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 84 institutions that hold shares in the stock, with a total of 4.38 Million shares, which have been reported (via 13F filing form) to have a value of $156 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
35,921
shares
|
$1.28 Million
0.32% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
34,839
shares
|
$1.24 Million
0.06% of portfolio
|
Q2 2025
Reduced 51.15%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Aug 13, 2025 Q2 2025 |
32,362
shares
|
$1.15 Million
1.16% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
32,060
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
30,823
shares
|
$1.09 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
26,702
shares
|
$948,455
0.0% of portfolio
|
Q2 2025
Added 32.88%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
26,600
shares
|
$944,832
0.29% of portfolio
|
Q2 2025
Added 155.5%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
26,251
shares
|
$932,435
0.03% of portfolio
|
Q2 2025
Reduced 56.99%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 24, 2025 Q3 2025 |
25,694
shares
|
$912,650
0.48% of portfolio
|
Q3 2025
Reduced 8.37%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
22,748
shares
|
$808,008
0.2% of portfolio
|
Q2 2025
Added 86.23%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
22,642
shares
|
$804,243
0.0% of portfolio
|
Q2 2025
Added 25.88%
|
|
|
4 J Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
22,329
shares
|
$793,126
0.65% of portfolio
|
Q3 2025
Reduced 12.68%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
22,128
shares
|
$785,986
0.58% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
21,808
shares
|
$774,620
0.27% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
21,621
shares
|
$767,977
0.0% of portfolio
|
Q2 2025
Reduced 84.51%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
20,300
shares
|
$721,056
0.03% of portfolio
|
Q2 2025
Reduced 5.28%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
17,093
shares
|
$607,143
0.0% of portfolio
|
Q2 2025
Added 12.27%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
17,055
shares
|
$605,793
0.01% of portfolio
|
Q2 2025
Added 22.66%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
16,984
shares
|
$603,271
0.02% of portfolio
|
Q3 2025
Added 53.02%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
16,815
shares
|
$597,268
0.26% of portfolio
|
Q3 2025
Added 70.55%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
16,671
shares
|
$592,153
0.0% of portfolio
|
Q3 2025
Added 5.36%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Oct 07, 2025 Q3 2025 |
15,740
shares
|
$559,084
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
13,287
shares
|
$471,954
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
12,887
shares
|
$457,746
0.03% of portfolio
|
Q1 2025
Added 17.79%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
12,874
shares
|
$457,284
0.11% of portfolio
|
Q2 2025
Reduced 0.06%
|