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Innovator US Equity Ultra Buffer ETF September

68 hedge funds and large institutions have $102M invested in Innovator US Equity Ultra Buffer ETF September in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
Holders Change %
0%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
13
Reduced
26
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWA
1
Kellett Wealth Advisors
Ohio
$22.4M -$8.17M -221,778 -27%
SA
2
Sovran Advisors
California
$22.2M +$1.71M +46,407 +8%
SW
3
Simplicity Wealth
New Jersey
$6.17M +$5.74M +155,644 +1,331%
PCA
4
Prosperity Capital Advisors
Ohio
$5.1M +$462K +12,522 +10%
KAS
5
Kestra Advisory Services
Texas
$3.06M -$31K -841 -1%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.84M +$421K +11,952 +17%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.25M +$37 +1 +0%
CVA
8
Central Valley Advisors
California
$2.12M -$54K -1,464 -2%
KWM
9
KFG Wealth Management
Indiana
$2.11M -$146K -3,955 -6%
Truist Financial
10
Truist Financial
North Carolina
$1.85M -$33.1K -898 -2%
BCM
11
Brookstone Capital Management
Illinois
$1.83M +$29.3K +796 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.82M -$2.75M -74,703 -60%
ST
13
Sageworth Trust
Pennsylvania
$1.58M
ASN
14
Advisory Services Network
Georgia
$1.4M
AWA
15
Arete Wealth Advisors
Illinois
$1.32M -$34.2K -928 -3%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.27M +$85.7K +2,326 +7%
SAG
17
SageView Advisory Group
California
$1.23M -$117K -3,102 -9%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.1M +$874K +23,707 +394%
SB
19
Strategic Blueprint
Georgia
$1.08M
BFG
20
Berger Financial Group
Minnesota
$1.01M -$203K -5,517 -17%
HighTower Advisors
21
HighTower Advisors
Illinois
$958K
FFG
22
Fiduciary Financial Group
California
$894K
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$874K -$12.5K -338 -1%
SWM
24
Spire Wealth Management
Virginia
$841K -$160K -4,340 -16%
Citadel Advisors
25
Citadel Advisors
Florida
$828K +$358K +9,706 +76%