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Innovator US Equity Ultra Buffer ETF December

101 hedge funds and large institutions have $296M invested in Innovator US Equity Ultra Buffer ETF December in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
BCM
1
Brookstone Capital Management
Illinois
$81.2M
TPW
2
Talon Private Wealth
Florida
$32.6M
LJAC
3
L.J. Altfest & Co
New York
$21.4M
Raymond James Financial
4
Raymond James Financial
Florida
$13.2M
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$12.9M
SA
6
Sovran Advisors
California
$9.01M
WIM
7
WealthPlan Investment Management
Nebraska
$8.53M
TAP
8
Tounjian Advisory Partners
Florida
$7.61M
EMAM
9
Encompass More Asset Management
California
$5.63M
TF
10
Trek Financial
Arizona
$4.59M
IWM
11
IHT Wealth Management
Illinois
$4.47M
Osaic Holdings
12
Osaic Holdings
Arizona
$4.47M
WP
13
WealthPLAN Partners
Nebraska
$4.44M
PCS
14
Private Client Services
Kentucky
$4.42M
KAS
15
Kestra Advisory Services
Texas
$4.39M
PCA
16
Prosperity Capital Advisors
Ohio
$4.34M
KWM
17
KFG Wealth Management
Indiana
$3.94M
TCM
18
Triumph Capital Management
Colorado
$3.6M
BFG
19
Berger Financial Group
Minnesota
$3.25M
MAM
20
Milestone Asset Management
Pennsylvania
$3.04M
ACM
21
Avalon Capital Management
California
$3.02M
KWA
22
Kellett Wealth Advisors
Ohio
$2.91M
SWM
23
Spire Wealth Management
Virginia
$2.58M
HighTower Advisors
24
HighTower Advisors
Illinois
$2.34M
ATS
25
Ashton Thomas Securities
New York
$2.18M