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

Innovator U.S. Equity Power Buffer ETF - December logo
$42.24 +3.96 (+10.34%)
As of 12:30 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)
162
Total
Institutional Inflows
(last 12 months)
$297.82M
Number of
Institutional Sellers
(last 12 months)
95
Total
Institutional Outflows
(last 12 months)
$126.81M
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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
10/17/2025WorthPointe LLC4,914$206K0.1%-11.6%0.018%
10/17/2025Sowell Financial Services LLC4,940$208K0.0%N/A0.019%
10/16/2025 CRA Financial Services LLC163,623$6.88M0.9%-2.8%0.614%
10/16/2025 MBL Wealth LLC120,473$5.06M0.4%+3.6%0.452%
10/15/2025 Brookstone Capital Management164,244$6.90M0.1%-82.3%0.617%
10/15/2025 Southland Equity Partners LLC64,563$2.71M0.5%-4.6%0.242%
10/15/2025 Cypress Wealth Services LLC7,232$304K0.0%-18.4%0.027%
10/14/2025 Farther Finance Advisors LLC50,995$2.14M0.0%-6.6%0.191%
10/9/2025 AdvisorNet Financial Inc17,196$723K0.0%-8.5%0.065%
10/9/2025 Dynamic Advisor Solutions LLC13,125$552K0.0%-2.8%0.049%
10/9/2025 Cypress Financial Planning LLC13,515$568K0.2%-4.3%0.051%
10/8/2025 Pinnacle Wealth Management Group Inc.67,240$2.83M1.4%-0.6%0.252%
10/7/2025 KFG Wealth Management LLC97,578$4.10M0.6%-1.1%0.366%
10/2/2025 Global Wealth Strategies & Associates2,380$100K0.0%N/A0.009%
9/4/2025Osaic Holdings Inc.1,207,997$48.33M0.1%-4.2%4.536%
8/15/2025Visionary Wealth Advisors25,195$1.01M0.1%-2.4%0.095%
8/15/2025Garden State Investment Advisory Services LLC11,080$443K0.1%-35.4%0.042%
8/15/2025Bank of America Corp DE1,793$72K0.0%N/A0.007%
8/14/2025Jane Street Group LLC19,053$762K0.0%N/A0.072%
8/14/2025Raymond James Financial Inc.297,797$11.92M0.0%+11.3%1.118%
8/14/2025Alliancebernstein L.P.4,595,108$183.85M0.1%-1.2%17.255%
8/14/2025Frisch Financial Group Inc.38,802$1.55M0.4%-1.4%0.146%
8/14/2025NewEdge Advisors LLC59,076$2.36M0.0%-6.0%0.222%
8/14/2025Cerity Partners LLC637,470$25.51M0.0%+2,060.9%2.394%
8/13/2025SageView Advisory Group LLC133,170$5.42M0.2%+84.9%0.500%
8/13/2025Cresset Asset Management LLC177,944$7.12M0.0%-7.3%0.668%
8/13/2025Trek Financial LLC101,271$4.05M0.3%+16.3%0.380%
8/13/2025Beacon Pointe Advisors LLC194,440$7.78M0.1%-4.1%0.730%
8/12/2025CreativeOne Wealth LLC19,819$793K0.0%-1.9%0.074%
8/12/2025MAI Capital Management59,772$2.39M0.0%-37.0%0.224%
8/12/2025JPMorgan Chase & Co.800$32K0.0%-92.3%0.003%
8/12/2025Weaver Consulting Group54,590$2.18M0.6%+3.3%0.205%
8/11/2025Outlook Wealth Advisors LLC111,183$4.45M1.1%+0.3%0.418%
8/11/2025Capital Square LLC5,131$206K0.1%N/A0.019%
8/8/2025Kingsview Wealth Management LLC5,815$233K0.0%-38.8%0.022%
8/8/2025Cetera Investment Advisers275,901$11.04M0.0%+0.8%1.036%
8/8/2025Foundations Investment Advisors LLC259,232$10.37M0.2%+6.0%0.973%
8/7/2025Allworth Financial LP2,805$112K0.0%+55.4%0.011%
8/7/2025Sound View Wealth Advisors Group LLC6,603$264K0.0%-10.4%0.025%
8/6/2025AE Wealth Management LLC44,462$1.78M0.0%-1.8%0.167%
8/6/2025Penserra Capital Management LLC1,465,981$58.65M0.8%+17.5%5.505%
8/6/2025Soltis Investment Advisors LLC7,652$306K0.0%-4.4%0.029%
8/6/2025HORAN Wealth LLC11,838$474K0.1%N/A0.044%
8/6/2025ORBA 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%
8/5/2025Sigma Planning Corp12,757$510K0.0%+6.5%0.048%
8/4/2025Atria Investments Inc140,382$5.62M0.1%+28.6%0.527%
8/4/2025Arkadios Wealth Advisors19,862$795K0.0%+13.9%0.075%
8/4/2025 World Investment Advisors13,135$526K0.0%-34.7%0.049%
8/1/2025Corrado Advisors LLC71,430$2.86M1.7%-0.7%0.268%
8/1/2025Advisory Alpha LLC29,676$1.19M0.0%+1.7%0.111%
8/1/2025Envestnet Asset Management Inc.416,731$16.64M0.0%+11.2%1.565%
7/31/2025Focus 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%
7/31/2025West Michigan Advisors LLC225,796$9.03M2.5%+0.9%0.848%
7/31/2025Gill Capital Partners LLC114,226$4.57M1.5%-1.2%0.429%
7/30/2025Strategic 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%
7/30/2025Triton Financial Group Inc16,205$648K0.5%N/A0.061%
7/29/2025Forvis Mazars Wealth Advisors LLC71,608$2.87M0.1%-9.5%0.269%
7/28/2025Compass Advisory Group LLC68,314$2.73M0.9%-8.2%0.257%
7/28/2025WealthPlan Investment Management LLC5,136$205K0.0%N/A0.019%
7/28/2025Mutual Advisors LLC5,876$239K0.0%-71.7%0.022%
7/28/2025Harbour Investments Inc.309,329$12.38M0.3%+210.2%1.162%
7/28/2025RFG Advisory LLC12,362$495K0.0%-41.5%0.046%
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%
7/24/2025Vantage Point Financial LLC6,731$269K0.1%+24.7%0.025%
7/24/2025IFP Advisors Inc43,076$1.72M0.0%+1.3%0.162%
7/24/2025Blair William & Co. IL766,577$30.67M0.1%-9.9%2.879%
7/24/2025Weaver 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%
7/22/2025Belpointe Asset Management LLC148,919$5.96M0.2%-0.2%0.559%
7/22/2025Hubbell Strickland Wealth Management LLC5,231$209K0.1%N/A0.020%
7/22/2025Global Strategic Investment Solutions LLC194,661$7.79M0.8%-6.9%0.731%
7/22/2025Beacon Financial Advisory LLC12,787$512K0.1%+10.0%0.048%
7/22/2025 MBL Wealth LLC116,235$4.65M0.4%+12.6%0.436%
7/22/2025Diligent Investors LLC62,978$2.52M0.6%-1.5%0.236%
7/21/2025Keystone Financial Group Inc.10,369$418K0.3%-3.4%0.039%
7/21/2025Ameritas 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%
7/21/2025Catalina Capital Group LLC20,794$832K0.5%-80.5%0.078%
7/18/2025Truist Financial Corp144,891$5.80M0.0%-3.4%0.544%
7/17/2025HB Wealth Management LLC21,701$868K0.0%-81.7%0.081%
7/17/2025Janney Montgomery Scott LLC121,509$4.86M0.0%+3.1%0.456%
7/17/2025City Holding Co.22,250$890K0.1%-10.1%0.084%
7/16/2025 PFS Partners LLC3,200$128K0.1%N/A0.012%
7/16/2025Crown Wealth Group LLC44,169$1.77M0.7%+615.3%0.166%
7/16/2025Dakota Wealth Management5,147$206K0.0%N/A0.019%
7/15/2025McAdam LLC5,313$213K0.0%N/A0.020%
7/15/2025BCS Wealth Management55,213$2.21M0.5%+7.3%0.207%
7/14/2025Chris 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%
7/11/2025Silver Oak Securities Incorporated10,446$418K0.0%-12.9%0.040%
(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, 226 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), Blair William & Co. IL ($30.67M), and Cerity Partners LLC ($25.51M).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 200 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 7,725,110 shares in the last 24 months. This purchase volume represents approximately $297.82M in transactions.

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

Of the 95 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: Brookstone Capital Management ($835.16K), 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), 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 3,219,112 shares in the last 24 months. This volume of shares sold represents approximately $126.81M in transactions.



This page (BATS:PDEC) was last updated on 10/20/2025 by MarketBeat.com Staff
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