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Innovator Buffer Step-Up Strategy ETF

39 hedge funds and large institutions have $47.8M invested in Innovator Buffer Step-Up Strategy ETF in 2025 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

31% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 16

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
39
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
SS
1
Sunbelt Securities
Texas
$9.24M
DBRC
2
D.B. Root & Company
Pennsylvania
$8.24M
RC
3
Rovin Capital
Arizona
$3.8M
CA
4
Cambridge Advisors
Nebraska
$3.21M
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.81M
NFG
6
Nations Financial Group
Iowa
$2.76M
VBFP
7
Valtinson Bruner Financial Planning
Minnesota
$1.85M
CTFG
8
Capstone Triton Financial Group
Oklahoma
$1.65M
VCWM
9
Vista Cima Wealth Management
Arizona
$1.38M
CIAS
10
Capital Investment Advisory Services
North Carolina
$1.35M
LPL Financial
11
LPL Financial
California
$1.23M
OFP
12
OFC Financial Planning
New Jersey
$1.18M
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.08M
BCM
14
Brookstone Capital Management
Illinois
$1.03M
HighTower Advisors
15
HighTower Advisors
Illinois
$962K
KF
16
Krilogy Financial
Missouri
$823K
OMC
17
Old Mission Capital
Illinois
$803K
SEIA
18
Signature Estate & Investment Advisors
California
$718K
PS
19
Principal Securities
Iowa
$701K
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$683K
BFC
21
Bedel Financial Consulting
Indiana
$315K
DWM
22
Diversify Wealth Management
Utah
$294K
MFG
23
Merit Financial Group
Georgia
$285K
Osaic Holdings
24
Osaic Holdings
Arizona
$230K
FA
25
FSA Advisors
Michigan
$230K