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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 %
W
1
Wealthquest
Ohio
$112M +$13.8M +462,234 +14%
Osaic Holdings
2
Osaic Holdings
Arizona
$46.1M +$21.9M +734,177 +90%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$24.7M +$11.8M +395,860 +91%
PGWM
4
Pitti Group Wealth Management
New York
$12.9M +$3.64M +122,254 +39%
CVA
5
Central Valley Advisors
California
$12.5M +$722K +24,239 +6%
Raymond James Financial
6
Raymond James Financial
Florida
$12.3M +$1.39M +46,727 +13%
NA
7
NewEdge Advisors
Louisiana
$10.7M +$2.43M +81,493 +29%
CF
8
Centaurus Financial
California
$8.6M +$1.01M +34,091 +13%
AI
9
Atria Investments
North Carolina
$7.88M +$7.17M +240,732 +1,011%
PWM
10
PTM Wealth Management
United States
$7.47M +$7.47M +267,688 New
CFS
11
CRA Financial Services
New Jersey
$7.43M +$927K +31,150 +14%
GFA
12
Gallagher Fiduciary Advisors
Illinois
$7.36M +$7.36M +247,120 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$7.2M +$1.21M +40,594 +20%
PCA
14
Pallas Capital Advisors
Massachusetts
$6.35M +$6.35M +213,378 New
DBRC
15
D.B. Root & Company
Pennsylvania
$5.39M +$496K +16,657 +10%
MML Investors Services
16
MML Investors Services
Massachusetts
$4.61M +$4.61M +154,945 New
FIA
17
Foundations Investment Advisors
Arizona
$3.96M +$103K +3,455 +3%
CFCI
18
Comprehensive Financial Consultants Institutional
Indiana
$3.65M +$378K +12,696 +12%
SPC
19
Sigma Planning Corp
Michigan
$3.56M +$1.88M +63,132 +112%
GIA
20
Gladstone Institutional Advisory
Florida
$3.5M -$11.4K -384 -0.3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$3.33M +$2.92M +98,111 +709%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$3M +$1.11M +37,300 +59%
SWP
23
Sagespring Wealth Partners
Tennessee
$2.37M +$2.37M +79,676 New
BCM
24
Brookstone Capital Management
Illinois
$2.04M +$115K +3,852 +6%
MI
25
Motiv8 Investments
Florida
$1.91M -$289K -9,716 -13%
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