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

$45.46 +1.09 (+2.45%)
As of 07/3/2025 01:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Buffer ETF - December (BATS:BDEC)

Number of
Institutional Buyers
(last 12 months)
67
Total
Institutional Inflows
(last 12 months)
$181.87M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$22.90M
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BDEC Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2025OLD Mission Capital LLC23,566$986K0.0%N/A0.515%
5/14/2025CreativeOne Wealth LLC17,507$733K0.0%+3.7%0.381%
5/14/2025FWG Investments LLC.13,609$570K0.7%-21.2%0.296%
5/14/2025Kestra Advisory Services LLC32,644$1.37M0.0%+15.1%0.710%
5/13/2025Cresset Asset Management LLC119,710$5.01M0.0%+9.9%2.602%
5/13/2025Financial Network Wealth Advisors LLC1,441$60K0.1%N/A0.031%
5/13/2025HighTower Advisors LLC87,598$3.67M0.0%-2.3%1.904%
5/9/2025WealthShield Partners LLC2,300$96K0.0%-39.5%0.050%
5/9/2025Thoroughbred Financial Services LLC25,341$1.06M0.1%+2.3%0.551%
5/9/2025Blair William & Co. IL78,690$3.29M0.0%-1.0%1.711%
5/8/2025Wealthquest Corp16,874$706K0.0%-13.7%0.367%
5/8/2025Arkadios Wealth Advisors22,681$949K0.0%N/A0.493%
5/8/2025FSA Advisors Inc.26,346$1.10M0.9%+103.2%0.573%
5/7/2025Vantage Financial Partners LLC19,615$821K0.2%-4.5%0.426%
5/7/2025LPL Financial LLC43,779$1.83M0.0%+1.3%0.952%
5/6/2025Cetera Investment Advisers66,505$2.78M0.0%-6.0%1.446%
5/6/2025AE Wealth Management LLC6,012$252K0.0%+9.9%0.131%
5/5/2025Blue Bell Private Wealth Management LLC700$29K0.0%N/A0.015%
5/5/2025IFP Advisors Inc6,413$268K0.0%+9.5%0.139%
4/30/2025Cerity Partners LLC147,743$6.18M0.0%+6.5%3.212%
4/29/2025Wood Tarver Financial Group LLC3,854$161K0.1%+142.2%0.084%
4/29/2025Envestnet Asset Management Inc.53,609$2.24M0.0%+6.5%1.165%
4/29/2025Penserra Capital Management LLC406,838$17.03M0.3%+17.2%8.844%
4/29/2025Strategic Blueprint LLC37,852$1.58M0.1%+198.0%0.823%
4/29/2025Brookstone Capital Management595,448$24.92M0.4%+10.3%12.945%
4/28/2025Mutual Advisors LLC8,444$350K0.0%+17.4%0.184%
4/28/2025Weaver Consulting Group7,899$331K0.1%-14.5%0.172%
4/28/2025NovaPoint Capital LLC50,716$2.12M0.7%-8.1%1.103%
4/23/2025Creative Financial Designs Inc. ADV1,020$43K0.0%N/A0.022%
4/23/2025IMG Wealth Management Inc.18,812$787K0.7%+42.3%0.409%
4/23/2025Continuum Advisory LLC741$31K0.0%+128.0%0.016%
4/22/2025Cambridge Investment Research Advisors Inc.49,662$2.08M0.0%-3.6%1.080%
4/16/2025CRA Financial Services LLC8,870$371K0.1%-7.9%0.178%
4/16/2025Wealth Enhancement Advisory Services LLC8,560$358K0.0%-5.5%0.172%
4/16/2025Krilogy Financial LLC36,330$1.52M0.1%-4.6%0.730%
4/15/2025Chris Bulman Inc45,848$1.92M1.2%-2.8%0.921%
4/15/2025Integral Investment Advisors Inc.30,234$1.27M0.4%-19.2%0.607%
4/14/2025Farther Finance Advisors LLC2,415$101K0.0%N/A0.048%
4/14/2025Outlook Wealth Advisors LLC12,834$537K0.1%+14.4%0.258%
4/14/2025BCS Wealth Management29,987$1.26M0.3%-2.6%0.602%
Trump’s New Order Could Boost Social Security Benefits by 400% (Ad)

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4/11/2025Pinnacle Wealth Management Group Inc.7,630$319K0.2%N/A0.153%
4/9/2025RFG Advisory LLC9,165$384K0.0%-28.6%0.184%
4/9/2025Milestone Asset Management LLC13,859$580K0.1%-10.1%0.278%
4/9/2025Fragasso Financial Advisors Inc6,612$277K0.0%+29.9%0.133%
4/7/2025AdvisorNet Financial Inc667$28K0.0%-47.4%0.013%
3/17/2025Wealth Enhancement Advisory Services LLC9,060$391K0.0%+7.1%0.181%
3/6/2025Wood Tarver Financial Group LLC1,591$68K0.0%N/A0.023%
2/17/2025Stuart Chaussee & Associates Inc.2,620,110$112.95M28.0%N/A70.814%
2/17/2025Snowden Capital Advisors LLC20,902$901K0.0%+95.3%0.565%
2/17/2025CoreCap Advisors LLC10,084$435K0.0%-45.6%0.273%
2/17/2025Cresset Asset Management LLC108,963$4.70M0.0%+1,552.5%2.945%
2/17/2025Cetera Investment Advisers70,747$3.05M0.0%+2.7%1.912%
2/17/2025Citadel Advisors LLC10,124$436K0.0%N/A0.274%
2/14/2025Beacon Pointe Advisors LLC20,053$864K0.0%+50.9%0.542%
2/14/2025Capital Analysts LLC2,402$104K0.0%-14.5%0.065%
2/14/2025Three Seasons Wealth LLC13,683$590K0.3%N/A0.370%
2/14/2025IHT Wealth Management LLC15,224$656K0.0%N/A0.411%
2/14/2025MML Investors Services LLC33,916$1.46M0.0%+7.6%0.917%
2/13/2025First Commonwealth Financial Corp PA16,378$706K0.2%N/A0.443%
2/13/2025CreativeOne Wealth LLC16,881$728K0.0%N/A0.456%
2/13/2025Raymond James Financial Inc.25,355$1.09M0.0%N/A0.685%
2/13/2025Cerity Partners LLC138,692$5.98M0.0%+276.4%3.748%
2/13/2025Trek Financial LLC36,719$1.58M0.1%+14.0%0.992%
2/13/2025Waterloo Capital L.P.5,203$224K0.0%N/A0.141%
2/13/2025Envestnet Asset Management Inc.50,359$2.17M0.0%+20.0%1.361%
2/12/2025Bullseye Investment Management LLC54,510$2.35M1.6%-74.4%1.473%
2/12/2025Blair William & Co. IL79,464$3.43M0.0%N/A2.148%
2/11/2025LPL Financial LLC43,233$1.86M0.0%-11.6%1.168%
2/10/2025IMG Wealth Management Inc.13,222$570K0.5%N/A0.357%
2/10/2025GWN Securities Inc.11,592$511K0.1%N/A0.313%
2/10/2025Harbour Investments Inc.9,142$394K0.0%+96.3%0.247%
2/10/2025Valtinson Bruner Financial Planning LLC12,146$524K0.2%+49.6%0.328%
2/10/2025Commonwealth Equity Services LLC241,099$10.39M0.0%+21.8%6.516%
2/10/2025EverSource Wealth Advisors LLC1,066$46K0.0%-19.0%0.029%
2/7/2025HighTower Advisors LLC89,646$3.87M0.0%+27.8%2.423%
2/6/2025Raymond James Financial Inc.25,355$1.09M0.0%N/A0.685%
2/6/2025Vantage Financial Partners LLC20,540$885K0.2%+12.0%0.555%
2/6/2025Steward Partners Investment Advisory LLC2,495$108K0.0%+64.6%0.067%
2/5/2025SRS Capital Advisors Inc.13,539$584K0.0%+10.9%0.366%
2/4/2025IFP Advisors Inc5,858$253K0.0%+27.7%0.158%
2/4/2025WealthShield Partners LLC3,799$164K0.0%N/A0.103%
2/4/2025Wealthgarden F.S. LLC6,674$288K0.3%N/A0.180%
2/4/2025Integral Investment Advisors Inc.37,434$1.61M0.5%+61.6%1.012%
2/3/2025Sigma Planning Corp12,242$528K0.0%-19.7%0.331%
1/30/2025Allworth Financial LP1,355$60K0.0%-30.5%0.037%
1/30/2025Principal Securities Inc.5,001$216K0.0%+8.4%0.135%
1/30/2025DHJJ Financial Advisors Ltd.16,792$724K0.3%+7.2%0.454%
1/29/2025Focus Financial Network Inc.9,314$402K0.0%+5.1%0.252%
1/28/2025Archer Investment Corp7,787$336K0.1%-22.1%0.210%
1/27/2025Beacon Financial Advisory LLC15,495$668K0.2%+17.1%0.419%
Trump’s New Order Could Boost Social Security Benefits by 400% (Ad)

If you collect—or plan to collect—Social Security, you need to see this. A new initiative tied to President Trump's Executive Order #14196 could not only save Social Security from collapse... ...but potentially increase benefits by up to 400%, according to legendary investor Louis Navellier.

Click here to watch the full presentation before it's too late.
1/27/2025NovaPoint Capital LLC55,175$2.38M0.7%N/A1.491%
1/27/2025Optimist Retirement Group LLC5,171$223K0.1%-6.9%0.140%
1/27/2025Lion Street Advisors LLC8,893$383K0.1%+8.4%0.240%
1/24/2025Spire Wealth Management7,100$306K0.0%+294.4%0.192%
1/24/2025My Personal CFO LLC74,336$3.21M1.6%+11.0%2.009%
1/23/2025FSA Advisors Inc.12,967$559K0.7%-2.8%0.350%
1/23/2025Strategic Blueprint LLC12,704$548K0.0%N/A0.343%
1/21/2025Lantz Financial LLC11,710$505K0.1%+56.5%0.316%
1/17/2025Secure Asset Management LLC6,055$261K0.0%N/A0.164%
1/17/2025Janney Montgomery Scott LLC20,593$888K0.0%+37.7%0.557%
(Data available from 1/1/2016 forward)

BDEC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BDEC shares?

During the previous two years, 106 institutional investors and hedge funds held shares of Innovator U.S. Equity Buffer ETF - December. The most heavily invested institutionals were Stuart Chaussee & Associates Inc. ($112.95M), Brookstone Capital Management ($24.92M), Penserra Capital Management LLC ($17.03M), Commonwealth Equity Services LLC ($10.39M), Cerity Partners LLC ($6.18M), Cresset Asset Management LLC ($5.01M), and Osaic Holdings Inc. ($4.19M).Learn more on Innovator U.S. Equity Buffer ETF - December's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity Buffer ETF - December's stock?

Of the 89 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 ($813.56K), Penserra Capital Management LLC ($167.08K), Cerity Partners LLC ($154.32K), Cetera Investment Advisers ($117.87K), Cresset Asset Management LLC ($113.12K), and Blair William & Co. IL ($79.46K).

How much institutional buying is happening at Innovator U.S. Equity Buffer ETF - December?

Institutional investors have bought a total of 4,219,549 shares in the last 24 months. This purchase volume represents approximately $181.87M in transactions.

Which of Innovator U.S. Equity Buffer ETF - December's major shareholders have been selling company stock?

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: Brookstone Capital Management ($218.11K), Bullseye Investment Management LLC ($158.29K), Cetera Investment Advisers ($36.70K), Cambridge Investment Research Advisors Inc. ($13.37K), Vantage Financial Partners LLC ($9.82K), CoreCap Advisors LLC ($8.46K), and Integral Investment Advisors Inc. ($8.18K).

How much institutional selling is happening at Innovator U.S. Equity Buffer ETF - December?

Institutional investors have sold a total of 540,105 shares in the last 24 months. This volume of shares sold represents approximately $22.90M in transactions.



This page (BATS:BDEC) was last updated on 7/5/2025 by MarketBeat.com Staff
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