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Innovator Laddered Allocation Buffer ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
CAAS
1
Capital Asset Advisory Services
Michigan
$18.4M 580,500 +100,523 +21%
AWM
2
Axxcess Wealth Management
California
$18.1M 577,286 +109,436 +23%
LPL Financial
3
LPL Financial
California
$9.46M 300,945 +63,905 +27%
Osaic Holdings
4
Osaic Holdings
Arizona
$8.52M 271,175 -3,400 -1%
SF
5
Seros Financial
Arizona
$6.37M 202,607 +202,607 New
4WM
6
4J Wealth Management
Virginia
$6.33M 201,453 +62,190 +45%
HighTower Advisors
7
HighTower Advisors
Illinois
$6.21M 197,784 +8,810 +5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$5.33M 169,508 +15,294 +10%
EMAM
9
Encompass More Asset Management
California
$5.26M 167,469 +17,522 +12%
CWM
10
Capital Wealth Management
Rhode Island
$4.89M 155,534 +69,106 +80%
SPWG
11
Syntegra Private Wealth Group
Missouri
$4.75M 151,099 +85,772 +131%
DWM
12
Diversify Wealth Management
Utah
$4.54M 145,225 -485 -0.3%
Raymond James Financial
13
Raymond James Financial
Florida
$4.39M 139,589 +126,070 +933%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$4.1M 130,553 +27,172 +26%
GS
15
GWN Securities
Florida
$4.03M 128,412 +68,199 +113%
KWM
16
KFG Wealth Management
Indiana
$3.59M 114,267 +7,615 +7%
KCM
17
Kathmere Capital Management
Pennsylvania
$2.85M 90,772 +386 +0.4%
NRI
18
NFP Retirement Inc
California
$2.33M 74,049 +2,559 +4%
WIA
19
World Investment Advisors
California
$2.26M 72,009 -1,631 -2%
VWA
20
Visionary Wealth Advisors
Illinois
$2.24M 71,312 -14,538 -17%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.16M 68,773 +6,431 +10%
OC
22
Optima Capital
Oregon
$1.97M 62,796 +13,504 +27%
CW
23
CreativeOne Wealth
Kansas
$1.92M 61,031 +54,013 +770%
DI
24
Diligent Investors
California
$1.48M 46,958 -380 -0.8%
SPIA
25
Steward Partners Investment Advisory
New York
$1.46M 46,503 -39,376 -46%