Innovator Ladd Allo Buff ETFBUFBETF
13F holders, Q3 2024 (September 30)59holders +3
7new positions
3sold out
1famous investor
$31.60avg. 13F price*
At the end of Q3 2024, 59 institutions reported holding Innovator Ladd Allo Buff ETF (BUFB) in their 13F filings, up 3 from Q2 2024. 7 opened new positions and 3 sold out. The largest holders were Capital Asset Advisory Services LLC ($13.1M), Axxcess Wealth Management, LLC ($12.9M) and Osaic Holdings, Inc. ($7.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Innovator Ladd Allo Buff ETF
- CUSIP
- 45783Y756
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $5.9M |
| Exits | 3 | $6.1M |
All 13F filers, Q2 2024 → Q3 2024: 1,059,879 shares bought and 211,786 shares sold, net +848,093 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Capital Asset Advisory Services LLC | 0.66% | Add +21.9% | 415,139 | $13.1M |
| Axxcess Wealth Management, LLC | 0.33% | Add +1998.3% | 407,973 | $12.9M |
| Osaic Holdings, Inc. | 0.02% | Add +15.4% | 246,594 | $7.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.0% | 189,049 | $6.0M |
| HighTower Advisors, LLC | 0.01% | Add +8.6% | 181,199 | $5.7M |
| Diversify Wealth Management, LLC | 0.44% | Add +1818.6% | 144,412 | $4.6M |
| Encompass More Asset Management | 1.60% | New | 132,600 | $4.2M |
| 4J Wealth Management LLC | 3.20% | Add +6.5% | 130,869 | $4.1M |
| LPL Financial LLC | 0.00% | Add +109.0% | 119,878 | $3.8M |
| Cetera Investment Advisers | 0.01% | Add +49.5% | 92,470 | $2.9M |
| Kathmere Capital Management, LLC | 0.26% | Reduce -4.6% | 87,999 | $2.8M |
| Capital Wealth Management, LLC | 1.15% | Add +7.3% | 85,087 | $2.7M |
| Visionary Wealth Advisors | 0.16% | Add +10.8% | 84,363 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +26.4% | 83,297 | $2.6M |
| Truist Financial Corp. | 0.00% | Add +7.6% | 79,479 | $2.5M |
| MTM Financial Group, LLC | 1.47% | Add +5.0% | 76,011 | $2.4M |
| World Investment Advisors | 0.07% | Reduce -2.6% | 71,277 | $2.3M |
| Wealthspire Retirement, LLC | 0.17% | Add +14.2% | 67,953 | $2.1M |
| Syntegra Private Wealth Group, LLC | 0.22% | Add +8.6% | 59,184 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +61.0% | 55,569 | $1.8M |
| Diligent Investors, LLC | 0.33% | Add +2.5% | 44,354 | $1.4M |
| Bedel Financial Consulting, Inc. | 0.18% | Add +4.4% | 40,647 | $1.3M |
| KFG Wealth Management, LLC | 0.27% | Add +68.8% | 39,117 | $1.2M |
| Principal Securities, Inc. | 0.02% | Add +2.4% | 32,309 | $1.0M |
| Continuum Wealth Advisors, LLC | 0.39% | Add +25.0% | 23,214 | $733K |
| RFG Advisory, LLC | 0.02% | Add +20.8% | 22,806 | $720K |
| Centaurus Financial, Inc. | 0.05% | Reduce -0.2% | 22,758 | $719K |
| Independent Wealth Network Inc. | 0.27% | Add +2.8% | 19,085 | $603K |
| MML Investors Services, LLC | 0.00% | Add +10.4% | 18,581 | $587K |
| Kestra Advisory Services, LLC | 0.00% | Add +16.3% | 18,006 | $569K |
| Acas, LLC | 0.47% | Reduce -1.2% | 17,911 | $566K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.4% | 15,459 | $488K |
| Commonwealth Equity Services, LLC | 0.00% | Add +15.7% | 13,386 | $423K |
| SageView Advisory Group, LLC | 0.02% | Reduce -23.2% | 13,370 | $422K |
| Harvest Investment Services, LLC | 0.13% | New | 13,000 | $411K |
| Integral Investment Advisors, Inc. | 0.11% | New | 12,400 | $392K |
| CoreCap Advisors, LLC | 0.02% | Reduce -7.6% | 10,737 | $339K |
| Atria Investments, Inc | 0.00% | Reduce -1.0% | 10,557 | $333K |
| Advisory Services Network, LLC | 0.01% | No change | 10,666 | $326K |
| Citadel Advisors | 0.00% | New | 10,032 | $317K |
| Old Mission Capital LLC | 0.01% | New | 8,878 | $280K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 8,114 | $256K |
| D.B. Root & Company, LLC | 0.08% | No change | 7,976 | $252K |
| Western Wealth Management, LLC | 0.01% | New | 7,450 | $235K |
| Capital Investment Advisory Services, LLC | 0.02% | No change | 6,678 | $211K |
| Blue Bell Private Wealth Management, LLC | 0.03% | Add +1224.3% | 4,198 | $133K |
| AdvisorNet Financial, Inc | 0.01% | Add +77.8% | 3,200 | $101K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +0.9% | 2,960 | $93K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Reduce -5.9% | 2,776 | $87K |
| Harbour Investments, Inc. | 0.00% | No change | 2,232 | $70K |
| Global Retirement Partners, LLC | 0.00% | Add +23.0% | 1,476 | $47K |
| JPMorgan Chase & Co. | 0.00% | No change | 1,428 | $45K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,000 | $32K |
| Morgan Stanley | 0.00% | New | 986 | $31K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Reduce -24.1% | 987 | $31K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +146.7% | 555 | $18K |
| Cwm, LLC | 0.00% | No change | 478 | $15K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 405 | $13K |
| Clear Point Advisors Inc. | 0.00% | No change | 10 | $316 |
"% 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.