INNOVATOR LADDERED ALLOCATIO (BUFF) Institutional Shareholders
INNOVATOR LADDERED ALLOCATIO (BUFF) 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 $634.89M in BUFF holdings during the latest filing period.
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 $104.77M, representing an estimated gain of +2.07% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% 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
$634.89M
Largest Holder
Lpl Financial Llc
Largest Position
$102.64M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
79
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 | $104,765,038 | +$2,123,734 | +2.07% | |
| Envestnet Asset Management Inc | 0.01% | 1,175,856 | $61,944,094 | $63,225,777 | +$1,281,683 | +2.07% | |
| Cetera Investment Advisers | 0.03% | 658,695 | $34,700,077 | $35,418,030 | +$717,953 | +2.07% | |
| Osaic Holdings, Inc. | 0.04% | 568,582 | $29,952,928 | $30,572,654 | +$619,726 | +2.07% | |
| Kingsview Wealth Management, Llc | 0.34% | 534,402 | $28,152,297 | $28,734,796 | +$582,499 | +2.07% | |
| Prasad Wealth Partners, Llc | 5.21% | 410,619 | $21,631,425 | $22,078,984 | +$447,559 | +2.07% | |
| Collaborative Wealth Managment Inc. | 8.85% | 399,153 | $21,027,359 | $21,462,457 | +$435,098 | +2.07% | |
| Lifewealth Investments, Llc | 5.23% | 371,319 | $19,561,085 | $19,965,823 | +$404,738 | +2.07% | |
| Janney Montgomery Scott Llc | 0.04% | 357,980 | $18,858,000 | $19,248,585 | +$390,585 | +2.07% | |
| Holos Integrated Wealth Llc | 8.55% | 347,147 | $18,318,932 | $18,666,094 | +$347,162 | +1.90% | |
| Raymond James Financial Inc | 0.00% | 279,901 | $14,745,185 | $15,050,277 | +$305,092 | +2.07% | |
| Ubs Group Ag | 0.00% | 261,085 | $13,753,958 | $14,038,540 | +$284,582 | +2.07% | |
| Mutual Advisors, Llc | 0.24% | 246,563 | $12,988,939 | $13,257,693 | +$268,754 | +2.07% | |
| Commonwealth Equity Services, Llc | 0.01% | 224,575 | $11,830,614 | $12,075,398 | +$244,784 | +2.07% | |
| Quadcap Wealth Management, Llc | 1.03% | 200,096 | $10,541,057 | $10,759,162 | +$218,105 | +2.07% | |
| Buska Wealth Management, Llc | 3.74% | 196,837 | $10,369,373 | $10,583,925 | +$214,552 | +2.07% | |
| Kestra Advisory Services, Llc | 0.03% | 185,124 | $9,752,332 | $9,954,117 | +$201,785 | +2.07% | |
| Harbour Investments, Inc. | 0.11% | 155,941 | $8,214,984 | $8,384,948 | +$169,964 | +2.07% | |
| World Investment Advisors | 0.13% | 152,508 | $8,032,994 | $8,200,355 | +$167,361 | +2.08% | |
| Kfg Wealth Management, Llc | 0.83% | 139,152 | $7,330,527 | $7,482,203 | +$151,676 | +2.07% | |
| Gwn Securities Inc. | 1.17% | 133,359 | $7,025,345 | $7,170,713 | +$145,368 | +2.07% | |
| Caliber Wealth Management, Llc / Ks | 0.62% | 121,964 | $6,425,064 | $6,558,004 | +$132,940 | +2.07% | |
| Beacon Pointe Advisors, Llc | 0.03% | 118,738 | $6,255,134 | $6,384,542 | +$129,408 | +2.07% | |
| Core Wealth Advisors, Inc. | 1.16% | 110,011 | $5,795,379 | $5,915,291 | +$119,912 | +2.07% | |
| Mml Investors Services, Llc | 0.01% | 109,605 | $5,773,991 | $5,893,461 | +$119,470 | +2.07% | |
| Forvis Mazars Wealth Advisors, Llc | 0.09% | 101,355 | $5,339,382 | $5,449,858 | +$110,476 | +2.07% | |
| Seros Financial, Llc | 2.62% | 95,381 | $5,024,654 | $5,128,636 | +$103,982 | +2.07% | |
| Merit Financial Group, Llc | 0.03% | 88,808 | $4,678,419 | $4,775,206 | +$96,787 | +2.07% | |
| Garden State Investment Advisory Services Llc | 0.92% | 88,802 | $4,678,090 | $4,774,884 | +$96,794 | +2.07% | |
| Creativeone Wealth, Llc | 0.09% | 79,875 | $4,207,815 | $4,294,879 | +$87,064 | +2.07% | |
| Columbia Advisory Partners Llc | 2.24% | 76,934 | $4,052,883 | $4,136,741 | +$83,858 | +2.07% | |
| Visionary Wealth Advisors | 0.12% | 57,170 | $3,011,716 | $3,074,031 | +$62,315 | +2.07% | |
| Axxcess Wealth Management, Llc | 0.05% | 55,939 | $2,946,867 | $3,007,840 | +$60,973 | +2.07% | |
| Mercer Global Advisors Inc | 0.00% | 51,821 | $2,729,930 | $2,786,415 | +$56,485 | +2.07% | |
| Wealthcare Advisory Partners Llc | 0.05% | 50,738 | $2,672,878 | $2,728,182 | +$55,304 | +2.07% | |
| Southland Equity Partners Llc | 0.46% | 50,291 | $2,649,330 | $2,704,147 | +$54,817 | +2.07% | |
| Blue Trust, Inc. | 0.03% | 49,472 | $2,606,158 | $2,660,109 | +$53,951 | +2.07% | |
| Glen Eagle Advisors, Llc | 0.33% | 49,308 | $2,597,519 | $2,651,291 | +$53,772 | +2.07% | |
| Capital Analysts, Llc | 0.06% | 48,018 | $2,530,000 | $2,581,928 | +$51,928 | +2.05% | |
| Independent Financial Group, Llc | 0.05% | 47,933 | $2,525,127 | $2,577,357 | +$52,230 | +2.07% | |
| Comprehensive Financial Consultants Institutional, Inc. | 0.66% | 47,246 | $2,488,919 | $2,540,417 | +$51,498 | +2.07% | |
| Principal Securities, Inc. | 0.03% | 46,348 | $2,441,613 | $2,492,132 | +$50,519 | +2.07% | |
| Milestone Asset Management, Llc | 0.36% | 43,934 | $2,314,443 | $2,362,331 | +$47,888 | +2.07% | |
| Citadel Advisors Llc | 0.00% | 43,868 | $2,310,966 | $2,358,782 | +$47,816 | +2.07% | |
| Focus Financial Network, Inc. | 0.07% | 43,040 | $2,267,347 | $2,314,261 | +$46,914 | +2.07% | |
| Diligent Investors, Llc | 0.49% | 41,524 | $2,187,484 | $2,232,745 | +$45,261 | +2.07% | |
| Jdm Financial Group Llc | 0.74% | 41,001 | $2,159,933 | $2,204,624 | +$44,691 | +2.07% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 40,475 | $2,132,245 | $2,176,341 | +$44,096 | +2.07% | |
| Lineweaver Wealth Advisors, Llc | 0.25% | 39,917 | $2,102,804 | $2,146,337 | +$43,533 | +2.07% | |
| Planwiser Financial, Llc | 1.41% | 38,381 | $2,021,911 | $2,063,746 | +$41,835 | +2.07% |
Frequently asked questions about BUFF
Who owns the most BUFF stock?
The largest holders of BUFF 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 LADDERED ALLOCATIO (BUFF).
Is BUFF widely held by superinvestors?
Many widely followed stocks like BUFF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BUFF 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.