Innovator Ladd Allo Buff ETFBUFBETF
13F holders, Q2 2025 (June 30)80holders +8
9new positions
4sold out
$33.92avg. 13F price*
At the end of Q2 2025, 80 institutions reported holding Innovator Ladd Allo Buff ETF (BUFB) in their 13F filings, up 8 from Q1 2025. 9 opened new positions and 4 sold out. The largest holders were Capital Asset Advisory Services LLC ($16.3M), Axxcess Wealth Management, LLC ($16.3M) and LPL Financial LLC ($9.6M).
- Company
- Innovator Ladd Allo Buff ETF
- CUSIP
- 45783Y756
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $3.0M |
| Exits | 4 | $434K |
All 13F filers, Q1 2025 → Q2 2025: 276,684 shares bought and 744,390 shares sold, net −467,706 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 80 holders
| Capital Asset Advisory Services LLC | 0.76% | Reduce -17.1% | 481,391 | $16.3M |
| Axxcess Wealth Management, LLC | 0.39% | Reduce -16.9% | 479,790 | $16.3M |
| LPL Financial LLC | 0.00% | Reduce -5.4% | 284,681 | $9.6M |
| HighTower Advisors, LLC | 0.01% | Add +20.9% | 239,204 | $8.1M |
| Seros Financial, LLC | 4.46% | Add +2.5% | 207,593 | $7.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.7% | 189,383 | $6.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -36.4% | 172,525 | $5.8M |
| Capital Wealth Management, LLC | 2.15% | Add +9.4% | 170,172 | $5.8M |
| Encompass More Asset Management | 1.35% | Add +1.5% | 169,996 | $5.8M |
| Syntegra Private Wealth Group, LLC | 0.53% | Add +2.1% | 154,233 | $5.2M |
| GWN Securities Inc. | 0.94% | Add +16.6% | 149,668 | $5.1M |
| Diversify Wealth Management, LLC | 0.31% | Add +0.3% | 145,732 | $5.1M |
| Cetera Investment Advisers | 0.01% | Add +3.2% | 134,762 | $4.6M |
| KFG Wealth Management, LLC | 0.63% | Add +1.2% | 115,665 | $3.9M |
| Kathmere Capital Management, LLC | 0.23% | Reduce -3.2% | 87,888 | $3.0M |
| MTM Financial Group, LLC | 1.44% | Add +0.2% | 78,540 | $2.7M |
| Wealthspire Retirement, LLC | 0.16% | Reduce -1.7% | 72,765 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.0% | 71,542 | $2.4M |
| World Investment Advisors | 0.05% | Reduce -5.7% | 67,929 | $2.3M |
| Optima Capital LLC | 1.16% | Add +1.5% | 63,731 | $2.2M |
| Principal Securities, Inc. | 0.04% | Add +33.3% | 57,360 | $1.9M |
| Diligent Investors, LLC | 0.36% | Reduce -3.8% | 45,183 | $1.5M |
| Bedel Financial Consulting, Inc. | 0.20% | Reduce -2.0% | 42,865 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -13.4% | 40,250 | $1.4M |
| Balance Wealth Partners LLC | 0.75% | Add +20.5% | 37,700 | $1.3M |
| Visionary Wealth Advisors | 0.06% | Reduce -51.1% | 34,839 | $1.2M |
| Columbia Advisory Partners LLC | 0.88% | New | 34,176 | $1.2M |
| Ofc Financial Planning, LLC | 1.16% | Add +1.3% | 32,362 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce 0.0% | 32,060 | $1.1M |
| Centaurus Financial, Inc. | 0.06% | Reduce -0.4% | 30,823 | $1.0M |
| Continuum Wealth Advisors, LLC | 0.46% | Reduce -0.5% | 28,041 | $950K |
| Kestra Advisory Services, LLC | 0.00% | Add +32.9% | 26,702 | $905K |
| Heritage Wealth Management, Inc. | 0.29% | Add +155.5% | 26,600 | $901K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -57.0% | 26,251 | $889K |
| 4J Wealth Management LLC | 0.59% | Reduce -87.3% | 25,570 | $866K |
| Acas, LLC | 0.52% | Add +1.4% | 22,128 | $771K |
| Curtis Advisory Group, LLC | 0.19% | Add +86.2% | 22,748 | $771K |
| Truist Financial Corp. | 0.00% | Add +25.9% | 22,642 | $767K |
| Raymond James Financial Inc. | 0.00% | Reduce -84.5% | 21,621 | $733K |
| Independent Wealth Network Inc. | 0.26% | Reduce -0.7% | 20,660 | $700K |
| RFG Advisory, LLC | 0.02% | Reduce -5.3% | 20,300 | $688K |
| Private Advisor Group, LLC | 0.00% | Add +12.3% | 17,093 | $579K |
| Kingsview Wealth Management, LLC | 0.01% | Add +22.7% | 17,055 | $578K |
| Commonwealth Equity Services, LLC | 0.00% | Add +22.4% | 15,823 | $536K |
| MKD Wealth Coaches, LLC | 0.56% | No change | 15,740 | $533K |
| Caliber Wealth Management, LLC / KS | 0.05% | New | 13,287 | $450K |
| Western Wealth Management, LLC | 0.03% | No change | 12,887 | $437K |
| Harvest Investment Services, LLC | 0.10% | Reduce -0.1% | 12,874 | $436K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 11,099 | $376K |
| VestGen Advisors, LLC | 0.01% | New | 10,522 | $362K |
| Integral Investment Advisors, Inc. | 0.10% | No change | 10,400 | $352K |
| Susquehanna International Group, LLP | 0.00% | Reduce -70.3% | 10,253 | $347K |
| Advisory Services Network, LLC | 0.01% | Reduce -6.5% | 9,754 | $336K |
| Foronjy Financial LLC | 0.16% | — | 9,859 | $334K |
| Brookstone Capital Management | 0.00% | No change | 9,769 | $331K |
| Atria Investments, Inc | 0.00% | Reduce -6.4% | 9,760 | $331K |
| Old Mission Capital LLC | 0.01% | New | 9,308 | $315K |
| BLVD Private Wealth, LLC | 0.26% | — | 8,236 | $279K |
| Arax Advisory Partners | 0.01% | New | 8,114 | $275K |
| Blue Bell Private Wealth Management, LLC | 0.05% | No change | 8,078 | $274K |
| Chapman Financial Group, LLC | 0.22% | — | 7,755 | $263K |
| D.B. Root & Company, LLC | 0.08% | Reduce -2.7% | 7,607 | $258K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +11.2% | 7,337 | $249K |
| Trail Ridge Investment Advisors, LLC | 0.10% | New | 6,068 | $209K |
| Ibex Wealth Advisors | 0.02% | New | 6,057 | $205K |
| AdvisorNet Financial, Inc | 0.01% | Add +20.6% | 4,100 | $139K |
| Bellwether Advisors, LLC | 0.02% | No change | 3,396 | $115K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -67.8% | 2,412 | $82K |
| Harbour Investments, Inc. | 0.00% | Reduce -1.6% | 2,049 | $69K |
| DHJJ Financial Advisors, Ltd. | 0.02% | Add +170.3% | 1,635 | $55K |
| Global Retirement Partners, LLC | 0.00% | — | 1,476 | $50K |
| CoreCap Advisors, LLC | 0.00% | Add +1495.4% | 1,388 | $47K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,000 | $34K |
| Financial Network Wealth Advisors LLC | 0.02% | No change | 405 | $14K |
| AE Wealth Management LLC | 0.00% | Reduce -91.0% | 351 | $12K |
| Cwm, LLC | 0.00% | No change | 254 | $9K |
| IFP Advisors, Inc | 0.00% | New | 230 | $8K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -77.5% | 219 | $7K |
| Morgan Stanley | 0.00% | No change | 83 | $3K |
| Assetmark, Inc. | 0.00% | New | 46 | $2K |
"% 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.