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Innovator Laddered Allocation Buffer ETF

75 hedge funds and large institutions have $156M invested in Innovator Laddered Allocation Buffer ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
1
Capital Asset Advisory Services
Michigan
$16.2M
AWM
2
Axxcess Wealth Management
California
$16.2M
LPL Financial
3
LPL Financial
California
$10.6M
HighTower Advisors
4
HighTower Advisors
Illinois
$9.07M
SF
5
Seros Financial
Arizona
$7.66M
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$7.05M
Osaic Holdings
7
Osaic Holdings
Arizona
$6.49M
SPWG
8
Syntegra Private Wealth Group
Missouri
$6.4M
GS
9
GWN Securities
Florida
$6.22M
CWM
10
Capital Wealth Management
Rhode Island
$6.13M
DWM
11
Diversify Wealth Management
Utah
$5.38M
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$4.77M
KWM
13
KFG Wealth Management
Indiana
$4.19M
KCM
14
Kathmere Capital Management
Pennsylvania
$3.14M
CAP
15
Columbia Advisory Partners
Washington
$2.71M
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.51M
WIA
17
World Investment Advisors
California
$2.5M
NRI
18
NFP Retirement Inc
California
$2.47M
PS
19
Principal Securities
Iowa
$2.22M
OC
20
Optima Capital
Oregon
$2.17M
HWMO
21
Heritage Wealth Management (Ohio)
Ohio
$1.75M
DI
22
Diligent Investors
California
$1.52M
BFC
23
Bedel Financial Consulting
Indiana
$1.51M
EMAM
24
Encompass More Asset Management
California
$1.34M
CF
25
Centaurus Financial
California
$1.28M