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Innovator Laddered Allocation Buffer ETF

83 hedge funds and large institutions have $149M invested in Innovator Laddered Allocation Buffer ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
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
MML Investors Services
26
MML Investors Services
Massachusetts
$1.34M
BW
27
Balance Wealth
Ohio
$1.31M
VWA
28
Visionary Wealth Advisors
Illinois
$1.26M
OFP
29
OFC Financial Planning
New Jersey
$1.23M
CW
30
CreativeOne Wealth
Kansas
$1.21M
KAS
31
Kestra Advisory Services
Texas
$1.19M
CF
32
Centaurus Financial
California
$1.16M
KWM
33
Kingsview Wealth Management
Oregon
$1.07M
CWA
34
Continuum Wealth Advisors
New York
$931K
SPIA
35
Steward Partners Investment Advisory
New York
$870K
CAG
36
Curtis Advisory Group
California
$849K
4WM
37
4J Wealth Management
Virginia
$801K
Truist Financial
38
Truist Financial
North Carolina
$742K
RA
39
RFG Advisory
Alabama
$724K
FF
40
Foronjy Financial
California
$694K
DWP
41
Daymark Wealth Partners
Ohio
$665K
AWM
42
Axxcess Wealth Management
California
$650K
PAG
43
Private Advisor Group
New Jersey
$632K
CAAS
44
Capital Asset Advisory Services
Michigan
$628K
MWC
45
MKD Wealth Coaches
Michigan
$577K
CWMK
46
Caliber Wealth Management (Kansas)
Kansas
$480K
BCM
47
Brookstone Capital Management
Illinois
$480K
OMC
48
Old Mission Capital
Illinois
$472K
HIS
49
Harvest Investment Services
Illinois
$472K
SW
50
Simplicity Wealth
New Jersey
$466K