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Innovator Laddered Allocation Buffer ETF

55 hedge funds and large institutions have $72.2M invested in Innovator Laddered Allocation Buffer ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
55
Holders Change
+4
Holders Change %
+7.84%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
22
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAAS
1
Capital Asset Advisory Services
Michigan
$10.5M 340,621 +340,621 New
Osaic Holdings
2
Osaic Holdings
Arizona
$6.52M 213,674 +5,931 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.44M 178,264 -42,178 -19%
HighTower Advisors
4
HighTower Advisors
Illinois
$5.09M 166,866 +17,667 +12%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$5.06M 165,725 +826 +0.5%
4WM
6
4J Wealth Management
Virginia
$3.75M 122,828 +6,158 +5%
KCM
7
Kathmere Capital Management
Pennsylvania
$2.82M 92,259 +136 +0.1%
CWM
8
Capital Wealth Management
Rhode Island
$2.42M 79,313 +10,516 +15%
VWA
9
Visionary Wealth Advisors
Illinois
$2.32M 76,115 -22,299 -23%
Truist Financial
10
Truist Financial
North Carolina
$2.26M 73,888 -46,815 -39%
WIA
11
World Investment Advisors
California
$2.23M 73,193 +13,305 +22%
SPIA
12
Steward Partners Investment Advisory
New York
$2.01M 65,922 +64,034 +3,392%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$1.89M 61,847 +18,186 +42%
NRI
14
NFP Retirement Inc
California
$1.82M 59,532 +3,526 +6%
LPL Financial
15
LPL Financial
California
$1.75M 57,347 +43,656 +319%
SPWG
16
Syntegra Private Wealth Group
Missouri
$1.66M 54,477
DI
17
Diligent Investors
California
$1.32M 43,250 +4,555 +12%
BFC
18
Bedel Financial Consulting
Indiana
$1.19M 38,925 +5,434 +16%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.05M 34,522 +16,591 +93%
PS
20
Principal Securities
Iowa
$963K 31,541 +2,807 +10%
KWM
21
KFG Wealth Management
Indiana
$707K 23,180 -130 -0.6%
CF
22
Centaurus Financial
California
$696K 22,810 -44 -0.2%
DIM
23
Delta Investment Management
California
$682K 22,345 -31,867 -59%
AWM
24
Axxcess Wealth Management
California
$593K 19,443 +19,443 New
RA
25
RFG Advisory
Alabama
$576K 18,882 +8,737 +86%