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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +27,038 | +160.7% | 43,868 | $2.31M | Q2 2026 | Sep 02, 2026 |
| Bernard Wealth Management Corp. | Buy | +1,999 | +77.7% | 4,572 | $240.85K | Q2 2026 | Aug 21, 2026 |
| Kingsview Wealth Management, Llc | Buy | +14,021 | +2.7% | 534,402 | $28.15M | Q2 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Sell | -8,565 | -14.2% | 51,821 | $2.73M | Q2 2026 | Aug 19, 2026 |
| Jdm Financial Group Llc | Buy | +41,001 | — | 41,001 | $2.16M | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +17,566 | +17.4% | 118,738 | $6.26M | Q2 2026 | Aug 18, 2026 |
| Orion Capital Management Llc | Buy | +478 | — | 478 | $25.18K | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Buy | +20,913 | — | 20,913 | $1.10M | Q2 2026 | Aug 17, 2026 |
| Triton Financial Group Inc | Sell | -6,805 | -52.6% | 6,131 | $322.98K | Q2 2026 | Aug 17, 2026 |
| Osaic Holdings, Inc. | Buy | +312,913 | +122.4% | 568,582 | $29.95M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +29,333 | +11.7% | 279,901 | $14.75M | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +14,476 | +6.2% | 246,563 | $12.99M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -7,247 | -42.7% | 9,722 | $512.15K | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Buy | +5,416 | — | 5,416 | $285.31K | Q2 2026 | Aug 14, 2026 |
| Glen Eagle Advisors, Llc | Sell | -4,059 | -7.6% | 49,308 | $2.60M | Q2 2026 | Aug 14, 2026 |
| Ameriflex Group, Inc. | Buy | +1,730 | — | 1,730 | $91.14K | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Buy | +461 | +0.3% | 152,508 | $8.03M | Q2 2026 | Aug 14, 2026 |
| Cofg Advisors, Llc | Buy | +200 | +3.1% | 6,649 | $350.27K | Q2 2026 | Aug 14, 2026 |
| Bellwether Advisors, Llc | Buy | +191 | +2.3% | 8,587 | $452.36K | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Buy | +3 | +0.1% | 4,327 | $227.95K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +261,085 | — | 261,085 | $13.75M | Q2 2026 | Aug 13, 2026 |
| Creativeone Wealth, Llc | Buy | +10,585 | +15.3% | 79,875 | $4.21M | Q2 2026 | Aug 13, 2026 |
| Visionary Wealth Advisors | Sell | -6,315 | -9.9% | 57,170 | $3.01M | Q2 2026 | Aug 13, 2026 |
| Seros Financial, Llc | Buy | +3,700 | +4.0% | 95,381 | $5.02M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +2,016 | +683.4% | 2,311 | $121.74K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +1,116 | +5.7% | 20,703 | $1.09M | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Buy | +908 | +4.4% | 21,493 | $1.13M | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | Buy | +750 | — | 750 | $39.51K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +576 | +654.5% | 664 | $34.95K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Buy | +27,383 | +4.3% | 658,695 | $34.70M | Q2 2026 | Aug 12, 2026 |
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.