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Disclosery

BUFB INNOVATOR ETFS TRUST

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LADDERED ALC BFR (fund)

73 managers (73 13F filers) reported a position in BUFB shares at 2025-03-31, 4,910,344 shares in all. 12 filers opened a position and 4 filers sold out during the quarter.

Managers
73
13F filers
73
New
12
Added
32
Reduced
19
Sold out
4
Shares held by filers
4,910,344

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC580,500$18.4M0.94%+100,52313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC577,286$18.1M0.5%+109,43613F-HRTimeline
LPL Financial LLC300,945$9.46M<0.01%+63,90513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.271,175$8.52M0.02%-3,40013F-HRTimelineGroup
Seros Financial, LLC202,607$6.37M4.76%new13F-HRTimeline
4J Wealth Management LLC201,453$6.33M4.99%+62,19013F-HRTimeline
HighTower Advisors, LLC197,784$6.21M0.01%+8,81013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC169,508$5.33M<0.01%+15,29413F-HRTimelineGroup
Encompass More Asset Management167,469$5.26M1.57%+17,52213F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC155,534$4.89M2.03%+69,10613F-HRTimeline
Syntegra Private Wealth Group, LLC151,099$4.75M0.56%+85,77213F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …145,225$4.54M0.34%-48513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC139,589$4.39M<0.01%+126,07013F-HRTimelineGroup
Cetera Investment Advisers130,553$4.1M0.01%+27,17213F-HRTimeline
GWN SECURITIES INC.128,412$4.03M0.23%+68,19913F-HRTimeline
KFG WEALTH MANAGEMENT, LLC114,267$3.59M0.65%+7,61513F-HRTimeline
Kathmere Capital Management, LLC90,772$2.85M0.24%+38613F-HRTimeline
MTM FINANCIAL GROUP, LLC78,413$2.46M1.44%+3,72513F-HRTimeline
Wealthspire Retirement, LLC74,049$2.33M0.18%+2,55913F-HRTimeline
World Investment Advisors72,009$2.26M0.06%-1,63113F-HRTimeline
Visionary Wealth Advisors71,312$2.24M0.13%-14,53813F-HRTimeline
Cambridge Investment Research Advisors,…68,773$2.16M0.01%+6,43113F-HRTimeline
OPTIMA CAPITAL LLC62,796$1.97M1.26%+13,50413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC61,031$1.92M0.06%+54,01313F-HRTimelineGroup
Diligent Investors, LLC46,958$1.48M0.36%-38013F-HRTimeline
Steward Partners Investment Advisory, L…46,503$1.46M0.01%-39,37613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC43,034$1.39M0.03%013F-HRTimelineGroup
Bedel Financial Consulting, Inc.43,733$1.37M0.2%-3,93713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,559$1.09M<0.01%+27,51113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC32,061$1.01M<0.01%+9,64313F-HRTimeline
OFC FINANCIAL PLANNING, LLC31,961$1M1.14%+34113F-HRTimeline
Balance Wealth Partners LLC31,297$983K0.64%13F-HRTimeline
CENTAURUS FINANCIAL, INC.30,959$973K0.06%+8,53013F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC28,172$885K0.45%+6,05113F-HRTimeline
ACAS, LLC21,828$685K0.52%+3,81713F-HRTimeline
RFG Advisory, LLC21,432$673K0.02%013F-HRTimeline
Independent Wealth Network Inc.20,797$653K0.26%+1,34913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC20,095$631K<0.01%-49113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,987$565K<0.01%+30613F-HRTimelineGroup
MKD WEALTH COACHES, LLC15,740$495K0.56%013F-HRTimeline
Private Advisor Group, LLC15,225$478K<0.01%-1,14413F-HRTimeline
Kingsview Wealth Management, LLC13,904$437K0.01%+7,33913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC12,930$406K<0.01%new13F-HRTimeline
Western Wealth Management, LLC12,887$405K0.03%+1,94613F-HRTimeline
Harvest Investment Services, LLC12,882$405K0.11%-3213F-HRTimeline
Curtis Advisory Group, LLC12,215$384K0.11%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC11,099$349K0.01%new13F-HR/ATimeline
Virtue Capital Management, LLC10,724$336K0.04%new13F-HRTimeline
Atria Investments, Inc10,430$328K<0.01%-10013F-HRTimeline
Advisory Services Network, LLC10,430$328K0.01%-10013F-HRTimeline
Heritage Wealth Management, Inc.10,411$327K0.11%new13F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.10,400$327K0.1%-2,00013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,769$307K<0.01%new13F-HRTimelineGroup
Schechter Investment Advisors, LLC8,114$255K0.02%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC8,078$254K0.05%+3,88013F-HRTimeline
D.B. Root & Company, LLC7,818$246K0.08%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…7,486$235K0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…6,599$207K0.02%-7913F-HRTimeline
AE Wealth Management LLC3,901$123K<0.01%-10,94113F-HRTimeline
AdvisorNet Financial, Inc3,400$107K0.01%+20013F-HRTimeline
Bellwether Advisors, LLC3,396$107K0.02%013F-HRTimeline
UBS Group AGin group UBS Group AG2,693$84.6K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,082$65.4K<0.01%-15013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,000$31.4K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.975$31K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.605$19K0.01%+5013F-HRTimeline
Financial Network Wealth Advisors LLC405$12.7K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC254$8K<0.01%-19813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA241$8K<0.01%-7713F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…144$4.52K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC87$2.73K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY83$2.61K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-2,97813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.