Innovator Laddered AllocatioBUFFETF

13F holders, Q1 2026 (March 31)
152holders +12
19new positions
5sold out
1famous investor
$49.44avg. 13F price*

At the end of Q1 2026, 152 institutions reported holding Innovator Laddered Allocatio (BUFF) in their 13F filings, up 12 from Q4 2025. 19 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($82.4M), Envestnet Asset Management Inc. ($56.9M) and Cetera Investment Advisers ($31.2M). 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

050100150200 Q1 2024: 93Q1 2024Q2 2024: 96Q2 2024Q3 2024: 104Q3 2024Q4 2024: 118Q4 2024Q1 2025: 123Q1 2025Q2 2025: 131Q2 2025Q3 2025: 134Q3 2025Q4 2025: 140Q4 2025Q1 2026: 152Q1 2026Q2 2026: 164Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions19$5.8M
Exits5$3.0M

All 13F filers, Q4 2025 → Q1 2026: 2,070,904 shares bought and 1,314,627 shares sold, net +756,277 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 152 holders

LPL Financial LLC 0.02% Add +27.5% 1,666,898 $82.4M
Envestnet Asset Management Inc. 0.02% Add +105.0% 1,151,942 $56.9M
Cetera Investment Advisers 0.03% Add +3.0% 631,312 $31.2M
GGM Financial LLC 12.47% Add +4.5% 548,358 $27.1M
Kingsview Wealth Management, LLC 0.35% Add +1.1% 520,381 $25.7M
Prasad Wealth Partners, LLC 5.36% Add +1.4% 398,244 $19.7M
Collaborative Wealth Managment Inc. 8.58% Add +1260.6% 376,767 $18.6M
Janney Montgomery Scott LLC 0.04% Add +3.9% 353,218 $17.5M
LifeWealth Investments, LLC 4.97% Add +26.2% 336,877 $16.6M
Holos Integrated Wealth LLC 8.19% Add +0.2% 325,131 $16.2M
Osaic Holdings, Inc. 0.02% Reduce -52.6% 255,669 $12.6M
Raymond James Financial Inc. 0.00% Add +7.3% 250,568 $12.4M
MTM Financial Group, LLC 5.57% Add +1.6% 239,994 $11.9M
Mutual Advisors, LLC 0.25% Add +6.8% 232,087 $11.5M
Commonwealth Equity Services, LLC 0.02% Add +4.4% 221,430 $10.9M
Buska Wealth Management, LLC 3.79% Add +9.4% 190,880 $9.4M
HighTower Advisors, LLC 0.01% Add +5.4% 190,082 $9.4M
Cambridge Investment Research Advisors, Inc. 0.02% Add +0.0% 183,451 $9.1M
Harbour Investments, Inc. 0.13% Add +30.0% 164,116 $8.1M
Kestra Advisory Services, LLC 0.03% Add +12.5% 159,258 $7.9M
World Investment Advisors 0.12% Add +0.9% 152,047 $7.5M
KFG Wealth Management, LLC 0.88% Add +0.8% 138,267 $6.8M
GWN Securities Inc. 1.24% Add +4.1% 131,397 $6.5M
Caliber Wealth Management, LLC / KS 0.62% Add +1029.6% 114,349 $5.6M
Forvis Mazars Wealth Advisors, LLC 0.10% Reduce -10.9% 109,606 $5.4M
Core Wealth Advisors, Inc. 1.24% Add +27.6% 105,347 $5.2M
Beacon Pointe Advisors, LLC 0.03% Add +341.3% 101,172 $5.0M
Garden State Investment Advisory Services LLC 1.16% Reduce -3.4% 98,184 $4.9M
Seros Financial, LLC 2.88% Add +15.8% 91,681 $4.5M
MML Investors Services, LLC 0.01% Reduce -17.8% 88,496 $4.4M
Merit Financial Group, LLC 0.03% Add +8.7% 88,171 $4.4M
Columbia Advisory Partners LLC 2.36% Add +35.8% 74,954 $3.7M
CreativeOne Wealth, LLC 0.08% Reduce -4.6% 69,290 $3.4M
Patriot Financial Group Insurance Agency, LLC 0.18% Add +105.3% 65,720 $3.2M
Visionary Wealth Advisors 0.14% Reduce -26.8% 63,485 $3.1M
Stratos Wealth Partners, LTD. 0.03% Reduce -9.0% 61,783 $3.1M
Mercer Global Advisors Inc. 0.00% Reduce -92.4% 60,386 $3.0M
Blue Trust, Inc. 0.03% Reduce -25.9% 54,031 $2.7M
Glen Eagle Advisors, LLC 0.37% Reduce -3.1% 53,367 $2.6M
Wealthcare Advisory Partners LLC 0.05% Add +1.4% 52,736 $2.6M
Southland Equity Partners LLC 0.48% Reduce -0.4% 50,291 $2.5M
Advisory Services Network, LLC 0.03% Reduce -0.8% 48,186 $2.4M
Milestone Asset Management, LLC 0.41% Reduce -1.4% 44,700 $2.2M
Comprehensive Financial Consultants Institutional, Inc. 0.65% Add +8.9% 44,117 $2.2M
Principal Securities, Inc. 0.03% Add +68.0% 44,023 $2.2M
Focus Financial Network, Inc. 0.08% Reduce -9.1% 42,995 $2.1M
Andina Capital Management, LLC 1.86% Reduce -22.4% 42,023 $2.1M
Diligent Investors, LLC 0.51% Reduce -0.2% 41,518 $2.1M
JDM Financial Group LLC 0.77% Reduce -1.2% 40,367 $2.0M
Lineweaver Wealth Advisors, LLC 0.27% No change 39,917 $2.0M
Planwiser Financial, LLC 1.41% Add +23.1% 38,085 $1.9M
Financial Network Wealth Advisors LLC 1.96% Reduce -2.2% 38,759 $1.9M
Soltis Investment Advisors LLC 0.12% Add +2.7% 37,476 $1.9M
Concurrent Investment Advisors, LLC 0.02% Reduce -47.8% 33,790 $1.7M
Vestia Personal Wealth Advisors 0.78% Reduce -0.3% 33,783 $1.7M
Diversify Wealth Management, LLC 0.03% Reduce -3.2% 31,298 $1.6M
City Center Advisors, LLC 1.45% Add +17.3% 31,805 $1.6M
SeaCrest Wealth Management, LLC 0.17% Add +1.3% 31,426 $1.6M
Sound View Wealth Advisors Group, LLC 0.10% Reduce -4.8% 28,259 $1.4M
Wisconsin Wealth Advisors, LLC 1.34% Reduce -0.5% 27,571 $1.4M
Hazlett, Burt & Watson, Inc. 0.42% Reduce -0.1% 27,327 $1.4M
Brookstone Capital Management 0.02% Add +1.5% 27,078 $1.3M
Ofc Financial Planning, LLC 1.14% Reduce -0.0% 23,390 $1.2M
OneDigital Investment Advisors LLC 0.01% Add +63.4% 22,112 $1.1M
CoreCap Advisors, LLC 0.04% Add +78.0% 21,274 $1.1M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -51.6% 20,997 $1.0M
Private Advisor Group, LLC 0.00% Reduce -0.1% 20,674 $1.0M
Captrust Financial Advisors 0.00% Add +6.5% 20,585 $1.0M
Truist Financial Corp. 0.00% Add +25.3% 20,434 $1.0M
Creative Planning 0.00% New 20,206 $998K
Steward Partners Investment Advisory, LLC 0.00% Add +2.1% 19,587 $968K
TopTier Wealth Management, LLC 0.58% Reduce -5.5% 19,172 $947K
Weaver Consulting Group 0.22% Reduce -8.2% 18,999 $939K
Signal Advisors Wealth, LLC 0.06% Add +12.6% 18,904 $934K
Atria Investments, Inc 0.01% Reduce -0.4% 18,748 $926K
Prospera Financial Services Inc 0.01% Add +12.5% 18,678 $923K
Strategic Blueprint, LLC 0.05% No change 18,436 $911K
Western Wealth Management, LLC 0.03% Add +19.4% 18,403 $909K
SageView Advisory Group, LLC 0.03% Reduce -22.0% 18,308 $905K
Applied Capital LLC 0.33% Add +68.2% 17,819 $880K
Susquehanna International Group, LLP 0.00% Add +69.0% 16,969 $838K
Beacon Financial Advisory LLC 0.19% Add +3.8% 16,937 $837K
Maripau Wealth Management LLC 0.37% Add +13.7% 16,874 $834K
Citadel Advisors 0.00% New 16,830 $832K
Old Mission Capital LLC 0.02% Reduce -62.3% 16,620 $821K
IFG Advisory, LLC 2.35% New 16,612 $821K
Tradition Wealth Management, LLC 0.06% New 16,435 $812K
Nicholson Meyer Capital Management, Inc. 0.60% Add +5.4% 15,719 $777K
Bluedoor Private Wealth, LLC 0.36% Add +12.7% 15,677 $775K
AdvisorNet Financial, Inc 0.04% Add +57.6% 15,288 $755K
Orion Porfolio Solutions, LLC 0.01% Add +15.7% 14,224 $703K
Sovran Advisors, LLC 0.05% Reduce -2.7% 12,797 $662K
Triton Financial Group Inc 1.12% Add +99.7% 12,936 $642K
Southern Capital Advisors, LLC 0.28% Reduce -0.1% 12,252 $605K
Chapman Financial Group, LLC 0.43% Add +5.2% 12,121 $599K
Founders Financial Securities LLC 0.03% Reduce -2.9% 10,903 $551K
Independent Financial Group, LLC 0.01% Reduce -39.7% 10,761 $532K
Trek Financial, LLC 0.03% No change 10,629 $525K
Integral Investment Advisors, Inc. 0.12% Reduce -14.9% 9,890 $489K
NewEdge Advisors, LLC 0.00% Add +19.3% 9,832 $486K
Advisor Resource Council 0.18% Reduce -63.9% 9,363 $463K
Clear Creek Financial Management, LLC 0.03% Add +44.1% 9,083 $449K
Webster Bank, N. A. 0.04% No change 8,934 $441K
Money Concepts Capital Corp. 0.02% New 8,416 $416K
Bellwether Advisors, LLC 0.07% No change 8,396 $415K
Onyx Bridge Wealth Group LLC 0.04% Reduce -23.4% 7,275 $359K
Jane Street Group, LLC 0.00% Reduce -27.7% 7,235 $357K
Baker Avenue Asset Management, LP 0.01% New 7,074 $350K
IMG Wealth Management, Inc. 0.22% No change 6,953 $344K
Harvest Investment Services, LLC 0.06% No change 6,900 $341K
Dynamic Advisor Solutions LLC 0.01% New 6,642 $328K
Stegent Equity Advisors, Inc. 0.27% No change 6,460 $319K
COFG Advisors, LLC 0.08% Add +8.4% 6,449 $319K
DHJJ Financial Advisors, Ltd. 0.10% Reduce -0.1% 6,306 $312K
Channel Wealth LLC 0.07% Reduce -3.3% 5,800 $287K
Red Crane Wealth Management, LLC 0.23% Reduce -0.7% 5,738 $284K
Gateway Wealth Partners, LLC 0.01% New 5,384 $266K
Capital Square, LLC 0.12% Reduce -28.7% 4,852 $250K
Bedel Financial Consulting, Inc. 0.03% Reduce -0.8% 4,842 $239K
Nations Financial Group Inc, /Ia/ 0.01% Reduce -0.6% 4,772 $236K
IFP Advisors, Inc 0.00% Reduce -19.4% 4,733 $234K
Rothschild Wealth LLC 0.02% Reduce -6.8% 4,578 $226K
VestGen Advisors, LLC 0.01% Reduce -5.0% 4,199 $219K
Empower Advisory Group, LLC 0.00% No change 4,413 $218K
Foundations Investment Advisors, LLC 0.00% New 4,324 $214K
Benson Wealth Management INC 0.24% New 3,588 $177K
Capital Investment Advisory Services, LLC 0.01% Reduce -0.8% 3,505 $173K
Clearstead Advisors, LLC 0.00% New 3,304 $163K
Harbor Investment Advisory, LLC 0.01% No change 3,230 $160K
Allworth Financial LP 0.00% No change 3,054 $151K
MPWM Advisory Solutions, LLC 0.07% No change 2,700 $133K
Bernard Wealth Management Corp. 0.05% New 2,573 $127K
MAI Capital Management 0.00% New 2,432 $120K
Blue Bell Private Wealth Management, LLC 0.01% No change 1,649 $81K
AE Wealth Management LLC 0.00% Add +74.6% 1,449 $72K
JPMorgan Chase & Co. 0.00% Reduce -2.9% 1,438 $70K
Dunhill Financial, LLC 0.01% New 1,246 $62K
Geneos Wealth Management Inc. 0.00% No change 1,058 $52K
Farther Finance Advisors, LLC 0.00% New 944 $47K
Lanark Financial, Inc. 0.00% No change 934 $46K
Wilmington Savings Fund Society, FSB 0.00% No change 758 $37K
Golden State Wealth Management, LLC 0.00% No change 555 $27K
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
IAG Wealth Partners, LLC 0.00% New 250 $12K
Cheviot Value Management, LLC 0.00% No change 244 $12K
Jones Financial Companies LLLP 0.00% New 164 $8K
Colonial Trust Co / SC 0.00% No change 121 $6K
FMR LLC 0.00% Add +1660.0% 88 $4K
Arax Advisory Partners 0.00% New 60 $3K
Ashton Thomas Private Wealth, LLC 0.00% New 60 $3K

"% of holder's portfolio" is BUFF's weight in each manager's 13F, not the share of Innovator Laddered Allocatio the manager owns.