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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 2 funds opening new positions, 36 increasing their positions, 24 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
BW
26
Balance Wealth
Ohio
$1.28M
MML Investors Services
27
MML Investors Services
Massachusetts
$1.26M
VWA
28
Visionary Wealth Advisors
Illinois
$1.22M
OFP
29
OFC Financial Planning
New Jersey
$1.14M
CW
30
CreativeOne Wealth
Kansas
$1.08M
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$966K
CWA
32
Continuum Wealth Advisors
New York
$918K
Raymond James Financial
33
Raymond James Financial
Florida
$865K
Truist Financial
34
Truist Financial
North Carolina
$838K
CAG
35
Curtis Advisory Group
California
$828K
KAS
36
Kestra Advisory Services
Texas
$824K
SPIA
37
Steward Partners Investment Advisory
New York
$818K
4WM
38
4J Wealth Management
Virginia
$798K
KWM
39
Kingsview Wealth Management
Oregon
$793K
IWN
40
Independent Wealth Network
Iowa
$779K
RA
41
RFG Advisory
Alabama
$726K
PAG
42
Private Advisor Group
New Jersey
$616K
DWP
43
Daymark Wealth Partners
Ohio
$607K
FF
44
Foronjy Financial
California
$601K
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$596K
MWC
46
MKD Wealth Coaches
Michigan
$563K
CWMK
47
Caliber Wealth Management (Kansas)
Kansas
$475K
HIS
48
Harvest Investment Services
Illinois
$460K
WWM
49
Western Wealth Management
Colorado
$455K
Citadel Advisors
50
Citadel Advisors
Florida
$451K