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Innovator US Equity Ultra Buffer ETF March

73 hedge funds and large institutions have $184M invested in Innovator US Equity Ultra Buffer ETF March in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 7 closing their positions.

Holders
73
Holders Change
+5
Holders Change %
+7.35%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
13
Increased
22
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$58.5M 1,554,378 +1,529,815 +6,228%
TPW
2
Talon Private Wealth
Florida
$34.2M 908,363 +908,363 New
MOS
3
MGO One Seven
Ohio
$9.34M 248,332 -5,085 -2%
WIM
4
WealthPlan Investment Management
Nebraska
$8.81M 234,182 +234,182 New
LF
5
Lantz Financial
Illinois
$7.37M 195,982 +188,436 +2,497%
KWM
6
KFG Wealth Management
Indiana
$5.62M 149,328 +18,450 +14%
PCA
7
Prosperity Capital Advisors
Ohio
$5.1M 135,566 +11,888 +10%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.49M 92,856 +9,032 +11%
T
9
Tableaux
Massachusetts
$3.15M 62,936 +62,936 New
IWM
10
IHT Wealth Management
Illinois
$3.13M 83,230 -19,469 -19%
KAS
11
Kestra Advisory Services
Texas
$2.99M 79,568 -322 -0.4%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.65M 73,291 -7,720 -10%
CVA
13
Central Valley Advisors
California
$2.59M 68,910 +1,839 +3%
Raymond James Financial
14
Raymond James Financial
Florida
$2.48M 65,998 +36,798 +126%
SWM
15
Spire Wealth Management
Virginia
$2.45M 65,191 -25,723 -28%
WP
16
WealthPLAN Partners
Nebraska
$2.41M 63,970 +63,970 New
OMC
17
Old Mission Capital
Illinois
$2.24M 59,498 +59,498 New
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$2.06M 54,703 +4,338 +9%
Truist Financial
19
Truist Financial
North Carolina
$1.72M 45,601 -751 -2%
IPW
20
Impact Partnership Wealth
Georgia
$1.45M 38,473 +3,096 +9%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.17M 31,100 -3,358 -10%
BFG
22
Berger Financial Group
Minnesota
$1.16M 30,823 +142 +0.5%
MW
23
MBL Wealth
North Carolina
$1.15M 30,475 +2,475 +9%
AIC
24
Archer Investment Corporation
Indiana
$896K 23,823 +533 +2%
FFG
25
Fiduciary Financial Group
California
$891K 23,705