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Innovator US Equity Buffer ETF September

115 hedge funds and large institutions have $189M invested in Innovator US Equity Buffer ETF September in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 47 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

12% more funds holding

Funds holding: 103115 (+12)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $192M → $189M (-$2.61M)

6.45% less ownership

Funds ownership: 83.58%77.12% (-6.5%)

62% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 47

Holders
115
Holders Change
+12
Holders Change %
+11.65%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
18
Reduced
47
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$29.2M +$1.53M +31,368 +6%
OWA
2
Outlook Wealth Advisors
Texas
$19.8M -$141K -2,888 -0.7%
PCM
3
Penserra Capital Management
California
$18.4M -$858K -17,631 -4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$11.2M -$2.99M -61,509 -21%
Osaic Holdings
5
Osaic Holdings
Arizona
$11M -$718K -14,752 -6%
Cerity Partners
6
Cerity Partners
New York
$8.84M +$26.2K +539 +0.3%
Raymond James Financial
7
Raymond James Financial
Florida
$4.74M +$39.2K +805 +0.8%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$4.29M -$118K -2,419 -3%
KAS
9
Kestra Advisory Services
Texas
$3.87M -$4.62K -95 -0.1%
HighTower Advisors
10
HighTower Advisors
Illinois
$3.58M
LF
11
Lantz Financial
Illinois
$3.13M -$15.4K -317 -0.5%
DI
12
Diligent Investors
California
$2.58M -$198K -4,062 -7%
IIA
13
Integral Investment Advisors
California
$2.34M -$3.65K -75 -0.2%
FHC
14
First Heartland Consultants
Missouri
$2.13M +$2.1M +43,207 New
GS
15
GWN Securities
Florida
$2.08M +$514K +10,552 +33%
OMC
16
Old Mission Capital
Illinois
$2M +$1.24M +25,411 +168%
AI
17
Atria Investments
North Carolina
$1.96M +$1.94M +39,844 New
WP
18
WealthPLAN Partners
Nebraska
$1.89M -$633 -13 -0%
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$1.77M +$113K +2,312 +7%
DFA
20
DHJJ Financial Advisors
Illinois
$1.76M -$16.7K -343 -1%
SCA
21
Snowden Capital Advisors
New York
$1.62M
LPL Financial
22
LPL Financial
California
$1.62M -$301K -6,195 -16%
FA
23
FSA Advisors
Michigan
$1.56M -$21.7K -446 -1%
MML Investors Services
24
MML Investors Services
Massachusetts
$1.55M +$78.5K +1,614 +5%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.45M -$1.81M -37,273 -56%