Who Owns Innovator Laddered Allocation Buffer ETF (BUFB)?Hedge Fund & Institutional Holders

$36.18-0.06 (-0.17%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.10001000080898e+175T

% of Float Held

—

QoQ Change in Holders

+15 / -5

Price History

$28.75$30.85$32.94$35.04$37.14Sep 24Jun 25Mar 26

BUFB — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Seros Financial, LLCNew Position+221K+$8.1M
ENVESTNET ASSET MANAGEMENT INCNew Position+221K+$8.0M
GWN SECURITIES INC.New Position+216K+$7.9M
Syntegra Private Wealth Group, LLCNew Position+189K+$6.9M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+165K+$6.0M
COLUMBIA ADVISORY PARTNERS LLCNew Position+142K+$5.2M
Kathmere Capital Management, LLCNew Position+83K+$3.0M
Rockefeller Capital Management L.P.New Position+92K+$3.0M
Heritage Wealth Management, Inc.New Position+69K+$2.5M
OPTIMA CAPITAL LLCNew Position+61K+$2.2M
Encompass More Asset ManagementNew Position+38K+$1.4M
Balance Wealth, LLCNew Position+36K+$1.3M
CONTINUUM WEALTH ADVISORS, LLCNew Position+25K+$931K
4J Wealth Management LLCNew Position+22K+$800K
TRUIST FINANCIAL CORPNew Position+20K+$742K

BUFB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Capital Asset Advisory Services LLCDecreased-436K-$16.2B
AXXCESS WEALTH MANAGEMENT, LLCDecreased-435K-$16.2B
OSAIC HOLDINGS, INC.Decreased-9K-$6.5B
KFG WEALTH MANAGEMENT, LLCDecreased-3K-$4.2B
Diligent Investors, LLCDecreased-815-$1.5B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-27K-$965.6M
Independent Wealth Network Inc.Closed Position-22K-$779.4M
RFG Advisory, LLCDecreased-545-$724.8M
CITADEL ADVISORS LLCClosed Position-13K-$451.3M
VestGen Advisors, LLCDecreased-4K-$386.6M
Atria Investments, IncDecreased-212-$346.1M
Advisory Services Network, LLCDecreased-212-$346.1M
IBEX WEALTH ADVISORSClosed Position-7K-$257.9M
Triumph Capital ManagementClosed Position-2K-$72.8M
HARBOUR INVESTMENTS, INC.Decreased-1K-$65.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC323,228$11.0M0.00%Share
2HighTower Advisors, LLC275,965$10.0M0.01%Share
3Seros Financial, LLC220,808$8.1M4.74%Share
4ENVESTNET ASSET MANAGEMENT INC221,348$8.0M0.00%Share
5GWN SECURITIES INC.216,226$7.9M1.60%Share
6CAPITAL WEALTH MANAGEMENT, LLC191,320$7.0M2.26%Share
7Syntegra Private Wealth Group, LLC189,195$6.9M0.64%Share
8DIVERSIFY WEALTH MANAGEMENT, LLC181,796$6.7M0.31%Share
9OSAIC HOLDINGS, INC.174,388$6.0M0.01%Share
10COMMONWEALTH EQUITY SERVICES, LLC164,691$6.0M0.01%Share
11COLUMBIA ADVISORY PARTNERS LLC141,548$5.2M3.53%Share
12Cetera Investment Advisers142,172$5.0M0.01%Share
13KFG WEALTH MANAGEMENT, LLC114,526$4.2M0.56%Share
14Kathmere Capital Management, LLC83,167$3.0M0.21%Share
15Rockefeller Capital Management L.P.92,128$3.0M0.01%Share
16Wealthspire Retirement, LLC75,794$2.8M0.17%Share
17World Investment Advisors77,745$2.6M0.05%Share
18Heritage Wealth Management, Inc.68,843$2.5M0.70%Share
19OPTIMA CAPITAL LLC61,021$2.2M0.97%Share
20Cambridge Investment Research Advisors, Inc.71,612$2.0M0.01%Share
21PRINCIPAL SECURITIES, INC.76,804$2.0M0.03%Share
22Bedel Financial Consulting, Inc.51,151$1.9M0.20%Share
23Diligent Investors, LLC41,627$1.5M0.38%Share
24Encompass More Asset Management37,584$1.4M0.25%Share
25Balance Wealth, LLC35,809$1.3M0.42%Share
26Visionary Wealth Advisors34,331$1.3M0.06%Share
27OFC FINANCIAL PLANNING, LLC33,566$1.2M1.17%Share
28Kingsview Wealth Management, LLC29,329$1.0M0.01%Share
29CreativeOne Wealth, LLC33,006$1.0M0.02%Share
30MML INVESTORS SERVICES, LLC36,456$1.0M0.00%Share
31CENTAURUS FINANCIAL, INC.31,556$1.0M0.05%Share
32Kestra Advisory Services, LLC32,602$1.0M0.00%Share
33RAYMOND JAMES FINANCIAL INC28,840$1.0M0.00%Share
34CONTINUUM WEALTH ADVISORS, LLC25,421$931K0.36%Share
35Curtis Advisory Group, LLC23,177$849K0.18%Share
364J Wealth Management LLC21,854$800K0.46%Share
37TRUIST FINANCIAL CORP20,262$742K0.00%Share
38RFG Advisory, LLC19,755$723K0.01%Share
39FORONJY FINANCIAL LLC18,950$694K0.29%Share
40DAYMARK WEALTH PARTNERS, LLC18,140$664K0.02%Share
41AXXCESS WEALTH MANAGEMENT, LLC17,742$649K0.00%Share
42Capital Asset Advisory Services LLC17,007$627K0.03%Share
43MKD WEALTH COACHES, LLC15,740$576K0.58%Share
44CALIBER WEALTH MANAGEMENT, LLC / KS13,111$480K0.05%Share
45Brookstone Capital Management13,106$480K0.01%Share
46OLD MISSION CAPITAL LLC12,892$472K0.01%Share
47Harvest Investment Services, LLC12,882$471K0.09%Share
48Simplicity Wealth,LLC12,714$465K0.03%Share
49INTEGRAL INVESTMENT ADVISORS, INC.12,650$463K0.11%Share
50Vantage Financial Partners, LLC12,434$455K0.09%Share

BUFB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202583$140.2M+38
Q3 202545$105.2B-30
Q2 202575$135.0B+4
Q1 202571$149.0B+15
Q4 202456$26.0T+16
Q3 202440$39.7T+3
Q2 202437$26.5T+6
Q1 202431$14.5T—

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As of Q4 2025, 50 institutional investors hold BUFB (Innovator Laddered Allocation Buffer ETF). The largest holder is LPL Financial LLC with $11.0M in shares. This quarter, 15 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own BUFB?

As of Q4 2025, 50 institutional investors report holding BUFB (Innovator Laddered Allocation Buffer ETF) in their 13F filings.

Who is the largest institutional holder of BUFB?

The largest institutional holder of BUFB is LPL Financial LLC with $11.0M in shares.

Is institutional ownership of BUFB increasing or decreasing?

This quarter, 15 institutions opened new positions in BUFB and 5 closed their positions.