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
GS
101
GWN Securities
Florida
$207K
SW
102
Simplicity Wealth
New Jersey
$204K
DFA
103
DHJJ Financial Advisors
Illinois
$190K
PWA
104
Physician Wealth Advisors
Utah
$180K
JWM
105
Jessup Wealth Management
Ohio
$98.3K
ACA
106
Aptus Capital Advisors
Alabama
$95.1K
NWMP
107
Noble Wealth Management PBC
Colorado
$79.3K
HIA
108
Harbor Investment Advisory
Maryland
$57.8K
Morgan Stanley
109
Morgan Stanley
New York
$42.7K
IA
110
IFP Advisors
Florida
$20.3K
AssetMark Inc
111
AssetMark Inc
California
$15.1K
EWA
112
EverSource Wealth Advisors
Alabama
$11.9K
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$6.94K
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$3K
KFAS
115
Keating Financial Advisory Services
Kansas
$2.38K
CP
116
Camelot Portfolios
Ohio
$2.22K
JP Morgan Chase
117
JP Morgan Chase
New York
$1.98K
M1FG
118
Mach-1 Financial Group
Arkansas
EMAM
119
Encompass More Asset Management
California
ATS
120
Ashton Thomas Securities
New York
ATPW
121
Ashton Thomas Private Wealth
Arizona
BEI
122
Benjamin Edwards Inc
Missouri
CWG
123
Crown Wealth Group
North Carolina
FPAS
124
Focus Partners Advisor Solutions
Missouri
OMC
125
Old Mission Capital
Illinois