Innovator Laddered AllocatioBUFFETF
13F holders, Q1 2025 (March 31)123holders +5
16new positions
9sold out
$44.07avg. 13F price*
At the end of Q1 2025, 123 institutions reported holding Innovator Laddered Allocatio (BUFF) in their 13F filings, up 5 from Q4 2024. 16 opened new positions and 9 sold out. The largest holders were Envestnet Asset Management Inc. ($47.1M), LPL Financial LLC ($37.9M) and Osaic Holdings, Inc. ($25.8M).
- Company
- Innovator Laddered Allocatio
- CUSIP
- 45783Y814
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $44.8M |
| Exits | 9 | $4.1M |
All 13F filers, Q4 2024 → Q1 2025: 1,811,939 shares bought and 1,524,769 shares sold, net +287,170 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 123 holders
| Envestnet Asset Management Inc. | 0.02% | Add +3.9% | 1,068,512 | $47.1M |
| LPL Financial LLC | 0.01% | Add +39.2% | 858,985 | $37.9M |
| Osaic Holdings, Inc. | 0.06% | Add +18.1% | 585,665 | $25.8M |
| Kingsview Wealth Management, LLC | 0.45% | Reduce -66.7% | 542,393 | $23.9M |
| GGM Financial LLC | 14.65% | New | 486,687 | $21.5M |
| KFG Wealth Management, LLC | 3.26% | Add +1.6% | 406,844 | $17.9M |
| Prasad Wealth Partners, LLC | 5.67% | Add +5.3% | 393,651 | $17.4M |
| Cetera Investment Advisers | 0.03% | Add +15.2% | 382,582 | $16.9M |
| Holos Integrated Wealth LLC | 8.43% | Add +5.3% | 291,693 | $12.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -18.3% | 248,230 | $10.9M |
| MTM Financial Group, LLC | 6.08% | Add +2.5% | 235,581 | $10.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.0% | 232,553 | $10.3M |
| Mutual Advisors, LLC | 0.24% | Add +5.8% | 194,672 | $8.5M |
| LifeWealth Investments, LLC | 3.66% | New | 172,791 | $7.6M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -2.6% | 169,918 | $7.5M |
| Harbour Investments, Inc. | 0.20% | Add +12.8% | 162,476 | $7.2M |
| HighTower Advisors, LLC | 0.01% | Add +17.2% | 147,841 | $6.5M |
| Brookstone Capital Management | 0.08% | Reduce -8.2% | 124,874 | $5.5M |
| SageView Advisory Group, LLC | 0.23% | Reduce -30.0% | 121,150 | $5.3M |
| Susquehanna International Group, LLP | 0.01% | New | 115,362 | $5.1M |
| Buska Wealth Management, LLC | 1.50% | Reduce -1.0% | 108,318 | $4.8M |
| Garden State Investment Advisory Services LLC | 1.51% | Reduce -1.7% | 107,120 | $4.7M |
| Avantax Advisory Services, Inc. | 0.03% | Add +16.3% | 100,933 | $4.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.10% | Reduce -20.8% | 97,643 | $4.3M |
| GWN Securities Inc. | 0.24% | Add +125.6% | 96,925 | $4.3M |
| Channel Wealth LLC | 1.32% | Add +1.7% | 96,250 | $4.2M |
| Visionary Wealth Advisors | 0.24% | Add +0.4% | 92,496 | $4.1M |
| Guardian Financial Partners, LLC | 1.91% | Reduce -3.8% | 90,657 | $4.0M |
| Townsquare Capital LLC | 0.04% | Add +17.4% | 90,501 | $4.0M |
| Sovran Advisors, LLC | 0.51% | Reduce -24.6% | 92,853 | $4.0M |
| MML Investors Services, LLC | 0.01% | Add +18.0% | 89,587 | $4.0M |
| Seros Financial, LLC | 2.43% | Add +9.6% | 73,890 | $3.3M |
| AE Wealth Management LLC | 0.02% | Add +16567.7% | 66,004 | $2.9M |
| Planwiser Financial, LLC | 2.57% | — | 63,972 | $2.8M |
| Merit Financial Group, LLC | 0.04% | New | 63,322 | $2.8M |
| Trilogy Capital Inc. | 0.14% | New | 62,230 | $2.7M |
| CreativeOne Wealth, LLC | 0.08% | Add +18.7% | 62,044 | $2.7M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +34.5% | 61,033 | $2.7M |
| Focus Financial Network, Inc. | 0.11% | Add +12.2% | 60,126 | $2.7M |
| IFG Advisory, LLC | 0.14% | Reduce -0.3% | 58,854 | $2.6M |
| Glen Eagle Advisors, LLC | 0.41% | No change | 55,986 | $2.5M |
| Southland Equity Partners LLC | 0.54% | Reduce -2.9% | 52,684 | $2.3M |
| Financial Network Wealth Advisors LLC | 2.90% | Add +16.8% | 50,019 | $2.2M |
| Milestone Asset Management, LLC | 0.46% | Add +0.5% | 49,317 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -11.4% | 47,491 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +7.1% | 45,643 | $2.0M |
| Diligent Investors, LLC | 0.46% | Reduce -1.3% | 42,890 | $1.9M |
| Andina Capital Management, LLC | 1.28% | Add +2.2% | 40,835 | $1.8M |
| JDM Financial Group LLC | 0.91% | Add +0.8% | 40,719 | $1.8M |
| Advisory Services Network, LLC | 0.03% | Reduce -9.7% | 40,079 | $1.8M |
| Lineweaver Wealth Advisors, LLC | 0.29% | Add +13.9% | 38,263 | $1.7M |
| Vestia Personal Wealth Advisors | 1.31% | Reduce -2.4% | 37,447 | $1.7M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.58% | Add +6.2% | 36,819 | $1.6M |
| Bison Wealth, LLC | 0.14% | Add +136.6% | 33,894 | $1.5M |
| Sound View Wealth Advisors Group, LLC | 0.11% | Reduce -5.5% | 30,708 | $1.4M |
| Soltis Investment Advisors LLC | 0.12% | Add +2.3% | 29,752 | $1.3M |
| Diversify Wealth Management, LLC | 0.10% | Add +4.8% | 29,703 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.02% | New | 29,546 | $1.3M |
| Acas, LLC | 0.99% | Reduce -2.5% | 29,391 | $1.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.16% | Add +4.3% | 27,525 | $1.2M |
| Collaborative Wealth Managment Inc. | 0.55% | Add +133.1% | 26,623 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -25.3% | 25,821 | $1.1M |
| Ofc Financial Planning, LLC | 1.10% | Reduce -1.9% | 22,104 | $975K |
| City Center Advisors, LLC | 1.13% | Reduce -5.9% | 21,924 | $967K |
| Jane Street Group, LLC | 0.00% | New | 21,811 | $962K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +3.9% | 20,747 | $915K |
| Atria Investments, Inc | 0.01% | Reduce -16.2% | 19,699 | $869K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +236.4% | 18,663 | $823K |
| Captrust Financial Advisors | 0.00% | Add +0.1% | 15,511 | $684K |
| MPWM Advisory Solutions, LLC | 0.49% | No change | 15,360 | $677K |
| Weaver Consulting Group | 0.20% | New | 15,206 | $670K |
| J.W. Cole Advisors, Inc. | 0.02% | No change | 14,951 | $659K |
| Southern Capital Advisors, LLC | 0.34% | Reduce -0.3% | 14,064 | $620K |
| Bank of New York Mellon Corp | 0.00% | New | 13,391 | $590K |
| Strategic Blueprint, LLC | 0.03% | No change | 12,665 | $558K |
| Advisor Resource Council | 0.04% | Reduce -33.8% | 11,783 | $520K |
| Axxcess Wealth Management, LLC | 0.01% | New | 11,396 | $502K |
| GPS Wealth Strategies Group, LLC | 0.07% | Add +10.8% | 11,169 | $492K |
| AdvisorNet Financial, Inc | 0.04% | No change | 11,076 | $488K |
| Founders Financial Securities LLC | 0.04% | Reduce -5.5% | 11,064 | $485K |
| Bellwether Advisors, LLC | 0.10% | No change | 10,596 | $467K |
| Stegent Equity Advisors, Inc. | 0.46% | No change | 10,326 | $455K |
| NewEdge Advisors, LLC | 0.00% | Add +9.6% | 9,966 | $439K |
| Onyx Bridge Wealth Group LLC | 0.06% | New | 9,750 | $430K |
| CoreCap Advisors, LLC | 0.02% | Reduce -13.1% | 9,694 | $427K |
| Truist Financial Corp. | 0.00% | Add +4.4% | 9,589 | $423K |
| Trek Financial, LLC | 0.03% | No change | 9,581 | $422K |
| Applied Capital LLC | 0.20% | Reduce -42.5% | 9,020 | $398K |
| Arlington Capital Management, Inc. | 0.30% | Reduce -48.7% | 8,989 | $396K |
| Integral Investment Advisors, Inc. | 0.12% | Add +7.0% | 8,414 | $371K |
| AlphaStar Capital Management, LLC | 0.04% | No change | 8,270 | $365K |
| Principal Securities, Inc. | 0.01% | No change | 7,631 | $343K |
| Capital Square, LLC | 0.20% | New | 7,694 | $339K |
| DHJJ Financial Advisors, Ltd. | 0.13% | No change | 7,315 | $323K |
| Sigma Planning Corp | 0.01% | Reduce -51.0% | 6,957 | $307K |
| IMG Wealth Management, Inc. | 0.28% | No change | 6,953 | $307K |
| Harvest Investment Services, LLC | 0.08% | Reduce -1.4% | 6,900 | $304K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.13% | Reduce -1.1% | 6,829 | $301K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 6,422 | $283K |
| Red Crane Wealth Management, LLC | 0.27% | No change | 6,289 | $277K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -4.6% | 5,939 | $262K |
| Independent Financial Group, LLC | 0.01% | New | 5,900 | $260K |
| IFP Advisors, Inc | 0.01% | Add +18.8% | 5,879 | $259K |
| Bedel Financial Consulting, Inc. | 0.04% | Add +8.8% | 5,712 | $252K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -92.0% | 5,339 | $235K |
| Davies Financial Advisors, Inc. | 0.20% | Reduce -8.1% | 5,269 | $232K |
| Morgan Stanley | 0.00% | No change | 3,295 | $145K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 3,230 | $142K |
| JPMorgan Chase & Co. | 0.00% | Reduce -45.6% | 1,485 | $65K |
| Lanark Financial, Inc. | 0.00% | — | 934 | $41K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Add +13.9% | 820 | $36K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -82.8% | 760 | $34K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +492.2% | 758 | $33K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Reduce -97.0% | 741 | $33K |
| Colonial Trust Co / SC | 0.00% | No change | 629 | $28K |
| Golden State Wealth Management, LLC | 0.00% | No change | 555 | $24K |
| Cwm, LLC | 0.00% | Reduce -36.1% | 529 | $23K |
| Private Trust Co. NA | 0.00% | No change | 500 | $22K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 285 | $13K |
| Cheviot Value Management, LLC | 0.00% | New | 244 | $11K |
| MAI Capital Management | 0.00% | No change | 137 | $6K |
| Creative Financial Designs Inc. | 0.00% | New | 70 | $3K |
| Assetmark, Inc. | 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.