ZALT icon

Innovator US Equity 10 Buffer ETF Quarterly

80 hedge funds and large institutions have $368M invested in Innovator US Equity 10 Buffer ETF Quarterly in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+14
Holders Change %
+21.21%
% of All Funds
1.07%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
20
Increased
33
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
W
1
Wealthquest
Ohio
$102M -$13.3M -433,371 -12%
Osaic Holdings
2
Osaic Holdings
Arizona
$29.5M -$17.1M -567,458 -37%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$22.8M -$2.82M -91,577 -11%
GSAM
4
Grant Street Asset Management
Pennsylvania
$22.8M +$22.8M +739,128 New
PGWM
5
Pitti Group Wealth Management
New York
$20.3M +$7.02M +227,768 +53%
Raymond James Financial
6
Raymond James Financial
Florida
$20.2M +$7.41M +240,537 +58%
CVA
7
Central Valley Advisors
California
$13.1M +$196K +6,362 +2%
NA
8
NewEdge Advisors
Louisiana
$13M +$1.97M +63,988 +18%
CF
9
Centaurus Financial
California
$10M +$1.1M +35,744 +12%
CFS
10
CRA Financial Services
New Jersey
$9.66M +$1.97M +64,068 +26%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$9.31M +$1.86M +60,353 +25%
PWM
12
PTM Wealth Management
United States
$7.71M -$587K -18,932 -7%
PCA
13
Pallas Capital Advisors
Massachusetts
$7.17M +$602K +19,559 +9%
GFA
14
Gallagher Fiduciary Advisors
Illinois
$5.81M -$1.8M -58,415 -24%
DBRC
15
D.B. Root & Company
Pennsylvania
$5.55M -$27.8K -902 -0.5%
AI
16
Atria Investments
North Carolina
$5.4M -$2.75M -89,229 -34%
FIA
17
Foundations Investment Advisors
Arizona
$4.46M +$363K +11,798 +9%
CFCI
18
Comprehensive Financial Consultants Institutional
Indiana
$3.87M +$100K +3,252 +3%
SPC
19
Sigma Planning Corp
Michigan
$3.79M +$99.1K +3,217 +3%
BCM
20
Brookstone Capital Management
Illinois
$3.74M +$1.64M +53,112 +78%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$3.47M +$363K +11,800 +12%
MI
22
Motiv8 Investments
Florida
$3.38M +$1.4M +45,539 +71%
MA
23
Mutual Advisors
Nebraska
$3.26M +$3.26M +104,317 New
GIA
24
Gladstone Institutional Advisory
Florida
$3.02M -$600K -19,475 -17%
SW
25
SMART Wealth
Nebraska
$2.69M +$2.69M +87,209 New