Who Owns BUFB?
Innovator Laddered Allocation Buffer ETF — Institutional Ownership & 13F Holdings
$38.06
-0.09 (-0.22%)
Market Cap
$249.6M
Shares Outstanding
6,389,761
Institutional Holders
71
Total Inst. Value
$134.6M
% of Float Held
—
QoQ Holder Change
+40
Institutional data as of Q1 2025
New Positions
22
Closed Positions
7
Increased
24
Decreased
17
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Capital Asset Advisory Services LLC | $18.4M | 580,500 |
| 2 | AXXCESS WEALTH MANAGEMENT, LLC | $18.1M | 577,286 |
| 3 | OSAIC HOLDINGS, INC. | $8.5M | 271,175 |
| 4 | Seros Financial, LLCNew | $6.4M | 202,607 |
| 5 | 4J Wealth Management LLCNew | $6.3M | 201,453 |
| 6 | HighTower Advisors, LLC | $6.2M | 197,784 |
| 7 | Encompass More Asset ManagementNew | $5.3M | 167,469 |
| 8 | CAPITAL WEALTH MANAGEMENT, LLCNew | $4.9M | 155,534 |
| 9 | Syntegra Private Wealth Group, LLC | $4.7M | 151,099 |
| 10 | DIVERSIFY WEALTH MANAGEMENT, LLC | $4.5M | 145,225 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Capital Asset Advisory Services LLC | +101K | $18.4M |
| AXXCESS WEALTH MANAGEMENT, LLC | +109K | $18.1M |
| OSAIC HOLDINGS, INC. | +25K | $8.5M |
| Seros Financial, LLCNew | +203K | $6.4M |
| 4J Wealth Management LLCNew | +201K | $6.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Steward Partners Investment Advisory, LLC | -39K | $1.5M |
| Visionary Wealth Advisors | -15K | $2.2M |
| AE Wealth Management LLC | -11K | $123K |
| Bedel Financial Consulting, Inc. | -4K | $1K |
| INTEGRAL INVESTMENT ADVISORS, INC. | -2K | $327K |
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Frequently Asked Questions
How many institutional investors hold BUFB?
As of Q1 2025, 71 institutional investors report holding BUFB (Innovator Laddered Allocation Buffer ETF) in their 13F filings.
Which hedge fund owns the most BUFB?
The largest institutional holder of BUFB is Capital Asset Advisory Services LLC with $18.4M in shares.
Are institutions buying or selling BUFB?
This quarter, 22 institutions opened new positions in BUFB and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.