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Innovator IBD 50 ETF

37 hedge funds and large institutions have $14.3M invested in Innovator IBD 50 ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 6 closing their positions.

Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
7
Reduced
11
Closed
6
Calls
$806K
Puts
$74K
Net Calls
+$732K
Net Calls Change
+$481K
Name Market Value Shares Shares
Change
Shares
Change %
SAM
1
Synergy Asset Management
Washington
$1.96M 60,195 +60,195 New
Two Sigma Investments
2
Two Sigma Investments
New York
$1.62M 50,000 +50,000 New
IWM
3
IHT Wealth Management
Illinois
$1.56M 47,988 -6,974 -13%
CPIG
4
Chicago Partners Investment Group
Illinois
$1.28M 38,149 -5,782 -13%
Citadel Advisors
5
Citadel Advisors
Florida
$1.06M 32,754 +19,403 +145%
CFP
6
Comprehensive Financial Planning
Pennsylvania
$996K 30,666 +30,666 New
AWS
7
Atria Wealth Solutions
New York
$976K 30,036 +30,036 New
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$927K 28,399 +1,238 +5%
DSCM
9
Del-Sette Capital Management
New York
$667K 20,524 +7,954 +63%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$444K 13,657 -256 -2%
LPL Financial
11
LPL Financial
California
$427K 13,131 -15,673 -54%
NA
12
NewEdge Advisors
Louisiana
$412K 12,694 +1,338 +12%
Bank of America
13
Bank of America
North Carolina
$404K 12,448 +9,391 +307%
QC
14
Quadrature Capital
United Kingdom
$376K 11,567 -591 -5%
BIG
15
Brookwood Investment Group
Arizona
$300K 9,232 +9,232 New
Osaic Holdings
16
Osaic Holdings
Arizona
$298K 10,426 -1,252 -11%
Raymond James Financial
17
Raymond James Financial
Florida
$162K 4,992 -5,057 -50%
Simplex Trading
18
Simplex Trading
Illinois
$92K 2,861 +1,138 +66%
BlackRock
19
BlackRock
New York
$73.4K 2,260 +2,081 +1,163%
FFA
20
Farther Finance Advisors
California
$56.8K 1,747 +1,747 New
ME
21
McIlrath & Eck
Washington
$27.6K 850
UBS Group
22
UBS Group
Switzerland
$24.3K 747
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$18K 550 -9,957 -95%
FP
24
Financial Perspectives
Minnesota
$18K 554
BTI
25
Blue Trust Inc
Georgia
$16.7K 515