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
SB
26
Strategic Blueprint
Georgia
$1.8M
AIA
27
AssuredPartners Investment Advisors
Florida
$1.8M
ASN
28
Advisory Services Network
Georgia
$1.68M
Jane Street
29
Jane Street
New York
$1.64M
AWA
30
Arete Wealth Advisors
Illinois
$1.61M
CRWM
31
Castle Rock Wealth Management
California
$1.58M
GIA
32
Gladstone Institutional Advisory
Florida
$1.46M
AAS
33
Ameritas Advisory Services
Nebraska
$1.37M
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$1.33M
WP
35
WealthPLAN Partners
Nebraska
$1.17M
SA
36
Sonoma Allocations
California
$1.05M
OWA
37
Octavia Wealth Advisors
Ohio
$1.04M
FFG
38
Fiduciary Financial Group
California
$1.02M
KPWS
39
Kestra Private Wealth Services
Texas
$912K
T
40
TrustBank
Illinois
$864K
LWM
41
Lakeridge Wealth Management
Ohio
$740K
WP
42
WealthShield Partners
North Carolina
$717K
AWM
43
AE Wealth Management
Kansas
$710K
SEP
44
Signature Equity Partners
Ohio
$696K
NA
45
NewEdge Advisors
Louisiana
$681K
OPA
46
Old Port Advisors
Maine
$669K
DAS
47
Diversify Advisory Services
Utah
$663K
SAG
48
SageView Advisory Group
California
$655K
BCG
49
Bravias Capital Group
New Jersey
$647K
AIC
50
Archer Investment Corporation
Indiana
$595K