Innovator Laddered AllocatioBUFFETF
13F holders, Q2 2025 (June 30)131holders +8
12new positions
8sold out
$47.05avg. 13F price*
At the end of Q2 2025, 131 institutions reported holding Innovator Laddered Allocatio (BUFF) in their 13F filings, up 8 from Q1 2025. 12 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($131.2M), Envestnet Asset Management Inc. ($49.3M) and Osaic Holdings, Inc. ($23.8M).
- Company
- Innovator Laddered Allocatio
- CUSIP
- 45783Y814
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $4.6M |
| Exits | 8 | $11.4M |
All 13F filers, Q1 2025 → Q2 2025: 2,722,245 shares bought and 805,317 shares sold, net +1,916,928 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 131 holders
| LPL Financial LLC | 0.04% | Add +224.9% | 2,790,469 | $131.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.9% | 1,048,774 | $49.3M |
| Osaic Holdings, Inc. | 0.04% | Reduce -13.6% | 506,268 | $23.8M |
| GGM Financial LLC | 13.76% | Add +3.6% | 504,153 | $23.7M |
| Kingsview Wealth Management, LLC | 0.40% | Reduce -8.3% | 497,538 | $23.4M |
| KFG Wealth Management, LLC | 3.19% | Add +3.8% | 422,151 | $19.8M |
| Cetera Investment Advisers | 0.03% | Add +4.8% | 400,966 | $18.8M |
| Prasad Wealth Partners, LLC | 5.12% | Reduce -5.6% | 371,690 | $17.5M |
| Holos Integrated Wealth LLC | 8.88% | Add +5.8% | 308,564 | $14.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.0% | 240,737 | $11.3M |
| MTM Financial Group, LLC | 6.11% | Add +1.7% | 239,575 | $11.3M |
| Buska Wealth Management, LLC | 2.98% | Add +114.0% | 231,838 | $10.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.2% | 229,662 | $10.8M |
| LifeWealth Investments, LLC | 3.86% | Add +30.7% | 225,885 | $10.6M |
| Mutual Advisors, LLC | 0.24% | Add +2.3% | 199,053 | $9.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -0.3% | 169,334 | $8.0M |
| Harbour Investments, Inc. | 0.20% | Add +1.1% | 164,210 | $7.7M |
| HighTower Advisors, LLC | 0.01% | Add +9.5% | 161,890 | $7.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.14% | Add +46.2% | 142,715 | $6.7M |
| Brookstone Capital Management | 0.08% | Add +6.0% | 132,342 | $6.2M |
| Avantax Advisory Services, Inc. | 0.03% | Add +10.8% | 111,783 | $5.3M |
| Jane Street Group, LLC | 0.01% | Add +402.5% | 109,591 | $5.2M |
| GWN Securities Inc. | 0.94% | Add +11.2% | 107,795 | $5.1M |
| Garden State Investment Advisory Services LLC | 1.33% | Reduce -2.5% | 104,439 | $4.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +104.2% | 93,213 | $4.4M |
| MML Investors Services, LLC | 0.01% | Add +2.7% | 91,966 | $4.3M |
| Visionary Wealth Advisors | 0.22% | Reduce -2.9% | 89,776 | $4.2M |
| SageView Advisory Group, LLC | 0.16% | Reduce -28.2% | 86,937 | $4.2M |
| Seros Financial, LLC | 2.23% | Add +1.4% | 74,894 | $3.5M |
| Merit Financial Group, LLC | 0.04% | Add +12.7% | 71,361 | $3.4M |
| CreativeOne Wealth, LLC | 0.08% | Add +9.0% | 67,615 | $3.2M |
| IFG Advisory, LLC | 0.14% | Add +0.7% | 59,285 | $2.8M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +100.2% | 59,156 | $2.8M |
| Andina Capital Management, LLC | 1.82% | Add +35.1% | 55,161 | $2.6M |
| Glen Eagle Advisors, LLC | 0.39% | Reduce -3.2% | 54,173 | $2.5M |
| Atria Wealth Solutions, Inc. | 0.06% | Reduce -11.7% | 53,914 | $2.5M |
| Focus Financial Network, Inc. | 0.10% | Reduce -10.5% | 53,810 | $2.5M |
| Southland Equity Partners LLC | 0.54% | Reduce -0.6% | 52,378 | $2.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.9% | 50,275 | $2.4M |
| Milestone Asset Management, LLC | 0.48% | Reduce -1.5% | 48,599 | $2.3M |
| Financial Network Wealth Advisors LLC | 2.67% | Reduce -6.5% | 46,767 | $2.2M |
| Planwiser Financial, LLC | 1.85% | Reduce -29.0% | 45,422 | $2.2M |
| Advisory Services Network, LLC | 0.03% | Add +8.4% | 43,430 | $2.1M |
| Channel Wealth LLC | 0.57% | Reduce -55.4% | 42,954 | $2.0M |
| Diligent Investors, LLC | 0.48% | Add +0.0% | 42,895 | $2.0M |
| JDM Financial Group LLC | 0.91% | Add +0.3% | 40,843 | $1.9M |
| Lineweaver Wealth Advisors, LLC | 0.30% | Add +6.7% | 40,821 | $1.9M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +94.8% | 40,409 | $1.9M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.56% | Reduce -0.7% | 36,574 | $1.7M |
| Vestia Personal Wealth Advisors | 1.17% | Reduce -2.9% | 36,352 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -69.3% | 35,418 | $1.7M |
| Diversify Wealth Management, LLC | 0.10% | Add +11.9% | 33,248 | $1.6M |
| Bison Wealth, LLC | 0.13% | No change | 33,894 | $1.6M |
| Axxcess Wealth Management, LLC | 0.04% | Add +197.2% | 33,868 | $1.6M |
| Sound View Wealth Advisors Group, LLC | 0.11% | Reduce -1.1% | 30,370 | $1.4M |
| Soltis Investment Advisors LLC | 0.11% | Add +0.2% | 29,819 | $1.4M |
| Acas, LLC | 0.93% | Reduce -1.9% | 28,821 | $1.4M |
| Patriot Financial Group Insurance Agency, LLC | 0.16% | Add +6.5% | 29,300 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +13.4% | 29,280 | $1.4M |
| Collaborative Wealth Managment Inc. | 0.59% | Add +8.7% | 28,927 | $1.4M |
| Hazlett, Burt & Watson, Inc. | 0.52% | Add +3503.5% | 26,702 | $1.3M |
| Independent Financial Group, LLC | 0.03% | Add +331.4% | 25,452 | $1.2M |
| Principal Securities, Inc. | 0.02% | Add +222.6% | 24,618 | $1.2M |
| Ofc Financial Planning, LLC | 1.12% | Add +1.3% | 22,396 | $1.1M |
| Sovran Advisors, LLC | 0.10% | Reduce -77.5% | 20,919 | $985K |
| Atria Investments, Inc | 0.01% | Reduce -1.9% | 19,333 | $909K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.9% | 19,208 | $903K |
| City Center Advisors, LLC | 0.95% | Reduce -13.9% | 18,884 | $888K |
| Strategic Blueprint, LLC | 0.04% | Add +45.6% | 18,436 | $866K |
| Captrust Financial Advisors | 0.00% | Add +16.9% | 18,126 | $852K |
| Weaver Consulting Group | 0.22% | Add +9.9% | 16,718 | $786K |
| MPWM Advisory Solutions, LLC | 0.46% | No change | 15,360 | $722K |
| J.W. Cole Advisors, Inc. | 0.01% | No change | 14,951 | $703K |
| Advisor Resource Council | 0.32% | Add +18.9% | 14,008 | $658K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.25% | Add +102.5% | 13,829 | $654K |
| Beacon Financial Advisory LLC | 0.17% | New | 13,832 | $650K |
| OneDigital Investment Advisors LLC | 0.01% | New | 13,656 | $642K |
| Bank of New York Mellon Corp | 0.00% | Add +0.0% | 13,392 | $629K |
| Southern Capital Advisors, LLC | 0.30% | Reduce -9.9% | 12,675 | $596K |
| Old Mission Capital LLC | 0.02% | New | 12,603 | $592K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 12,599 | $592K |
| Columbia Advisory Partners LLC | 0.43% | New | 12,104 | $569K |
| GPS Wealth Strategies Group, LLC | 0.06% | Add +7.4% | 11,994 | $564K |
| CoreCap Advisors, LLC | 0.02% | Add +18.1% | 11,446 | $538K |
| Founders Financial Securities LLC | 0.04% | Reduce -1.0% | 10,949 | $515K |
| AlphaStar Capital Management, LLC | 0.03% | Add +24.9% | 10,330 | $486K |
| Stegent Equity Advisors, Inc. | 0.43% | No change | 10,326 | $485K |
| Caliber Wealth Management, LLC / KS | 0.05% | New | 10,247 | $482K |
| Truist Financial Corp. | 0.00% | Add +6.7% | 10,228 | $481K |
| Trek Financial, LLC | 0.03% | Add +5.6% | 10,115 | $475K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -11.2% | 9,837 | $462K |
| Onyx Bridge Wealth Group LLC | 0.06% | No change | 9,750 | $458K |
| NewEdge Advisors, LLC | 0.00% | Reduce -8.8% | 9,091 | $427K |
| Capital Square, LLC | 0.22% | Add +14.0% | 8,768 | $413K |
| VestGen Advisors, LLC | 0.02% | New | 8,384 | $399K |
| Bellwether Advisors, LLC | 0.07% | Reduce -20.8% | 8,396 | $395K |
| Chapman Financial Group, LLC | 0.33% | — | 8,371 | $393K |
| Integral Investment Advisors, Inc. | 0.11% | Reduce -2.2% | 8,229 | $387K |
| IMG Wealth Management, Inc. | 0.25% | No change | 6,953 | $327K |
| Harvest Investment Services, LLC | 0.07% | No change | 6,900 | $324K |
"% of holder's portfolio" is BUFF's weight in each manager's 13F, not the share of Innovator Laddered Allocatio the manager owns.