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Innovator Laddered Allocation Buffer ETF

79 hedge funds and large institutions have $152M 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, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+8
Holders Change %
+11.27%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
28
Reduced
27
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAP
26
Columbia Advisory Partners
Washington
$1.16M +$1.16M +34,176 New
OFP
27
OFC Financial Planning
New Jersey
$1.1M +$13.6K +401 +1%
MML Investors Services
28
MML Investors Services
Massachusetts
$1.09M -$34 -1 -0%
CF
29
Centaurus Financial
California
$1.04M -$4.61K -136 -0.4%
CWA
30
Continuum Wealth Advisors
New York
$950K -$4.44K -131 -0.5%
KAS
31
Kestra Advisory Services
Texas
$905K +$224K +6,607 +33%
HWMO
32
Heritage Wealth Management (Ohio)
Ohio
$901K +$548K +16,189 +155%
CW
33
CreativeOne Wealth
Kansas
$889K -$1.18M -34,780 -57%
4WM
34
4J Wealth Management
Virginia
$866K -$5.96M -175,883 -87%
AL
35
ACAS LLC
California
$771K +$10.4K +300 +1%
CAG
36
Curtis Advisory Group
California
$771K +$357K +10,533 +86%
Truist Financial
37
Truist Financial
North Carolina
$767K +$158K +4,655 +26%
Raymond James Financial
38
Raymond James Financial
Florida
$733K -$4M -117,968 -85%
IWN
39
Independent Wealth Network
Iowa
$700K -$4.64K -137 -0.7%
RA
40
RFG Advisory
Alabama
$688K -$38.4K -1,132 -5%
PAG
41
Private Advisor Group
New Jersey
$579K +$63.3K +1,868 +12%
KWM
42
Kingsview Wealth Management
Oregon
$578K +$107K +3,151 +23%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$536K +$98K +2,893 +22%
MWC
44
MKD Wealth Coaches
Michigan
$533K
CWMK
45
Caliber Wealth Management (Kansas)
Kansas
$450K +$450K +13,287 New
WWM
46
Western Wealth Management
Colorado
$437K
HIS
47
Harvest Investment Services
Illinois
$436K -$271 -8 -0.1%
DWP
48
Daymark Wealth Partners
Ohio
$376K
VA
49
VestGen Advisors
Illinois
$362K +$362K +10,522 New
IIA
50
Integral Investment Advisors
California
$352K