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Innovator Laddered Allocation Buffer ETF

58 hedge funds and large institutions have $101M invested in Innovator Laddered Allocation Buffer ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
58
Holders Change
+3
Holders Change %
+5.45%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
31
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAAS
1
Capital Asset Advisory Services
Michigan
$13.1M 415,139 +74,518 +22%
AWM
2
Axxcess Wealth Management
California
$12.9M 407,973 +388,530 +1,998%
Osaic Holdings
3
Osaic Holdings
Arizona
$7.79M 246,594 +32,920 +15%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.97M 189,049 +10,785 +6%
HighTower Advisors
5
HighTower Advisors
Illinois
$5.72M 181,199 +14,333 +9%
DWM
6
Diversify Wealth Management
Utah
$4.59M 144,412 +136,885 +1,819%
EMAM
7
Encompass More Asset Management
California
$4.19M 132,600 +132,600 New
4WM
8
4J Wealth Management
Virginia
$4.13M 130,869 +8,041 +7%
LPL Financial
9
LPL Financial
California
$3.79M 119,878 +62,531 +109%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.92M 92,470 +30,623 +50%
KCM
11
Kathmere Capital Management
Pennsylvania
$2.78M 87,999 -4,260 -5%
CWM
12
Capital Wealth Management
Rhode Island
$2.69M 85,087 +5,774 +7%
VWA
13
Visionary Wealth Advisors
Illinois
$2.66M 84,363 +8,248 +11%
SPIA
14
Steward Partners Investment Advisory
New York
$2.63M 83,297 +17,375 +26%
Truist Financial
15
Truist Financial
North Carolina
$2.51M 79,479 +5,591 +8%
WIA
16
World Investment Advisors
California
$2.25M 71,277 -1,916 -3%
NRI
17
NFP Retirement Inc
California
$2.15M 67,953 +8,421 +14%
SPWG
18
Syntegra Private Wealth Group
Missouri
$1.87M 59,184 +4,707 +9%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.76M 55,569 +21,047 +61%
DI
20
Diligent Investors
California
$1.4M 44,354 +1,104 +3%
BFC
21
Bedel Financial Consulting
Indiana
$1.28M 40,647 +1,722 +4%
KWM
22
KFG Wealth Management
Indiana
$1.24M 39,117 +15,937 +69%
PS
23
Principal Securities
Iowa
$1.02M 32,309 +768 +2%
CWA
24
Continuum Wealth Advisors
New York
$733K 23,214 +4,640 +25%
RA
25
RFG Advisory
Alabama
$720K 22,806 +3,924 +21%