Institutional Ownership Innovator Etfs Tr Laddered Fd (BUFB)
This table provides information about the institutional ownership of Innovator Etfs Tr Laddered Fd (BUFB). We have compiled data on the 60 institutions that hold shares in the stock, with a total of 3.36 Million shares, which have been reported (via 13F filing form) to have a value of $111 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
479,977
shares
|
$15.9 Million
0.77% of portfolio
|
Q4 2024
Added 15.62%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
407,973
shares
|
$13.5 Million
0.33% of portfolio
|
Q3 2024
Added 1998.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
246,594
shares
|
$8.14 Million
0.02% of portfolio
|
Q3 2024
Added 15.41%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
189,049
shares
|
$6.24 Million
0.0% of portfolio
|
Q3 2024
Added 6.05%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
181,199
shares
|
$5.99 Million
0.01% of portfolio
|
Q3 2024
Added 8.59%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
149,947
shares
|
$4.95 Million
1.6% of portfolio
|
Q4 2024
Added 13.08%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
145,710
shares
|
$4.81 Million
0.37% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
4 J Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
130,869
shares
|
$4.32 Million
3.64% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
119,878
shares
|
$3.96 Million
0.0% of portfolio
|
Q3 2024
Added 109.04%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
106,652
shares
|
$3.52 Million
0.89% of portfolio
|
Q4 2024
Added 172.65%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
92,470
shares
|
$3.05 Million
0.01% of portfolio
|
Q3 2024
Added 49.51%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
90,386
shares
|
$2.99 Million
0.27% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jan 16, 2025 Q4 2024 |
86,428
shares
|
$2.85 Million
1.2% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
84,363
shares
|
$2.79 Million
0.17% of portfolio
|
Q3 2024
Added 10.84%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
83,297
shares
|
$2.75 Million
0.02% of portfolio
|
Q3 2024
Added 26.36%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
79,479
shares
|
$2.63 Million
0.0% of portfolio
|
Q3 2024
Added 7.57%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
71,277
shares
|
$2.35 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
65,029
shares
|
$2.15 Million
0.26% of portfolio
|
Q2 2023
Added 26.16%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
59,184
shares
|
$1.95 Million
0.22% of portfolio
|
Q3 2024
Added 8.64%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
55,569
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2024
Added 60.97%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
44,354
shares
|
$1.47 Million
0.36% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
40,647
shares
|
$1.34 Million
0.18% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
32,309
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
23,214
shares
|
$766,758
0.46% of portfolio
|
Q3 2024
Added 24.98%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
22,758
shares
|
$751,696
0.05% of portfolio
|
Q3 2024
Reduced 0.23%
|