BUFB Institutional Ownership & Shareholders
INNOVATOR LADD ALLO BUFF ETF (BUFB) is currently held by 90 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $211.14M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of BUFB tracked by InsiderSet, reporting ownership valued at approximately $18.86M in its June 30, 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 $19.22M, representing an estimated gain of +1.88% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed BUFB value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Lpl Financial Llc, Capital Wealth Management, Llc, 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
90
Total Reported Value
$211.14M
Largest Holder
Raymond James Financial Inc
Largest Position
$18.86M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
105
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.01% | 479,885 | $18,864,279 | $19,219,394 | +$355,115 | +1.88% | |
| Lpl Financial Llc | 0.00% | 457,665 | $17,990,797 | $18,329,483 | +$338,686 | +1.88% | |
| Capital Wealth Management, Llc | 2.32% | 252,553 | $10,173,593 | $10,114,748 | -$58,845 | -0.58% | |
| Envestnet Asset Management Inc | 0.00% | 253,024 | $9,946,373 | $10,133,611 | +$187,238 | +1.88% | |
| Gwn Securities Inc. | 1.54% | 234,909 | $9,234,286 | $9,408,105 | +$173,819 | +1.88% | |
| Syntegra Private Wealth Group, Llc | 0.63% | 204,455 | $8,236,073 | $8,188,423 | -$47,650 | -0.58% | |
| Osaic Holdings, Inc. | 0.01% | 203,026 | $7,980,834 | $8,131,191 | +$150,357 | +1.88% | |
| Diversify Advisory Services, Llc | 0.12% | 196,524 | $7,974,963 | $7,870,786 | -$104,177 | -1.31% | |
| Diversify Wealth Management, Llc | 0.12% | 196,524 | $7,974,963 | $7,870,786 | -$104,177 | -1.31% | |
| Columbia Advisory Partners Llc | 4.08% | 183,317 | $7,384,559 | $7,341,846 | -$42,713 | -0.58% | |
| Commonwealth Equity Services, Llc | 0.01% | 166,540 | $6,708,730 | $6,669,927 | -$38,803 | -0.58% | |
| Cetera Investment Advisers | 0.01% | 169,322 | $6,656,048 | $6,781,346 | +$125,298 | +1.88% | |
| Sykon Capital Llc | 1.52% | 125,550 | $4,935,369 | $5,028,278 | +$92,909 | +1.88% | |
| Principal Securities, Inc. | 0.06% | 122,906 | $4,831,435 | $4,922,385 | +$90,950 | +1.88% | |
| Kfg Wealth Management, Llc | 0.50% | 115,306 | $4,644,872 | $4,618,005 | -$26,867 | -0.58% | |
| Encompass More Asset Management | 0.61% | 107,730 | $4,339,688 | $4,314,587 | -$25,102 | -0.58% | |
| Heritage Wealth Management, Inc. | 0.99% | 98,863 | $3,982,498 | $3,959,463 | -$23,035 | -0.58% | |
| Benson Wealth Management Inc | 3.65% | 92,290 | $3,627,920 | $3,696,214 | +$68,294 | +1.88% | |
| Brookstone Capital Management | 0.04% | 89,459 | $3,603,677 | $3,582,833 | -$20,844 | -0.58% | |
| Kathmere Capital Management, Llc | 0.15% | 77,386 | $3,117,340 | $3,099,309 | -$18,031 | -0.58% | |
| Optima Capital Llc | 1.23% | 76,870 | $3,096,554 | $3,078,644 | -$17,911 | -0.58% | |
| Rockefeller Capital Management L.P. | 0.00% | 76,625 | $3,012,129 | $3,068,831 | +$56,702 | +1.88% | |
| Susquehanna International Group, Llp | 0.00% | 70,509 | $2,771,709 | $2,823,885 | +$52,176 | +1.88% | |
| World Investment Advisors | 0.04% | 74,533 | $2,689,030 | $2,985,047 | +$296,017 | +11.01% | |
| Kingsview Wealth Management, Llc | 0.03% | 67,742 | $2,662,938 | $2,713,067 | +$50,129 | +1.88% | |
| Bedel Financial Consulting, Inc. | 0.23% | 61,726 | $2,426,436 | $2,472,126 | +$45,690 | +1.88% | |
| Agh Wealth Advisors, Llc | 1.39% | 59,305 | $2,388,983 | $2,375,165 | -$13,818 | -0.58% | |
| Wealthspire Retirement, Llc | 0.12% | 54,158 | $2,128,951 | $2,169,028 | +$40,077 | +1.88% | |
| Seros Financial, Llc | 1.02% | 49,865 | $2,008,712 | $1,997,093 | -$11,619 | -0.58% | |
| Caliber Wealth Management, Llc / Ks | 0.19% | 49,314 | $1,938,533 | $1,975,026 | +$36,493 | +1.88% | |
| Mml Investors Services, Llc | 0.00% | 49,284 | $1,937,354 | $1,973,824 | +$36,470 | +1.88% | |
| Kestra Advisory Services, Llc | 0.01% | 46,003 | $1,853,132 | $1,842,420 | -$10,712 | -0.58% | |
| Diligent Investors, Llc | 0.33% | 36,840 | $1,484,026 | $1,475,442 | -$8,584 | -0.58% | |
| Creativeone Wealth, Llc | 0.03% | 33,803 | $1,328,796 | $1,353,810 | +$25,014 | +1.88% | |
| Centaurus Financial, Inc. | 0.05% | 33,702 | $1,325,000 | $1,349,765 | +$24,765 | +1.87% | |
| Balance Wealth, Llc | 0.31% | 32,128 | $1,294,214 | $1,286,726 | -$7,488 | -0.58% | |
| Ofc Financial Planning, Llc | 1.07% | 30,766 | $1,209,411 | $1,232,178 | +$22,767 | +1.88% | |
| Old Mission Capital Llc | 0.03% | 30,306 | $1,191,328 | $1,213,755 | +$22,427 | +1.88% | |
| Visionary Wealth Advisors | 0.05% | 29,894 | $1,175,134 | $1,197,255 | +$22,121 | +1.88% | |
| Foronjy Financial Llc | 0.39% | 27,540 | $1,109,394 | $1,102,977 | -$6,417 | -0.58% | |
| Truist Financial Corp | 0.00% | 27,488 | $1,107,299 | $1,100,894 | -$6,405 | -0.58% | |
| Equitable Holdings, Inc. | 0.01% | 26,447 | $1,039,632 | $1,059,202 | +$19,570 | +1.88% | |
| Continuum Wealth Advisors, Llc | 0.33% | 25,380 | $1,022,383 | $1,016,469 | -$5,914 | -0.58% | |
| Atria Investments, Inc | 0.01% | 23,719 | $955,473 | $949,946 | -$5,527 | -0.58% | |
| Advisory Services Network, Llc | 0.01% | 23,962 | $941,946 | $959,678 | +$17,732 | +1.88% | |
| Curtis Advisory Group, Llc | 0.17% | 23,177 | $933,639 | $928,239 | -$5,400 | -0.58% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 23,597 | $927,598 | $945,060 | +$17,462 | +1.88% | |
| Private Advisor Group, Llc | 0.00% | 19,354 | $760,805 | $775,128 | +$14,323 | +1.88% | |
| 4J Wealth Management Llc | 0.34% | 18,406 | $741,449 | $737,160 | -$4,289 | -0.58% | |
| Capital Investment Advisory Services, Llc | 0.04% | 17,024 | $685,778 | $681,811 | -$3,967 | -0.58% |
Frequently asked questions about BUFB
Who are the largest institutional holders of BUFB?
The largest institutional holders of BUFB reported in the latest SEC Form 13F filings include Raymond James Financial Inc, Lpl Financial Llc, Capital Wealth Management, Llc, Envestnet Asset Management Inc, and Gwn Securities Inc.. InsiderSet ranks institutional holders by their latest reported BUFB position.
What is BUFB institutional ownership?
This page tracks BUFB positions reported by institutional investment managers through SEC Form 13F. INNOVATOR LADD ALLO BUFF ETF (BUFB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BUFB?
InsiderSet currently tracks 90 institutional managers reporting BUFB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BUFB shareholders.
How much BUFB stock do institutions own?
Institutional investment managers disclosed approximately $211.14M in BUFB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BUFB institutional ownership last updated?
The latest BUFB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BUFB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BUFB position after the reporting date.
Are institutions buying or selling BUFB?
Institutional buying and selling can be analyzed by comparing BUFB positions across consecutive 13F reporting periods. InsiderSet's BUFB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BUFB ownership changes.
How has BUFB institutional ownership changed over time?
InsiderSet tracks BUFB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.