INNOVATOR LADD ALLO BUFF ETF (BUFB) Institutional Shareholders
INNOVATOR LADD ALLO BUFF ETF (BUFB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $162.94M in BUFB holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of BUFB tracked by InsiderSet, reporting ownership valued at approximately $13.77M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $15.41M, representing an estimated gain of +11.89% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% of the total disclosed BUFB value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Hightower Advisors, Llc, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in INNOVATOR LADD ALLO BUFF ETF (BUFB).
This page ranks the largest institutional BUFB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
86
Total Reported Value
$162.94M
Largest Holder
Lpl Financial Llc
Largest Position
$13.77M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
93
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 383,596 | $13,774,919 | $15,412,887 | +$1,637,968 | +11.89% | |
| Hightower Advisors, Llc | 0.01% | 290,949 | $10,447,979 | $11,690,331 | +$1,242,352 | +11.89% | |
| Envestnet Asset Management Inc | 0.00% | 253,024 | $9,946,373 | $10,166,504 | +$220,131 | +2.21% | |
| Capital Wealth Management, Llc | 2.23% | 235,709 | $9,265,721 | $9,470,788 | +$205,067 | +2.21% | |
| Gwn Securities Inc. | 1.57% | 228,016 | $8,188,067 | $9,161,683 | +$973,616 | +11.89% | |
| Diversify Wealth Management, Llc | 0.13% | 200,219 | $7,843,619 | $8,044,799 | +$201,180 | +2.56% | |
| Syntegra Private Wealth Group, Llc | 0.58% | 191,269 | $7,518,784 | $7,685,188 | +$166,404 | +2.21% | |
| Columbia Advisory Partners Llc | 4.08% | 188,191 | $7,397,788 | $7,561,514 | +$163,726 | +2.21% | |
| Commonwealth Equity Services, Llc | 0.01% | 168,722 | $6,632,460 | $6,779,250 | +$146,790 | +2.21% | |
| Cetera Investment Advisers | 0.01% | 166,140 | $5,966,087 | $6,675,505 | +$709,418 | +11.89% | |
| Osaic Holdings, Inc. | 0.01% | 163,624 | $5,875,659 | $6,574,412 | +$698,753 | +11.89% | |
| Principal Securities, Inc. | 0.06% | 122,906 | $4,831,435 | $4,938,363 | +$106,928 | +2.21% | |
| Kfg Wealth Management, Llc | 0.51% | 115,479 | $4,539,479 | $4,639,946 | +$100,467 | +2.21% | |
| Brookstone Capital Management | 0.04% | 111,396 | $4,378,977 | $4,475,891 | +$96,914 | +2.21% | |
| Encompass More Asset Management | 0.49% | 85,704 | $3,369,024 | $3,443,587 | +$74,563 | +2.21% | |
| Heritage Wealth Management, Inc. | 0.83% | 85,010 | $3,341,743 | $3,415,702 | +$73,959 | +2.21% | |
| Kathmere Capital Management, Llc | 0.17% | 80,399 | $3,160,485 | $3,230,432 | +$69,947 | +2.21% | |
| Optima Capital Llc | 1.18% | 75,844 | $2,981,428 | $3,047,412 | +$65,984 | +2.21% | |
| World Investment Advisors | 0.05% | 78,496 | $2,818,793 | $3,153,969 | +$335,176 | +11.89% | |
| Rockefeller Capital Management L.P. | 0.00% | 72,743 | $2,612,201 | $2,922,814 | +$310,613 | +11.89% | |
| Bedel Financial Consulting, Inc. | 0.23% | 61,726 | $2,426,436 | $2,480,151 | +$53,715 | +2.21% | |
| Wealthspire Retirement, Llc | 0.13% | 58,358 | $2,095,636 | $2,344,824 | +$249,188 | +11.89% | |
| Caliber Wealth Management, Llc / Ks | 0.19% | 49,314 | $1,938,533 | $1,981,437 | +$42,904 | +2.21% | |
| Kestra Advisory Services, Llc | 0.01% | 47,464 | $1,865,810 | $1,907,104 | +$41,294 | +2.21% | |
| Seros Financial, Llc | 1.12% | 48,854 | $1,754,354 | $1,962,954 | +$208,600 | +11.89% | |
| Kingsview Wealth Management, Llc | 0.02% | 45,256 | $1,625,143 | $1,818,386 | +$193,243 | +11.89% | |
| Raymond James Financial Inc | 0.00% | 42,160 | $1,513,966 | $1,693,989 | +$180,023 | +11.89% | |
| Diligent Investors, Llc | 0.33% | 38,160 | $1,500,070 | $1,533,269 | +$33,199 | +2.21% | |
| Mml Investors Services, Llc | 0.00% | 40,696 | $1,461,393 | $1,635,165 | +$173,772 | +11.89% | |
| Balance Wealth, Llc | 0.34% | 32,371 | $1,272,504 | $1,300,667 | +$28,163 | +2.21% | |
| Ofc Financial Planning, Llc | 1.18% | 33,529 | $1,204,026 | $1,347,195 | +$143,169 | +11.89% | |
| Creativeone Wealth, Llc | 0.03% | 33,074 | $1,187,687 | $1,328,913 | +$141,226 | +11.89% | |
| Visionary Wealth Advisors | 0.05% | 30,720 | $1,103,156 | $1,234,330 | +$131,174 | +11.89% | |
| Foronjy Financial Llc | 0.38% | 26,118 | $1,026,699 | $1,049,421 | +$22,722 | +2.21% | |
| Continuum Wealth Advisors, Llc | 0.34% | 25,380 | $997,688 | $1,019,768 | +$22,080 | +2.21% | |
| Atria Investments, Inc | 0.01% | 23,962 | $941,946 | $962,793 | +$20,847 | +2.21% | |
| Curtis Advisory Group, Llc | 0.18% | 23,177 | $911,088 | $931,252 | +$20,164 | +2.21% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 23,702 | $851,139 | $952,346 | +$101,207 | +11.89% | |
| 4J Wealth Management Llc | 0.37% | 19,354 | $760,806 | $777,644 | +$16,838 | +2.21% | |
| Private Advisor Group, Llc | 0.00% | 19,354 | $760,805 | $777,644 | +$16,839 | +2.21% | |
| Truist Financial Corp | 0.00% | 18,970 | $745,711 | $762,215 | +$16,504 | +2.21% | |
| Rfg Advisory, Llc | 0.01% | 17,300 | $680,063 | $695,114 | +$15,051 | +2.21% | |
| Capital Investment Advisory Services, Llc | 0.04% | 16,334 | $642,090 | $656,300 | +$14,210 | +2.21% | |
| Mkd Wealth Coaches, Llc | 0.53% | 15,740 | $618,739 | $632,433 | +$13,694 | +2.21% | |
| Integral Investment Advisors, Inc. | 0.11% | 12,250 | $481,548 | $492,205 | +$10,657 | +2.21% | |
| Harvest Investment Services, Llc | 0.08% | 12,882 | $462,593 | $517,599 | +$55,006 | +11.89% | |
| Daymark Wealth Partners, Llc | 0.01% | 11,763 | $462,386 | $472,637 | +$10,251 | +2.22% | |
| Simplicity Wealth,Llc | 0.02% | 12,246 | $439,754 | $492,044 | +$52,290 | +11.89% | |
| Western Wealth Management, Llc | 0.02% | 12,132 | $435,659 | $487,464 | +$51,805 | +11.89% | |
| Advisory Services Network, Llc | 0.01% | 11,687 | $419,680 | $469,584 | +$49,904 | +11.89% |
Frequently asked questions about BUFB
Who owns the most BUFB stock?
The largest holders of BUFB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNOVATOR LADD ALLO BUFF ETF (BUFB).
Is BUFB widely held by superinvestors?
Many widely followed stocks like BUFB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BUFB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.