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Innovator Laddered Allocation Buffer ETF
BUFB

Overview Fund Activity

71 hedge funds and large institutions have $152M invested in Innovator Laddered Allocation Buffer ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
31
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SF
Seros Financial
Arizona
$6.37M
2
Raymond James Financial
Raymond James Financial
Florida
$4.39M
3
AWM
Axxcess Wealth Management
California
$18.1M
4
CAAS
Capital Asset Advisory Services
Michigan
$18.4M
5
SPWG
Syntegra Private Wealth Group
Missouri
$4.75M

Top Sellers

1
SPIA
Steward Partners Investment Advisory
New York
$1.46M
2
VWA
Visionary Wealth Advisors
Illinois
$2.24M
3
AWM
AE Wealth Management
Kansas
$123K
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
APWA
Atlas Private Wealth Advisors
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
26
Principal Securities
Iowa
$1.39M – – –
BFC
27
Bedel Financial Consulting
Indiana
$1.37M -$123K -3,937 -8%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.09M +$864K +27,511 +390%
MML Investors Services
29
MML Investors Services
Massachusetts
$1.01M +$303K +9,643 +43%
OFP
30
OFC Financial Planning
New Jersey
$1M +$10.7K +341 +1%
BW
31
Balance Wealth
Ohio
$983K +$983K +31,297 New
CF
32
Centaurus Financial
California
$973K +$268K +8,530 +38%
CWA
33
Continuum Wealth Advisors
New York
$885K +$190K +6,051 +27%
AL
34
ACAS LLC
California
$685K +$120K +3,817 +21%
RA
35
RFG Advisory
Alabama
$673K – – –
IWN
36
Independent Wealth Network
Iowa
$653K +$42.4K +1,349 +7%
KAS
37
Kestra Advisory Services
Texas
$631K -$15.4K -491 -2%
Truist Financial
38
Truist Financial
North Carolina
$565K +$9.62K +306 +2%
MWC
39
MKD Wealth Coaches
Michigan
$495K – – –
PAG
40
Private Advisor Group
New Jersey
$478K -$35.9K -1,144 -7%
KWM
41
Kingsview Wealth Management
Oregon
$437K +$231K +7,339 +112%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$406K +$406K +12,930 New
WWM
43
Western Wealth Management
Colorado
$405K +$61.1K +1,946 +18%
HIS
44
Harvest Investment Services
Illinois
$405K -$1.01K -32 -0.2%
CAG
45
Curtis Advisory Group
California
$384K +$384K +12,215 New
DWP
46
Daymark Wealth Partners
Ohio
$349K +$349K +11,099 New
VCM
47
Virtue Capital Management
Tennessee
$336K +$336K +10,724 New
AI
48
Atria Investments
North Carolina
$328K -$3.14K -100 -0.9%
ASN
49
Advisory Services Network
Georgia
$328K -$3.14K -100 -0.9%
HWMO
50
Heritage Wealth Management (Ohio)
Ohio
$327K +$327K +10,411 New
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