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Disclosery

BUFB INNOVATOR ETFS TRUST

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LADDERED ALC BFR (fund)

66 managers (66 13F filers) reported a position in BUFB shares at 2024-12-31, 3,800,510 shares in all. 8 filers opened a position and 7 filers sold out during the quarter.

Managers
66
13F filers
66
New
8
Added
28
Reduced
13
Sold out
7
Shares held by filers
3,800,510

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Capital Asset Advisory Services LLC479,977$15.6M0.77%+64,83813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC467,850$15.1M0.37%+59,87713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.274,575$8.87M0.02%+27,98113F-HR/ATimelineGroup
LPL Financial LLC237,040$7.66M<0.01%+117,16213F-HRTimeline
HighTower Advisors, LLC188,974$6.1M0.01%+7,77513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC154,214$4.98M<0.01%-34,83513F-HRTimelineGroup
Encompass More Asset Management149,947$4.84M1.6%+17,34713F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …145,710$4.69M0.37%+1,29813F-HRTimelineGroup
4J Wealth Management LLC139,263$4.5M3.64%+8,39413F-HRTimeline
KFG WEALTH MANAGEMENT, LLC106,652$3.44M0.64%+67,53513F-HRTimeline
Cetera Investment Advisers103,381$3.34M0.01%+10,91113F-HRTimeline
Kathmere Capital Management, LLC90,386$2.92M0.26%+2,38713F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC86,428$2.79M1.2%+1,34113F-HRTimeline
Steward Partners Investment Advisory, L…85,879$2.77M0.02%+2,58213F-HRTimeline
Visionary Wealth Advisors85,850$2.77M0.16%+1,48713F-HRTimeline
MTM FINANCIAL GROUP, LLC74,688$2.41M1.44%-1,32313F-HRTimeline
World Investment Advisors73,640$2.38M0.07%+2,36313F-HRTimeline
Wealthspire Retirement, LLC71,490$2.31M0.18%+3,53713F-HRTimeline
Syntegra Private Wealth Group, LLC65,327$2.11M0.24%+6,14313F-HRTimeline
Cambridge Investment Research Advisors,…62,342$2.01M0.01%+6,77313F-HRTimeline
GWN SECURITIES INC.60,213$1.94M0.52%13F-HRTimeline
OPTIMA CAPITAL LLC49,292$1.59M1.1%13F-HRTimeline
Bedel Financial Consulting, Inc.47,670$1.57M0.22%+7,02313F-HRTimeline
Diligent Investors, LLC47,338$1.53M0.35%+2,98413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC43,034$1.39M0.03%+10,72513F-HRTimelineGroup
OFC FINANCIAL PLANNING, LLC31,620$1.02M1.08%13F-HRTimeline
CENTAURUS FINANCIAL, INC.22,429$724K0.04%-32913F-HRTimeline
MML INVESTORS SERVICES, LLC22,418$724K<0.01%+3,83713F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC22,121$715K0.36%-1,09313F-HRTimeline
RFG Advisory, LLC21,432$692K0.02%-1,37413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC20,586$665K<0.01%+2,58013F-HRTimelineGroup
Independent Wealth Network Inc.19,448$628K0.25%+36313F-HRTimeline
ACAS, LLC18,011$594K0.44%+10013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,681$571K<0.01%-61,79813F-HRTimelineGroup
Private Advisor Group, LLC16,369$529K<0.01%+91013F-HRTimeline
MKD WEALTH COACHES, LLC15,740$508K0.51%13F-HRTimeline
AE Wealth Management LLC14,842$479K<0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,519$437K<0.01%13F-HR/ATimelineGroup
Harvest Investment Services, LLC12,914$417K0.1%-8613F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.12,400$401K0.13%013F-HRTimeline
Western Wealth Management, LLC10,941$353K0.02%+3,49113F-HR/ATimeline
Atria Investments, Inc10,530$340K<0.01%-2713F-HRTimeline
Advisory Services Network, LLC10,530$340K0.01%-13613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,641$311K<0.01%-39113F-HRTimelineGroup
Schechter Investment Advisors, LLC8,114$262K0.02%013F-HRTimeline
D.B. Root & Company, LLC7,818$253K0.08%-15813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,048$228K<0.01%new13F-HRTimelineGroup
Atlas Private Wealth Advisors7,040$227K0.03%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,018$227K0.01%new13F-HRTimelineGroup
Advisor Resource Council6,704$217K0.16%new13F-HRTimeline
Capital Investment Advisory Services, L…6,678$216K0.02%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC6,580$213K0.17%13F-HRTimeline
Kingsview Wealth Management, LLC6,565$212K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC4,198$136K0.03%013F-HRTimeline
Bellwether Advisors, LLC3,396$110K0.02%new13F-HRTimeline
AdvisorNet Financial, Inc3,200$103K0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…2,978$98.4K0.01%+1813F-HRTimeline
HARBOUR INVESTMENTS, INC.2,232$72.1K<0.01%013F-HRTimeline
Global Retirement Partners, LLC1,476$47.7K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,428$46.1K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,000$32.3K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.975$31K0.01%-1213F-HRTimeline
DHJJ Financial Advisors, Ltd.555$17.9K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC452$15K<0.01%-2613F-HRTimelineGroup
Financial Network Wealth Advisors LLC405$13.1K0.02%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA318$10K<0.01%new13F-HRTimelineGroup