UDEC icon

Innovator US Equity Ultra Buffer ETF December

120 hedge funds and large institutions have $338M invested in Innovator US Equity Ultra Buffer ETF December in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 37 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
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
$87.5M
TPW
2
Talon Private Wealth
Florida
$34.9M
Raymond James Financial
3
Raymond James Financial
Florida
$16.8M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$14.9M
RPSA
5
Richard P. Slaughter Associates
Texas
$13.7M
WIM
6
WealthPlan Investment Management
Nebraska
$11.1M
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$10.7M
Osaic Holdings
8
Osaic Holdings
Arizona
$7.63M
FLFS
9
Family Legacy Financial Solutions
North Carolina
$6.62M
TAP
10
Tounjian Advisory Partners
Florida
$6.46M
TF
11
Trek Financial
Arizona
$6.15M
HighTower Advisors
12
HighTower Advisors
Illinois
$5.69M
FIA
13
Foundations Investment Advisors
Arizona
$5.6M
PCA
14
Prosperity Capital Advisors
Ohio
$5.07M
KWM
15
KFG Wealth Management
Indiana
$4.94M
KAS
16
Kestra Advisory Services
Texas
$4.79M
EMAM
17
Encompass More Asset Management
California
$4.48M
TCM
18
Triumph Capital Management
Colorado
$4.35M
IWM
19
IHT Wealth Management
Illinois
$4.05M
BFG
20
Berger Financial Group
Minnesota
$3.45M
MAM
21
Milestone Asset Management
Pennsylvania
$3.11M
PCS
22
Private Client Services
Kentucky
$3.11M
WP
23
WealthPLAN Partners
Nebraska
$2.98M
CVA
24
Central Valley Advisors
California
$2.85M
KWA
25
Kellett Wealth Advisors
Ohio
$2.45M