Who Owns INNOVATOR LADDERED (BUFB)? -- Institutional Holders (2026-03-31)

91 institutions reported holding $150.4M of INNOVATOR LADDERED (BUFB) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($13.8M), HighTower Advisors, LLC ($10.4M), ENVESTNET ASSET MANAGEMENT INC ($8.4M), GWN SECURITIES INC. ($8.2M), CAPITAL WEALTH MANAGEMENT, LLC ($7.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$13.8M383,596Added
2HighTower Advisors, LLC$10.4M290,949Added
3ENVESTNET ASSET MANAGEMENT INC$8.4M234,345Added
4GWN SECURITIES INC.$8.2M228,016Added
5CAPITAL WEALTH MANAGEMENT, LLC$7.7M213,581Added
6DIVERSIFY WEALTH MANAGEMENT, LLC$7.6M199,050Added
7Syntegra Private Wealth Group, LLC$6.9M193,108Added
8COLUMBIA ADVISORY PARTNERS LLC$6.6M183,120Added
9Cetera Investment Advisers$6.0M166,140Added
10COMMONWEALTH EQUITY SERVICES, LLC$5.9M165,201Added
11OSAIC HOLDINGS, INC.$5.9M163,624Trimmed
12KFG WEALTH MANAGEMENT, LLC$4.2M115,810Added
13PRINCIPAL SECURITIES, INC.$4.0M112,158Added
14Kathmere Capital Management, LLC$3.0M82,829Trimmed
15Encompass More Asset Management$2.9M81,788Added
16World Investment Advisors$2.8M78,496Added
17Heritage Wealth Management, Inc.$2.6M73,323Added
18Rockefeller Capital Management L.P.$2.6M72,743Trimmed
19Cambridge Investment Research Advisors, Inc.$2.5M69,459Trimmed
20OPTIMA CAPITAL LLC$2.4M67,484Added
21NFP Retirement, Inc.$2.1M58,358Trimmed
22Bedel Financial Consulting, Inc.$2.0M56,626Added
23Caliber Wealth Management, LLC / KS$1.8M49,832Added
24Seros Financial, LLC$1.8M48,854Trimmed
25Kingsview Wealth Management, LLC$1.6M45,256Added

Source: SEC Form 13F filings · as of 2026-03-31