Innovator US Eqty 5TO15 BuffEALTETF
13F holders, Q4 2025 (December 31)57holders +5
6new positions
3sold out
$35.33avg. 13F price*
At the end of Q4 2025, 57 institutions reported holding Innovator US Eqty 5TO15 Buff (EALT) in their 13F filings, up 5 from Q3 2025. 6 opened new positions and 3 sold out. The largest holders were Cwm, LLC ($17.8M), Commonwealth Equity Services, LLC ($11.8M) and Orion Porfolio Solutions, LLC ($9.2M).
- Company
- Innovator US Eqty 5TO15 Buff
- CUSIP
- 45783Y475
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.5M |
| Exits | 3 | $1.2M |
All 13F filers, Q3 2025 → Q4 2025: 587,820 shares bought and 826,742 shares sold, net −238,922 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| Cwm, LLC | 0.05% | Add +8.4% | 503,121 | $17.8M |
| Commonwealth Equity Services, LLC | 0.02% | Add +178.5% | 334,716 | $11.8M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +11.1% | 260,189 | $9.2M |
| Mutual Advisors, LLC | 0.20% | Add +5.3% | 258,872 | $9.1M |
| Brookstone Capital Management | 0.08% | Add +80.1% | 196,513 | $6.9M |
| SMART Wealth LLC | 2.06% | Reduce -9.2% | 191,833 | $6.8M |
| Bullseye Investment Management, LLC | 3.34% | Reduce -79.3% | 182,079 | $6.4M |
| Raymond James Financial Inc. | 0.00% | Add +2.5% | 172,084 | $6.1M |
| Cetera Investment Advisers | 0.00% | Add +1.0% | 115,682 | $4.1M |
| Journey Retirement Planning & Investment Management LLC | 0.49% | — | 67,648 | $2.4M |
| Osaic Holdings, Inc. | 0.00% | Add +26.7% | 66,118 | $2.3M |
| Farther Finance Advisors, LLC | 0.02% | Add +34.0% | 64,867 | $2.3M |
| Triad Wealth Partners, LLC | 0.21% | Add +20.5% | 63,982 | $2.3M |
| Atria Investments, Inc | 0.02% | Add +7.9% | 61,171 | $2.2M |
| IHT Wealth Management, LLC | 0.05% | Reduce -15.5% | 56,697 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.2% | 53,995 | $1.9M |
| Encompass More Asset Management | 0.33% | Add +8.7% | 50,572 | $1.8M |
| Ameritas Advisory Services, LLC | 0.06% | Add +5688.9% | 48,800 | $1.7M |
| Brookwood Investment Group LLC | 0.14% | Add +22.6% | 33,812 | $1.2M |
| RFG Advisory, LLC | 0.02% | Reduce -0.2% | 33,173 | $1.2M |
| Lee Johnson Capital Management, LLC | 0.39% | Reduce -1.3% | 32,211 | $1.1M |
| Arista Wealth Management, LLC | 0.13% | Add +413.3% | 30,095 | $1.1M |
| Harbour Investments, Inc. | 0.02% | Reduce -4.4% | 26,912 | $950K |
| Bright Futures Wealth Management, LLC. | 0.70% | Reduce -4.2% | 26,451 | $933K |
| Tableaux LLC | 0.64% | Reduce -58.5% | 25,694 | $907K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.3% | 25,171 | $888K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Add +32.4% | 22,513 | $794K |
| Susquehanna International Group, LLP | 0.00% | Reduce -46.4% | 22,377 | $790K |
| Benjamin Edwards Inc. | 0.01% | Add +0.8% | 20,278 | $716K |
| Smith, Moore & Co. | 0.05% | No change | 20,021 | $707K |
| Visionary Wealth Advisors | 0.03% | Add +25.0% | 18,567 | $655K |
| Hiley Hunt Wealth Management | 0.28% | New | 17,840 | $630K |
| Sequent Planning LLC | 0.14% | Reduce -16.8% | 15,741 | $556K |
| Advyzon Investment Management, LLC | 0.06% | Reduce -0.4% | 13,717 | $484K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +86.7% | 13,614 | $480K |
| Stirlingshire Investments, Inc. | 0.42% | — | 13,551 | $478K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +74.0% | 12,532 | $442K |
| Sagespring Wealth Partners, LLC | 0.01% | No change | 11,614 | $410K |
| Independent Financial Group, LLC | 0.01% | Reduce -2.3% | 10,180 | $359K |
| Old Mission Capital LLC | 0.01% | New | 9,460 | $334K |
| Kestra Advisory Services, LLC | 0.00% | No change | 8,874 | $313K |
| Financial Network Wealth Advisors LLC | 0.31% | Add +8.2% | 8,519 | $301K |
| Wheelhouse Advisory Group LLC | 0.11% | New | 6,020 | $300K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | Add +4.0% | 8,361 | $295K |
| Sanctuary Advisors, LLC | 0.00% | No change | 8,183 | $289K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -0.9% | 8,038 | $284K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +12.0% | 7,969 | $281K |
| Claro Advisors Inc. | 0.04% | Add +20.7% | 7,810 | $276K |
| Vantage Point Financial LLC | 0.08% | New | 6,332 | $223K |
| First Commonwealth Financial Corp | 0.04% | No change | 6,228 | $220K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -16.1% | 6,070 | $214K |
| AE Wealth Management LLC | 0.00% | Add +472.4% | 5,816 | $205K |
| Sunbelt Securities, Inc. | 0.01% | No change | 5,178 | $183K |
| IFP Advisors, Inc | 0.00% | Add +26.2% | 4,698 | $166K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | Reduce -42.1% | 892 | $31K |
| JPMorgan Chase & Co. | 0.00% | New | 571 | $20K |
| Triumph Capital Management | 0.00% | New | 400 | $14K |
"% 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.