Innovator ETFs Trust - BUFB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 383,596 | 13,774 | 0.0% | 0.0% | 1 | +60,368 | 18.68% | Q1 2026 | May 06, 2026 |
| HighTower Advisors, LLC | History | Added to | 290,949 | 10,447 | 0.01% | 0.01% | 2 | +14,984 | 5.43% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 234,345 | 8,415 | 0.0% | 0.0% | 3 | +12,997 | 5.87% | Q1 2026 | May 04, 2026 |
| GWN SECURITIES INC. | History | Added to | 228,016 | 8,188 | 1.57% | 1.6% | 4 | +11,790 | 5.45% | Q1 2026 | May 14, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 213,581 | 7,669 | 2.07% | 2.26% | 5 | +22,261 | 11.64% | Q1 2026 | Apr 17, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 199,050 | 7,573 | 0.14% | 0.31% | 6 | +17,254 | 9.49% | Q1 2026 | May 01, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 193,108 | 6,934 | 0.66% | 0.64% | 7 | +3,913 | 2.07% | Q1 2026 | Apr 27, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Added to | 183,120 | 6,575 | 4.2% | 3.53% | 8 | +41,572 | 29.37% | Q1 2026 | Apr 23, 2026 |
| Cetera Investment Advisers | History | Added to | 166,140 | 5,966 | 0.01% | 0.01% | 9 | +23,968 | 16.86% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 165,201 | 5,932 | 0.01% | 0.01% | 10 | +510 | 0.31% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 163,624 | 5,875 | 0.01% | 0.01% | 11 | -13,075 | -7.4% | Q1 2026 | May 15, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 115,810 | 4,158 | 0.54% | 0.56% | 12 | +1,284 | 1.12% | Q1 2026 | Apr 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 112,158 | 4,027 | 0.06% | 0.04% | 13 | +35,354 | 46.03% | Q1 2026 | May 13, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 82,829 | 2,974 | 0.18% | 0.21% | 14 | -338 | -0.41% | Q1 2026 | Apr 28, 2026 |
| Encompass More Asset Management | History | Added to | 81,788 | 2,937 | 0.49% | 0.25% | 15 | +44,204 | 117.61% | Q1 2026 | Apr 28, 2026 |
| World Investment Advisors | History | Added to | 78,496 | 2,818 | 0.05% | 0.05% | 16 | +751 | 0.97% | Q1 2026 | Apr 27, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 73,323 | 2,633 | 1.3% | 0.7% | 17 | +4,480 | 6.51% | Q1 2026 | Apr 20, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 72,743 | 2,612 | 0.0% | 0.01% | 18 | -19,385 | -21.04% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 69,459 | 2,494 | 0.01% | 0.01% | 19 | -2,153 | -3.01% | Q1 2026 | Apr 30, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 67,484 | 2,423 | 1.13% | 0.97% | 20 | +6,463 | 10.59% | Q1 2026 | May 04, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 58,358 | 2,095 | 0.13% | 0.17% | 21 | -17,436 | -23.0% | Q1 2026 | May 13, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 56,626 | 2,033 | 0.23% | 0.2% | 22 | +5,475 | 10.7% | Q1 2026 | May 04, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 49,832 | 1,789 | 0.2% | 0.05% | 23 | +36,721 | 280.08% | Q1 2026 | Apr 23, 2026 |
| Seros Financial, LLC | History | Reduced | 48,854 | 1,754 | 1.12% | 4.74% | 24 | -171,954 | -77.87% | Q1 2026 | May 05, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 45,256 | 1,625 | 0.02% | 0.02% | 25 | +15,927 | 54.3% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 42,160 | 1,513 | 0.0% | 0.0% | 26 | -2,604 | -5.82% | Q1 2026 | May 14, 2026 |
| Diligent Investors, LLC | History | Reduced | 41,097 | 1,475 | 0.37% | 0.38% | 27 | -530 | -1.27% | Q1 2026 | Apr 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 40,696 | 1,461 | 0.0% | 0.0% | 28 | +4,240 | 11.63% | Q1 2026 | May 04, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 33,564 | 1,205 | 0.06% | 0.05% | 29 | +2,008 | 6.36% | Q1 2026 | May 18, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Reduced | 33,529 | 1,204 | 1.18% | 1.17% | 30 | -37 | -0.11% | Q1 2026 | May 06, 2026 |
| Balance Wealth, LLC | History | Reduced | 33,262 | 1,194 | 0.37% | 0.42% | 31 | -2,547 | -7.11% | Q1 2026 | Apr 20, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 33,074 | 1,187 | 0.03% | 0.03% | 32 | +68 | 0.21% | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | Reduced | 30,720 | 1,103 | 0.05% | 0.06% | 33 | -3,611 | -10.52% | Q1 2026 | May 13, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Reduced | 25,380 | 911 | 0.38% | 0.36% | 34 | -41 | -0.16% | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 23,702 | 851 | 0.0% | 0.0% | 35 | -50 | -0.21% | Q1 2026 | May 08, 2026 |
| Curtis Advisory Group, LLC | History | No change | 23,177 | 832 | 0.18% | 0.18% | 36 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 22,048 | 791 | 0.33% | 0.29% | 37 | +3,098 | 16.35% | Q1 2026 | Apr 23, 2026 |
| 4J Wealth Management LLC | History | Reduced | 21,309 | 765 | 0.43% | 0.46% | 38 | -545 | -2.49% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 19,382 | 696 | 0.0% | 0.0% | 39 | -880 | -4.34% | Q1 2026 | Apr 27, 2026 |
| RFG Advisory, LLC | History | Reduced | 18,100 | 649 | 0.01% | 0.01% | 40 | -1,655 | -8.38% | Q1 2026 | Apr 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 16,734 | 600 | 0.0% | 0.0% | 41 | -504 | -2.92% | Q1 2026 | Apr 24, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 16,119 | 578 | 0.04% | 0.02% | 42 | +8,880 | 122.67% | Q1 2026 | May 05, 2026 |
| MKD WEALTH COACHES, LLC | History | No change | 15,740 | 565 | 0.56% | 0.58% | 43 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Arlington Capital Management, Inc. | History | New | 14,061 | 504 | 0.28% | — | 44 | +14,061 | New | Q1 2026 | May 01, 2026 |
| Harvest Investment Services, LLC | History | No change | 12,882 | 462 | 0.08% | 0.09% | 45 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vantage Financial Partners, LLC | History | No change | 12,434 | 455 | 0.09% | 0.09% | 46 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 12,246 | 439 | 0.02% | 0.03% | 48 | -468 | -3.68% | Q1 2026 | Apr 30, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Reduced | 12,250 | 439 | 0.11% | 0.11% | 47 | -400 | -3.16% | Q1 2026 | Apr 28, 2026 |
| Western Wealth Management, LLC | History | Reduced | 12,132 | 435 | 0.02% | 0.02% | 49 | -262 | -2.11% | Q1 2026 | May 19, 2026 |
| Brookstone Capital Management | History | Reduced | 12,111 | 434 | 0.0% | 0.01% | 50 | -995 | -7.59% | Q1 2026 | Apr 16, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 11,763 | 422 | 0.01% | 0.02% | 51 | -6,377 | -35.15% | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | Added to | 11,687 | 419 | 0.0% | 0.0% | 52 | +2,215 | 23.38% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | Added to | 11,687 | 419 | 0.01% | 0.0% | 53 | +2,215 | 23.38% | Q1 2026 | May 15, 2026 |
| IBEX WEALTH ADVISORS | History | New | 10,056 | 361 | 0.03% | — | 54 | +10,056 | New | Q1 2026 | Apr 30, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 9,765 | 350 | 0.05% | 0.05% | 55 | +141 | 1.47% | Q1 2026 | May 11, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 8,796 | 334 | 0.01% | 0.03% | 56 | -8,211 | -48.28% | Q1 2026 | Apr 24, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 9,010 | 323 | 0.23% | 0.23% | 57 | -145 | -1.58% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | New | 8,796 | 318 | 0.0% | — | 58 | +8,796 | New | Q1 2026 | Apr 07, 2026 |
| Bank of New York Mellon Corp | History | New | 8,664 | 311 | 0.0% | — | 59 | +8,664 | New | Q1 2026 | May 05, 2026 |
| Capital Analysts, LLC | History | New | 8,663 | 311 | 0.01% | — | 60 | +8,663 | New | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | No change | 8,114 | 291 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 7,629 | 273 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 7,486 | 268 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| VestGen Advisors, LLC | History | Reduced | 6,762 | 262 | 0.01% | 0.01% | 64 | -231 | -3.3% | Q1 2026 | May 14, 2026 |
| D.B. Root & Company, LLC | History | No change | 7,194 | 258 | 0.06% | 0.06% | 65 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 7,153 | 256 | 0.0% | — | 66 | +7,153 | New | Q1 2026 | May 15, 2026 |
| COFG Advisors, LLC | History | No change | 6,775 | 243 | 0.06% | 0.06% | 67 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisors, LLC | History | No change | 5,880 | 211 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| AdvisorNet Financial, Inc | History | No change | 4,100 | 147 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Dunhill Financial, LLC | History | New | 3,410 | 122 | 0.03% | — | 70 | +3,410 | New | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 2,000 | 70 | 0.0% | — | 72 | +2,000 | New | Q1 2026 | May 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 1,951 | 70 | 0.02% | 0.03% | 71 | -310 | -13.71% | Q1 2026 | Apr 09, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,476 | 54 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 1,500 | 53 | 0.04% | 0.02% | 74 | +800 | 114.29% | Q1 2026 | Apr 21, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,388 | 49 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| TopTier Wealth Management, LLC | History | New | 1,201 | 43 | 0.03% | — | 77 | +1,201 | New | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,217 | 43 | 0.0% | 0.0% | 76 | +406 | 50.06% | Q1 2026 | May 15, 2026 |
| Benson Wealth Management INC | History | New | 1,181 | 42 | 0.06% | — | 78 | +1,181 | New | Q1 2026 | May 12, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,031 | 37 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,000 | 35 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 405 | 14 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 332 | 11 | 0.0% | 0.0% | 82 | +3 | 0.91% | Q1 2026 | May 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 219 | 8 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | No change | 163 | 5 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | No change | 130 | 4 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MORGAN STANLEY | History | No change | 83 | 2 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 62 | 2 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,602 | -100.0% | Q1 2026 | Apr 30, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,742 | -100.0% | Q1 2026 | Apr 29, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,892 | -100.0% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,709 | -100.0% | Q1 2026 | May 11, 2026 |
| BLVD Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -5,559 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | New | 24 | 0 | — | — | — | +24 | New | Q1 2026 | May 13, 2026 |