.2%+6.4%0.195%
7/18/2025 Truist Financial Corp10,228$481K0.0%+6.7%0.068%
7/17/2025 Applied Capital LLC5,225$246K0.1%-42.1%0.035%
7/16/2025 Vestia Personal Wealth Advisors36,352$1.71M1.1%-2.9%0.242%
7/16/2025 Southern Capital Advisors LLC12,675$596K0.3%-9.9%0.085%
7/14/2025 AdvisorNet Financial Inc9,837$462K0.0%-11.2%0.066%
7/14/2025 Buska Wealth Management LLC231,838$10.90M3.0%+114.0%1.546%
7/14/2025 KFG Wealth Management LLC422,151$19.84M3.2%+3.8%2.814%
7/14/2025 Southland Equity Partners LLC52,378$2.46M0.5%-0.6%0.349%
7/10/2025 Wealth Enhancement Advisory Services LLC50,275$2.38M0.0%+5.9%0.335%
7/10/2025 Signal Advisors Wealth LLC6,742$317K0.0%N/A0.045%
7/10/2025 Focus Financial Network Inc.53,810$2.53M0.1%-10.5%0.359%
7/10/2025 Sovran Advisors LLC20,919$985K0.1%-77.5%0.139%
7/9/2025 Lineweaver Wealth Advisors LLC40,821$1.92M0.3%+6.7%0.272%
7/9/2025 Channel Wealth LLC42,954$2.02M0.6%-55.4%0.286%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.1,025$48K0.0%N/A0.007%
7/3/2025 City Center Advisors LLC18,884$888K1.0%-13.9%0.126%
5/21/2025 Geneos Wealth Management Inc.760$34K0.0%-82.8%0.006%
5/19/2025 Jane Street Group LLC21,811$962K0.0%N/A0.165%
5/19/2025 SageView Advisory Group LLC121,150$5.34M0.2%-30.0%0.914%
5/16/2025 NewEdge Advisors LLC9,966$439K0.0%+9.6%0.075%
5/15/2025 JDM Financial Group LLC40,719$1.80M0.9%+0.8%0.310%
5/14/2025 CreativeOne Wealth LLC62,044$2.74M0.1%+18.7%0.472%
5/14/2025 Kestra Advisory Services LLC45,643$2.01M0.0%+7.1%0.347%
5/14/2025 OFC Financial Planning LLC22,104$975K1.1%-1.9%0.168%
5/14/2025 Andina Capital Management LLC40,835$1.80M1.3%+2.2%0.311%
5/13/2025 Raymond James Financial Inc.248,230$10.94M0.0%-18.3%1.888%
5/13/2025 Forvis Mazars Wealth Advisors LLC97,643$4.31M0.1%-20.8%0.743%
5/13/2025 Financial Network Wealth Advisors LLC50,019$2.21M2.9%+16.8%0.380%
5/13/2025 HighTower Advisors LLC147,841$6.52M0.0%+17.2%1.124%
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5/12/2025 Townsquare Capital LLC90,501$3.99M0.0%+17.4%0.688%
5/9/2025 Atria Wealth Solutions Inc.61,033$2.69M0.0%+34.5%0.464%
5/8/2025 Harbour Investments Inc.162,476$7.16M0.2%+12.8%1.236%
5/8/2025 Sound View Wealth Advisors Group LLC30,708$1.35M0.1%-5.5%0.234%
5/8/2025 Collaborative Wealth Managment Inc.26,623$1.17M0.5%+133.1%0.202%
5/7/2025 LPL Financial LLC858,985$37.87M0.0%+39.2%6.532%
5/7/2025 Bedel Financial Consulting Inc.5,712$252K0.0%+8.8%0.043%
5/7/2025 Trilogy Capital Inc.62,230$2.74M0.1%N/A0.473%
5/6/2025 Cetera Investment Advisers382,582$16.87M0.0%+15.2%2.909%
5/6/2025 Avantax Advisory Services Inc.100,933$4.45M0.0%+16.3%0.768%
(Data available from 1/1/2016 forward)

BUFF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BUFF shares?

During the previous two years, 145 institutional investors and hedge funds held shares of Innovator Laddered Allocation Power Buffer ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($49.29M), LPL Financial LLC ($37.87M), GGM Financials LLC ($23.70M), Kingsview Wealth Management LLC ($23.38M), Foundations Investment Advisors LLC ($22.84M), KFG Wealth Management LLC ($19.84M), and Cetera Investment Advisers ($18.85M).Learn more on Innovator Laddered Allocation Power Buffer ETF's institutional investors.

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

Of the 134 institutional investors that purchased Innovator Laddered Allocation Power Buffer ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingsview Wealth Management LLC ($2.52M), Milestone Asset Management LLC ($570.78K), Foundations Investment Advisors LLC ($562.39K), GGM Financials LLC ($504.15K), LPL Financial LLC ($430.30K), Prasad Wealth Partners LLC ($373.88K), and Raymond James Financial Inc. ($303.77K).

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

Institutional investors have bought a total of 5,033,299 shares in the last 24 months. This purchase volume represents approximately $226.30M in transactions.

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

Of the 53 institutional investors that sold Innovator Laddered Allocation Power Buffer ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Kingsview Wealth Management LLC ($2.11M), SageView Advisory Group LLC ($224.08K), Sovran Advisors LLC ($102.25K), AE Wealth Management LLC ($63.85K), Raymond James Financial Inc. ($63.03K), Janney Montgomery Scott LLC ($61.03K), and Channel Wealth LLC ($53.30K).

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

Institutional investors have sold a total of 3,010,674 shares in the last 24 months. This volume of shares sold represents approximately $134.05M in transactions.



This page (BATS:BUFF) was last updated on 8/22/2025 by MarketBeat.com Staff
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