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

Innovator U.S. Equity Power Buffer ETF - December logo
$38.63 +0.35 (+0.91%)
As of 03:43 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Power Buffer ETF - December (BATS:PDEC)

Number of
Institutional Buyers
(last 12 months)
152
Total
Institutional Inflows
(last 12 months)
$274.88M
Number of
Institutional Sellers
(last 12 months)
83
Total
Institutional Outflows
(last 12 months)
$119.67M
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PDEC Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025MBL Wealth LLC103,240$3.88M0.4%+2.3%0.395%
5/20/2025 Belpointe Asset Management LLC149,262$5.62M0.3%+1,209.0%0.571%
5/20/2025 Focus Partners Wealth32,088$1.21M0.0%-2.1%0.123%
5/19/2025 SageView Advisory Group LLC72,040$2.71M0.1%+66.5%0.276%
5/16/2025 Talon Private Wealth LLC52,306$1.97M0.3%+23.0%0.200%
5/16/2025 NewEdge Advisors LLC62,834$2.36M0.0%-19.5%0.240%
5/16/2025 Alliancebernstein L.P.4,650,427$174.86M0.1%-12.2%17.797%
5/16/2025 AQR Capital Management LLC15,200$572K0.0%+3.6%0.058%
5/15/2025 MAI Capital Management94,951$3.57M0.0%+36.4%0.363%
5/15/2025 Calton & Associates Inc.6,012$226K0.1%N/A0.023%
5/14/2025 CreativeOne Wealth LLC20,196$759K0.0%-2.1%0.077%
5/14/2025 Kestra Advisory Services LLC257,248$9.67M0.0%-4.7%0.984%
5/14/2025 Frisch Financial Group Inc.39,351$1.48M0.4%N/A0.151%
5/14/2025 Tradition Wealth Management LLC46,917$1.76M0.2%+22.4%0.180%
5/13/2025 Raymond James Financial Inc.267,679$10.07M0.0%+0.7%1.024%
5/13/2025 Cresset Asset Management LLC191,897$7.22M0.0%-0.8%0.734%
5/13/2025 Forvis Mazars Wealth Advisors LLC79,155$2.98M0.1%-19.9%0.303%
5/13/2025 Nations Financial Group Inc. IA ADV37,090$1.40M0.1%+6.8%0.142%
5/13/2025 Compass Advisory Group LLC74,414$2.80M1.0%+1.2%0.285%
5/13/2025 Long Island Wealth Management Inc.26,524$997K0.6%+3.0%0.102%
5/13/2025 Kovitz Investment Group Partners LLC1,043,210$39.23M0.2%-2.5%3.992%
5/13/2025 Vestmark Advisory Solutions Inc.8,350$314K0.0%N/A0.032%
5/13/2025 HighTower Advisors LLC575,797$21.65M0.0%0.0%2.204%
5/12/2025 Townsquare Capital LLC115,796$4.35M0.0%+25.7%0.443%
5/9/2025 West Michigan Advisors LLC223,765$8.41M2.8%-0.4%0.856%
5/9/2025 Atria Wealth Solutions Inc.73,565$2.77M0.0%+8.2%0.282%
5/9/2025 Gill Capital Partners LLC115,576$4.35M1.5%+41.5%0.442%
5/9/2025 Commonwealth Equity Services LLC643,762$24.21M0.0%+4.3%2.464%
5/9/2025 Blair William & Co. IL850,373$31.97M0.1%+34.0%3.254%
5/8/2025 Harbour Investments Inc.99,735$3.75M0.1%+2.0%0.382%
5/8/2025 Grantvest Financial Group LLC7,228$272K0.2%N/A0.028%
5/8/2025 Arkadios Wealth Advisors17,436$656K0.0%N/A0.067%
5/8/2025 FSA Advisors Inc.30,433$1.14M0.9%+60.9%0.116%
5/7/2025 PTM Wealth Management LLC37,167$1.31M1.3%N/A0.142%
5/7/2025 Foundations Investment Advisors LLC244,567$9.20M0.2%+1.1%0.936%
5/7/2025 Bellwether Advisors LLC201,633$7.58M1.6%+393.1%0.772%
5/7/2025 Horan Capital Advisors LLC.12,374$465K0.2%-13.8%0.047%
5/7/2025 LPL Financial LLC473,453$17.80M0.0%+99.5%1.812%
5/7/2025 Brown Wealth Management LLC70,762$2.66M0.9%+110.7%0.271%
5/7/2025 HB Wealth Management LLC118,907$4.47M0.0%+0.4%0.455%
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5/7/2025 Keystone Financial Group Inc.10,738$404K0.3%+70.2%0.041%
5/7/2025 Phoenix Financial Ltd.18,640$703K0.0%-19.1%0.071%
5/6/2025 Cetera Investment Advisers273,827$10.30M0.0%+26.9%1.048%
5/6/2025 AE Wealth Management LLC45,272$1.70M0.0%-1.0%0.171%
5/6/2025 Retirement Income Solutions Inc38,677$1.45M0.3%+7.3%0.146%
5/6/2025 Old Port Advisors10,650$400K0.1%N/A0.040%
5/5/2025 IFP Advisors Inc42,537$1.60M0.0%+11.2%0.161%
5/5/2025 Calton & Associates Inc.5,318$200K0.0%N/A0.020%
5/5/2025 Csenge Advisory Group16,750$611K0.0%-7.2%0.063%
5/5/2025 Diversify Advisory Services LLC10,625$398K0.0%-31.1%0.040%
5/5/2025 Riverchase Wealth Management LLC6,224$234K0.2%N/A0.024%
5/2/2025 Kingsview Wealth Management LLC9,509$358K0.0%N/A0.036%
5/2/2025 Ascent Wealth Partners LLC25,036$941K0.1%+20.3%0.095%
5/2/2025 Firestone Capital Management12,474$469K0.1%-18.5%0.047%
5/2/2025 Sigma Planning Corp11,975$450K0.0%-4.0%0.045%
5/1/2025 Corrado Advisors LLC71,903$2.70M1.8%-0.8%0.272%
5/1/2025 Stephens Inc. AR614,711$23.11M0.3%-0.6%2.324%
4/30/2025 Axxcess Wealth Management LLC9,515$358K0.0%N/A0.036%
4/30/2025 Trek Financial LLC87,054$3.27M0.2%+60.1%0.329%
4/29/2025 U.S. Capital Wealth Advisors LLC18,822$708K0.0%+74.7%0.071%
4/29/2025 Envestnet Asset Management Inc.374,801$14.09M0.0%+8.3%1.417%
4/29/2025 Penserra Capital Management LLC1,247,345$46.90M0.8%+3.6%4.716%
4/29/2025 Concurrent Investment Advisors LLC43,045$1.62M0.0%+14.3%0.163%
4/29/2025 Strategic Blueprint LLC5,880$221K0.0%-54.4%0.022%
4/29/2025 Brookstone Capital Management999,404$37.58M0.5%+5.1%3.778%
4/29/2025 OneDigital Investment Advisors LLC33,586$1.26M0.0%+24.2%0.127%
4/29/2025 Silver Oak Securities Incorporated11,990$450K0.0%-10.3%0.045%
4/28/2025 Castle Wealth Management LLC6,825$257K0.1%N/A0.026%
4/28/2025 Mutual Advisors LLC20,786$778K0.0%+38.5%0.079%
4/28/2025 Global Strategic Investment Solutions LLC209,033$7.86M0.9%-7.0%0.790%
4/25/2025 Crown Wealth Group LLC6,175$232K0.1%-47.9%0.023%
4/23/2025 Creative Financial Designs Inc. ADV2,969$112K0.0%+32.0%0.011%
4/23/2025 Cornerstone Wealth Group LLC13,137$494K0.0%-6.9%0.050%
4/23/2025 Valmark Advisers Inc.22,823$858K0.0%-9.7%0.086%
4/23/2025 Vantage Point Financial LLC5,396$203K0.1%N/A0.020%
4/23/2025 Continuum Advisory LLC21,103$793K0.1%+17.0%0.080%
4/22/2025 Cambridge Investment Research Advisors Inc.206,252$7.76M0.0%+8.1%0.780%
4/22/2025 Weaver Capital Management LLC94,804$3.57M0.9%-48.8%0.358%
4/21/2025 Siligmueller & Norvid Wealth Advisors LLC78,001$2.93M1.2%+16.0%0.295%
4/21/2025 Catalina Capital Group LLC106,897$4.02M2.6%+53.2%0.404%
4/17/2025 Sagespring Wealth Partners LLC18,803$707K0.0%-2.7%0.071%
4/17/2025 Janney Montgomery Scott LLC117,883$4.43M0.0%-6.8%0.446%
4/16/2025 CRA Financial Services LLC168,433$6.33M1.1%+68.2%0.637%
4/16/2025 Southland Equity Partners LLC67,764$2.55M0.6%+13.8%0.256%
4/16/2025 Wealth Enhancement Advisory Services LLC143,650$5.40M0.0%-7.5%0.543%
4/15/2025 Yarger Wealth Strategies LLC81,895$3.08M1.8%-0.6%0.310%
4/15/2025 Noble Wealth Management PBC82,895$3.12M2.1%+18,321.1%0.313%
4/15/2025 Chris Bulman Inc51,654$1.94M1.2%-4.9%0.195%
4/15/2025 Focus Financial Network Inc.8,951$337K0.0%-11.2%0.034%
4/14/2025 Farther Finance Advisors LLC59,561$2.24M0.1%-7.7%0.225%
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4/14/2025 City Holding Co.24,748$930K0.1%-5.1%0.094%
4/14/2025 Outlook Wealth Advisors LLC110,814$4.17M1.2%+111.9%0.415%
4/14/2025 BCS Wealth Management51,449$1.93M0.5%-16.3%0.193%
4/14/2025 Miracle Mile Advisors LLC19,754$743K0.0%+40.6%0.074%
4/14/2025 ARS Wealth Advisors Group LLC13,272$499K0.1%-34.6%0.050%
4/11/2025 KFG Wealth Management LLC95,867$3.61M0.7%+10.3%0.359%
4/11/2025 Pinnacle Wealth Management Group Inc.66,540$2.50M1.7%+21.7%0.249%
4/10/2025 Diligent Investors LLC63,962$2.41M0.6%-20.7%0.240%
4/9/2025 RFG Advisory LLC21,114$794K0.0%-28.8%0.079%
4/9/2025 Milestone Asset Management LLC61,079$2.30M0.5%-7.1%0.229%
(Data available from 1/1/2016 forward)

PDEC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PDEC shares?

During the previous two years, 217 institutional investors and hedge funds held shares of Innovator U.S. Equity Power Buffer ETF - December. The most heavily invested institutionals were Alliancebernstein L.P. ($174.86M), Penserra Capital Management LLC ($46.90M), Strategic Wealth Partners Group LLC ($39.64M), Kovitz Investment Group Partners LLC ($39.23M), Brookstone Capital Management ($37.58M), Blair William & Co. IL ($31.97M), and Commonwealth Equity Services LLC ($24.21M).Learn more on PDEC's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity Power Buffer ETF - December stock?

Of the 192 institutional investors that purchased Innovator U.S. Equity Power 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 ($1.47M), Blair William & Co. IL ($471.68K), Cetera Advisors LLC ($402.00K), MBL Wealth LLC ($396.78K), Alliancebernstein L.P. ($362.85K), Cetera Investment Advisers ($304.33K), and Raymond James Financial Inc. ($267.68K).

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

Institutional investors have bought a total of 10,411,232 shares in the last 24 months. This purchase volume represents approximately $384.87M in transactions.

Which Innovator U.S. Equity Power Buffer ETF - December major shareholders have been selling company stock?

Of the 115 institutional investors that sold Innovator U.S. Equity Power Buffer ETF - December stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($1.44M), Alliancebernstein L.P. ($647.20K), Compass Advisory Group LLC ($509.86K), Crown Wealth Group LLC ($326.62K), Cetera Investment Advisers ($320.97K), Global Strategic Investment Solutions LLC ($308.57K), and Commonwealth Equity Services LLC ($240.34K).

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

Institutional investors have sold a total of 6,426,268 shares in the last 24 months. This volume of shares sold represents approximately $229.61M in transactions.



This page (BATS:PDEC) was last updated on 5/22/2025 by MarketBeat.com Staff
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