13FBOX
INNOVATOR ETFS · 13F 机构持仓分析
期权收益计算器 机构排行
I

INNOVATOR ETFS

BUFF
持有机构数
163
机构合计市值 (Q2 2026)
$6.68亿
机构合计股数 (Q2 2026)
1,270.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+177.8万股
91 · 24 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-87.1万股
57 · 11 清仓 · ≈
⚖️ 净额
+90.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$6.68亿
持有机构数
163
新买入
24
加仓
67
减仓
46
清仓
11
持股不变
26
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
LPL金融LPL Financial LLC
0.02%0.02%#96$1.03亿194.8万股$8,236.1万166.7万股+28.1万股+16.89%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.02%#106$6,194.4万117.6万股$5,691.7万115.2万股+2.4万股+2.08%加仓
Cetera投资顾问Cetera Investment Advisers
0.03%0.03%#86$3,470.0万65.9万股$3,119.3万63.1万股+2.7万股+4.34%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.04%0.02%#81$2,995.3万56.9万股$1,263.3万25.6万股+31.3万股+122.39%加仓
Kingsview Wealth Management, LLC
0.45%0.35%#29$2,571.2万52.0万股$2,571.2万52.0万股00.00%持仓不变
Prasad Wealth Partners, LLC
5.21%5.36%#5$2,163.1万41.1万股$1,967.7万39.8万股+1.2万股+3.11%加仓
Collaborative Wealth Managment Inc.
8.82%8.55%#1$2,102.7万39.9万股$1,861.6万37.7万股+2.2万股+5.94%加仓
LifeWealth Investments, LLC
5.23%4.97%#4$1,956.1万37.1万股$1,664.5万33.7万股+3.4万股+10.22%加仓
Janney Montgomery Scott LLC
0.04%0.04%#80$1,885.8万35.8万股$1,745.3万35.3万股+4,762股+1.35%加仓
Holos Integrated Wealth LLC
8.55%8.19%#2$1,831.9万34.7万股$1,618.8万32.5万股+2.2万股+6.77%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#128$1,474.5万28.0万股$1,238.1万25.1万股+2.9万股+11.71%加仓
瑞银集团UBS Group AG
<0.01%#137$1,375.4万26.1万股$00股+26.1万股新买入
共同顾问Mutual Advisors, LLC
0.24%0.25%#40$1,298.9万24.7万股$1,146.7万23.2万股+1.4万股+6.24%加仓
MTM FINANCIAL GROUP, LLC
5.55%5.57%#3$1,294.2万24.6万股$1,185.8万24.0万股+5,669股+2.36%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.02%#105$1,183.1万22.5万股$1,094.1万22.1万股+3,145股+1.42%加仓
HighTower顾问HighTower Advisors, LLC
0.01%0.01%#116$1,087.4万20.6万股$939.2万19.0万股+1.6万股+8.59%加仓
Quadcap Wealth Management, LLC
1.02%#17$1,054.1万20.0万股$00股+20.0万股新买入
Buska Wealth Management, LLC
3.74%3.79%#6$1,036.9万19.7万股$943.1万19.1万股+5,957股+3.12%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.03%0.03%#87$975.2万18.5万股$786.9万15.9万股+2.6万股+16.24%加仓
Cambridge Investment Research Advisors, Inc.
0.02%0.02%#98$935.7万17.8万股$906.4万18.3万股-5,830股-3.18%减仓
港湾投资HARBOUR INVESTMENTS, INC.
0.11%0.13%#56$821.5万15.6万股$810.9万16.4万股-8,175股-4.98%减仓
世界投资顾问World Investment Advisors
0.13%0.12%#50$803.3万15.3万股$751.3万15.2万股+461股+0.30%加仓
KFG WEALTH MANAGEMENT, LLC
0.83%0.88%#21$733.1万13.9万股$683.2万13.8万股+885股+0.64%加仓
GWN SECURITIES INC.
1.17%1.24%#15$702.5万13.3万股$649.2万13.1万股+1,962股+1.49%加仓
CALIBER WEALTH MANAGEMENT, LLC / KS
0.62%0.62%#23$642.5万12.2万股$565.0万11.4万股+7,615股+6.66%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.03%0.03%#90$625.5万11.9万股$499.9万10.1万股+1.8万股+17.36%加仓
Core Wealth Advisors, Inc.
1.16%1.24%#16$579.5万11.0万股$520.5万10.5万股+4,664股+4.43%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#113$577.4万11.0万股$437.3万8.8万股+2.1万股+23.85%加仓
Forvis玛泽财富顾问Forvis Mazars Wealth Advisors, LLC
0.09%0.1%#61$533.9万10.1万股$541.6万11.0万股-8,251股-7.53%减仓
Seros Financial, LLC
2.62%2.88%#7$502.5万9.5万股$453.0万9.2万股+3,700股+4.04%加仓
Merit金融集团Merit Financial Group, LLC
0.03%0.03%#91$467.8万8.9万股$435.7万8.8万股+637股+0.72%加仓
Garden State Investment Advisory Services LLC
0.85%1.07%#20$467.8万8.9万股$485.1万9.8万股-9,382股-9.56%减仓
CreativeOne Wealth, LLC
0.09%0.08%#60$420.8万8.0万股$342.4万6.9万股+1.1万股+15.28%加仓
COLUMBIA ADVISORY PARTNERS LLC
2.24%2.36%#9$405.3万7.7万股$370.3万7.5万股+1,980股+2.64%加仓
Visionary Wealth 顾问Visionary Wealth Advisors
0.12%0.14%#52$301.2万5.7万股$313.7万6.3万股-6,315股-9.95%减仓
Axxcess财富管理AXXCESS WEALTH MANAGEMENT, LLC
0.05%#76$294.7万5.6万股$00股+5.6万股新买入
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#129$273.0万5.2万股$298.4万6.0万股-8,565股-14.18%减仓
财富关怀顾问Wealthcare Advisory Partners LLC
0.05%0.05%#72$267.3万5.1万股$260.6万5.3万股-1,998股-3.79%减仓
Southland Equity Partners LLC
0.46%0.48%#28$264.9万5.0万股$248.5万5.0万股00.00%持仓不变
Blue TrustBlue Trust, Inc.
0.02%0.03%#95$260.6万4.9万股$267.0万5.4万股-4,559股-8.44%减仓
Glen Eagle Advisors, LLC
0.33%0.37%#37$259.8万4.9万股$263.7万5.3万股-4,059股-7.61%减仓
Capital Analysts, LLC
0.06%#68$253.0万4.8万股$00股+4.8万股新买入
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.05%#75$252.5万4.8万股$00股+4.8万股新买入
Comprehensive Financial Consultants Institutional, Inc.
0.66%0.65%#22$248.9万4.7万股$218.0万4.4万股+3,129股+7.09%加仓
信安证券PRINCIPAL SECURITIES, INC.
0.03%0.03%#88$244.2万4.6万股$217.5万4.4万股+2,325股+5.28%加仓
MILESTONE ASSET MANAGEMENT, LLC
0.36%0.41%#36$231.4万4.4万股$220.9万4.5万股-766股-1.71%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#155$231.1万4.4万股$83.2万1.7万股+2.7万股+160.65%加仓
Focus Financial Network, Inc.
0.07%0.08%#63$226.7万4.3万股$212.4万4.3万股+45股+0.10%加仓
Diligent Investors, LLC
0.49%0.51%#26$218.7万4.2万股$205.1万4.2万股+6股+0.01%加仓
JDM Financial Group LLC
0.41%0.77%#32$216.0万4.1万股$199.5万4.0万股+634股+1.57%加仓

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