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Innovator Laddered Allocation Buffer ETF (BUFB) Institutional Ownership

$32.90 +0.75 (+2.33%)
As of 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator Laddered Allocation Buffer ETF (BATS:BUFB)

Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$45.83M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$6.80M
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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
1/21/2025KFG Wealth Management LLC106,652$3.45M0.6%+172.6%2.898%
1/21/2025Atlas Private Wealth Advisors7,040$227K0.0%N/A0.191%
1/21/2025Encompass More Asset Management149,947$4.84M1.6%+13.1%4.075%
1/21/2025RFG 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%
11/25/2024World Investment Advisors LLC71,277$2.25M0.1%-2.6%1.937%
11/15/2024MML Investors Services LLC18,581$587K0.0%+10.4%0.505%
11/15/2024SageView Advisory Group LLC13,370$422K0.0%-23.2%0.363%
11/15/2024HighTower Advisors LLC181,199$5.72M0.0%+8.6%4.924%
11/14/2024Encompass More Asset Management132,600$4.19M1.6%N/A3.603%
11/4/2024Axxcess 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%
10/22/2024Syntegra 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%
10/18/2024Continuum Wealth Advisors LLC23,214$733K0.4%+25.0%0.631%
8/22/2024Cetera Investment Advisers61,847$1.89M0.0%+41.7%1.681%
8/21/2024Truist Financial Corp73,888$2.26M0.0%-38.8%2.008%
8/15/2024Delta Investment Management LLC22,345$682K0.2%-58.8%0.607%
8/13/2024Thrivent Financial for Lutherans165,725$5.06M0.0%+0.5%4.503%
8/10/2024Axxcess Wealth Management LLC19,443$593K0.0%N/A0.528%
8/8/2024Envestnet Asset Management Inc.178,264$5.44M0.0%-19.1%4.844%
8/8/2024CoreCap Advisors LLC11,615$355K0.0%N/A0.316%
8/8/2024Hazlett Burt & Watson Inc.1,300$40K0.0%-61.3%0.035%
7/31/2024Commonwealth Equity Services LLC11,573$353K0.0%+16.4%0.314%
7/26/2024Cambridge Investment Research Advisors Inc.34,522$1.05M0.0%+92.5%0.938%
7/23/2024Concourse Financial Group Securities Inc.2,932$89K0.0%+23.3%0.080%
7/18/20244J 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%
7/15/2024Diligent 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%
7/15/2024RFG 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%
5/20/2024Continuum Wealth Advisors LLC18,268$537K0.3%+8.3%0.496%
5/9/2024Delta Investment Management LLC54,212$1.59M0.4%+105.8%1.473%
5/9/2024SageView Advisory Group LLC61,135$1.73M0.1%-46.6%1.661%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

5/7/2024Bedel Financial Consulting Inc.33,491$984K0.2%-22.8%0.910%
5/1/2024Concourse 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%
4/25/2024Capital Investment Advisory Services LLC6,980$205K0.0%+8.3%0.191%
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%
4/19/2024 Capital Wealth Management LLC68,797$2.02M1.0%-3.8%1.885%
4/19/2024KFG Wealth Management LLC23,310$685K0.3%+17.3%0.639%
4/16/2024 Kathmere 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%
1/25/2024RFG 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%
1/18/2024Syntegra 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%
1/11/2024Diligent 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%
11/4/2023 D.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%
10/11/2023 Kathmere 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%
8/3/2023 Capital 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%
7/18/2023 D.B. Root & Company LLC11,703$306K0.1%N/A0.807%
7/14/2023 AdvisorNet Financial Inc1,650$43K0.0%+725.0%0.114%
7/13/2023Cambridge Investment Research Advisors Inc.16,485$431K0.0%-11.0%1.137%
7/11/2023 Kathmere 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%
5/8/2023 Capital Wealth Management LLC73,993$1.81M1.0%+137.2%5.000%
5/8/2023Sigma Planning Corp8,598$210K0.0%-21.1%0.581%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

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%
4/20/2023 Kathmere 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%
(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, 44 institutional investors and hedge funds held shares of Innovator Laddered Allocation Buffer ETF. The most heavily invested institutionals were Axxcess Wealth Management LLC ($12.88M), HighTower Advisors LLC ($5.72M), Envestnet Asset Management Inc. ($5.44M), Thrivent Financial for Lutherans ($5.06M), Encompass More Asset Management ($4.84M), Diversify Wealth Management LLC ($4.69M), and 4J Wealth Management LLC ($3.75M).Learn more on BUFB's institutional investors.

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

Of the 40 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 ($407.97K), Envestnet Asset Management Inc. ($261.43K), SageView Advisory Group LLC ($229.09K), Kathmere Capital Management LLC ($192.90K), Encompass More Asset Management ($149.95K), Diversify Wealth Management LLC ($138.18K), and 4J Wealth Management LLC ($122.83K).

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

Institutional investors have bought a total of 2,437,257 shares in the last 24 months. This purchase volume represents approximately $68.50M 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: Kathmere Capital Management LLC ($80.58K), SageView Advisory Group LLC ($57.44K), Truist Financial Corp ($46.82K), Envestnet Asset Management Inc. ($42.18K), OLD Mission Capital LLC ($37.38K), Delta Investment Management LLC ($31.87K), and Bedel Financial Consulting Inc. ($9.89K).

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

Institutional investors have sold a total of 342,428 shares in the last 24 months. This volume of shares sold represents approximately $9.61M in transactions.



This page (BATS:BUFB) was last updated on 1/21/2025 by MarketBeat.com Staff
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