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Innovator Laddered Allocation Power Buffer ETF (BUFF) Institutional Ownership

$52.63 0.00 (0.00%)
As of 07/2/2026 04:10 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)
102
Total
Institutional Inflows
(last 12 months)
$199.69M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$94.21M
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BUFF Institutional Buying and Selling by Quarter

Innovator Laddered Allocation Power 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 LLC239,994$11.86M5.6%+1.6%1.600%
6/18/2026Western Wealth Management LLC18,403$909K0.0%+19.4%0.123%
6/3/2026NewEdge Advisors LLC9,832$486K0.0%+19.3%0.066%
5/28/2026Maripau 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%
5/19/2026NewEdge Advisors LLC9,832$486K0.0%+19.3%0.066%
5/18/2026Core 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%
5/15/2026Gateway Wealth Partners LLC5,384$266K0.0%N/A0.036%
5/13/2026Cetera Investment Advisers631,312$31.19M0.0%+3.0%4.209%
5/6/2026Independent Financial Group LLC9,161$453K0.0%N/A0.061%
5/5/2026Seros Financial LLC91,681$4.53M2.9%+15.9%0.611%
5/5/2026Collaborative Wealth Managment Inc.376,767$18.62M8.5%+1,260.6%2.512%
5/2/2026Diversify Wealth Management LLC31,298$1.61M0.0%-3.2%0.209%
5/1/2026Sovran Advisors LLC12,797$662K0.1%-2.7%0.085%
4/30/2026Kestra Advisory Services LLC159,258$7.87M0.0%+12.5%1.062%
4/30/2026Money Concepts Capital Corp8,416$416K0.0%N/A0.056%
4/28/2026Integral Investment Advisors Inc.9,890$489K0.1%-15.0%0.066%
4/28/2026Beacon Financial Advisory LLC16,937$837K0.2%+3.8%0.113%
4/27/2026World Investment Advisors152,047$7.51M0.1%+0.9%1.014%
4/27/2026Prasad Wealth Partners LLC398,244$19.68M5.4%+1.4%2.655%
4/24/2026Columbia Advisory Partners LLC74,954$3.70M2.4%+35.8%0.500%
4/23/2026Caliber Wealth Management LLC KS114,349$5.65M0.6%+1,029.6%0.762%
4/22/2026Patriot Financial Group Insurance Agency LLC65,720$3.25M0.2%+105.3%0.438%
4/22/2026Janney Montgomery Scott LLC353,218$17.45M0.0%+3.9%2.355%
4/22/2026Nicholson Meyer Capital Management Inc.15,719$777K0.6%+5.4%0.105%
4/22/2026Onyx Bridge Wealth Group LLC7,275$359K0.0%-23.4%0.049%
4/21/2026LifeWealth Investments LLC336,877$16.65M5.0%+26.2%2.246%
4/21/2026KFG Wealth Management LLC138,267$6.83M0.9%+0.8%0.922%
4/20/2026Blue Trust Inc.54,031$2.67M0.0%-25.9%0.360%
4/17/2026Andina Capital Management LLC42,023$2.08M1.8%-22.4%0.280%
4/17/2026Signal Advisors Wealth LLC18,904$934K0.1%+12.6%0.126%
4/17/2026AdvisorNet Financial Inc15,288$755K0.0%+57.6%0.102%
4/17/2026Brookstone Capital Management27,078$1.34M0.0%+1.5%0.181%
4/16/2026Founders Financial Securities LLC10,903$551K0.0%-2.9%0.073%
3/13/2026World Investment Advisors150,628$7.51M0.1%+3,253.3%1.004%
2/19/2026Axxcess Wealth Management LLC45,192$2.25M0.0%+20.8%0.301%
2/18/2026Mercer Global Advisors Inc. ADV794,629$39.62M0.1%-13.2%5.298%
2/18/2026Onyx Bridge Wealth Group LLC9,496$473K0.1%-2.6%0.063%
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2/18/2026Beacon Pointe Advisors LLC22,926$1.14M0.0%+75.0%0.153%
2/18/2026NewEdge Advisors LLC8,241$411K0.0%-2.9%0.055%
2/18/2026VestGen Advisors LLC4,422$220K0.0%-47.8%0.029%
2/18/2026OLD Mission Capital LLC44,096$2.20M0.1%N/A0.294%
2/17/2026Cetera Investment Advisers612,919$30.56M0.0%+9.0%4.086%
2/17/2026Osaic Holdings Inc.539,562$26.90M0.0%+4.3%3.597%
2/17/2026Advisory Services Network LLC48,577$2.42M0.0%+2.6%0.324%
2/17/2026Captrust Financial Advisors19,333$964K0.0%+5.4%0.129%
2/17/2026Rothschild Wealth LLC4,913$245K0.0%N/A0.033%
2/17/2026Beacon Financial Advisory LLC16,311$813K0.2%+3.3%0.109%
2/17/2026Bluedoor Private Wealth LLC13,905$693K0.3%N/A0.093%
2/16/2026MML Investors Services LLC107,610$5.37M0.0%+22.2%0.717%
2/16/2026Financial 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%
2/13/2026CreativeOne Wealth LLC72,623$3.62M0.1%-1.2%0.484%
2/13/2026Kestra Advisory Services LLC141,542$7.06M0.0%+6.9%0.944%
2/13/2026Visionary 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%
2/12/2026TopTier Wealth Management LLC20,288$1.01M0.7%N/A0.135%
2/12/2026Commonwealth Equity Services LLC212,090$10.58M0.0%-21.6%1.414%
2/12/2026Steward Partners Investment Advisory LLC19,183$956K0.0%-1.0%0.128%
2/12/2026Andina Capital Management LLC54,168$2.70M1.6%+7.8%0.361%
2/12/2026Principal Securities Inc.26,212$1.31M0.0%+33.9%0.175%
2/11/2026Janney Montgomery Scott LLC340,082$16.96M0.0%+4.8%2.267%
2/11/2026GWN Securities Inc.126,240$6.29M1.3%+14.4%0.842%
2/11/2026LPL Financial LLC1,307,748$65.20M0.0%-24.0%8.718%
2/10/2026COFG Advisors LLC5,949$297K0.1%N/A0.040%
2/10/2026Rothschild Wealth LLC4,913$245K0.0%N/A0.033%
2/10/2026Hazlett Burt & Watson Inc.27,365$1.36M0.4%+4.1%0.182%
2/10/2026Founders Financial Securities LLC11,229$560K0.0%+11.6%0.075%
2/10/2026Weaver Consulting Group20,699$1.03M0.3%+13.9%0.138%
2/9/2026Kingsview Wealth Management LLC514,676$25.66M0.4%+2.3%3.431%
2/9/2026Collaborative Wealth Managment Inc.27,691$1.38M0.5%-2.1%0.185%
2/9/2026Harbour Investments Inc.126,207$6.29M0.1%-11.2%0.841%
2/9/2026Prospera Financial Services Inc16,607$828K0.0%N/A0.111%
2/6/2026Axxcess Wealth Management LLC45,192$2.25M0.0%+20.8%0.301%
2/6/2026IFP Advisors Inc5,871$293K0.0%-9.1%0.039%
2/6/2026Seros Financial LLC79,137$3.95M2.3%+4.2%0.528%
2/6/2026Integral Investment Advisors Inc.11,629$580K0.1%+20.8%0.078%
2/6/2026HighTower Advisors LLC180,414$9.00M0.0%+2.4%1.203%
2/5/2026Soltis Investment Advisors LLC36,480$1.82M0.1%-0.9%0.243%
2/5/2026Western Wealth Management LLC15,417$769K0.0%N/A0.103%
2/5/2026Allworth Financial LP3,054$152K0.0%+1,340.6%0.020%
2/4/2026World Investment Advisors150,628$7.51M0.1%+3,253.3%1.004%
2/4/2026GGM Financials LLC524,690$26.16M12.7%+2.2%3.498%
2/4/2026OFC Financial Planning LLC23,394$1.17M1.1%+6.2%0.156%
2/3/2026Triton Financial Group Inc6,479$323K0.2%-3.9%0.043%
2/3/2026Channel Wealth LLC6,000$299K0.1%-19.4%0.040%
2/3/2026Diversify Wealth Management LLC32,337$1.63M0.1%+0.8%0.216%
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2/2/2026JDM Financial Group LLC40,867$2.04M0.4%-2.9%0.272%
2/2/2026Truist Financial Corp16,311$813K0.0%+47.8%0.109%
2/2/2026Chapman Financial Group LLC11,521$574K0.4%+34.4%0.077%
2/2/2026Mutual Advisors LLC217,378$10.84M0.2%+0.8%1.449%
1/29/2026Comprehensive Financial Consultants Institutional Inc.40,516$2.02M0.6%+3.2%0.270%
1/29/2026Concurrent Investment Advisors LLC64,721$3.23M0.0%+97.1%0.431%
1/28/2026Nicholson Meyer Capital Management Inc.14,918$744K0.6%+61.6%0.099%
1/28/2026Milestone Asset Management LLC45,319$2.26M0.4%-2.7%0.302%
1/28/2026Caliber Wealth Management LLC KS10,123$505K0.1%+18.8%0.067%
1/27/2026Prasad Wealth Partners LLC392,553$19.57M5.2%+2.1%2.617%


BUFF Institutional Ownership - Frequently Asked Questions

During the previous two years, 159 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 145 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 Envestnet Asset Management Inc. ($352.55K).

Institutional investors have bought a total of 4,080,549 shares in the last 24 months. This purchase volume represents approximately $199.69M in transactions.

Of the 63 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), SageView Advisory Group LLC ($91.92K), Channel Wealth LLC ($90.25K), and Raymond James Financial Inc. ($84.92K).

Institutional investors have sold a total of 1,922,473 shares in the last 24 months. This volume of shares sold represents approximately $94.21M in transactions.


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