UDEC

Innovator US Equity Ultra Buffer ETF December

114 hedge funds and large institutions have $231M invested in Innovator US Equity Ultra Buffer ETF December in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

19% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 36

Holders
114
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
$74.3M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$14.1M
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.61M
LCWM
4
Legacy Capital Wealth Management
Texas
$8.55M
Raymond James Financial
5
Raymond James Financial
Florida
$8.5M
Osaic Holdings
6
Osaic Holdings
Arizona
$7.68M
FIA
7
Foundations Investment Advisors
Arizona
$6.34M
PCA
8
Prosperity Capital Advisors
Ohio
$5.61M
KAS
9
Kestra Advisory Services
Texas
$5.43M
KWM
10
KFG Wealth Management
Indiana
$3.9M
IAS
11
Integrity Advisory Solutions
Texas
$3.89M
TF
12
Trek Financial
Arizona
$3.76M
CVA
13
Central Valley Advisors
California
$3.63M
BFG
14
Berger Financial Group
Minnesota
$3.51M
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.44M
MAM
16
Milestone Asset Management
Pennsylvania
$3.22M
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$3.14M
SWM
18
Spire Wealth Management
Virginia
$2.96M
WIM
19
WealthPlan Investment Management
Nebraska
$2.42M
MW
20
MBL Wealth
North Carolina
$2.34M
Truist Financial
21
Truist Financial
North Carolina
$2.32M
HighTower Advisors
22
HighTower Advisors
Illinois
$2.17M
IWM
23
IMG Wealth Management
Florida
$2.05M
LPL Financial
24
LPL Financial
California
$1.96M
MML Investors Services
25
MML Investors Services
Massachusetts
$1.86M