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Innovator US Equity 5 to 15 Buffer ETF Quarterly

61 hedge funds and large institutions have $110M invested in Innovator US Equity 5 to 15 Buffer ETF Quarterly in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 22 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

18% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 22

9% more funds holding

Funds holding: 5661 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $110M → $110M (-$684K)

0.89% less ownership

Funds ownership: 67.15%66.26% (-0.89%)

Holders
61
Holders Change
+5
Holders Change %
+8.93%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
26
Reduced
22
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
$19.2M +$2.45M +69,468 +14%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$11.7M +$525K +14,880 +4%
BCI
3
Brinker Capital Investments
Pennsylvania
$9.89M +$1.21M +34,390 +13%
BCM
4
Brookstone Capital Management
Illinois
$7.25M +$682K +19,342 +10%
SW
5
SMART Wealth
Nebraska
$6.31M -$145K -4,122 -2%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$6.06M +$5.57M +157,956 +706%
Raymond James Financial
7
Raymond James Financial
Florida
$4.3M -$1.55M -43,977 -26%
Osaic Holdings
8
Osaic Holdings
Arizona
$3.6M +$1.45M +41,194 +62%
TWP
9
Triad Wealth Partners
Kansas
$3.55M +$1.47M +41,748 +65%
FFA
10
Farther Finance Advisors
California
$2.76M +$594K +16,850 +26%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.48M -$1.48M -41,941 -36%
AI
12
Atria Investments
North Carolina
$2.43M +$392K +11,103 +18%
MA
13
Mutual Advisors
Nebraska
$2.4M -$6.61M -187,453 -72%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.29M +$503K +14,257 +26%
IWM
15
IHT Wealth Management
Illinois
$1.98M +$80K +2,269 +4%
AAS
16
Ameritas Advisory Services
Nebraska
$1.58M -$62.5K -1,771 -4%
EMAM
17
Encompass More Asset Management
California
$1.48M -$230K -6,520 -13%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.37M +$551K +15,632 +62%
VWA
19
Visionary Wealth Advisors
Illinois
$1.29M +$702K +19,901 +107%
BIG
20
Brookwood Investment Group
Arizona
$1.25M +$116K +3,301 +10%
OMC
21
Old Mission Capital
Illinois
$1.25M +$975K +27,640 +292%
PCA
22
Prosperity Capital Advisors
Ohio
$1.17M +$439K +12,438 +55%
RA
23
RFG Advisory
Alabama
$1.11M -$6.1K -173 -0.5%
LJCM
24
Lee Johnson Capital Management
Texas
$1.07M -$10.8K -306 -0.9%
JRPIM
25
Journey Retirement Planning & Investment Management
Idaho
$863K -$1.48M -41,947 -62%