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Innovator US Equity 5 to 15 Buffer ETF Quarterly

46 hedge funds and large institutions have $98.8M invested in Innovator US Equity 5 to 15 Buffer ETF Quarterly in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
13
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BIM
1
Bullseye Investment Management
Ohio
$27.1M
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$15M +$3.6M +110,388 +32%
3AM
3
3EDGE Asset Management
Florida
$9.33M -$1.7M -52,200 -15%
SW
4
SMART Wealth
Nebraska
$7.79M -$5.77M -177,190 -43%
BCI
5
Brinker Capital Investments
Pennsylvania
$6.62M +$4.1M +125,838 +163%
MA
6
Mutual Advisors
Nebraska
$3.65M +$1.28M +38,493 +54%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.37M +$309K +9,488 +10%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.25M -$5.91M -181,351 -65%
Raymond James Financial
9
Raymond James Financial
Florida
$3.1M -$2.77M -85,003 -47%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.77M -$1.51M -46,534 -46%
OMC
11
Old Mission Capital
Illinois
$1.52M +$1.52M +46,636 New
EMAM
12
Encompass More Asset Management
California
$1.46M +$310K +9,508 +27%
AAS
13
Ameritas Advisory Services
Nebraska
$1.22M -$913K -28,031 -43%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.14M +$730K +22,395 +180%
RA
15
RFG Advisory
Alabama
$1.11M -$45.9K -1,409 -4%
LJCM
16
Lee Johnson Capital Management
Texas
$1.06M +$1.06M +32,632 New
HI
17
Harbour Investments
Wisconsin
$934K -$12.1K -370 -1%
TWP
18
Triad Wealth Partners
Kansas
$914K +$451K +13,846 +97%
HighTower Advisors
19
HighTower Advisors
Illinois
$811K
BEI
20
Benjamin Edwards Inc
Missouri
$638K +$638K +19,574 New
SMC
21
Smith, Moore & Co
Missouri
$606K +$37.5K +1,150 +7%
BIG
22
Brookwood Investment Group
Arizona
$585K +$185K +5,674 +46%
VWA
23
Visionary Wealth Advisors
Illinois
$484K -$625K -19,193 -56%
CA
24
Cambridge Advisors
Nebraska
$454K
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$453K +$453K +13,919 New