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Innovator Laddered Allocation Buffer ETF

79 hedge funds and large institutions have $152M invested in Innovator Laddered Allocation Buffer ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+8
Holders Change %
+11.27%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
28
Reduced
27
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAAS
1
Capital Asset Advisory Services
Michigan
$16.3M -$3.36M -99,109 -17%
AWM
2
Axxcess Wealth Management
California
$16.3M -$3.3M -97,496 -17%
LPL Financial
3
LPL Financial
California
$9.64M -$551K -16,264 -5%
Osaic Holdings
4
Osaic Holdings
Arizona
$8.87M +$110K +3,400 +1%
HighTower Advisors
5
HighTower Advisors
Illinois
$8.1M +$1.4M +41,420 +21%
SF
6
Seros Financial
Arizona
$7.03M +$169K +4,986 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$6.42M +$673K +19,875 +12%
CWM
8
Capital Wealth Management
Rhode Island
$5.77M +$496K +14,638 +9%
EMAM
9
Encompass More Asset Management
California
$5.76M +$85.6K +2,527 +2%
SPWG
10
Syntegra Private Wealth Group
Missouri
$5.23M +$106K +3,134 +2%
GS
11
GWN Securities
Florida
$5.07M +$720K +21,256 +17%
DWM
12
Diversify Wealth Management
Utah
$5.07M +$17.6K +507 +0.3%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$4.57M +$143K +4,209 +3%
KWM
14
KFG Wealth Management
Indiana
$3.92M +$47.4K +1,398 +1%
KCM
15
Kathmere Capital Management
Pennsylvania
$2.98M -$97.7K -2,884 -3%
NRI
16
NFP Retirement Inc
California
$2.47M -$43.5K -1,284 -2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.42M +$93.8K +2,769 +4%
WIA
18
World Investment Advisors
California
$2.3M -$138K -4,080 -6%
OC
19
Optima Capital
Oregon
$2.16M +$31.7K +935 +1%
PS
20
Principal Securities
Iowa
$1.94M +$485K +14,326 +33%
DI
21
Diligent Investors
California
$1.53M -$60.1K -1,775 -4%
BFC
22
Bedel Financial Consulting
Indiana
$1.45M -$29.4K -868 -2%
SPIA
23
Steward Partners Investment Advisory
New York
$1.36M -$212K -6,253 -13%
BW
24
Balance Wealth
Ohio
$1.28M +$217K +6,403 +20%
VWA
25
Visionary Wealth Advisors
Illinois
$1.18M -$1.24M -36,473 -51%