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Innovator Laddered Allocation Buffer ETF
BUFB

Overview Fund Activity

78 hedge funds and large institutions have $151M invested in Innovator Laddered Allocation Buffer ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 4 closing their positions.

Holders
78
Holders Change
+7
Holders Change %
+9.86%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
28
Reduced
26
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$8.1M
2
CAP
2
Columbia Advisory Partners
Washington
$1.16M
3
GS
3
GWN Securities
Florida
$5.07M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.42M
5
HWMO
5
Heritage Wealth Management (Ohio)
Ohio
$901K

Top Sellers

1
4WM
1
4J Wealth Management
Virginia
$866K
2
Raymond James Financial
2
Raymond James Financial
Florida
$733K
3
CAAS
3
Capital Asset Advisory Services
Michigan
$16.3M
4
AWM
4
Axxcess Wealth Management
California
$16.3M
5
VWA
5
Visionary Wealth Advisors
Illinois
$1.18M
Name Market Value Shares Shares
Change 		Shares
Change %
CAP
26
Columbia Advisory Partners
Washington
$1.16M 34,176 +34,176 New
OFP
27
OFC Financial Planning
New Jersey
$1.1M 32,362 +401 +1%
MML Investors Services
28
MML Investors Services
Massachusetts
$1.09M 32,060 -1 -0%
CF
29
Centaurus Financial
California
$1.04M 30,823 -136 -0.4%
CWA
30
Continuum Wealth Advisors
New York
$950K 28,041 -131 -0.5%
KAS
31
Kestra Advisory Services
Texas
$905K 26,702 +6,607 +33%
HWMO
32
Heritage Wealth Management (Ohio)
Ohio
$901K 26,600 +16,189 +155%
CW
33
CreativeOne Wealth
Kansas
$889K 26,251 -34,780 -57%
4WM
34
4J Wealth Management
Virginia
$866K 25,570 -175,883 -87%
AL
35
ACAS LLC
California
$771K 22,128 +300 +1%
CAG
36
Curtis Advisory Group
California
$771K 22,748 +10,533 +86%
Truist Financial
37
Truist Financial
North Carolina
$767K 22,642 +4,655 +26%
Raymond James Financial
38
Raymond James Financial
Florida
$733K 21,621 -117,968 -85%
IWN
39
Independent Wealth Network
Iowa
$700K 20,660 -137 -0.7%
RA
40
RFG Advisory
Alabama
$688K 20,300 -1,132 -5%
PAG
41
Private Advisor Group
New Jersey
$579K 17,093 +1,868 +12%
KWM
42
Kingsview Wealth Management
Oregon
$578K 17,055 +3,151 +23%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$536K 15,823 +2,893 +22%
MWC
44
MKD Wealth Coaches
Michigan
$533K 15,740 – –
CWMK
45
Caliber Wealth Management (Kansas)
Kansas
$450K 13,287 +13,287 New
WWM
46
Western Wealth Management
Colorado
$437K 12,887 – –
HIS
47
Harvest Investment Services
Illinois
$436K 12,874 -8 -0.1%
DWP
48
Daymark Wealth Partners
Ohio
$376K 11,099 – –
VA
49
VestGen Advisors
Illinois
$362K 10,522 +10,522 New
IIA
50
Integral Investment Advisors
California
$352K 10,400 – –
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