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Innovator US Equity 5 to 15 Buffer ETF Quarterly

56 hedge funds and large institutions have $110M invested in Innovator US Equity 5 to 15 Buffer ETF Quarterly in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
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
JRPIM
9
Journey Retirement Planning & Investment Management
Idaho
$2.39M
Osaic Holdings
10
Osaic Holdings
Arizona
$2.33M
FFA
11
Farther Finance Advisors
California
$2.29M
TWP
12
Triad Wealth Partners
Kansas
$2.26M
AI
13
Atria Investments
North Carolina
$2.16M
IWM
14
IHT Wealth Management
Illinois
$2.03M
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.91M
EMAM
16
Encompass More Asset Management
California
$1.78M
AAS
17
Ameritas Advisory Services
Nebraska
$1.72M
BIG
18
Brookwood Investment Group
Arizona
$1.19M
RA
19
RFG Advisory
Alabama
$1.17M
LJCM
20
Lee Johnson Capital Management
Texas
$1.14M
AWM
21
Arista Wealth Management
Nevada
$1.06M
HI
22
Harbour Investments
Wisconsin
$950K
BFWM
23
Bright Futures Wealth Management
New York
$933K
T
24
Tableaux
Massachusetts
$907K
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$888K