
Innovator Laddered Allocation Buffer ETF is an exchange-traded fund on BATS. As of Q3 2025, 75 institutional investors hold shares in this ETF, with total holdings valued at $153.7M. Capital Asset Advisory Services LLC is the largest holder with a position valued at $16.2M.
Overview of institutional ownership in BUFB as of Q3 2025
Institutions with the largest positions in BUFB as of Q3 2025
| Institution | Position Value |
|---|---|
Capital Asset Advisory Services LLC RIA/Wealth | $16.2M 0.70% of portfolio |
AXXCESS WEALTH MANAGEMENT, LLC RIA/Wealth | $16.2M 0.34% of portfolio |
L LPL Financial LLC Institution | $10.6M 0.00% of portfolio |
HighTower Advisors, LLC RIA/Wealth | $9.1M 0.01% of portfolio |
Seros Financial, LLC RIA/Wealth | $7.7M 4.64% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $7.0M 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $6.5M 0.01% of portfolio |
S Syntegra Private Wealth Group, LLC RIA/Wealth | $6.4M 0.60% of portfolio |
GWN SECURITIES INC. RIA/Wealth | $6.2M 1.46% of portfolio |
CAPITAL WEALTH MANAGEMENT, LLC RIA/Wealth | $6.1M 2.13% of portfolio |
Institutional buying and selling activity for BUFB in Q3 2025
| Institution | Net Bought |
|---|---|
COLUMBIA ADVISORY PARTNERS LLC RIA/Wealth | +$1.5M +41.6K shares |
S Syntegra Private Wealth Group, LLC RIA/Wealth | +$891.3K +24.9K shares |
GWN SECURITIES INC. RIA/Wealth | +$868.4K +24.3K shares |
Heritage Wealth Management, Inc. RIA/Wealth | +$800.1K +22.4K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$599.1K +16.8K shares |
HighTower Advisors, LLC RIA/Wealth | +$521.9K +14.6K shares |
A Advisor Group Holdings, Inc. Institution | +$456.6K +13.1K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$451.3K +12.6K shares |
L LPL Financial LLC Institution | +$415.0K +11.6K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$277.4K +7.8K shares |
| Institution | Net Sold |
|---|---|
Encompass More Asset Management RIA/Wealth | −$4.7M −132.6K shares |
Capital Asset Advisory Services LLC RIA/Wealth | −$1.0M −28.5K shares |
AXXCESS WEALTH MANAGEMENT, LLC RIA/Wealth | −$962.8K −26.9K shares |
−$620.1K −17.4K shares | |
O OLD MISSION CAPITAL LLC Institution | −$315.4K −9.3K shares |
Trail Ridge Investment Advisors, LLC RIA/Wealth | −$209.0K −6.1K shares |
Kestra Advisory Services, LLC RIA/Wealth | −$130.6K −3.7K shares |
4J Wealth Management LLC RIA/Wealth | −$115.8K −3.2K shares |
Bellwether Advisors, LLC RIA/Wealth | −$115.1K −3.4K shares |
D Diligent Investors, LLC RIA/Wealth | −$98.0K −2.7K shares |
Institutions that initiated new positions or completely exited BUFB in Q3 2025
| Institution | Position Value |
|---|---|
Capital Investment Advisors, LLC RIA/Wealth | $210.2K 5.9K shares |
Triumph Capital Management RIA/Wealth | $72.8K 2.0K shares |
| Institution | Previous Position |
|---|---|
O OLD MISSION CAPITAL LLC Institution | $315.4K 9.3K shares |
Trail Ridge Investment Advisors, LLC RIA/Wealth | $209.0K 6.1K shares |
Bellwether Advisors, LLC RIA/Wealth | $115.1K 3.4K shares |
Ameritas Advisory Services, LLC RIA/Wealth | $81.7K 2.4K shares |
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | $1.6K 46.0 shares |
Institutions with the largest Call and Put options positions in BUFB as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with BUFB as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Seros Financial, LLC RIA/Wealth | 4.64% $7.7M |
CAPITAL WEALTH MANAGEMENT, LLC RIA/Wealth | 2.13% $6.1M |
COLUMBIA ADVISORY PARTNERS LLC RIA/Wealth | 1.87% $2.7M |
GWN SECURITIES INC. RIA/Wealth | 1.46% $6.2M |
OFC FINANCIAL PLANNING, LLC Private Equity | 1.13% $1.1M |
Capital Asset Advisory Services LLC RIA/Wealth | 0.70% $16.2M |
KFG WEALTH MANAGEMENT, LLC RIA/Wealth | 0.61% $4.2M |
S Syntegra Private Wealth Group, LLC RIA/Wealth | 0.60% $6.4M |
Mackey Komara & Dankovich, LLC RIA/Wealth | 0.56% $562.5K |
Heritage Wealth Management, Inc. RIA/Wealth | 0.51% $1.8M |
Discover hedge funds investing in BUFB


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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