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

Top Sellers

1
SPIA
1
Steward Partners Investment Advisory
New York
$1.46M
2
VWA
2
Visionary Wealth Advisors
Illinois
$2.24M
3
AWM
3
AE Wealth Management
Kansas
$123K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
APWA
5
Atlas Private Wealth Advisors
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IIA
51
Integral Investment Advisors
California
$327K -$62.8K -2,000 -16%
BCM
52
Brookstone Capital Management
Illinois
$307K +$307K +9,769 New
SIA
53
Schechter Investment Advisors
Michigan
$255K – – –
BBPWM
54
Blue Bell Private Wealth Management
Pennsylvania
$254K +$122K +3,880 +92%
DBRC
55
D.B. Root & Company
Pennsylvania
$246K – – –
AAS
56
Ameritas Advisory Services
Nebraska
$235K +$235K +7,486 New
CIAS
57
Capital Investment Advisory Services
North Carolina
$207K -$2.48K -79 -1%
AWM
58
AE Wealth Management
Kansas
$123K -$344K -10,941 -74%
AF
59
Advisornet Financial
Minnesota
$107K +$6.28K +200 +6%
BA
60
Bellwether Advisors
Nebraska
$107K – – –
UBS Group
61
UBS Group
Switzerland
$84.6K +$84.6K +2,693 New
HI
62
Harbour Investments
Wisconsin
$65.4K -$4.71K -150 -7%
CFD
63
Creative Financial Designs
Indiana
$31.4K – – –
HBW
64
Hazlett, Burt & Watson
West Virginia
$31K – – –
DFA
65
DHJJ Financial Advisors
Illinois
$19K +$1.57K +50 +9%
FNWA
66
Financial Network Wealth Advisors
Utah
$12.7K – – –
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$8K -$6.24K -198 -44%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$8K -$2.56K -77 -24%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$4.52K +$4.52K +144 New
CA
70
CoreCap Advisors
Michigan
$2.73K +$2.73K +87 New
Morgan Stanley
71
Morgan Stanley
New York
$2.61K +$2.61K +83 New
Citadel Advisors
72
Citadel Advisors
Florida
– -$311K -9,641 Closed
APWA
73
Atlas Private Wealth Advisors
New Jersey
– -$227K -7,040 Closed
ARC
74
Advisor Resource Council
Texas
– -$217K -6,704 Closed
CFGS
75
Concourse Financial Group Securities
Alabama
– -$98.4K -2,978 Closed
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