KDEC

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

44 hedge funds and large institutions have $34.2M invested in Innovator U.S. Small Cap Power Buffer ETF - December in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+9
Holders Change %
+25.71%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
16
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BMM
1
Berkshire Money Management
Massachusetts
$10.1M +$1.34M +58,494 +15%
William Blair & Company
2
William Blair & Company
Illinois
$3.85M +$990K +43,191 +35%
CCG
3
Catalina Capital Group
California
$2.14M +$2.14M +93,515 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.1M +$1.16M +50,588 +123%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.05M +$1.02M +44,538 +99%
SAG
6
SageView Advisory Group
California
$1.43M +$618K +26,965 +76%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.12M +$146K +6,352 +15%
CA
8
Corrado Advisors
New Jersey
$995K -$9.55K -417 -1%
Raymond James Financial
9
Raymond James Financial
Florida
$994K +$26.6K +1,162 +3%
KAS
10
Kestra Advisory Services
Texas
$775K -$730K -31,841 -48%
FCFC
11
First Commonwealth Financial Corp
Pennsylvania
$758K +$279K +12,186 +58%
OWA
12
Outlook Wealth Advisors
Texas
$649K +$649K +28,339 New
Osaic Holdings
13
Osaic Holdings
Arizona
$624K +$255K +11,145 +69%
CA
14
CoreCap Advisors
Michigan
$494K +$494K +21,564 New
OMC
15
Old Mission Capital
Illinois
$491K +$234K +10,212 +91%
NA
16
NewEdge Advisors
Louisiana
$460K +$460K +20,070 New
MWM
17
Maltin Wealth Management
New Jersey
$440K
S
18
SignatureFD
Georgia
$412K
WCG
19
Weaver Consulting Group
California
$375K +$375K +16,375 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$343K +$343K +14,981 New
BFG
21
Berger Financial Group
Minnesota
$332K +$332K +14,479 New
HighTower Advisors
22
HighTower Advisors
Illinois
$328K +$94.1K +4,106 +40%
FA
23
FSA Advisors
Michigan
$317K +$317K +13,855 New
PF
24
Phoenix Financial
Israel
$299K -$31.1K -1,361 -9%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$277K +$252K +10,984 +977%