CUSIP 45783Y731BUFFER STEP UP SBSTPQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
39 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Sunbelt Securities, Inc. | 248.9K | $9.24M | −10.0K | Reduced |
| 2 | D.B. Root & Company, LLC | 222.0K | $8.24M | +6.1K | Added |
| 3 | Cambridge Advisors Inc. | 86.5K | $3.21M | −1.1K | Reduced |
| 4 | Commonwealth Equity Services, LLC | 75.7K | $2.81M |
| −5.6K |
| Reduced |
| 5 | Nations Financial Group Inc, /Ia/ /Adv | 74.4K | $2.76M | −209 | Reduced |
| 6 | Valtinson Bruner Financial Planning LLC | 49.8K | $1.85M | −428 | Reduced |
| 7 | Triton Financial Group Inc | 44.4K | $1.65M | −760 | Reduced |
| 8 | Vista Cima Wealth Management LLC | 37.2K | $1.38M | −469 | Reduced |
| 9 | Capital Investment Advisory Services, LLC | 36.3K | $1.35M | +528 | Added |
| 10 | Lpl Financial LLC | 33.1K | $1.23M | −3.3K | Reduced |
See every fund holding Innovator Etfs Trust, with full quarter-over-quarter share changes.
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