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Innovator US Equity Ultra Buffer ETF December

119 hedge funds and large institutions have $332M invested in Innovator US Equity Ultra Buffer ETF December in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+18
Holders Change %
+17.82%
% of All Funds
1.6%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
36
Reduced
32
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$87.5M +$1.23M +33,860 +1%
TPW
2
Talon Private Wealth
Florida
$34.9M +$252K +6,913 +0.7%
Raymond James Financial
3
Raymond James Financial
Florida
$16.8M +$2.77M +75,930 +20%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$14.9M +$1.21M +33,323 +9%
RPSA
5
Richard P. Slaughter Associates
Texas
$13.7M +$13.7M +376,720 New
WIM
6
WealthPlan Investment Management
Nebraska
$11.1M +$2.08M +57,167 +23%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$10.7M +$9.06M +248,722 +556%
FLFS
8
Family Legacy Financial Solutions
North Carolina
$6.62M +$6.62M +181,756 New
TAP
9
Tounjian Advisory Partners
Florida
$6.46M -$1.15M -33,528 -15%
TF
10
Trek Financial
Arizona
$6.15M +$1.27M +34,820 +26%
HighTower Advisors
11
HighTower Advisors
Illinois
$5.69M +$3.2M +87,918 +129%
FIA
12
Foundations Investment Advisors
Arizona
$5.6M +$5.02M +137,677 +863%
PCA
13
Prosperity Capital Advisors
Ohio
$5.07M +$464K +12,740 +10%
KWM
14
KFG Wealth Management
Indiana
$4.94M +$753K +20,657 +18%
KAS
15
Kestra Advisory Services
Texas
$4.79M +$118K +3,233 +3%
EMAM
16
Encompass More Asset Management
California
$4.48M -$1.51M -41,435 -25%
TCM
17
Triumph Capital Management
Colorado
$4.35M +$523K +14,340 +14%
IWM
18
IHT Wealth Management
Illinois
$4.05M -$669K -18,372 -14%
BFG
19
Berger Financial Group
Minnesota
$3.45M
MAM
20
Milestone Asset Management
Pennsylvania
$3.11M -$118K -3,232 -4%
PCS
21
Private Client Services
Kentucky
$3.11M -$1.59M -43,518 -34%
WP
22
WealthPLAN Partners
Nebraska
$2.98M -$1.74M -47,700 -37%
CVA
23
Central Valley Advisors
California
$2.85M +$1.22M +33,459 +75%
KWA
24
Kellett Wealth Advisors
Ohio
$2.45M -$646K -17,729 -21%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.43M +$1.75M +47,992 +258%