Free Trial
→ Financial legend: “This is bad, really bad...” (From Weiss Ratings) (Ad)tc pixel Free BDEC Stock Alerts

Innovator U.S. Equity Buffer ETF - December (BDEC) Institutional Ownership

$54.13 +0.17 (+0.32%)
As of 11/3/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Buffer ETF - December (BATS:BDEC)

Number of
Institutional Buyers
(last 12 months)
60
Total
Institutional Inflows
(last 12 months)
$77.46M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$21.43M
Get BDEC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator U.S. Equity Buffer ETF - December stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

BDEC Institutional Buying and Selling by Quarter

Innovator U.S. Equity Buffer ETF - December Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/4/2026BCS Wealth Management25,314$1.38M0.2%N/A0.322%
11/4/2026FWG Investments LLC.4,749$260K0.1%N/A0.060%
11/3/2026Parallel Advisors LLC2,180$119K0.0%N/A0.028%
11/2/2026 Kestra Advisory Services LLC35,460$1.94M0.0%N/A0.452%
11/2/2026 Valtinson Bruner Financial Planning LLC7,827$428K0.1%N/A0.100%
11/2/2026 Commonwealth Equity Services LLC151,576$8.28M0.0%N/A1.931%
7/9/2026 Focus Financial Network Inc.5,237$279K0.0%-43.7%0.067%
7/7/2026 Dynamic Advisor Solutions LLC11,093$590K0.0%-8.5%0.141%
5/19/2026GTS Financial LLC69,114$3.32M2.4%N/A0.880%
5/19/2026Arkadios Wealth Advisors22,906$1.10M0.0%-3.2%0.292%
5/18/2026Sunbelt Securities Inc.3,513$169K0.0%+826.9%0.045%
5/16/2026 IMG Wealth Management Inc.12,697$609K0.4%-3.8%0.162%
5/14/2026Lido Advisors LLC123,138$5.91M0.0%-0.7%1.569%
5/13/2026Cetera Investment Advisers57,387$2.76M0.0%-17.4%0.731%
5/5/2026Three Seasons Wealth LLC13,275$637K0.2%-3.0%0.169%
5/1/2026Fifth Third Bancorp1,712$82K0.0%N/A0.022%
4/30/2026 Kestra Advisory Services LLC43,183$2.07M0.0%+29.6%0.550%
4/29/2026 WealthPLAN Partners LLC16,021$769K0.1%-28.9%0.204%
4/24/2026 Wheelhouse Advisory Group LLC6,020$289K0.1%N/A0.077%
4/22/2026Janney Montgomery Scott LLC15,097$725K0.0%-1.3%0.192%
4/22/2026 My Personal CFO LLC66,181$3.18M1.4%-11.0%0.843%
4/22/2026FWG Investments LLC.11,695$561K0.4%-8.2%0.149%
4/18/2026BCS Wealth Management26,666$1.28M0.3%-51.2%0.340%
4/17/2026 Krilogy Financial LLC31,495$1.60M0.1%-6.0%0.401%
4/17/2026 Brookstone Capital Management703,370$33.76M0.4%+7.4%8.960%
2/18/2026First Commonwealth Financial Corp PA 14,725$730K0.1%-18.8%0.188%
2/18/2026Beacon Pointe Advisors LLC25,281$1.25M0.0%+10.7%0.322%
2/18/2026OLD Mission Capital LLC10,344$513K0.0%-76.8%0.132%
2/17/2026Cetera Investment Advisers69,452$3.44M0.0%+10.6%0.885%
2/17/2026Osaic Holdings Inc.243,036$12.05M0.0%+3.1%3.096%
2/17/2026Royal Bank of Canada797$39K0.0%N/A0.010%
2/17/2026Blair William & Co. IL60,791$3.01M0.0%-8.2%0.774%
2/17/2026 Beacon Financial Advisory LLC11,435$567K0.1%-24.7%0.146%
2/16/2026Share Andrew L.4,500$223K0.1%-40.0%0.057%
2/16/2026MML Investors Services LLC65,802$3.26M0.0%+31.4%0.838%
2/16/2026Arax Advisory Partners12,328$611K0.0%N/A0.157%
2/13/2026CreativeOne Wealth LLC13,624$675K0.0%-21.8%0.174%
2/13/2026 Kestra Advisory Services LLC33,322$1.65M0.0%+12.1%0.424%
2/13/2026Arkadios Wealth Advisors23,658$1.17M0.0%+323.1%0.301%
2/12/2026Hollencrest Capital Management8,514$422K0.0%N/A0.108%
I'm handing you this one free (Ad)

Elon Musk doesn't own the chip powering every Tesla, every Starlink dish, and every AI satellite he builds, he licenses it from one overlooked company. That supplier just got a major catalyst. Musk filed to launch 1,000,000 satellites, a move analyst Dylan believes could drive a 100X bigger bill for this chipmaker starting December 8th.tc pixel

See today's free stock pick before the December 8th deadline here
2/12/2026Jane Street Group LLC78,652$3.90M0.0%N/A1.002%
2/12/2026 TopTier Wealth Management LLC49,304$2.44M1.7%N/A0.628%
2/12/2026 Commonwealth Equity Services LLC199,910$9.91M0.0%-8.1%2.547%
2/12/2026Steward Partners Investment Advisory LLC2,590$128K0.0%+14.3%0.033%
2/12/2026 WealthPLAN Partners LLC22,533$1.12M0.2%-63.1%0.287%
2/11/2026 Outlook Wealth Advisors LLC13,457$667K0.1%+4.9%0.171%
2/11/2026Cerity Partners LLC143,895$7.13M0.0%+16.4%1.833%
2/11/2026LPL Financial LLC44,687$2.22M0.0%+5.1%0.569%
2/10/2026Lido Advisors LLC124,038$6.15M0.0%N/A1.580%
2/10/2026Goldman Sachs Group Inc.4,659$231K0.0%N/A0.059%
2/10/2026 PCA Investment Advisory Services Inc.14,627$725K0.3%-17.6%0.186%
2/10/2026COFG Advisors LLC6,423$318K0.1%N/A0.082%
2/10/2026 Weaver Consulting Group9,535$473K0.1%+9.8%0.121%
2/10/2026Thoroughbred Financial Services LLC23,132$1.15M0.1%+8.4%0.295%
2/9/2026 Valtinson Bruner Financial Planning LLC9,539$473K0.1%-9.3%0.122%
2/9/2026 Integrity Alliance LLC.11,262$558K0.0%N/A0.143%
2/9/2026Harbour Investments Inc.3,051$151K0.0%-51.2%0.039%
2/9/2026 Global Assets Advisory LLC25,864$1.28M0.4%+1.5%0.329%
2/9/2026Wealthquest Corp6,836$339K0.0%-58.9%0.087%
2/6/2026 IFP Advisors Inc6,581$326K0.0%+20.2%0.084%
2/6/2026HighTower Advisors LLC84,223$4.17M0.0%+0.9%1.073%
2/5/2026 WealthPlan Investment Management LLC32,035$1.59M0.1%-86.4%0.408%
2/5/2026 IMG Wealth Management Inc.13,199$654K0.4%+2.5%0.168%
2/4/2026 Trek Financial LLC39,125$1.94M0.1%+7.3%0.498%
2/3/2026Vantage Financial Partners LLC20,431$1.01M0.2%+19.5%0.260%
2/3/2026WealthShield Partners LLC3,617$179K0.0%+57.3%0.046%
2/3/2026D.B. Root & Company LLC6,992$347K0.1%N/A0.089%
2/2/2026 Grantvest Financial Group LLC6,015$298K0.2%+39.3%0.077%
2/2/2026Benjamin Edwards Inc.7,075$351K0.0%+6.8%0.090%
2/2/2026Mutual Advisors LLC12,130$601K0.0%+9.1%0.155%
1/30/2026 Sigma Planning Corp10,665$529K0.0%+2.3%0.136%
1/30/2026Archer Investment Corp10,572$524K0.1%+35.8%0.135%
1/30/2026 Strategic Blueprint LLC41,118$2.04M0.1%+9.6%0.524%
1/28/2026 Milestone Asset Management LLC12,873$638K0.1%-3.3%0.164%
1/28/2026FWG Investments LLC.12,737$631K0.4%+3.8%0.162%
1/27/2026 Krilogy Financial LLC33,515$1.68M0.1%-1.5%0.427%
1/26/2026BCS Wealth Management54,668$2.71M0.3%+98.5%0.696%
1/23/2026 Pinnacle Wealth Management Group Inc.9,000$446K0.2%+23.3%0.115%
1/23/2026 DHJJ Financial Advisors Ltd.14,000$694K0.2%-16.6%0.178%
1/21/2026 NovaPoint Capital LLC48,389$2.40M0.6%-5.4%0.616%
1/20/2026Stratos Wealth Advisors LLC10,499$520K0.0%+116.3%0.134%
1/15/2026 My Personal CFO LLC74,376$3.69M1.5%N/A0.947%
1/15/2026 Brookstone Capital Management654,744$32.45M0.4%+611.3%8.341%
1/14/2026 Lantz Financial LLC16,528$819K0.2%+47.1%0.211%
1/14/2026 Spire Wealth Management10,544$523K0.0%+48.5%0.134%
1/14/2026 Chris Bulman Inc50,608$2.51M1.1%+17.4%0.645%
1/13/2026 CoreCap Advisors LLC18,443$914K0.0%+98.7%0.235%
1/8/2026 Wealth Enhancement Advisory Services LLC9,560$478K0.0%+18.5%0.122%
1/7/2026 Fragasso Financial Advisors Inc7,171$355K0.0%+8.5%0.091%
1/7/2026 Sagespring Wealth Partners LLC22,332$1.11M0.0%N/A0.284%
If you keep cash in a U.S. bank account… read this NOW (Ad)

Since 2020, U.S. banks have been required to keep zero percent of deposits on hand, lending out nearly every dollar while paying savers just 0.04 percent interest. A new law, the GENIUS Act signed last summer, has cleared the way for a different kind of money to emerge this fall, one that could offer savings rates up to 6 percent. See what Ian King, Chief Strategist at Strategic Fortunes, has uncovered about this shift before it goes live.tc pixel

Click here to see what Ian King found about this new savings shift
1/1/2026JPMorgan Chase & Co.586$28K0.0%-75.1%0.007%
12/2/2025 IFP Advisors Inc5,474$262K0.0%-15.4%0.070%
11/18/2025Advisory Services Network LLC3,140$150K0.0%N/A0.040%
11/17/2025Susquehanna International Group LLP48,495$2.32M0.0%N/A0.618%
11/17/2025Focus Partners Wealth4,405$211K0.0%N/A0.056%
11/17/2025Citadel Advisors LLC9,342$448K0.0%-27.4%0.119%
11/14/2025Raymond James Financial Inc.80,416$3.85M0.0%-4.6%1.024%
11/13/2025CreativeOne Wealth LLC17,416$835K0.0%+2.8%0.222%
11/13/2025Blair William & Co. IL66,200$3.17M0.0%-11.1%0.843%
11/12/2025FSA Advisors Inc.25,637$1.23M1.0%-2.8%0.327%


BDEC Institutional Ownership - Frequently Asked Questions

During the previous two years, 119 institutional investors and hedge funds held shares of Innovator U.S. Equity Buffer ETF - December. The most heavily invested institutionals were Brookstone Capital Management ($33.76M), Penserra Capital Management LLC ($18.77M), Osaic Holdings Inc. ($12.05M), Commonwealth Equity Services LLC ($8.28M), Cerity Partners LLC ($7.13M), Lido Advisors LLC ($5.91M), and Cresset Asset Management LLC ($4.33M).Learn more on Innovator U.S. Equity Buffer ETF - December's institutional investors.

Of the 102 institutional investors that purchased Innovator U.S. Equity Buffer ETF - December's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Stuart Chaussee & Associates Inc. ($2.62M), Brookstone Capital Management ($1.21M), WealthPlan Investment Management LLC ($236.14K), Commonwealth Equity Services LLC ($194.72K), Cerity Partners LLC ($133.89K), Penserra Capital Management LLC ($126.14K), and Lido Advisors LLC ($124.04K).

Institutional investors have bought a total of 1,546,299 shares in the last 24 months. This purchase volume represents approximately $77.46M in transactions.

Of the 39 institutional investors that sold Innovator U.S. Equity Buffer ETF - December's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: WealthPlan Investment Management LLC ($204.11K), WealthPLAN Partners LLC ($44.99K), OLD Mission Capital LLC ($34.22K), BCS Wealth Management ($28.00K), Commonwealth Equity Services LLC ($17.59K), Blair William & Co. IL ($13.69K), and Cetera Investment Advisers ($12.07K).

Institutional investors have sold a total of 435,223 shares in the last 24 months. This volume of shares sold represents approximately $21.43M in transactions.


Related Companies

Institutional ownership data for BATS:BDEC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/4/2026. New 13F filings are added each quarter as they're published.
From Our Partners
I'm handing you this one free
Elon Musk doesn't own the chip powering every Tesla, every Starlink dish, and every AI satellite he builds, he...
Behind the Markets | Sponsoredtc pixel
My public warning after 55 years of watching the markets
Dr. Martin D. Weiss has publicly predicted six major American market crashes over his 55-year career, each war...
Weiss Ratings | Sponsoredtc pixel
U.S. Army Advances 75-Year Rare Earth Deal With Nasdaq Firm
The Pentagon is moving to cut US dependence on Chinese rare earth metals, and a Nasdaq-listed company just sig...
The Tomorrow Investor | Sponsoredtc pixel
Last call for your free 0DTE report
The 0DTE Game Plan lays out a simple 3-step framework for trading same-day options: Plan it, profit from it, p...
Profits Run | Sponsoredtc pixel
Many investors are about to lose everything
Twenty five years ago, this analyst predicted the fiber optic boom and called Amazon before it became a househ...
Porter & Company | Sponsoredtc pixel
Elon Musk about to bankrupt Amazon, Microsoft & Google?
Jeff Brown, the former tech executive who called the rise of Bitcoin, Tesla, and Nvidia years early, is tracki...
Brownstone Research | Sponsoredtc pixel
Bank of America: 'Digital Dollar Inevitable'
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel
If you keep cash in a U.S. bank account… read this NOW
Since 2020, U.S. banks have been required to keep zero percent of deposits on hand, lending out nearly every d...
Banyan Hill Publishing | Sponsoredtc pixel