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Innovator US Equity Ultra Buffer ETF March

82 hedge funds and large institutions have $92.5M invested in Innovator US Equity Ultra Buffer ETF March in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

57% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 21

24% more capital invested

Capital invested by funds: $74.9M → $92.5M (+$17.6M)

15% more funds holding

Funds holding: 7182 (+11)

4.97% more ownership

Funds ownership: 62.98%67.95% (+5%)

Holders
82
Holders Change
+11
Holders Change %
+15.49%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
33
Reduced
21
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LF
1
Lantz Financial
Illinois
$8.16M +$462K +11,512 +6%
KWM
2
KFG Wealth Management
Indiana
$7.64M +$2.55M +63,541 +49%
MOS
3
MGO One Seven
Ohio
$6.84M -$568K -14,140 -8%
PCA
4
Prosperity Capital Advisors
Ohio
$5.78M +$322K +8,023 +6%
CWMK
5
Caliber Wealth Management (Kansas)
Kansas
$5.51M +$5.57M +138,550 New
KAS
6
Kestra Advisory Services
Texas
$5.17M +$2.12M +52,875 +69%
Raymond James Financial
7
Raymond James Financial
Florida
$4.33M +$2.79M +69,359 +175%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.75M +$450K +11,197 +13%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.59M +$351K +8,743 +11%
CVA
10
Central Valley Advisors
California
$3.06M +$348K +8,664 +13%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.49M +$94.9K +2,362 +4%
BFG
12
Berger Financial Group
Minnesota
$2.3M +$1.09M +27,084 +88%
KWA
13
Kellett Wealth Advisors
Ohio
$1.9M +$1.92M +47,893 New
WIM
14
WealthPlan Investment Management
Nebraska
$1.57M -$177K -4,400 -10%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.52M +$730K +18,166 +91%
SWM
16
Spire Wealth Management
Virginia
$1.4M -$253K -6,305 -15%
MW
17
MBL Wealth
North Carolina
$1.23M +$48.2K +1,200 +4%
Truist Financial
18
Truist Financial
North Carolina
$1.14M -$669K -16,657 -37%
AIC
19
Archer Investment Corporation
Indiana
$976K +$48.1K +1,197 +5%
BCM
20
Brookstone Capital Management
Illinois
$968K -$25.1K -626 -3%
FFG
21
Fiduciary Financial Group
California
$905K -$37.4K -930 -4%
IPW
22
Impact Partnership Wealth
Georgia
$893K -$22.7K -564 -2%
FIA
23
Foundations Investment Advisors
Arizona
$885K +$8.15K +203 +0.9%
IWM
24
IMG Wealth Management
Florida
$847K +$10K +250 +1%
KA
25
Kovack Advisors
Florida
$846K -$80.2K -1,997 -9%