QBUF institutional holders

Innovator Nasdaq-100 10 Buffer ETF Quarterly · 58 reporting institutions · $98.4M reported value

Funds that can replace QBUF · QBUF return decomposition

Institutional holdings

Institutions reporting QBUF, largest first
InstitutionReported positionAdvisors at firmReport period
The Salvetti Group$13.2M62026-06-30
Prasad Wealth Partners, LLC$12M112026-06-30
Mutual Advisors, LLC$8.3M1532026-06-30
Sovran Advisors, LLC$6M702026-06-30
Smart Wealth LLC$5.5M192026-06-30
Creativeone Wealth, LLC$5.3M2212026-06-30
Osaic Holdings, Inc.$4.3M02026-06-30
Raymond James Financial Inc$4.3M02026-06-30
Farther Finance Advisors, LLC$3.2M3342026-06-30
Cary Street Partners Financial LLC$3.1M02026-06-30
Beacon Pointe Advisors, LLC$3.1M4662026-06-30
Kestra Advisory Services, LLC$2.7M1,4792026-06-30
Cetera Investment Advisers$2.1M10,3702026-06-30
Kingsview Wealth Management, LLC$2M1152026-06-30
Planvest Financial, Inc$1.9M62026-06-30
Commonwealth Equity Services, LLC$1.9M2,8632026-06-30
Summit Financial, LLC$1.6M2292026-06-30
Hollencrest Capital Management$1.4M152026-06-30
Brookstone Capital Management$1.3M3372026-06-30
Independent Financial Group, LLC$1.3M4812026-06-30
Crux Wealth Advisors$1.3M92026-06-30
Arq Wealth Advisors, LLC$906.2K152026-06-30
Red Crane Wealth Management, LLC$884.1K22026-06-30
Hightower Advisors, LLC$823.8K1,0462026-06-30
MML Investors Services, LLC$737.2K5,1202026-06-30
Sugar Maple Asset Management, LLC$736.6K32026-06-30
Triumph Capital Management$709.4K142026-06-30
Ae Wealth Management LLC$665.6K4712026-06-30
Envestnet Pmc$631.9K602026-06-30
Lpl Financial LLC$626.7K23,4582026-06-30
Bright Futures Wealth Management, Llc.$565.5K142026-06-30
Valmark Advisers, Inc.$505.9K2952026-06-30
Seia$497.9K1412026-06-30
Keating Financial Advisory Services, Inc.$427.3K252026-06-30
Mtm Financial Group, LLC$425.6K82026-06-30
Stratos Wealth Advisors, LLC$375.3K712026-06-30
Kestra Private Wealth Services, LLC$339.1K2062026-06-30
The Pitti Group Wealth Management, LLC$325.6K42026-06-30
Calton & Associates, Inc.$303.8K1402026-06-30
Diversify Advisory Services, LLC$291.2K1162026-06-30
Diversify Wealth Management, LLC$291.2K782026-06-30
Visionary Wealth Advisors$287.1K462026-06-30
Harbour Investments, Inc.$276.7K2472026-06-30
Trustbank$266.3K02026-06-30
Yarger Wealth Strategies, LLC$202.1K42026-06-30
First Heartland Consultants, Inc.$200.7K992026-06-30
Wealthshield Partners, LLC$123.1K02026-06-30
Clearstead; Clearstead Advisory Solutions$59.4K642026-06-30
Fiduciary Financial Advisors$37.5K512026-06-30
Woodard & Co Asset Management Group Inc /adv$21.5K52026-06-30
Caitlin John, LLC$20.5K242026-06-30
Sunbelt Securities, Inc.$19.7K632026-03-31
Noble Wealth Management Pbc.$9.2K42026-06-30
Ifp Advisors, Inc$6.6K3182026-06-30
Centaurus Financial, Inc.$5.8K4312026-06-30
Mosley Wealth Management$3.1K122026-06-30
Motiv8 Investments LLC$298102025-12-31
Kingdom Financial Group Llc.$277152026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30