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

$8.08900079210007e+282T

% of Float Held

—

QoQ Change in Holders

+13 / -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+$8.1B
GWN SECURITIES INC.New Position+216K+$7.9B
Syntegra Private Wealth Group, LLCNew Position+189K+$6.9B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+165K+$6.0B
COLUMBIA ADVISORY PARTNERS LLCNew Position+142K+$5.2B
Kathmere Capital Management, LLCNew Position+83K+$3.0B
Rockefeller Capital Management L.P.New Position+92K+$3.0B
Heritage Wealth Management, Inc.New Position+69K+$2.5B
OPTIMA CAPITAL LLCNew Position+61K+$2.2B
Encompass More Asset ManagementNew Position+38K+$1.4B
DIVERSIFY WEALTH MANAGEMENT, LLCIncreased+33K+$1.3B
Balance Wealth, LLCNew Position+36K+$1.3B
CONTINUUM WEALTH ADVISORS, LLCNew Position+25K+$931.0M
CAPITAL WEALTH MANAGEMENT, LLCIncreased+20K+$883.3M
4J Wealth Management LLCNew Position+22K+$800.0M

BUFB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Capital Asset Advisory Services LLCDecreased-436K-$16.2B
AXXCESS WEALTH MANAGEMENT, LLCDecreased-435K-$16.2B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-27K-$965.6M
Independent Wealth Network Inc.Closed Position-22K-$779.4M
RFG Advisory, LLCDecreased-545-$724.8M
OSAIC HOLDINGS, INC.Decreased-9K-$491.9M
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
Triumph Capital ManagementClosed Position-2K-$72.8M
HARBOUR INVESTMENTS, INC.Decreased-1K-$65.9M
CENTAURUS FINANCIAL, INC.Decreased-4K-$284K
IBEX WEALTH ADVISORSClosed Position-7K-$257K
MORGAN STANLEYDecreased-206-$9K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Seros Financial, LLC220,808$8.1B4.74%Share
2GWN SECURITIES INC.216,226$7.9B1.60%Share
3CAPITAL WEALTH MANAGEMENT, LLC191,320$7.0B2.26%Share
4Syntegra Private Wealth Group, LLC189,195$6.9B0.64%Share
5DIVERSIFY WEALTH MANAGEMENT, LLC181,796$6.7B0.31%Share
6OSAIC HOLDINGS, INC.174,388$6.0B8.77%Share
7COMMONWEALTH EQUITY SERVICES, LLC164,691$6.0B8.00%Share
8COLUMBIA ADVISORY PARTNERS LLC141,548$5.2B3.53%Share
9KFG WEALTH MANAGEMENT, LLC114,526$4.2B0.56%Share
10Kathmere Capital Management, LLC83,167$3.0B0.21%Share
11Rockefeller Capital Management L.P.92,128$3.0B5.40%Share
12Wealthspire Retirement, LLC75,794$2.8B0.17%Share
13Heritage Wealth Management, Inc.68,843$2.5B0.70%Share
14OPTIMA CAPITAL LLC61,021$2.2B0.97%Share
15Encompass More Asset Management37,584$1.4B0.25%Share
16Balance Wealth, LLC35,809$1.3B0.42%Share
17Visionary Wealth Advisors34,331$1.3B0.06%Share
18CreativeOne Wealth, LLC33,006$1.0B0.02%Share
19RAYMOND JAMES FINANCIAL INC28,840$1.0B0.31%Share
20CONTINUUM WEALTH ADVISORS, LLC25,421$931.0M0.36%Share
214J Wealth Management LLC21,854$800.0M0.46%Share
22FORONJY FINANCIAL LLC18,950$694.0M0.29%Share
23CALIBER WEALTH MANAGEMENT, LLC / KS13,111$480.0M0.05%Share
24OLD MISSION CAPITAL LLC12,892$472.0M0.01%Share
25Simplicity Wealth,LLC12,714$465.0M0.03%Share
26INTEGRAL INVESTMENT ADVISORS, INC.12,650$463.0M0.11%Share
27Vantage Financial Partners, LLC12,434$455.0M0.09%Share
28CHAPMAN FINANCIAL GROUP, LLC9,155$335.0M0.23%Share
29INTEGRITY ALLIANCE, LLC.7,629$279.0M0.01%Share
30Capital Investment Advisory Services, LLC7,239$265.0M0.02%Share
31D.B. Root & Company, LLC7,194$263.0M0.06%Share
32Capital Investment Advisors, LLC5,880$215.0M3.27%Share
33BLVD Private Wealth, LLC5,559$203.0M0.18%Share
34AdvisorNet Financial, Inc4,100$150.0M0.01%Share
35DHJJ Financial Advisors, Ltd.2,261$82.0M0.03%Share
36CoreCap Advisors, LLC1,388$50.0M0.00%Share
37CREATIVE FINANCIAL DESIGNS INC /ADV1,000$36.0M0.00%Share
38LPL Financial LLC323,228$11.0M0.00%Share
39HighTower Advisors, LLC275,965$10.0M0.01%Share
40ENVESTNET ASSET MANAGEMENT INC221,348$8.0M0.00%Share
41Cetera Investment Advisers142,172$5.0M0.01%Share
42World Investment Advisors77,745$2.6M0.05%Share
43PRINCIPAL SECURITIES, INC.76,804$2.0M0.03%Share
44Cambridge Investment Research Advisors, Inc.71,612$2.0M0.01%Share
45Bedel Financial Consulting, Inc.51,151$1.9M0.20%Share
46Diligent Investors, LLC41,627$1.5M0.38%Share
47OFC FINANCIAL PLANNING, LLC33,566$1.2M1.17%Share
48CENTAURUS FINANCIAL, INC.31,556$1.0M0.05%Share
49Kingsview Wealth Management, LLC29,329$1.0M0.01%Share
50Kestra Advisory Services, LLC32,602$1.0M0.00%Share

BUFB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202583$84.3B+38
Q3 202545$97.6B-30
Q2 202575$128.6B+4
Q1 202571$142.0B+15
Q4 202456$18.0T+16
Q3 202440$27.7T+3
Q2 202437$19.3T+6
Q1 202431$858.5T—

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As of Q4 2025, 50 institutional investors hold BUFB (Innovator Laddered Allocation Buffer ETF). The largest holder is Seros Financial, LLC with $8.1B in shares. This quarter, 13 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 Seros Financial, LLC with $8.1B in shares.

Is institutional ownership of BUFB increasing or decreasing?

This quarter, 13 institutions opened new positions in BUFB and 5 closed their positions.