Innovator Ladd Allo Buff ETFBUFBETF
13F holders, Q2 2024 (June 30)56holders +6
8new positions
3sold out
$30.56avg. 13F price*
At the end of Q2 2024, 56 institutions reported holding Innovator Ladd Allo Buff ETF (BUFB) in their 13F filings, up 6 from Q1 2024. 8 opened new positions and 3 sold out. The largest holders were Capital Asset Advisory Services LLC ($10.5M), Osaic Holdings, Inc. ($6.5M) and Envestnet Asset Management Inc. ($5.4M).
- Company
- Innovator Ladd Allo Buff ETF
- CUSIP
- 45783Y756
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $12.9M |
| Exits | 3 | $1.3M |
All 13F filers, Q1 2024 → Q2 2024: 645,937 shares bought and 242,727 shares sold, net +403,210 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 56 holders
| Capital Asset Advisory Services LLC | 0.57% | New | 340,621 | $10.5M |
| Osaic Holdings, Inc. | 0.02% | Add +2.9% | 213,674 | $6.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -19.1% | 178,264 | $5.4M |
| HighTower Advisors, LLC | 0.01% | Add +11.8% | 166,866 | $5.1M |
| Thrivent Financial for Lutherans | 0.01% | Add +0.5% | 165,725 | $5.1M |
| 4J Wealth Management LLC | 3.10% | Add +5.3% | 122,828 | $3.7M |
| Kathmere Capital Management, LLC | 0.30% | Add +0.1% | 92,259 | $2.8M |
| Capital Wealth Management, LLC | 1.11% | Add +15.3% | 79,313 | $2.4M |
| Visionary Wealth Advisors | 0.15% | Reduce -22.7% | 76,115 | $2.3M |
| Truist Financial Corp. | 0.00% | Reduce -38.8% | 73,888 | $2.3M |
| World Investment Advisors | 0.14% | Add +22.2% | 73,193 | $2.2M |
| MTM Financial Group, LLC | 1.41% | Reduce -0.3% | 72,419 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +3391.6% | 65,922 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +41.6% | 61,847 | $1.9M |
| Wealthspire Retirement, LLC | 0.15% | Add +6.3% | 59,532 | $1.8M |
| LPL Financial LLC | 0.00% | Add +318.9% | 57,347 | $1.8M |
| Syntegra Private Wealth Group, LLC | 0.21% | No change | 54,477 | $1.7M |
| Diligent Investors, LLC | 0.33% | Add +11.8% | 43,250 | $1.3M |
| Bedel Financial Consulting, Inc. | 0.17% | Add +16.2% | 38,925 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +92.5% | 34,522 | $1.1M |
| Principal Securities, Inc. | 0.03% | Add +9.8% | 31,541 | $963K |
| KFG Wealth Management, LLC | 0.28% | Reduce -0.6% | 23,180 | $707K |
| Centaurus Financial, Inc. | 0.05% | Reduce -0.2% | 22,810 | $696K |
| Delta Investment Management, LLC | 0.15% | Reduce -58.8% | 22,345 | $682K |
| Axxcess Wealth Management, LLC | 0.02% | New | 19,443 | $593K |
| RFG Advisory, LLC | 0.02% | Add +86.1% | 18,882 | $576K |
| Continuum Wealth Advisors, LLC | 0.30% | Add +1.7% | 18,574 | $567K |
| Independent Wealth Network Inc. | 0.26% | Reduce -0.4% | 18,570 | $567K |
| Acas, LLC | 0.49% | Reduce -1.8% | 18,131 | $557K |
| SageView Advisory Group, LLC | 0.03% | Reduce -71.5% | 17,399 | $531K |
| MML Investors Services, LLC | 0.00% | New | 16,832 | $514K |
| Private Advisor Group, LLC | 0.00% | New | 15,683 | $479K |
| Kestra Advisory Services, LLC | 0.00% | Add +22.3% | 15,481 | $473K |
| CoreCap Advisors, LLC | 0.04% | New | 11,615 | $355K |
| Commonwealth Equity Services, LLC | 0.00% | Add +16.4% | 11,573 | $353K |
| Realta Investment Advisors | 0.07% | Reduce -10.1% | 11,540 | $352K |
| Advisory Services Network, LLC | 0.01% | No change | 10,666 | $326K |
| Atria Investments, Inc | 0.00% | New | 10,666 | $326K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 8,114 | $248K |
| D.B. Root & Company, LLC | 0.08% | Reduce -41.1% | 7,976 | $243K |
| Diversify Wealth Management, LLC | 0.03% | — | 7,527 | $223K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -4.3% | 6,678 | $204K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | New | 2,951 | $90K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +23.4% | 2,932 | $89K |
| Harbour Investments, Inc. | 0.00% | No change | 2,232 | $68K |
| AdvisorNet Financial, Inc | 0.01% | Add +12.5% | 1,800 | $55K |
| JPMorgan Chase & Co. | 0.00% | No change | 1,428 | $44K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Reduce -61.3% | 1,300 | $40K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,200 | $37K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -2.5% | 1,020 | $31K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,000 | $31K |
| Cwm, LLC | 0.00% | Add +44.4% | 478 | $15K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 405 | $12K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 317 | $10K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 225 | $7K |
| Clear Point Advisors Inc. | 0.00% | No change | 10 | $305 |
"% 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.