Innovator Laddered AllocatioBUFFETF
13F holders, Q3 2025 (September 30)134holders +3
14new positions
8sold out
$48.85avg. 13F price*
At the end of Q3 2025, 134 institutions reported holding Innovator Laddered Allocatio (BUFF) in their 13F filings, up 3 from Q2 2025. 14 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($84.1M), Envestnet Asset Management Inc. ($63.0M) and Mercer Global Advisors Inc. ($44.7M).
- Company
- Innovator Laddered Allocatio
- CUSIP
- 45783Y814
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $56.6M |
| Exits | 8 | $3.7M |
All 13F filers, Q2 2025 → Q3 2025: 2,246,452 shares bought and 1,611,335 shares sold, net +635,117 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 134 holders
| LPL Financial LLC | 0.02% | Reduce -38.3% | 1,721,380 | $84.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +23.1% | 1,290,533 | $63.0M |
| Mercer Global Advisors Inc. | 0.07% | New | 915,720 | $44.7M |
| Cetera Investment Advisers | 0.03% | Add +40.3% | 562,459 | $27.5M |
| Osaic Holdings, Inc. | 0.04% | Add +2.1% | 517,150 | $25.2M |
| GGM Financial LLC | 12.65% | Add +1.9% | 513,552 | $25.1M |
| Kingsview Wealth Management, LLC | 0.38% | Add +1.1% | 502,892 | $24.6M |
| KFG Wealth Management, LLC | 3.26% | Add +9.4% | 461,909 | $22.6M |
| Prasad Wealth Partners, LLC | 5.24% | Add +3.5% | 384,581 | $18.8M |
| Janney Montgomery Scott LLC | 0.04% | Add +5980.9% | 324,660 | $15.9M |
| Holos Integrated Wealth LLC | 8.99% | Add +2.1% | 315,020 | $15.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +17.8% | 270,481 | $13.2M |
| MTM Financial Group, LLC | 5.81% | Add +0.7% | 241,342 | $11.8M |
| LifeWealth Investments, LLC | 3.75% | Add +3.2% | 233,094 | $11.4M |
| Mutual Advisors, LLC | 0.23% | Add +8.3% | 215,643 | $10.6M |
| Buska Wealth Management, LLC | 2.97% | Reduce -12.6% | 202,698 | $9.9M |
| HighTower Advisors, LLC | 0.01% | Add +8.8% | 176,216 | $8.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +1.7% | 172,260 | $8.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -32.2% | 163,309 | $8.0M |
| Harbour Investments, Inc. | 0.16% | Reduce -13.4% | 142,178 | $6.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.13% | Reduce -6.4% | 133,632 | $6.5M |
| Kestra Advisory Services, LLC | 0.03% | Add +42.1% | 132,428 | $6.5M |
| GWN Securities Inc. | 1.25% | Add +2.3% | 110,305 | $5.4M |
| Garden State Investment Advisory Services LLC | 1.26% | Reduce -2.4% | 101,913 | $5.0M |
| Visionary Wealth Advisors | 0.21% | Add +4.8% | 94,050 | $4.6M |
| MML Investors Services, LLC | 0.01% | Reduce -4.3% | 88,051 | $4.3M |
| Core Wealth Advisors, Inc. | 1.00% | New | 78,704 | $3.8M |
| Merit Financial Group, LLC | 0.03% | Add +6.5% | 76,025 | $3.7M |
| Seros Financial, LLC | 2.24% | Add +1.4% | 75,929 | $3.7M |
| Brookstone Capital Management | 0.04% | Reduce -44.2% | 73,826 | $3.6M |
| CreativeOne Wealth, LLC | 0.09% | Add +8.7% | 73,500 | $3.6M |
| Blue Trust, Inc. | 0.04% | New | 66,443 | $3.2M |
| Glen Eagle Advisors, LLC | 0.39% | Add +6.6% | 57,766 | $2.8M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -8.3% | 54,218 | $2.6M |
| Focus Financial Network, Inc. | 0.09% | Reduce -0.2% | 53,715 | $2.6M |
| Independent Financial Group, LLC | 0.06% | Add +111.0% | 53,699 | $2.6M |
| Southland Equity Partners LLC | 0.51% | Reduce -0.9% | 51,904 | $2.5M |
| Andina Capital Management, LLC | 1.39% | Reduce -8.9% | 50,248 | $2.5M |
| Advisory Services Network, LLC | 0.03% | Add +9.0% | 47,343 | $2.3M |
| Milestone Asset Management, LLC | 0.43% | Reduce -4.2% | 46,580 | $2.3M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +12.4% | 45,402 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -10.0% | 45,227 | $2.2M |
| Jane Street Group, LLC | 0.00% | Reduce -60.0% | 43,793 | $2.1M |
| JDM Financial Group LLC | 0.86% | Add +3.1% | 42,108 | $2.1M |
| Diligent Investors, LLC | 0.52% | Reduce -2.8% | 41,710 | $2.0M |
| Financial Network Wealth Advisors LLC | 2.16% | Reduce -13.6% | 40,414 | $2.0M |
| Lineweaver Wealth Advisors, LLC | 0.29% | Reduce -2.2% | 39,917 | $2.0M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.60% | Add +7.4% | 39,274 | $1.9M |
| Planwiser Financial, LLC | 1.52% | Reduce -14.8% | 38,701 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +6.4% | 37,672 | $1.8M |
| Axxcess Wealth Management, LLC | 0.04% | Add +10.4% | 37,397 | $1.8M |
| Soltis Investment Advisors LLC | 0.12% | Add +23.4% | 36,796 | $1.8M |
| Vestia Personal Wealth Advisors | 0.94% | Reduce -0.5% | 36,158 | $1.8M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +160.6% | 32,834 | $1.6M |
| Diversify Wealth Management, LLC | 0.09% | Reduce -3.5% | 32,087 | $1.6M |
| Patriot Financial Group Insurance Agency, LLC | 0.19% | Add +4.6% | 30,650 | $1.5M |
| Columbia Advisory Partners LLC | 1.02% | Add +149.8% | 30,242 | $1.5M |
| Sound View Wealth Advisors Group, LLC | 0.10% | Reduce -2.2% | 29,700 | $1.5M |
| SageView Advisory Group, LLC | 0.05% | Reduce -66.4% | 29,233 | $1.4M |
| IFG Advisory, LLC | 0.06% | Reduce -51.7% | 28,650 | $1.4M |
| Collaborative Wealth Managment Inc. | 0.56% | Reduce -2.2% | 28,278 | $1.4M |
| Advisor Resource Council | 1.78% | Add +92.7% | 26,986 | $1.3M |
| Hazlett, Burt & Watson, Inc. | 0.45% | Reduce -1.6% | 26,285 | $1.3M |
| Ofc Financial Planning, LLC | 1.07% | Reduce -1.7% | 22,018 | $1.1M |
| Wisconsin Wealth Advisors, LLC | 1.00% | New | 21,544 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -26.5% | 21,527 | $1.1M |
| City Center Advisors, LLC | 0.96% | Add +7.3% | 20,268 | $990K |
| Principal Securities, Inc. | 0.02% | Reduce -20.5% | 19,575 | $956K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.9% | 19,385 | $947K |
| Atria Investments, Inc | 0.01% | Reduce -2.4% | 18,876 | $922K |
| Strategic Blueprint, LLC | 0.04% | No change | 18,436 | $901K |
| Captrust Financial Advisors | 0.00% | Add +1.2% | 18,338 | $896K |
| Weaver Consulting Group | 0.23% | Add +8.7% | 18,175 | $888K |
| OneDigital Investment Advisors LLC | 0.01% | Add +30.6% | 17,833 | $871K |
| SeaCrest Wealth Management, LLC | 0.08% | New | 16,055 | $786K |
| Beacon Financial Advisory LLC | 0.18% | Add +14.1% | 15,784 | $771K |
| MPWM Advisory Solutions, LLC | 0.45% | No change | 15,360 | $750K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.5% | 15,031 | $734K |
| Sovran Advisors, LLC | 0.06% | Reduce -34.7% | 13,657 | $672K |
| CoreCap Advisors, LLC | 0.02% | Add +16.3% | 13,308 | $650K |
| Beacon Pointe Advisors, LLC | 0.01% | New | 13,098 | $640K |
| GPS Wealth Strategies Group, LLC | 0.07% | Add +5.6% | 12,669 | $619K |
| Southern Capital Advisors, LLC | 0.28% | Reduce -4.3% | 12,126 | $592K |
| Signal Advisors Wealth, LLC | 0.05% | Add +77.8% | 11,988 | $586K |
| Truist Financial Corp. | 0.00% | Add +7.9% | 11,033 | $539K |
| Trek Financial, LLC | 0.03% | Add +5.1% | 10,629 | $519K |
| Stegent Equity Advisors, Inc. | 0.41% | No change | 10,326 | $504K |
| AdvisorNet Financial, Inc | 0.03% | Add +3.3% | 10,157 | $496K |
| Founders Financial Securities LLC | 0.03% | Reduce -8.1% | 10,058 | $491K |
| Goldman Sachs Group Inc. | 0.00% | New | 9,966 | $487K |
| Maripau Wealth Management LLC | 0.24% | Add +77.3% | 9,958 | $487K |
| Onyx Bridge Wealth Group LLC | 0.05% | No change | 9,750 | $476K |
| Integral Investment Advisors, Inc. | 0.13% | Add +17.0% | 9,629 | $470K |
| Capital Square, LLC | 0.23% | Add +7.0% | 9,386 | $459K |
| Nicholson Meyer Capital Management, Inc. | 0.35% | New | 9,233 | $451K |
| Chapman Financial Group, LLC | 0.29% | Add +2.4% | 8,571 | $419K |
| Caliber Wealth Management, LLC / KS | 0.05% | Reduce -16.9% | 8,520 | $416K |
| NewEdge Advisors, LLC | 0.00% | Reduce -6.6% | 8,491 | $415K |
| VestGen Advisors, LLC | 0.01% | Add +1.1% | 8,473 | $414K |
| Bellwether Advisors, LLC | 0.07% | No change | 8,396 | $410K |
| Bank of New York Mellon Corp | 0.00% | Reduce -37.5% | 8,370 | $409K |
| Applied Capital LLC | 0.16% | Add +59.0% | 8,309 | $406K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 7,491 | $366K |
| Channel Wealth LLC | 0.10% | Reduce -82.7% | 7,440 | $363K |
| IMG Wealth Management, Inc. | 0.23% | No change | 6,953 | $340K |
| Harvest Investment Services, LLC | 0.07% | No change | 6,900 | $337K |
| DHJJ Financial Advisors, Ltd. | 0.11% | No change | 6,799 | $332K |
| Triton Financial Group Inc | 0.22% | Reduce -1.6% | 6,742 | $329K |
| BLVD Private Wealth, LLC | 0.28% | Add +0.6% | 6,626 | $324K |
| IFP Advisors, Inc | 0.01% | Reduce -4.8% | 6,461 | $316K |
| Clear Creek Financial Management, LLC | 0.03% | New | 6,303 | $308K |
| Red Crane Wealth Management, LLC | 0.24% | Reduce -4.0% | 5,780 | $282K |
| Bedel Financial Consulting, Inc. | 0.03% | Add +6.9% | 4,883 | $239K |
| Nations Financial Group Inc, /Ia/ | 0.01% | New | 4,785 | $234K |
| World Investment Advisors | 0.00% | New | 4,492 | $219K |
| Sigma Planning Corp | 0.01% | Reduce -12.0% | 4,246 | $207K |
| Bank of America Corp. | 0.00% | New | 3,733 | $182K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -2.5% | 3,301 | $161K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 3,230 | $158K |
| JPMorgan Chase & Co. | 0.00% | Add +13.2% | 1,667 | $81K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Add +101.1% | 1,649 | $81K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,058 | $52K |
| AE Wealth Management LLC | 0.00% | Reduce -56.2% | 941 | $46K |
| Lanark Financial, Inc. | 0.00% | No change | 934 | $46K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 758 | $37K |
| Global Retirement Partners, LLC | 0.00% | No change | 719 | $35K |
| Golden State Wealth Management, LLC | 0.00% | No change | 555 | $27K |
| Cwm, LLC | 0.00% | No change | 346 | $17K |
| Morgan Stanley | 0.00% | Reduce -91.0% | 295 | $14K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 285 | $14K |
| Cheviot Value Management, LLC | 0.00% | No change | 244 | $12K |
| Allworth Financial LP | 0.00% | New | 212 | $10K |
| MAI Capital Management | 0.00% | No change | 137 | $7K |
| Colonial Trust Co / SC | 0.00% | Reduce -80.8% | 121 | $6K |
"% of holder's portfolio" is BUFF's weight in each manager's 13F, not the share of Innovator Laddered Allocatio the manager owns.