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Innovator US Equity 5 to 15 Buffer ETF Quarterly

54 hedge funds and large institutions have $108M invested in Innovator US Equity 5 to 15 Buffer ETF Quarterly in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
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
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$17.8M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$11.8M
BCI
3
Brinker Capital Investments
Pennsylvania
$9.18M
MA
4
Mutual Advisors
Nebraska
$9.14M
BCM
5
Brookstone Capital Management
Illinois
$6.93M
SW
6
SMART Wealth
Nebraska
$6.77M
Raymond James Financial
7
Raymond James Financial
Florida
$6.07M
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$4.08M
Osaic Holdings
9
Osaic Holdings
Arizona
$2.33M
FFA
10
Farther Finance Advisors
California
$2.29M
TWP
11
Triad Wealth Partners
Kansas
$2.26M
AI
12
Atria Investments
North Carolina
$2.16M
IWM
13
IHT Wealth Management
Illinois
$2.03M
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.91M
EMAM
15
Encompass More Asset Management
California
$1.78M
AAS
16
Ameritas Advisory Services
Nebraska
$1.72M
BIG
17
Brookwood Investment Group
Arizona
$1.19M
RA
18
RFG Advisory
Alabama
$1.17M
LJCM
19
Lee Johnson Capital Management
Texas
$1.14M
AWM
20
Arista Wealth Management
Nevada
$1.06M
HI
21
Harbour Investments
Wisconsin
$950K
BFWM
22
Bright Futures Wealth Management
New York
$933K
T
23
Tableaux
Massachusetts
$907K
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$888K
PCA
25
Prosperity Capital Advisors
Ohio
$794K