Skip to content
Disclosery

BUFB INNOVATOR ETFS TRUST

Follow

LADDERED ALC BFR (fund)

95 managers (96 13F filers) reported a position in BUFB shares at 2026-06-30, 5,698,241 shares in all. 15 filers opened a position and 6 filers sold out during the quarter.

Managers
95
13F filers
96
New
15
Added
39
Reduced
22
Sold out
6
Shares held by filers
5,698,241

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC479,885$18.9M0.01%+437,72513F-HRTimelineGroup
LPL Financial LLC457,665$18M<0.01%+74,06913F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding400,438$15.7M+201,388Timeline
HighTower Advisors, LLC318,684$12.5M0.01%+27,73513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC253,024$9.95M<0.01%+18,67913F-HRTimelineGroup
CAPITAL WEALTH MANAGEMENT, LLC235,709$9.27M2.23%+22,12813F-HRTimeline
GWN SECURITIES INC.234,909$9.23M1.54%+6,89313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.203,026$7.98M0.01%+39,40213F-HRTimelineGroup
Syntegra Private Wealth Group, LLC191,269$7.52M0.58%-1,83913F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC188,191$7.4M4.08%+5,07113F-HRTimeline
Cetera Investment Advisers169,322$6.66M0.01%+3,18213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC168,722$6.63M0.01%+3,52113F-HRTimeline
SYKON CAPITAL LLC125,550$4.94M1.52%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC122,906$4.83M0.06%+10,74813F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC115,479$4.54M0.51%-33113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management111,396$4.38M0.04%+99,28513F-HRTimelineGroup
Benson Wealth Management INC92,290$3.63M3.65%+91,10913F-HRTimeline
Encompass More Asset Management85,704$3.37M0.49%+3,91613F-HRTimeline
Heritage Wealth Management, Inc.85,010$3.34M0.83%+11,68713F-HRTimeline
Kathmere Capital Management, LLC80,399$3.16M0.17%-2,43013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…76,625$3.01M<0.01%+3,88213F-HRTimelineGroup
OPTIMA CAPITAL LLC75,844$2.98M1.18%+8,36013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…70,509$2.77M<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…69,595$2.74M0.01%+13613F-HR/ATimeline
World Investment Advisors74,533$2.69M0.04%-3,96313F-HRTimeline
Kingsview Wealth Management, LLC67,742$2.66M0.03%+22,48613F-HRTimeline
MTM FINANCIAL GROUP, LLC65,588$2.58M1.1%-20213F-HRTimeline
Bedel Financial Consulting, Inc.61,726$2.43M0.23%+5,10013F-HRTimeline
Wealthspire Retirement, LLC54,158$2.13M0.12%-4,20013F-HRTimeline
Caliber Wealth Management, LLC / KS49,314$1.94M0.19%-51813F-HRTimeline
MML INVESTORS SERVICES, LLC49,284$1.94M<0.01%+8,58813F-HRTimeline
Seros Financial, LLC49,188$1.93M1.01%+33413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC47,464$1.87M0.01%new13F-HRTimelineGroup
Diligent Investors, LLC38,160$1.5M0.33%-2,93713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC33,803$1.33M0.03%+72913F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.33,702$1.32M0.05%+13813F-HRTimeline
Balance Wealth Partners LLC32,371$1.27M0.34%-89113F-HRTimeline
OFC FINANCIAL PLANNING, LLC30,766$1.21M1.07%-2,76313F-HRTimeline
OLD MISSION CAPITAL LLC30,306$1.19M0.03%new13F-HRTimeline
Visionary Wealth Advisors29,894$1.18M0.05%-82613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.26,447$1.04M0.01%new13F-HRTimelineGroup
FORONJY FINANCIAL LLC26,118$1.03M0.38%+4,07013F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC25,380$998K0.34%013F-HRTimeline
Atria Investments, Inc23,962$942K0.01%+12,27513F-HRTimeline
Advisory Services Network, LLC23,962$942K0.01%+12,27513F-HRTimeline
Steward Partners Investment Advisory, L…23,597$928K<0.01%-10513F-HRTimeline
Curtis Advisory Group, LLC23,177$911K0.18%013F-HRTimeline
4J Wealth Management LLC19,354$761K0.37%-1,95513F-HRTimeline
Private Advisor Group, LLC19,354$761K<0.01%+2,62013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP18,970$746K<0.01%-41213F-HRTimelineGroup
RFG Advisory, LLC17,300$680K0.01%-80013F-HRTimeline
Capital Investment Advisory Services, L…16,334$642K0.04%+21513F-HRTimeline
Arax Advisory Partners16,228$638K<0.01%+8,11413F-HRTimeline
MKD WEALTH COACHES, LLC15,740$619K0.53%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp14,863$584K<0.01%+6,19913F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC14,861$584K0.01%+6,19813F-HRTimelineGroup
Harvest Investment Services, LLC12,882$506K0.08%013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.12,250$482K0.11%013F-HRTimeline
Western Wealth Management, LLC12,132$477K0.02%013F-HRTimeline
Simplicity Wealth,LLC12,008$472K0.02%-23813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC11,763$462K0.01%013F-HRTimeline
Beacon Pointe Advisors, LLC10,365$407K<0.01%new13F-HRTimeline
IBEX WEALTH ADVISORS10,132$398K0.03%+7613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…9,985$393K0.01%+2,49913F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC9,572$376K0.05%-19313F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC9,010$354K0.24%013F-HRTimeline
VAQUERO PRIVATE WEALTH, LTD8,700$342K0.07%13F-HRTimeline
INTEGRITY ALLIANCE, LLC.7,629$300K0.01%013F-HRTimeline
VestGen Advisors, LLC7,064$278K0.01%+30213F-HRTimeline
D.B. Root & Company, LLC6,913$272K0.06%-28113F-HRTimeline
COFG Advisors, LLC6,775$266K0.05%013F-HRTimeline
Capital Asset Advisory Services LLC6,589$259K0.01%-2,20713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,589$259K<0.01%new13F-HRTimeline
Capital Investment Advisors, LLC5,880$231K<0.01%013F-HRTimeline
Balboa Wealth Partners5,375$211K0.03%new13F-HRTimeline
Trail Ridge Investment Advisors, LLC5,346$210K0.09%new13F-HRTimeline
Farther Finance Advisors, LLC5,285$208K<0.01%-3,51113F-HRTimeline
McAdam, LLC5,224$205K0.01%new13F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC5,100$200K0.02%new13F-HRTimeline
AdvisorNet Financial, Inc4,250$167K0.01%+15013F-HRTimeline
Dunhill Financial, LLC3,410$134K0.03%013F-HRTimeline
Oakmont Advisory Group, LLC2,997$118K0.1%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.1,940$76.3K0.02%-1113F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,500$59K0.04%013F-HRTimeline
Global Retirement Partners, LLC1,476$58K<0.01%13F-HRTimeline
Silver Grove Financial Group, Inc.1,200$47.2K0.03%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,000$39.3K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC770$30.3K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC405$15.9K0.02%013F-HRTimeline
AE Wealth Management LLC363$14.3K<0.01%+3113F-HRTimeline
HAZLETT, BURT & WATSON, INC.219$9K<0.01%013F-HRTimeline
IFP Advisors, Inc130$5.11K<0.01%013F-HRTimeline
CoreCap Advisors, LLC87$3.42K<0.01%-1,30113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY83$3.26K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO46$1.8K<0.01%+2213F-HRTimelineGroup