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RBUF Institutional Ownership

Innovator ETFs Trust - Innovator U.S. Small Cap 10 Buffer ETF - Quarterly
1W: +0.5% 1M: +0.2% YTD: -0.6%
$31.12
+0.07 (+0.22%)
 
Weekly Expected Move ±0.4%
$31 $31 $31 $31 $31
ETF CBOE · AUM $96.4M

Institutional Ownership — RBUF

40
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
48M
Total Invested
3
New Positions
18
Increased
15
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (45 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Pallas Capital Advisors LLC 257,923 8M +3,187 +1.3% 6Q SEC ↗
2 CENTAURUS FINANCIAL, INC. 169,654 5M +38,288 +29.1% 7Q SEC ↗
3 RAYMOND JAMES FINANCIAL INC 132,804 4M +1,934 +1.5% 7Q SEC ↗
4 Clear Creek Financial Management, LLC 131,292 4M +48,165 +57.9% 2Q SEC ↗
5 Mutual Advisors, LLC 130,534 4M +5,011 +4.0% 2Q SEC ↗
6 Cetera Investment Advisers 119,706 4M +3,487 +3.0% 5Q SEC ↗
7 CAPTRUST FINANCIAL ADVISORS 107,565 3M -8,836 -7.6% 6Q SEC ↗
8 MTM FINANCIAL GROUP, LLC 107,067 3M +3,379 +3.3% 5Q SEC ↗
9 SIGNATURE ESTATE & INVESTMENT ADVISORS 48,112 1M +98 +0.2% 7Q SEC ↗
10 INDEPENDENT FINANCIAL GROUP, LLC 32,956 1M +1,138 +3.6% 5Q SEC ↗
11 Brookstone Capital Management 26,722 832K +1,810 +7.3% 3Q SEC ↗
12 NewEdge Wealth, LLC 22,955 714K -1,640 -6.7% 2Q SEC ↗
13 CITADEL ADVISORS LLC 21,261 662K +4,932 +30.2% 2Q SEC ↗
14 ARQ WEALTH ADVISORS, LLC 20,901 650K +6,662 +46.8% 2Q SEC ↗
15 Sugar Maple Asset Management, LLC 20,822 648K — +0.0% 7Q SEC ↗
16 Beacon Pointe Advisors, LLC 19,120 595K -100 -0.5% 2Q SEC ↗
17 MML INVESTORS SERVICES, LLC 18,810 585K — +0.0% 6Q SEC ↗
18 AE Wealth Management LLC 18,552 577K -281 -1.5% 6Q SEC ↗
19 Kestra Advisory Services, LLC 17,403 542K +2,506 +16.8% 3Q SEC ↗
20 HARBOUR INVESTMENTS, INC. 15,595 485K -162 -1.0% 8Q SEC ↗
21 OSAIC HOLDINGS, INC. 11,226 349K +3,014 +36.7% 6Q SEC ↗
22 Keating Financial Advisory Services, I 11,175 348K +407 +3.8% 3Q SEC ↗
23 COMMONWEALTH EQUITY SERVICES, LLC 10,859 338K +2,247 +26.1% 3Q SEC ↗
24 ENVESTNET ASSET MANAGEMENT INC 9,501 296K +717 +8.2% 2Q SEC ↗
25 CRUX WEALTH ADVISORS 8,784 273K +823 +10.3% 3Q SEC ↗
26 LPL Financial LLC NEW 7,734 241K — +0.0% 1Q SEC ↗
27 Wealthcare Advisory Partners LLC NEW 7,388 230K — +0.0% 1Q SEC ↗
28 CARY STREET PARTNERS FINANCIAL LLC 7,298 227K — +0.0% 2Q SEC ↗
29 WEALTHGARDEN F.S. LLC 7,016 218K -106 -1.5% 3Q SEC ↗
30 Cambridge Investment Research Advisors NEW 6,907 215K — +0.0% 1Q SEC ↗
31 Kingsview Wealth Management, LLC 6,754 210K -726 -9.7% 4Q SEC ↗
32 Blue Trust, Inc. 6,191 193K -3,567 -36.6% 7Q SEC ↗
33 WealthShield Partners, LLC 3,800 118K — +0.0% 7Q SEC ↗
34 Farther Finance Advisors, LLC 2,772 86K -33,003 -92.3% 5Q SEC ↗
35 WOODARD & CO ASSET MANAGEMENT GROUP IN 900 28K -100 -10.0% 8Q SEC ↗
36 Caitlin John, LLC 665 21K -67 -9.2% 4Q SEC ↗
37 Sunbelt Securities, Inc. 393 12K +33 +9.2% 3Q SEC ↗
38 IFP Advisors, Inc 353 11K -50 -12.4% 5Q SEC ↗
39 Bullseye Investment Management, LLC 159 5K -10 -5.9% 1Q SEC ↗
40 Archer Investment Corp 0 0K -253 -100.0% 1Q SEC ↗
41 Allworth Financial LP 0 0K -1,600 -100.0% 4Q SEC ↗
42 JANE STREET GROUP, LLC 0 0K -7,735 -100.0% 1Q SEC ↗
43 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 0K -16,460 -100.0% 1Q SEC ↗
44 BLUE BELL PRIVATE WEALTH MANAGEMENT, L 0 0K -200 -100.0% 4Q SEC ↗
45 TABLEAUX LLC 0 0K -8,030 -100.0% 3Q SEC ↗

Recent Activity

New Positions (3)
Sold Out (6)
Biggest Increases (19)
HolderAddedChange %Total Shares
Clear Creek Financial Management, L +48,165 +57.9% 131,292
CENTAURUS FINANCIAL, INC. +38,288 +29.1% 169,654
ARQ WEALTH ADVISORS, LLC +6,662 +46.8% 20,901
Mutual Advisors, LLC +5,011 +4.0% 130,534
CITADEL ADVISORS LLC +4,932 +30.2% 21,261
Cetera Investment Advisers +3,487 +3.0% 119,706
MTM FINANCIAL GROUP, LLC +3,379 +3.3% 107,067
Pallas Capital Advisors LLC +3,187 +1.3% 257,923
OSAIC HOLDINGS, INC. +3,014 +36.7% 11,226
Kestra Advisory Services, LLC +2,506 +16.8% 17,403
COMMONWEALTH EQUITY SERVICES, LLC +2,247 +26.1% 10,859
RAYMOND JAMES FINANCIAL INC +1,934 +1.5% 132,804
Brookstone Capital Management +1,810 +7.3% 26,722
INDEPENDENT FINANCIAL GROUP, LLC +1,138 +3.6% 32,956
CRUX WEALTH ADVISORS +823 +10.3% 8,784
ENVESTNET ASSET MANAGEMENT INC +717 +8.2% 9,501
Keating Financial Advisory Services +407 +3.8% 11,175
SIGNATURE ESTATE & INVESTMENT ADVIS +98 +0.2% 48,112
Sunbelt Securities, Inc. +33 +9.2% 393
Biggest Decreases (13)
HolderReducedChange %Total Shares
Farther Finance Advisors, LLC -33,003 -92.3% 2,772
CAPTRUST FINANCIAL ADVISORS -8,836 -7.6% 107,565
Blue Trust, Inc. -3,567 -36.6% 6,191
NewEdge Wealth, LLC -1,640 -6.7% 22,955
Kingsview Wealth Management, LLC -726 -9.7% 6,754
AE Wealth Management LLC -281 -1.5% 18,552
HARBOUR INVESTMENTS, INC. -162 -1.0% 15,595
WEALTHGARDEN F.S. LLC -106 -1.5% 7,016
Beacon Pointe Advisors, LLC -100 -0.5% 19,120
WOODARD & CO ASSET MANAGEMENT GROUP -100 -10.0% 900
Caitlin John, LLC -67 -9.2% 665
IFP Advisors, Inc -50 -12.4% 353
Bullseye Investment Management, LLC -10 -5.9% 159

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