INNOVATOR LADDERED ALLOCATIO BUFF
$52.63
-0.1% 52w: $45.93 – $52.70
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data45.9349.3252.70
Jun 20, 2025 Jul 2, 2026
Institutional holders
152
+12 QoQ
13F value
$583.9M
+5.7% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BUFF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 1.7M | $82.4M | 0.0% | +27.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.2M | $56.9M | 0.0% | +105.0% |
| Cetera Investment Advisers | Wealth advisor | 631.3K | $31.2M | 0.0% | +3.0% |
| GGM Financial LLC | Wealth advisor | 548.4K | $27.1M | 12.5% | +4.5% |
| Kingsview Wealth Management, LLC | Wealth advisor | 520.4K | $25.7M | 0.4% | +1.1% |
| Prasad Wealth Partners, LLC | Wealth advisor | 398.2K | $19.7M | 5.4% | +1.4% |
| Collaborative Wealth Managment Inc. | Wealth advisor | 376.8K | $18.6M | 8.6% | +1260.6% |
| Janney Montgomery Scott LLC | Diversified mechanical | 353.2K | $17.5M | 0.0% | +3.9% |
| LifeWealth Investments, LLC | Wealth advisor | 336.9K | $16.6M | 5.0% | +26.2% |
| Holos Integrated Wealth LLC | Wealth advisor | 325.1K | $16.2M | 8.2% | +0.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 255.7K | $12.6M | 0.0% | -52.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 250.6K | $12.4M | 0.0% | +7.4% |
| MTM FINANCIAL GROUP, LLC | Wealth advisor | 240.0K | $11.9M | 5.6% | +1.6% |
| Mutual Advisors, LLC | Wealth advisor | 232.1K | $11.5M | 0.2% | +6.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 221.4K | $10.9M | 0.0% | +4.4% |
| Buska Wealth Management, LLC | Wealth advisor | 190.9K | $9.4M | 3.8% | +9.4% |
| HighTower Advisors, LLC | Diversified mechanical | 190.1K | $9.4M | 0.0% | +5.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 183.5K | $9.1M | 0.0% | 0.0% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 164.1K | $8.1M | 0.1% | +30.0% |
| Kestra Advisory Services, LLC | Wealth advisor | 159.3K | $7.9M | 0.0% | +12.5% |
| World Investment Advisors | Wealth advisor | 152.0K | $7.5M | 0.1% | +0.9% |
| KFG WEALTH MANAGEMENT, LLC | Wealth advisor | 138.3K | $6.8M | 0.9% | +0.8% |
| GWN SECURITIES INC. | Wealth advisor | 131.4K | $6.5M | 1.2% | +4.1% |
| Caliber Wealth Management, LLC / KS | Wealth advisor | 114.3K | $5.6M | 0.6% | +1029.6% |
| Forvis Mazars Wealth Advisors, LLC | Wealth advisor | 109.6K | $5.4M | 0.1% | -10.9% |
| Core Wealth Advisors, Inc. | Wealth advisor | 105.3K | $5.2M | 1.2% | +27.6% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 101.2K | $5.0M | 0.0% | +341.3% |
| Garden State Investment Advisory Services LLC | Wealth advisor | 98.2K | $4.9M | 1.2% | -3.4% |
| Seros Financial, LLC | Wealth advisor | 91.7K | $4.5M | 2.9% | +15.9% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 88.5K | $4.4M | 0.0% | -17.8% |
| Merit Financial Group, LLC | Wealth advisor | 88.2K | $4.4M | 0.0% | +8.7% |
| COLUMBIA ADVISORY PARTNERS LLC | Wealth advisor | 75.0K | $3.7M | 2.4% | +35.8% |
| CreativeOne Wealth, LLC | Wealth advisor | 69.3K | $3.4M | 0.1% | -4.6% |
| Patriot Financial Group Insurance Agency, LLC | Wealth advisor | 65.7K | $3.2M | 0.2% | +105.3% |
| Visionary Wealth Advisors | Wealth advisor | 63.5K | $3.1M | 0.1% | -26.8% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 61.8K | $3.1M | 0.0% | -9.0% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 60.4K | $3.0M | 0.0% | -92.4% |
| Blue Trust, Inc. | Wealth advisor | 54.0K | $2.7M | 0.0% | -25.9% |
| Glen Eagle Advisors, LLC | Wealth advisor | 53.4K | $2.6M | 0.4% | -3.1% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 52.7K | $2.6M | 0.1% | +1.3% |
| Southland Equity Partners LLC | Wealth advisor | 50.3K | $2.5M | 0.5% | -0.4% |
| Advisory Services Network, LLC | Diversified mechanical | 48.2K | $2.4M | 0.0% | -0.8% |
| MILESTONE ASSET MANAGEMENT, LLC | Wealth advisor | 44.7K | $2.2M | 0.4% | -1.4% |
| Comprehensive Financial Consultants Institutional, Inc. | Other | 44.1K | $2.2M | 0.6% | +8.9% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 44.0K | $2.2M | 0.0% | +67.9% |
| Focus Financial Network, Inc. | Wealth advisor | 43.0K | $2.1M | 0.1% | -9.1% |
| Andina Capital Management, LLC | Wealth advisor | 42.0K | $2.1M | 1.8% | -22.4% |
| Diligent Investors, LLC | Other | 41.5K | $2.1M | 0.5% | -0.2% |
| JDM Financial Group LLC | Wealth advisor | 40.4K | $2.0M | 0.8% | -1.2% |
| Lineweaver Wealth Advisors, LLC | Wealth advisor | 39.9K | $2.0M | 0.3% | Held |
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.