INNOVATOR LADD ALLO BUFF ETF BUFB
$39.27
+0.3% 52w: $32.93 – $39.34
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data32.9336.1439.34
Jun 20, 2025 Jul 2, 2026
Institutional holders
86
+2 QoQ
13F value
$152.8M
+0.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BUFB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 383.6K | $13.8M | 0.0% | +18.7% |
| HighTower Advisors, LLC | Diversified mechanical | 290.9K | $10.4M | 0.0% | +5.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 234.3K | $8.4M | 0.0% | +5.9% |
| GWN SECURITIES INC. | Wealth advisor | 228.0K | $8.2M | 1.6% | +5.5% |
| CAPITAL WEALTH MANAGEMENT, LLC | Wealth advisor | 213.6K | $7.7M | 2.1% | +11.6% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Wealth advisor | 199.1K | $7.6M | 0.1% | +9.5% |
| Syntegra Private Wealth Group, LLC | Wealth advisor | 193.1K | $6.9M | 0.7% | +2.1% |
| COLUMBIA ADVISORY PARTNERS LLC | Wealth advisor | 183.1K | $6.6M | 4.2% | +29.4% |
| Cetera Investment Advisers | Wealth advisor | 166.1K | $6.0M | 0.0% | +16.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 165.2K | $5.9M | 0.0% | +0.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 163.6K | $5.9M | 0.0% | -7.4% |
| KFG WEALTH MANAGEMENT, LLC | Wealth advisor | 115.8K | $4.2M | 0.5% | +1.1% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 112.2K | $4.0M | 0.1% | +46.0% |
| Kathmere Capital Management, LLC | Wealth advisor | 82.8K | $3.0M | 0.2% | -0.4% |
| Encompass More Asset Management | Wealth advisor | 81.8K | $2.9M | 0.5% | +117.6% |
| World Investment Advisors | Wealth advisor | 78.5K | $2.8M | 0.0% | +1.0% |
| Heritage Wealth Management, Inc. | Other | 73.3K | $2.6M | 1.3% | +6.5% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 72.7K | $2.6M | 0.0% | -21.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 69.5K | $2.5M | 0.0% | -3.0% |
| OPTIMA CAPITAL LLC | Wealth advisor | 67.5K | $2.4M | 1.1% | +10.6% |
| MTM FINANCIAL GROUP, LLC | Wealth advisor | 65.8K | $2.4M | 1.1% | +1.7% |
| Wealthspire Retirement, LLC | Wealth advisor | 58.4K | $2.1M | 0.1% | -23.0% |
| Bedel Financial Consulting, Inc. | Other | 56.6K | $2.0M | 0.2% | +10.7% |
| Caliber Wealth Management, LLC / KS | Wealth advisor | 49.8K | $1.8M | 0.2% | +280.1% |
| Seros Financial, LLC | Wealth advisor | 48.9K | $1.8M | 1.1% | -77.9% |
| Kingsview Wealth Management, LLC | Wealth advisor | 45.3K | $1.6M | 0.0% | +54.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 42.2K | $1.5M | 0.0% | -5.8% |
| Diligent Investors, LLC | Other | 41.1K | $1.5M | 0.4% | -1.3% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 40.7K | $1.5M | 0.0% | +11.6% |
| CENTAURUS FINANCIAL, INC. | Wealth advisor | 33.6K | $1.2M | 0.1% | +6.4% |
| OFC FINANCIAL PLANNING, LLC | Wealth advisor | 33.5K | $1.2M | 1.2% | -0.1% |
| Balance Wealth, LLC | Wealth advisor | 33.3K | $1.2M | 0.4% | -7.1% |
| CreativeOne Wealth, LLC | Wealth advisor | 33.1K | $1.2M | 0.0% | +0.2% |
| Visionary Wealth Advisors | Wealth advisor | 30.7K | $1.1M | 0.0% | -10.5% |
| CONTINUUM WEALTH ADVISORS, LLC | Wealth advisor | 25.4K | $911K | 0.4% | -0.2% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 23.7K | $851K | 0.0% | -0.2% |
| Curtis Advisory Group, LLC | Wealth advisor | 23.2K | $832K | 0.2% | Held |
| FORONJY FINANCIAL LLC | Wealth advisor | 22.0K | $792K | 0.3% | +16.3% |
| 4J Wealth Management LLC | Wealth advisor | 21.3K | $765K | 0.4% | -2.5% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 19.4K | $696K | 0.0% | -4.3% |
| RFG Advisory, LLC | Wealth advisor | 18.1K | $650K | 0.0% | -8.4% |
| Private Advisor Group, LLC | Wealth advisor | 16.7K | $601K | 0.0% | -2.9% |
| Capital Investment Advisory Services, LLC | Wealth advisor | 16.1K | $579K | 0.0% | +122.7% |
| MKD WEALTH COACHES, LLC | Wealth advisor | 15.7K | $565K | 0.6% | Held |
| Arlington Capital Management, Inc. | Wealth advisor | 14.1K | $505K | 0.3% | New |
| Harvest Investment Services, LLC | Other | 12.9K | $463K | 0.1% | Held |
| INTEGRAL INVESTMENT ADVISORS, INC. | Wealth advisor | 12.3K | $440K | 0.1% | -3.2% |
| Simplicity Wealth,LLC | Wealth advisor | 12.2K | $440K | 0.0% | -3.7% |
| Western Wealth Management, LLC | Wealth advisor | 12.1K | $436K | 0.0% | -2.1% |
| Brookstone Capital Management | Wealth advisor | 12.1K | $435K | 0.0% | -7.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.