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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.

Holders
101
Holders Change
+24
Holders Change %
+31.17%
% of All Funds
1.37%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
31
Increased
32
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$81.2M 2,367,341 +1,412,124 +148%
TPW
2
Talon Private Wealth
Florida
$32.6M 951,315 +677,834 +248%
LJAC
3
L.J. Altfest & Co
New York
$21.4M 622,655 +622,655 New
Raymond James Financial
4
Raymond James Financial
Florida
$13.2M 385,043 +358,629 +1,358%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$12.9M 376,443 +251,480 +201%
SA
6
Sovran Advisors
California
$9.01M 268,941 +12,414 +5%
WIM
7
WealthPlan Investment Management
Nebraska
$8.53M 248,790 +248,790 New
TAP
8
Tounjian Advisory Partners
Florida
$7.61M 221,966 +221,966 New
EMAM
9
Encompass More Asset Management
California
$5.63M 164,273 +1,229 +0.8%
TF
10
Trek Financial
Arizona
$4.59M 133,927 +108,578 +428%
IWM
11
IHT Wealth Management
Illinois
$4.47M 129,629 +101,159 +355%
Osaic Holdings
12
Osaic Holdings
Arizona
$4.47M 130,227 +83,031 +176%
WP
13
WealthPLAN Partners
Nebraska
$4.44M 129,442 +129,442 New
PCS
14
Private Client Services
Kentucky
$4.42M 128,771 +128,771 New
KAS
15
Kestra Advisory Services
Texas
$4.39M 128,086 +7,502 +6%
PCA
16
Prosperity Capital Advisors
Ohio
$4.34M 126,369 +16,587 +15%
KWM
17
KFG Wealth Management
Indiana
$3.94M 114,999 +39,917 +53%
TCM
18
Triumph Capital Management
Colorado
$3.6M 104,938 +104,938 New
BFG
19
Berger Financial Group
Minnesota
$3.25M 94,689 +16,585 +21%
MAM
20
Milestone Asset Management
Pennsylvania
$3.04M 88,554 -7,371 -8%
ACM
21
Avalon Capital Management
California
$3.02M 88,007 +88,007 New
KWA
22
Kellett Wealth Advisors
Ohio
$2.91M 84,958 +30,100 +55%
SWM
23
Spire Wealth Management
Virginia
$2.58M 75,309 -5,275 -7%
HighTower Advisors
24
HighTower Advisors
Illinois
$2.34M 68,228 +44,012 +182%
ATS
25
Ashton Thomas Securities
New York
$2.18M 63,674 +63,674 New