Innovator Ladd Allo Buff ETFBUFBETF
13F holders, Q1 2025 (March 31)72holders +6
12new positions
4sold out
$31.45avg. 13F price*
At the end of Q1 2025, 72 institutions reported holding Innovator Ladd Allo Buff ETF (BUFB) in their 13F filings, up 6 from Q4 2024. 12 opened new positions and 4 sold out. The largest holders were Capital Asset Advisory Services LLC ($18.4M), Axxcess Wealth Management, LLC ($18.1M) and LPL Financial LLC ($9.5M).
- Company
- Innovator Ladd Allo Buff ETF
- CUSIP
- 45783Y756
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $8.8M |
| Exits | 4 | $801K |
All 13F filers, Q4 2024 → Q1 2025: 1,193,443 shares bought and 103,872 shares sold, net +1,089,571 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 72 holders
| Capital Asset Advisory Services LLC | 0.94% | Add +20.9% | 580,500 | $18.4M |
| Axxcess Wealth Management, LLC | 0.50% | Add +23.4% | 577,286 | $18.1M |
| LPL Financial LLC | 0.00% | Add +27.0% | 300,945 | $9.5M |
| Osaic Holdings, Inc. | 0.02% | Reduce -1.2% | 271,175 | $8.5M |
| Seros Financial, LLC | 4.76% | New | 202,607 | $6.4M |
| 4J Wealth Management LLC | 4.99% | Add +44.7% | 201,453 | $6.3M |
| HighTower Advisors, LLC | 0.01% | Add +4.7% | 197,784 | $6.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.9% | 169,508 | $5.3M |
| Encompass More Asset Management | 1.57% | Add +11.7% | 167,469 | $5.3M |
| Capital Wealth Management, LLC | 2.03% | Add +80.0% | 155,534 | $4.9M |
| Syntegra Private Wealth Group, LLC | 0.56% | Add +131.3% | 151,099 | $4.7M |
| Diversify Wealth Management, LLC | 0.34% | Reduce -0.3% | 145,225 | $4.5M |
| Raymond James Financial Inc. | 0.00% | Add +932.5% | 139,589 | $4.4M |
| Cetera Investment Advisers | 0.01% | Add +26.3% | 130,553 | $4.1M |
| GWN Securities Inc. | 0.23% | Add +113.3% | 128,412 | $4.0M |
| KFG Wealth Management, LLC | 0.65% | Add +7.1% | 114,267 | $3.6M |
| Kathmere Capital Management, LLC | 0.24% | Add +0.4% | 90,772 | $2.9M |
| MTM Financial Group, LLC | 1.44% | Add +5.0% | 78,413 | $2.5M |
| Wealthspire Retirement, LLC | 0.18% | Add +3.6% | 74,049 | $2.3M |
| World Investment Advisors | 0.06% | Reduce -2.2% | 72,009 | $2.3M |
| Visionary Wealth Advisors | 0.13% | Reduce -16.9% | 71,312 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +10.3% | 68,773 | $2.2M |
| Optima Capital LLC | 1.26% | Add +27.4% | 62,796 | $2.0M |
| CreativeOne Wealth, LLC | 0.06% | Add +769.6% | 61,031 | $1.9M |
| Diligent Investors, LLC | 0.36% | Reduce -0.8% | 46,958 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -45.9% | 46,503 | $1.5M |
| Principal Securities, Inc. | 0.03% | No change | 43,034 | $1.4M |
| Bedel Financial Consulting, Inc. | 0.20% | Reduce -8.3% | 43,733 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +390.3% | 34,559 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +43.0% | 32,061 | $1.0M |
| Ofc Financial Planning, LLC | 1.14% | Add +1.1% | 31,961 | $1.0M |
| Balance Wealth Partners LLC | 0.64% | — | 31,297 | $983K |
| Centaurus Financial, Inc. | 0.06% | Add +38.0% | 30,959 | $973K |
| Continuum Wealth Advisors, LLC | 0.45% | Add +27.4% | 28,172 | $885K |
| Acas, LLC | 0.52% | Add +21.2% | 21,828 | $685K |
| RFG Advisory, LLC | 0.02% | No change | 21,432 | $673K |
| Independent Wealth Network Inc. | 0.26% | Add +6.9% | 20,797 | $653K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.4% | 20,095 | $631K |
| Truist Financial Corp. | 0.00% | Add +1.7% | 17,987 | $565K |
| MKD Wealth Coaches, LLC | 0.56% | No change | 15,740 | $495K |
| Private Advisor Group, LLC | 0.00% | Reduce -7.0% | 15,225 | $478K |
| Kingsview Wealth Management, LLC | 0.01% | Add +111.8% | 13,904 | $437K |
| Commonwealth Equity Services, LLC | 0.00% | New | 12,930 | $406K |
| Western Wealth Management, LLC | 0.03% | Add +17.8% | 12,887 | $405K |
| Harvest Investment Services, LLC | 0.11% | Reduce -0.3% | 12,882 | $405K |
| Curtis Advisory Group, LLC | 0.11% | New | 12,215 | $384K |
| Daymark Wealth Partners, LLC | 0.01% | New | 11,099 | $349K |
| Virtue Capital Management, LLC | 0.04% | New | 10,724 | $336K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.9% | 10,430 | $328K |
| Atria Investments, Inc | 0.00% | Reduce -0.9% | 10,430 | $328K |
| Heritage Wealth Management, Inc. | 0.11% | New | 10,411 | $327K |
| Integral Investment Advisors, Inc. | 0.10% | Reduce -16.1% | 10,400 | $327K |
| Brookstone Capital Management | 0.00% | New | 9,769 | $307K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 8,114 | $255K |
| Blue Bell Private Wealth Management, LLC | 0.05% | Add +92.4% | 8,078 | $254K |
| D.B. Root & Company, LLC | 0.08% | No change | 7,818 | $246K |
| Ameritas Advisory Services, LLC | 0.01% | New | 7,486 | $235K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -1.2% | 6,599 | $207K |
| AE Wealth Management LLC | 0.00% | Reduce -73.7% | 3,901 | $123K |
| AdvisorNet Financial, Inc | 0.01% | Add +6.3% | 3,400 | $107K |
| Bellwether Advisors, LLC | 0.02% | No change | 3,396 | $107K |
| UBS Group AG | 0.00% | New | 2,693 | $85K |
| Harbour Investments, Inc. | 0.00% | Reduce -6.7% | 2,082 | $65K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,000 | $31K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 975 | $31K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +9.0% | 605 | $19K |
| Financial Network Wealth Advisors LLC | 0.02% | No change | 405 | $13K |
| Royal Bank of Canada | 0.00% | Reduce -24.2% | 241 | $8K |
| Cwm, LLC | 0.00% | Reduce -43.8% | 254 | $8K |
| PNC Financial Services Group, Inc. | 0.00% | New | 144 | $5K |
| CoreCap Advisors, LLC | 0.00% | New | 87 | $3K |
| Morgan Stanley | 0.00% | New | 83 | $3K |
"% 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.