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Disclosery

BUFB INNOVATOR ETFS TRUST

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LADDERED ALC BFR (fund)

84 managers (84 13F filers) reported a position in BUFB shares at 2025-12-31, 4,135,161 shares in all. 10 filers opened a position and 4 filers sold out during the quarter.

Managers
84
13F filers
84
New
10
Added
34
Reduced
24
Sold out
4
Shares held by filers
4,135,161

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LPL Financial LLC323,228$11.8M<0.01%+26,93613F-HRTimeline
HighTower Advisors, LLC275,965$10.1M0.01%+22,15913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC221,348$8.11M<0.01%+24,20213F-HRTimelineGroup
Seros Financial, LLC220,808$8.09M4.74%+6,53813F-HRTimeline
GWN SECURITIES INC.216,226$7.92M1.6%+42,26713F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC191,320$7.01M2.26%+19,92313F-HRTimeline
Syntegra Private Wealth Group, LLC189,195$6.93M0.64%+10,02413F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …181,796$6.72M0.31%+32,95413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.176,699$6.47M0.01%-8,87913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC164,691$6.03M0.01%+148,02013F-HRTimeline
Cetera Investment Advisers142,172$5.21M0.01%+8,71413F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC141,548$5.19M3.53%+65,73913F-HRTimeline
KFG WEALTH MANAGEMENT, LLC114,526$4.2M0.56%-2,59613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…92,128$3.38M0.01%new13F-HR/ATimelineGroup
Kathmere Capital Management, LLC83,167$3.05M0.21%-4,72313F-HRTimeline
World Investment Advisors77,745$2.85M0.05%+7,85013F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC76,804$2.81M0.04%+14,74713F-HRTimelineGroup
Wealthspire Retirement, LLC75,794$2.78M0.17%+2,39913F-HRTimeline
Cambridge Investment Research Advisors,…71,612$2.62M0.01%+1,29513F-HRTimeline
Heritage Wealth Management, Inc.68,843$2.52M0.7%+19,85713F-HRTimeline
MTM FINANCIAL GROUP, LLC64,664$2.37M1.13%-5,65713F-HRTimeline
OPTIMA CAPITAL LLC61,021$2.24M0.97%+34113F-HRTimeline
Bedel Financial Consulting, Inc.51,151$1.87M0.2%+8,93213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC44,764$1.64M<0.01%+20,55613F-HRTimelineGroup
Diligent Investors, LLC41,627$1.53M0.38%-81513F-HRTimeline
Encompass More Asset Management37,584$1.38M0.26%+18713F-HRTimeline
MML INVESTORS SERVICES, LLC36,456$1.34M<0.01%+1,16013F-HRTimeline
Balance Wealth Partners LLC35,809$1.31M0.42%-11213F-HRTimeline
Visionary Wealth Advisors34,331$1.26M0.06%+25413F-HRTimeline
OFC FINANCIAL PLANNING, LLC33,566$1.23M1.17%+1,75813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC33,006$1.21M0.03%+2,65813F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC32,602$1.19M<0.01%+9,55513F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.31,556$1.16M0.05%-4,36013F-HRTimeline
Kingsview Wealth Management, LLC29,329$1.07M0.02%+7,14613F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC25,421$931K0.36%-27313F-HRTimeline
Steward Partners Investment Advisory, L…23,752$870K<0.01%+85213F-HRTimeline
Curtis Advisory Group, LLC23,177$849K0.18%013F-HRTimeline
4J Wealth Management LLC21,854$801K0.46%-47513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP20,262$742K<0.01%-3,17213F-HRTimelineGroup
RFG Advisory, LLC19,755$724K0.01%-54513F-HRTimeline
FORONJY FINANCIAL LLC18,950$694K0.29%+2,13513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC18,140$665K0.02%+1,15613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC17,742$650K0.01%-435,10813F-HR/ATimeline
Private Advisor Group, LLC17,238$632K<0.01%013F-HRTimeline
Capital Asset Advisory Services LLC17,007$628K0.03%-435,84313F-HRTimeline
MKD WEALTH COACHES, LLC15,740$577K0.58%013F-HRTimeline
Caliber Wealth Management, LLC / KS13,111$480K0.05%-17613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management13,106$480K0.01%+2,35213F-HRTimelineGroup
OLD MISSION CAPITAL LLC12,892$472K0.02%new13F-HRTimeline
Harvest Investment Services, LLC12,882$472K0.09%013F-HRTimeline
Simplicity Wealth,LLC12,714$466K0.03%new13F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.12,650$463K0.11%+2,25013F-HRTimeline
Vantage Financial Partners, LLC12,434$456K0.09%new13F-HRTimeline
Western Wealth Management, LLC12,394$454K0.02%-34913F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC9,624$353K0.05%013F-HRTimeline
Atria Investments, Inc9,472$347K<0.01%-21213F-HRTimeline
Advisory Services Network, LLC9,472$347K<0.01%-21213F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC9,155$335K0.23%+1,40013F-HRTimeline
Arax Advisory Partners8,114$297K0.01%+113F-HRTimeline
INTEGRITY ALLIANCE, LLC.7,629$279K0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…7,486$274K0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…7,239$265K0.02%-16813F-HRTimeline
D.B. Root & Company, LLC7,194$264K0.06%-9313F-HRTimeline
VestGen Advisors, LLC6,993$256K0.01%-3,82513F-HRTimeline
COFG Advisors, LLC6,775$248K0.06%13F-HRTimeline
Capital Investment Advisors, LLC5,880$215K<0.01%013F-HRTimeline
Foundations Investment Advisors, LLC5,709$209K<0.01%new13F-HRTimeline
BLVD Private Wealth, LLC5,559$204K0.18%-50113F-HRTimeline
AdvisorNet Financial, Inc4,100$150K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.2,261$82.8K0.03%+62613F-HRTimeline
Global Retirement Partners, LLC1,476$54.1K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,388$50.8K<0.01%013F-HRTimeline
SageView Advisory Group, LLC1,031$37.8K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,000$36.6K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.811$29.7K<0.01%-1,03513F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC700$25.6K0.02%13F-HRTimeline
Financial Network Wealth Advisors LLC405$14.8K0.02%013F-HRTimeline
Allworth Financial LP400$14.7K<0.01%new13F-HRTimeline
AE Wealth Management LLC329$12.1K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.219$8K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC163$6K<0.01%-14713F-HRTimelineGroup
IFP Advisors, Inc130$4.76K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY83$3.04K<0.01%-20613F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/62$2.28K<0.01%new13F-HRTimelineGroup