BUFB Institutional Ownership
Innovator Laddered Allocation Buffer ETF
1W: -0.2%
1M: +0.7%
3M: +2.5%
YTD: +10.6%
1Y: +13.0%
3Y: +59.3%
$40.44
+0.07 (+0.17%)
Weekly Expected Move ±1.0%
$40
$40
$40
$41
$41
Overview
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Holdings
Changes
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Short Interest
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Institutional Ownership — BUFB
102
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
224M
Total Invested
17
New Positions
39
Increased
28
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (107 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 479,885 | $19M | +437,725 | +1038.2% | 7Q | SEC ↗ |
| 2 | LPL Financial LLC | 457,665 | $19M | +74,069 | +19.3% | 10Q | SEC ↗ |
| 3 | HighTower Advisors, LLC | 318,684 | $13M | +27,735 | +9.5% | 12Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 253,024 | $10M | +18,679 | +8.0% | 12Q | SEC ↗ |
| 5 | CAPITAL WEALTH MANAGEMENT, LLC | 235,709 | $10M | +22,128 | +10.4% | 15Q | SEC ↗ |
| 6 | GWN SECURITIES INC. | 234,909 | $9M | +6,893 | +3.0% | 7Q | SEC ↗ |
| 7 | OSAIC HOLDINGS, INC. | 203,026 | $8M | +39,402 | +24.1% | 18Q | SEC ↗ |
| 8 | Diversify Advisory Services, LLC NEW | 200,219 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 9 | DIVERSIFY WEALTH MANAGEMENT, LLC | 200,219 | $8M | +1,169 | +0.6% | 9Q | SEC ↗ |
| 10 | Syntegra Private Wealth Group, LLC | 191,269 | $8M | -1,839 | -1.0% | 14Q | SEC ↗ |
| 11 | COLUMBIA ADVISORY PARTNERS LLC | 188,191 | $8M | +5,071 | +2.8% | 5Q | SEC ↗ |
| 12 | Cetera Investment Advisers | 169,322 | $7M | +3,182 | +1.9% | 10Q | SEC ↗ |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 168,722 | $7M | +3,521 | +2.1% | 6Q | SEC ↗ |
| 14 | SYKON CAPITAL LLC NEW | 125,550 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 15 | PRINCIPAL SECURITIES, INC. | 122,906 | $5M | +10,748 | +9.6% | 11Q | SEC ↗ |
| 16 | KFG WEALTH MANAGEMENT, LLC | 115,479 | $5M | -331 | -0.3% | 12Q | SEC ↗ |
| 17 | Brookstone Capital Management | 111,396 | $5M | +99,285 | +819.8% | 6Q | SEC ↗ |
| 18 | Benson Wealth Management INC | 92,290 | $4M | +91,109 | +7714.6% | 2Q | SEC ↗ |
| 19 | Encompass More Asset Management | 85,704 | $3M | +3,916 | +4.8% | 8Q | SEC ↗ |
| 20 | Heritage Wealth Management, Inc. | 85,010 | $3M | +11,687 | +15.9% | 6Q | SEC ↗ |
| 21 | Kathmere Capital Management, LLC | 80,399 | $3M | -2,430 | -2.9% | 15Q | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 76,625 | $3M | +3,882 | +5.3% | 3Q | SEC ↗ |
| 23 | OPTIMA CAPITAL LLC | 75,844 | $3M | +8,360 | +12.4% | 7Q | SEC ↗ |
| 24 | World Investment Advisors | 74,533 | $3M | -3,963 | -5.0% | 13Q | SEC ↗ |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 70,509 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 26 | Cambridge Investment Research Advisors | 69,595 | $3M | +136 | +0.2% | 15Q | SEC ↗ |
| 27 | Kingsview Wealth Management, LLC | 67,742 | $3M | +22,486 | +49.7% | 7Q | SEC ↗ |
| 28 | MTM FINANCIAL GROUP, LLC | 65,588 | $3M | -202 | -0.3% | 18Q | SEC ↗ |
| 29 | Bedel Financial Consulting, Inc. | 61,726 | $2M | +5,100 | +9.0% | 16Q | SEC ↗ |
| 30 | Wealthspire Retirement, LLC | 54,158 | $2M | -4,200 | -7.2% | 15Q | SEC ↗ |
| 31 | Caliber Wealth Management, LLC / KS | 49,314 | $2M | -518 | -1.0% | 5Q | SEC ↗ |
| 32 | MML INVESTORS SERVICES, LLC | 49,284 | $2M | +8,588 | +21.1% | 9Q | SEC ↗ |
| 33 | Seros Financial, LLC | 49,188 | $2M | +334 | +0.7% | 6Q | SEC ↗ |
| 34 | Kestra Advisory Services, LLC NEW | 47,464 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 35 | Diligent Investors, LLC | 38,160 | $2M | -2,937 | -7.1% | 11Q | SEC ↗ |
| 36 | CreativeOne Wealth, LLC | 33,803 | $1M | +729 | +2.2% | 7Q | SEC ↗ |
| 37 | CENTAURUS FINANCIAL, INC. | 33,702 | $1M | +138 | +0.4% | 14Q | SEC ↗ |
| 38 | Balance Wealth Partners LLC | 32,371 | $1M | -891 | -2.7% | 6Q | SEC ↗ |
| 39 | OFC FINANCIAL PLANNING, LLC | 30,766 | $1M | -2,763 | -8.2% | 7Q | SEC ↗ |
| 40 | OLD MISSION CAPITAL LLC NEW | 30,306 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 41 | Visionary Wealth Advisors | 29,894 | $1M | -826 | -2.7% | 18Q | SEC ↗ |
| 42 | Equitable Holdings, Inc. NEW | 26,447 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 43 | FORONJY FINANCIAL LLC | 26,118 | $1M | +4,070 | +18.5% | 5Q | SEC ↗ |
| 44 | CONTINUUM WEALTH ADVISORS, LLC | 25,380 | $1M | — | +0.0% | 15Q | SEC ↗ |
| 45 | Atria Investments, Inc | 23,962 | $969K | +12,275 | +105.0% | 9Q | SEC ↗ |
| 46 | Advisory Services Network, LLC | 23,962 | $969K | +12,275 | +105.0% | 11Q | SEC ↗ |
| 47 | Steward Partners Investment Advisory, | 23,597 | $954K | -105 | -0.4% | 11Q | SEC ↗ |
| 48 | Curtis Advisory Group, LLC | 23,177 | $937K | — | +0.0% | 6Q | SEC ↗ |
| 49 | Private Advisor Group, LLC | 19,354 | $783K | +2,620 | +15.7% | 9Q | SEC ↗ |
| 50 | 4J Wealth Management LLC | 19,354 | $783K | -1,955 | -9.2% | 10Q | SEC ↗ |
Recent Activity
New Positions (17)
| Holder | Shares | Value |
|---|---|---|
| Diversify Advisory Services, LLC | 200,219 | $8M |
| SYKON CAPITAL LLC | 125,550 | $5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 70,509 | $3M |
| Kestra Advisory Services, LLC | 47,464 | $2M |
| OLD MISSION CAPITAL LLC | 30,306 | $1M |
| Equitable Holdings, Inc. | 26,447 | $1M |
| Beacon Pointe Advisors, LLC | 10,365 | $419K |
| VAQUERO PRIVATE WEALTH, LTD | 8,700 | $352K |
| AXXCESS WEALTH MANAGEMENT, LLC | 6,589 | $266K |
| Balboa Wealth Partners | 5,375 | $217K |
| Trail Ridge Investment Advisors, LL | 5,346 | $216K |
| McAdam, LLC | 5,224 | $211K |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 5,100 | $206K |
| Oakmont Advisory Group, LLC | 2,997 | $121K |
| Global Retirement Partners, LLC | 1,476 | $60K |
| Silver Grove Financial Group, Inc. | 1,200 | $49K |
| Integrated Wealth Concepts LLC | 770 | $31K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Arlington Capital Management, Inc. | 14,061 | $569K |
| CITADEL ADVISORS LLC | 7,153 | $289K |
| FOUNDATIONS INVESTMENT ADVISORS, LL | 5,709 | $231K |
| BLVD Private Wealth, LLC | 5,559 | $225K |
| JONES FINANCIAL COMPANIES LLLP | 2,000 | $81K |
| HARBOUR INVESTMENTS, INC. | 1,217 | $49K |
| TopTier Wealth Management, LLC | 1,201 | $49K |
| SageView Advisory Group, LLC | 1,031 | $42K |
| Allworth Financial LP | 400 | $16K |
| BANK OF MONTREAL /CAN | 62 | $3K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Wealthspire Retirement, LLC | -4,200 | -7.2% | 54,158 |
| World Investment Advisors | -3,963 | -5.0% | 74,533 |
| Farther Finance Advisors, LLC | -3,511 | -39.9% | 5,285 |
| Diligent Investors, LLC | -2,937 | -7.1% | 38,160 |
| OFC FINANCIAL PLANNING, LLC | -2,763 | -8.2% | 30,766 |
| Kathmere Capital Management, LLC | -2,430 | -2.9% | 80,399 |
| Capital Asset Advisory Services LLC | -2,207 | -25.1% | 6,589 |
| 4J Wealth Management LLC | -1,955 | -9.2% | 19,354 |
| Syntegra Private Wealth Group, LLC | -1,839 | -1.0% | 191,269 |
| CoreCap Advisors, LLC | -1,301 | -93.7% | 87 |
| Balance Wealth Partners LLC | -891 | -2.7% | 32,371 |
| Visionary Wealth Advisors | -826 | -2.7% | 29,894 |
| RFG Advisory, LLC | -800 | -4.4% | 17,300 |
| Caliber Wealth Management, LLC / KS | -518 | -1.0% | 49,314 |
| TRUIST FINANCIAL CORP | -412 | -2.1% | 18,970 |
| KFG WEALTH MANAGEMENT, LLC | -331 | -0.3% | 115,479 |
| D.B. Root & Company, LLC | -281 | -3.9% | 6,913 |
| Simplicity Wealth,LLC | -238 | -1.9% | 12,008 |
| MTM FINANCIAL GROUP, LLC | -202 | -0.3% | 65,588 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT | -193 | -2.0% | 9,572 |