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
GSIAS
51
Garden State Investment Advisory Services
New Jersey
$571K
AWM
52
Axxcess Wealth Management
California
$558K
QCM
53
Quantinno Capital Management
New York
$558K
FLFS
54
Family Legacy Financial Solutions
North Carolina
$551K
KWM
55
Kingsview Wealth Management
Oregon
$544K
NFS
56
NewCorp Financial Services
Georgia
$540K
PA
57
PFG Advisors
Arizona
$520K
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$517K
AFGAS
59
Allegiance Financial Group Advisory Services
Virginia
$515K
MCC
60
Money Concepts Capital
Florida
$495K
CAS
61
Coppell Advisory Solutions
Texas
$492K
AWA
62
Arkadios Wealth Advisors
Georgia
$483K
SPC
63
Sigma Planning Corp
Michigan
$462K
SA
64
Sovran Advisors
California
$445K
TCM
65
Triumph Capital Management
Colorado
$441K
BTI
66
Blue Trust Inc
Georgia
$434K
SAM
67
Summit Asset Management
Tennessee
$421K
SWA
68
Stratos Wealth Advisors
Ohio
$396K
SPIA
69
Steward Partners Investment Advisory
New York
$368K
CAG
70
Compass Advisory Group
New York
$366K
WMA
71
William Mack & Associates
Michigan
$366K
WTFG
72
Wood Tarver Financial Group
Idaho
$359K
LF
73
Lantz Financial
Illinois
$350K
HI
74
Harbour Investments
Wisconsin
$349K
FHC
75
First Heartland Consultants
Missouri
$330K