Innovator Laddered AllocatioBUFFETF
13F holders, Q1 2024 (March 31)93holders
1famous investor
$41.71avg. 13F price*
At the end of Q1 2024, 93 institutions reported holding Innovator Laddered Allocatio (BUFF) in their 13F filings. The largest holders were Kingsview Wealth Management, LLC ($61.5M), Envestnet Asset Management Inc. ($38.8M) and KFG Wealth Management, LLC ($13.9M). 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
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $8.6M |
| Exits | 5 | $24.3M |
Ownership 93 holders
| Kingsview Wealth Management, LLC | 1.54% | Add +88.2% | 1,474,194 | $61.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +20.6% | 928,851 | $38.8M |
| KFG Wealth Management, LLC | 5.69% | Add +2.7% | 331,916 | $13.9M |
| Regal Investment Advisors LLC | 0.90% | Add +16.8% | 314,309 | $13.1M |
| Osaic Holdings, Inc. | 0.03% | Add +17.2% | 283,819 | $11.8M |
| Commonwealth Equity Services, LLC | 0.02% | Add +6.4% | 273,706 | $11.4M |
| Cetera Investment Advisers | 0.03% | Add +2.1% | 263,903 | $11.0M |
| MTM Financial Group, LLC | 6.23% | Reduce -6.7% | 224,725 | $9.4M |
| Southland Equity Partners LLC | 2.03% | Reduce -2.1% | 173,590 | $7.2M |
| Mutual Advisors, LLC | 0.22% | Add +125.7% | 162,244 | $6.8M |
| Buska Wealth Management, LLC | 2.65% | — | 145,044 | $6.1M |
| Philip James Wealth Mangement, LLC | 4.07% | Add +5.1% | 137,723 | $5.7M |
| Guardian Financial Partners, LLC | 3.03% | Add +76.5% | 105,967 | $4.4M |
| Garden State Investment Advisory Services LLC | 1.58% | Add +1.4% | 103,135 | $4.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.10% | Add +50.1% | 94,790 | $4.0M |
| CoreCap Advisors, LLC | 0.21% | Add +3.0% | 93,554 | $3.9M |
| HighTower Advisors, LLC | 0.01% | Add +16.8% | 85,366 | $3.6M |
| Townsquare Capital LLC | 0.05% | Reduce -12.6% | 81,825 | $3.4M |
| Financial Network Wealth Advisors LLC | 3.40% | Reduce -11.7% | 81,790 | $3.4M |
| Brookstone Capital Management | 0.06% | Reduce -41.9% | 79,632 | $3.3M |
| Milestone Asset Management, LLC | 0.95% | Reduce -86.0% | 79,599 | $3.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.2% | 77,720 | $3.2M |
| Davies Financial Advisors, Inc. | 3.20% | — | 75,106 | $3.1M |
| Visionary Wealth Advisors | 0.20% | Add +0.0% | 72,515 | $3.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +58.1% | 62,882 | $2.6M |
| Andina Capital Management, LLC | 1.92% | Reduce -57.7% | 58,977 | $2.5M |
| IFG Advisory, LLC | 0.18% | Add +3.7% | 58,512 | $2.4M |
| Glen Eagle Advisors, LLC | 0.45% | Add +5.1% | 56,198 | $2.3M |
| NewEdge Advisors, LLC | 0.02% | Add +0.8% | 47,666 | $2.0M |
| LPL Financial LLC | 0.00% | Add +147.3% | 46,558 | $1.9M |
| Kingswood Wealth Advisors, LLC | 0.22% | New | 45,715 | $1.9M |
| Focus Financial Network, Inc. | 0.09% | — | 46,069 | $1.9M |
| Advisory Services Network, LLC | 0.04% | Add +10.0% | 45,273 | $1.9M |
| Delta Investment Management, LLC | 0.43% | Add +161.2% | 45,191 | $1.9M |
| Geneos Wealth Management Inc. | 0.08% | Add +1397.8% | 42,417 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -5.1% | 41,254 | $1.7M |
| Diligent Investors, LLC | 0.43% | Add +160.4% | 41,064 | $1.7M |
| Avantax Advisory Services, Inc. | 0.01% | New | 37,385 | $1.6M |
| Harbour Investments, Inc. | 0.06% | Add +196.4% | 37,330 | $1.6M |
| MML Investors Services, LLC | 0.01% | Add +20.4% | 36,289 | $1.5M |
| SageView Advisory Group, LLC | 0.07% | Reduce -99.5% | 39,825 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.2% | 33,656 | $1.4M |
| Sound View Wealth Advisors Group, LLC | 0.15% | Reduce -68.2% | 33,459 | $1.4M |
| Acas, LLC | 1.30% | Reduce -6.7% | 32,096 | $1.3M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +59.2% | 28,325 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.3% | 27,980 | $1.2M |
| Founders Financial Securities LLC | 0.12% | Reduce -5.1% | 27,965 | $1.2M |
| Jane Street Group, LLC | 0.00% | New | 27,447 | $1.1M |
| Lineweaver Wealth Advisors, LLC | 0.27% | Add +63.5% | 26,994 | $1.1M |
| Atria Investments, Inc | 0.02% | New | 26,362 | $1.1M |
| Private Advisor Group, LLC | 0.01% | New | 25,022 | $1.0M |
| Citadel Advisors | 0.00% | Reduce -46.3% | 23,939 | $999K |
| Stegent Equity Advisors, Inc. | 0.86% | Reduce -18.4% | 20,301 | $847K |
| Soltis Investment Advisors LLC | 0.09% | Add +108.3% | 18,518 | $773K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Add +7.9% | 14,950 | $624K |
| Captrust Financial Advisors | 0.00% | Reduce -12.4% | 14,886 | $621K |
| Sigma Planning Corp | 0.02% | New | 14,602 | $610K |
| Southern Capital Advisors, LLC | 0.36% | Add +44.3% | 14,119 | $589K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +71.3% | 13,951 | $582K |
| City Center Advisors, LLC | 0.67% | — | 13,591 | $567K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -5.4% | 13,515 | $564K |
| Lincoln National Corp. | 0.01% | New | 10,399 | $434K |
| Old Mission Capital LLC | 0.01% | New | 9,028 | $377K |
| Bellwether Advisors, LLC | 0.08% | Add +39.9% | 8,396 | $350K |
| Integral Investment Advisors, Inc. | 0.14% | No change | 8,375 | $348K |
| Straight Path Wealth Management | 0.19% | Add +1.4% | 7,994 | $334K |
| Trek Financial, LLC | 0.02% | No change | 7,521 | $314K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -26.5% | 7,495 | $313K |
| Compass Advisory Group LLC | 0.13% | Add +5.7% | 6,790 | $283K |
| WealthPLAN Partners, LLC | 0.03% | No change | 6,583 | $275K |
| DHJJ Financial Advisors, Ltd. | 0.12% | Reduce -16.1% | 6,362 | $266K |
| Capital Investment Advisory Services, LLC | 0.03% | No change | 6,225 | $260K |
| IFP Advisors, Inc | 0.01% | Reduce -16.6% | 6,082 | $254K |
| AlphaStar Capital Management, LLC | 0.03% | New | 5,850 | $244K |
| Triton Financial Group Inc | 0.16% | Reduce -13.7% | 5,364 | $224K |
| Hazlett, Burt & Watson, Inc. | 0.13% | Add +47.1% | 5,220 | $219K |
| Orion Capital Management LLC | 0.11% | No change | 4,946 | $206K |
| Castleview Partners, LLC | 0.08% | Add +86.8% | 3,394 | $142K |
| Cwm, LLC | 0.00% | New | 3,278 | $137K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +55.3% | 3,252 | $136K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -9.2% | 3,135 | $131K |
| Morgan Stanley | 0.00% | No change | 3,000 | $125K |
| JPMorgan Chase & Co. | 0.00% | Add +5.4% | 2,734 | $114K |
| Global Retirement Partners, LLC | 0.00% | New | 1,769 | $74K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 1,503 | $63K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 720 | $30K |
| Private Trust Co. NA | 0.00% | No change | 500 | $21K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 285 | $12K |
| FMR LLC | 0.00% | Reduce -72.2% | 254 | $11K |
| Sunbelt Securities, Inc. | 0.00% | No change | 250 | $10K |
| Clear Point Advisors Inc. | 0.00% | No change | 100 | $4K |
| Balefire, LLC | 0.00% | New | 95 | $4K |
| Kelly Financial Services LLC | 0.00% | New | 45 | $2K |
"% of holder's portfolio" is BUFF's weight in each manager's 13F, not the share of Innovator Laddered Allocatio the manager owns.