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Innovator Buffer Step-Up Strategy ETF

41 hedge funds and large institutions have $49.2M invested in Innovator Buffer Step-Up Strategy ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

3% more capital invested

Capital invested by funds: $47.8M → $49.2M (+$1.37M)

35% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 17

Holders
41
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DBRC
1
D.B. Root & Company
Pennsylvania
$7.61M
SS
2
Sunbelt Securities
Texas
$7.41M
Osaic Holdings
3
Osaic Holdings
Arizona
$4.11M
CTFG
4
Capstone Triton Financial Group
Oklahoma
$3.3M
CA
5
Cambridge Advisors
Nebraska
$3.1M
NFG
6
Nations Financial Group
Iowa
$2.72M
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$2.29M
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.01M
VBFP
9
Valtinson Bruner Financial Planning
Minnesota
$1.79M
CIAS
10
Capital Investment Advisory Services
North Carolina
$1.51M
OMC
11
Old Mission Capital
Illinois
$1.39M
VCWM
12
Vista Cima Wealth Management
Arizona
$1.18M
OFP
13
OFC Financial Planning
New Jersey
$1.15M
BCM
14
Brookstone Capital Management
Illinois
$995K
HighTower Advisors
15
HighTower Advisors
Illinois
$941K
KF
16
Krilogy Financial
Missouri
$827K
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$826K
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$816K
SEIA
19
Signature Estate & Investment Advisors
California
$706K
LPL Financial
20
LPL Financial
California
$585K
GM
21
GeoWealth Management
Illinois
$538K
ACM
22
Arlington Capital Management
Illinois
$500K
PS
23
Principal Securities
Iowa
$449K
DWM
24
Diversify Wealth Management
Utah
$294K
MFG
25
Merit Financial Group
Georgia
$294K