Innovator Laddered AllocatioBUFFETF
13F holders, Q2 2024 (June 30)96holders +3
9new positions
7sold out
1famous investor
$42.88avg. 13F price*
At the end of Q2 2024, 96 institutions reported holding Innovator Laddered Allocatio (BUFF) in their 13F filings, up 3 from Q1 2024. 9 opened new positions and 7 sold out. The largest holders were Kingsview Wealth Management, LLC ($65.2M), Envestnet Asset Management Inc. ($42.8M) and KFG Wealth Management, LLC ($15.3M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $6.1M |
| Exits | 7 | $4.1M |
All 13F filers, Q1 2024 → Q2 2024: 1,068,179 shares bought and 684,910 shares sold, net +383,269 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 96 holders
| Kingsview Wealth Management, LLC | 1.54% | Add +3.2% | 1,521,214 | $65.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +7.6% | 999,443 | $42.8M |
| KFG Wealth Management, LLC | 6.06% | Add +7.4% | 356,441 | $15.3M |
| Regal Investment Advisors LLC | 1.00% | Add +11.6% | 350,841 | $15.0M |
| SageView Advisory Group, LLC | 0.83% | Add +681.0% | 311,015 | $13.3M |
| Osaic Holdings, Inc. | 0.03% | Add +7.2% | 304,215 | $13.0M |
| Cetera Investment Advisers | 0.03% | Reduce -2.1% | 258,332 | $11.1M |
| MTM Financial Group, LLC | 6.19% | Add +0.6% | 226,125 | $9.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -29.5% | 192,864 | $8.3M |
| Mutual Advisors, LLC | 0.24% | Add +15.4% | 187,186 | $8.1M |
| Southland Equity Partners LLC | 2.05% | Reduce -3.6% | 167,405 | $7.2M |
| LPL Financial LLC | 0.00% | Add +229.1% | 153,207 | $6.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +65.7% | 128,752 | $5.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.14% | Add +35.1% | 128,113 | $5.5M |
| Brookstone Capital Management | 0.09% | Add +58.7% | 126,353 | $5.5M |
| Buska Wealth Management, LLC | 2.10% | Reduce -15.4% | 122,639 | $5.3M |
| Guardian Financial Partners, LLC | 2.90% | Reduce -3.9% | 101,803 | $4.4M |
| Garden State Investment Advisory Services LLC | 1.50% | Reduce -1.9% | 101,140 | $4.3M |
| HighTower Advisors, LLC | 0.01% | Add +18.3% | 100,945 | $4.3M |
| Visionary Wealth Advisors | 0.24% | Add +18.6% | 85,972 | $3.7M |
| First Heartland Consultants, Inc. | 0.35% | New | 83,051 | $3.6M |
| Townsquare Capital LLC | 0.04% | Reduce -6.4% | 76,560 | $3.3M |
| Financial Network Wealth Advisors LLC | 2.45% | Reduce -6.4% | 76,536 | $3.3M |
| Harbour Investments, Inc. | 0.11% | Add +104.2% | 76,210 | $3.3M |
| Avantax Advisory Services, Inc. | 0.02% | Add +75.3% | 65,549 | $2.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.1% | 62,932 | $2.7M |
| IFG Advisory, LLC | 0.17% | Add +2.6% | 60,047 | $2.6M |
| NewEdge Advisors, LLC | 0.02% | Add +21.6% | 57,971 | $2.5M |
| Glen Eagle Advisors, LLC | 0.43% | Reduce -2.3% | 54,933 | $2.4M |
| Focus Financial Network, Inc. | 0.10% | Add +17.1% | 53,943 | $2.3M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +73.1% | 49,029 | $2.1M |
| Advisory Services Network, LLC | 0.04% | Reduce -1.1% | 44,793 | $1.9M |
| Milestone Asset Management, LLC | 0.47% | Reduce -45.0% | 43,783 | $1.9M |
| Diligent Investors, LLC | 0.46% | Add +6.1% | 43,559 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +26.7% | 42,633 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.1% | 41,317 | $1.8M |
| Vestia Personal Wealth Advisors | 1.85% | — | 40,420 | $1.7M |
| MML Investors Services, LLC | 0.01% | Add +5.3% | 38,195 | $1.6M |
| Andina Capital Management, LLC | 1.22% | Reduce -35.7% | 37,909 | $1.6M |
| Soltis Investment Advisors LLC | 0.15% | Add +79.2% | 33,180 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | New | 33,142 | $1.4M |
| Lineweaver Wealth Advisors, LLC | 0.28% | Add +16.2% | 31,371 | $1.3M |
| Acas, LLC | 1.12% | Reduce -6.9% | 29,891 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.4% | 27,857 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +8.4% | 27,137 | $1.2M |
| Sound View Wealth Advisors Group, LLC | 0.11% | Reduce -23.6% | 25,575 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -14.3% | 22,598 | $969K |
| Patriot Financial Group Insurance Agency, LLC | 0.11% | Add +21.6% | 18,185 | $780K |
| Citadel Advisors | 0.00% | Reduce -24.3% | 18,134 | $777K |
| Sigma Planning Corp | 0.02% | Add +14.6% | 16,731 | $717K |
| Captrust Financial Advisors | 0.00% | Add +1.2% | 15,061 | $646K |
| Southern Capital Advisors, LLC | 0.37% | Reduce -0.7% | 14,015 | $601K |
| J.W. Cole Advisors, Inc. | 0.03% | No change | 13,951 | $598K |
| Founders Financial Securities LLC | 0.05% | Reduce -52.6% | 13,244 | $568K |
| City Center Advisors, LLC | 0.67% | No change | 13,591 | $567K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -2.4% | 13,187 | $565K |
| Davies Financial Advisors, Inc. | 0.52% | Reduce -82.5% | 13,109 | $562K |
| Delta Investment Management, LLC | 0.12% | Reduce -71.7% | 12,788 | $548K |
| Hazlett, Burt & Watson, Inc. | 0.27% | Add +136.3% | 12,337 | $528K |
| Stegent Equity Advisors, Inc. | 0.51% | Reduce -43.3% | 11,516 | $494K |
| Trek Financial, LLC | 0.03% | Add +20.7% | 9,081 | $389K |
| Straight Path Wealth Management | 0.20% | Add +11.2% | 8,890 | $381K |
| Householder Group Estate & Retirement Specialist, LLC | 0.10% | New | 8,681 | $372K |
| Bellwether Advisors, LLC | 0.08% | No change | 8,396 | $360K |
| AdvisorNet Financial, Inc | 0.03% | Add +10.4% | 8,276 | $355K |
| AlphaStar Capital Management, LLC | 0.03% | Add +41.4% | 8,270 | $355K |
| Integral Investment Advisors, Inc. | 0.13% | Reduce -2.9% | 8,135 | $349K |
| CoreCap Advisors, LLC | 0.03% | Reduce -92.5% | 6,989 | $300K |
| Compass Advisory Group LLC | 0.13% | Add +0.4% | 6,819 | $292K |
| Advisor Resource Council | 0.37% | New | 6,593 | $283K |
| WealthPLAN Partners, LLC | 0.03% | No change | 6,583 | $282K |
| Philip James Wealth Mangement, LLC | 0.18% | Reduce -95.3% | 6,436 | $276K |
| Capital Investment Advisory Services, LLC | 0.03% | No change | 6,225 | $267K |
| Castleview Partners, LLC | 0.15% | Add +81.8% | 6,171 | $265K |
| DHJJ Financial Advisors, Ltd. | 0.11% | Reduce -3.2% | 6,156 | $264K |
| IFP Advisors, Inc | 0.01% | Reduce -10.7% | 5,430 | $233K |
| Triton Financial Group Inc | 0.16% | Add +1.2% | 5,430 | $233K |
| Truist Financial Corp. | 0.00% | New | 5,317 | $228K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -92.1% | 3,361 | $144K |
| GPS Wealth Strategies Group, LLC | 0.02% | New | 3,310 | $142K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,252 | $139K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 3,135 | $134K |
| Morgan Stanley | 0.00% | No change | 3,000 | $129K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.1% | 2,732 | $117K |
| Cwm, LLC | 0.00% | Reduce -19.6% | 2,635 | $113K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,769 | $76K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 1,503 | $64K |
| Lanark Financial, Inc. | 0.00% | New | 934 | $40K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 720 | $31K |
| Private Trust Co. NA | 0.00% | No change | 500 | $21K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 451 | $19K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 285 | $12K |
| FMR LLC | 0.00% | No change | 254 | $11K |
| Clear Point Advisors Inc. | 0.00% | No change | 100 | $4K |
| Balefire, LLC | 0.00% | No change | 95 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 50 | $2K |
"% of holder's portfolio" is BUFF's weight in each manager's 13F, not the share of Innovator Laddered Allocatio the manager owns.