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Disclosery

BUFB INNOVATOR ETFS TRUST

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LADDERED ALC BFR (fund)

86 managers (86 13F filers) reported a position in BUFB shares at 2026-03-31, 4,241,257 shares in all. 11 filers opened a position and 7 filers sold out during the quarter.

Managers
86
13F filers
86
New
11
Added
31
Reduced
26
Sold out
7
Shares held by filers
4,241,257

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
LPL Financial LLC383,596$13.8M<0.01%+60,36813F-HRTimeline
HighTower Advisors, LLC290,949$10.4M0.01%+14,98413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC234,345$8.42M<0.01%+12,99713F-HRTimelineGroup
GWN SECURITIES INC.228,016$8.19M1.57%+11,79013F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC213,581$7.67M2.08%+22,26113F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …199,050$7.57M0.14%+17,25413F-HRTimelineGroup
Syntegra Private Wealth Group, LLC193,108$6.93M0.66%+3,91313F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC183,120$6.58M4.2%+41,57213F-HRTimeline
Cetera Investment Advisers166,140$5.97M0.01%+23,96813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC165,201$5.93M0.01%+51013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.163,624$5.88M0.01%-13,07513F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC115,810$4.16M0.54%+1,28413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC112,158$4.03M0.06%+35,35413F-HRTimelineGroup
Kathmere Capital Management, LLC82,829$2.97M0.18%-33813F-HRTimeline
Encompass More Asset Management81,788$2.94M0.5%+44,20413F-HRTimeline
World Investment Advisors78,496$2.82M0.05%+75113F-HRTimeline
Heritage Wealth Management, Inc.73,323$2.63M1.3%+4,48013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…72,743$2.61M<0.01%-19,38513F-HRTimelineGroup
Cambridge Investment Research Advisors,…69,459$2.49M0.01%-2,15313F-HRTimeline
OPTIMA CAPITAL LLC67,484$2.42M1.13%+6,46313F-HRTimeline
MTM FINANCIAL GROUP, LLC65,790$2.36M1.11%+1,12613F-HRTimeline
Wealthspire Retirement, LLC58,358$2.1M0.13%-17,43613F-HRTimeline
Bedel Financial Consulting, Inc.56,626$2.03M0.23%+5,47513F-HRTimeline
Caliber Wealth Management, LLC / KS49,832$1.79M0.2%+36,72113F-HRTimeline
Seros Financial, LLC48,854$1.75M1.12%-171,95413F-HRTimeline
Kingsview Wealth Management, LLC45,256$1.63M0.02%+15,92713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC42,160$1.51M<0.01%-2,60413F-HRTimelineGroup
Diligent Investors, LLC41,097$1.48M0.37%-53013F-HRTimeline
MML INVESTORS SERVICES, LLC40,696$1.46M<0.01%+4,24013F-HRTimeline
CENTAURUS FINANCIAL, INC.33,564$1.21M0.06%+2,00813F-HRTimeline
OFC FINANCIAL PLANNING, LLC33,529$1.2M1.18%-3713F-HRTimeline
Balance Wealth Partners LLC33,262$1.19M0.37%-2,54713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC33,074$1.19M0.03%+6813F-HRTimelineGroup
Visionary Wealth Advisors30,720$1.1M0.05%-3,61113F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC25,380$911K0.38%-4113F-HRTimeline
Steward Partners Investment Advisory, L…23,702$851K<0.01%-5013F-HRTimeline
Curtis Advisory Group, LLC23,177$832K0.18%013F-HRTimeline
FORONJY FINANCIAL LLC22,048$792K0.33%+3,09813F-HRTimeline
4J Wealth Management LLC21,309$765K0.43%-54513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,382$696K<0.01%-88013F-HRTimelineGroup
RFG Advisory, LLC18,100$650K0.01%-1,65513F-HRTimeline
Private Advisor Group, LLC16,734$601K<0.01%-50413F-HRTimeline
Capital Investment Advisory Services, L…16,119$579K0.04%+8,88013F-HRTimeline
MKD WEALTH COACHES, LLC15,740$565K0.56%013F-HRTimeline
Arlington Capital Management, Inc.14,061$505K0.28%new13F-HRTimeline
Harvest Investment Services, LLC12,882$463K0.08%013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.12,250$440K0.11%-40013F-HRTimeline
Simplicity Wealth,LLC12,246$440K0.02%-46813F-HRTimeline
Western Wealth Management, LLC12,132$436K0.02%-26213F-HR/ATimeline
Brookstone Capital Managementin group Brookstone Capital Management12,111$435K<0.01%-99513F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC11,763$422K0.01%-6,37713F-HRTimeline
Atria Investments, Inc11,687$420K<0.01%+2,21513F-HRTimeline
Advisory Services Network, LLC11,687$420K0.01%+2,21513F-HRTimeline
IBEX WEALTH ADVISORS10,056$361K0.03%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC9,765$351K0.05%+14113F-HRTimeline
Capital Asset Advisory Services LLC8,796$334K0.01%-8,21113F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC9,010$324K0.23%-14513F-HRTimeline
Farther Finance Advisors, LLC8,796$319K<0.01%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp8,664$311K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC8,663$311K0.01%new13F-HRTimelineGroup
Arax Advisory Partners8,114$291K0.01%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.7,629$274K0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…7,486$269K0.01%013F-HRTimelineGroup
VestGen Advisors, LLC6,762$262K0.01%-23113F-HRTimeline
D.B. Root & Company, LLC7,194$258K0.06%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,153$257K<0.01%new13F-HRTimelineGroup
COFG Advisors, LLC6,775$243K0.06%013F-HRTimeline
Capital Investment Advisors, LLC5,880$211K<0.01%013F-HR/ATimeline
AdvisorNet Financial, Inc4,100$147K0.01%013F-HRTimeline
Dunhill Financial, LLC3,410$122K0.03%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,000$70.6K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.1,951$70.1K0.02%-31013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,500$53.9K0.04%+80013F-HRTimeline
CoreCap Advisors, LLC1,388$49.8K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,217$43.7K<0.01%+40613F-HRTimeline
TopTier Wealth Management, LLC1,201$43.1K0.03%new13F-HRTimeline
Benson Wealth Management INC1,181$42.4K0.06%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,000$35.9K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC405$14.5K0.01%013F-HRTimeline
AE Wealth Management LLC332$11.9K<0.01%+313F-HRTimeline
HAZLETT, BURT & WATSON, INC.219$8K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC163$5.85K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc130$4.67K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY83$2.98K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/62$2.23K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO24$846<0.01%new13F-HR/ATimelineGroup