ZALT icon

Innovator US Equity 10 Buffer ETF Quarterly

35 hedge funds and large institutions have $167M invested in Innovator US Equity 10 Buffer ETF Quarterly in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 3 reducing their positions, and 7 closing their positions.

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
19
Reduced
3
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
W
1
Wealthquest
Ohio
$66.5M 2,286,412 +930,806 +69%
Osaic Holdings
2
Osaic Holdings
Arizona
$14.9M 510,970 +182,861 +56%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$11.7M 401,246 +212,388 +112%
WCAMG
4
Woodard & Company Asset Management Group
North Carolina
$11.6M 395,028 +389,028 +6,484%
CWG
5
Crown Wealth Group
North Carolina
$7.71M 263,683 +263,683 New
CF
6
Centaurus Financial
California
$6.63M 226,745 +70,909 +46%
CFS
7
CRA Financial Services
New Jersey
$5.61M 191,831 +6,050 +3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.25M 179,319 +108,931 +155%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.98M 170,274 +24,721 +17%
DBRC
10
D.B. Root & Company
Pennsylvania
$3.74M 127,716 +34,227 +37%
FIA
11
Foundations Investment Advisors
Arizona
$3.56M 121,649 +100,687 +480%
KAS
12
Kestra Advisory Services
Texas
$3.51M 119,890 +11,662 +11%
CFCI
13
Comprehensive Financial Consultants Institutional
Indiana
$3.12M 106,656 +1,683 +2%
RJA
14
Raymond James & Associates
Florida
$2.8M 95,796 +75,996 +384%
MA
15
Mutual Advisors
Nebraska
$2M 67,864 +67,864 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.79M 61,104 +61,104 New
AAS
17
Ameritas Advisory Services
Nebraska
$1.47M 50,109 +50,109 New
BCM
18
Brookstone Capital Management
Illinois
$1.26M 43,236 -4,737 -10%
GIA
19
Gladstone Institutional Advisory
Florida
$1.2M 40,881 +40,881 New
ASN
20
Advisory Services Network
Georgia
$1.14M 40,149
NA
21
NewEdge Advisors
Louisiana
$1.07M 36,517 +13,335 +58%
CA
22
Claro Advisors
Massachusetts
$793K 27,125 +12,165 +81%
BIM
23
Bullseye Investment Management
Ohio
$791K 26,584 +18,657 +235%
Goldman Sachs
24
Goldman Sachs
New York
$572K 19,571 +19,571 New
KWM
25
Kingsview Wealth Management
Oregon
$393K 13,441 +2,672 +25%