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Innovator US Equity Buffer ETF December

111 hedge funds and large institutions have $183M invested in Innovator US Equity Buffer ETF December in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

83% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 23

28% more capital invested

Capital invested by funds: $143M → $183M (+$40.4M)

7.91% more ownership

Funds ownership: 68.6%76.51% (+7.9%)

8% more funds holding

Funds holding: 103111 (+8)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
111
Holders Change
+8
Holders Change %
+7.77%
% of All Funds
1.35%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
42
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$32.4M +$27.4M +562,701 +611%
PCM
2
Penserra Capital Management
California
$18.7M -$685K -14,057 -4%
Osaic Holdings
3
Osaic Holdings
Arizona
$12M +$355K +7,292 +3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.91M -$857K -17,588 -8%
Cerity Partners
5
Cerity Partners
New York
$7.13M +$989K +20,300 +16%
Lido Advisors
6
Lido Advisors
California
$6.15M +$6.04M +124,038 New
CAM
7
Cresset Asset Management
Illinois
$4.75M
Raymond James Financial
8
Raymond James Financial
Florida
$4.69M +$689K +14,145 +18%
HighTower Advisors
9
HighTower Advisors
Illinois
$4.17M +$34.6K +710 +0.9%
Jane Street
10
Jane Street
New York
$3.9M +$3.83M +78,652 New
MPCL
11
My Personal CFO LLC
Washington
$3.69M +$3.62M +74,376 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$3.44M +$323K +6,638 +11%
MML Investors Services
13
MML Investors Services
Massachusetts
$3.26M +$767K +15,731 +31%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.17M +$678K +13,924 +28%
William Blair & Company
15
William Blair & Company
Illinois
$3.01M -$264K -5,409 -8%
BWM
16
BCS Wealth Management
Tennessee
$2.71M +$1.32M +27,134 +99%
CB
17
Chris Bulman
California
$2.51M +$365K +7,483 +17%
TWM
18
TopTier Wealth Management
Wisconsin
$2.44M +$2.4M +49,304 New
NC
19
NovaPoint Capital
Georgia
$2.4M -$134K -2,752 -5%
LPL Financial
20
LPL Financial
California
$2.21M +$105K +2,164 +5%
SB
21
Strategic Blueprint
Georgia
$2.04M +$175K +3,600 +10%
TF
22
Trek Financial
Arizona
$1.94M +$130K +2,666 +7%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.8M +$80.7K +1,657 +5%
KF
24
Krilogy Financial
Missouri
$1.68M -$24.4K -500 -1%
KAS
25
Kestra Advisory Services
Texas
$1.65M +$175K +3,590 +12%