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Innovator Buffer Step-Up Strategy ETF

40 hedge funds and large institutions have $45M invested in Innovator Buffer Step-Up Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+4
Holders Change %
+11.11%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
10
Reduced
16
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DBRC
1
D.B. Root & Company
Pennsylvania
$7.6M +$1.03M +29,904 +16%
SS
2
Sunbelt Securities
Texas
$7.56M -$1.27M -38,300 -14%
RC
3
Rovin Capital
Arizona
$3.6M -$174K -5,042 -5%
CA
4
Cambridge Advisors
Nebraska
$3.03M -$98.3K -2,847 -3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.98M +$40.4K +1,170 +1%
NFG
6
Nations Financial Group
Iowa
$2.28M +$222K +6,439 +11%
VBFP
7
Valtinson Bruner Financial Planning
Minnesota
$1.74M
CTFG
8
Capstone Triton Financial Group
Oklahoma
$1.5M +$1.5M +43,473 New
LPL Financial
9
LPL Financial
California
$1.24M -$5.39K -156 -0.4%
CIAS
10
Capital Investment Advisory Services
North Carolina
$1.22M -$269K -7,779 -18%
VCWM
11
Vista Cima Wealth Management
Arizona
$1.19M +$52.8K +1,529 +5%
OFP
12
OFC Financial Planning
New Jersey
$1.05M +$6.63K +192 +0.6%
BCM
13
Brookstone Capital Management
Illinois
$973K -$7.71M -223,158 -89%
FIM
14
Freedom Investment Management
Connecticut
$936K -$57.8K -1,672 -6%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$920K +$55.7K +1,612 +6%
HighTower Advisors
16
HighTower Advisors
Illinois
$885K +$15.5K +448 +2%
OMC
17
Old Mission Capital
Illinois
$873K +$82.7K +2,395 +10%
KF
18
Krilogy Financial
Missouri
$757K
PS
19
Principal Securities
Iowa
$619K -$91.9K -2,660 -13%
SEIA
20
Signature Estate & Investment Advisors
California
$596K -$17.4K -503 -3%
Citadel Advisors
21
Citadel Advisors
Florida
$551K +$160K +4,637 +41%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$532K -$19.7K -570 -4%
BFC
23
Bedel Financial Consulting
Indiana
$357K -$68.1K -1,971 -16%
MFG
24
Merit Financial Group
Georgia
$356K -$141K -4,083 -28%
DWM
25
Diversify Wealth Management
Utah
$303K -$22.1K -623 -7%