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Innovator US Equity Buffer ETF August

106 hedge funds and large institutions have $158M invested in Innovator US Equity Buffer ETF August in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

7% more funds holding

Funds holding: 99106 (+7)

2.56% more ownership

Funds ownership: 69.61%72.17% (+2.6%)

3% more capital invested

Capital invested by funds: $153M → $158M (+$4.66M)

57% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 42

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
106
Holders Change
+7
Holders Change %
+7.07%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
18
Reduced
42
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$30.2M +$1.69M +34,165 +6%
PCM
2
Penserra Capital Management
California
$18.5M -$849K -17,183 -4%
Osaic Holdings
3
Osaic Holdings
Arizona
$11.9M -$167K -3,388 -1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$10.1M -$1.41M -28,476 -12%
Cerity Partners
5
Cerity Partners
New York
$6.66M -$54.8K -1,109 -0.8%
Raymond James Financial
6
Raymond James Financial
Florida
$5.29M -$1.42M -28,832 -21%
HighTower Advisors
7
HighTower Advisors
Illinois
$4.37M +$88.5K +1,793 +2%
KAS
8
Kestra Advisory Services
Texas
$3.81M +$32.4K +657 +0.9%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$2.76M -$172K -3,484 -6%
DI
10
Diligent Investors
California
$2.74M -$150K -3,034 -5%
LPL Financial
11
LPL Financial
California
$2.44M -$21.9K -443 -0.9%
BPA
12
Beacon Pointe Advisors
California
$2.22M +$307K +6,208 +16%
TWM
13
TopTier Wealth Management
Wisconsin
$2.09M +$2.06M +41,730 New
OMC
14
Old Mission Capital
Illinois
$1.95M +$249K +5,051 +15%
CFG
15
Chapman Financial Group
Hawaii
$1.7M
BWM
16
BCS Wealth Management
Tennessee
$1.68M +$821K +16,617 +98%
SCA
17
Snowden Capital Advisors
New York
$1.67M
BBPWM
18
Blue Bell Private Wealth Management
Pennsylvania
$1.64M -$33.8K -684 -2%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.64M -$79.3K -1,606 -5%
IIA
20
Integral Investment Advisors
California
$1.57M -$3.7K -75 -0.2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.54M -$16.4K -333 -1%
BFA
22
Beacon Financial Advisory
Ohio
$1.35M +$166K +3,365 +14%
FA
23
FSA Advisors
Michigan
$1.35M +$3.06K +62 +0.2%
LF
24
Lantz Financial
Illinois
$1.28M -$346 -7 -0%
WIA
25
World Investment Advisors
California
$1.2M +$88.6K +1,795 +8%