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Innovator US Equity Ultra Buffer ETF September

79 hedge funds and large institutions have $182M invested in Innovator US Equity Ultra Buffer ETF September in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

2.33% less ownership

Funds ownership: 82.21%79.87% (-2.3%)

36% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 28

Holders
79
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
BCM
1
Brookstone Capital Management
Illinois
$63.6M
KWA
2
Kellett Wealth Advisors
Ohio
$23.2M
SA
3
Sovran Advisors
California
$21.2M
S
4
SignatureFD
Georgia
$7.64M
PCA
5
Prosperity Capital Advisors
Ohio
$5.51M
KAS
6
Kestra Advisory Services
Texas
$4.17M
Osaic Holdings
7
Osaic Holdings
Arizona
$3.84M
KWM
8
KFG Wealth Management
Indiana
$3.73M
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$3.68M
SWM
10
Spire Wealth Management
Virginia
$3.17M
CVA
11
Central Valley Advisors
California
$2.85M
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$2.66M
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.04M
Truist Financial
14
Truist Financial
North Carolina
$1.95M
MML Investors Services
15
MML Investors Services
Massachusetts
$1.57M
ASN
16
Advisory Services Network
Georgia
$1.44M
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.31M
BFG
18
Berger Financial Group
Minnesota
$1.3M
AWA
19
Arete Wealth Advisors
Illinois
$1.28M
ST
20
Sageworth Trust
Pennsylvania
$1.26M
LA
21
Legacy Advisors
Pennsylvania
$1.26M
SAG
22
SageView Advisory Group
California
$1.19M
SB
23
Strategic Blueprint
Georgia
$1.16M
HighTower Advisors
24
HighTower Advisors
Illinois
$1.02M
FFG
25
Fiduciary Financial Group
California
$954K