Innovator US Eqty 5TO15 BuffEALTETF
13F holders, Q1 2025 (March 31)45holders +15
17new positions
2sold out
1famous investor
$30.75avg. 13F price*
At the end of Q1 2025, 45 institutions reported holding Innovator US Eqty 5TO15 Buff (EALT) in their 13F filings, up 15 from Q4 2024. 17 opened new positions and 2 sold out. The largest holders were Bullseye Investment Management, LLC ($27.1M), SMART Wealth LLC ($12.8M) and Cwm, LLC ($10.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Innovator US Eqty 5TO15 Buff
- CUSIP
- 45783Y475
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $21.0M |
| Exits | 2 | $275K |
All 13F filers, Q4 2024 → Q1 2025: 1,411,051 shares bought and 140,717 shares sold, net +1,270,334 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 45 holders
| Bullseye Investment Management, LLC | 17.29% | Add +10.7% | 880,391 | $27.1M |
| SMART Wealth LLC | 4.59% | Reduce -3.3% | 416,270 | $12.8M |
| Cwm, LLC | 0.04% | Add +187.8% | 349,136 | $10.7M |
| 3EDGE Asset Management, LP | 0.71% | New | 338,470 | $10.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +230.7% | 281,113 | $8.6M |
| Raymond James Financial Inc. | 0.00% | Add +32.6% | 180,145 | $5.5M |
| Osaic Holdings, Inc. | 0.01% | Add +173.4% | 101,266 | $3.1M |
| Cetera Investment Advisers | 0.01% | Add +107.0% | 93,857 | $2.9M |
| Orion Porfolio Solutions, LLC | 0.02% | New | 77,383 | $2.4M |
| Orion Portfolio Solutions, LLC | 0.02% | New | 77,383 | $2.4M |
| Mutual Advisors, LLC | 0.06% | Add +11.6% | 71,053 | $2.2M |
| Ameritas Advisory Services, LLC | 0.08% | Add +7.7% | 65,412 | $2.0M |
| Financial Futures Ltd Liability Co. | 0.86% | Add +2.4% | 49,269 | $1.5M |
| Jane Street Group, LLC | 0.00% | New | 43,084 | $1.3M |
| Independent Financial Group, LLC | 0.04% | Reduce -5.2% | 38,599 | $1.2M |
| RFG Advisory, LLC | 0.03% | New | 35,572 | $1.1M |
| Encompass More Asset Management | 0.32% | Add +290.4% | 35,282 | $1.1M |
| Visionary Wealth Advisors | 0.06% | New | 34,047 | $1.0M |
| Harbour Investments, Inc. | 0.03% | Add +115.1% | 29,040 | $893K |
| HighTower Advisors, LLC | 0.00% | No change | 24,900 | $766K |
| Sagespring Wealth Partners, LLC | 0.02% | New | 21,178 | $651K |
| Smith, Moore & Co. | 0.05% | Add +12.6% | 17,454 | $537K |
| Susquehanna International Group, LLP | 0.00% | Reduce -80.0% | 15,983 | $491K |
| Insight Wealth Partners, LLC | 0.28% | New | 15,381 | $473K |
| Triad Wealth Partners, LLC | 0.14% | New | 14,210 | $437K |
| Cambridge Advisors Inc. | 0.09% | Add +5.3% | 13,950 | $429K |
| Envestnet Asset Management Inc. | 0.00% | Add +21.3% | 12,475 | $384K |
| Brookwood Investment Group LLC | 0.06% | — | 12,271 | $377K |
| JPMorgan Chase & Co. | 0.00% | New | 10,887 | $335K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | Reduce -4.2% | 8,611 | $265K |
| Kestra Advisory Services, LLC | 0.00% | Add +4.4% | 8,455 | $260K |
| First Heartland Consultants, Inc. | 0.03% | Add +1.2% | 8,408 | $258K |
| Claro Advisors Inc. | 0.03% | New | 8,020 | $247K |
| Brookstone Capital Management | 0.00% | Reduce -10.0% | 7,959 | $245K |
| Citadel Advisors | 0.00% | Reduce -6.0% | 7,560 | $232K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +25.1% | 7,258 | $223K |
| Sunbelt Securities, Inc. | 0.01% | Add +4.0% | 5,178 | $159K |
| UBS Group AG | 0.00% | New | 4,496 | $138K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | Reduce -96.7% | 1,713 | $53K |
| Royal Bank of Canada | 0.00% | New | 1,253 | $39K |
| Noble Wealth Management PBC | 0.02% | No change | 800 | $25K |
| Jones Financial Companies LLLP | 0.00% | New | 785 | $24K |
| Financial Network Wealth Advisors LLC | 0.02% | New | 439 | $13K |
| Barclays PLC | 0.00% | New | 204 | $6K |
| AE Wealth Management LLC | 0.00% | New | 140 | $4K |
"% of holder's portfolio" is EALT's weight in each manager's 13F, not the share of Innovator US Eqty 5TO15 Buff the manager owns.