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Innovator US Equity Ultra Buffer ETF December

118 hedge funds and large institutions have $331M invested in Innovator US Equity Ultra Buffer ETF December in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 7 closing their positions.

Holders
118
Holders Change
+17
Holders Change %
+16.83%
% of All Funds
1.58%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
25
Increased
36
Reduced
32
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$87.5M 2,401,201 +33,860 +1%
TPW
2
Talon Private Wealth
Florida
$34.9M 958,228 +6,913 +0.7%
Raymond James Financial
3
Raymond James Financial
Florida
$16.8M 460,973 +75,930 +20%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$14.9M 409,766 +33,323 +9%
RPSA
5
Richard P. Slaughter Associates
Texas
$13.7M 376,720 +376,720 New
WIM
6
WealthPlan Investment Management
Nebraska
$11.1M 305,957 +57,167 +23%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$10.7M 293,421 +248,722 +556%
FLFS
8
Family Legacy Financial Solutions
North Carolina
$6.62M 181,756 +181,756 New
TAP
9
Tounjian Advisory Partners
Florida
$6.46M 188,438 -33,528 -15%
TF
10
Trek Financial
Arizona
$6.15M 168,747 +34,820 +26%
HighTower Advisors
11
HighTower Advisors
Illinois
$5.69M 156,146 +87,918 +129%
FIA
12
Foundations Investment Advisors
Arizona
$5.6M 153,632 +137,677 +863%
PCA
13
Prosperity Capital Advisors
Ohio
$5.07M 139,109 +12,740 +10%
KWM
14
KFG Wealth Management
Indiana
$4.94M 135,656 +20,657 +18%
KAS
15
Kestra Advisory Services
Texas
$4.79M 131,319 +3,233 +3%
EMAM
16
Encompass More Asset Management
California
$4.48M 122,838 -41,435 -25%
TCM
17
Triumph Capital Management
Colorado
$4.35M 119,278 +14,340 +14%
IWM
18
IHT Wealth Management
Illinois
$4.05M 111,257 -18,372 -14%
BFG
19
Berger Financial Group
Minnesota
$3.45M 94,689
MAM
20
Milestone Asset Management
Pennsylvania
$3.11M 85,322 -3,232 -4%
PCS
21
Private Client Services
Kentucky
$3.11M 85,253 -43,518 -34%
WP
22
WealthPLAN Partners
Nebraska
$2.98M 81,742 -47,700 -37%
CVA
23
Central Valley Advisors
California
$2.85M 78,327 +33,459 +75%
KWA
24
Kellett Wealth Advisors
Ohio
$2.45M 67,229 -17,729 -21%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.43M 66,583 +47,992 +258%