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

Innovator U.S. Equity Power Buffer ETF - December logo
$40.74 +2.46 (+6.43%)
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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)
153
Total
Institutional Inflows
(last 12 months)
$256.00M
Number of
Institutional Sellers
(last 12 months)
88
Total
Institutional Outflows
(last 12 months)
$101.00M
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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
7/25/2025Atria Wealth Solutions Inc.65,925$2.64M0.1%-10.4%0.248%
7/25/2025MGO One Seven LLC33,745$1.35M0.0%N/A0.127%
7/25/2025Yarger Wealth Strategies LLC81,461$3.26M1.7%-0.5%0.306%
7/25/2025Concurrent 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%
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5/20/2025 Belpointe Asset Management LLC149,262$5.62M0.3%+1,209.0%0.571%
5/20/2025Focus Partners Wealth32,088$1.21M0.0%-2.1%0.123%
5/19/2025SageView Advisory Group LLC72,040$2.71M0.1%+66.5%0.276%
5/16/2025Talon Private Wealth LLC52,306$1.97M0.3%+23.0%0.200%
5/16/2025NewEdge Advisors LLC62,834$2.36M0.0%-19.5%0.240%
5/16/2025Alliancebernstein L.P.4,650,427$174.86M0.1%-12.2%17.797%
5/16/2025AQR Capital Management LLC15,200$572K0.0%+3.6%0.058%
5/15/2025MAI Capital Management94,951$3.57M0.0%+36.4%0.363%
5/15/2025Calton & Associates Inc.6,012$226K0.1%N/A0.023%
5/14/2025CreativeOne Wealth LLC20,196$759K0.0%-2.1%0.077%
5/14/2025Kestra Advisory Services LLC257,248$9.67M0.0%-4.7%0.984%
5/14/2025Frisch Financial Group Inc.39,351$1.48M0.4%N/A0.151%
5/14/2025Tradition Wealth Management LLC46,917$1.76M0.2%+22.4%0.180%
5/13/2025Raymond James Financial Inc.267,679$10.07M0.0%+0.7%1.024%
5/13/2025Cresset Asset Management LLC191,897$7.22M0.0%-0.8%0.734%
5/13/2025Forvis Mazars Wealth Advisors LLC79,155$2.98M0.1%-19.9%0.303%
5/13/2025Nations Financial Group Inc. IA ADV37,090$1.40M0.1%+6.8%0.142%
5/13/2025Compass Advisory Group LLC74,414$2.80M1.0%+1.2%0.285%
5/13/2025Long Island Wealth Management Inc.26,524$997K0.6%+3.0%0.102%
5/13/2025Kovitz Investment Group Partners LLC1,043,210$39.23M0.2%-2.5%3.992%
5/13/2025Vestmark Advisory Solutions Inc.8,350$314K0.0%N/A0.032%
5/13/2025HighTower Advisors LLC575,797$21.65M0.0%0.0%2.204%
5/12/2025Townsquare Capital LLC115,796$4.35M0.0%+25.7%0.443%
5/9/2025West Michigan Advisors LLC223,765$8.41M2.8%-0.4%0.856%
5/9/2025Atria Wealth Solutions Inc.73,565$2.77M0.0%+8.2%0.282%
5/9/2025Gill Capital Partners LLC115,576$4.35M1.5%+41.5%0.442%
5/9/2025Commonwealth 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%
5/8/2025Harbour Investments Inc.99,735$3.75M0.1%+2.0%0.382%
5/8/2025Grantvest Financial Group LLC7,228$272K0.2%N/A0.028%
5/8/2025Arkadios Wealth Advisors17,436$656K0.0%N/A0.067%
5/8/2025FSA 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%
5/7/2025Foundations Investment Advisors LLC244,567$9.20M0.2%+1.1%0.936%
5/7/2025Bellwether Advisors LLC201,633$7.58M1.6%+393.1%0.772%
5/7/2025Horan Capital Advisors LLC.12,374$465K0.2%-13.8%0.047%
5/7/2025LPL Financial LLC473,453$17.80M0.0%+99.5%1.812%
5/7/2025Brown 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%
5/7/2025 Keystone Financial Group Inc.10,738$404K0.3%+70.2%0.041%
5/7/2025Phoenix Financial Ltd.18,640$703K0.0%-19.1%0.071%
5/6/2025Cetera Investment Advisers273,827$10.30M0.0%+26.9%1.048%
5/6/2025AE 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%
5/5/2025Calton & Associates Inc.5,318$200K0.0%N/A0.020%
5/5/2025Csenge Advisory Group16,750$611K0.0%-7.2%0.063%
5/5/2025Diversify Advisory Services LLC10,625$398K0.0%-31.1%0.040%
5/5/2025 Riverchase Wealth Management LLC6,224$234K0.2%N/A0.024%
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5/2/2025Kingsview Wealth Management LLC9,509$358K0.0%N/A0.036%
5/2/2025Ascent Wealth Partners LLC25,036$941K0.1%+20.3%0.095%
5/2/2025Firestone Capital Management12,474$469K0.1%-18.5%0.047%
5/2/2025Sigma Planning Corp11,975$450K0.0%-4.0%0.045%
5/1/2025Corrado Advisors LLC71,903$2.70M1.8%-0.8%0.272%
5/1/2025Stephens Inc. AR614,711$23.11M0.3%-0.6%2.324%
4/30/2025Axxcess Wealth Management LLC9,515$358K0.0%N/A0.036%
4/30/2025Trek 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%
4/29/2025Envestnet Asset Management Inc.374,801$14.09M0.0%+8.3%1.417%
(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, 219 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 ($30.67M), and Commonwealth Equity Services LLC ($24.21M).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 193 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), Blair William & Co. IL ($471.68K), Cetera Advisors LLC ($402.00K), Alliancebernstein L.P. ($362.85K), Cetera Investment Advisers ($304.33K), Raymond James Financial Inc. ($267.68K), and Penserra Capital Management LLC ($240.25K).

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

Institutional investors have bought a total of 6,695,948 shares in the last 24 months. This purchase volume represents approximately $256.00M in transactions.

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

Of the 88 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. ($647.20K), Cetera Investment Advisers ($320.97K), Truist Financial Corp ($182.53K), Global Strategic Investment Solutions LLC ($134.69K), Weaver Capital Management LLC ($111.29K), HB Wealth Management LLC ($97.21K), and Wealth Enhancement Advisory Services LLC ($94.93K).

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

Institutional investors have sold a total of 2,644,523 shares in the last 24 months. This volume of shares sold represents approximately $101.00M in transactions.



This page (BATS:PDEC) was last updated on 7/25/2025 by MarketBeat.com Staff
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