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

Innovator U.S. Equity Power Buffer ETF - December logo
$41.29 +3.01 (+7.86%)
As of 03:29 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)
160
Total
Institutional Inflows
(last 12 months)
$297.60M
Number of
Institutional Sellers
(last 12 months)
92
Total
Institutional Outflows
(last 12 months)
$95.76M
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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
9/4/2025 Osaic Holdings Inc.1,207,997$48.33M0.1%-4.2%4.536%
8/15/2025 Visionary Wealth Advisors25,195$1.01M0.1%-2.4%0.095%
8/15/2025 Garden State Investment Advisory Services LLC11,080$443K0.1%-35.4%0.042%
8/15/2025 Bank of America Corp DE1,793$72K0.0%N/A0.007%
8/14/2025 Jane Street Group LLC19,053$762K0.0%N/A0.072%
8/14/2025 Raymond James Financial Inc.297,797$11.92M0.0%+11.3%1.118%
8/14/2025 Alliancebernstein L.P.4,595,108$183.85M0.1%-1.2%17.255%
8/14/2025 Frisch Financial Group Inc.38,802$1.55M0.4%-1.4%0.146%
8/14/2025 NewEdge Advisors LLC59,076$2.36M0.0%-6.0%0.222%
8/14/2025 Cerity Partners LLC637,470$25.51M0.0%+2,060.9%2.394%
8/13/2025 SageView Advisory Group LLC133,170$5.42M0.2%+84.9%0.500%
8/13/2025 Cresset Asset Management LLC177,944$7.12M0.0%-7.3%0.668%
8/13/2025 Trek Financial LLC101,271$4.05M0.3%+16.3%0.380%
8/13/2025 Beacon Pointe Advisors LLC194,440$7.78M0.1%-4.1%0.730%
8/12/2025 CreativeOne Wealth LLC19,819$793K0.0%-1.9%0.074%
8/12/2025 MAI Capital Management59,772$2.39M0.0%-37.0%0.224%
8/12/2025 JPMorgan Chase & Co.800$32K0.0%-92.3%0.003%
8/12/2025 Weaver Consulting Group54,590$2.18M0.6%+3.3%0.205%
8/11/2025 Outlook Wealth Advisors LLC111,183$4.45M1.1%+0.3%0.418%
8/11/2025 Capital Square LLC5,131$206K0.1%N/A0.019%
8/8/2025 Kingsview Wealth Management LLC5,815$233K0.0%-38.8%0.022%
8/8/2025 Cetera Investment Advisers275,901$11.04M0.0%+0.8%1.036%
8/8/2025 Foundations Investment Advisors LLC259,232$10.37M0.2%+6.0%0.973%
8/7/2025 Allworth Financial LP2,805$112K0.0%+55.4%0.011%
8/7/2025 Sound View Wealth Advisors Group LLC6,603$264K0.0%-10.4%0.025%
8/6/2025 AE Wealth Management LLC44,462$1.78M0.0%-1.8%0.167%
8/6/2025 Penserra Capital Management LLC1,465,981$58.65M0.8%+17.5%5.505%
8/6/2025 Soltis Investment Advisors LLC7,652$306K0.0%-4.4%0.029%
8/6/2025 HORAN Wealth LLC11,838$474K0.1%N/A0.044%
8/6/2025 ORBA Wealth Advisors L.L.C.8,500$340K0.3%N/A0.032%
8/5/2025 Milestone Asset Management LLC58,632$2.35M0.5%-4.0%0.220%
8/5/2025 Sigma Planning Corp12,757$510K0.0%+6.5%0.048%
8/4/2025 Atria Investments Inc140,382$5.62M0.1%+28.6%0.527%
8/4/2025 Arkadios Wealth Advisors19,862$795K0.0%+13.9%0.075%
8/4/2025 World Investment Advisors13,135$526K0.0%-34.7%0.049%
8/1/2025 Corrado Advisors LLC71,430$2.86M1.7%-0.7%0.268%
8/1/2025 Advisory Alpha LLC29,676$1.19M0.0%+1.7%0.111%
8/1/2025 Envestnet Asset Management Inc.416,731$16.64M0.0%+11.2%1.565%
7/31/2025 Focus Partners Advisor Solutions LLC10,475$419K0.0%N/A0.039%
7/31/2025 Pinnacle Wealth Management Group Inc.67,640$2.71M1.6%+1.7%0.254%
7/31/2025 West Michigan Advisors LLC225,796$9.03M2.5%+0.9%0.848%
7/31/2025 Gill Capital Partners LLC114,226$4.57M1.5%-1.2%0.429%
7/30/2025 Strategic Blueprint LLC5,357$214K0.0%-8.9%0.020%
7/30/2025 Brookstone Capital Management929,495$37.19M0.5%-7.0%3.490%
7/30/2025 Sanders Morris Harris LLC5,000$200K0.0%N/A0.019%
7/30/2025 Greenup Street Wealth Management LLC7,639$306K0.1%+9.2%0.029%
7/30/2025 Triton Financial Group Inc16,205$648K0.5%N/A0.061%
7/29/2025 Forvis Mazars Wealth Advisors LLC71,608$2.87M0.1%-9.5%0.269%
7/28/2025 Compass Advisory Group LLC68,314$2.73M0.9%-8.2%0.257%
7/28/2025 WealthPlan Investment Management LLC5,136$205K0.0%N/A0.019%
7/28/2025 Mutual Advisors LLC5,876$239K0.0%-71.7%0.022%
7/28/2025 Harbour Investments Inc.309,329$12.38M0.3%+210.2%1.162%
7/28/2025 RFG Advisory LLC12,362$495K0.0%-41.5%0.046%
7/25/2025 Atria Wealth Solutions Inc.65,925$2.64M0.1%-10.4%0.248%
7/25/2025 MGO One Seven LLC33,745$1.35M0.0%N/A0.127%
7/25/2025 Yarger Wealth Strategies LLC81,461$3.26M1.7%-0.5%0.306%
7/25/2025 Concurrent Investment Advisors LLC43,295$1.73M0.0%+0.6%0.163%
7/24/2025 Vantage Point Financial LLC6,731$269K0.1%+24.7%0.025%
7/24/2025 IFP Advisors Inc43,076$1.72M0.0%+1.3%0.162%
7/24/2025 Blair William & Co. IL766,577$30.67M0.1%-9.9%2.879%
7/24/2025 Weaver Capital Management LLC82,623$3.31M0.8%-12.8%0.310%
7/23/2025 Castle Rock Wealth Management LLC87,192$3.53M0.8%-5.0%0.327%
7/22/2025 Belpointe Asset Management LLC148,919$5.96M0.2%-0.2%0.559%
7/22/2025 Hubbell Strickland Wealth Management LLC5,231$209K0.1%N/A0.020%
7/22/2025 Global Strategic Investment Solutions LLC194,661$7.79M0.8%-6.9%0.731%
7/22/2025 Beacon Financial Advisory LLC12,787$512K0.1%+10.0%0.048%
7/22/2025 MBL Wealth LLC116,235$4.65M0.4%+12.6%0.436%
7/22/2025 Diligent Investors LLC62,978$2.52M0.6%-1.5%0.236%
7/21/2025 Keystone Financial Group Inc.10,369$418K0.3%-3.4%0.039%
7/21/2025 Ameritas Advisory Services LLC848$34K0.0%N/A0.003%
7/21/2025 Patriot Financial Group Insurance Agency LLC29,410$1.18M0.1%+2.6%0.110%
7/21/2025 Catalina Capital Group LLC20,794$832K0.5%-80.5%0.078%
7/18/2025 Truist Financial Corp144,891$5.80M0.0%-3.4%0.544%
7/17/2025 HB Wealth Management LLC21,701$868K0.0%-81.7%0.081%
7/17/2025 Janney Montgomery Scott LLC121,509$4.86M0.0%+3.1%0.456%
7/17/2025 City Holding Co.22,250$890K0.1%-10.1%0.084%
7/16/2025 PFS Partners LLC3,200$128K0.1%N/A0.012%
7/16/2025 Crown Wealth Group LLC44,169$1.77M0.7%+615.3%0.166%
7/16/2025 Dakota Wealth Management5,147$206K0.0%N/A0.019%
7/15/2025 McAdam LLC5,313$213K0.0%N/A0.020%
7/15/2025 BCS Wealth Management55,213$2.21M0.5%+7.3%0.207%
7/14/2025 Chris Bulman Inc50,123$2.01M1.1%-3.0%0.188%
7/14/2025 KFG Wealth Management LLC98,690$3.95M0.6%+2.9%0.371%
7/14/2025 U.S. Capital Wealth Advisors LLC12,750$510K0.0%-32.3%0.048%
7/11/2025 Farther Finance Advisors LLC54,577$2.18M0.0%-8.4%0.209%
7/11/2025 Silver Oak Securities Incorporated10,446$418K0.0%-12.9%0.040%
7/10/2025 ARS Wealth Advisors Group LLC11,601$464K0.1%-12.6%0.044%
7/10/2025 Wealth Enhancement Advisory Services LLC79,146$3.18M0.0%-44.9%0.303%
7/10/2025 Focus Financial Network Inc.8,190$328K0.0%-8.5%0.031%
7/8/2025 PTM Wealth Management LLC32,618$1.31M0.9%-12.2%0.125%
7/2/2025 HBW Advisory Services LLC14,129$565K0.1%-1.9%0.054%
6/13/2025 Optima Capital LLC5,679$214K0.1%-12.2%0.022%
5/21/2025 MBL 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%
(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, 223 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. ($183.85M), Penserra Capital Management LLC ($58.65M), Osaic Holdings Inc. ($48.33M), Strategic Wealth Partners Group LLC ($39.64M), Kovitz Investment Group Partners LLC ($39.23M), Brookstone Capital Management ($37.19M), and Blair William & Co. IL ($30.67M).Learn more on Innovator U.S. Equity Power Buffer ETF - December's institutional investors.

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

Of the 199 institutional investors that purchased Innovator U.S. Equity Power Buffer ETF - December's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($1.47M), Cerity Partners LLC ($624.22K), Blair William & Co. IL ($471.68K), Cetera Advisors LLC ($402.00K), Penserra Capital Management LLC ($390.09K), Alliancebernstein L.P. ($362.85K), and Cetera Investment Advisers ($306.40K).

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

Institutional investors have bought a total of 7,720,545 shares in the last 24 months. This purchase volume represents approximately $297.60M in transactions.

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

Of the 92 institutional investors that sold Innovator U.S. Equity Power Buffer ETF - December's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Alliancebernstein L.P. ($702.52K), Truist Financial Corp ($176.65K), Global Strategic Investment Solutions LLC ($134.69K), Weaver Capital Management LLC ($106.87K), HB Wealth Management LLC ($97.21K), Wealth Enhancement Advisory Services LLC ($94.93K), and Catalina Capital Group LLC ($86.10K).

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

Institutional investors have sold a total of 2,485,117 shares in the last 24 months. This volume of shares sold represents approximately $95.76M in transactions.



This page (BATS:PDEC) was last updated on 9/4/2025 by MarketBeat.com Staff
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