INNOVATOR LADDERED ALLOCATIO (BUFF) Institutional Ownership Changes & 13F Activity

INNOVATOR LADDERED ALLOCATIO (BUFF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Osaic Holdings, Inc., Ubs Group Ag, Jdm Financial Group Llc, Raymond James Financial Inc, and Cetera Investment Advisers.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+27,038+160.7%43,868$2.31MQ2 2026Sep 02, 2026
Bernard Wealth Management Corp.Buy+1,999+77.7%4,572$240.85KQ2 2026Aug 21, 2026
Kingsview Wealth Management, LlcBuy+14,021+2.7%534,402$28.15MQ2 2026Aug 19, 2026
Mercer Global Advisors IncSell-8,565-14.2%51,821$2.73MQ2 2026Aug 19, 2026
Jdm Financial Group LlcBuy+41,00141,001$2.16MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+17,566+17.4%118,738$6.26MQ2 2026Aug 18, 2026
Orion Capital Management LlcBuy+478478$25.18KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Buy+20,91320,913$1.10MQ2 2026Aug 17, 2026
Triton Financial Group IncSell-6,805-52.6%6,131$322.98KQ2 2026Aug 17, 2026
Osaic Holdings, Inc.Buy+312,913+122.4%568,582$29.95MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+29,333+11.7%279,901$14.75MQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+14,476+6.2%246,563$12.99MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-7,247-42.7%9,722$512.15KQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+5,4165,416$285.31KQ2 2026Aug 14, 2026
Glen Eagle Advisors, LlcSell-4,059-7.6%49,308$2.60MQ2 2026Aug 14, 2026
Ameriflex Group, Inc.Buy+1,7301,730$91.14KQ2 2026Aug 14, 2026
World Investment AdvisorsBuy+461+0.3%152,508$8.03MQ2 2026Aug 14, 2026
Cofg Advisors, LlcBuy+200+3.1%6,649$350.27KQ2 2026Aug 14, 2026
Bellwether Advisors, LlcBuy+191+2.3%8,587$452.36KQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+3+0.1%4,327$227.95KQ2 2026Aug 14, 2026
Ubs Group AgBuy+261,085261,085$13.75MQ2 2026Aug 13, 2026
Creativeone Wealth, LlcBuy+10,585+15.3%79,875$4.21MQ2 2026Aug 13, 2026
Visionary Wealth AdvisorsSell-6,315-9.9%57,170$3.01MQ2 2026Aug 13, 2026
Seros Financial, LlcBuy+3,700+4.0%95,381$5.02MQ2 2026Aug 13, 2026
Morgan StanleyBuy+2,016+683.4%2,311$121.74KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+1,116+5.7%20,703$1.09MQ2 2026Aug 13, 2026
Captrust Financial AdvisorsBuy+908+4.4%21,493$1.13MQ2 2026Aug 13, 2026
Silver Grove Financial Group, Inc.Buy+750750$39.51KQ2 2026Aug 13, 2026
Fmr LlcBuy+576+654.5%664$34.95KQ2 2026Aug 13, 2026
Cetera Investment AdvisersBuy+27,383+4.3%658,695$34.70MQ2 2026Aug 12, 2026
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Frequently asked questions about BUFF activity

  • Which institutional owners are buying BUFF?

    Institutional owners buying BUFF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BUFF activity?

    "Buy" means an investor increased their reported position in BUFF compared to the prior reporting period. This reflects growing exposure to INNOVATOR LADDERED ALLOCATIO (BUFF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BUFF increasing?

    Institutional interest in BUFF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.