Innovator Ladd Allo Buff ETFBUFBETF

13F holders, Q3 2025 (September 30)
76holders −4
2new positions
5sold out
1famous investor
$35.72avg. 13F price*

At the end of Q3 2025, 76 institutions reported holding Innovator Ladd Allo Buff ETF (BUFB) in their 13F filings, down 4 from Q2 2025. 2 opened new positions and 5 sold out. The largest holders were Capital Asset Advisory Services LLC ($16.2M), Axxcess Wealth Management, LLC ($16.2M) and LPL Financial LLC ($10.6M). 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

020406080100 Q1 2024: 50Q1 2024Q2 2024: 56Q2 2024Q3 2024: 59Q3 2024Q4 2024: 66Q4 2024Q1 2025: 72Q1 2025Q2 2025: 80Q2 2025Q3 2025: 76Q3 2025Q4 2025: 84Q4 2025Q1 2026: 86Q1 2026Q2 2026: 95Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions2$661K
Exits5$723K

All 13F filers, Q2 2025 → Q3 2025: 255,980 shares bought and 259,296 shares sold, net −3,316 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 76 holders

Capital Asset Advisory Services LLC 0.70% Reduce -5.9% 452,850 $16.2M
Axxcess Wealth Management, LLC 0.34% Reduce -5.6% 452,850 $16.2M
LPL Financial LLC 0.00% Add +4.1% 296,292 $10.6M
HighTower Advisors, LLC 0.01% Add +6.1% 253,806 $9.1M
Seros Financial, LLC 4.63% Add +3.2% 214,270 $7.7M
Envestnet Asset Management Inc. 0.00% Add +4.1% 197,146 $7.0M
Osaic Holdings, Inc. 0.01% Add +7.6% 185,578 $6.5M
Syntegra Private Wealth Group, LLC 0.60% Add +16.2% 179,171 $6.4M
GWN Securities Inc. 1.44% Add +16.2% 173,959 $6.2M
Capital Wealth Management, LLC 2.13% Add +0.7% 171,397 $6.1M
Diversify Wealth Management, LLC 0.31% Add +2.1% 148,842 $5.4M
Cetera Investment Advisers 0.01% Reduce -1.0% 133,458 $4.8M
KFG Wealth Management, LLC 0.60% Add +1.3% 117,122 $4.2M
Kathmere Capital Management, LLC 0.22% Add +0.0% 87,890 $3.1M
Columbia Advisory Partners LLC 1.87% Add +121.8% 75,809 $2.7M
Wealthspire Retirement, LLC 0.17% Add +0.9% 73,395 $2.6M
MTM Financial Group, LLC 1.24% Reduce -10.5% 70,321 $2.5M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -1.7% 70,317 $2.5M
World Investment Advisors 0.05% Add +2.9% 69,895 $2.5M
Principal Securities, Inc. 0.04% Add +8.2% 62,057 $2.2M
Optima Capital LLC 1.05% Reduce -4.8% 60,680 $2.2M
Heritage Wealth Management, Inc. 0.51% Add +84.2% 48,986 $1.8M
Diligent Investors, LLC 0.38% Reduce -6.1% 42,442 $1.5M
Bedel Financial Consulting, Inc. 0.19% Reduce -1.5% 42,219 $1.5M
Encompass More Asset Management 0.26% Reduce -78.0% 37,397 $1.3M
Centaurus Financial, Inc. 0.06% Add +16.5% 35,916 $1.3M
Balance Wealth Partners LLC 0.32% Reduce -4.7% 35,921 $1.3M
MML Investors Services, LLC 0.00% Add +10.1% 35,296 $1.3M
Visionary Wealth Advisors 0.06% Reduce -2.2% 34,077 $1.2M
Ofc Financial Planning, LLC 1.13% Reduce -1.7% 31,808 $1.1M
CreativeOne Wealth, LLC 0.03% Add +15.6% 30,348 $1.1M
Susquehanna International Group, LLP 0.00% Add +163.5% 27,016 $966K
Continuum Wealth Advisors, LLC 0.39% Reduce -8.4% 25,694 $918K
Raymond James Financial Inc. 0.00% Add +12.0% 24,208 $865K
Truist Financial Corp. 0.00% Add +3.5% 23,434 $838K
Curtis Advisory Group, LLC 0.19% Add +1.9% 23,177 $828K
Kestra Advisory Services, LLC 0.00% Reduce -13.7% 23,047 $824K
Steward Partners Investment Advisory, LLC 0.00% Reduce -43.1% 22,900 $818K
4J Wealth Management LLC 0.47% Reduce -12.7% 22,329 $798K
Kingsview Wealth Management, LLC 0.01% Add +30.1% 22,183 $793K
Independent Wealth Network Inc. 0.25% Add +5.6% 21,808 $779K
RFG Advisory, LLC 0.01% No change 20,300 $726K
Private Advisor Group, LLC 0.00% Add +0.8% 17,238 $616K
Daymark Wealth Partners, LLC 0.02% Add +53.0% 16,984 $607K
Foronjy Financial LLC 0.26% Add +70.5% 16,815 $601K
Commonwealth Equity Services, LLC 0.00% Add +5.4% 16,671 $596K
MKD Wealth Coaches, LLC 0.56% No change 15,740 $563K
Caliber Wealth Management, LLC / KS 0.05% No change 13,287 $475K
Harvest Investment Services, LLC 0.09% Add +0.1% 12,882 $460K
Western Wealth Management, LLC 0.02% Reduce -1.1% 12,743 $455K
Citadel Advisors 0.00% New 12,626 $451K
VestGen Advisors, LLC 0.01% Add +2.8% 10,818 $387K
Brookstone Capital Management 0.00% Add +10.1% 10,754 $384K
Integral Investment Advisors, Inc. 0.10% No change 10,400 $372K
Advisory Services Network, LLC 0.01% Reduce -0.7% 9,684 $346K
Atria Investments, Inc 0.00% Reduce -0.8% 9,684 $346K
Blue Bell Private Wealth Management, LLC 0.05% Add +19.1% 9,624 $344K
Arax Advisory Partners 0.00% Reduce -0.0% 8,113 $290K
Chapman Financial Group, LLC 0.19% No change 7,755 $277K
Capital Investment Advisory Services, LLC 0.02% Add +0.9% 7,407 $265K
D.B. Root & Company, LLC 0.07% Reduce -4.2% 7,287 $260K
Ibex Wealth Advisors 0.02% Add +19.1% 7,216 $258K
BLVD Private Wealth, LLC 0.19% Reduce -26.4% 6,060 $217K
Capital Investment Advisors, LLC 0.00% New 5,880 $210K
AdvisorNet Financial, Inc 0.01% No change 4,100 $147K
Harbour Investments, Inc. 0.00% Reduce -9.9% 1,846 $66K
DHJJ Financial Advisors, Ltd. 0.02% No change 1,635 $58K
Global Retirement Partners, LLC 0.00% No change 1,476 $53K
CoreCap Advisors, LLC 0.00% No change 1,388 $50K
Creative Financial Designs Inc. 0.00% No change 1,000 $36K
Financial Network Wealth Advisors LLC 0.02% No change 405 $14K
AE Wealth Management LLC 0.00% Reduce -6.3% 329 $12K
Cwm, LLC 0.00% Add +22.1% 310 $11K
Morgan Stanley 0.00% Add +248.2% 289 $10K
Hazlett, Burt & Watson, Inc. 0.00% No change 219 $8K
IFP Advisors, Inc 0.00% Reduce -43.5% 130 $5K

"% 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.