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Disclosery

BUFB INNOVATOR ETFS TRUST

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LADDERED ALC BFR (fund)

76 managers (76 13F filers) reported a position in BUFB shares at 2025-09-30, 4,436,406 shares in all. 2 filers opened a position and 5 filers sold out during the quarter.

Managers
76
13F filers
76
New
2
Added
37
Reduced
25
Sold out
5
Shares held by filers
4,436,406

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC452,850$16.2M0.7%-28,54113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC452,850$16.2M0.34%-26,94013F-HRTimeline
LPL Financial LLC296,292$10.6M<0.01%+11,61113F-HRTimeline
HighTower Advisors, LLC253,806$9.07M0.01%+14,60213F-HRTimeline
Seros Financial, LLC214,270$7.66M4.63%+6,67713F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC197,146$7.05M<0.01%+7,76313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.185,578$6.49M0.01%+13,05313F-HRTimelineGroup
Syntegra Private Wealth Group, LLC179,171$6.4M0.6%+24,93813F-HRTimeline
GWN SECURITIES INC.173,959$6.22M1.44%+24,29113F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC171,397$6.13M2.13%+1,22513F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …148,842$5.38M0.31%+3,11013F-HRTimelineGroup
Cetera Investment Advisers133,458$4.77M0.01%-1,30413F-HRTimeline
KFG WEALTH MANAGEMENT, LLC117,122$4.19M0.6%+1,45713F-HRTimeline
Kathmere Capital Management, LLC87,890$3.14M0.22%+213F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC75,809$2.71M1.87%+41,63313F-HRTimeline
Wealthspire Retirement, LLC73,395$2.62M0.17%+63013F-HR/ATimeline
MTM FINANCIAL GROUP, LLC70,321$2.51M1.24%-8,21913F-HRTimeline
Cambridge Investment Research Advisors,…70,317$2.51M0.01%-1,22513F-HRTimeline
World Investment Advisors69,895$2.5M0.05%+1,96613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC62,057$2.22M0.04%+4,69713F-HRTimelineGroup
OPTIMA CAPITAL LLC60,680$2.17M1.05%-3,05113F-HRTimeline
Heritage Wealth Management, Inc.48,986$1.75M0.51%+22,38613F-HRTimeline
Diligent Investors, LLC42,442$1.52M0.38%-2,74113F-HRTimeline
Bedel Financial Consulting, Inc.42,219$1.51M0.19%-64613F-HRTimeline
Encompass More Asset Management37,397$1.34M0.26%-132,59913F-HRTimeline
CENTAURUS FINANCIAL, INC.35,916$1.28M0.06%+5,09313F-HRTimeline
Balance Wealth Partners LLC35,921$1.28M0.32%-1,77913F-HRTimeline
MML INVESTORS SERVICES, LLC35,296$1.26M<0.01%+3,23613F-HRTimeline
Visionary Wealth Advisors34,077$1.22M0.06%-76213F-HRTimeline
OFC FINANCIAL PLANNING, LLC31,808$1.14M1.13%-55413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC30,348$1.08M0.03%+4,09713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,016$966K<0.01%+16,76313F-HRTimelineGroup
CONTINUUM WEALTH ADVISORS, LLC25,694$918K0.39%-2,34713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC24,208$865K<0.01%+2,58713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP23,434$838K<0.01%+79213F-HRTimelineGroup
Curtis Advisory Group, LLC23,177$828K0.19%+42913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC23,047$824K<0.01%-3,65513F-HRTimelineGroup
Steward Partners Investment Advisory, L…22,900$818K<0.01%-17,35013F-HRTimeline
4J Wealth Management LLC22,329$798K0.47%-3,24113F-HRTimeline
Kingsview Wealth Management, LLC22,183$793K0.01%+5,12813F-HRTimeline
Independent Wealth Network Inc.21,808$779K0.25%+1,14813F-HRTimeline
RFG Advisory, LLC20,300$726K0.02%013F-HRTimeline
Private Advisor Group, LLC17,238$616K<0.01%+14513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC16,984$607K0.02%+5,88513F-HRTimeline
FORONJY FINANCIAL LLC16,815$601K0.26%+6,95613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC16,671$596K<0.01%+84813F-HRTimeline
MKD WEALTH COACHES, LLC15,740$563K0.56%013F-HRTimeline
Caliber Wealth Management, LLC / KS13,287$475K0.05%013F-HRTimeline
Harvest Investment Services, LLC12,882$460K0.09%+813F-HRTimeline
Western Wealth Management, LLC12,743$455K0.02%-14413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,626$451K<0.01%new13F-HRTimelineGroup
VestGen Advisors, LLC10,818$387K0.01%+29613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management10,754$384K<0.01%+98513F-HRTimelineGroup
INTEGRAL INVESTMENT ADVISORS, INC.10,400$372K0.1%013F-HRTimeline
Atria Investments, Inc9,684$346K<0.01%-7613F-HRTimeline
Advisory Services Network, LLC9,684$346K0.01%-7013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC9,624$344K0.05%+1,54613F-HRTimeline
Arax Advisory Partners8,113$290K<0.01%-113F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC7,755$277K0.19%013F-HRTimeline
Capital Investment Advisory Services, L…7,407$265K0.02%+7013F-HRTimeline
D.B. Root & Company, LLC7,287$260K0.07%-32013F-HRTimeline
IBEX WEALTH ADVISORS7,216$258K0.02%+1,15913F-HRTimeline
BLVD Private Wealth, LLC6,060$217K0.19%-2,17613F-HRTimeline
Capital Investment Advisors, LLC5,880$210K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc4,100$147K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,846$66K<0.01%-20313F-HRTimeline
DHJJ Financial Advisors, Ltd.1,635$58.4K0.02%013F-HRTimeline
Global Retirement Partners, LLC1,476$52.8K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,388$49.6K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,000$35.7K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC405$14.5K0.02%013F-HRTimeline
AE Wealth Management LLC329$11.8K<0.01%-2213F-HRTimeline
CWM, LLCin group CWM, LLC310$11K<0.01%+5613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY289$10.3K<0.01%+20613F-HR/ATimelineGroup
HAZLETT, BURT & WATSON, INC.219$8K<0.01%013F-HRTimeline
IFP Advisors, Inc130$4.65K<0.01%-10013F-HR/ATimeline