Who owns Innovator Laddered Allocation Buffer ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BUFB from SEC Form 13F filings across 95 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 95 institutions disclosed 5.7M shares of Innovator Laddered Allocation Buffer ETF worth $223.7M — about 90.1% of shares outstanding; the largest disclosed holder is RAYMOND JAMES FINANCIAL INC. Source: SEC Form 13F filings, parsed by EvidInvest.
95
13F holders
$223.7M
value, 2026 filers
90.1%
of shares outstanding (5.7M sh)
17
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BUFB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 479,885 | $18.9M | 0.0% | 7.6% | +1038.2% |
| 2 | LPL Financial LLC | 457,665 | $18.0M | 0.0% | 7.2% | +19.3% |
| 3 | HighTower Advisors, LLC | 318,684 | $12.5M | 0.0% | 5% | +9.5% |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 253,024 | $9.9M | 0.0% | 4% | +8.0% |
| 5 | CAPITAL WEALTH MANAGEMENT, LLC | 235,709 | $9.3M | 2.2% | 3.7% | +10.4% |
| 6 | GWN SECURITIES INC. | 234,909 | $9.2M | 1.5% | 3.7% | +3.0% |
| 7 | OSAIC HOLDINGS, INC. | 203,026 | $8.0M | 0.0% | 3.2% | +24.1% |
| 8 | Diversify Advisory Services, LLCNEW | 200,219 | $7.8M | 0.1% | 3.2% | new |
| 9 | DIVERSIFY WEALTH MANAGEMENT, LLC | 200,219 | $7.8M | 0.1% | 3.2% | +0.6% |
| 10 | Syntegra Private Wealth Group, LLC | 191,269 | $7.5M | 0.6% | 3% | -1.0% |
| 11 | COLUMBIA ADVISORY PARTNERS LLC | 188,191 | $7.4M | 4.1% | 3% | +2.8% |
| 12 | Cetera Investment Advisers | 169,322 | $6.7M | 0.0% | 2.7% | +1.9% |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 168,722 | $6.6M | 0.0% | 2.7% | +2.1% |
| 14 | SYKON CAPITAL LLCNEW | 125,550 | $4.9M | 1.5% | 2% | new |
| 15 | PRINCIPAL SECURITIES, INC. | 122,906 | $4.8M | 0.1% | 1.9% | +9.6% |
| 16 | KFG WEALTH MANAGEMENT, LLC | 115,479 | $4.5M | 0.5% | 1.8% | -0.3% |
| 17 | Brookstone Capital Management | 111,396 | $4.4M | 0.0% | 1.8% | +819.8% |
| 18 | Benson Wealth Management INC | 92,290 | $3.6M | 3.7% | 1.5% | +7714.6% |
| 19 | Encompass More Asset Management | 85,704 | $3.4M | 0.5% | 1.4% | +4.8% |
| 20 | Heritage Wealth Management, Inc. | 85,010 | $3.3M | 0.8% | 1.3% | +15.9% |
| 21 | Kathmere Capital Management, LLC | 80,399 | $3.2M | 0.2% | 1.3% | -2.9% |
| 22 | Rockefeller Capital Management L.P. | 76,625 | $3.0M | 0.0% | 1.2% | +5.3% |
| 23 | OPTIMA CAPITAL LLC | 75,844 | $3.0M | 1.2% | 1.2% | +12.4% |
| 24 | World Investment Advisors | 74,533 | $2.7M | 0.0% | 1.2% | -5.0% |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 70,509 | $2.8M | 0.0% | 1.1% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.