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Innovator Laddered Allocation Buffer ETF (BUFB) Institutional Ownership

$31.63
+0.02 (+0.06%)
(As of 11/1/2024 ET)
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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)
$36.38M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$6.60M
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BUFB Institutional Buying and Selling by Quarter

Innovator Laddered Allocation Buffer ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
10/19/2024Capital 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%
8/8/2024 Hazlett Burt & Watson Inc.1,300$40K0.0%-61.3%0.035%
7/31/2024Commonwealth Equity Services LLC11,573$353K0.0%+16.4%0.314%
7/26/2024 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%
7/18/20244J Wealth Management LLC122,828$3.75M3.1%+5.3%3.338%
7/17/2024Capital 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%
5/7/2024Bedel 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%
4/23/20244J Wealth Management LLC116,670$3.43M3.0%N/A3.196%
4/19/2024Capital 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%
3/6/2024SageView 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%
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2/8/2024Bedel 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%
2/2/2024Delta Investment Management LLC26,339$731K0.2%N/A1.488%
2/2/2024Truist Financial Corp115,477$3.21M0.0%N/A6.524%
1/31/2024 KFG Wealth Management LLC19,880$552K0.3%-5.4%1.123%
1/31/2024Continuum Wealth Advisors LLC16,862$468K0.3%+39.3%0.953%
1/25/2024RFG Advisory LLC10,289$286K0.0%-13.4%0.581%
1/25/2024Capital 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%
1/11/2024Diligent 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%
11/2/2023 Capital Investment Advisory Services LLC6,564$167K0.0%N/A0.371%
11/2/2023 Hazlett Burt & Watson Inc.3,360$86K0.1%+14.5%0.190%
10/24/2023 Cambridge Investment Research Advisors Inc.18,616$475K0.0%+12.9%1.052%
10/18/2023 Syntegra Private Wealth Group LLC32,011$816K0.1%+4.2%1.809%
10/17/2023 KFG 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%
8/9/2023 Coastal Investment Advisors Inc.10,183$266K0.1%+6.5%0.575%
8/3/2023Capital Wealth Management LLC76,799$2.01M1.1%+3.8%5.296%
7/28/2023 Syntegra 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%
7/13/2023 Cambridge 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%
5/16/2023 Syntegra Private Wealth Group LLC20,308$496K0.1%N/A1.401%
5/12/2023Financial Architects Inc51,545$1.26M0.2%+16.2%3.483%
5/8/2023Capital Wealth Management LLC73,993$1.81M1.0%+137.2%5.000%
5/8/2023Sigma Planning Corp8,598$210K0.0%-21.1%0.581%
5/5/2023 Coastal Investment Advisors Inc.9,560$234K0.1%N/A0.646%
5/2/2023Bedel Financial Consulting Inc.13,578$332K0.1%+22.1%0.917%
4/27/2023 Hazlett 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%
2/8/2023 Cambridge 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%
2/3/2023Tradition Wealth Management LLC2,794$66K0.0%-28.2%0.000%
2/2/2023Capital Wealth Management LLC31,189$718K0.5%N/A0.000%
1/26/2023Acas LLC17,589$405K0.6%N/A0.000%
1/24/2023 Kathmere Capital Management LLC181,318$4.18M0.7%N/A0.000%
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(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, 40 institutional investors and hedge funds held shares of Innovator Laddered Allocation Buffer ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($5.44M), Thrivent Financial for Lutherans ($5.06M), Diversify Wealth Management LLC ($4.59M), 4J Wealth Management LLC ($3.75M), Visionary Wealth Advisors ($2.86M), Kathmere Capital Management LLC ($2.81M), and HighTower Advisors LLC ($2.70M).Learn more on BUFB's institutional investors.

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

Of the 37 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: Envestnet Asset Management Inc. ($261.43K), SageView Advisory Group LLC ($229.09K), Kathmere Capital Management LLC ($190.51K), Diversify Wealth Management LLC ($136.89K), 4J Wealth Management LLC ($122.83K), Truist Financial Corp ($115.48K), and HighTower Advisors LLC ($105.85K).

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

Institutional investors have bought a total of 1,802,734 shares in the last 24 months. This purchase volume represents approximately $48.39M in transactions.

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

Of the 18 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 ($53.41K), 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 335,109 shares in the last 24 months. This volume of shares sold represents approximately $9.38M in transactions.


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This page (BATS:BUFB) was last updated on 11/2/2024 by MarketBeat.com Staff
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