Innovator Ladd Allo Buff ETFBUFBETF
13F holders, Q1 2024 (March 31)50holders
$29.35avg. 13F price*
At the end of Q1 2024, 50 institutions reported holding Innovator Ladd Allo Buff ETF (BUFB) in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($6.5M), Osaic Holdings, Inc. ($6.1M) and Thrivent Financial for Lutherans ($4.8M).
- Company
- Innovator Ladd Allo Buff ETF
- CUSIP
- 45783Y756
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $6.1M |
| Exits | 1 | $68K |
Ownership 50 holders
| Envestnet Asset Management Inc. | 0.00% | Add +11.4% | 220,442 | $6.5M |
| Osaic Holdings, Inc. | 0.01% | Add +76.2% | 207,743 | $6.1M |
| Thrivent Financial for Lutherans | 0.01% | Add +2.2% | 164,899 | $4.8M |
| HighTower Advisors, LLC | 0.01% | Add +9.3% | 149,199 | $4.4M |
| Truist Financial Corp. | 0.01% | Add +4.5% | 120,703 | $3.5M |
| 4J Wealth Management LLC | 2.96% | New | 116,670 | $3.4M |
| Visionary Wealth Advisors | 0.20% | Reduce -4.5% | 98,414 | $2.9M |
| Kathmere Capital Management, LLC | 0.31% | Reduce -9.1% | 92,123 | $2.7M |
| MTM Financial Group, LLC | 1.42% | Reduce -11.6% | 72,621 | $2.1M |
| Capital Wealth Management, LLC | 0.97% | Reduce -3.8% | 68,797 | $2.0M |
| World Investment Advisors | 0.25% | Reduce -63.5% | 59,888 | $1.8M |
| SageView Advisory Group, LLC | 0.09% | Reduce -46.6% | 61,135 | $1.7M |
| Wealthspire Retirement, LLC | 0.14% | Add +9.6% | 56,006 | $1.6M |
| Syntegra Private Wealth Group, LLC | 0.21% | Add +20.4% | 54,477 | $1.6M |
| Delta Investment Management, LLC | 0.36% | Add +105.8% | 54,212 | $1.6M |
| Cetera Investment Advisers | 0.00% | New | 43,661 | $1.3M |
| Diligent Investors, LLC | 0.29% | Add +52.5% | 38,695 | $1.1M |
| Bedel Financial Consulting, Inc. | 0.15% | Reduce -22.8% | 33,491 | $984K |
| Susquehanna International Group, LLP | 0.00% | Reduce -0.9% | 28,902 | $849K |
| Principal Securities, Inc. | 0.03% | Add +92.7% | 28,734 | $844K |
| KFG Wealth Management, LLC | 0.28% | Add +17.3% | 23,310 | $685K |
| Centaurus Financial, Inc. | 0.05% | Reduce -0.4% | 22,854 | $671K |
| Independent Wealth Network Inc. | 0.26% | New | 18,649 | $548K |
| Acas, LLC | 0.53% | Add +0.4% | 18,471 | $543K |
| Continuum Wealth Advisors, LLC | 0.30% | Add +8.3% | 18,268 | $537K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.2% | 17,931 | $527K |
| Old Mission Capital LLC | 0.01% | Add +93.6% | 16,331 | $480K |
| LPL Financial LLC | 0.00% | New | 13,691 | $402K |
| D.B. Root & Company, LLC | 0.13% | Add +0.8% | 13,553 | $398K |
| Realta Investment Advisors | 0.08% | Add +29.7% | 12,840 | $377K |
| Kestra Advisory Services, LLC | 0.00% | Add +73.7% | 12,662 | $372K |
| Advisory Services Network, LLC | 0.01% | Reduce -4.4% | 10,666 | $313K |
| RFG Advisory, LLC | 0.01% | Reduce -1.4% | 10,145 | $298K |
| Commonwealth Equity Services, LLC | 0.00% | New | 9,944 | $292K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 8,114 | $238K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +8.3% | 6,980 | $205K |
| Hazlett, Burt & Watson, Inc. | 0.06% | No change | 3,360 | $99K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 2,377 | $70K |
| Harbour Investments, Inc. | 0.00% | No change | 2,232 | $66K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,888 | $55K |
| AdvisorNet Financial, Inc | 0.00% | Add +23.1% | 1,600 | $47K |
| JPMorgan Chase & Co. | 0.00% | New | 1,428 | $42K |
| Global Retirement Partners, LLC | 0.00% | New | 1,200 | $35K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | New | 1,046 | $31K |
| Creative Financial Designs Inc. | 0.00% | New | 1,000 | $29K |
| WASHINGTON TRUST Co | 0.00% | New | 539 | $16K |
| Cwm, LLC | 0.00% | New | 331 | $10K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 317 | $9K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 225 | $7K |
| Clear Point Advisors Inc. | 0.00% | New | 10 | $294 |
"% of holder's portfolio" is BUFB's weight in each manager's 13F, not the share of Innovator Ladd Allo Buff ETF the manager owns.