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Innovator Laddered Allocation Power Buffer ETF (BUFF) Institutional Ownership

Innovator Laddered Allocation Power Buffer ETF logo
$53.80 -0.01 (-0.02%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
90
Total
Institutional Inflows
(last 12 months)
$171.31M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$77.43M
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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
8/13/2026 Capital Square LLC4,852$257K0.1%N/A0.032%
7/10/2026 Buska Wealth Management LLC196,837$10.37M3.7%+3.1%1.312%
7/10/2026 Wealthcare Advisory Partners LLC50,738$2.67M0.1%-3.8%0.338%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.511$27K0.0%N/A0.003%
7/7/2026 Integral Investment Advisors Inc.9,695$511K0.1%-2.0%0.065%
7/7/2026 Dynamic Advisor Solutions LLC7,440$392K0.0%+12.0%0.050%
7/7/2026 Wisconsin Wealth Advisors LLC28,244$1.49M1.3%+2.4%0.188%
7/7/2026 CoreCap Advisors LLC22,384$1.18M0.0%+5.2%0.149%
7/7/2026 City Center Advisors LLC36,992$1.95M1.6%+16.3%0.247%
6/23/2026 MTM Financial Group LLC239,994$11.86M5.6%+1.6%1.600%
6/18/2026Western Wealth Management LLC18,403$909K0.0%+19.4%0.123%
6/3/2026 NewEdge Advisors LLC9,832$486K0.0%+19.3%0.066%
5/28/2026 Maripau Wealth Management LLC16,874$834K0.4%+13.7%0.112%
5/21/2026JDM Financial Group LLC40,367$2.00M0.4%-1.2%0.269%
5/19/2026Western Wealth Management LLC18,403$909K0.0%+19.4%0.123%
5/19/2026 NewEdge Advisors LLC9,832$486K0.0%+19.3%0.066%
5/18/2026 Core Wealth Advisors Inc.105,347$5.21M1.2%+27.6%0.702%
5/16/2026Glen Eagle Advisors LLC53,367$2.64M0.4%-3.1%0.356%
5/15/2026 Gateway Wealth Partners LLC5,384$266K0.0%N/A0.036%
5/13/2026 Cetera Investment Advisers631,312$31.19M0.0%+3.0%4.209%
5/6/2026 Independent Financial Group LLC9,161$453K0.0%N/A0.061%
5/5/2026 Seros Financial LLC91,681$4.53M2.9%+15.9%0.611%
5/5/2026 Collaborative Wealth Managment Inc.376,767$18.62M8.5%+1,260.6%2.512%
5/2/2026 Diversify Wealth Management LLC31,298$1.61M0.0%-3.2%0.209%
5/1/2026 Sovran Advisors LLC12,797$662K0.1%-2.7%0.085%
4/30/2026 Kestra Advisory Services LLC159,258$7.87M0.0%+12.5%1.062%
4/30/2026 Money Concepts Capital Corp8,416$416K0.0%N/A0.056%
4/28/2026 Integral Investment Advisors Inc.9,890$489K0.1%-15.0%0.066%
4/28/2026 Beacon Financial Advisory LLC16,937$837K0.2%+3.8%0.113%
4/27/2026World Investment Advisors152,047$7.51M0.1%+0.9%1.014%
4/27/2026 Prasad Wealth Partners LLC398,244$19.68M5.4%+1.4%2.655%
4/24/2026 Columbia Advisory Partners LLC74,954$3.70M2.4%+35.8%0.500%
4/23/2026 Caliber Wealth Management LLC KS114,349$5.65M0.6%+1,029.6%0.762%
4/22/2026 Patriot Financial Group Insurance Agency LLC65,720$3.25M0.2%+105.3%0.438%
4/22/2026 Janney Montgomery Scott LLC353,218$17.45M0.0%+3.9%2.355%
4/22/2026 Nicholson Meyer Capital Management Inc.15,719$777K0.6%+5.4%0.105%
4/22/2026 Onyx Bridge Wealth Group LLC7,275$359K0.0%-23.4%0.049%
4/21/2026 LifeWealth Investments LLC336,877$16.65M5.0%+26.2%2.246%
4/21/2026 KFG Wealth Management LLC138,267$6.83M0.9%+0.8%0.922%
4/20/2026 Blue Trust Inc.54,031$2.67M0.0%-25.9%0.360%
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4/17/2026 Andina Capital Management LLC42,023$2.08M1.8%-22.4%0.280%
4/17/2026 Signal Advisors Wealth LLC18,904$934K0.1%+12.6%0.126%
4/17/2026 AdvisorNet Financial Inc15,288$755K0.0%+57.6%0.102%
4/17/2026 Brookstone Capital Management27,078$1.34M0.0%+1.5%0.181%
4/16/2026 Founders Financial Securities LLC10,903$551K0.0%-2.9%0.073%
3/13/2026World Investment Advisors150,628$7.51M0.1%+3,253.3%1.004%
2/19/2026 Axxcess Wealth Management LLC45,192$2.25M0.0%+20.8%0.301%
2/18/2026 Mercer Global Advisors Inc. ADV794,629$39.62M0.1%-13.2%5.298%
2/18/2026 Onyx Bridge Wealth Group LLC9,496$473K0.1%-2.6%0.063%
2/18/2026Beacon Pointe Advisors LLC22,926$1.14M0.0%+75.0%0.153%
2/18/2026 NewEdge Advisors LLC8,241$411K0.0%-2.9%0.055%
2/18/2026 VestGen Advisors LLC4,422$220K0.0%-47.8%0.029%
2/18/2026OLD Mission Capital LLC44,096$2.20M0.1%N/A0.294%
2/17/2026 Cetera Investment Advisers612,919$30.56M0.0%+9.0%4.086%
2/17/2026Osaic Holdings Inc.539,562$26.90M0.0%+4.3%3.597%
2/17/2026 Advisory Services Network LLC48,577$2.42M0.0%+2.6%0.324%
2/17/2026 Captrust Financial Advisors19,333$964K0.0%+5.4%0.129%
2/17/2026 Rothschild Wealth LLC4,913$245K0.0%N/A0.033%
2/17/2026 Beacon Financial Advisory LLC16,311$813K0.2%+3.3%0.109%
2/17/2026 Bluedoor Private Wealth LLC13,905$693K0.3%N/A0.093%
2/16/2026 MML Investors Services LLC107,610$5.37M0.0%+22.2%0.717%
2/16/2026 Financial Network Wealth Advisors LLC39,636$1.98M2.1%-1.9%0.264%
2/16/2026Glen Eagle Advisors LLC55,087$2.75M0.4%-4.6%0.367%
2/13/2026 CreativeOne Wealth LLC72,623$3.62M0.1%-1.2%0.484%
2/13/2026 Kestra Advisory Services LLC141,542$7.06M0.0%+6.9%0.944%
2/13/2026 Visionary Wealth Advisors86,669$4.32M0.2%-7.8%0.578%
2/12/2026Jane Street Group LLC10,012$499K0.0%-77.1%0.067%
2/12/2026Orion Porfolio Solutions LLC12,290$613K0.0%+64.1%0.082%
2/12/2026 TopTier Wealth Management LLC20,288$1.01M0.7%N/A0.135%
2/12/2026 Commonwealth Equity Services LLC212,090$10.58M0.0%-21.6%1.414%
2/12/2026 Steward Partners Investment Advisory LLC19,183$956K0.0%-1.0%0.128%
2/12/2026 Andina Capital Management LLC54,168$2.70M1.6%+7.8%0.361%
2/12/2026 Principal Securities Inc.26,212$1.31M0.0%+33.9%0.175%
2/11/2026 Janney Montgomery Scott LLC340,082$16.96M0.0%+4.8%2.267%
2/11/2026 GWN Securities Inc.126,240$6.29M1.3%+14.4%0.842%
2/11/2026 LPL Financial LLC1,307,748$65.20M0.0%-24.0%8.718%
2/10/2026COFG Advisors LLC5,949$297K0.1%N/A0.040%
2/10/2026 Rothschild Wealth LLC4,913$245K0.0%N/A0.033%
2/10/2026 Hazlett Burt & Watson Inc.27,365$1.36M0.4%+4.1%0.182%
2/10/2026 Founders Financial Securities LLC11,229$560K0.0%+11.6%0.075%
2/10/2026 Weaver Consulting Group20,699$1.03M0.3%+13.9%0.138%
2/9/2026Kingsview Wealth Management LLC514,676$25.66M0.4%+2.3%3.431%
2/9/2026 Collaborative Wealth Managment Inc.27,691$1.38M0.5%-2.1%0.185%
2/9/2026 Harbour Investments Inc.126,207$6.29M0.1%-11.2%0.841%
2/9/2026 Prospera Financial Services Inc16,607$828K0.0%N/A0.111%
2/6/2026 Axxcess Wealth Management LLC45,192$2.25M0.0%+20.8%0.301%
2/6/2026 IFP Advisors Inc5,871$293K0.0%-9.1%0.039%
2/6/2026 Seros Financial LLC79,137$3.95M2.3%+4.2%0.528%
2/6/2026 Integral Investment Advisors Inc.11,629$580K0.1%+20.8%0.078%
2/6/2026 HighTower Advisors LLC180,414$9.00M0.0%+2.4%1.203%
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2/5/2026 Soltis Investment Advisors LLC36,480$1.82M0.1%-0.9%0.243%
2/5/2026Western Wealth Management LLC15,417$769K0.0%N/A0.103%
2/5/2026 Allworth Financial LP3,054$152K0.0%+1,340.6%0.020%
2/4/2026World Investment Advisors150,628$7.51M0.1%+3,253.3%1.004%
2/4/2026 GGM Financials LLC524,690$26.16M12.7%+2.2%3.498%
2/4/2026 OFC Financial Planning LLC23,394$1.17M1.1%+6.2%0.156%
2/3/2026Triton Financial Group Inc6,479$323K0.2%-3.9%0.043%
2/3/2026 Channel Wealth LLC6,000$299K0.1%-19.4%0.040%
2/3/2026 Diversify Wealth Management LLC32,337$1.63M0.1%+0.8%0.216%
2/2/2026JDM Financial Group LLC40,867$2.04M0.4%-2.9%0.272%


BUFF Institutional Ownership - Frequently Asked Questions

During the previous two years, 158 institutional investors and hedge funds held shares of Innovator Laddered Allocation Power Buffer ETF. The most heavily invested institutionals were LPL Financial LLC ($65.20M), Envestnet Asset Management Inc. ($63.05M), Mercer Global Advisors Inc. ADV ($39.62M), Cetera Investment Advisers ($31.19M), Osaic Holdings Inc. ($26.90M), GGM Financials LLC ($26.16M), and Kingsview Wealth Management LLC ($25.66M).Learn more on Innovator Laddered Allocation Power Buffer ETF's institutional investors.

Of the 143 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 ($1.10M), Mercer Global Advisors Inc. ADV ($915.72K), GGM Financials LLC ($524.69K), LPL Financial LLC ($430.30K), Prasad Wealth Partners LLC ($400.43K), Collaborative Wealth Managment Inc. ($378.00K), and Holos Integrated Wealth LLC ($341.31K).

Institutional investors have bought a total of 3,472,571 shares in the last 24 months. This purchase volume represents approximately $171.31M in transactions.

Of the 56 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: LPL Financial LLC ($413.63K), KFG Wealth Management LLC ($324.70K), Mercer Global Advisors Inc. ADV ($121.09K), Brookstone Capital Management ($105.67K), Osaic Holdings Inc. ($79.40K), Raymond James Financial Inc. ($77.43K), and Commonwealth Equity Services LLC ($58.39K).

Institutional investors have sold a total of 1,564,186 shares in the last 24 months. This volume of shares sold represents approximately $77.43M in transactions.



Institutional ownership data for BATS:BUFF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/13/2026. New 13F filings are added each quarter as they're published.
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