UDEC

Innovator US Equity Ultra Buffer ETF December

117 hedge funds and large institutions have $233M invested in Innovator US Equity Ultra Buffer ETF December in 2025 Q4 according to their latest regulatory filings, with 21 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
117
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
RFW
51
Redwood Family Wealth
Texas
$573K
GSIAS
52
Garden State Investment Advisory Services
New Jersey
$571K
QCM
53
Quantinno Capital Management
New York
$558K
AWM
54
Axxcess Wealth Management
California
$558K
FLFS
55
Family Legacy Financial Solutions
North Carolina
$551K
KWM
56
Kingsview Wealth Management
Oregon
$544K
NFS
57
NewCorp Financial Services
Georgia
$540K
NAS
58
NWF Advisory Services
California
$535K
PA
59
PFG Advisors
Arizona
$520K
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$517K
AFGAS
61
Allegiance Financial Group Advisory Services
Virginia
$515K
MCC
62
Money Concepts Capital
Florida
$495K
CAS
63
Coppell Advisory Solutions
Texas
$492K
AWA
64
Arkadios Wealth Advisors
Georgia
$483K
SPC
65
Sigma Planning Corp
Michigan
$462K
SA
66
Sovran Advisors
California
$445K
TCM
67
Triumph Capital Management
Colorado
$441K
BTI
68
Blue Trust Inc
Georgia
$434K
SAM
69
Summit Asset Management
Tennessee
$421K
SWA
70
Stratos Wealth Advisors
Ohio
$396K
SPIA
71
Steward Partners Investment Advisory
New York
$368K
CAG
72
Compass Advisory Group
New York
$366K
WMA
73
William Mack & Associates
Michigan
$366K
WTFG
74
Wood Tarver Financial Group
Idaho
$359K
LF
75
Lantz Financial
Illinois
$350K