Innovator Laddered AllocatioBUFFETF
13F holders, Q4 2025 (December 31)140holders +6
9new positions
8sold out
$49.87avg. 13F price*
At the end of Q4 2025, 140 institutions reported holding Innovator Laddered Allocatio (BUFF) in their 13F filings, up 6 from Q3 2025. 9 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($65.2M), Mercer Global Advisors Inc. ($39.6M) and Cetera Investment Advisers ($30.6M).
- Company
- Innovator Laddered Allocatio
- CUSIP
- 45783Y814
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $4.7M |
| Exits | 8 | $3.6M |
All 13F filers, Q3 2025 → Q4 2025: 737,008 shares bought and 2,001,621 shares sold, net −1,264,613 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 140 holders
| LPL Financial LLC | 0.02% | Reduce -24.0% | 1,307,748 | $65.2M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -13.2% | 794,629 | $39.6M |
| Cetera Investment Advisers | 0.03% | Add +9.0% | 612,919 | $30.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -56.5% | 561,791 | $28.0M |
| Osaic Holdings, Inc. | 0.04% | Add +4.3% | 539,562 | $26.9M |
| GGM Financial LLC | 12.71% | Add +2.2% | 524,690 | $26.2M |
| Kingsview Wealth Management, LLC | 0.37% | Add +2.3% | 514,676 | $25.7M |
| Prasad Wealth Partners, LLC | 5.22% | Add +2.1% | 392,553 | $19.6M |
| Janney Montgomery Scott LLC | 0.04% | Add +4.8% | 340,082 | $17.0M |
| Holos Integrated Wealth LLC | 9.05% | Add +3.0% | 324,434 | $16.2M |
| LifeWealth Investments, LLC | 4.21% | Add +14.5% | 266,849 | $13.3M |
| MTM Financial Group, LLC | 5.63% | Reduce -2.1% | 236,313 | $11.8M |
| Raymond James Financial Inc. | 0.00% | Add +42.9% | 233,411 | $11.6M |
| Mutual Advisors, LLC | 0.23% | Add +0.8% | 217,378 | $10.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -21.6% | 212,090 | $10.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +6.5% | 183,431 | $9.1M |
| HighTower Advisors, LLC | 0.01% | Add +2.4% | 180,414 | $9.0M |
| Buska Wealth Management, LLC | 3.21% | Reduce -13.9% | 174,488 | $8.7M |
| World Investment Advisors | 0.12% | Add +3253.3% | 150,628 | $7.5M |
| Kestra Advisory Services, LLC | 0.03% | Add +6.9% | 141,542 | $7.1M |
| KFG Wealth Management, LLC | 0.92% | Reduce -70.3% | 137,212 | $6.8M |
| GWN Securities Inc. | 1.27% | Add +14.4% | 126,240 | $6.3M |
| Harbour Investments, Inc. | 0.13% | Reduce -11.2% | 126,207 | $6.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.12% | Reduce -7.9% | 123,071 | $6.1M |
| MML Investors Services, LLC | 0.01% | Add +22.2% | 107,610 | $5.4M |
| Garden State Investment Advisory Services LLC | 1.20% | Reduce -0.3% | 101,622 | $5.1M |
| Visionary Wealth Advisors | 0.20% | Reduce -7.8% | 86,669 | $4.3M |
| Core Wealth Advisors, Inc. | 1.07% | Add +4.9% | 82,572 | $4.1M |
| Merit Financial Group, LLC | 0.03% | Add +6.7% | 81,127 | $4.0M |
| Seros Financial, LLC | 2.31% | Add +4.2% | 79,137 | $3.9M |
| Blue Trust, Inc. | 0.04% | Add +9.8% | 72,955 | $3.6M |
| CreativeOne Wealth, LLC | 0.09% | Reduce -1.2% | 72,623 | $3.6M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +25.2% | 67,893 | $3.4M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +97.1% | 64,721 | $3.2M |
| Columbia Advisory Partners LLC | 1.87% | Add +82.5% | 55,183 | $2.8M |
| Glen Eagle Advisors, LLC | 0.37% | Reduce -4.6% | 55,087 | $2.7M |
| Andina Capital Management, LLC | 1.63% | Add +7.8% | 54,168 | $2.7M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +14.6% | 52,034 | $2.6M |
| Southland Equity Partners LLC | 0.50% | Reduce -2.7% | 50,490 | $2.5M |
| Advisory Services Network, LLC | 0.03% | Add +2.6% | 48,577 | $2.4M |
| Focus Financial Network, Inc. | 0.08% | Reduce -11.9% | 47,306 | $2.4M |
| Milestone Asset Management, LLC | 0.43% | Reduce -2.7% | 45,319 | $2.3M |
| Axxcess Wealth Management, LLC | 0.04% | Add +20.8% | 45,192 | $2.3M |
| Old Mission Capital LLC | 0.09% | New | 44,096 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -4.1% | 43,388 | $2.2M |
| Diligent Investors, LLC | 0.51% | Reduce -0.3% | 41,595 | $2.1M |
| JDM Financial Group LLC | 0.79% | Reduce -3.0% | 40,867 | $2.0M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.61% | Add +3.2% | 40,516 | $2.0M |
| Lineweaver Wealth Advisors, LLC | 0.27% | No change | 39,917 | $2.0M |
| Financial Network Wealth Advisors LLC | 2.06% | Reduce -1.9% | 39,636 | $2.0M |
| Soltis Investment Advisors LLC | 0.12% | Reduce -0.9% | 36,480 | $1.8M |
| Vestia Personal Wealth Advisors | 0.86% | Reduce -6.3% | 33,874 | $1.7M |
| Diversify Wealth Management, LLC | 0.08% | Add +0.8% | 32,337 | $1.6M |
| Patriot Financial Group Insurance Agency, LLC | 0.19% | Add +4.4% | 32,006 | $1.6M |
| SeaCrest Wealth Management, LLC | 0.16% | Add +93.3% | 31,028 | $1.6M |
| Planwiser Financial, LLC | 1.16% | Reduce -20.1% | 30,938 | $1.6M |
| Sound View Wealth Advisors Group, LLC | 0.10% | No change | 29,700 | $1.5M |
| Wisconsin Wealth Advisors, LLC | 1.35% | Add +28.6% | 27,698 | $1.4M |
| Collaborative Wealth Managment Inc. | 0.49% | Reduce -2.1% | 27,691 | $1.4M |
| Hazlett, Burt & Watson, Inc. | 0.44% | Add +4.1% | 27,365 | $1.4M |
| City Center Advisors, LLC | 1.24% | Add +33.8% | 27,119 | $1.4M |
| Brookstone Capital Management | 0.02% | Reduce -63.9% | 26,677 | $1.3M |
| Principal Securities, Inc. | 0.02% | Add +33.9% | 26,212 | $1.3M |
| Advisor Resource Council | 0.46% | Reduce -3.8% | 25,951 | $1.3M |
| SageView Advisory Group, LLC | 0.04% | Reduce -19.7% | 23,484 | $1.2M |
| Ofc Financial Planning, LLC | 1.11% | Add +6.3% | 23,394 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +75.0% | 22,926 | $1.1M |
| Weaver Consulting Group | 0.25% | Add +13.9% | 20,699 | $1.0M |
| Private Advisor Group, LLC | 0.00% | Reduce -3.9% | 20,692 | $1.0M |
| TopTier Wealth Management, LLC | 0.69% | — | 20,288 | $1.0M |
| Captrust Financial Advisors | 0.00% | Add +5.4% | 19,333 | $964K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.0% | 19,183 | $956K |
| Atria Investments, Inc | 0.01% | Reduce -0.3% | 18,815 | $938K |
| Strategic Blueprint, LLC | 0.05% | No change | 18,436 | $919K |
| Independent Financial Group, LLC | 0.02% | Reduce -66.8% | 17,844 | $890K |
| Signal Advisors Wealth, LLC | 0.07% | Add +40.1% | 16,795 | $837K |
| Prospera Financial Services Inc | 0.01% | New | 16,607 | $828K |
| Beacon Financial Advisory LLC | 0.19% | Add +3.3% | 16,311 | $813K |
| Truist Financial Corp. | 0.00% | Add +47.8% | 16,311 | $813K |
| Western Wealth Management, LLC | 0.04% | New | 15,417 | $769K |
| J.W. Cole Advisors, Inc. | 0.02% | No change | 15,031 | $749K |
| Nicholson Meyer Capital Management, Inc. | 0.56% | Add +61.6% | 14,918 | $744K |
| Maripau Wealth Management LLC | 0.34% | Add +49.0% | 14,839 | $736K |
| Bluedoor Private Wealth, LLC | 0.32% | — | 13,905 | $693K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -24.1% | 13,533 | $675K |
| Sovran Advisors, LLC | 0.06% | Reduce -3.7% | 13,155 | $660K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +64.1% | 12,290 | $613K |
| Southern Capital Advisors, LLC | 0.28% | Add +1.1% | 12,265 | $612K |
| CoreCap Advisors, LLC | 0.02% | Reduce -10.2% | 11,954 | $596K |
| Integral Investment Advisors, Inc. | 0.14% | Add +20.8% | 11,629 | $580K |
| Chapman Financial Group, LLC | 0.39% | Add +34.4% | 11,521 | $574K |
| Founders Financial Securities LLC | 0.03% | Add +11.6% | 11,229 | $560K |
| Trek Financial, LLC | 0.03% | No change | 10,629 | $530K |
| Applied Capital LLC | 0.20% | Add +27.5% | 10,597 | $528K |
| Caliber Wealth Management, LLC / KS | 0.05% | Add +18.8% | 10,123 | $505K |
| Susquehanna International Group, LLP | 0.00% | Reduce -73.3% | 10,043 | $501K |
| Jane Street Group, LLC | 0.00% | Reduce -77.1% | 10,012 | $499K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -4.5% | 9,698 | $484K |
| Onyx Bridge Wealth Group LLC | 0.05% | Reduce -2.6% | 9,496 | $473K |
| Webster Bank, N. A. | 0.04% | New | 8,934 | $445K |
| Bellwether Advisors, LLC | 0.07% | No change | 8,396 | $419K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.9% | 8,241 | $411K |
| IMG Wealth Management, Inc. | 0.22% | No change | 6,953 | $347K |
| Harvest Investment Services, LLC | 0.06% | No change | 6,900 | $344K |
| Capital Square, LLC | 0.17% | Reduce -27.5% | 6,807 | $339K |
| Triton Financial Group Inc | 0.21% | Reduce -3.9% | 6,479 | $323K |
| Stegent Equity Advisors, Inc. | 0.25% | Reduce -37.4% | 6,460 | $322K |
| DHJJ Financial Advisors, Ltd. | 0.10% | Reduce -7.1% | 6,314 | $315K |
| Clear Creek Financial Management, LLC | 0.03% | No change | 6,303 | $314K |
| Channel Wealth LLC | 0.08% | Reduce -19.4% | 6,000 | $299K |
| COFG Advisors, LLC | 0.07% | — | 5,949 | $297K |
| IFP Advisors, Inc | 0.01% | Reduce -9.1% | 5,871 | $293K |
| Red Crane Wealth Management, LLC | 0.24% | No change | 5,780 | $288K |
| Rothschild Wealth LLC | 0.02% | New | 4,913 | $245K |
| Bedel Financial Consulting, Inc. | 0.03% | No change | 4,883 | $243K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Add +0.3% | 4,799 | $239K |
| VestGen Advisors, LLC | 0.01% | Reduce -47.8% | 4,422 | $220K |
| Empower Advisory Group, LLC | 0.00% | New | 4,413 | $220K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +7.0% | 3,532 | $176K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 3,230 | $161K |
| Allworth Financial LP | 0.00% | Add +1340.6% | 3,054 | $152K |
| MPWM Advisory Solutions, LLC | 0.07% | Reduce -82.4% | 2,700 | $135K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 1,649 | $82K |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.2% | 1,481 | $74K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,058 | $53K |
| Lanark Financial, Inc. | 0.00% | No change | 934 | $47K |
| AE Wealth Management LLC | 0.00% | Reduce -11.8% | 830 | $41K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 758 | $38K |
| Global Retirement Partners, LLC | 0.00% | Reduce -2.6% | 700 | $35K |
| Golden State Wealth Management, LLC | 0.00% | No change | 555 | $28K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 511 | $25K |
| UBS Group AG | 0.00% | New | 350 | $17K |
| Cwm, LLC | 0.00% | No change | 346 | $17K |
| Morgan Stanley | 0.00% | No change | 295 | $15K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 285 | $14K |
| Cheviot Value Management, LLC | 0.00% | No change | 244 | $12K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 200 | $10K |
| Colonial Trust Co / SC | 0.00% | No change | 121 | $6K |
| McGuire Capital Advisors Inc. | 0.00% | — | 41 | $2K |
| FMR LLC | 0.00% | New | 5 | $246 |
"% of holder's portfolio" is BUFF's weight in each manager's 13F, not the share of Innovator Laddered Allocatio the manager owns.