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Innovator US Equity Ultra Buffer ETF December

120 hedge funds and large institutions have $332M invested in Innovator US Equity Ultra Buffer ETF December in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$21.4M
2 -$8.75M
3 -$3.02M
4
Osaic Holdings
Osaic Holdings
Arizona
-$2.55M
5
WP
WealthPLAN Partners
Nebraska
-$1.74M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$87.5M
TPW
2
Talon Private Wealth
Florida
$34.9M
Raymond James Financial
3
Raymond James Financial
Florida
$16.8M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$14.9M
RPSA
5
Richard P. Slaughter Associates
Texas
$13.7M
WIM
6
WealthPlan Investment Management
Nebraska
$11.1M
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$10.7M
FLFS
8
Family Legacy Financial Solutions
North Carolina
$6.62M
TAP
9
Tounjian Advisory Partners
Florida
$6.46M
TF
10
Trek Financial
Arizona
$6.15M
HighTower Advisors
11
HighTower Advisors
Illinois
$5.69M
FIA
12
Foundations Investment Advisors
Arizona
$5.6M
PCA
13
Prosperity Capital Advisors
Ohio
$5.07M
KWM
14
KFG Wealth Management
Indiana
$4.94M
KAS
15
Kestra Advisory Services
Texas
$4.79M
EMAM
16
Encompass More Asset Management
California
$4.48M
TCM
17
Triumph Capital Management
Colorado
$4.35M
IWM
18
IHT Wealth Management
Illinois
$4.05M
BFG
19
Berger Financial Group
Minnesota
$3.45M
MAM
20
Milestone Asset Management
Pennsylvania
$3.11M
PCS
21
Private Client Services
Kentucky
$3.11M
WP
22
WealthPLAN Partners
Nebraska
$2.98M
CVA
23
Central Valley Advisors
California
$2.85M
KWA
24
Kellett Wealth Advisors
Ohio
$2.45M
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.43M