Innovator Laddered AllocatioBUFFETF

13F holders, Q2 2026 (June 30)
164holders +12
20new positions
10sold out
1famous investor
$52.68avg. 13F price*

At the end of Q2 2026, 164 institutions reported holding Innovator Laddered Allocatio (BUFF) in their 13F filings, up 12 from Q1 2026. 20 opened new positions and 10 sold out. The largest holders were LPL Financial LLC ($102.6M), Envestnet Asset Management Inc. ($61.9M) and Cetera Investment Advisers ($34.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Innovator Laddered Allocatio
CUSIP
45783Y814
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 93Q1 2024Q2 2024: 96Q2 2024Q3 2024: 104Q3 2024Q4 2024: 118Q4 2024Q1 2025: 123Q1 2025Q2 2025: 131Q2 2025Q3 2025: 134Q3 2025Q4 2025: 140Q4 2025Q1 2026: 152Q1 2026Q2 2026: 164Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions20$37.4M
Exits10$4.4M

All 13F filers, Q1 2026 → Q2 2026: 1,771,337 shares bought and 873,658 shares sold, net +897,679 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 164 holders

LPL Financial LLC 0.02% Add +16.9% 1,948,392 $102.6M
Envestnet Asset Management Inc. 0.01% Add +2.1% 1,175,856 $61.9M
Cetera Investment Advisers 0.03% Add +4.3% 658,695 $34.7M
Osaic Holdings, Inc. 0.04% Add +122.4% 568,582 $30.0M
Kingsview Wealth Management, LLC 0.34% Add +2.7% 534,402 $28.2M
Prasad Wealth Partners, LLC 5.21% Add +3.1% 410,619 $21.6M
Collaborative Wealth Managment Inc. 8.85% Add +5.9% 399,153 $21.0M
LifeWealth Investments, LLC 5.23% Add +10.2% 371,319 $19.6M
Janney Montgomery Scott LLC 0.04% Add +1.4% 357,980 $18.9M
Holos Integrated Wealth LLC 8.55% Add +6.8% 347,147 $18.3M
Raymond James Financial Inc. 0.00% Add +11.7% 279,901 $14.7M
UBS Group AG 0.00% New 261,085 $13.8M
Mutual Advisors, LLC 0.24% Add +6.2% 246,563 $13.0M
MTM Financial Group, LLC 5.55% Add +2.4% 245,663 $12.9M
Commonwealth Equity Services, LLC 0.01% Add +1.4% 224,575 $11.8M
HighTower Advisors, LLC 0.01% Add +8.6% 206,416 $10.9M
Quadcap Wealth Management, LLC 1.03% New 200,096 $10.5M
Buska Wealth Management, LLC 3.74% Add +3.1% 196,837 $10.4M
Kestra Advisory Services, LLC 0.03% Add +16.2% 185,124 $9.8M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -3.2% 177,621 $9.4M
Harbour Investments, Inc. 0.11% Reduce -5.0% 155,941 $8.2M
World Investment Advisors 0.13% Add +0.3% 152,508 $8.0M
KFG Wealth Management, LLC 0.83% Add +0.6% 139,152 $7.3M
GWN Securities Inc. 1.17% Add +1.5% 133,359 $7.0M
Caliber Wealth Management, LLC / KS 0.62% Add +6.7% 121,964 $6.4M
Beacon Pointe Advisors, LLC 0.03% Add +17.4% 118,738 $6.3M
Core Wealth Advisors, Inc. 1.17% Add +4.4% 110,011 $5.8M
MML Investors Services, LLC 0.01% Add +23.9% 109,605 $5.8M
Forvis Mazars Wealth Advisors, LLC 0.09% Reduce -7.5% 101,355 $5.3M
Seros Financial, LLC 2.62% Add +4.0% 95,381 $5.0M
Merit Financial Group, LLC 0.03% Add +0.7% 88,808 $4.7M
Garden State Investment Advisory Services LLC 0.92% Reduce -9.6% 88,802 $4.7M
CreativeOne Wealth, LLC 0.09% Add +15.3% 79,875 $4.2M
Columbia Advisory Partners LLC 2.24% Add +2.6% 76,934 $4.1M
Visionary Wealth Advisors 0.12% Reduce -9.9% 57,170 $3.0M
Axxcess Wealth Management, LLC 0.05% New 55,939 $2.9M
Mercer Global Advisors Inc. 0.00% Reduce -14.2% 51,821 $2.7M
Wealthcare Advisory Partners LLC 0.05% Reduce -3.8% 50,738 $2.7M
Southland Equity Partners LLC 0.46% No change 50,291 $2.6M
Blue Trust, Inc. 0.03% Reduce -8.4% 49,472 $2.6M
Glen Eagle Advisors, LLC 0.33% Reduce -7.6% 49,308 $2.6M
Capital Analysts, LLC 0.06% New 48,018 $2.5M
Independent Financial Group, LLC 0.05% Add +345.4% 47,933 $2.5M
Comprehensive Financial Consultants Institutional, Inc. 0.66% Add +7.1% 47,246 $2.5M
Principal Securities, Inc. 0.03% Add +5.3% 46,348 $2.4M
Milestone Asset Management, LLC 0.36% Reduce -1.7% 43,934 $2.3M
Citadel Advisors 0.00% Add +160.7% 43,868 $2.3M
Focus Financial Network, Inc. 0.07% Add +0.1% 43,040 $2.3M
Diligent Investors, LLC 0.49% Add +0.0% 41,524 $2.2M
JDM Financial Group LLC 0.74% Add +1.6% 41,001 $2.2M
Stratos Wealth Partners, LTD. 0.02% Reduce -34.5% 40,475 $2.1M
Lineweaver Wealth Advisors, LLC 0.25% No change 39,917 $2.1M
Planwiser Financial, LLC 1.41% Add +0.8% 38,381 $2.0M
City Center Advisors, LLC 1.58% Add +16.3% 36,992 $1.9M
Financial Network Wealth Advisors LLC 1.93% Reduce -6.9% 36,102 $1.9M
Concurrent Investment Advisors, LLC 0.02% Add +6.2% 35,894 $1.9M
Advisory Services Network, LLC 0.02% Reduce -29.1% 34,162 $1.8M
Patriot Financial Group Insurance Agency, LLC 0.18% Reduce -48.3% 34,009 $1.8M
Soltis Investment Advisors LLC 0.10% Reduce -13.4% 32,439 $1.7M
Diversify Advisory Services, LLC 0.03% New 31,232 $1.6M
Diversify Wealth Management, LLC 0.03% Reduce -0.2% 31,232 $1.6M
Vestia Personal Wealth Advisors 0.64% Reduce -7.7% 31,185 $1.6M
Wisconsin Wealth Advisors, LLC 1.27% Add +2.4% 28,244 $1.5M
Sound View Wealth Advisors Group, LLC 0.09% Reduce -1.0% 27,986 $1.5M
Hazlett, Burt & Watson, Inc. 0.38% Reduce -0.5% 27,181 $1.4M
Signal Advisors Wealth, LLC 0.07% Add +43.0% 27,043 $1.4M
OneDigital Investment Advisors LLC 0.01% Add +20.7% 26,698 $1.4M
Maripau Wealth Management LLC 0.48% Add +50.9% 25,455 $1.3M
TOP Private Wealth LLC. 1.28% — 25,345 $1.3M
Private Advisor Group, LLC 0.01% Add +11.8% 23,106 $1.2M
Summit Financial, LLC 0.01% New 22,757 $1.2M
CoreCap Advisors, LLC 0.03% Add +5.2% 22,384 $1.2M
Applied Capital LLC 0.37% Add +20.8% 21,522 $1.1M
Ofc Financial Planning, LLC 1.01% Reduce -8.0% 21,512 $1.1M
Captrust Financial Advisors 0.00% Add +4.4% 21,493 $1.1M
Beacon Financial Advisory LLC 0.22% Add +24.2% 21,036 $1.1M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -0.9% 20,815 $1.1M
Equitable Holdings, Inc. 0.01% New 20,913 $1.1M
Steward Partners Investment Advisory, LLC 0.01% Add +5.7% 20,703 $1.1M
Truist Financial Corp. 0.00% Add +0.9% 20,628 $1.1M
Prospera Financial Services Inc 0.02% Add +8.0% 20,162 $1.1M
Tradition Wealth Management, LLC 0.06% Add +15.6% 19,003 $1.0M
Weaver Consulting Group 0.21% No change 18,999 $1.0M
Bluedoor Private Wealth, LLC 0.41% Add +18.1% 18,507 $975K
Strategic Blueprint, LLC 0.05% No change 18,436 $971K
Western Wealth Management, LLC 0.03% No change 18,403 $969K
Creative Planning 0.00% Reduce -11.3% 17,931 $945K
IFG Advisory, LLC 0.03% No change 16,612 $875K
TopTier Wealth Management, LLC 0.50% Reduce -17.4% 15,836 $834K
SageView Advisory Group, LLC 0.03% Reduce -14.3% 15,688 $826K
AdvisorNet Financial, Inc 0.04% Add +1.3% 15,488 $816K
Benjamin Edwards Inc. 0.01% New 15,205 $801K
J.W. Cole Advisors, Inc. 0.01% New 15,031 $792K
Southern Capital Advisors, LLC 0.30% Add +10.0% 13,475 $710K
Brookstone Capital Management 0.01% Reduce -51.3% 13,177 $694K
Sovran Advisors, LLC 0.05% Add +2.0% 13,051 $688K
Keeler Thomas Management LLC 0.24% New 12,941 $682K
Chapman Financial Group, LLC 0.44% Add +4.5% 12,671 $668K
Nicholson Meyer Capital Management, Inc. 0.39% Reduce -28.8% 11,187 $589K
Founders Financial Securities LLC 0.03% Reduce -1.3% 10,761 $567K

"% of holder's portfolio" is BUFF's weight in each manager's 13F, not the share of Innovator Laddered Allocatio the manager owns.

Show all 164 holders