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

$53.94 +0.42 (+0.78%)
As of 02:53 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)
66
Total
Institutional Inflows
(last 12 months)
$86.52M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$52.51M
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BDEC Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/16/2026IMG 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%
4/22/2026 FWG Investments LLC.11,695$561K0.4%-8.2%0.149%
4/18/2026 BCS 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%
2/17/2026Beacon Financial Advisory LLC11,435$567K0.1%-24.7%0.146%
2/16/2026 Share 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%
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%
2/11/2026Outlook Wealth Advisors LLC13,457$667K0.1%+4.9%0.171%
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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%
2/9/2026Valtinson Bruner Financial Planning LLC9,539$473K0.1%-9.3%0.122%
2/9/2026Integrity 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%
2/9/2026 Wealthquest 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%
2/5/2026IMG Wealth Management Inc.13,199$654K0.4%+2.5%0.168%
2/4/2026Trek 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%
2/2/2026Grantvest Financial Group LLC6,015$298K0.2%+39.3%0.077%
2/2/2026 Benjamin Edwards Inc.7,075$351K0.0%+6.8%0.090%
2/2/2026Mutual Advisors LLC12,130$601K0.0%+9.1%0.155%
1/30/2026Sigma 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%
1/28/2026 FWG Investments LLC.12,737$631K0.4%+3.8%0.162%
1/27/2026 Krilogy Financial LLC33,515$1.68M0.1%-1.5%0.427%
1/26/2026 BCS 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%
1/21/2026NovaPoint 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%
1/7/2026Sagespring Wealth Partners LLC22,332$1.11M0.0%N/A0.284%
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%
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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%
11/12/2025 Weaver Consulting Group8,685$416K0.1%-7.1%0.111%
11/10/2025Thoroughbred Financial Services LLC21,341$1.02M0.1%-10.5%0.272%
11/7/2025JPMorgan Chase & Co.586$28K0.0%-75.1%0.007%
11/7/2025HighTower Advisors LLC83,513$4.00M0.0%-3.8%1.064%
11/6/2025 Krilogy Financial LLC34,015$1.66M0.1%-2.9%0.433%
11/6/2025 Lantz Financial LLC11,236$539K0.1%-3.5%0.143%


BDEC Institutional Ownership - Frequently Asked Questions

During the previous two years, 118 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 ($9.91M), 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 101 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 ($1.23M), WealthPlan Investment Management LLC ($236.14K), Cerity Partners LLC ($133.89K), Penserra Capital Management LLC ($126.14K), Lido Advisors LLC ($124.04K), and Cresset Asset Management LLC ($113.12K).

Institutional investors have bought a total of 1,774,599 shares in the last 24 months. This purchase volume represents approximately $86.52M in transactions.

Of the 52 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 ($539.89K), WealthPlan Investment Management LLC ($204.11K), WealthPLAN Partners LLC ($44.99K), Commonwealth Equity Services LLC ($35.61K), OLD Mission Capital LLC ($34.22K), BCS Wealth Management ($31.01K), and Cresset Asset Management LLC ($23.92K).

Institutional investors have sold a total of 1,087,398 shares in the last 24 months. This volume of shares sold represents approximately $52.51M in transactions.


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This page (BATS:BDEC) was last updated on 8/3/2026 by MarketBeat.com Staff.
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