DaveManuel.com · Institutional Ownership · Who Owns It
INNOVATOR ETFS TRUST (BUFB)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
96
Reporting holders
$226.5M
Reported value
0.0%
Calls
0.0%
Puts
+9
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| Cambridge Investment Research Advisors, Inc. | $5.5M | 139,190 | 0.01% | 15q | +100.4%+$2.7M |
| 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% | 18q | HELD |
| 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 |
| CENTAURUS FINANCIAL, INC. | $1.3M | 33,702 | 0.05% | 14q | HELD |
| 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 |
| Capital Analysts, LLC | $584.0K | 14,861 | 0.01% | 2q | +71.5%+$243.6K |
| 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% |
| BFC Planning, Inc. | $67.2K | 1,710 | 0.00% | 4q | HELD |
| 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 |
| 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 |
| HAZLETT, BURT & WATSON, INC. | $9.0K | 219 | 0.00% | 15q | HELD |
| 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% |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 37 | $80.4M | 1,992,210 | 2 | 11 | 11 | 0.0% |
| Q2 2026 | 96 | $226.5M | 5,768,776 | 14 | 38 | 19 | 0.0% |
| Q1 2026 | 87 | $152.8M | 4,242,967 | 11 | 30 | 22 | 0.0% |
| Q4 2025 | 85 | $151.6M | 4,135,734 | 10 | 33 | 23 | 0.0% |
| Q3 2025 | 77 | $158.5M | 4,436,979 | 3 | 35 | 24 | 0.0% |
| Q2 2025 | 80 | $151.3M | 4,461,850 | 9 | 27 | 24 | 0.0% |
| Q1 2025 | 72 | $154.4M | 4,910,344 | 12 | 31 | 16 | 0.0% |
| Q4 2024 | 66 | $122.9M | 3,800,510 | 9 | 28 | 13 | 0.0% |
| Q3 2024 | 59 | $103.7M | 3,282,012 | 7 | 32 | 9 | 0.0% |
| Q2 2024 | 56 | $74.4M | 2,434,939 | 8 | 21 | 12 | 0.0% |
| Q1 2024 | 52 | $60.7M | 2,067,863 | 14 | 19 | 10 | 0.0% |
| Q4 2023 | 38 | $46.7M | 1,682,249 | 8 | 9 | 15 | 0.0% |
| Q3 2023 | 30 | $38.6M | 1,513,527 | 6 | 10 | 6 | 0.0% |
| Q2 2023 | 25 | $26.1M | 1,000,671 | 4 | 11 | 7 | 0.0% |
| Q1 2023 | 23 | $19.5M | 798,133 | 6 | 9 | 5 | 0.0% |
| Q4 2022 | 22 | $21.8M | 944,996 | 8 | 6 | 3 | 0.0% |
| Q3 2022 | 15 | $10.1M | 466,598 | 2 | 6 | 1 | 0.0% |
| Q2 2022 | 15 | $9.2M | 410,052 | 6 | 6 | 0 | 0.0% |
| Q1 2022 | 9 | $5.1M | 201,935 | 8 | 0 | 0 | 0.0% |