Innovator Laddered AllocatioBUFFETF
13F holders, Q4 2024 (December 31)118holders +14
12new positions
10sold out
1famous investor
$44.90avg. 13F price*
At the end of Q4 2024, 118 institutions reported holding Innovator Laddered Allocatio (BUFF) in their 13F filings, up 14 from Q3 2024. 12 opened new positions and 10 sold out. The largest holders were Kingsview Wealth Management, LLC ($73.2M), Envestnet Asset Management Inc. ($46.2M) and LPL Financial LLC ($27.7M). 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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $5.3M |
| Exits | 10 | $12.8M |
All 13F filers, Q3 2024 → Q4 2024: 1,810,475 shares bought and 544,538 shares sold, net +1,265,937 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 118 holders
| Kingsview Wealth Management, LLC | 1.43% | Add +200.4% | 1,629,613 | $73.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.4% | 1,028,312 | $46.2M |
| LPL Financial LLC | 0.01% | Add +44.0% | 617,165 | $27.7M |
| Osaic Holdings, Inc. | 0.05% | Add +39.9% | 495,738 | $22.3M |
| KFG Wealth Management, LLC | 3.36% | Add +5.4% | 400,448 | $18.0M |
| Prasad Wealth Partners, LLC | 5.43% | — | 373,880 | $16.8M |
| Cetera Investment Advisers | 0.03% | Add +5.4% | 332,071 | $14.9M |
| Raymond James Financial Inc. | 0.01% | — | 303,769 | $13.6M |
| Holos Integrated Wealth LLC | 8.51% | — | 277,142 | $12.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +0.1% | 239,771 | $10.8M |
| MTM Financial Group, LLC | 6.17% | Add +1.6% | 229,715 | $10.3M |
| Mutual Advisors, LLC | 0.24% | Add +8.8% | 183,911 | $8.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -32.9% | 174,418 | $7.8M |
| SageView Advisory Group, LLC | 0.33% | Reduce -27.2% | 173,164 | $7.8M |
| Harbour Investments, Inc. | 0.19% | Add +23.6% | 144,039 | $6.5M |
| Brookstone Capital Management | 0.09% | Add +11.4% | 136,073 | $6.1M |
| HighTower Advisors, LLC | 0.01% | Add +5.4% | 126,153 | $5.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.13% | Reduce -10.6% | 123,301 | $5.5M |
| Sovran Advisors, LLC | 0.79% | — | 123,171 | $5.5M |
| Buska Wealth Management, LLC | 1.57% | Reduce -9.9% | 109,407 | $4.9M |
| Garden State Investment Advisory Services LLC | 1.51% | Add +4.6% | 108,946 | $4.9M |
| Channel Wealth LLC | 1.38% | Add +25.8% | 94,656 | $4.3M |
| Guardian Financial Partners, LLC | 2.51% | Reduce -1.4% | 94,191 | $4.2M |
| Visionary Wealth Advisors | 0.24% | Add +1.3% | 92,141 | $4.1M |
| Avantax Advisory Services, Inc. | 0.02% | Add +13.2% | 86,778 | $3.9M |
| Townsquare Capital LLC | 0.04% | Add +1.9% | 77,106 | $3.5M |
| MML Investors Services, LLC | 0.01% | Add +68.1% | 75,912 | $3.4M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.1% | 66,368 | $3.0M |
| Seros Financial, LLC | 2.60% | — | 67,424 | $2.9M |
| IFG Advisory, LLC | 0.15% | Reduce -3.3% | 59,048 | $2.7M |
| Glen Eagle Advisors, LLC | 0.42% | Add +0.4% | 55,986 | $2.5M |
| Southland Equity Partners LLC | 0.57% | Reduce -5.8% | 54,259 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +25.3% | 53,620 | $2.4M |
| Focus Financial Network, Inc. | 0.10% | Reduce -1.5% | 53,568 | $2.4M |
| CreativeOne Wealth, LLC | 0.07% | Add +27.1% | 52,264 | $2.3M |
| Old Mission Capital LLC | 0.05% | New | 50,219 | $2.3M |
| Milestone Asset Management, LLC | 0.49% | Add +4.5% | 49,073 | $2.2M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +18.5% | 45,371 | $2.0M |
| Advisory Services Network, LLC | 0.04% | Reduce -0.9% | 44,369 | $2.0M |
| Diligent Investors, LLC | 0.45% | Reduce -0.2% | 43,460 | $2.0M |
| GWN Securities Inc. | 0.52% | — | 42,962 | $1.9M |
| Financial Network Wealth Advisors LLC | 3.57% | Reduce -38.9% | 42,810 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.0% | 42,612 | $1.9M |
| JDM Financial Group LLC | 0.94% | Add +14.5% | 40,415 | $1.8M |
| Andina Capital Management, LLC | 1.46% | Reduce -5.5% | 39,966 | $1.8M |
| Vestia Personal Wealth Advisors | 1.42% | Reduce -3.6% | 38,369 | $1.7M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.57% | Add +1.0% | 34,676 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Add +32.4% | 34,556 | $1.6M |
| Lineweaver Wealth Advisors, LLC | 0.28% | Add +7.1% | 33,597 | $1.5M |
| Sound View Wealth Advisors Group, LLC | 0.12% | Add +10.0% | 32,488 | $1.5M |
| Acas, LLC | 1.02% | Add +0.5% | 30,141 | $1.4M |
| Soltis Investment Advisors LLC | 0.12% | Reduce -4.5% | 29,093 | $1.3M |
| Diversify Wealth Management, LLC | 0.10% | Reduce -0.5% | 28,338 | $1.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.16% | Add +16.8% | 26,390 | $1.2M |
| Hazlett, Burt & Watson, Inc. | 0.49% | Add +63.8% | 24,841 | $1.1M |
| Atria Investments, Inc | 0.01% | No change | 23,518 | $1.1M |
| City Center Advisors, LLC | 1.17% | Add +5.8% | 23,296 | $1.0M |
| Ofc Financial Planning, LLC | 1.07% | — | 22,540 | $1.0M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +30.5% | 19,961 | $896K |
| Advisor Resource Council | 0.57% | New | 17,796 | $799K |
| Arlington Capital Management, Inc. | 0.54% | Add +11.1% | 17,512 | $786K |
| Applied Capital LLC | 0.36% | Reduce -27.2% | 15,695 | $705K |
| Captrust Financial Advisors | 0.00% | Add +7.7% | 15,500 | $696K |
| MPWM Advisory Solutions, LLC | 0.50% | — | 15,360 | $690K |
| J.W. Cole Advisors, Inc. | 0.03% | No change | 14,951 | $671K |
| Bison Wealth, LLC | 0.08% | — | 14,327 | $643K |
| Sigma Planning Corp | 0.02% | Reduce -4.4% | 14,187 | $637K |
| Southern Capital Advisors, LLC | 0.35% | Add +1.9% | 14,099 | $633K |
| Strategic Blueprint, LLC | 0.03% | New | 12,665 | $569K |
| Founders Financial Securities LLC | 0.05% | Reduce -0.6% | 11,706 | $526K |
| Collaborative Wealth Managment Inc. | 0.23% | New | 11,420 | $513K |
| CoreCap Advisors, LLC | 0.02% | Add +8.3% | 11,155 | $501K |
| AdvisorNet Financial, Inc | 0.04% | Add +1.8% | 11,076 | $497K |
| Castleview Partners, LLC | 0.26% | Add +34.5% | 10,787 | $485K |
| Bellwether Advisors, LLC | 0.09% | Add +26.2% | 10,596 | $476K |
| Stegent Equity Advisors, Inc. | 0.47% | No change | 10,326 | $464K |
| GPS Wealth Strategies Group, LLC | 0.06% | Add +204.5% | 10,080 | $453K |
| Trek Financial, LLC | 0.03% | Add +5.5% | 9,581 | $430K |
| Truist Financial Corp. | 0.00% | Add +13.4% | 9,183 | $412K |
| NewEdge Advisors, LLC | 0.00% | Reduce -41.8% | 9,091 | $408K |
| AlphaStar Capital Management, LLC | 0.04% | No change | 8,270 | $371K |
| Integral Investment Advisors, Inc. | 0.11% | Add +26.6% | 7,864 | $353K |
| Principal Securities, Inc. | 0.01% | Add +1990.7% | 7,631 | $343K |
| DHJJ Financial Advisors, Ltd. | 0.13% | Add +15.3% | 7,315 | $329K |
| Harvest Investment Services, LLC | 0.08% | No change | 7,000 | $314K |
| IMG Wealth Management, Inc. | 0.29% | — | 6,953 | $312K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.13% | — | 6,904 | $310K |
| Integrated Wealth Concepts LLC | 0.00% | Add +49.3% | 6,851 | $308K |
| PNC Financial Services Group, Inc. | 0.00% | New | 6,422 | $288K |
| Red Crane Wealth Management, LLC | 0.27% | — | 6,289 | $282K |
| Capital Investment Advisory Services, LLC | 0.03% | No change | 6,225 | $280K |
| Philip James Wealth Mangement, LLC | 0.04% | Add +2.0% | 5,828 | $262K |
| Davies Financial Advisors, Inc. | 0.22% | Reduce -6.6% | 5,735 | $258K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +107.8% | 5,548 | $249K |
| Triton Financial Group Inc | 0.15% | Reduce -0.6% | 5,397 | $242K |
| Bedel Financial Consulting, Inc. | 0.03% | New | 5,249 | $240K |
| Atlas Private Wealth Advisors | 0.03% | New | 5,090 | $229K |
| IFP Advisors, Inc | 0.01% | Add +6.0% | 4,949 | $222K |
| Citadel Advisors | 0.00% | Reduce -79.7% | 4,625 | $208K |
| 4J Wealth Management LLC | 0.17% | New | 4,553 | $204K |
"% of holder's portfolio" is BUFF's weight in each manager's 13F, not the share of Innovator Laddered Allocatio the manager owns.