Innovator Ladd Allo Buff ETFBUFBETF
13F holders, Q4 2024 (December 31)66holders +7
8new positions
7sold out
1famous investor
$32.34avg. 13F price*
At the end of Q4 2024, 66 institutions reported holding Innovator Ladd Allo Buff ETF (BUFB) in their 13F filings, up 7 from Q3 2024. 8 opened new positions and 7 sold out. The largest holders were Capital Asset Advisory Services LLC ($15.6M), Axxcess Wealth Management, LLC ($15.1M) and Osaic Holdings, Inc. ($8.9M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.7M |
| Exits | 7 | $1.6M |
All 13F filers, Q3 2024 → Q4 2024: 494,693 shares bought and 151,731 shares sold, net +342,962 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 66 holders
| Capital Asset Advisory Services LLC | 0.77% | Add +15.6% | 479,977 | $15.6M |
| Axxcess Wealth Management, LLC | 0.37% | Add +14.7% | 467,850 | $15.1M |
| Osaic Holdings, Inc. | 0.02% | Add +11.3% | 274,575 | $8.9M |
| LPL Financial LLC | 0.00% | Add +97.7% | 237,040 | $7.7M |
| HighTower Advisors, LLC | 0.01% | Add +4.3% | 188,974 | $6.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -18.4% | 154,214 | $5.0M |
| Encompass More Asset Management | 1.60% | Add +13.1% | 149,947 | $4.8M |
| Diversify Wealth Management, LLC | 0.37% | Add +0.9% | 145,710 | $4.7M |
| 4J Wealth Management LLC | 3.64% | Add +6.4% | 139,263 | $4.5M |
| KFG Wealth Management, LLC | 0.64% | Add +172.7% | 106,652 | $3.4M |
| Cetera Investment Advisers | 0.01% | Add +11.8% | 103,381 | $3.3M |
| Kathmere Capital Management, LLC | 0.26% | Add +2.7% | 90,386 | $2.9M |
| Capital Wealth Management, LLC | 1.20% | Add +1.6% | 86,428 | $2.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +3.1% | 85,879 | $2.8M |
| Visionary Wealth Advisors | 0.16% | Add +1.8% | 85,850 | $2.8M |
| MTM Financial Group, LLC | 1.44% | Reduce -1.7% | 74,688 | $2.4M |
| World Investment Advisors | 0.07% | Add +3.3% | 73,640 | $2.4M |
| Wealthspire Retirement, LLC | 0.18% | Add +5.2% | 71,490 | $2.3M |
| Syntegra Private Wealth Group, LLC | 0.24% | Add +10.4% | 65,327 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +12.2% | 62,342 | $2.0M |
| GWN Securities Inc. | 0.52% | — | 60,213 | $1.9M |
| Optima Capital LLC | 1.10% | — | 49,292 | $1.6M |
| Bedel Financial Consulting, Inc. | 0.22% | Add +17.3% | 47,670 | $1.6M |
| Diligent Investors, LLC | 0.35% | Add +6.7% | 47,338 | $1.5M |
| Principal Securities, Inc. | 0.03% | Add +33.2% | 43,034 | $1.4M |
| Ofc Financial Planning, LLC | 1.08% | — | 31,620 | $1.0M |
| Centaurus Financial, Inc. | 0.04% | Reduce -1.4% | 22,429 | $724K |
| MML Investors Services, LLC | 0.00% | Add +20.6% | 22,418 | $724K |
| Continuum Wealth Advisors, LLC | 0.36% | Reduce -4.7% | 22,121 | $715K |
| RFG Advisory, LLC | 0.02% | Reduce -6.0% | 21,432 | $692K |
| Kestra Advisory Services, LLC | 0.00% | Add +14.3% | 20,586 | $665K |
| Independent Wealth Network Inc. | 0.26% | Add +1.9% | 19,448 | $628K |
| Acas, LLC | 0.44% | Add +0.6% | 18,011 | $594K |
| Truist Financial Corp. | 0.00% | Reduce -77.8% | 17,681 | $571K |
| Private Advisor Group, LLC | 0.00% | Add +5.9% | 16,369 | $529K |
| MKD Wealth Coaches, LLC | 0.51% | — | 15,740 | $508K |
| AE Wealth Management LLC | 0.00% | New | 14,842 | $479K |
| Raymond James Financial Inc. | 0.00% | — | 13,519 | $437K |
| Harvest Investment Services, LLC | 0.10% | Reduce -0.7% | 12,914 | $417K |
| Integral Investment Advisors, Inc. | 0.13% | No change | 12,400 | $401K |
| Western Wealth Management, LLC | 0.02% | Add +46.9% | 10,941 | $353K |
| Advisory Services Network, LLC | 0.01% | Reduce -1.3% | 10,530 | $340K |
| Atria Investments, Inc | 0.00% | Reduce -0.3% | 10,530 | $340K |
| Citadel Advisors | 0.00% | Reduce -3.9% | 9,641 | $311K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 8,114 | $262K |
| D.B. Root & Company, LLC | 0.08% | Reduce -2.0% | 7,818 | $253K |
| Susquehanna International Group, LLP | 0.00% | New | 7,048 | $228K |
| Atlas Private Wealth Advisors | 0.03% | New | 7,040 | $227K |
| CreativeOne Wealth, LLC | 0.01% | New | 7,018 | $227K |
| Advisor Resource Council | 0.16% | New | 6,704 | $217K |
| Capital Investment Advisory Services, LLC | 0.02% | No change | 6,678 | $216K |
| Chapman Financial Group, LLC | 0.17% | — | 6,580 | $213K |
| Kingsview Wealth Management, LLC | 0.00% | New | 6,565 | $212K |
| Blue Bell Private Wealth Management, LLC | 0.03% | No change | 4,198 | $136K |
| Bellwether Advisors, LLC | 0.02% | New | 3,396 | $110K |
| AdvisorNet Financial, Inc | 0.01% | No change | 3,200 | $103K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +0.6% | 2,978 | $98K |
| Harbour Investments, Inc. | 0.00% | No change | 2,232 | $72K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,476 | $48K |
| JPMorgan Chase & Co. | 0.00% | No change | 1,428 | $46K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,000 | $32K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Reduce -1.2% | 975 | $31K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 555 | $18K |
| Cwm, LLC | 0.00% | Reduce -5.4% | 452 | $15K |
| Financial Network Wealth Advisors LLC | 0.02% | No change | 405 | $13K |
| Royal Bank of Canada | 0.00% | New | 318 | $10K |
"% 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.