INNOVATOR ETFS TRUST (BUFF)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
160
Reporting holders
$647.1M
Reported value
0.0%
Held as options
+13
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $102.6M | 1,948,392 | 0.02% | 17q | +16.9%+$14.8M |
| ENVESTNET ASSET MANAGEMENT INC | $61.9M | 1,175,856 | 0.01% | 19q | +2.1%+$1.3M |
| Cetera Investment Advisers | $34.7M | 658,695 | 0.03% | 19q | +4.3%+$1.4M |
| OSAIC HOLDINGS, INC. | $30.0M | 568,582 | 0.04% | 19q | +122.4%+$16.5M |
| Kingsview Wealth Management, LLC | $28.2M | 534,402 | 0.34% | 19q | +2.7%+$738.6K |
| Prasad Wealth Partners, LLC | $21.6M | 410,619 | 5.21% | 7q | +3.1%+$651.9K |
| Collaborative Wealth Managment Inc. | $21.0M | 399,153 | 8.82% | 7q | +5.9%+$1.2M |
| LifeWealth Investments, LLC | $19.6M | 371,319 | 5.23% | 6q | +10.2%+$1.8M |
| Holos Integrated Wealth LLC | $18.3M | 347,147 | 8.55% | 7q | +6.8%+$1.2M |
| RAYMOND JAMES FINANCIAL INC | $14.7M | 279,901 | 0.00% | 7q | +11.7%+$1.5M |
| UBS Group AG | $13.8M | 261,085 | 0.00% | new | NEW |
| Mutual Advisors, LLC | $13.0M | 246,563 | 0.24% | 19q | +6.2%+$762.6K |
| MTM FINANCIAL GROUP, LLC | $12.9M | 245,663 | 5.55% | new | FIRST |
| COMMONWEALTH EQUITY SERVICES, LLC | $11.8M | 224,575 | 0.01% | 19q | +1.4%+$165.7K |
| HighTower Advisors, LLC | $10.9M | 206,416 | 0.01% | 19q | +8.6%+$860.5K |
| Quadcap Wealth Management, LLC | $10.5M | 200,096 | 1.02% | new | NEW |
| Buska Wealth Management, LLC | $10.4M | 196,837 | 3.74% | 10q | +3.1%+$313.8K |
| Kestra Advisory Services, LLC | $9.8M | 185,124 | 0.03% | 14q | +16.2%+$1.4M |
| Merit Financial Group, LLC | $9.4M | 177,616 | 0.03% | 6q | +101.4%+$4.7M |
| HARBOUR INVESTMENTS, INC. | $8.2M | 155,941 | 0.11% | 18q | -5.0%-$430.7K |
| World Investment Advisors | $8.0M | 152,508 | 0.13% | 4q | HELD |
| KFG WEALTH MANAGEMENT, LLC | $7.3M | 139,152 | 0.83% | 15q | +0.6%+$46.6K |
| GWN SECURITIES INC. | $7.0M | 133,359 | 1.17% | 7q | +1.5%+$103.4K |
| Caliber Wealth Management, LLC / KS | $6.4M | 121,964 | 0.62% | 5q | +6.7%+$401.2K |
| Beacon Pointe Advisors, LLC | $6.3M | 118,738 | 0.03% | 4q | +17.4%+$925.4K |
| Core Wealth Advisors, Inc. | $5.8M | 110,011 | 1.16% | 4q | +4.4%+$245.7K |
| MML INVESTORS SERVICES, LLC | $5.8M | 109,605 | 0.01% | 19q | +23.9%+$1.1M |
| MERCER GLOBAL ADVISORS INC /ADV | $5.5M | 103,642 | 0.00% | 4q | +71.6%+$2.3M |
| Forvis Mazars Wealth Advisors, LLC | $5.3M | 101,355 | 0.09% | 12q | -7.5%-$434.7K |
| Seros Financial, LLC | $5.0M | 95,381 | 2.62% | 7q | +4.0%+$194.9K |
| Garden State Investment Advisory Services LLC | $4.7M | 88,802 | 0.85% | 15q | -9.6%-$494.2K |
| CreativeOne Wealth, LLC | $4.2M | 79,875 | 0.09% | 8q | +15.3%+$557.6K |
| COLUMBIA ADVISORY PARTNERS LLC | $4.1M | 76,934 | 2.24% | 5q | +2.6%+$104.3K |
| Visionary Wealth Advisors | $3.0M | 57,170 | 0.12% | 15q | -9.9%-$332.7K |
| AXXCESS WEALTH MANAGEMENT, LLC | $2.9M | 55,939 | 0.05% | new | NEW |
| Wealthcare Advisory Partners LLC | $2.7M | 50,738 | 0.05% | 14q | -3.8%-$105.3K |
| Southland Equity Partners LLC | $2.6M | 50,291 | 0.46% | 17q | HELD |
| Blue Trust, Inc. | $2.6M | 49,472 | 0.03% | 4q | -8.4%-$240.2K |
| Glen Eagle Advisors, LLC | $2.6M | 49,308 | 0.33% | 19q | -7.6%-$213.8K |
| INDEPENDENT FINANCIAL GROUP, LLC | $2.5M | 47,933 | 0.05% | 6q | +345.4%+$2.0M |
| Comprehensive Financial Consultants Institutional, Inc. | $2.5M | 47,246 | 0.66% | 8q | +7.1%+$164.8K |
| PRINCIPAL SECURITIES, INC. | $2.4M | 46,348 | 0.03% | 8q | +5.3%+$122.5K |
| MILESTONE ASSET MANAGEMENT, LLC | $2.3M | 43,934 | 0.36% | 11q | -1.7%-$40.4K |
| CITADEL ADVISORS LLC | $2.3M | 43,868 | 0.00% | 2q | +160.7%+$1.4M |
| Focus Financial Network, Inc. | $2.3M | 43,040 | 0.07% | 16q | HELD |
| Diligent Investors, LLC | $2.2M | 41,524 | 0.49% | 11q | HELD |
| JDM Financial Group LLC | $2.2M | 41,001 | 0.74% | 8q | +1.6%+$33.4K |
| Stratos Wealth Partners, LTD. | $2.1M | 40,475 | 0.02% | 6q | -34.5%-$1.1M |
| Lineweaver Wealth Advisors, LLC | $2.1M | 39,917 | 0.25% | 12q | HELD |
| PLANWISER FINANCIAL, LLC | $2.0M | 38,381 | 1.41% | 6q | +0.8%+$15.6K |
| City Center Advisors, LLC | $1.9M | 36,992 | 1.58% | 10q | +16.3%+$273.3K |
| Financial Network Wealth Advisors LLC | $1.9M | 36,102 | 1.93% | 11q | -6.9%-$140.0K |
| Concurrent Investment Advisors, LLC | $1.9M | 35,894 | 0.02% | 5q | +6.2%+$110.8K |
| Advisory Services Network, LLC | $1.8M | 34,162 | 0.02% | 18q | -29.1%-$738.8K |
| Patriot Financial Group Insurance Agency, LLC | $1.8M | 34,009 | 0.18% | 17q | -48.3%-$1.7M |
| Soltis Investment Advisors LLC | $1.7M | 32,439 | 0.10% | 11q | -13.4%-$265.3K |
| Diversify Advisory Services, LLC | $1.6M | 31,232 | 0.03% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $1.6M | 31,232 | 0.03% | 8q | HELD |
| VESTIA PERSONAL WEALTH ADVISORS | $1.6M | 31,185 | 0.64% | 9q | -7.7%-$136.9K |
| Wisconsin Wealth Advisors, LLC | $1.5M | 28,244 | 1.28% | 4q | +2.4%+$35.5K |
| Sound View Wealth Advisors Group, LLC | $1.5M | 27,986 | 0.09% | 15q | -1.0%-$14.4K |
| Signal Advisors Wealth, LLC | $1.4M | 27,043 | 0.07% | 5q | +43.1%+$428.8K |
| OneDigital Investment Advisors LLC | $1.4M | 26,698 | 0.01% | 5q | +20.7%+$241.6K |
| MARIPAU WEALTH MANAGEMENT LLC | $1.3M | 25,455 | 0.48% | 5q | +50.9%+$451.9K |
| TOP Private Wealth LLC. | $1.3M | 25,345 | 1.28% | new | FIRST |
| Private Advisor Group, LLC | $1.2M | 23,106 | 0.01% | 10q | +11.8%+$128.1K |
| Summit Financial, LLC | $1.2M | 22,757 | 0.01% | new | NEW |
| CoreCap Advisors, LLC | $1.2M | 22,384 | 0.03% | 11q | +5.2%+$58.5K |
| Applied Capital LLC | $1.1M | 21,522 | 0.37% | 8q | +20.8%+$195.1K |
| OFC FINANCIAL PLANNING, LLC | $1.1M | 21,512 | 1.01% | 7q | -8.0%-$98.9K |
| CAPTRUST FINANCIAL ADVISORS | $1.1M | 21,493 | 0.00% | 13q | +4.4%+$47.8K |
| Beacon Financial Advisory LLC | $1.1M | 21,036 | 0.22% | 5q | +24.2%+$215.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.1M | 20,815 | 0.00% | 12q | -0.9%-$9.6K |
| Equitable Holdings, Inc. | $1.1M | 20,913 | 0.01% | new | NEW |
| Steward Partners Investment Advisory, LLC | $1.1M | 20,703 | 0.01% | 12q | +5.7%+$58.8K |
| TRUIST FINANCIAL CORP | $1.1M | 20,628 | 0.00% | 9q | +0.9%+$10.2K |
| Prospera Financial Services Inc | $1.1M | 20,162 | 0.02% | 3q | +7.9%+$78.2K |
| Tradition Wealth Management, LLC | $1.0M | 19,003 | 0.06% | 2q | +15.6%+$135.3K |
| Weaver Consulting Group | $1.0M | 18,999 | 0.21% | 6q | HELD |
| BLUEDOOR PRIVATE WEALTH, LLC | $974.9K | 18,507 | 0.41% | 3q | +18.1%+$149.1K |
| Strategic Blueprint, LLC | $971.2K | 18,436 | 0.05% | 7q | HELD |
| Western Wealth Management, LLC | $969.5K | 18,403 | 0.03% | 3q | HELD |
| Creative Planning | $944.6K | 17,931 | 0.00% | 2q | -11.3%-$119.8K |
| IFG Advisory, LLC | $875.1K | 16,612 | 0.03% | 2q | HELD |
| TopTier Wealth Management, LLC | $834.2K | 15,836 | 0.50% | 3q | -17.4%-$175.7K |
| SageView Advisory Group, LLC | $826.4K | 15,688 | 0.03% | 15q | -14.3%-$138.0K |
| AdvisorNet Financial, Inc | $815.9K | 15,488 | 0.04% | 18q | +1.3%+$10.5K |
| BENJAMIN EDWARDS INC | $801.0K | 15,205 | 0.01% | new | NEW |
| J.W. COLE ADVISORS, INC. | $791.8K | 15,031 | 0.01% | new | NEW |
| SOUTHERN CAPITAL ADVISORS, LLC | $709.8K | 13,475 | 0.30% | 14q | +10.0%+$64.4K |
| Brookstone Capital Management | $694.2K | 13,177 | 0.01% | 12q | -51.3%-$732.3K |
| Sovran Advisors, LLC | $688.0K | 13,051 | 0.05% | 7q | +2.0%+$13.4K |
| Keeler Thomas Management LLC | $681.7K | 12,941 | 0.24% | new | NEW |
| CHAPMAN FINANCIAL GROUP, LLC | $667.5K | 12,671 | 0.44% | 6q | +4.5%+$29.0K |
| Nicholson Meyer Capital Management, Inc. | $589.3K | 11,187 | 0.39% | 4q | -28.8%-$238.7K |
| FOUNDERS FINANCIAL SECURITIES LLC | $566.9K | 10,761 | 0.03% | 19q | -1.3%-$7.5K |
| Trek Financial, LLC | $559.9K | 10,629 | 0.03% | 15q | HELD |
| Andina Capital Management, LLC | $544.0K | 10,326 | 0.88% | 11q | -75.4%-$1.7M |
| NewEdge Advisors, LLC | $514.9K | 9,775 | 0.00% | 15q | -0.6%-$3.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $512.2K | 9,722 | 0.00% | 6q | -42.7%-$381.8K |
Showing the largest 100 of 165 reported holders.
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 | 160 | $647.1M | 12,282,346 | 19 | 65 | 43 | 0.0% |
| Q1 2026 | 147 | $544.5M | 11,014,302 | 19 | 55 | 42 | 0.0% |
| Q4 2025 | 134 | $512.9M | 10,285,010 | 9 | 49 | 47 | 0.0% |
| Q3 2025 | 128 | $561.6M | 11,497,065 | 14 | 53 | 43 | 0.0% |
| Q2 2025 | 123 | $532.7M | 11,320,333 | 12 | 49 | 40 | 0.0% |
| Q1 2025 | 115 | $412.6M | 9,361,466 | 15 | 40 | 32 | 0.0% |
| Q4 2024 | 111 | $393.5M | 8,763,603 | 13 | 46 | 23 | 0.0% |
| Q3 2024 | 95 | $282.4M | 6,400,088 | 15 | 34 | 26 | 0.0% |
| Q2 2024 | 85 | $290.1M | 6,764,023 | 6 | 32 | 28 | 0.0% |
| Q1 2024 | 86 | $267.7M | 6,418,981 | 13 | 37 | 21 | 0.0% |
| Q4 2023 | 75 | $250.1M | 6,231,509 | 11 | 32 | 15 | 0.0% |
| Q3 2023 | 66 | $141.6M | 3,775,775 | 11 | 22 | 21 | 0.0% |
| Q2 2023 | 62 | $116.4M | 3,074,034 | 12 | 22 | 13 | 0.0% |
| Q1 2023 | 54 | $93.1M | 2,591,737 | 11 | 18 | 16 | 0.0% |
| Q4 2022 | 47 | $63.4M | 1,829,339 | 12 | 15 | 12 | 0.0% |
| Q3 2022 | 43 | $50.1M | 1,528,830 | 6 | 16 | 12 | 0.0% |
| Q2 2022 | 42 | $44.8M | 1,346,301 | 10 | 11 | 16 | 0.0% |
| Q1 2022 | 36 | $35.3M | 983,722 | 10 | 14 | 8 | 0.0% |
| Q4 2021 | 33 | $38.8M | 1,078,514 | 30 | 0 | 0 | 0.0% |