BUFF Institutional Ownership & Shareholders
INNOVATOR LADDERED ALLOCATIO (BUFF) is currently held by 157 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $671.42M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of BUFF tracked by InsiderSet, reporting ownership valued at approximately $102.64M 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 $104.57M, representing an estimated gain of +1.88% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed BUFF value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Envestnet Asset Management Inc, Cetera Investment Advisers, and several other long-term asset managers with concentrated positions in INNOVATOR LADDERED ALLOCATIO (BUFF).
This page ranks the largest institutional BUFF 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
157
Total Reported Value
$671.42M
Largest Holder
Lpl Financial Llc
Largest Position
$102.64M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.02% | 1,948,392 | $102,641,304 | $104,570,199 | +$1,928,895 | +1.88% | |
| Envestnet Asset Management Inc | 0.01% | 1,175,856 | $61,944,094 | $63,108,192 | +$1,164,098 | +1.88% | |
| Cetera Investment Advisers | 0.03% | 658,695 | $34,700,077 | $35,352,161 | +$652,084 | +1.88% | |
| Osaic Holdings, Inc. | 0.04% | 568,582 | $29,952,928 | $30,515,796 | +$562,868 | +1.88% | |
| Kingsview Wealth Management, Llc | 0.34% | 534,402 | $28,152,297 | $28,681,355 | +$529,058 | +1.88% | |
| Prasad Wealth Partners, Llc | 5.21% | 410,619 | $21,631,425 | $22,037,922 | +$406,497 | +1.88% | |
| Collaborative Wealth Managment Inc. | 8.85% | 399,153 | $21,027,359 | $21,422,542 | +$395,183 | +1.88% | |
| Lifewealth Investments, Llc | 5.84% | 389,976 | $21,011,907 | $20,930,012 | -$81,895 | -0.39% | |
| Holos Integrated Wealth Llc | 9.00% | 369,839 | $20,023,078 | $19,849,259 | -$173,819 | -0.87% | |
| Janney Montgomery Scott Llc | 0.04% | 357,980 | $18,858,000 | $19,212,787 | +$354,787 | +1.88% | |
| Raymond James Financial Inc | 0.00% | 279,901 | $14,745,185 | $15,022,287 | +$277,102 | +1.88% | |
| Ubs Group Ag | 0.00% | 261,085 | $13,753,958 | $14,012,432 | +$258,474 | +1.88% | |
| Mutual Advisors, Llc | 0.24% | 246,563 | $12,988,939 | $13,233,036 | +$244,097 | +1.88% | |
| Buska Wealth Management, Llc | 4.32% | 233,118 | $12,560,387 | $12,511,443 | -$48,944 | -0.39% | |
| Commonwealth Equity Services, Llc | 0.01% | 224,575 | $11,830,614 | $12,052,940 | +$222,326 | +1.88% | |
| Quadcap Wealth Management, Llc | 1.03% | 200,096 | $10,541,057 | $10,739,152 | +$198,095 | +1.88% | |
| Kestra Advisory Services, Llc | 0.03% | 185,124 | $9,752,332 | $9,935,605 | +$183,273 | +1.88% | |
| Harbour Investments, Inc. | 0.11% | 155,941 | $8,214,984 | $8,369,353 | +$154,369 | +1.88% | |
| World Investment Advisors | 0.13% | 152,508 | $8,032,994 | $8,185,104 | +$152,110 | +1.89% | |
| Kfg Wealth Management, Llc | 0.81% | 138,908 | $7,484,363 | $7,455,192 | -$29,171 | -0.39% | |
| Gwn Securities Inc. | 1.17% | 133,359 | $7,025,345 | $7,157,378 | +$132,033 | +1.88% | |
| Caliber Wealth Management, Llc / Ks | 0.62% | 121,964 | $6,425,064 | $6,545,808 | +$120,744 | +1.88% | |
| Beacon Pointe Advisors, Llc | 0.03% | 118,738 | $6,255,134 | $6,372,668 | +$117,534 | +1.88% | |
| Core Wealth Advisors, Inc. | 1.16% | 110,011 | $5,795,379 | $5,904,290 | +$108,911 | +1.88% | |
| Mml Investors Services, Llc | 0.01% | 109,605 | $5,773,991 | $5,882,500 | +$108,509 | +1.88% | |
| Seros Financial, Llc | 2.75% | 100,346 | $5,406,649 | $5,385,570 | -$21,079 | -0.39% | |
| Forvis Mazars Wealth Advisors, Llc | 0.09% | 97,149 | $5,234,389 | $5,213,987 | -$20,402 | -0.39% | |
| Merit Financial Group, Llc | 0.03% | 88,808 | $4,678,419 | $4,766,325 | +$87,906 | +1.88% | |
| Garden State Investment Advisory Services Llc | 0.92% | 88,802 | $4,678,090 | $4,766,003 | +$87,913 | +1.88% | |
| Creativeone Wealth, Llc | 0.09% | 79,875 | $4,207,815 | $4,286,891 | +$79,076 | +1.88% | |
| Columbia Advisory Partners Llc | 2.20% | 74,067 | $3,990,714 | $3,975,176 | -$15,538 | -0.39% | |
| Axxcess Wealth Management, Llc | 0.13% | 59,105 | $3,184,552 | $3,172,165 | -$12,387 | -0.39% | |
| Visionary Wealth Advisors | 0.12% | 57,170 | $3,011,716 | $3,068,314 | +$56,598 | +1.88% | |
| Wealthcare Advisory Partners Llc | 0.05% | 55,329 | $2,981,127 | $2,969,507 | -$11,620 | -0.39% | |
| Independent Financial Group, Llc | 0.05% | 52,375 | $2,821,975 | $2,810,966 | -$11,009 | -0.39% | |
| Southland Equity Partners Llc | 0.47% | 50,712 | $2,732,363 | $2,721,713 | -$10,650 | -0.39% | |
| Mercer Global Advisors Inc | 0.00% | 51,821 | $2,729,930 | $2,781,233 | +$51,303 | +1.88% | |
| Comprehensive Financial Consultants Institutional, Inc. | 0.72% | 49,503 | $2,667,222 | $2,656,826 | -$10,396 | -0.39% | |
| City Center Advisors, Llc | 2.03% | 49,288 | $2,655,640 | $2,645,287 | -$10,353 | -0.39% | |
| Glen Eagle Advisors, Llc | 0.33% | 49,308 | $2,597,519 | $2,646,360 | +$48,841 | +1.88% | |
| Blue Trust, Inc. | 0.03% | 47,374 | $2,552,484 | $2,542,563 | -$9,921 | -0.39% | |
| Capital Analysts, Llc | 0.06% | 48,018 | $2,530,000 | $2,577,126 | +$47,126 | +1.86% | |
| Principal Securities, Inc. | 0.03% | 46,348 | $2,441,613 | $2,487,497 | +$45,884 | +1.88% | |
| Milestone Asset Management, Llc | 0.37% | 43,569 | $2,347,498 | $2,338,348 | -$9,150 | -0.39% | |
| Citadel Advisors Llc | 0.00% | 43,868 | $2,310,966 | $2,354,396 | +$43,430 | +1.88% | |
| Focus Financial Network, Inc. | 0.07% | 42,145 | $2,270,773 | $2,261,922 | -$8,851 | -0.39% | |
| Diligent Investors, Llc | 0.49% | 41,119 | $2,215,492 | $2,206,857 | -$8,635 | -0.39% | |
| Jdm Financial Group Llc | 0.74% | 41,001 | $2,159,933 | $2,200,524 | +$40,591 | +1.88% | |
| Lineweaver Wealth Advisors, Llc | 0.25% | 39,917 | $2,150,704 | $2,142,345 | -$8,359 | -0.39% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 40,475 | $2,132,245 | $2,172,293 | +$40,048 | +1.88% |
Frequently asked questions about BUFF
Who are the largest institutional holders of BUFF?
The largest institutional holders of BUFF reported in the latest SEC Form 13F filings include Lpl Financial Llc, Envestnet Asset Management Inc, Cetera Investment Advisers, Osaic Holdings, Inc., and Kingsview Wealth Management, Llc. InsiderSet ranks institutional holders by their latest reported BUFF position.
What is BUFF institutional ownership?
This page tracks BUFF positions reported by institutional investment managers through SEC Form 13F. INNOVATOR LADDERED ALLOCATIO (BUFF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BUFF?
InsiderSet currently tracks 157 institutional managers reporting BUFF 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 BUFF shareholders.
How much BUFF stock do institutions own?
Institutional investment managers disclosed approximately $671.42M in BUFF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BUFF institutional ownership last updated?
The latest BUFF 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 BUFF 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 BUFF position after the reporting date.
Are institutions buying or selling BUFF?
Institutional buying and selling can be analyzed by comparing BUFF positions across consecutive 13F reporting periods. InsiderSet's BUFF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BUFF ownership changes.
How has BUFF institutional ownership changed over time?
InsiderSet tracks BUFF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.