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Innovator US Equity Ultra Buffer ETF July

79 hedge funds and large institutions have $112M invested in Innovator US Equity Ultra Buffer ETF July in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
Osaic Holdings
1
Osaic Holdings
Arizona
$11.2M
Raymond James Financial
2
Raymond James Financial
Florida
$10.8M
KAS
3
Kestra Advisory Services
Texas
$9.71M
PCA
4
Prosperity Capital Advisors
Ohio
$6.4M
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$5.29M
KWM
6
KFG Wealth Management
Indiana
$5.17M
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$4.75M
BCM
8
Brookstone Capital Management
Illinois
$3.31M
FIA
9
Foundations Investment Advisors
Arizona
$2.89M
IWM
10
IMG Wealth Management
Florida
$2.5M
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.45M
AWA
12
Arete Wealth Advisors
Illinois
$2.26M
BFG
13
Berger Financial Group
Minnesota
$2.22M
BCI
14
Brinker Capital Investments
Pennsylvania
$2.13M
CVA
15
Central Valley Advisors
California
$2.02M
AIA
16
AssuredPartners Investment Advisors
Florida
$1.99M
AF
17
Allworth Financial
California
$1.92M
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.82M
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.79M
NFG
20
Nations Financial Group
Iowa
$1.76M
Cerity Partners
21
Cerity Partners
New York
$1.69M
MML Investors Services
22
MML Investors Services
Massachusetts
$1.34M
SWM
23
Spire Wealth Management
Virginia
$1.31M
LPL Financial
24
LPL Financial
California
$1.3M
CPIG
25
Chicago Partners Investment Group
Illinois
$1.27M