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Innovator US Equity Ultra Buffer ETF January

101 hedge funds and large institutions have $130M invested in Innovator US Equity Ultra Buffer ETF January in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
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
SA
1
Sonoma Allocations
California
$17M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.81M
PCA
3
Prosperity Capital Advisors
Ohio
$5.82M
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$4.89M
SB
5
Strategic Blueprint
Georgia
$4.69M
Osaic Holdings
6
Osaic Holdings
Arizona
$4.39M
BCM
7
Brookstone Capital Management
Illinois
$3.93M
Truist Financial
8
Truist Financial
North Carolina
$3.87M
CA
9
Clearstead Advisors
Ohio
$3.62M
CDWM
10
Campbell Deegan Wealth Management
Virginia
$3.52M
BMM
11
Berkshire Money Management
Massachusetts
$3.45M
LPL Financial
12
LPL Financial
California
$3.17M
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$3.13M
PWA
14
Prairie Wealth Advisors
Nebraska
$2.86M
Raymond James Financial
15
Raymond James Financial
Florida
$2.56M
LF
16
Lantz Financial
Illinois
$2.41M
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.31M
KAS
18
Kestra Advisory Services
Texas
$2.31M
IWM
19
IMG Wealth Management
Florida
$2.2M
BCI
20
Brinker Capital Investments
Pennsylvania
$2.16M
AF
21
Allworth Financial
California
$2.13M
CVA
22
Central Valley Advisors
California
$2.08M
FIA
23
Foundations Investment Advisors
Arizona
$1.97M
MOS
24
MGO One Seven
Ohio
$1.93M
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$1.92M