INNOVATOR ETFS TRUST (BUFB)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
92
Reporting holders
$219.0M
Reported value
0.0%
Held as options
+11
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $18.9M | 479,885 | 0.01% | 7q | +1038.2%+$17.2M |
| LPL Financial LLC | $18.0M | 457,665 | 0.00% | 10q | +19.3%+$2.9M |
| HighTower Advisors, LLC | $12.5M | 318,684 | 0.01% | 12q | +9.5%+$1.1M |
| ENVESTNET ASSET MANAGEMENT INC | $9.9M | 253,024 | 0.00% | 12q | +8.0%+$734.3K |
| CAPITAL WEALTH MANAGEMENT, LLC | $9.3M | 235,709 | 2.23% | 15q | +10.4%+$869.9K |
| GWN SECURITIES INC. | $9.2M | 234,909 | 1.54% | 7q | +3.0%+$271.0K |
| OSAIC HOLDINGS, INC. | $8.0M | 203,026 | 0.01% | 18q | +24.1%+$1.5M |
| Diversify Advisory Services, LLC | $7.8M | 200,219 | 0.13% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $7.8M | 200,219 | 0.13% | 9q | +0.6%+$45.8K |
| Syntegra Private Wealth Group, LLC | $7.5M | 191,269 | 0.58% | 14q | -1.0%-$72.3K |
| COLUMBIA ADVISORY PARTNERS LLC | $7.4M | 188,191 | 4.08% | 5q | +2.8%+$199.3K |
| Cetera Investment Advisers | $6.7M | 169,322 | 0.01% | 10q | +1.9%+$125.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.6M | 168,722 | 0.01% | 6q | +2.1%+$138.4K |
| SYKON CAPITAL LLC | $4.9M | 125,550 | 1.52% | new | NEW |
| PRINCIPAL SECURITIES, INC. | $4.8M | 122,906 | 0.06% | 11q | +9.6%+$422.5K |
| KFG WEALTH MANAGEMENT, LLC | $4.5M | 115,479 | 0.51% | 12q | HELD |
| Brookstone Capital Management | $4.4M | 111,396 | 0.04% | 6q | +819.8%+$3.9M |
| Benson Wealth Management INC | $3.6M | 92,290 | 3.65% | 2q | +7714.6%+$3.6M |
| Encompass More Asset Management | $3.4M | 85,704 | 0.49% | 8q | +4.8%+$153.9K |
| Heritage Wealth Management, Inc. | $3.3M | 85,010 | 0.83% | 6q | +15.9%+$459.4K |
| Kathmere Capital Management, LLC | $3.2M | 80,399 | 0.17% | 15q | -2.9%-$95.5K |
| Rockefeller Capital Management L.P. | $3.0M | 76,625 | 0.00% | 3q | +5.3%+$152.6K |
| OPTIMA CAPITAL LLC | $3.0M | 75,844 | 1.18% | 7q | +12.4%+$328.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.8M | 70,509 | 0.00% | new | NEW |
| World Investment Advisors | $2.7M | 74,533 | 0.04% | 13q | -5.0%-$143.0K |
| Kingsview Wealth Management, LLC | $2.7M | 67,742 | 0.03% | 7q | +49.7%+$883.9K |
| MTM FINANCIAL GROUP, LLC | $2.6M | 65,588 | 1.10% | new | FIRST |
| Bedel Financial Consulting, Inc. | $2.4M | 61,726 | 0.23% | 16q | +9.0%+$200.5K |
| Wealthspire Retirement, LLC | $2.1M | 54,158 | 0.12% | 15q | -7.2%-$165.1K |
| Caliber Wealth Management, LLC / KS | $1.9M | 49,314 | 0.19% | 5q | -1.0%-$20.4K |
| MML INVESTORS SERVICES, LLC | $1.9M | 49,284 | 0.00% | 9q | +21.1%+$337.6K |
| Seros Financial, LLC | $1.9M | 49,188 | 1.01% | 6q | +0.7%+$13.1K |
| Kestra Advisory Services, LLC | $1.9M | 47,464 | 0.01% | new | NEW |
| Diligent Investors, LLC | $1.5M | 38,160 | 0.33% | 11q | -7.1%-$115.5K |
| CreativeOne Wealth, LLC | $1.3M | 33,803 | 0.03% | 7q | +2.2%+$28.7K |
| Balance Wealth Partners LLC | $1.3M | 32,371 | 0.34% | 6q | -2.7%-$35.0K |
| OFC FINANCIAL PLANNING, LLC | $1.2M | 30,766 | 1.07% | 7q | -8.2%-$108.6K |
| OLD MISSION CAPITAL LLC | $1.2M | 30,306 | 0.02% | new | NEW |
| Visionary Wealth Advisors | $1.2M | 29,894 | 0.05% | 18q | -2.7%-$32.5K |
| Equitable Holdings, Inc. | $1.0M | 26,447 | 0.01% | new | NEW |
| FORONJY FINANCIAL LLC | $1.0M | 26,118 | 0.38% | 5q | +18.5%+$160.0K |
| CONTINUUM WEALTH ADVISORS, LLC | $997.7K | 25,380 | 0.34% | 15q | HELD |
| Atria Investments, Inc | $941.9K | 23,962 | 0.01% | 9q | +105.0%+$482.5K |
| Advisory Services Network, LLC | $941.9K | 23,962 | 0.01% | 11q | +105.0%+$482.5K |
| Steward Partners Investment Advisory, LLC | $927.6K | 23,597 | 0.00% | 11q | HELD |
| Curtis Advisory Group, LLC | $911.1K | 23,177 | 0.18% | 6q | HELD |
| 4J Wealth Management LLC | $760.8K | 19,354 | 0.37% | 10q | -9.2%-$76.9K |
| Private Advisor Group, LLC | $760.8K | 19,354 | 0.00% | 9q | +15.7%+$103.0K |
| TRUIST FINANCIAL CORP | $745.7K | 18,970 | 0.00% | 11q | -2.1%-$16.2K |
| RFG Advisory, LLC | $680.1K | 17,300 | 0.01% | 18q | -4.4%-$31.4K |
| Capital Investment Advisory Services, LLC | $642.1K | 16,334 | 0.04% | 12q | +1.3%+$8.5K |
| Arax Advisory Partners | $637.9K | 16,228 | 0.00% | 5q | +100.0%+$318.9K |
| MKD WEALTH COACHES, LLC | $618.7K | 15,740 | 0.53% | 7q | HELD |
| Bank of New York Mellon Corp | $584.3K | 14,863 | 0.00% | 2q | +71.5%+$243.7K |
| Harvest Investment Services, LLC | $506.4K | 12,882 | 0.08% | 8q | HELD |
| INTEGRAL INVESTMENT ADVISORS, INC. | $481.5K | 12,250 | 0.11% | 8q | HELD |
| Western Wealth Management, LLC | $476.9K | 12,132 | 0.02% | 8q | HELD |
| Simplicity Wealth,LLC | $472.0K | 12,008 | 0.02% | 3q | -1.9%-$9.4K |
| DAYMARK WEALTH PARTNERS, LLC | $462.4K | 11,763 | 0.01% | 6q | HELD |
| Beacon Pointe Advisors, LLC | $407.4K | 10,365 | 0.00% | new | NEW |
| IBEX WEALTH ADVISORS | $398.3K | 10,132 | 0.03% | 2q | +0.8%+$3.0K |
| Ameritas Advisory Services, LLC | $392.5K | 9,985 | 0.01% | 3q | +33.4%+$98.2K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $376.3K | 9,572 | 0.05% | 17q | -2.0%-$7.6K |
| CHAPMAN FINANCIAL GROUP, LLC | $354.2K | 9,010 | 0.24% | 6q | HELD |
| VAQUERO PRIVATE WEALTH, LTD | $342.0K | 8,700 | 0.07% | new | FIRST |
| INTEGRITY ALLIANCE, LLC. | $299.9K | 7,629 | 0.01% | 3q | HELD |
| VestGen Advisors, LLC | $277.7K | 7,064 | 0.01% | 5q | +4.5%+$11.9K |
| D.B. Root & Company, LLC | $271.8K | 6,913 | 0.06% | 13q | -3.9%-$11.0K |
| COFG Advisors, LLC | $266.3K | 6,775 | 0.05% | 3q | HELD |
| Capital Asset Advisory Services LLC | $259.0K | 6,589 | 0.01% | 9q | -25.1%-$86.8K |
| AXXCESS WEALTH MANAGEMENT, LLC | $259.0K | 6,589 | 0.00% | new | NEW |
| Capital Investment Advisors, LLC | $231.1K | 5,880 | 0.00% | 4q | HELD |
| Balboa Wealth Partners | $211.3K | 5,375 | 0.03% | new | NEW |
| Trail Ridge Investment Advisors, LLC | $210.2K | 5,346 | 0.09% | new | NEW |
| Farther Finance Advisors, LLC | $207.8K | 5,285 | 0.00% | 2q | -39.9%-$138.0K |
| McAdam, LLC | $205.4K | 5,224 | 0.01% | new | NEW |
| WEALTHCARE CAPITAL MANAGEMENT LLC | $200.5K | 5,100 | 0.02% | new | NEW |
| AdvisorNet Financial, Inc | $167.1K | 4,250 | 0.01% | 17q | +3.7%+$5.9K |
| Dunhill Financial, LLC | $134.0K | 3,410 | 0.03% | 2q | HELD |
| Oakmont Advisory Group, LLC | $117.8K | 2,997 | 0.10% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $76.3K | 1,940 | 0.02% | 12q | -0.6% |
| GILPIN WEALTH MANAGEMENT, LLC | $59.0K | 1,500 | 0.04% | 3q | HELD |
| Global Retirement Partners, LLC | $58.0K | 1,476 | 0.00% | 8q | HELD |
| Silver Grove Financial Group, Inc. | $47.2K | 1,200 | 0.03% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $39.3K | 1,000 | 0.00% | 10q | HELD |
| Integrated Wealth Concepts LLC | $30.3K | 770 | 0.00% | new | NEW |
| Financial Network Wealth Advisors LLC | $15.9K | 405 | 0.02% | 9q | HELD |
| AE Wealth Management LLC | $14.3K | 363 | 0.00% | 7q | +9.3%+$1.2K |
| Cambridge Investment Research Advisors, Inc. | $5.5K | 139,190 | 0.01% | 15q | +100.4%+$2.7K |
| IFP Advisors, Inc | $5.1K | 130 | 0.00% | 5q | HELD |
| CoreCap Advisors, LLC | $3.4K | 87 | 0.00% | 6q | -93.7%-$51.1K |
| MORGAN STANLEY | $3.3K | 83 | 0.00% | 6q | HELD |
| JPMORGAN CHASE & CO | $1.8K | 46 | 0.00% | 2q | +91.7% |
| CENTAURUS FINANCIAL, INC. | $1.3K | 33,702 | 0.05% | 14q | HELD |
| Capital Analysts, LLC | $584 | 14,861 | 0.01% | 2q | +71.5% |
| HAZLETT, BURT & WATSON, INC. | $9 | 219 | 0.00% | 15q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 92 | $219.0M | 5,579,864 | 15 | 36 | 19 | 0.0% |
| Q1 2026 | 81 | $146.4M | 4,063,562 | 10 | 27 | 21 | 0.0% |
| Q4 2025 | 79 | $145.4M | 3,966,947 | 10 | 32 | 20 | 0.0% |
| Q3 2025 | 70 | $151.6M | 4,242,652 | 2 | 32 | 22 | 0.0% |
| Q2 2025 | 73 | $143.6M | 4,232,589 | 9 | 25 | 23 | 0.0% |
| Q1 2025 | 65 | $147.4M | 4,685,979 | 11 | 27 | 15 | 0.0% |
| Q4 2024 | 60 | $117.0M | 3,617,206 | 9 | 26 | 9 | 0.0% |
| Q3 2024 | 51 | $97.7M | 3,091,466 | 7 | 28 | 7 | 0.0% |
| Q2 2024 | 46 | $64.4M | 2,105,309 | 6 | 17 | 10 | 0.0% |
| Q1 2024 | 42 | $50.8M | 1,731,216 | 10 | 17 | 9 | 0.0% |
| Q4 2023 | 32 | $38.6M | 1,391,981 | 8 | 7 | 12 | 0.0% |
| Q3 2023 | 24 | $31.2M | 1,222,935 | 6 | 7 | 4 | 0.0% |
| Q2 2023 | 19 | $18.5M | 708,595 | 3 | 10 | 4 | 0.0% |
| Q1 2023 | 18 | $12.9M | 529,232 | 5 | 8 | 3 | 0.0% |
| Q4 2022 | 16 | $13.7M | 592,273 | 6 | 5 | 1 | 0.0% |
| Q3 2022 | 14 | $4.5M | 205,832 | 2 | 5 | 1 | 0.0% |
| Q2 2022 | 14 | $3.8M | 166,461 | 6 | 5 | 0 | 0.0% |
| Q1 2022 | 8 | $2.0M | 77,727 | 8 | 0 | 0 | 0.0% |