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

$42.30

+0.23 (+0.55%)

(As of 09/9/2024 ET)

Number of Institutional Buyers (last 12 months): 42
Total Institutional Inflows (last 12 months): $29.65M

Number of Institutional Sellers (last 12 months): 34
Total Institutional Outflows (last 12 months): $28.28M

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BDEC Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/26/2024	Wealthquest Corp	19,548	$819K	0.1%	-1.8%	0.528%
8/22/2024	Cetera Investment Advisers	83,551	$3.50M	0.0%	-28.0%	2.258%
8/8/2024	Envestnet Asset Management Inc.	46,023	$1.93M	0.0%	-7.7%	1.244%
8/8/2024	Thoroughbred Financial Services LLC	25,361	$1.06M	0.1%	+6.3%	0.685%
8/8/2024	CoreCap Advisors LLC	20,168	$845K	0.1%	N/A	0.545%
8/7/2024	Vantage Financial Partners LLC	20,897	$876K	0.2%	-29.9%	0.565%
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8/6/2024	Chris Bulman Inc	45,217	$1.90M	1.3%	N/A	1.222%
7/31/2024	Commonwealth Equity Services LLC	205,055	$8.59M	0.0%	-2.6%	5.542%
7/30/2024	Integral Investment Advisors Inc.	23,159	$971K	0.4%	-4.1%	0.626%
7/26/2024	Cambridge Investment Research Advisors Inc.	55,756	$2.34M	0.0%	-17.1%	1.507%
7/26/2024	My Personal CFO LLC	68,480	$2.87M	1.5%	-1.7%	1.851%
7/22/2024	Krilogy Financial LLC	39,340	$1.65M	0.1%	-9.8%	1.063%
7/20/2024	Milestone Asset Management LLC	15,706	$658K	0.2%	-10.3%	0.424%
7/18/2024	Brookstone Capital Management	17,395	$735K	0.0%	-92.6%	0.470%
7/16/2024	Wealth Enhancement Advisory Services LLC	9,048	$379K	0.0%	+6.2%	0.245%
7/12/2024	DHJJ Financial Advisors Ltd.	16,913	$709K	0.3%	-1.6%	0.457%
7/10/2024	Lantz Financial LLC	7,483	$314K	0.1%	-5.0%	0.202%
7/9/2024	Fragasso Financial Advisors Inc	7,818	$328K	0.0%	-27.6%	0.211%
7/1/2024	Kathmere Capital Management LLC	7,627	$292K	0.0%	+24.2%	0.206%
5/24/2024	Cetera Advisors LLC	80,033	$3.25M	0.0%	-6.1%	2.163%
5/24/2024	Cetera Investment Advisers	116,011	$4.71M	0.0%	N/A	3.135%
5/23/2024	FSA Advisors Inc.	13,345	$542K	0.6%	+2.9%	0.361%
5/20/2024	Bullseye Investment Management LLC	313,665	$12.73M	7.4%	+1.2%	8.477%
5/9/2024	Wealthquest Corp	19,903	$808K	0.1%	-90.3%	0.538%
5/8/2024	Thoroughbred Financial Services LLC	23,861	$968K	0.1%	-5.9%	0.645%
5/2/2024	Vantage Financial Partners LLC	29,796	$1.21M	0.3%	-3.6%	0.805%
5/1/2024	Janney Montgomery Scott LLC	33,098	$1.34M	0.0%	-5.2%	0.895%
4/30/2024	Valtinson Bruner Financial Planning LLC	8,121	$330K	0.1%	-43.7%	0.219%
4/29/2024	Commonwealth Equity Services LLC	210,603	$8.55M	0.0%	-0.3%	5.692%
4/25/2024	Cambridge Investment Research Advisors Inc.	67,261	$2.73M	0.0%	-3.6%	1.818%
4/24/2024	Krilogy Financial LLC	43,620	$1.77M	0.1%	-27.7%	1.179%
4/23/2024	Nations Financial Group Inc. IA ADV	5,493	$223K	0.0%	-45.6%	0.148%
4/22/2024	Outlook Wealth Advisors LLC	11,260	$457K	0.1%	-11.3%	0.304%
4/19/2024	KFG Wealth Management LLC	11,715	$476K	0.2%	-30.6%	0.317%
4/17/2024	CRA Financial Services LLC	13,100	$532K	0.1%	-7.1%	0.354%
4/16/2024	Kathmere Capital Management LLC	6,142	$249K	0.0%	-19.5%	0.166%
4/15/2024	Sunbelt Securities Inc.	2,979	$121K	0.0%	-55.4%	0.099%
4/15/2024	Brookstone Capital Management	235,504	$9.56M	0.2%	+16.2%	7.850%
4/11/2024	RFG Advisory LLC	16,241	$659K	0.0%	+85.8%	0.541%
4/10/2024	BCS Wealth Management	28,543	$1.16M	0.4%	-3.6%	0.951%
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2/16/2024	Wealthquest Corp	205,186	$7.85M	0.9%	-16.5%	6.840%
2/16/2024	PCA Investment Advisory Services Inc.	17,618	$674K	0.4%	+45.5%	0.587%
2/16/2024	Optimist Retirement Group LLC	5,554	$212K	0.1%	N/A	0.185%
2/14/2024	Personal CFO Solutions LLC	12,366	$473K	0.1%	N/A	0.412%
2/12/2024	Focus Financial Network Inc. ADV	8,872	$339K	0.0%	N/A	0.296%
2/9/2024	Nations Financial Group Inc. IA ADV	10,100	$386K	0.0%	+4.2%	0.337%
2/9/2024	Cambridge Investment Research Advisors Inc.	69,788	$2.67M	0.0%	+14.1%	2.326%
2/8/2024	Foundations Investment Advisors LLC	15,885	$622K	0.0%	-11.8%	0.530%
2/8/2024	Janney Montgomery Scott LLC	34,926	$1.34M	0.0%	+6.4%	1.164%
2/7/2024	Principal Securities Inc.	4,614	$176K	0.0%	N/A	0.154%
2/6/2024	Valtinson Bruner Financial Planning LLC	14,434	$552K	0.3%	+3.4%	0.481%
2/6/2024	Lincoln National Corp	55,391	$2.12M	0.0%	+45.5%	1.846%
2/6/2024	SRS Capital Advisors Inc.	12,436	$476K	0.1%	-3.4%	0.415%
2/5/2024	Vantage Financial Partners LLC	30,893	$1.18M	0.3%	+11.5%	1.030%
2/1/2024	Capital Investment Advisory Services LLC	700	$27K	0.0%	N/A	0.023%
2/1/2024	Sigma Planning Corp	9,498	$363K	0.0%	-29.8%	0.317%
2/1/2024	CRA Financial Services LLC	14,100	$539K	0.1%	-15.1%	0.470%
1/31/2024	KFG Wealth Management LLC	16,883	$646K	0.3%	-2.7%	0.563%
1/30/2024	Capital Analysts LLC	2,808	$107K	0.0%	+16.9%	0.094%
1/30/2024	DHJJ Financial Advisors Ltd.	17,188	$657K	0.3%	+27.8%	0.573%
1/29/2024	Outlook Wealth Advisors LLC	12,701	$486K	0.2%	+77.6%	0.423%
1/26/2024	Cerity Partners LLC	40,726	$1.56M	0.0%	N/A	1.358%
1/26/2024	Krilogy Financial LLC	60,370	$2.31M	0.2%	-1.7%	2.012%
1/25/2024	RFG Advisory LLC	8,741	$334K	0.0%	+13.1%	0.291%
1/24/2024	Stratos Wealth Partners LTD.	8,490	$325K	0.0%	N/A	0.283%
1/23/2024	Milestone Asset Management LLC	17,558	$672K	0.2%	-10.8%	0.585%
1/23/2024	Beacon Financial Advisory LLC	15,297	$585K	0.3%	N/A	0.510%
1/23/2024	My Personal CFO LLC	69,680	$2.67M	1.7%	+32.4%	2.323%
1/22/2024	Weaver Consulting Group	6,234	$238K	0.1%	-5.3%	0.208%
1/19/2024	AdvisorNet Financial Inc	1,867	$71K	0.0%	-39.1%	0.062%
1/18/2024	John W. Brooker & Co. CPAs	7,950	$304K	0.2%	N/A	0.265%
1/16/2024	Raymond James Financial Services Advisors Inc.	17,740	$679K	0.0%	+53.1%	0.591%
1/16/2024	CoreCap Advisors LLC	19,429	$743K	0.0%	+15.3%	0.648%
1/12/2024	Mutual Advisors LLC	46,290	$1.77M	0.1%	N/A	1.543%
1/12/2024	Lantz Financial LLC	7,882	$301K	0.1%	+3.5%	0.263%
1/12/2024	Bellwether Advisors LLC	25,017	$957K	0.2%	-50.1%	0.834%
1/11/2024	Brookstone Capital Management	202,648	$7.75M	0.2%	N/A	6.755%
1/11/2024	BCS Wealth Management	29,621	$1.13M	0.4%	+39.0%	0.987%
1/10/2024	Sugarloaf Wealth Management LLC	673	$26K	0.0%	N/A	0.022%
1/8/2024	Fragasso Group Inc.	10,805	$413K	0.0%	+20.0%	0.360%
11/16/2023	Orion Capital Management LLC	5,000	$175K	0.1%	N/A	0.167%
11/16/2023	Penserra Capital Management LLC	133,869	$4.68M	0.1%	+43.5%	4.462%
11/14/2023	Share Andrew L.	7,500	$262K	0.1%	N/A	0.250%
11/14/2023	Milestone Asset Management LLC	19,687	$689K	0.2%	-11.7%	0.656%
11/13/2023	Kestra Advisory Services LLC	8,931	$312K	0.0%	-56.1%	0.298%
11/8/2023	HighTower Advisors LLC	127,158	$4.44M	0.0%	+13.8%	4.239%
11/8/2023	Janney Montgomery Scott LLC	32,821	$1.15M	0.0%	-12.4%	1.094%
11/6/2023	Sigma Planning Corp	13,524	$473K	0.0%	-4.5%	0.451%
11/6/2023	My Personal CFO LLC	52,640	$1.84M	1.5%	-5.4%	1.755%
11/6/2023	Lincoln National Corp	38,071	$1.33M	0.0%	-2.6%	1.269%
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11/2/2023	Vantage Financial Partners LLC	27,718	$969K	0.4%	-5.4%	0.924%
11/1/2023	Krilogy Financial LLC	61,420	$2.15M	0.2%	-22.2%	2.047%
10/24/2023	Raymond James Financial Services Advisors Inc.	11,590	$405K	0.0%	N/A	0.386%
10/24/2023	Cambridge Investment Research Advisors Inc.	61,159	$2.14M	0.0%	-9.6%	2.039%
10/23/2023	Commonwealth Equity Services LLC	143,017	$5.00M	0.0%	-15.1%	4.767%
10/17/2023	KFG Wealth Management LLC	17,356	$607K	0.3%	-25.8%	0.579%
10/13/2023	CRA Financial Services LLC	16,610	$581K	0.2%	-27.6%	0.554%
10/12/2023	IFP Advisors Inc	3,245	$113K	0.0%	-17.7%	0.108%
10/12/2023	BCS Wealth Management	21,312	$745K	0.3%	-11.7%	0.710%
10/11/2023	AE Wealth Management LLC	25,773	$901K	0.0%	+4.2%	0.859%

(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, 76 institutional investors and hedge funds held shares of Innovator U.S. Equity Buffer ETF - December. The most heavily invested institutionals were Bullseye Investment Management LLC ($12.73M), Commonwealth Equity Services LLC ($8.59M), Penserra Capital Management LLC ($4.68M), HighTower Advisors LLC ($4.44M), Osaic Holdings Inc. ($4.19M), Advisor Group Holdings Inc. ($4.14M), and Cetera Investment Advisers ($3.50M).Learn more on BDEC's institutional investors.
Which institutional investors have been buying Innovator U.S. Equity Buffer ETF - December stock?: Of the 65 institutional investors that purchased Innovator U.S. Equity Buffer ETF - December stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($241.75K), Cetera Investment Advisers ($116.01K), Wealthquest Corp ($99.12K), Commonwealth Equity Services LLC ($91.56K), Penserra Capital Management LLC ($86.51K), HighTower Advisors LLC ($78.79K), and BCS Wealth Management ($75.33K).
How much institutional buying is happening at Innovator U.S. Equity Buffer ETF - December?: Institutional investors have bought a total of 1,601,454 shares in the last 24 months. This purchase volume represents approximately $56.79M in transactions.

Which Innovator U.S. Equity Buffer ETF - December major shareholders have been selling company stock?: Of the 42 institutional investors that sold Innovator U.S. Equity Buffer ETF - December stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bellwether Advisors LLC ($1.31M), Wealthquest Corp ($267.55K), Brookstone Capital Management ($218.11K), Krilogy Financial LLC ($88.18K), BCS Wealth Management ($46.79K), Commonwealth Equity Services LLC ($33.37K), and Cetera Investment Advisers ($32.46K).
How much institutional selling is happening at Innovator U.S. Equity Buffer ETF - December?: Institutional investors have sold a total of 2,198,425 shares in the last 24 months. This volume of shares sold represents approximately $76.55M in transactions.