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Innovator Laddered Allocation Buffer ETF (BUFB) Institutional Ownership

$30.07 -1.60 (-5.05%)
Closing price 04/17/2025 03:23 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)
46
Total
Institutional Inflows
(last 12 months)
$61.58M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$9.28M
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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
4/18/2025 Capital Wealth Management LLC155,534$4.89M2.0%+80.0%2.339%
4/16/2025 Seros Financial LLC202,607$6.37M4.8%N/A3.047%
4/15/2025 Integral Investment Advisors Inc.10,400$327K0.1%-16.1%0.156%
4/14/2025 Daymark Wealth Partners LLC11,099$349K0.0%N/A0.167%
4/11/2025 KFG Wealth Management LLC114,267$3.59M0.7%+7.1%1.718%
4/10/2025 Diligent Investors LLC46,958$1.48M0.4%-0.8%0.706%
4/9/2025 Capital Asset Advisory Services LLC580,500$18.39M0.9%+20.9%8.729%
3/12/2025Centaurus Financial Inc.22,429$724K0.0%-1.4%0.340%
2/26/2025Advisor Resource Council6,704$217K0.2%N/A0.182%
2/17/2025Visionary Wealth Advisors85,850$2.77M0.2%+1.8%2.333%
2/17/2025 Diligent Investors LLC47,338$1.53M0.4%+6.7%1.286%
2/17/2025Cetera Investment Advisers103,381$3.34M0.0%+11.8%2.809%
2/17/2025Citadel Advisors LLC9,641$311K0.0%-3.9%0.262%
2/17/2025Chapman Financial Group LLC6,580$213K0.2%N/A0.179%
2/14/2025Bellwether Advisors LLC3,396$110K0.0%N/A0.092%
2/13/2025CreativeOne Wealth LLC7,018$227K0.0%N/A0.191%
2/13/2025NFP Retirement Inc.71,490$2.31M0.2%+5.2%1.943%
2/13/2025Raymond James Financial Inc.13,519$437K0.0%N/A0.367%
2/13/2025Envestnet Asset Management Inc.154,214$4.98M0.0%-18.4%4.191%
2/12/2025World Investment Advisors73,640$2.38M0.1%+3.3%2.001%
2/11/2025LPL Financial LLC237,040$7.66M0.0%+97.7%6.441%
2/10/2025Axxcess Wealth Management LLC467,850$15.11M0.4%+14.7%12.713%
2/10/2025GWN Securities Inc.60,213$1.95M0.5%N/A1.636%
2/7/2025HighTower Advisors LLC188,974$6.10M0.0%+4.3%5.135%
2/6/2025Raymond James Financial Inc.13,519$437K0.0%N/A0.367%
2/6/2025Steward Partners Investment Advisory LLC85,879$2.77M0.0%+3.1%2.334%
2/6/2025Bedel 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%
2/4/2025Continuum Wealth Advisors LLC22,121$715K0.4%-4.7%0.601%
2/3/2025Private Advisor Group LLC16,369$529K0.0%+5.9%0.445%
1/31/2025Truist Financial Corp17,681$571K0.0%-77.8%0.480%
1/30/2025Principal Securities Inc.43,034$1.39M0.0%+33.2%1.169%
1/28/2025Kingsview Wealth Management LLC6,565$212K0.0%N/A0.178%
1/27/2025Syntegra Private Wealth Group LLC65,327$2.11M0.2%+10.4%1.775%
1/24/2025OFC Financial Planning LLC31,620$1.02M1.1%N/A0.859%
1/24/20254J 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%
1/21/2025Encompass More Asset Management149,947$4.84M1.6%+13.1%4.075%
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1/21/2025 RFG Advisory LLC21,432$692K0.0%-6.0%0.582%
1/17/2025Independent 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%
1/16/2025Diversify Wealth Management LLC145,710$4.69M0.4%+0.9%3.960%
1/14/2025Kathmere 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%
10/25/2024Diversify 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%
7/15/2024 Diligent Investors LLC43,250$1.32M0.3%+11.8%1.175%
7/15/2024D.B. Root & Company LLC7,976$243K0.1%-41.1%0.217%
7/15/2024 RFG Advisory LLC18,882$576K0.0%+86.1%0.513%
7/1/2024Kathmere Capital Management LLC101,317$2.81M0.4%+10.0%2.753%
5/24/2024Cetera Advisors LLC28,251$830K0.0%N/A0.768%
5/20/2024Independent 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%
5/1/2024Concourse 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%
4/19/2024 KFG Wealth Management LLC23,310$685K0.3%+17.3%0.639%
4/16/2024Kathmere 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%
Trump’s Top Secret $9 Trillion AI Superweapon (Ad)

Jeff Brown spotted Nvidia at $1. Now he’s revealing a new AI superweapon — and the Musk-connected stocks that could benefit.

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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%
1/31/2024 KFG Wealth Management LLC19,880$552K0.3%-5.4%1.123%
1/31/2024Continuum Wealth Advisors LLC16,862$468K0.3%+39.3%0.953%
1/25/2024 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%
(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, 61 institutional investors and hedge funds held shares of Innovator Laddered Allocation Buffer ETF. The most heavily invested institutionals were Capital Asset Advisory Services LLC ($18.39M), Axxcess Wealth Management LLC ($15.11M), LPL Financial LLC ($7.66M), Seros Financial LLC ($6.37M), HighTower Advisors LLC ($6.10M), Thrivent Financial for Lutherans ($5.06M), and Envestnet Asset Management Inc. ($4.98M).Learn more on BUFB's institutional investors.

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

Of the 57 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), Seros Financial LLC ($202.61K), Capital Asset Advisory Services LLC ($165.36K), Encompass More Asset Management ($149.95K), and Diversify Wealth Management LLC ($138.18K).

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

Institutional investors have bought a total of 2,968,411 shares in the last 24 months. This purchase volume represents approximately $88.41M in transactions.

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

Of the 21 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 404,772 shares in the last 24 months. This volume of shares sold represents approximately $11.99M in transactions.



This page (BATS:BUFB) was last updated on 4/20/2025 by MarketBeat.com Staff
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