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Innovator U.S. Small Cap Power Buffer ETF - December (KDEC) Institutional Ownership

$24.44 +0.14 (+0.57%)
As of 07/9/2025

Institutional Ownership Changes (13F Filings) for Innovator U.S. Small Cap Power Buffer ETF - December (BATS:KDEC)

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$40.48M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$5.01M
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KDEC Institutional Buying and Selling by Quarter

Innovator U.S. Small Cap Power Buffer ETF - December Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2025Oliver Lagore Vanvalin Investment Group119,559$2.74M1.0%N/A5.613%
5/19/2025Jane Street Group LLC11,319$259K0.0%-90.3%0.531%
5/19/2025SageView Advisory Group LLC62,588$1.43M0.1%+75.7%2.938%
5/16/2025Stuart Chaussee & Associates Inc.1,120$26K0.0%-99.0%0.053%
5/16/2025NewEdge Advisors LLC20,070$460K0.0%N/A0.942%
5/15/2025OLD Mission Capital LLC21,430$491K0.0%+91.0%1.006%
5/13/2025HighTower Advisors LLC14,332$328K0.0%+40.2%0.673%
5/12/2025Berger Financial Group Inc14,479$332K0.0%N/A0.635%
5/9/2025Blair William & Co. IL168,051$3.85M0.0%+34.6%7.371%
5/8/2025Grantvest Financial Group LLC11,688$268K0.2%+33.7%0.513%
5/8/2025FSA Advisors Inc.13,855$317K0.3%N/A0.608%
5/7/2025Phoenix Financial Ltd.13,068$299K0.0%-9.4%0.573%
5/6/2025Cetera Investment Advisers89,347$2.05M0.0%+99.4%3.919%
5/6/2025AE Wealth Management LLC4,827$111K0.0%+19.9%0.212%
4/28/2025Weaver Consulting Group16,375$375K0.1%N/A0.718%
4/23/2025Berkshire Money Management Inc.442,026$10.13M1.1%+15.3%19.387%
4/22/2025Cambridge Investment Research Advisors Inc.91,756$2.10M0.0%+122.9%4.024%
4/21/2025Catalina Capital Group LLC93,515$2.14M1.4%N/A4.102%
4/15/2025Noble Wealth Management PBC1,550$36K0.0%N/A0.055%
4/14/2025Outlook Wealth Advisors LLC28,339$649K0.2%N/A1.001%
4/10/2025Diligent Investors LLC9,500$218K0.1%N/A0.336%
3/6/2025Wood Tarver Financial Group LLC4,296$103K0.0%N/A0.141%
2/17/2025Stuart Chaussee & Associates Inc.113,459$2.72M0.7%N/A0.000%
2/17/2025Cetera Investment Advisers44,809$1.08M0.0%N/A0.000%
2/14/2025Jane Street Group LLC116,293$2.79M0.0%N/A0.000%
2/13/2025First Commonwealth Financial Corp PA20,909$501K0.1%N/A0.000%
2/13/2025SageView Advisory Group LLC35,623$854K0.0%N/A0.000%
2/13/2025Phoenix Financial Ltd.14,429$346K0.0%N/A0.000%
2/12/2025OLD Mission Capital LLC11,218$269K0.0%N/A0.000%
2/12/2025Riggs Capital Management LLC41,393$993K1.0%N/A0.000%
2/12/2025Blair William & Co. IL124,860$2.99M0.0%N/A0.000%
2/12/2025JPMorgan Chase & Co.1,124$27K0.0%N/A0.000%
2/11/2025Grantvest Financial Group LLC8,743$210K0.2%N/A0.000%
2/10/2025Signaturefd LLC17,998$432K0.0%N/A0.000%
2/10/2025Creative Financial Designs Inc. ADV1,800$43K0.0%N/A0.000%
2/10/2025Harbour Investments Inc.6,324$152K0.0%N/A0.000%
2/10/2025Commonwealth Equity Services LLC42,483$1.02M0.0%N/A0.000%
2/7/2025HighTower Advisors LLC10,226$245K0.0%N/A0.000%
2/6/2025Steward Partners Investment Advisory LLC1,511$36K0.0%N/A0.000%
2/5/2025Allegiance Financial Group Advisory Services LLC11,141$267K0.1%N/A0.000%
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2/5/2025Corrado Advisors LLC43,828$1.05M0.7%N/A0.000%
2/4/2025IFP Advisors Inc1,613$39K0.0%N/A0.000%
2/4/2025WealthShield Partners LLC4,000$96K0.0%N/A0.000%
1/30/2025DHJJ Financial Advisors Ltd.3,207$77K0.0%N/A0.000%
1/29/2025Stonebridge Financial Group LLC2,525$61K0.0%N/A0.000%
1/28/2025Stephens Inc. AR74,885$1.80M0.0%N/A0.000%
1/27/2025Berkshire Money Management Inc.383,532$9.20M1.0%N/A0.000%
1/27/2025PFS Partners LLC5,976$143K0.1%N/A0.000%
(Data available from 1/1/2016 forward)

KDEC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KDEC shares?

During the previous two years, 38 institutional investors and hedge funds held shares of Innovator U.S. Small Cap Power Buffer ETF - December. The most heavily invested institutionals were Berkshire Money Management Inc. ($10.13M), Blair William & Co. IL ($3.85M), Oliver Lagore Vanvalin Investment Group ($2.74M), Catalina Capital Group LLC ($2.14M), Cambridge Investment Research Advisors Inc. ($2.10M), Cetera Investment Advisers ($2.05M), and Stephens Inc. AR ($1.80M).Learn more on Innovator U.S. Small Cap Power Buffer ETF - December's institutional investors.

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

Of the 38 institutional investors that purchased Innovator U.S. Small Cap Power Buffer ETF - December's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Berkshire Money Management Inc. ($442.03K), Blair William & Co. IL ($168.05K), Oliver Lagore Vanvalin Investment Group ($119.56K), Jane Street Group LLC ($116.29K), Stuart Chaussee & Associates Inc. ($113.46K), Catalina Capital Group LLC ($93.52K), and Cetera Investment Advisers ($89.35K).

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

Institutional investors have bought a total of 1,707,286 shares in the last 24 months. This purchase volume represents approximately $40.48M in transactions.

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

The following institutional investors have sold Innovator U.S. Small Cap Power Buffer ETF - December stock in the last 24 months: Stuart Chaussee & Associates Inc. ($112.34K), Jane Street Group LLC ($104.97K), and Phoenix Financial Ltd. ($1.36K).

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

Institutional investors have sold a total of 218,674 shares in the last 24 months. This volume of shares sold represents approximately $5.01M in transactions.



This page (BATS:KDEC) was last updated on 7/10/2025 by MarketBeat.com Staff
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