UMAR icon

Innovator US Equity Ultra Buffer ETF March

71 hedge funds and large institutions have $74.9M invested in Innovator US Equity Ultra Buffer ETF March in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 5 increasing their positions, 36 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
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
LF
1
Lantz Financial
Illinois
$7.75M
MOS
2
MGO One Seven
Ohio
$7.44M
PCA
3
Prosperity Capital Advisors
Ohio
$5.49M
KWM
4
KFG Wealth Management
Indiana
$5.15M
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.32M
Osaic Holdings
6
Osaic Holdings
Arizona
$3.26M
KAS
7
Kestra Advisory Services
Texas
$3.08M
CVA
8
Central Valley Advisors
California
$2.73M
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$2.41M
Truist Financial
10
Truist Financial
North Carolina
$1.81M
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.8M
WIM
12
WealthPlan Investment Management
Nebraska
$1.76M
SWM
13
Spire Wealth Management
Virginia
$1.66M
Raymond James Financial
14
Raymond James Financial
Florida
$1.59M
OMC
15
Old Mission Capital
Illinois
$1.4M
BFG
16
Berger Financial Group
Minnesota
$1.23M
MW
17
MBL Wealth
North Carolina
$1.19M
BCM
18
Brookstone Capital Management
Illinois
$998K
WP
19
WealthPLAN Partners
Nebraska
$960K
FFG
20
Fiduciary Financial Group
California
$947K
AIC
21
Archer Investment Corporation
Indiana
$933K
KA
22
Kovack Advisors
Florida
$930K
IPW
23
Impact Partnership Wealth
Georgia
$920K
FIA
24
Foundations Investment Advisors
Arizona
$881K
BWM
25
BCS Wealth Management
Tennessee
$856K