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

$27.62 -0.48 (-1.71%)
As of 10/14/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Small Cap Power Buffer ETF - December (BATS:KDEC)

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$37.57M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$9.97M
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KDEC Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/14/2026Maltin Wealth Management Inc.29,205$821K0.3%-90.5%1.371%
10/1/2026 Noble Wealth Management PBC1,600$45K0.0%-24.7%0.075%
9/9/2026NewEdge Advisors LLC18,150$515K0.0%-8.8%0.852%
9/2/2026Citadel Advisors LLC7,451$211K0.0%N/A0.350%
6/1/2026Financial Solutions Advisory Group Inc.12,226$314K0.0%N/A0.574%
5/13/2026Cetera Investment Advisers66,437$1.71M0.0%-33.7%3.119%
5/8/2026Atlantic Private Wealth LLC4,793$123K0.1%+1,191.9%0.225%
5/6/2026Independent Financial Group LLC34,751$893K0.0%N/A1.632%
5/4/2026Procyon Advisors LLC55,951$1.44M0.0%-8.3%2.627%
5/1/2026Fifth Third Bancorp2,640$68K0.0%N/A0.124%
4/30/2026Kestra Advisory Services LLC48,775$1.25M0.0%+38.3%2.290%
4/28/2026Berger Financial Group Inc7,863$202K0.0%N/A0.369%
4/28/2026Beacon Financial Advisory LLC13,685$352K0.1%-14.9%0.642%
4/23/2026Catalina Capital Group LLC106,865$2.75M1.6%+5.9%5.017%
4/21/2026Maltin Wealth Management Inc.304,909$7.84M3.0%N/A14.315%
4/21/2026Berkshire Money Management Inc.37,530$964K0.1%-3.6%1.762%
4/18/2026Faithward Advisors LLC14,415$370K0.0%+21.0%0.677%
4/17/2026Outlook Wealth Advisors LLC44,338$1.14M0.3%+60.6%2.082%
4/17/2026Brookstone Capital Management14,501$373K0.0%N/A0.681%
2/18/2026First Commonwealth Financial Corp PA 35,894$917K0.2%+9.1%1.685%
2/18/2026OLD Mission Capital LLC11,518$294K0.0%+16.5%0.541%
2/17/2026Cetera Investment Advisers100,162$2.56M0.0%+12.7%4.702%
2/17/2026Osaic Holdings Inc.56,924$1.45M0.0%+74.3%2.672%
2/17/2026Blair William & Co. IL205,082$5.24M0.0%+22.9%9.628%
2/17/2026Faithward Advisors LLC11,915$304K0.0%N/A0.559%
2/16/2026Financial Network Wealth Advisors LLC1,159$30K0.0%N/A0.054%
2/16/2026Alaska Permanent Capital Management LLC6,771$174K0.0%N/A0.318%
2/13/2026Kestra Advisory Services LLC35,270$901K0.0%+44.7%1.656%
2/12/2026Jane Street Group LLC26,982$689K0.0%N/A1.267%
2/12/2026TopTier Wealth Management LLC25,345$647K0.4%N/A1.190%
2/12/2026Commonwealth Equity Services LLC126,082$3.22M0.0%+44.5%5.919%
2/12/2026Miller Financial Services LLC14,041$359K0.4%-2.8%0.659%
2/11/2026Capital Analysts LLC1,442$37K0.0%N/A0.068%
2/11/2026LPL Financial LLC19,965$510K0.0%N/A0.937%
2/11/2026Wealthgarden F.S. LLC8,099$214K0.1%N/A0.380%
2/10/2026Corrado Advisors LLC69,858$1.78M0.9%+65.0%3.280%
2/9/2026Harbour Investments Inc.47,484$1.21M0.0%+79.7%2.229%
2/6/2026EverSource Wealth Advisors LLC2,229$57K0.0%N/A0.105%
2/6/2026IFP Advisors Inc4,260$109K0.0%+84.3%0.200%
2/6/2026HighTower Advisors LLC12,900$329K0.0%-16.2%0.606%
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2/5/2026Phoenix Financial Ltd.9,605$246K0.0%-10.0%0.451%
2/3/2026Koshinski Asset Management Inc.15,110$386K0.0%-23.7%0.709%
2/3/2026Allegiance Financial Group Advisory Services LLC9,141$233K0.0%-18.0%0.429%
2/3/2026Liberty Atlantic Advisors LLC10,604$271K0.3%N/A0.498%
1/30/2026Sigma Planning Corp35,021$895K0.0%N/A1.644%
1/28/2026Crown Wealth Group LLC126,327$3.23M0.9%N/A5.931%
1/23/2026Optima Capital LLC30,124$769K0.3%-13.2%1.414%
1/23/2026Diligent Investors LLC14,850$379K0.1%+56.3%0.697%
1/23/2026DHJJ Financial Advisors Ltd.6,139$157K0.1%+93.2%0.288%
1/16/2026Catalina Capital Group LLC100,883$2.58M1.6%+180.7%4.736%
1/16/2026PFS Partners LLC10,987$281K0.1%N/A0.516%
1/13/2026CoreCap Advisors LLC4,246$108K0.0%N/A0.199%
1/12/2026Fiduciary Financial Group LLC9,530$243K0.0%N/A0.447%
1/7/2026Procyon Advisors LLC60,995$1.56M0.0%N/A2.864%
1/5/2026 Noble Wealth Management PBC2,125$54K0.0%+37.1%0.100%
11/17/2025Susquehanna International Group LLP13,476$343K0.0%-35.1%0.633%
11/17/2025Mercer Global Advisors Inc. ADV10,096$257K0.0%N/A0.474%
11/14/2025Raymond James Financial Inc.32,933$839K0.0%-29.3%1.546%
11/13/2025SageView Advisory Group LLC169,223$4.31M0.1%+142.4%7.945%
11/13/2025Blair William & Co. IL166,832$4.25M0.0%-0.5%7.832%
11/12/2025Focus Partners Advisor Solutions LLC18,282$464K0.0%+64.1%0.858%
11/12/2025Commons Capital LLC8,209$209K0.1%N/A0.385%
11/12/2025Weaver Consulting Group22,267$567K0.1%+49.1%1.045%
11/10/2025Koshinski Asset Management Inc.19,810$505K0.0%N/A0.930%
11/7/2025Wealth Alliance LLC8,076$206K0.0%N/A0.379%
11/4/2025Grantvest Financial Group LLC15,158$386K0.3%+29.7%0.712%
11/4/2025Mutual Advisors LLC179,288$4.60M0.1%N/A8.417%
11/3/2025Atlantic Private Wealth LLC4,902$125K0.1%N/A0.230%
11/3/2025Corrado Advisors LLC42,349$1.08M0.6%-1.0%1.988%
10/31/2025Acorn Wealth Advisors LLC11,999$306K0.1%N/A0.563%
10/29/2025Beacon Financial Advisory LLC16,085$410K0.1%N/A0.755%
10/27/2025Optima Capital LLC34,710$884K0.4%N/A1.630%
10/24/2025Catalina Capital Group LLC35,942$915K0.6%+59.3%1.687%
10/14/2025Berkshire Money Management Inc.39,120$996K0.1%-3.5%1.837%
9/4/2025Osaic Holdings Inc.33,552$806K0.0%+23.2%1.575%
8/14/2025Raymond James Financial Inc.46,588$1.12M0.0%+7.4%2.187%
8/13/2025SageView Advisory Group LLC69,817$1.71M0.1%+11.6%3.278%
8/12/2025Miller Financial Services LLC13,841$333K0.4%N/A0.650%
8/12/2025Weaver Consulting Group14,936$359K0.1%-8.8%0.701%
8/11/2025Outlook Wealth Advisors LLC27,583$663K0.2%-2.7%1.295%
8/8/2025Cetera Investment Advisers88,173$2.12M0.0%-1.3%4.140%
8/1/2025Corrado Advisors LLC42,770$1.03M0.6%-1.5%2.008%
7/31/2025Focus Partners Advisor Solutions LLC11,141$268K0.0%N/A0.523%
7/30/2025Phoenix Financial Ltd.10,678$256K0.0%-18.3%0.501%
7/24/2025Vantage Point Financial LLC8,453$203K0.1%N/A0.397%
7/24/2025IFP Advisors Inc2,320$56K0.0%+27.6%0.109%
7/24/2025Blair William & Co. IL167,601$4.03M0.0%-0.3%7.869%
7/22/2025Belpointe Asset Management LLC8,633$207K0.0%N/A0.405%
7/22/2025Berkshire Money Management Inc.40,549$974K0.1%-90.8%1.904%
7/21/2025Catalina Capital Group LLC22,562$542K0.4%-75.9%1.059%
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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%


KDEC Institutional Ownership - Frequently Asked Questions

During the previous two years, 75 institutional investors and hedge funds held shares of Innovator U.S. Small Cap Power Buffer ETF - December. The most heavily invested institutionals were Blair William & Co. IL ($5.24M), Mutual Advisors LLC ($4.60M), SageView Advisory Group LLC ($4.31M), Crown Wealth Group LLC ($3.23M), Commonwealth Equity Services LLC ($3.22M), Catalina Capital Group LLC ($2.75M), and Oliver Lagore Vanvalin Investment Group ($2.74M).Learn more on Innovator U.S. Small Cap Power Buffer ETF - December's institutional investors.

Of the 74 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), Maltin Wealth Management Inc. ($304.91K), Blair William & Co. IL ($206.30K), Mutual Advisors LLC ($179.29K), Catalina Capital Group LLC ($177.82K), SageView Advisory Group LLC ($169.22K), and Jane Street Group LLC ($143.28K).

Institutional investors have bought a total of 1,465,505 shares in the last 24 months. This purchase volume represents approximately $37.57M in transactions.

Of the 17 institutional investors that sold Innovator U.S. Small Cap Power Buffer ETF - December's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Maltin Wealth Management Inc. ($279.62K), Cetera Investment Advisers ($33.73K), Raymond James Financial Inc. ($13.66K), Susquehanna International Group LLP ($7.30K), Procyon Advisors LLC ($5.04K), Koshinski Asset Management Inc. ($4.70K), and Optima Capital LLC ($4.59K).

Institutional investors have sold a total of 361,890 shares in the last 24 months. This volume of shares sold represents approximately $9.97M in transactions.


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Institutional ownership data for BATS:KDEC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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