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Disclosery

BUFB INNOVATOR ETFS TRUST

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LADDERED ALC BFR (fund)

81 managers (81 13F filers) reported a position in BUFB shares at 2025-06-30, 4,461,850 shares in all. 9 filers opened a position and 4 filers sold out during the quarter.

Managers
81
13F filers
81
New
9
Added
28
Reduced
28
Sold out
4
Shares held by filers
4,461,850

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Capital Asset Advisory Services LLC481,391$16.3M0.76%-99,10913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC479,790$16.3M0.39%-97,49613F-HRTimeline
LPL Financial LLC284,681$9.64M<0.01%-16,26413F-HRTimeline
HighTower Advisors, LLC239,204$8.1M0.01%+41,42013F-HRTimeline
Seros Financial, LLC207,593$7.03M4.46%+4,98613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC189,383$6.42M<0.01%+19,87513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.172,525$5.85M0.01%-98,65013F-HR/ATimelineGroup
CAPITAL WEALTH MANAGEMENT, LLC170,172$5.77M2.15%+14,63813F-HRTimeline
Encompass More Asset Management169,996$5.76M1.35%+2,52713F-HRTimeline
Syntegra Private Wealth Group, LLC154,233$5.23M0.53%+3,13413F-HRTimeline
GWN SECURITIES INC.149,668$5.07M0.94%+21,25613F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …145,732$5.07M0.31%+50713F-HRTimelineGroup
Cetera Investment Advisers134,762$4.57M0.01%+4,20913F-HRTimeline
KFG WEALTH MANAGEMENT, LLC115,665$3.92M0.63%+1,39813F-HRTimeline
Kathmere Capital Management, LLC87,888$2.98M0.23%-2,88413F-HRTimeline
MTM FINANCIAL GROUP, LLC78,540$2.66M1.44%+12713F-HRTimeline
Wealthspire Retirement, LLC72,765$2.47M0.16%-1,28413F-HRTimeline
Cambridge Investment Research Advisors,…71,542$2.42M0.01%+2,76913F-HRTimeline
World Investment Advisors67,929$2.3M0.05%-4,08013F-HRTimeline
OPTIMA CAPITAL LLC63,731$2.16M1.16%+93513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC57,360$1.94M0.04%+14,32613F-HRTimelineGroup
Diligent Investors, LLC45,183$1.53M0.36%-1,77513F-HRTimeline
Bedel Financial Consulting, Inc.42,865$1.45M0.2%-86813F-HRTimeline
Steward Partners Investment Advisory, L…40,250$1.36M0.01%-6,25313F-HRTimeline
Balance Wealth Partners LLC37,700$1.28M0.75%+6,40313F-HRTimeline
Visionary Wealth Advisors34,839$1.18M0.06%-36,47313F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC34,176$1.16M0.88%new13F-HRTimeline
OFC FINANCIAL PLANNING, LLC32,362$1.1M1.16%+40113F-HRTimeline
MML INVESTORS SERVICES, LLC32,060$1.09M<0.01%-113F-HRTimeline
CENTAURUS FINANCIAL, INC.30,823$1.04M0.06%-13613F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC28,041$950K0.46%-13113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC26,702$905K<0.01%+6,60713F-HRTimelineGroup
Heritage Wealth Management, Inc.26,600$901K0.29%+16,18913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC26,251$889K0.02%-34,78013F-HRTimelineGroup
4J Wealth Management LLC25,570$866K0.59%-175,88313F-HRTimeline
ACAS, LLC22,128$771K0.52%+30013F-HRTimeline
Curtis Advisory Group, LLC22,748$771K0.19%+10,53313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP22,642$767K<0.01%+4,65513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC21,621$733K<0.01%-117,96813F-HRTimelineGroup
Independent Wealth Network Inc.20,660$700K0.25%-13713F-HRTimeline
RFG Advisory, LLC20,300$688K0.02%-1,13213F-HRTimeline
Private Advisor Group, LLC17,093$579K<0.01%+1,86813F-HRTimeline
Kingsview Wealth Management, LLC17,055$578K0.01%+3,15113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC15,823$536K<0.01%+2,89313F-HRTimeline
MKD WEALTH COACHES, LLC15,740$533K0.56%013F-HRTimeline
Caliber Wealth Management, LLC / KS13,287$450K0.05%new13F-HRTimeline
Western Wealth Management, LLC12,887$437K0.03%013F-HRTimeline
Harvest Investment Services, LLC12,874$436K0.1%-813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC11,099$376K0.01%013F-HRTimeline
VestGen Advisors, LLC10,522$362K0.01%new13F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.10,400$352K0.1%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,253$347K<0.01%-24,30613F-HRTimelineGroup
Advisory Services Network, LLC9,754$336K0.01%-67613F-HRTimeline
FORONJY FINANCIAL LLC9,859$334K0.16%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,769$331K<0.01%013F-HRTimelineGroup
Atria Investments, Inc9,760$331K<0.01%-67013F-HRTimeline
OLD MISSION CAPITAL LLC9,308$315K0.01%new13F-HRTimeline
BLVD Private Wealth, LLC8,236$279K0.26%13F-HRTimeline
Arax Advisory Partners8,114$275K0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC8,078$274K0.05%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC7,755$263K0.22%13F-HRTimeline
D.B. Root & Company, LLC7,607$258K0.08%-21113F-HRTimeline
Capital Investment Advisory Services, L…7,337$249K0.02%+73813F-HRTimeline
Trail Ridge Investment Advisors, LLC6,068$209K0.1%new13F-HRTimeline
IBEX WEALTH ADVISORS6,057$205K0.02%new13F-HRTimeline
AdvisorNet Financial, Inc4,100$139K0.01%+70013F-HRTimeline
Bellwether Advisors, LLC3,396$115K0.02%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,412$81.7K<0.01%-5,07413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,049$69.4K<0.01%-3313F-HRTimeline
DHJJ Financial Advisors, Ltd.1,635$55.4K0.02%+1,03013F-HRTimeline
Global Retirement Partners, LLC1,476$50K<0.01%13F-HRTimeline
CoreCap Advisors, LLC1,388$47K<0.01%+1,30113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,000$33.9K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC405$13.7K0.02%013F-HRTimeline
AE Wealth Management LLC351$11.9K<0.01%-3,55013F-HRTimeline
CWM, LLCin group CWM, LLC254$9K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc230$7.79K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.219$7K<0.01%-75613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY83$2.81K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC46$1.56K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.