IBUF Institutional Ownership & Shareholders
INNV ID 10 BUFFER ETF QURTLY (IBUF) is currently held by 42 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $71.78M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Newedge Advisors, Llc is currently the largest disclosed institutional shareholder of IBUF tracked by InsiderSet, reporting ownership valued at approximately $12.44M 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 $12.43M, representing an estimated loss of -0.03% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed IBUF value among the investors covered in this analysis. Major shareholders include Newedge Advisors, Llc, Captrust Financial Advisors, D.B. Root & Company, Llc, and several other long-term asset managers with concentrated positions in INNV ID 10 BUFFER ETF QURTLY (IBUF).
This page ranks the largest institutional IBUF 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
42
Total Reported Value
$71.78M
Largest Holder
Newedge Advisors, Llc
Largest Position
$12.44M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
51
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Newedge Advisors, Llc | 0.04% | 395,134 | $12,438,818 | $12,434,867 | -$3,951 | -0.03% | |
| Captrust Financial Advisors | 0.01% | 247,739 | $7,798,824 | $7,796,346 | -$2,478 | -0.03% | |
| D.B. Root & Company, Llc | 1.54% | 230,782 | $7,265,017 | $7,262,710 | -$2,307 | -0.03% | |
| Raymond James Financial Inc | 0.00% | 199,459 | $6,278,970 | $6,276,975 | -$1,995 | -0.03% | |
| Osaic Holdings, Inc. | 0.01% | 192,800 | $6,069,336 | $6,067,416 | -$1,920 | -0.03% | |
| Creativeone Wealth, Llc | 0.10% | 150,052 | $4,723,637 | $4,722,136 | -$1,501 | -0.03% | |
| Cetera Investment Advisers | 0.00% | 134,639 | $4,238,436 | $4,237,089 | -$1,347 | -0.03% | |
| Blvd Private Wealth, Llc | 2.89% | 123,770 | $3,885,745 | $3,895,042 | +$9,297 | +0.24% | |
| Mutual Advisors, Llc | 0.07% | 118,211 | $3,721,282 | $3,720,100 | -$1,182 | -0.03% | |
| Centaurus Financial, Inc. | 0.07% | 56,847 | $1,790,000 | $1,788,975 | -$1,025 | -0.06% | |
| Bfi Wealth Solutions, Llc | 0.90% | 41,950 | $1,317,013 | $1,320,167 | +$3,154 | +0.24% | |
| Independent Financial Group, Llc | 0.02% | 38,833 | $1,219,154 | $1,222,075 | +$2,921 | +0.24% | |
| Arq Wealth Advisors, Llc | 0.11% | 29,701 | $932,450 | $934,690 | +$2,240 | +0.24% | |
| Pitti Group Wealth Management, Llc | 0.67% | 29,168 | $918,209 | $917,917 | -$292 | -0.03% | |
| Kestra Advisory Services, Llc | 0.00% | 27,481 | $862,760 | $864,827 | +$2,067 | +0.24% | |
| Harbour Investments, Inc. | 0.01% | 24,142 | $759,990 | $759,749 | -$241 | -0.03% | |
| Bright Futures Wealth Management, Llc. | 0.50% | 23,006 | $722,269 | $723,999 | +$1,730 | +0.24% | |
| Brookstone Capital Management | 0.01% | 19,297 | $605,825 | $607,277 | +$1,452 | +0.24% | |
| Wealthgarden F.S. Llc | 0.30% | 16,609 | $522,844 | $522,685 | -$159 | -0.03% | |
| Ameritas Advisory Services, Llc | 0.01% | 15,000 | $472,200 | $472,050 | -$150 | -0.03% | |
| Sugar Maple Asset Management, Llc | 0.22% | 12,120 | $380,505 | $381,416 | +$911 | +0.24% | |
| Newedge Wealth, Llc | 0.00% | 11,718 | $368,883 | $368,765 | -$118 | -0.03% | |
| Steelpeak Wealth, Llc | 0.01% | 11,074 | $347,667 | $348,499 | +$832 | +0.24% | |
| Belpointe Asset Management Llc | 0.01% | 10,617 | $334,223 | $334,117 | -$106 | -0.03% | |
| Envestnet Asset Management Inc | 0.00% | 10,385 | $326,920 | $326,816 | -$104 | -0.03% | |
| Onedigital Investment Advisors Llc | 0.00% | 10,000 | $314,800 | $314,700 | -$100 | -0.03% | |
| Hofer & Associates. Inc | 0.22% | 10,016 | $314,450 | $315,204 | +$754 | +0.24% | |
| Red Crane Wealth Management, Llc | 0.22% | 10,016 | $314,450 | $315,204 | +$754 | +0.24% | |
| Summit Wealth Partners, Llc | 0.04% | 9,224 | $290,372 | $290,279 | -$93 | -0.03% | |
| Baker Avenue Asset Management, Lp | 0.01% | 9,132 | $287,475 | $287,384 | -$91 | -0.03% | |
| Lpl Financial Llc | 0.00% | 9,032 | $284,327 | $284,237 | -$90 | -0.03% | |
| Jane Street Group, Llc | 0.00% | 8,994 | $283,131 | $283,041 | -$90 | -0.03% | |
| Vise Technologies, Inc. | 0.00% | 8,662 | $271,942 | $272,593 | +$651 | +0.24% | |
| Commonwealth Equity Services, Llc | 0.00% | 7,932 | $249,020 | $249,620 | +$600 | +0.24% | |
| Ausdal Financial Partners, Inc. | 0.01% | 7,215 | $227,128 | $227,056 | -$72 | -0.03% | |
| Disciplined Investments, Llc | 0.07% | 6,981 | $219,762 | $219,692 | -$70 | -0.03% | |
| Alaska Wealth Advisors, Llc | 0.02% | 6,886 | $216,771 | $216,702 | -$69 | -0.03% | |
| Blue Trust, Inc. | 0.00% | 3,155 | $99,051 | $99,288 | +$237 | +0.24% | |
| Farther Finance Advisors, Llc | 0.00% | 1,975 | $62,005 | $62,153 | +$148 | +0.24% | |
| Caitlin John, Llc | 0.01% | 694 | $21,847 | $21,840 | -$7 | -0.03% | |
| Sunbelt Securities, Inc. | 0.00% | 615 | $18,155 | $19,354 | +$1,199 | +6.60% | |
| Ifp Advisors, Inc | 0.00% | 210 | $6,593 | $6,609 | +$16 | +0.24% |
Frequently asked questions about IBUF
Who are the largest institutional holders of IBUF?
The largest institutional holders of IBUF reported in the latest SEC Form 13F filings include Newedge Advisors, Llc, Captrust Financial Advisors, D.B. Root & Company, Llc, Raymond James Financial Inc, and Osaic Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported IBUF position.
What is IBUF institutional ownership?
This page tracks IBUF positions reported by institutional investment managers through SEC Form 13F. INNV ID 10 BUFFER ETF QURTLY (IBUF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBUF?
InsiderSet currently tracks 42 institutional managers reporting IBUF 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 IBUF shareholders.
How much IBUF stock do institutions own?
Institutional investment managers disclosed approximately $71.78M in IBUF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBUF institutional ownership last updated?
The latest IBUF 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 IBUF 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 IBUF position after the reporting date.
Are institutions buying or selling IBUF?
Institutional buying and selling can be analyzed by comparing IBUF positions across consecutive 13F reporting periods. InsiderSet's IBUF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBUF ownership changes.
How has IBUF institutional ownership changed over time?
InsiderSet tracks IBUF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.