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KDEC

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

67 hedge funds and large institutions have $56.2M invested in Innovator U.S. Small Cap Power Buffer ETF - December in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

57% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 14

46% more capital invested

Capital invested by funds: $38.5M → $56.2M (+$17.7M)

29% more funds holding

Funds holding: 5267 (+15)

10.56% more ownership

Funds ownership: 59.79%70.36% (+11%)

Holders
67
Holders Change
+15
Holders Change %
+28.85%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
22
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCG
26
Weaver Consulting Group
California
$568K -$510 -20 -0.1%
LPL Financial
27
LPL Financial
California
$510K +$510K +19,965 New
NA
28
NewEdge Advisors
Louisiana
$508K -$4.34K -170 -0.8%
S
29
SignatureFD
Georgia
$460K
BFA
30
Beacon Financial Advisory
Ohio
$411K
AGWCA
31
Annis Gardner Whiting Capital Advisors
Florida
$397K
Koshinski Asset Management
32
Koshinski Asset Management
Illinois
$386K -$120K -4,700 -24%
GFG
33
Grantvest Financial Group
New Jersey
$382K -$4.98K -195 -1%
DI
34
Diligent Investors
California
$379K +$137K +5,350 +56%
MFS
35
Miller Financial Services
Michigan
$359K -$10.5K -410 -3%
WA
36
Wealth Alliance
New York
$353K +$146K +5,740 +71%
FA
37
FSA Advisors
Michigan
$348K +$2.37K +93 +0.7%
HighTower Advisors
38
HighTower Advisors
Illinois
$329K -$63.7K -2,494 -16%
FA
39
Faithward Advisors
Pennsylvania
$304K +$304K +11,915 New
OMC
40
Old Mission Capital
Illinois
$294K +$41.5K +1,628 +16%
KFAS
41
Keating Financial Advisory Services
Kansas
$293K +$293K +11,470 New
PAG
42
Private Advisor Group
New Jersey
$292K +$292K +11,450 New
PP
43
PFS Partners
New Jersey
$281K +$280K +10,987 New
LAA
44
Liberty Atlantic Advisors
Texas
$271K +$271K +10,604 New
PF
45
Phoenix Financial
Israel
$246K -$27.4K -1,073 -10%
FFG
46
Fiduciary Financial Group
California
$243K +$243K +9,530 New
AFGAS
47
Allegiance Financial Group Advisory Services
Virginia
$233K -$51K -2,000 -18%
WFS
48
WealthGarden F.S.
California
$214K +$207K +8,099 New
APCM
49
Alaska Permanent Capital Management
Alaska
$174K +$173K +6,771 New
DFA
50
DHJJ Financial Advisors
Illinois
$157K +$75.6K +2,962 +93%