Innovator Laddered AllocatioBUFFETF
13F holders, Q3 2024 (September 30)104holders +8
15new positions
7sold out
1famous investor
$44.12avg. 13F price*
At the end of Q3 2024, 104 institutions reported holding Innovator Laddered Allocatio (BUFF) in their 13F filings, up 8 from Q2 2024. 15 opened new positions and 7 sold out. The largest holders were Envestnet Asset Management Inc. ($45.6M), Kingsview Wealth Management, LLC ($23.9M) and LPL Financial LLC ($18.9M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $23.2M |
| Exits | 7 | $6.3M |
All 13F filers, Q2 2024 → Q3 2024: 1,372,824 shares bought and 1,652,518 shares sold, net −279,694 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 104 holders
| Envestnet Asset Management Inc. | 0.01% | Add +3.3% | 1,032,851 | $45.6M |
| Kingsview Wealth Management, LLC | 0.50% | Reduce -64.3% | 542,485 | $23.9M |
| LPL Financial LLC | 0.01% | Add +179.8% | 428,690 | $18.9M |
| KFG Wealth Management, LLC | 3.64% | Add +6.6% | 379,835 | $16.8M |
| Osaic Holdings, Inc. | 0.04% | Add +16.5% | 354,477 | $15.6M |
| Cetera Investment Advisers | 0.03% | Add +22.0% | 315,142 | $13.9M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +101.8% | 259,855 | $11.5M |
| Commonwealth Equity Services, LLC | 0.02% | Add +24.2% | 239,607 | $10.6M |
| SageView Advisory Group, LLC | 0.53% | Reduce -23.5% | 237,854 | $10.5M |
| MTM Financial Group, LLC | 6.09% | Reduce -0.0% | 226,060 | $10.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | New | 219,529 | $9.7M |
| Mutual Advisors, LLC | 0.22% | Reduce -9.7% | 168,998 | $7.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.14% | Add +7.7% | 137,921 | $6.1M |
| Brookstone Capital Management | 0.08% | Reduce -3.4% | 122,105 | $5.4M |
| Buska Wealth Management, LLC | 1.87% | Reduce -1.0% | 121,423 | $5.4M |
| HighTower Advisors, LLC | 0.01% | Add +18.6% | 119,733 | $5.3M |
| Regal Investment Advisors LLC | 0.37% | Reduce -66.0% | 119,446 | $5.3M |
| Harbour Investments, Inc. | 0.15% | Add +52.9% | 116,542 | $5.1M |
| Susquehanna International Group, LLP | 0.01% | Add +222.5% | 106,889 | $4.7M |
| Garden State Investment Advisory Services LLC | 1.47% | Add +3.0% | 104,123 | $4.6M |
| Guardian Financial Partners, LLC | 2.64% | Reduce -6.1% | 95,561 | $4.2M |
| Visionary Wealth Advisors | 0.24% | Add +5.8% | 90,990 | $4.0M |
| Avantax Advisory Services, Inc. | 0.02% | Add +16.9% | 76,647 | $3.4M |
| Townsquare Capital LLC | 0.04% | Reduce -1.2% | 75,631 | $3.3M |
| Channel Wealth LLC | 1.09% | New | 75,225 | $3.3M |
| Financial Network Wealth Advisors LLC | 2.55% | Reduce -8.4% | 70,069 | $3.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +5.6% | 66,438 | $2.9M |
| IFG Advisory, LLC | 0.17% | Add +1.7% | 61,057 | $2.7M |
| Southland Equity Partners LLC | 0.62% | Reduce -65.6% | 57,618 | $2.5M |
| Glen Eagle Advisors, LLC | 0.42% | Add +1.5% | 55,745 | $2.5M |
| Focus Financial Network, Inc. | 0.10% | Add +0.8% | 54,363 | $2.4M |
| Milestone Asset Management, LLC | 0.47% | Add +7.3% | 46,981 | $2.1M |
| MML Investors Services, LLC | 0.01% | Add +18.3% | 45,169 | $2.0M |
| Diligent Investors, LLC | 0.45% | No change | 43,559 | $1.9M |
| Advisory Services Network, LLC | 0.04% | No change | 44,793 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.4% | 42,789 | $1.9M |
| Andina Capital Management, LLC | 1.42% | Add +11.6% | 42,299 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.1% | 41,768 | $1.8M |
| CreativeOne Wealth, LLC | 0.06% | New | 41,122 | $1.8M |
| Vestia Personal Wealth Advisors | 1.65% | Reduce -1.6% | 39,788 | $1.8M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -21.9% | 38,292 | $1.7M |
| JDM Financial Group LLC | 0.85% | New | 35,308 | $1.6M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.55% | New | 34,344 | $1.5M |
| Lineweaver Wealth Advisors, LLC | 0.26% | No change | 31,371 | $1.4M |
| Soltis Investment Advisors LLC | 0.13% | Reduce -8.2% | 30,459 | $1.3M |
| Acas, LLC | 1.09% | Add +0.3% | 29,991 | $1.3M |
| Sound View Wealth Advisors Group, LLC | 0.11% | Add +15.5% | 29,533 | $1.3M |
| Diversify Wealth Management, LLC | 0.12% | New | 28,488 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -3.8% | 26,098 | $1.2M |
| Atria Investments, Inc | 0.01% | Add +4.1% | 23,518 | $1.0M |
| Citadel Advisors | 0.00% | Add +25.6% | 22,773 | $1.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.13% | Add +24.3% | 22,595 | $997K |
| City Center Advisors, LLC | 1.08% | Add +62.0% | 22,012 | $971K |
| Applied Capital LLC | 0.49% | New | 21,562 | $951K |
| Jane Street Group, LLC | 0.00% | New | 20,852 | $920K |
| Arlington Capital Management, Inc. | 0.57% | New | 15,761 | $695K |
| Innova Wealth Partners | 0.57% | New | 15,761 | $695K |
| NewEdge Advisors, LLC | 0.00% | Reduce -73.1% | 15,611 | $689K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +16.0% | 15,299 | $675K |
| Hazlett, Burt & Watson, Inc. | 0.31% | Add +22.9% | 15,165 | $668K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +7.2% | 14,951 | $660K |
| Sigma Planning Corp | 0.02% | Reduce -11.3% | 14,846 | $655K |
| Captrust Financial Advisors | 0.00% | Reduce -4.5% | 14,387 | $635K |
| Householder Group Estate & Retirement Specialist, LLC | 0.18% | Add +64.7% | 14,301 | $630K |
| Southern Capital Advisors, LLC | 0.34% | Reduce -1.3% | 13,840 | $611K |
| Founders Financial Securities LLC | 0.05% | Reduce -11.1% | 11,773 | $519K |
| AdvisorNet Financial, Inc | 0.04% | Add +31.4% | 10,876 | $480K |
| Stegent Equity Advisors, Inc. | 0.50% | Reduce -10.3% | 10,326 | $456K |
| CoreCap Advisors, LLC | 0.02% | Add +47.5% | 10,305 | $455K |
| Trek Financial, LLC | 0.03% | No change | 9,081 | $401K |
| Bellwether Advisors, LLC | 0.07% | No change | 8,396 | $370K |
| AlphaStar Capital Management, LLC | 0.03% | No change | 8,270 | $365K |
| Truist Financial Corp. | 0.00% | Add +52.2% | 8,094 | $357K |
| Castleview Partners, LLC | 0.20% | Add +30.0% | 8,023 | $354K |
| Harvest Investment Services, LLC | 0.10% | New | 7,000 | $309K |
| Compass Advisory Group LLC | 0.12% | Reduce -0.4% | 6,790 | $300K |
| DHJJ Financial Advisors, Ltd. | 0.11% | Add +3.1% | 6,346 | $280K |
| Capital Investment Advisory Services, LLC | 0.03% | No change | 6,225 | $275K |
| Integral Investment Advisors, Inc. | 0.07% | Reduce -23.7% | 6,210 | $274K |
| Davies Financial Advisors, Inc. | 0.24% | Reduce -53.1% | 6,142 | $271K |
| Philip James Wealth Mangement, LLC | 0.03% | Reduce -11.3% | 5,711 | $252K |
| Creative Planning | 0.00% | New | 5,693 | $251K |
| Triton Financial Group Inc | 0.15% | No change | 5,430 | $240K |
| IFP Advisors, Inc | 0.01% | Reduce -14.0% | 4,670 | $206K |
| Geneos Wealth Management Inc. | 0.01% | Add +38.7% | 4,661 | $206K |
| Integrated Wealth Concepts LLC | 0.00% | New | 4,590 | $203K |
| Morgan Stanley | 0.00% | Add +16.7% | 3,501 | $154K |
| GPS Wealth Strategies Group, LLC | 0.02% | No change | 3,310 | $146K |
| Harbor Investment Advisory, LLC | 0.01% | Add +3.0% | 3,230 | $143K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.0% | 2,731 | $120K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -17.9% | 2,670 | $118K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 1,503 | $66K |
| Cwm, LLC | 0.00% | Reduce -59.2% | 1,074 | $47K |
| Global Retirement Partners, LLC | 0.00% | Reduce -45.2% | 969 | $43K |
| Lanark Financial, Inc. | 0.00% | No change | 934 | $41K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 720 | $32K |
| Colonial Trust Co / SC | 0.00% | New | 629 | $28K |
| Private Trust Co. NA | 0.00% | No change | 500 | $22K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 451 | $20K |
| Principal Securities, Inc. | 0.00% | New | 365 | $16K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 285 | $13K |
| FMR LLC | 0.00% | No change | 254 | $11K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +124.0% | 112 | $5K |
| Clear Point Advisors Inc. | 0.00% | No change | 100 | $4K |
"% of holder's portfolio" is BUFF's weight in each manager's 13F, not the share of Innovator Laddered Allocatio the manager owns.