Innv Id 10 Buffer ETF QurtlyIBUFETF

13F holders, Q4 2025 (December 31)
32holders +6
9new positions
3sold out
$29.25avg. 13F price*

At the end of Q4 2025, 32 institutions reported holding Innv Id 10 Buffer ETF Qurtly (IBUF) in their 13F filings, up 6 from Q3 2025. 9 opened new positions and 3 sold out. The largest holders were NewEdge Advisors, LLC ($9.6M), Raymond James Financial Inc. ($7.2M) and D.B. Root & Company, LLC ($6.0M).

Company
Innv Id 10 Buffer ETF Qurtly
Filed as
INNOVATOR ETFS TRUST (Q4 2025)
CUSIP
45783Y178
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q3 2024: 5Q3 2024Q4 2024: 7Q4 2024Q1 2025: 15Q1 2025Q2 2025: 25Q2 2025Q3 2025: 26Q3 2025Q4 2025: 32Q4 2025Q1 2026: 37Q1 2026Q2 2026: 39Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions9$6.1M
Exits3$1.8M

All 13F filers, Q3 2025 → Q4 2025: 422,890 shares bought and 110,213 shares sold, net +312,677 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 32 holders

NewEdge Advisors, LLC 0.03% Add +32.9% 328,186 $9.6M
Raymond James Financial Inc. 0.00% Reduce -9.4% 245,631 $7.2M
D.B. Root & Company, LLC 1.45% Add +17.0% 203,789 $6.0M
Captrust Financial Advisors 0.01% Add +5.4% 173,894 $5.1M
Osaic Holdings, Inc. 0.01% Add +9.6% 162,280 $4.7M
Independent Financial Group, LLC 0.09% Add +67.9% 135,820 $4.0M
BLVD Private Wealth, LLC 2.39% Add +3.8% 93,842 $2.7M
Optima Capital LLC 0.94% Add +1.5% 73,882 $2.2M
Compass Capital Corp. /Ma/ 0.77% New 67,944 $2.0M
Cetera Investment Advisers 0.00% New 56,006 $1.6M
Cambridge Investment Research Advisors, Inc. 0.00% Add +5.6% 42,017 $1.2M
CreativeOne Wealth, LLC 0.02% New 30,105 $880K
Bright Futures Wealth Management, LLC. 0.53% No change 24,440 $714K
Kestra Advisory Services, LLC 0.00% New 23,680 $692K
Harbour Investments, Inc. 0.01% Add +5.8% 23,248 $680K
Pitti Group Wealth Management, LLC 0.53% Add +146.6% 22,191 $649K
Arq Wealth Advisors, LLC 0.16% Add +11.6% 20,162 $589K
Wealthgarden F.S. LLC 0.33% Add +4.0% 16,951 $500K
AE Wealth Management LLC 0.00% Add +0.6% 16,038 $469K
Mutual Advisors, LLC 0.01% Reduce -0.1% 15,529 $454K
Farther Finance Advisors, LLC 0.00% Reduce -51.5% 15,306 $447K
Belpointe Asset Management LLC 0.01% New 11,942 $349K
Sugar Maple Asset Management, LLC 0.23% Add +25.8% 11,620 $340K
Envestnet Asset Management Inc. 0.00% New 7,094 $207K
Disciplined Investments, LLC 0.08% New 6,981 $204K
Centaurus Financial, Inc. 0.01% Reduce -54.9% 4,777 $140K
JPMorgan Chase & Co. 0.00% New 3,902 $114K
Blue Trust, Inc. 0.00% No change 3,405 $100K
Caitlin John, LLC 0.02% Add +5.5% 941 $28K
Sunbelt Securities, Inc. 0.00% No change 615 $18K
IFP Advisors, Inc 0.00% Add +10.5% 210 $6K
Royal Bank of Canada 0.00% New 5 $0

"% of holder's portfolio" is IBUF's weight in each manager's 13F, not the share of Innv Id 10 Buffer ETF Qurtly the manager owns.