
Innovator Laddered Allocation Power Buffer is a publicly traded company on XNAS. As of Q3 2025, 125 institutional investors hold shares in this company, with total holdings valued at $532.2M. LPL Financial LLC is the largest holder with a position valued at $84.1M.
Overview of institutional ownership in BUFF as of Q3 2025
Institutions with the largest positions in BUFF as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $84.1M 0.02% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $63.0M 0.02% of portfolio |
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $44.7M 0.07% of portfolio |
Cetera Investment Advisers RIA/Wealth | $27.5M 0.03% of portfolio |
A Advisor Group Holdings, Inc. Institution | $25.2M 0.04% of portfolio |
GGM Financials LLC RIA/Wealth | $25.1M 12.69% of portfolio |
Kingsview Wealth Management, LLC RIA/Wealth | $24.6M 0.38% of portfolio |
KFG WEALTH MANAGEMENT, LLC RIA/Wealth | $22.6M 3.31% of portfolio |
Prasad Wealth Partners, LLC RIA/Wealth | $18.8M 5.28% of portfolio |
L LifeWealth Investments, LLC Institution | $11.4M 3.42% of portfolio |
Institutional buying and selling activity for BUFF in Q3 2025
| Institution | Net Bought |
|---|---|
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$11.8M +241.8K shares |
Cetera Investment Advisers RIA/Wealth | +$7.9M +161.5K shares |
KFG WEALTH MANAGEMENT, LLC RIA/Wealth | +$1.9M +39.8K shares |
Kestra Advisory Services, LLC RIA/Wealth | +$1.9M +39.2K shares |
Concurrent Investment Advisors, LLC RIA/Wealth | +$988.6K +20.2K shares |
C COLUMBIA ADVISORY PARTNERS LLC RIA/Wealth | +$886.1K +18.1K shares |
Mutual Advisors, LLC RIA/Wealth | +$815.1K +16.6K shares |
HighTower Advisors, LLC RIA/Wealth | +$699.9K +14.3K shares |
Advisor Resource Council RIA/Wealth | +$634.0K +13.0K shares |
Prasad Wealth Partners, LLC RIA/Wealth | +$629.8K +12.9K shares |
| Institution | Net Sold |
|---|---|
L LPL Financial LLC Institution | −$52.2M −1.1M shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$3.8M −77.4K shares |
J JANE STREET GROUP, LLC Institution | −$3.2M −65.8K shares |
Brookstone Capital Management RIA/Wealth | −$2.9M −58.5K shares |
S SageView Advisory Group, LLC RIA/Wealth | −$2.8M −57.7K shares |
CHANNEL WEALTH LLC RIA/Wealth | −$1.7M −35.5K shares |
Armis Advisers, LLC RIA/Wealth | −$1.6M −33.9K shares |
IFG Advisory, LLC RIA/Wealth | −$1.5M −30.6K shares |
Buska Wealth Management, LLC RIA/Wealth | −$1.4M −29.1K shares |
HARBOUR INVESTMENTS, INC. RIA/Wealth | −$1.1M −22.0K shares |
Institutions that initiated new positions or completely exited BUFF in Q3 2025
| Institution | Position Value |
|---|---|
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $44.7M 915.7K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | $4.3M 88.1K shares |
Core Wealth Advisors, Inc. RIA/Wealth | $3.8M 78.7K shares |
R Ronald Blue Trust, Inc. Institution | $3.2M 66.4K shares |
Wisconsin Wealth Advisors, LLC RIA/Wealth | $1.1M 21.5K shares |
SeaCrest Wealth Management, LLC RIA/Wealth | $785.9K 16.1K shares |
Beacon Pointe Advisors, LLC RIA/Wealth | $639.9K 13.1K shares |
GOLDMAN SACHS GROUP INC Institution | $486.9K 10.0K shares |
Nicholson Meyer Capital Management, Inc. RIA/Wealth | $451.1K 9.2K shares |
Clear Creek Financial Management, LLC RIA/Wealth | $307.9K 6.3K shares |
| Institution | Previous Position |
|---|---|
Armis Advisers, LLC RIA/Wealth | $1.6M 33.9K shares |
$653.6K 13.8K shares | |
O OLD MISSION CAPITAL LLC Institution | $592.3K 12.6K shares |
AlphaStar Capital Management, LLC RIA/Wealth | $485.5K 10.3K shares |
Davies Financial Advisors, Inc. RIA/Wealth | $247.6K 5.3K shares |
T THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity | $48.2K 1.0K shares |
Ameritas Advisory Services, LLC RIA/Wealth | $47.2K 1.0K shares |
ATTICUS WEALTH MANAGEMENT, LLC RIA/Wealth | $24.4K 520.0 shares |
Institutions with the largest Call and Put options positions in BUFF as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with BUFF as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
GGM Financials LLC RIA/Wealth | 12.69% $25.1M |
Prasad Wealth Partners, LLC RIA/Wealth | 5.28% $18.8M |
L LifeWealth Investments, LLC Institution | 3.42% $11.4M |
KFG WEALTH MANAGEMENT, LLC RIA/Wealth | 3.31% $22.6M |
Buska Wealth Management, LLC RIA/Wealth | 2.98% $9.9M |
Seros Financial, LLC RIA/Wealth | 2.16% $3.7M |
Financial Network Wealth Advisors LLC RIA/Wealth | 2.16% $2.0M |
Advisor Resource Council RIA/Wealth | 1.78% $1.3M |
PLANWISER FINANCIAL, LLC RIA/Wealth | 1.53% $1.9M |
A Andina Capital Management, LLC Institution | 1.42% $2.5M |
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