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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
CAM
1
Cresset Asset Management
Illinois
$5.84M +$5.84M +228,668 New
SAG
2
SageView Advisory Group
California
$5.42M +$1.1M +43,087 +25%
William Blair & Company
3
William Blair & Company
Illinois
$5.24M +$976K +38,250 +23%
CWG
4
Crown Wealth Group
North Carolina
$3.23M +$3.22M +126,327 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.22M +$991K +38,847 +45%
CCG
6
Catalina Capital Group
California
$2.58M +$1.66M +64,941 +181%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$2.56M +$288K +11,295 +13%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.02M -$208K -8,152 -9%
CA
9
Corrado Advisors
New Jersey
$1.78M +$702K +27,509 +65%
PA
10
Procyon Advisors
Connecticut
$1.56M +$1.56M +60,995 New
Osaic Holdings
11
Osaic Holdings
Arizona
$1.45M +$619K +24,272 +74%
HI
12
Harbour Investments
Wisconsin
$1.21M +$538K +21,066 +80%
AWM
13
AE Wealth Management
Kansas
$1.15M +$1.03M +40,272 +834%
BMM
14
Berkshire Money Management
Massachusetts
$995K -$4.31K -169 -0.4%
FCFC
15
First Commonwealth Financial Corp
Pennsylvania
$917K +$76K +2,979 +9%
KAS
16
Kestra Advisory Services
Texas
$901K +$278K +10,888 +45%
SPC
17
Sigma Planning Corp
Michigan
$895K +$894K +35,021 New
MFG
18
Merit Financial Group
Georgia
$888K +$4.98K +195 +0.6%
IFG
19
Independent Financial Group
California
$888K +$26.2K +1,027 +3%
OC
20
Optima Capital
Oregon
$769K -$117K -4,586 -13%
BAM
21
Belpointe Asset Management
Nevada
$762K +$541K +21,191 +246%
Raymond James Financial
22
Raymond James Financial
Florida
$728K -$113K -4,426 -13%
OWA
23
Outlook Wealth Advisors
Texas
$705K +$7.71K +302 +1%
Jane Street
24
Jane Street
New York
$689K +$689K +26,982 New
TWM
25
TopTier Wealth Management
Wisconsin
$647K +$647K +25,345 New