BUFF Institutional Ownership
Innovator Laddered Allocation Power Buffer ETF
1W: +0.1%
1M: +0.7%
3M: +2.4%
YTD: +8.2%
1Y: +10.5%
3Y: +44.6%
5Y: +53.7%
$54.11
+0.17 (+0.32%)
Weekly Expected Move ±0.6%
$53
$54
$54
$54
$55
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BUFF
175
Institutional Holders
+17 vs prior quarter
0.0%
Ownership
+0.00pp
653M
Total Invested
23
New Positions
70
Increased
57
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (177 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,948,392 | 105M | +281,494 | +16.9% | 17Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 1,175,856 | 64M | +23,914 | +2.1% | 19Q | SEC ↗ |
| 3 | Cetera Investment Advisers | 658,695 | 36M | +27,383 | +4.3% | 19Q | SEC ↗ |
| 4 | OSAIC HOLDINGS, INC. | 568,582 | 31M | +312,913 | +122.4% | 19Q | SEC ↗ |
| 5 | Kingsview Wealth Management, LLC | 534,402 | 29M | +14,021 | +2.7% | 19Q | SEC ↗ |
| 6 | Prasad Wealth Partners, LLC | 410,619 | 22M | +12,375 | +3.1% | 7Q | SEC ↗ |
| 7 | Collaborative Wealth Managment Inc. | 399,153 | 22M | +22,386 | +5.9% | 7Q | SEC ↗ |
| 8 | LifeWealth Investments, LLC | 371,319 | 20M | +34,442 | +10.2% | 6Q | SEC ↗ |
| 9 | Janney Montgomery Scott LLC | 357,980 | 19M | +4,762 | +1.3% | 12Q | SEC ↗ |
| 10 | Holos Integrated Wealth LLC | 347,147 | 19M | +22,016 | +6.8% | 7Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC | 279,901 | 15M | +29,333 | +11.7% | 7Q | SEC ↗ |
| 12 | UBS Group AG NEW | 261,085 | 14M | — | +0.0% | 1Q | SEC ↗ |
| 13 | Mutual Advisors, LLC | 246,563 | 13M | +14,476 | +6.2% | 19Q | SEC ↗ |
| 14 | MTM FINANCIAL GROUP, LLC | 245,663 | 13M | +5,669 | +2.4% | 18Q | SEC ↗ |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 224,575 | 12M | +3,145 | +1.4% | 19Q | SEC ↗ |
| 16 | HighTower Advisors, LLC | 206,416 | 11M | +16,334 | +8.6% | 19Q | SEC ↗ |
| 17 | Quadcap Wealth Management, LLC NEW | 200,096 | 11M | — | +0.0% | 1Q | SEC ↗ |
| 18 | Buska Wealth Management, LLC | 196,837 | 11M | +5,957 | +3.1% | 10Q | SEC ↗ |
| 19 | Kestra Advisory Services, LLC | 185,124 | 10M | +25,866 | +16.2% | 14Q | SEC ↗ |
| 20 | Cambridge Investment Research Advisors | 177,621 | 10M | -5,830 | -3.2% | 19Q | SEC ↗ |
| 21 | HARBOUR INVESTMENTS, INC. | 155,941 | 8M | -8,175 | -5.0% | 17Q | SEC ↗ |
| 22 | World Investment Advisors | 152,508 | 8M | +461 | +0.3% | 4Q | SEC ↗ |
| 23 | KFG WEALTH MANAGEMENT, LLC | 139,152 | 8M | +885 | +0.6% | 15Q | SEC ↗ |
| 24 | GWN SECURITIES INC. | 133,359 | 7M | +1,962 | +1.5% | 7Q | SEC ↗ |
| 25 | Caliber Wealth Management, LLC / KS | 121,964 | 7M | +7,615 | +6.7% | 5Q | SEC ↗ |
| 26 | Beacon Pointe Advisors, LLC | 118,738 | 6M | +17,566 | +17.4% | 4Q | SEC ↗ |
| 27 | Core Wealth Advisors, Inc. | 110,011 | 6M | +4,664 | +4.4% | 4Q | SEC ↗ |
| 28 | MML INVESTORS SERVICES, LLC | 109,605 | 6M | +21,109 | +23.9% | 19Q | SEC ↗ |
| 29 | Forvis Mazars Wealth Advisors, LLC | 101,355 | 5M | -8,251 | -7.5% | 12Q | SEC ↗ |
| 30 | Seros Financial, LLC | 95,381 | 5M | +3,700 | +4.0% | 7Q | SEC ↗ |
| 31 | Merit Financial Group, LLC | 88,808 | 5M | +637 | +0.7% | 6Q | SEC ↗ |
| 32 | Garden State Investment Advisory Servi | 88,802 | 5M | -9,382 | -9.6% | 15Q | SEC ↗ |
| 33 | CreativeOne Wealth, LLC | 79,875 | 4M | +10,585 | +15.3% | 8Q | SEC ↗ |
| 34 | COLUMBIA ADVISORY PARTNERS LLC | 76,934 | 4M | +1,980 | +2.6% | 5Q | SEC ↗ |
| 35 | Visionary Wealth Advisors | 57,170 | 3M | -6,315 | -9.9% | 15Q | SEC ↗ |
| 36 | AXXCESS WEALTH MANAGEMENT, LLC NEW | 55,939 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 37 | MERCER GLOBAL ADVISORS INC /ADV | 51,821 | 3M | -8,565 | -14.2% | 4Q | SEC ↗ |
| 38 | Wealthcare Advisory Partners LLC | 50,738 | 3M | -1,998 | -3.8% | 14Q | SEC ↗ |
| 39 | Southland Equity Partners LLC | 50,291 | 3M | — | +0.0% | 17Q | SEC ↗ |
| 40 | Blue Trust, Inc. | 49,472 | 3M | -4,559 | -8.4% | 4Q | SEC ↗ |
| 41 | Glen Eagle Advisors, LLC | 49,308 | 3M | -4,059 | -7.6% | 19Q | SEC ↗ |
| 42 | Capital Analysts, LLC NEW | 48,018 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 43 | INDEPENDENT FINANCIAL GROUP, LLC | 47,933 | 3M | +37,172 | +345.4% | 6Q | SEC ↗ |
| 44 | Comprehensive Financial Consultants In | 47,246 | 3M | +3,129 | +7.1% | 8Q | SEC ↗ |
| 45 | PRINCIPAL SECURITIES, INC. | 46,348 | 3M | +2,325 | +5.3% | 8Q | SEC ↗ |
| 46 | MILESTONE ASSET MANAGEMENT, LLC | 43,934 | 2M | -766 | -1.7% | 11Q | SEC ↗ |
| 47 | CITADEL ADVISORS LLC | 43,868 | 2M | +27,038 | +160.7% | 2Q | SEC ↗ |
| 48 | Focus Financial Network, Inc. | 43,040 | 2M | +45 | +0.1% | 10Q | SEC ↗ |
| 49 | Diligent Investors, LLC | 41,524 | 2M | +6 | +0.0% | 11Q | SEC ↗ |
| 50 | JDM Financial Group LLC | 41,001 | 2M | +634 | +1.6% | 8Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| UBS Group AG | 261,085 | 14M |
| Quadcap Wealth Management, LLC | 200,096 | 11M |
| AXXCESS WEALTH MANAGEMENT, LLC | 55,939 | 3M |
| Capital Analysts, LLC | 48,018 | 3M |
| Diversify Advisory Services, LLC | 31,232 | 2M |
| TOP Private Wealth LLC. | 25,345 | 1M |
| Summit Financial, LLC | 22,757 | 1M |
| Equitable Holdings, Inc. | 20,913 | 1M |
| BENJAMIN EDWARDS INC | 15,205 | 823K |
| J.W. COLE ADVISORS, INC. | 15,031 | 813K |
| Keeler Thomas Management LLC | 12,941 | 700K |
| DAVENPORT & Co LLC | 7,967 | 431K |
| Waverly Advisors, LLC | 5,416 | 293K |
| Koshinski Asset Management, Inc. | 4,760 | 258K |
| Arlington Capital Management, Inc. | 4,166 | 225K |
| AMERIFLEX GROUP, INC. | 1,730 | 94K |
| Regatta Research & Money Management | 1,015 | 55K |
| Silver Grove Financial Group, Inc. | 750 | 41K |
| Global Retirement Partners, LLC | 700 | 38K |
| FIFTH THIRD BANCORP | 516 | 28K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SeaCrest Wealth Management, LLC | 31,426 | 2M |
| OLD MISSION CAPITAL LLC | 16,620 | 899K |
| Orion Porfolio Solutions, LLC | 14,224 | 770K |
| JANE STREET GROUP, LLC | 7,235 | 391K |
| CHANNEL WEALTH LLC | 5,800 | 314K |
| Gateway Wealth Partners, LLC | 5,384 | 291K |
| Rothschild Wealth LLC | 4,578 | 248K |
| MAI Capital Management | 2,432 | 132K |
| Farther Finance Advisors, LLC | 944 | 51K |
| JONES FINANCIAL COMPANIES LLLP | 164 | 9K |
| MCGUIRE CAPITAL ADVISORS INC | 41 | 2K |