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

$27.51 +0.19 (+0.70%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
57
Total
Institutional Inflows
(last 12 months)
$44.48M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$17.74M
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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
5/4/2026 Procyon Advisors LLC55,951$1.44M0.0%-8.3%2.627%
5/1/2026 Fifth Third Bancorp2,640$68K0.0%N/A0.124%
4/30/2026 Kestra Advisory Services LLC48,775$1.25M0.0%+38.3%2.290%
4/28/2026 Berger Financial Group Inc7,863$202K0.0%N/A0.369%
4/28/2026 Beacon Financial Advisory LLC13,685$352K0.1%-14.9%0.642%
4/23/2026 Catalina Capital Group LLC106,865$2.75M1.6%+5.9%5.017%
4/21/2026 Maltin Wealth Management Inc.304,909$7.84M3.0%N/A14.315%
4/21/2026 Berkshire Money Management Inc.37,530$964K0.1%-3.6%1.762%
4/18/2026 Faithward Advisors LLC14,415$370K0.0%+21.0%0.677%
4/17/2026 Outlook Wealth Advisors LLC44,338$1.14M0.3%+60.6%2.082%
4/17/2026 Brookstone 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%
2/17/2026 Faithward Advisors LLC11,915$304K0.0%N/A0.559%
2/16/2026Financial Network Wealth Advisors LLC1,159$30K0.0%N/A0.054%
2/16/2026 Alaska Permanent Capital Management LLC6,771$174K0.0%N/A0.318%
2/13/2026 Kestra 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%
2/12/2026 Commonwealth Equity Services LLC126,082$3.22M0.0%+44.5%5.919%
2/12/2026 Miller 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%
2/11/2026 Wealthgarden F.S. LLC8,099$214K0.1%N/A0.380%
2/10/2026 Corrado 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%
2/6/2026 IFP Advisors Inc4,260$109K0.0%+84.3%0.200%
2/6/2026HighTower Advisors LLC12,900$329K0.0%-16.2%0.606%
2/5/2026Phoenix Financial Ltd.9,605$246K0.0%-10.0%0.451%
2/3/2026 Koshinski 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%
2/3/2026 Liberty Atlantic Advisors LLC10,604$271K0.3%N/A0.498%
1/30/2026 Sigma Planning Corp35,021$895K0.0%N/A1.644%
1/28/2026 Crown Wealth Group LLC126,327$3.23M0.9%N/A5.931%
1/23/2026Optima Capital LLC30,124$769K0.3%-13.2%1.414%
1/23/2026 Diligent Investors LLC14,850$379K0.1%+56.3%0.697%
1/23/2026 DHJJ Financial Advisors Ltd.6,139$157K0.1%+93.2%0.288%
1/16/2026 Catalina Capital Group LLC100,883$2.58M1.6%+180.7%4.736%
1/16/2026 PFS Partners LLC10,987$281K0.1%N/A0.516%
1/13/2026 CoreCap Advisors LLC4,246$108K0.0%N/A0.199%
1/12/2026 Fiduciary Financial Group LLC9,530$243K0.0%N/A0.447%
1/7/2026 Procyon 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%
11/12/2025 Commons Capital LLC8,209$209K0.1%N/A0.385%
11/12/2025Weaver Consulting Group22,267$567K0.1%+49.1%1.045%
11/10/2025 Koshinski 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%
11/4/2025 Mutual Advisors LLC179,288$4.60M0.1%N/A8.417%
11/3/2025Atlantic Private Wealth LLC4,902$125K0.1%N/A0.230%
11/3/2025 Corrado Advisors LLC42,349$1.08M0.6%-1.0%1.988%
10/31/2025 Acorn Wealth Advisors LLC11,999$306K0.1%N/A0.563%
10/29/2025 Beacon Financial Advisory LLC16,085$410K0.1%N/A0.755%
10/27/2025Optima Capital LLC34,710$884K0.4%N/A1.630%
10/24/2025 Catalina Capital Group LLC35,942$915K0.6%+59.3%1.687%
10/14/2025 Berkshire 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%
8/12/2025 Miller Financial Services LLC13,841$333K0.4%N/A0.650%
8/12/2025Weaver Consulting Group14,936$359K0.1%-8.8%0.701%
8/11/2025 Outlook Wealth Advisors LLC27,583$663K0.2%-2.7%1.295%
8/8/2025Cetera Investment Advisers88,173$2.12M0.0%-1.3%4.140%
8/1/2025 Corrado 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%
7/24/2025 Vantage Point Financial LLC8,453$203K0.1%N/A0.397%
7/24/2025 IFP Advisors Inc2,320$56K0.0%+27.6%0.109%
7/24/2025Blair William & Co. IL167,601$4.03M0.0%-0.3%7.869%
7/22/2025 Belpointe Asset Management LLC8,633$207K0.0%N/A0.405%
7/22/2025 Berkshire Money Management Inc.40,549$974K0.1%-90.8%1.904%
7/21/2025 Catalina Capital Group LLC22,562$542K0.4%-75.9%1.059%
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%


KDEC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KDEC shares?

During the previous two years, 72 institutional investors and hedge funds held shares of Innovator U.S. Small Cap Power Buffer ETF - December. The most heavily invested institutionals were Maltin Wealth Management Inc. ($7.84M), 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), and Catalina Capital Group LLC ($2.75M).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 71 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).

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

Institutional investors have bought a total of 1,766,691 shares in the last 24 months. This purchase volume represents approximately $44.48M in transactions.

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

Of the 19 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: Berkshire Money Management Inc. ($404.33K), Stuart Chaussee & Associates Inc. ($112.34K), Jane Street Group LLC ($104.97K), Catalina Capital Group LLC ($70.95K), Raymond James Financial Inc. ($13.66K), Susquehanna International Group LLP ($7.30K), and Procyon Advisors LLC ($5.04K).

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

Institutional investors have sold a total of 745,651 shares in the last 24 months. This volume of shares sold represents approximately $17.74M in transactions.



This page (BATS:KDEC) was last updated on 5/5/2026 by MarketBeat.com Staff.
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