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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
ETF CBOE · AUM $898.1M

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 ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
OSAIC HOLDINGS, INC. +312,913 +122.4% 568,582
LPL Financial LLC +281,494 +16.9% 1,948,392
INDEPENDENT FINANCIAL GROUP, LLC +37,172 +345.4% 47,933
LifeWealth Investments, LLC +34,442 +10.2% 371,319
RAYMOND JAMES FINANCIAL INC +29,333 +11.7% 279,901
Cetera Investment Advisers +27,383 +4.3% 658,695
CITADEL ADVISORS LLC +27,038 +160.7% 43,868
Kestra Advisory Services, LLC +25,866 +16.2% 185,124
ENVESTNET ASSET MANAGEMENT INC +23,914 +2.1% 1,175,856
Collaborative Wealth Managment Inc. +22,386 +5.9% 399,153
Holos Integrated Wealth LLC +22,016 +6.8% 347,147
MML INVESTORS SERVICES, LLC +21,109 +23.9% 109,605
Beacon Pointe Advisors, LLC +17,566 +17.4% 118,738
HighTower Advisors, LLC +16,334 +8.6% 206,416
Mutual Advisors, LLC +14,476 +6.2% 246,563
Kingsview Wealth Management, LLC +14,021 +2.7% 534,402
Prasad Wealth Partners, LLC +12,375 +3.1% 410,619
CreativeOne Wealth, LLC +10,585 +15.3% 79,875
MARIPAU WEALTH MANAGEMENT LLC +8,581 +50.9% 25,455
Signal Advisors Wealth, LLC +8,139 +43.1% 27,043
Biggest Decreases (20)
HolderReducedChange %Total Shares
GGM Financial LLC -548,061 -99.9% 297
Patriot Financial Group Insurance A -31,711 -48.3% 34,009
Andina Capital Management, LLC -31,697 -75.4% 10,326
Stratos Wealth Partners, LTD. -21,308 -34.5% 40,475
Advisory Services Network, LLC -14,024 -29.1% 34,162
Brookstone Capital Management -13,901 -51.3% 13,177
Atria Investments, Inc -13,367 -71.3% 5,381
Garden State Investment Advisory Se -9,382 -9.6% 88,802
MERCER GLOBAL ADVISORS INC /ADV -8,565 -14.2% 51,821
Forvis Mazars Wealth Advisors, LLC -8,251 -7.5% 101,355
HARBOUR INVESTMENTS, INC. -8,175 -5.0% 155,941
SUSQUEHANNA INTERNATIONAL GROUP, LL -7,247 -42.7% 9,722
Triton Financial Group Inc -6,805 -52.6% 6,131
Visionary Wealth Advisors -6,315 -9.9% 57,170
Cambridge Investment Research Advis -5,830 -3.2% 177,621
Soltis Investment Advisors LLC -5,037 -13.4% 32,439
Blue Trust, Inc. -4,559 -8.4% 49,472
Nicholson Meyer Capital Management, -4,532 -28.8% 11,187
Glen Eagle Advisors, LLC -4,059 -7.6% 49,308
TopTier Wealth Management, LLC -3,336 -17.4% 15,836

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms