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Innovator US Equity Buffer ETF July

122 hedge funds and large institutions have $177M invested in Innovator US Equity Buffer ETF July in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1.57% less ownership

Funds ownership: 71.23%69.66% (-1.6%)

3% less funds holding

Funds holding: 126122 (-4)

6% less capital invested

Capital invested by funds: $188M → $177M (-$10.4M)

77% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 57

Holders
122
Holders Change
-4
Holders Change %
-3.17%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
13
Reduced
57
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1
Penserra Capital Management
California
$20.1M +$2.05M +40,419 +11%
CA
2
COFG Advisors
Illinois
$18M -$361K -7,109 -2%
IIA
3
Integral Investment Advisors
California
$14.2M +$202K +3,979 +1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.91M -$250K -4,915 -2%
HighTower Advisors
5
HighTower Advisors
Illinois
$8.18M -$152K -3,000 -2%
Cerity Partners
6
Cerity Partners
New York
$8.05M -$110K -2,167 -1%
Osaic Holdings
7
Osaic Holdings
Arizona
$6.64M -$3.6M -70,784 -35%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$4.97M -$1.11M -21,847 -18%
RIL
9
Rothschild Investment LLC
Illinois
$4.59M -$10.2K -200 -0.2%
BA
10
Bellwether Advisors
Nebraska
$3.75M
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$3.13M -$584K -11,502 -15%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.77M +$116K +2,286 +4%
BBPWM
13
Blue Bell Private Wealth Management
Pennsylvania
$2.47M -$28.5K -561 -1%
MPCL
14
My Personal CFO LLC
Washington
$2.32M -$356K -7,000 -13%
LPL Financial
15
LPL Financial
California
$2.28M -$281K -5,522 -11%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.25M -$353K -6,949 -13%
Raymond James Financial
17
Raymond James Financial
Florida
$2.15M -$468K -9,215 -18%
S
18
SignatureFD
Georgia
$2.09M
W
19
Wealthquest
Ohio
$2.07M -$3.05K -60 -0.1%
SWM
20
Spire Wealth Management
Virginia
$2.03M +$10.8K +212 +0.5%
SCA
21
Snowden Capital Advisors
New York
$1.94M -$208K -4,094 -9%
LF
22
Lantz Financial
Illinois
$1.9M -$8.99K -177 -0.5%
SWA
23
Stratos Wealth Advisors
Ohio
$1.88M -$10.1K -199 -0.5%
FA
24
FSA Advisors
Michigan
$1.83M -$32.3K -635 -2%
KAS
25
Kestra Advisory Services
Texas
$1.76M -$40.5K -797 -2%