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Innovator US Equity Ultra Buffer ETF June

53 hedge funds and large institutions have $57.8M invested in Innovator US Equity Ultra Buffer ETF June in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
19
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFG
1
Berger Financial Group
Minnesota
$7.92M +$605K +16,990 +8%
TF
2
Trek Financial
Arizona
$5.58M +$128K +3,587 +2%
PCA
3
Prosperity Capital Advisors
Ohio
$5.39M +$445K +12,487 +9%
KWM
4
KFG Wealth Management
Indiana
$4.02M -$230K -6,457 -5%
SWM
5
SeaCrest Wealth Management
New York
$3.73M +$3.73M +104,756 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.11M +$1.51M +42,397 +254%
KAS
7
Kestra Advisory Services
Texas
$2.05M +$532K +14,949 +35%
CVA
8
Central Valley Advisors
California
$1.94M +$1.17M +32,752 +151%
SWM
9
Spire Wealth Management
Virginia
$1.7M +$717K +26,106 +73%
CRWM
10
Castle Rock Wealth Management
California
$1.55M
OCFG
11
O'Connor Financial Group
Illinois
$1.24M +$116K +3,255 +10%
SPC
12
Sigma Planning Corp
Michigan
$1.22M +$1.22M +34,280 New
BCM
13
Brookstone Capital Management
Illinois
$1.21M -$41K -1,150 -3%
LPL Financial
14
LPL Financial
California
$1.05M +$2.71K +76 +0.3%
Jane Street
15
Jane Street
New York
$1.05M +$1.05M +29,391 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.04M +$105K +2,947 +11%
IWM
17
IMG Wealth Management
Florida
$1.03M +$95.2K +2,673 +10%
WFAG
18
Worth Financial Advisory Group
North Carolina
$986K
WTFG
19
Wood Tarver Financial Group
Idaho
$954K
BPA
20
Beacon Pointe Advisors
California
$905K +$151K +4,234 +20%
Truist Financial
21
Truist Financial
North Carolina
$876K +$96.2K +2,700 +12%
Osaic Holdings
22
Osaic Holdings
Arizona
$855K +$49.1K +1,451 +6%
IA
23
IFP Advisors
Florida
$732K +$732K +20,553 New
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$663K +$41K +1,150 +7%
GSIAS
25
Garden State Investment Advisory Services
New Jersey
$614K