Innovator Ladd Allo Buff ETFBUFBETF
13F holders, Q4 2025 (December 31)84holders +8
10new positions
4sold out
$36.65avg. 13F price*
At the end of Q4 2025, 84 institutions reported holding Innovator Ladd Allo Buff ETF (BUFB) in their 13F filings, up 8 from Q3 2025. 10 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($11.8M), HighTower Advisors, LLC ($10.1M) and Envestnet Asset Management Inc. ($8.1M).
- Company
- Innovator Ladd Allo Buff ETF
- CUSIP
- 45783Y756
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $5.6M |
| Exits | 4 | $2.5M |
All 13F filers, Q3 2025 → Q4 2025: 669,428 shares bought and 978,148 shares sold, net −308,720 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 84 holders
| LPL Financial LLC | 0.00% | Add +9.1% | 323,228 | $11.8M |
| HighTower Advisors, LLC | 0.01% | Add +8.7% | 275,965 | $10.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.3% | 221,348 | $8.1M |
| Seros Financial, LLC | 4.74% | Add +3.0% | 220,808 | $8.1M |
| GWN Securities Inc. | 1.60% | Add +24.3% | 216,226 | $7.9M |
| Capital Wealth Management, LLC | 2.26% | Add +11.6% | 191,320 | $7.0M |
| Syntegra Private Wealth Group, LLC | 0.64% | Add +5.6% | 189,195 | $6.9M |
| Diversify Wealth Management, LLC | 0.31% | Add +22.1% | 181,796 | $6.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -4.8% | 176,699 | $6.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +887.9% | 164,691 | $6.0M |
| Cetera Investment Advisers | 0.01% | Add +6.5% | 142,172 | $5.2M |
| Columbia Advisory Partners LLC | 3.53% | Add +86.7% | 141,548 | $5.2M |
| KFG Wealth Management, LLC | 0.56% | Reduce -2.2% | 114,526 | $4.2M |
| Rockefeller Capital Management L.P. | 0.01% | New | 92,128 | $3.4M |
| Kathmere Capital Management, LLC | 0.21% | Reduce -5.4% | 83,167 | $3.0M |
| World Investment Advisors | 0.05% | Add +11.2% | 77,745 | $2.8M |
| Principal Securities, Inc. | 0.04% | Add +23.8% | 76,804 | $2.8M |
| Wealthspire Retirement, LLC | 0.17% | Add +3.3% | 75,794 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.8% | 71,612 | $2.6M |
| Heritage Wealth Management, Inc. | 0.70% | Add +40.5% | 68,843 | $2.5M |
| MTM Financial Group, LLC | 1.13% | Reduce -8.0% | 64,664 | $2.4M |
| Optima Capital LLC | 0.97% | Add +0.6% | 61,021 | $2.2M |
| Bedel Financial Consulting, Inc. | 0.20% | Add +21.2% | 51,151 | $1.9M |
| Raymond James Financial Inc. | 0.00% | Add +84.9% | 44,764 | $1.6M |
| Diligent Investors, LLC | 0.38% | Reduce -1.9% | 41,627 | $1.5M |
| Encompass More Asset Management | 0.26% | Add +0.5% | 37,584 | $1.4M |
| MML Investors Services, LLC | 0.00% | Add +3.3% | 36,456 | $1.3M |
| Balance Wealth Partners LLC | 0.42% | Reduce -0.3% | 35,809 | $1.3M |
| Visionary Wealth Advisors | 0.06% | Add +0.8% | 34,331 | $1.3M |
| Ofc Financial Planning, LLC | 1.17% | Add +5.5% | 33,566 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Add +8.8% | 33,006 | $1.2M |
| Kestra Advisory Services, LLC | 0.00% | Add +41.5% | 32,602 | $1.2M |
| Centaurus Financial, Inc. | 0.05% | Reduce -12.1% | 31,556 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Add +32.2% | 29,329 | $1.1M |
| Continuum Wealth Advisors, LLC | 0.36% | Reduce -1.1% | 25,421 | $931K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.7% | 23,752 | $870K |
| Curtis Advisory Group, LLC | 0.18% | No change | 23,177 | $849K |
| 4J Wealth Management LLC | 0.46% | Reduce -2.1% | 21,854 | $801K |
| Truist Financial Corp. | 0.00% | Reduce -13.5% | 20,262 | $742K |
| RFG Advisory, LLC | 0.01% | Reduce -2.7% | 19,755 | $724K |
| Foronjy Financial LLC | 0.29% | Add +12.7% | 18,950 | $694K |
| Daymark Wealth Partners, LLC | 0.02% | Add +6.8% | 18,140 | $665K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -96.1% | 17,742 | $650K |
| Private Advisor Group, LLC | 0.00% | No change | 17,238 | $632K |
| Capital Asset Advisory Services LLC | 0.03% | Reduce -96.2% | 17,007 | $628K |
| MKD Wealth Coaches, LLC | 0.58% | No change | 15,740 | $577K |
| Caliber Wealth Management, LLC / KS | 0.05% | Reduce -1.3% | 13,111 | $480K |
| Brookstone Capital Management | 0.01% | Add +21.9% | 13,106 | $480K |
| Old Mission Capital LLC | 0.02% | New | 12,892 | $472K |
| Harvest Investment Services, LLC | 0.09% | No change | 12,882 | $472K |
| Simplicity Wealth,LLC | 0.03% | New | 12,714 | $466K |
| Integral Investment Advisors, Inc. | 0.11% | Add +21.6% | 12,650 | $463K |
| Vantage Financial Partners, LLC | 0.09% | New | 12,434 | $456K |
| Western Wealth Management, LLC | 0.02% | Reduce -2.7% | 12,394 | $454K |
| Blue Bell Private Wealth Management, LLC | 0.05% | No change | 9,624 | $353K |
| Advisory Services Network, LLC | 0.00% | Reduce -2.2% | 9,472 | $347K |
| Atria Investments, Inc | 0.00% | Reduce -2.2% | 9,472 | $347K |
| Chapman Financial Group, LLC | 0.23% | Add +18.1% | 9,155 | $335K |
| Arax Advisory Partners | 0.01% | Add +0.0% | 8,114 | $297K |
| Integrity Alliance, Llc. | 0.01% | New | 7,629 | $279K |
| Ameritas Advisory Services, LLC | 0.01% | New | 7,486 | $274K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -2.3% | 7,239 | $265K |
| D.B. Root & Company, LLC | 0.06% | Reduce -1.3% | 7,194 | $264K |
| VestGen Advisors, LLC | 0.01% | Reduce -35.4% | 6,993 | $256K |
| COFG Advisors, LLC | 0.06% | — | 6,775 | $248K |
| Capital Investment Advisors, LLC | 0.00% | No change | 5,880 | $215K |
| Foundations Investment Advisors, LLC | 0.00% | New | 5,709 | $209K |
| BLVD Private Wealth, LLC | 0.18% | Reduce -8.3% | 5,559 | $204K |
| AdvisorNet Financial, Inc | 0.01% | No change | 4,100 | $150K |
| DHJJ Financial Advisors, Ltd. | 0.03% | Add +38.3% | 2,261 | $83K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,476 | $54K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,388 | $51K |
| SageView Advisory Group, LLC | 0.00% | New | 1,031 | $38K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,000 | $37K |
| Harbour Investments, Inc. | 0.00% | Reduce -56.1% | 811 | $30K |
| Gilpin Wealth Management, LLC | 0.02% | — | 700 | $26K |
| Financial Network Wealth Advisors LLC | 0.02% | No change | 405 | $15K |
| Allworth Financial LP | 0.00% | New | 400 | $15K |
| AE Wealth Management LLC | 0.00% | No change | 329 | $12K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 219 | $8K |
| Cwm, LLC | 0.00% | Reduce -47.4% | 163 | $6K |
| IFP Advisors, Inc | 0.00% | No change | 130 | $5K |
| Morgan Stanley | 0.00% | Reduce -71.3% | 83 | $3K |
| Bank of Montreal | 0.00% | New | 62 | $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.