Free Trial

Innovator Laddered Allocation Buffer ETF (BUFB) Institutional Ownership

$31.28 -1.74 (-5.25%)
Closing price 03/28/2025 03:55 PM Eastern
Extended Trading
$31.28 0.00 (0.00%)
As of 03/28/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$49.39M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$9.55M
Get BUFB Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator Laddered Allocation Buffer ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

BUFB Institutional Buying and Selling by Quarter

Remove Ads

Innovator Laddered Allocation Buffer ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/12/2025 Centaurus Financial Inc.22,429$724K0.0%-1.4%0.340%
2/26/2025 Advisor Resource Council6,704$217K0.2%N/A0.182%
2/17/2025 Visionary Wealth Advisors85,850$2.77M0.2%+1.8%2.333%
2/17/2025 Diligent Investors LLC47,338$1.53M0.4%+6.7%1.286%
2/17/2025 Cetera Investment Advisers103,381$3.34M0.0%+11.8%2.809%
2/17/2025 Citadel Advisors LLC9,641$311K0.0%-3.9%0.262%
2/17/2025 Chapman Financial Group LLC6,580$213K0.2%N/A0.179%
2/14/2025 Bellwether Advisors LLC3,396$110K0.0%N/A0.092%
2/13/2025 CreativeOne Wealth LLC7,018$227K0.0%N/A0.191%
2/13/2025 NFP Retirement Inc.71,490$2.31M0.2%+5.2%1.943%
2/13/2025 Raymond James Financial Inc.13,519$437K0.0%N/A0.367%
2/13/2025 Envestnet Asset Management Inc.154,214$4.98M0.0%-18.4%4.191%
2/12/2025 World Investment Advisors73,640$2.38M0.1%+3.3%2.001%
2/11/2025 LPL Financial LLC237,040$7.66M0.0%+97.7%6.441%
2/10/2025 Axxcess Wealth Management LLC467,850$15.11M0.4%+14.7%12.713%
2/10/2025 GWN Securities Inc.60,213$1.95M0.5%N/A1.636%
2/7/2025 HighTower Advisors LLC188,974$6.10M0.0%+4.3%5.135%
2/6/2025 Raymond James Financial Inc.13,519$437K0.0%N/A0.367%
2/6/2025 Steward Partners Investment Advisory LLC85,879$2.77M0.0%+3.1%2.334%
2/6/2025 Bedel Financial Consulting Inc.47,670$1.57M0.2%+17.3%1.295%
2/5/2025 MKD Wealth Coaches LLC15,740$508K0.5%N/A0.428%
2/4/2025 Continuum Wealth Advisors LLC22,121$715K0.4%-4.7%0.601%
2/3/2025 Private Advisor Group LLC16,369$529K0.0%+5.9%0.445%
1/31/2025 Truist Financial Corp17,681$571K0.0%-77.8%0.480%
1/30/2025 Principal Securities Inc.43,034$1.39M0.0%+33.2%1.169%
1/28/2025 Kingsview Wealth Management LLC6,565$212K0.0%N/A0.178%
1/27/2025 Syntegra Private Wealth Group LLC65,327$2.11M0.2%+10.4%1.775%
1/24/2025 OFC Financial Planning LLC31,620$1.02M1.1%N/A0.859%
1/24/2025 4J Wealth Management LLC139,263$4.50M3.6%+6.4%3.784%
1/22/2025 Capital Asset Advisory Services LLC479,977$15.61M0.8%+15.6%13.043%
1/21/2025 KFG Wealth Management LLC106,652$3.45M0.6%+172.6%2.898%
1/21/2025 Atlas Private Wealth Advisors7,040$227K0.0%N/A0.191%
1/21/2025 Encompass More Asset Management149,947$4.84M1.6%+13.1%4.075%
1/21/2025 RFG Advisory LLC21,432$692K0.0%-6.0%0.582%
1/17/2025 Independent Wealth Network Inc.19,448$628K0.3%+1.9%0.528%
1/16/2025 Capital Wealth Management LLC86,428$2.79M1.2%+1.6%2.349%
1/16/2025 Diversify Wealth Management LLC145,710$4.69M0.4%+0.9%3.960%
1/14/2025 Kathmere Capital Management LLC90,386$2.92M0.3%+2.7%2.456%
11/25/2024 World Investment Advisors LLC71,277$2.25M0.1%-2.6%1.937%
11/15/2024 MML Investors Services LLC18,581$587K0.0%+10.4%0.505%
Now I look stupid. Real stupid... (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

11/15/2024 SageView Advisory Group LLC13,370$422K0.0%-23.2%0.363%
11/15/2024 HighTower Advisors LLC181,199$5.72M0.0%+8.6%4.924%
11/14/2024 Encompass More Asset Management132,600$4.19M1.6%N/A3.603%
11/4/2024 Axxcess Wealth Management LLC407,973$12.88M0.3%+1,998.3%11.086%
10/25/2024 Diversify Wealth Management LLC144,412$4.59M0.4%+1,818.6%3.924%
10/22/2024 Syntegra Private Wealth Group LLC59,184$1.87M0.2%+8.6%1.608%
10/19/2024 Capital Wealth Management LLC85,087$2.69M1.2%+7.3%2.312%
10/18/2024 Continuum Wealth Advisors LLC23,214$733K0.4%+25.0%0.631%
8/22/2024 Cetera Investment Advisers61,847$1.89M0.0%+41.7%1.681%
8/21/2024 Truist Financial Corp73,888$2.26M0.0%-38.8%2.008%
8/15/2024 Delta Investment Management LLC22,345$682K0.2%-58.8%0.607%
8/13/2024 Thrivent Financial for Lutherans165,725$5.06M0.0%+0.5%4.503%
8/10/2024 Axxcess Wealth Management LLC19,443$593K0.0%N/A0.528%
8/8/2024 Envestnet Asset Management Inc.178,264$5.44M0.0%-19.1%4.844%
8/8/2024 CoreCap Advisors LLC11,615$355K0.0%N/A0.316%
8/8/2024 Hazlett Burt & Watson Inc.1,300$40K0.0%-61.3%0.035%
7/31/2024 Commonwealth Equity Services LLC11,573$353K0.0%+16.4%0.314%
7/26/2024 Cambridge Investment Research Advisors Inc.34,522$1.05M0.0%+92.5%0.938%
7/23/2024 Concourse Financial Group Securities Inc.2,932$89K0.0%+23.3%0.080%
7/18/2024 4J Wealth Management LLC122,828$3.75M3.1%+5.3%3.338%
7/17/2024 Capital Wealth Management LLC79,313$2.42M1.1%+15.3%2.155%
7/15/2024 Diligent Investors LLC43,250$1.32M0.3%+11.8%1.175%
7/15/2024 D.B. Root & Company LLC7,976$243K0.1%-41.1%0.217%
7/15/2024 RFG Advisory LLC18,882$576K0.0%+86.1%0.513%
7/1/2024 Kathmere Capital Management LLC101,317$2.81M0.4%+10.0%2.753%
5/24/2024Cetera Advisors LLC28,251$830K0.0%N/A0.768%
5/20/2024 Independent Wealth Network Inc.18,649$548K0.3%N/A0.507%
5/20/2024 Continuum Wealth Advisors LLC18,268$537K0.3%+8.3%0.496%
5/9/2024 Delta Investment Management LLC54,212$1.59M0.4%+105.8%1.473%
5/9/2024 SageView Advisory Group LLC61,135$1.73M0.1%-46.6%1.661%
5/7/2024 Bedel Financial Consulting Inc.33,491$984K0.2%-22.8%0.910%
5/1/2024 Concourse Financial Group Securities Inc.2,377$70K0.0%N/A0.065%
4/29/2024Benjamin F. Edwards & Company Inc.1,046$31K0.0%N/A0.029%
4/25/2024 Capital Investment Advisory Services LLC6,980$205K0.0%+8.3%0.191%
4/23/2024 Global Retirement Partners LLC1,200$35K0.0%N/A0.033%
4/23/2024 4J Wealth Management LLC116,670$3.43M3.0%N/A3.196%
4/19/2024 Capital Wealth Management LLC68,797$2.02M1.0%-3.8%1.885%
4/19/2024 KFG Wealth Management LLC23,310$685K0.3%+17.3%0.639%
4/16/2024 Kathmere Capital Management LLC92,123$2.71M0.3%-9.1%5.205%
3/6/2024 SageView Advisory Group LLC114,544$3.18M0.1%N/A6.471%
2/26/2024 Centaurus Financial Inc.22,940$637K0.0%+3.6%1.296%
2/14/2024 Visionary Wealth Advisors103,013$2.86M0.2%-6.9%5.820%
2/9/2024 Advisory Services Network LLC11,155$310K0.0%N/A0.630%
2/9/2024 SageView Advisory Group LLC114,544$3.18M0.1%N/A6.471%
2/8/2024 Bedel Financial Consulting Inc.43,384$1.20M0.2%+78.8%2.451%
2/7/2024 Principal Securities Inc.14,912$414K0.0%N/A0.842%
2/2/2024 Delta Investment Management LLC26,339$731K0.2%N/A1.488%
2/2/2024 Truist Financial Corp115,477$3.21M0.0%N/A6.524%
1/31/2024 KFG Wealth Management LLC19,880$552K0.3%-5.4%1.123%
1/31/2024 Continuum Wealth Advisors LLC16,862$468K0.3%+39.3%0.953%
Now I look stupid. Real stupid... (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

1/25/2024 RFG Advisory LLC10,289$286K0.0%-13.4%0.581%
1/25/2024 Capital Wealth Management LLC71,490$1.98M1.0%-6.8%4.039%
1/19/2024 AdvisorNet Financial Inc1,300$36K0.0%-25.7%0.073%
1/18/2024 Syntegra Private Wealth Group LLC45,237$1.26M0.2%+41.3%2.556%
1/16/2024 D.B. Root & Company LLC13,440$373K0.1%+9.8%0.759%
1/11/2024 Diligent Investors LLC25,365$704K0.2%N/A1.433%
11/13/2023 Visionary Wealth Advisors110,681$2.82M0.2%-0.7%6.253%
11/13/2023 Envestnet Asset Management Inc.261,434$6.66M0.0%N/A14.770%
11/8/2023 HighTower Advisors LLC105,847$2.70M0.0%N/A5.980%
11/4/2023 D.B. Root & Company LLC12,238$312K0.1%+4.6%0.691%
(Data available from 1/1/2016 forward)

Remove Ads

BUFB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BUFB shares?

During the previous two years, 58 institutional investors and hedge funds held shares of Innovator Laddered Allocation Buffer ETF. The most heavily invested institutionals were Capital Asset Advisory Services LLC ($15.61M), Axxcess Wealth Management LLC ($15.11M), LPL Financial LLC ($7.66M), HighTower Advisors LLC ($6.10M), Thrivent Financial for Lutherans ($5.06M), Envestnet Asset Management Inc. ($4.98M), and Encompass More Asset Management ($4.84M).Learn more on BUFB's institutional investors.

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

Of the 55 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: Axxcess Wealth Management LLC ($467.85K), Envestnet Asset Management Inc. ($261.43K), SageView Advisory Group LLC ($229.09K), Encompass More Asset Management ($149.95K), Diversify Wealth Management LLC ($138.18K), 4J Wealth Management LLC ($131.22K), and HighTower Advisors LLC ($127.96K).

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

Institutional investors have bought a total of 2,577,461 shares in the last 24 months. This purchase volume represents approximately $76.13M in transactions.

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

Of the 19 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: Truist Financial Corp ($108.61K), Kathmere Capital Management LLC ($80.58K), Envestnet Asset Management Inc. ($77.01K), SageView Advisory Group LLC ($57.44K), Delta Investment Management LLC ($31.87K), Bedel Financial Consulting Inc. ($9.89K), and Visionary Wealth Advisors ($8.44K).

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

Institutional investors have sold a total of 402,392 shares in the last 24 months. This volume of shares sold represents approximately $11.91M in transactions.



This page (BATS:BUFB) was last updated on 3/30/2025 by MarketBeat.com Staff
From Our Partners