KDEC

Innovator U.S. Small Cap Power Buffer ETF - December

45 hedge funds and large institutions have $27.6M invested in Innovator U.S. Small Cap Power Buffer ETF - December in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
7
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GFG
26
Grantvest Financial Group
New Jersey
$281K
AFGAS
27
Allegiance Financial Group Advisory Services
Virginia
$268K
FPAS
28
Focus Partners Advisor Solutions
Missouri
$268K +$268K +11,141 New
PF
29
Phoenix Financial
Israel
$256K -$57.3K -2,390 -18%
DI
30
Diligent Investors
California
$228K
BAM
31
Belpointe Asset Management
Nevada
$207K +$207K +8,633 New
VPF
32
Vantage Point Financial
Illinois
$203K +$203K +8,453 New
HI
33
Harbour Investments
Wisconsin
$150K -$2.04K -85 -1%
AWM
34
AE Wealth Management
Kansas
$116K
UBS Group
35
UBS Group
Switzerland
$111K +$111K +4,611 New
Osaic Holdings
36
Osaic Holdings
Arizona
$106K -$549K -22,837 -84%
WTFG
37
Wood Tarver Financial Group
Idaho
$103K
WP
38
WealthShield Partners
North Carolina
$96.1K
DFA
39
DHJJ Financial Advisors
Illinois
$76.3K -$5.53K -230 -7%
IA
40
IFP Advisors
Florida
$55.7K +$12.1K +502 +28%
CFD
41
Creative Financial Designs
Indiana
$43.3K
SPIA
42
Steward Partners Investment Advisory
New York
$36.3K
FFA
43
Farther Finance Advisors
California
$24K +$24K +1,000 New
CW
44
Curio Wealth
Maryland
$12K +$12K +500 New
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$4K +$98 +4 +3%
MWM
46
Maltin Wealth Management
New Jersey
-$440K -19,220 Closed
BFG
47
Berger Financial Group
Minnesota
-$332K -14,479 Closed
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
-$277K -12,108 Closed
Jane Street
49
Jane Street
New York
-$259K -11,319 Closed
PP
50
PFS Partners
New Jersey
-$137K -5,976 Closed