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Innovator US Equity Ultra Buffer ETF December

112 hedge funds and large institutions have $211M invested in Innovator US Equity Ultra Buffer ETF December in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

less funds holding

Funds holding:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

65% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 51

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
112
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$30.5M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$14.5M
WIM
3
WealthPlan Investment Management
Nebraska
$12.5M
Raymond James Financial
4
Raymond James Financial
Florida
$9.88M
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.51M
Osaic Holdings
6
Osaic Holdings
Arizona
$7.37M
FLFS
7
Family Legacy Financial Solutions
North Carolina
$6.56M
PCA
8
Prosperity Capital Advisors
Ohio
$5.83M
FIA
9
Foundations Investment Advisors
Arizona
$5.65M
TF
10
Trek Financial
Arizona
$5.42M
KAS
11
Kestra Advisory Services
Texas
$4.92M
KWM
12
KFG Wealth Management
Indiana
$4.86M
TCM
13
Triumph Capital Management
Colorado
$4.55M
M1FG
14
Mach-1 Financial Group
Arkansas
$3.77M
IAS
15
Integrity Advisory Solutions
Texas
$3.77M
BFG
16
Berger Financial Group
Minnesota
$3.37M
EMAM
17
Encompass More Asset Management
California
$3.3M
MAM
18
Milestone Asset Management
Pennsylvania
$3.27M
WP
19
WealthPLAN Partners
Nebraska
$3.18M
CVA
20
Central Valley Advisors
California
$3M
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$2.67M
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.57M
KWA
23
Kellett Wealth Advisors
Ohio
$2.56M
ATS
24
Ashton Thomas Securities
New York
$2.44M
HighTower Advisors
25
HighTower Advisors
Illinois
$2.34M