We are live on ! Find out more
EALT icon

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

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 14

8% more funds holding

Funds holding: 5256 (+4)

5% less capital invested

Capital invested by funds: $116M → $110M (-$6.05M)

21.63% less ownership

Funds ownership: 88.77%67.15% (-22%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
56
Holders Change
+4
Holders Change %
+7.69%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
8
Increased
28
Reduced
14
Closed
3
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 +$1.36M +38,915 +8%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$11.8M +$7.51M +214,527 +178%
BCI
3
Brinker Capital Investments
Pennsylvania
$9.18M +$912K +26,048 +11%
MA
4
Mutual Advisors
Nebraska
$9.14M +$460K +13,156 +5%
BCM
5
Brookstone Capital Management
Illinois
$6.93M +$3.06M +87,388 +80%
SW
6
SMART Wealth
Nebraska
$6.77M -$676K -19,323 -9%
Raymond James Financial
7
Raymond James Financial
Florida
$6.07M +$145K +4,156 +2%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$4.08M +$38.5K +1,100 +1%
JRPIM
9
Journey Retirement Planning & Investment Management
Idaho
$2.39M +$2.37M +67,648 New
Osaic Holdings
10
Osaic Holdings
Arizona
$2.33M +$488K +13,945 +27%
FFA
11
Farther Finance Advisors
California
$2.29M +$576K +16,452 +34%
TWP
12
Triad Wealth Partners
Kansas
$2.26M +$381K +10,885 +21%
AI
13
Atria Investments
North Carolina
$2.16M +$157K +4,478 +8%
IWM
14
IHT Wealth Management
Illinois
$2.03M -$363K -10,378 -15%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.91M +$126K +3,606 +7%
EMAM
16
Encompass More Asset Management
California
$1.78M +$142K +4,056 +9%
AAS
17
Ameritas Advisory Services
Nebraska
$1.72M +$1.68M +47,957 +5,689%
BIG
18
Brookwood Investment Group
Arizona
$1.19M +$218K +6,236 +23%
RA
19
RFG Advisory
Alabama
$1.17M -$2.13K -61 -0.2%
LJCM
20
Lee Johnson Capital Management
Texas
$1.14M -$14.7K -421 -1%
AWM
21
Arista Wealth Management
Nevada
$1.06M +$848K +24,232 +413%
HI
22
Harbour Investments
Wisconsin
$950K -$43K -1,228 -4%
BFWM
23
Bright Futures Wealth Management
New York
$933K -$40.3K -1,151 -4%
T
24
Tableaux
Massachusetts
$907K -$1.27M -36,202 -58%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$888K +$3.04K +87 +0.3%

EALT Hedge Fund Activity: Q4 2025 in Review

56 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity 5 to 15 Buffer ETF Quarterly (EALT) for Q4 2025, worth a combined $110M — down 5.2% from $116M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EALT positions and 3 closed out — a net gain of 5 holders — while 28 added to existing stakes and 14 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $7.51M. The largest seller was Tableaux, cutting an estimated $1.27M.

  • 56 institutional investors held Innovator US Equity 5 to 15 Buffer ETF Quarterly (EALT) as of Q4 2025, up from 52 in Q3 2025.
  • Funds reported $110M of Innovator US Equity 5 to 15 Buffer ETF Quarterly stock for Q4 2025, down 5.2% quarter-over-quarter.
  • 8 funds opened new Innovator US Equity 5 to 15 Buffer ETF Quarterly positions in Q4 2025 and 3 closed out, a net change of +5 holders.
  • The largest Innovator US Equity 5 to 15 Buffer ETF Quarterly buyer in Q4 2025 was Commonwealth Equity Services, an estimated $7.51M added.
  • The largest Innovator US Equity 5 to 15 Buffer ETF Quarterly seller in Q4 2025 was Tableaux, an estimated $1.27M sold.

Based on aggregated 13F filings for Q4 2025.