UDEC

Innovator US Equity Ultra Buffer ETF December

110 hedge funds and large institutions have $264M invested in Innovator US Equity Ultra Buffer ETF December in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

57% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 47

Holders
110
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
$73.3M
TPW
2
Talon Private Wealth
Florida
$36M
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$13.6M
LCWM
4
Legacy Capital Wealth Management
Texas
$8.76M
Raymond James Financial
5
Raymond James Financial
Florida
$8.42M
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$8.41M
Osaic Holdings
7
Osaic Holdings
Arizona
$7.91M
FIA
8
Foundations Investment Advisors
Arizona
$6.09M
PCA
9
Prosperity Capital Advisors
Ohio
$5.79M
SA
10
Sovran Advisors
California
$5.69M
KAS
11
Kestra Advisory Services
Texas
$5.19M
KWM
12
KFG Wealth Management
Indiana
$3.93M
CVA
13
Central Valley Advisors
California
$3.55M
TF
14
Trek Financial
Arizona
$3.53M
BFG
15
Berger Financial Group
Minnesota
$3.43M
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.19M
MAM
17
Milestone Asset Management
Pennsylvania
$2.94M
MW
18
MBL Wealth
North Carolina
$2.78M
SWM
19
Spire Wealth Management
Virginia
$2.57M
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$2.54M
Truist Financial
21
Truist Financial
North Carolina
$2.27M
WIM
22
WealthPlan Investment Management
Nebraska
$2.02M
IWM
23
IMG Wealth Management
Florida
$1.99M
HighTower Advisors
24
HighTower Advisors
Illinois
$1.85M
LPL Financial
25
LPL Financial
California
$1.79M