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Innovator Laddered Allocatio (BUFF)

CUSIP: 45783Y814 | NYSE | 254 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Quadcap Wealth Management, LLC616,517
3.1% of portfolio›$33.2M
LifeWealth Investments, LLC389,976
5.8% of portfolio›$21.0M
Holos Integrated Wealth LLC369,839
9.0% of portfolio›$20.0M
Buska Wealth Management, LLC233,118
4.3% of portfolio›$12.6M
Commonwealth Equity Services, LLC226,178
0.0% of portfolio›$12.2M
Kestra Advisory Services, LLC203,298
0.0% of portfolio›$11.0M
Cambridge Investment Research Advisors, Inc.190,042
0.1% of portfolio›$10.2M
KFG Wealth Management, LLC138,908
0.8% of portfolio›$7.5M
Caliber Wealth Management, LLC / KS125,849
0.7% of portfolio›$6.8M
Seros Financial, LLC100,346
2.7% of portfolio›$5.4M
Forvis Mazars Wealth Advisors, LLC97,149
0.1% of portfolio›$5.2M
Columbia Advisory Partners LLC74,067
2.2% of portfolio›$4.0M
Axxcess Wealth Management, LLC59,105
0.1% of portfolio›$3.2M
Visionary Wealth Advisors58,673
0.1% of portfolio›$3.2M
Wealthcare Advisory Partners LLC55,329
0.1% of portfolio›$3.0M
Independent Financial Group, LLC52,375
0.1% of portfolio›$2.8M
Southland Equity Partners LLC50,712
0.5% of portfolio›$2.7M
Comprehensive Financial Consultants Institutional, Inc.49,503
0.7% of portfolio›$2.7M
City Center Advisors, LLC49,288
2.0% of portfolio›$2.7M
Prospera Financial Services Inc48,031
0.0% of portfolio›$2.6M
Blue Trust, Inc.47,374
0.0% of portfolio›$2.6M
Milestone Asset Management, LLC43,569
0.4% of portfolio›$2.3M
Focus Financial Network, Inc.42,145
0.1% of portfolio›$2.3M
Diligent Investors, LLC41,119
0.5% of portfolio›$2.2M
Lineweaver Wealth Advisors, LLC39,917
0.2% of portfolio›$2.2M
Financial Network Wealth Advisors LLC36,384
1.9% of portfolio›$2.0M
Concurrent Investment Advisors, LLC34,695
0.0% of portfolio›$1.9M
Patriot Financial Group Insurance Agency, LLC34,588
0.2% of portfolio›$1.9M
Soltis Investment Advisors LLC32,398
0.1% of portfolio›$1.7M
Signal Advisors Wealth, LLC31,077
0.1% of portfolio›$1.7M
Vestia Personal Wealth Advisors30,996
0.6% of portfolio›$1.7M
Diversify Wealth Management, LLC30,709
0.0% of portfolio›$1.7M
Diversify Advisory Services, LLC30,709
0.0% of portfolio›$1.7M
Wisconsin Wealth Advisors, LLC29,560
1.3% of portfolio›$1.6M
Koshinski Asset Management, Inc.25,874
0.1% of portfolio›$1.4M
CoreCap Advisors, LLC25,089
0.0% of portfolio›$1.4M
Wealth Enhancement Advisory Services, LLC24,090
0.0% of portfolio›$1.3M
Beacon Financial Advisory LLC22,036
0.2% of portfolio›$1.2M
Truist Financial Corp21,883
0.0% of portfolio›$1.2M
Hazlett, Burt & Watson, Inc.21,792
0.4% of portfolio›$634.5K
Sovran Advisors, LLC20,533
0.1% of portfolio›$1.1M
Weaver Consulting Group19,557
0.2% of portfolio›$1.1M
Bluedoor Private Wealth, LLC18,507
0.4% of portfolio›$997.2K
Strategic Blueprint, LLC18,212
0.0% of portfolio›$981.3K
Keeler Thomas Management LLC18,051
0.4% of portfolio›$972.6K
AdvisorNet Financial, Inc16,148
0.0% of portfolio›$875.1K
Creative Planning15,856
0.0% of portfolio›$854.3K
TopTier Wealth Management, LLC15,182
0.5% of portfolio›$818.0K
J.W. Cole Advisors, Inc.15,031
0.0% of portfolio›$809.9K
Southern Capital Advisors, LLC13,504
0.3% of portfolio›$727.6K
Chapman Financial Group, LLC13,446
0.5% of portfolio›$724.5K
NewCorp Financial Services, Inc.12,750
0.5% of portfolio›$687.0K
Integral Investment Advisors, Inc.11,510
0.1% of portfolio›$620.2K
Founders Financial Securities LLC10,989
0.0% of portfolio›$592.1K
Trek Financial, LLC10,629
0.0% of portfolio›$572.7K
Arlington Capital Management Inc10,154
0.3% of portfolio›$547.1K
Dynamic Advisor Solutions LLC9,281
0.0% of portfolio›$500.1K
Davenport & Co LLC9,115
0.0% of portfolio›$491.1K
Andina Capital Management, LLC8,698
0.7% of portfolio›$468.6K
Balboa Wealth Partners7,657
0.1% of portfolio›$412.6K
Stegent Equity Advisors, Inc.6,460
0.3% of portfolio›$348.1K
VestGen Advisors, LLC6,320
0.0% of portfolio›$340.5K
Dhjj Financial Advisors, Ltd.6,091
0.1% of portfolio›$328.2K
Hofer & Associates. Inc5,578
0.2% of portfolio›$300.5K
RED Crane Wealth Management, LLC5,578
0.2% of portfolio›$300.5K
Onyx Bridge Wealth Group LLC5,488
0.0% of portfolio›$295.7K
Nations Financial Group Inc,5,161
0.0% of portfolio›$278.1K
Brookstone Capital Management4,777
0.0% of portfolio›$257.4K
Echo Wealth Management, LLC4,588
0.1% of portfolio›$247.2K
IFP Advisors, Inc3,791
0.0% of portfolio›$204.3K
IMG Wealth Management, Inc.3,476
0.1% of portfolio›$187.3K
Capital Investment Advisory Services, LLC3,344
0.0% of portfolio›$180.2K
Harbor Investment Advisory, LLC3,230
0.0% of portfolio›$174.0K
Fifth Third Bancorp2,016
0.0% of portfolio›$108.6K
Blue Bell Private Wealth Management, LLC1,054
0.0% of portfolio›$56.8K
Root Financial Partners, LLC1,042
0.0% of portfolio›$56.1K
Lanark Financial, Inc.934
0.0% of portfolio›$50.3K
Wilmington Savings Fund Society, FSB758
0.0% of portfolio›$40.8K
RMG Wealth Management LLC751
0.0% of portfolio›$40.6K
Silver Grove Financial Group, Inc.750
0.0% of portfolio›$40.4K
Golden State Wealth Management, LLC555
0.0% of portfolio›$29.9K
GGM Financial LLC297
0.0% of portfolio›$16.0K
Capital Advisors, Ltd. LLC285
0.0% of portfolio›$15
StyleTurnoverLocationFiled
Quadcap Wealth Management, LLC
616,517$33.2M3.1%ETFLowFrisco, TX2026-11-02
LifeWealth Investments, LLC
389,976$21.0M5.8%ETFMediumWinter Garden, FL2026-10-21
Holos Integrated Wealth LLC
369,839$20.0M9.0%ETFLowKennett Square, PA2026-10-23
Buska Wealth Management, LLC
233,118$12.6M4.3%ETFMediumWausau, WI2026-10-08
Commonwealth Equity Services, LLC
226,178$12.2M0.0%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
203,298$11.0M0.0%CoreLowAustin, TX2026-11-02
Cambridge Investment Research Advisors, Inc.
190,042$10.2M0.1%ETFLowFairfield, IA2026-11-02
KFG Wealth Management, LLC
138,908$7.5M0.8%ETFMediumGranger, IN2026-10-16
Caliber Wealth Management, LLC / KS
125,849$6.8M0.7%ETFLowOverland Park, KS2026-11-04
Seros Financial, LLC
100,346$5.4M2.7%ETFMediumGilbert, AZ2026-10-21
Forvis Mazars Wealth Advisors, LLC
97,149$5.2M0.1%ETFVery LowSpringfield, MO2026-10-13
Columbia Advisory Partners LLC
74,067$4.0M2.2%ETFMediumSpokane, WA2026-10-15
Axxcess Wealth Management, LLC
59,105$3.2M0.1%CoreLowCarlsbad, CA2026-10-21
Visionary Wealth Advisors
58,673$3.2M0.1%ETFLowO'Fallon, IL2026-11-04
Wealthcare Advisory Partners LLC
55,329$3.0M0.1%ETFLowWest Chester, PA2026-10-21
Independent Financial Group, LLC
52,375$2.8M0.1%GrowthLowSan Diego, CA2026-10-13
Southland Equity Partners LLC
50,712$2.7M0.5%ETFLowWildwood, MO2026-10-14
Comprehensive Financial Consultants Institutional, Inc.
49,503$2.7M0.7%CoreMediumBloomington, IN2026-10-15
City Center Advisors, LLC
49,288$2.7M2.0%ETFMediumTroy, MI2026-10-08
Prospera Financial Services Inc
48,031$2.6M0.0%CoreMediumDallas, TX2026-11-04
Blue Trust, Inc.
47,374$2.6M0.0%ETFLowBrentwood, TN2026-10-15
Milestone Asset Management, LLC
43,569$2.3M0.4%GrowthHighPittsburgh, PA2026-10-15
Focus Financial Network, Inc.
42,145$2.3M0.1%ETFLowMinneapolis, MN2026-10-14
Diligent Investors, LLC
41,119$2.2M0.5%CoreLowRedlands, CA2026-10-21
Lineweaver Wealth Advisors, LLC
39,917$2.2M0.2%ETFLowValley View, OH2026-10-13
Financial Network Wealth Advisors LLC
36,384$2.0M1.9%ETFLowMurray, UT2026-10-28
Concurrent Investment Advisors, LLC
34,695$1.9M0.0%GrowthMediumTampa, FL2026-10-16
Patriot Financial Group Insurance Agency, LLC
34,588$1.9M0.2%GrowthLowWalpole, MA2026-10-14
Soltis Investment Advisors LLC
32,398$1.7M0.1%CoreMediumSt. George, UT2026-10-28
Signal Advisors Wealth, LLC
31,077$1.7M0.1%ETFLowDetroit, MI2026-10-13
Vestia Personal Wealth Advisors
30,996$1.7M0.6%ETFMediumFort Wayne, IN2026-10-20
Diversify Wealth Management, LLC
30,709$1.7M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
30,709$1.7M0.0%GrowthLowSandy, UT2026-10-20
Wisconsin Wealth Advisors, LLC
29,560$1.6M1.3%ETFLowSun Prairie, WI2026-10-08
Koshinski Asset Management, Inc.
25,874$1.4M0.1%ETFLowDecatur, IL2026-10-29
CoreCap Advisors, LLC
25,089$1.4M0.0%ETFMediumSouthfield, MI2026-10-08
Wealth Enhancement Advisory Services, LLC
24,090$1.3M0.0%CoreLowPlymouth, MN2026-10-13
Beacon Financial Advisory LLC
22,036$1.2M0.2%ETFLowCleveland, OH2026-10-16
Truist Financial Corp
21,883$1.2M0.0%CoreLowCharlotte, NC2026-10-30
Hazlett, Burt & Watson, Inc.
21,792$634.5K0.4%CoreVery LowWheeling, WV2026-11-04
Sovran Advisors, LLC
20,533$1.1M0.1%ETFMediumSan Diego, CA2026-11-02
Weaver Consulting Group
19,557$1.1M0.2%ETFLowHuntington Beach, CA2026-10-07
Bluedoor Private Wealth, LLC
18,507$997.2K0.4%CoreLowBeverly, MA2026-11-05
Strategic Blueprint, LLC
18,212$981.3K0.0%ETFLowAtlanta, GA2026-10-22
Keeler Thomas Management LLC
18,051$972.6K0.4%CoreHighOrem, UT2026-10-29
AdvisorNet Financial, Inc
16,148$875.1K0.0%ETFLowMinnetonka, MN2026-10-15
Creative Planning
15,856$854.3K0.0%IndexVery LowOverland Park, KS2026-11-02
TopTier Wealth Management, LLC
15,182$818.0K0.5%ETFVery LowMuskego, WI2026-10-16
J.W. Cole Advisors, Inc.
15,031$809.9K0.0%IndexLowTampa, FL2026-11-05
Southern Capital Advisors, LLC
13,504$727.6K0.3%ETFLowJackson, TN2026-10-26
Chapman Financial Group, LLC
13,446$724.5K0.5%CoreVery LowHonolulu, HI2026-10-26
NewCorp Financial Services, Inc.
12,750$687.0K0.5%ETFLowAlpharetta, GA2026-10-14
Integral Investment Advisors, Inc.
11,510$620.2K0.1%ETFVery LowTurlock, CA2026-11-03
Founders Financial Securities LLC
10,989$592.1K0.0%ETFMediumTowson, MD2026-10-28
Trek Financial, LLC
10,629$572.7K0.0%ETFHighScottsdale, AZ2026-10-29
Arlington Capital Management Inc
10,154$547.1K0.3%GARPHighArlington Heights, IL2026-10-30
Dynamic Advisor Solutions LLC
9,281$500.1K0.0%ETFLowPhoenix, AZ2026-10-13
Davenport & Co LLC
9,115$491.1K0.0%CoreMediumRichmond, VA2026-10-14
Andina Capital Management, LLC
8,698$468.6K0.7%ETFMediumLogan, UT2026-10-21
Balboa Wealth Partners
7,657$412.6K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
Stegent Equity Advisors, Inc.
6,460$348.1K0.3%ETFHighHouston, TX2026-10-13
VestGen Advisors, LLC
6,320$340.5K0.0%GrowthMediumChicago, IL2026-10-27
Dhjj Financial Advisors, Ltd.
6,091$328.2K0.1%ETFVery LowNaperville, IL2026-10-23
Hofer & Associates. Inc
5,578$300.5K0.2%ETFHighThousand Oaks, CA2026-10-13
RED Crane Wealth Management, LLC
5,578$300.5K0.2%ETFLowSan Francisco, CA2026-10-14
Onyx Bridge Wealth Group LLC
5,488$295.7K0.0%ETFMediumTarrytown, NY2026-10-16
Nations Financial Group Inc,
5,161$278.1K0.0%CoreLowCedar Rapids, IA2026-11-05
Brookstone Capital Management
4,777$257.4K0.0%ETFMediumWheaton, IL2026-10-22
Echo Wealth Management, LLC
4,588$247.2K0.1%ETFLowPlymouth, MN2026-10-15
IFP Advisors, Inc
3,791$204.3K0.0%GrowthLowTampa, FL2026-10-16
IMG Wealth Management, Inc.
3,476$187.3K0.1%ETFMediumJacksonville, FL2026-10-27
Capital Investment Advisory Services, LLC
3,344$180.2K0.0%CoreMediumRaleigh, NC2026-10-30
Harbor Investment Advisory, LLC
3,230$174.0K0.0%GrowthLowLutherville, MD2026-10-13
Fifth Third Bancorp
2,016$108.6K0.0%IndexVery LowCincinnati, OH2026-11-05
Blue Bell Private Wealth Management, LLC
1,054$56.8K0.0%YieldVery LowBlue Bell, PA2026-10-29
Root Financial Partners, LLC
1,042$56.1K0.0%ETFMediumEncinitas, CA2026-10-21
Lanark Financial, Inc.
934$50.3K0.0%CoreMediumBirmingham, AL2026-10-26
Wilmington Savings Fund Society, FSB
758$40.8K0.0%CoreLowWilmington, DE2026-10-23
RMG Wealth Management LLC
751$40.6K0.0%ETFVery HighPlatteville, WI2026-10-26
Silver Grove Financial Group, Inc.
750$40.4K0.0%CoreMediumOrchard Park, NY2026-11-05
Golden State Wealth Management, LLC
555$29.9K0.0%ETFMediumSanta Ana, CA2026-11-02
GGM Financial LLC
297$16.0K0.0%ETFMediumColumbus, OH2026-11-05
Capital Advisors, Ltd. LLC
285$150.0%ETFLowShaker Heights, OH2026-10-27