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Innovator US Equity 10 Buffer ETF Quarterly
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Overview Fund Activity

66 hedge funds and large institutions have $341M invested in Innovator US Equity 10 Buffer ETF Quarterly in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 28 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+20
Holders Change %
+43.48%
% of All Funds
0.9%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
25
Increased
28
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$21.9M
2
W
Wealthquest
Ohio
+$13.8M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$11.8M
4
GFA
Gallagher Fiduciary Advisors
Illinois
+$7.36M
5
AI
Atria Investments
North Carolina
+$7.17M

Top Sellers

1
CWG
Crown Wealth Group
North Carolina
-$8.21M
2
KAS
Kestra Advisory Services
Texas
-$3.18M
3
TCM
Triumph Capital Management
Colorado
-$1.18M
4
FHC
First Heartland Consultants
Missouri
-$679K
5
MI
Motiv8 Investments
Florida
-$289K
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$1.81M +$1.81M +60,647 New
CA
27
Claro Advisors
Massachusetts
$1.3M +$103K +3,465 +9%
AAS
28
Ameritas Advisory Services
Nebraska
$1.29M -$12.4K -418 -1%
SRA
29
Secured Retirement Advisors
Minnesota
$1.22M +$143K +4,817 +13%
ASN
30
Advisory Services Network
Georgia
$1.02M -$11.1K -372 -1%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$895K +$301K +10,126 +51%
SMAM
32
Sugar Maple Asset Management
Wisconsin
$827K +$391K +13,124 +90%
KWM
33
KFG Wealth Management
Indiana
$744K +$744K +24,988 New
HI
34
Harbour Investments
Wisconsin
$641K +$212K +7,138 +50%
TCM
35
Triumph Capital Management
Colorado
$614K -$1.18M -39,547 -66%
VFPW
36
Vantage Financial Partners (Wisconsin)
Wisconsin
$600K +$150K +5,035 +33%
KWM
37
Kingsview Wealth Management
Oregon
$593K +$56K +1,882 +10%
TSS
38
Two Sigma Securities
New York
$590K +$590K +19,803 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$584K +$584K +19,604 New
AFP
40
Ausdal Financial Partners
Iowa
$574K +$574K +19,266 New
WCAMG
41
Woodard & Company Asset Management Group
North Carolina
$559K +$73.4K +2,466 +15%
TLA
42
Tanglewood Legacy Advisors
Texas
$527K +$527K +17,700 New
KFGG
43
Keystone Financial Group (Georgia)
Georgia
$488K +$488K +16,376 New
BIM
44
Bullseye Investment Management
Ohio
$467K +$467K +15,690 New
AWM
45
AE Wealth Management
Kansas
$460K +$398K +13,366 +636%
GSIAS
46
Garden State Investment Advisory Services
New Jersey
$377K -$177K -5,929 -32%
LPL Financial
47
LPL Financial
California
$351K +$10.2K +342 +3%
DWP
48
Daymark Wealth Partners
Ohio
$346K +$346K +11,607 New
IWP
49
Insight Wealth Partners
Texas
$329K +$329K +11,055 New
CWA
50
Crux Wealth Advisors
California
$318K +$318K +10,677 New
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